Manage FSM client engagements as a virtual Chief Financial Officer
Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions
Implement controls, frameworks, policies and systems that capture and utilize timely and accurate data across clients’ business, as well as financial planning, budgets, forecasting and closing processes
Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets
Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics
Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships
Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth
Collaborate with clients’ CRO and sales team on contracts and contract processes
Serve as a liaison between clients and their outside legal counsel
Oversee clients’ stock option, commission, and benefit plans
Direct and support FSM staff assigned to client engagements
Ensure deliverables meet FSM’s quality standard
Provide five-star client service

10+ years of financial experience with recent experience as CFO or VP of Finance at a growing SaaS or software company
Solid understanding of software revenue recognition, SaaS metrics, and associated best practices
Success implementing and optimizing process, procedures, and infrastructure to enable scale and support growth (organic and inorganic)
Experience in leading fundraising efforts, ideally at a growth stage company
Bachelor’s degree in Accounting or Finance is required

Chief Financial Officer

Key skills