Fractional CFO for SaaS Industry

Responsibilities

• Provide high-level financial management and strategic planning services to clients as a Fractional CFO.
• Analyze client financials, assess risk, and develop insights to guide strategic decision-making.
• Aid clients in budgeting, forecasting, and financial modeling to ensure sustainable business growth.
• Support mergers, acquisitions, and other financial transactions by providing expert advice and due diligence.
• Collaborate with accounting teams to prepare financial statements and reports that comply with regulations and standards.
• Implement financial systems and processes to enhance reporting accuracy and efficiency.
• Serve as a trusted advisor, communicating complex financial information in an understandable manner to non-financial stakeholders.

Requirements

• Bachelor's degree in accounting, finance, or a related field; MBA or CPA preferred.
• 10+ years in the CFO seat for small-medium sized businesses, in the SaaS/Technology industries.
• Prior proven experience as a CFO, financial consultant, or similar role, with a track record of success in managing financial strategy.
• Strong understanding of corporate finance principles, budgeting, forecasting, and financial reporting.
• Excellent analytical skills and the ability to interpret complex financial data and trends.
• Exceptional communication and interpersonal skills, with a talent for building relationships with clients.
• Willingness to, and skilled at, working both remote and in office.
• Proactive & Leadership - we need proactive CFOs who take the lead and can execute on deliverables.
• Willingness to travel for 1-2 days per client engagement for our onsite client assessments.
• Consultative approach - we need CFOs who are natural leaders and excel at mentorship/advisory.