Chief Financial Officer

FinStrat Management, Inc.

. Manage FSM client engagements as a virtual Chief Financial Officer .

Posted 11/10/2026full-timeRemote • Maryland • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive financial expertise with a focus on SaaS metrics, revenue recognition, and strategic growth initiatives. Proven ability to manage client engagements effectively while ensuring high-quality deliverables and exceptional client service.

Highest-signal resume keywords

10+ Years Of Financial ExperienceRecent CFO Or VP Of Finance ExperienceSoftware Revenue RecognitionFundraising LeadershipBachelor's Degree In Accounting Or Finance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBudgetingForecastingFinancial AnalysisProcess OptimizationCash ManagementDebt ManagementFinancial ReportingClient Engagement ManagementSaaS Metrics

Soft Skills

Strong Communication SkillsExceptional Attention To DetailOrganizational SkillsProblem-Solving SkillsAbility To Handle Multiple Engagements

Certifications & Qualifications

CPA

Industry Keywords

SaaSFinancial ControlsGrowth StrategiesClient ServiceFinancial Transactions

About the role

Key responsibilities & impact

Manage FSM client engagements as a virtual Chief Financial Officer
Provide insight and recommendations on clients' growth strategies and the financial implications of major business decisions
Implement controls, frameworks, policies, systems, financial planning, budgets, forecasting, and closing processes
Analyze clients' financial results, including profits, trends, costs, and budget compliance
Present financial results with narratives on results, variances to plan, trends, and key metrics
Lead financial transactions, including financing, acquisitions, facilities, and partnerships
Manage cash utilization and debt facilities to maintain client liquidity
Collaborate with clients' CRO and sales teams on contracts and contract processes
Liaise between clients and 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 standards
Provide five-star client service

Requirements

What you’ll need

10+ years of financial experience
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, organically and through acquisitions
Experience leading fundraising efforts, ideally at a growth stage company
Capable, confident leader
Ability to handle multiple client engagements simultaneously
Commitment and ability to meet critical business deadlines
Self-starter with strong organizational skills
Exceptional attention to detail
Excellent research and problem-solving skills
Strong communication and social skills
Able to receive constructive feedback
Comfortable working in a dynamic environment
Bachelor's degree in Accounting or Finance is required
CPA preferred but not required
Comfortable working in a client-facing role

Benefits

Comp & perks

Compensation commensurate with experience
Flexible work schedule
Unlimited vacation
Medical, dental, and vision insurance
Ongoing education and training
Bonuses and profit-sharing
CPA exam cost reimbursement following successful completion