FinStrat Management

Fractional CFO, controller and accounting services.

1-10 employees
Founded 2017
Financial Services
Private Company

Fully Remote

This company is fully distributed with team members working remotely.

Open Positions3

Location: AnnapolisMD; Chief Financial Officer (Remote)Full-TimeSaaS/softwarePosted
  • Manage FSM client engagements as a virtual Chief Financial Officer.
  • Advise clients on growth strategy and the financial implications of major business decisions.
  • Implement financial controls, frameworks, policies, systems, planning, budgets, forecasts, and closing processes.
  • Analyze client financial results, including profits, trends, costs, and budget compliance.
  • Present financial results with explanations of results, variances, trends, and key metrics.
  • Lead financial transactions, including financing, acquisitions, facilities, and partnerships.
  • Manage client cash utilization and debt facilities to support liquidity.
  • Collaborate with client CROs and sales teams on contracts and contract processes.
  • Liaise with clients’ outside legal counsel and oversee stock option, commission, and benefit plans.
  • Direct FSM staff assigned to engagements and ensure deliverables meet FSM’s quality standard.
Financial ManagementAccounting
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About FinStrat Management

FinStrat Management empowers early-stage B2B SaaS companies, VCs, and investors with top-tier financial expertise. You will help founders navigate complex financial landscapes and build investment-ready operations. We provide fractional CFO, controller, and accounting services, supported by a deep understanding of the early-stage ecosystem. Our approach integrates cutting-edge financial technologies and AI automation to deliver precise, strategic financial guidance. You are joining a team that actively invests in seed-stage companies, bringing a unique investor perspective to every client engagement. We ensure our clients have the financial clarity and strategic support they need to thrive and scale.

How We Work

We champion a fully remote work environment, giving you the flexibility to craft your ideal schedule. Our small, fast-moving team values collaboration, transparency, and a relentless pursuit of excellence. We communicate primarily via Slack, fostering an environment where ideas flow freely and decisions are made efficiently. You will find a culture that invests in your continuous learning and professional development. We offer unlimited vacation, trusting you to manage your time and prioritize your well-being. Expect to contribute meaningfully from day one within a supportive and dynamic setting.

Engineering at FinStrat Management

You will build the data foundation that powers critical financial insights for B2B SaaS companies. We integrate data from platforms like Stripe, QuickBooks, HubSpot, and Gusto, unifying it all with Syncari, our Master Data Management (MDM) platform. This role is crucial for our AI agent initiatives, as clean, consistent data makes everything possible. Engineers here solve complex data integration challenges and architect robust data pipelines. You will define schema mappings, set data quality rules, and troubleshoot data conflicts, ensuring data integrity across diverse systems. Expect to collaborate closely with engineering and client onboarding teams to standardize processes and improve our technology stack. We leverage technologies like WordPress, Google Analytics, and Google Tag Manager for our internal and client-facing solutions. Your contributions directly shape how clients manage and understand their finances, driving their growth.

Why Join Us

  • Shape the financial strategy of high-growth B2B SaaS companies
  • Work fully remotely with flexible hours and unlimited vacation
  • Drive innovation by building data foundations for AI agents
  • Receive ongoing training and education, plus profit-sharing opportunities
  • Collaborate with a small, expert team that values impact and ownership

Benefits & Perks

  • Flexible work schedule
  • Unlimited vacation
  • Medical, dental, and vision insurance
  • Ongoing education and training
  • Bonuses and profit-sharing
  • Remote work stipend for home office setup
  • Parental leave benefits

Tech Stack

analyticscmswidgetsmobilepayment

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