Who They Are:

Our client is an established strategic finance and accounting partner for venture-stage companies. They use their experience to deliver an advantage to founders trying to navigate the many challenges of growth. They deliver real-time reporting and data access to management teams, which helps them build, shape and scale their businesses effectively.

About the Role:

In this role, you will consult with multiple clients by providing both financial and operation information to help them clearly understand their current state of business. You also serve as a strategic sounding board to help clients make data driven decisions that guide the overarching strategy for their business.

What You’ll Do:

• Assist clients with strategic planning and growth
• Develop financial models with the support of the finance team (cashflow, headcount, revenue, pricing, budgets)
• Oversee monthly rolling forecasts and financial analysis
• Ensure the team creates KPI dashboards and automated scorecards to guide the key decisions of the business in a real-time fashion
• Own the annual budgeting process for clients
• Assist clients in capital raising, including the development and presentation of investor decks
• Oversee deck preparation and attend Board of Directors meetings
• Provide mentorship and learning opportunities for your colleagues
• Be one of our industry experts in SaaS
• Leverage your network to provide great resources for our clients
• Actively develop our SaaS client base
• What we’re looking for:
• 20+ years in progressively responsible finance leadership roles
• Specialized experience in the SaaS industry
• Experience with venture-backed start-ups
• Thrive in a consultancy model handling multiple clients
• Fundraising experience is a plus
• Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations to the team as well as our clients
• Ability and desire to teach others within the organization to help grow the broader internal FP&A skill set

Benefits:

• Generous vacation and sick pay
• 100% employee coverage for Medical
• Dental Insurance
• Vision Insurance
• Disability
• Life insurance
• 3% Employer contribution to your 401k
• Annual Education Programs