Fractional CFO for SaaS Industry

14 hours, 42 minutes ago
Contract
Lead
Finance and Accounting
Vessel Advisors

Vessel Advisors

Vessel Advisors is a CFO services company that empowers business owners to lead with confidence by providing financial visibility, consistency in reporting, and actionable insights. They offer CFO, Controller, and Accounting services, along with fracti...

Diversified Financial Services
1-10
Founded 2016

Description

  • Provide high-level financial management and strategic planning services as a Fractional CFO.
  • Analyze client financials, assess risk, and develop insights to support strategic decision-making.
  • Assist with budgeting, forecasting, and financial modeling to support sustainable growth.
  • Support mergers, acquisitions, and other financial transactions with due diligence and advisory input.
  • Collaborate with accounting teams to prepare compliant financial statements and reports.
  • Implement financial systems and processes to improve reporting accuracy and efficiency.
  • Serve as a trusted advisor and communicate complex financial information to non-financial stakeholders.
  • Work with multiple client engagements on a part-time, contract basis.
  • Participate in onsite client discovery assessments and limited hybrid/onsite work when needed.

Requirements

  • Bachelor's degree in accounting, finance, or a related field; MBA or CPA preferred.
  • 10+ years in the CFO seat for SMBs in the SaaS/Technology industries.
  • Proven experience as a CFO, financial consultant, or similar role with a track record of financial strategy success.
  • Strong understanding of corporate finance principles, budgeting, forecasting, and financial reporting.
  • Excellent analytical skills and ability to interpret complex financial data and trends.
  • Exceptional communication and interpersonal skills, with the ability to lead client meetings and build relationships.
  • Ability and willingness to work both remotely and in-office.
  • Demonstrated capacity to work independently and manage multiple projects simultaneously.
  • Proficiency in financial software and advanced Excel skills, with the ability to quickly adapt to new tools.
  • Proactive leadership style with a consultative, mentorship-oriented approach.
  • Willingness to travel 1-2 days per client engagement for onsite assessments.
  • Local to or within driving distance of Irvine, CA.

Interested in this position?

Apply directly on the company website

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