Job Description:
• Serve as a key strategic advisor to the executive team on financial strategy, risk, value creation, and readiness.
• Stress-test strategy, budgets, long-range plans, and financial assumptions.
• Translate complex financial insights into actionable guidance for executive decision-making.
• Mentor the VP, Finance on executive development, readiness, and strategic exposure.
• Coach the finance team on analytical capabilities and communication.
• Identify refinement opportunities within existing systems, processes, and reporting structures.
• Optimize forecasting models, scenario planning frameworks, and KPI dashboards.
• Enhance financial narratives and documentation to ensure audit-level rigor.
• Lead end-to-end financial readiness for a future proofing and provide expert guidance.
• Oversee financial data storytelling, financial modeling and scenario planning.
• Partner with attorneys and advisors to optimize efficiency.
• Leverage a deep network of advisors & network to build relationships on behalf of the company.
• Pressure-test revenue strategies, pricing models, and investment decisions.
Requirements:
• 15+ years of progressive finance leadership including CFO or senior VP Finance roles.
• Track record working with high growth, mid stage tech companies at key milestones.
• Expertise advising mid-market, founder-led, or bootstrapped companies.
• Extensive SaaS business model expertise including ARR/MRR mechanics, usage-based revenue, churn analytics, and cohort behavior.
• Ability to turn data into impactful storytelling.
• Proven ability to design or refine SaaS and usage-based optimization strategies.
• Highly connected within the finance ecosystem, with strong relationships with third parties.
• Advanced financial modeling, scenario planning, and performance analytics expertise.
• Exceptional communication and board-level presentation skills.
• Demonstrated success working fractionally while maintaining consistent, high-impact engagement. Ideally working with less than 3 companies at one time.
Benefits:
• Equal Opportunity Employer
• Diverse, equitable and inclusive culture and workplace