Serve as the primary financial advisor to a portfolio of startup clients, owning financial planning, budgeting, forecasting, and performance analysis across revenue, expenses, and cash flow. Lead the creation and delivery of Board-ready reporting packages, investor updates, and strategic analysis. Build and maintain driver-based financial models tailored to SaaS, fintech, and other startup verticals.
Collaborate directly with client founders and executives to align financial strategy with business goals and support fundraising efforts by preparing financial projections and materials for investors. Identify and monitor key business drivers that impact client financial outcomes and provide insights into customer acquisition, operational efficiency, and cash runway management.
Present strategic recommendations to client stakeholders and Boards in a compelling, data-driven way and serve as a liaison between clients and Finvisorβs internal teams to ensure cohesive execution.