Manage client engagements as a virtual CFO, providing strategic financial insight and recommendations.
Implement controls, frameworks, and systems to support growth, budgeting, and forecasting.
Analyze financial results, lead fundraising efforts, and oversee cash management and compliance.
FinStrat Management provides virtual CFO and financial management services to growing companies, particularly in the SaaS space. They are a collaborative, client-focused team that values professional development and a flexible work culture.
Own financial strategy, lead fundraising, and drive FP&A with key SaaS metrics to guide efficient growth.
Run accounting, controls, and compliance while building and scaling a high-performing finance team.
Partner across business units on pricing, unit economics, and strategic initiatives like M&A and market expansion.
Certa is the AI-first third-party operating system that enterprises use to onboard, assess, and monitor vendors and partners across risk, compliance, and ESG. The company has processed over 10 million entities for 100,000+ users across 120+ countries and is backed by Fin Capital, Vertex Ventures, and Point72 Ventures.
Serve as a strategic finance leader and co-pilot to Trase leadership, owning capital allocation, GTM economics, and the operating system to scale from early revenue to a repeatable business.
Manage runway, scenario planning, and cash visibility; evaluate ROI across product, GTM channels, and customer segments to inform where to double down.
Build ROI models, track AI-specific economics, and own the finance operating cadence including budget, forecast, reporting, accounting, tax, and compliance.
Red Cell Partners is an incubation firm building and investing in rapidly scalable technology-led companies in healthcare, cyber, and national security. The firm is united by a shared sense of duty and deep belief in innovation, developing powerful tools and solutions.
Align on and implement an operating framework, establishing a consistent rhythm of goal setting, reporting cycles, and cross-functional accountability.
Drive quarterly and annual planning, translating growth objectives into clear priorities, grounded resource plans, and realistic investment figures.
Own the financial operating picture, operational data infrastructure, and ensure the ELT makes decisions from shared, accurate numbers.
Systrends is a leading provider of regulatory compliance software for energy professionals. We have a talented team of subject matter experts and are investing heavily in our platform to scale.
Own the finance function end-to-end, including day-to-day operations, month-end close, and financial reporting.
Build financial models, cash flow forecasts, and scenario analyses to support strategic decision-making.
Partner with leadership on fundraising, investor reporting, and process improvements.
Infisical is an open source security infrastructure platform for secrets management, certificates, and privileged access management. They have raised $19M from Y Combinator, Google, and Elad Gil, and operate as a remote team with a strong presence in San Francisco.
Drive financial planning, forecasting, and high-visibility strategic analyses like pricing and GTM ROI.
Partner with Sales, Product, and Engineering to support the operational backbone of the embedded finance platform.
Own forecasting end-to-end, improve processes, and support Corporate Development and investor reporting.
RevenueCat provides a platform for managing in-app subscriptions, processing $12B+ in annual purchase volume and serving over 40% of new subscription apps. The company is a remote-first crew of 150+ across 25+ countries, guided by values like Customer Obsession and Always Be Shipping.
Build the finance function end-to-end, owning financial planning, reporting, forecasting, and cash management.
Serve as a hands-on individual contributor, building robust financial models and supporting strategic decisions.
Leverage AI and automation to create an efficient finance function that scales without linear headcount growth.
Geordie AI is an AI security company helping clients navigate agentic AI adoption and risk. It is a high-growth B2B SaaS company building a modern, automated finance function with a culture of momentum and kindness.
Lead financial performance monitoring and analysis to ensure margin expansion and cash flow optimization.
Oversee day-to-day operations and build scalable infrastructure to support growth.
Partner with leadership to translate growth strategies into measurable financial and operational outcomes.
Dominion National is a dental organization focused on delivering comprehensive dental services and driving sustainable growth. The company fosters a culture of continuous improvement, accountability, and collaboration, though specific employee numbers are not provided.
Lead strategic finance across a portfolio of software businesses, including forecasting, financial planning, and KPI reporting.
Develop advanced operating models for scenario planning, unit economics, and capital allocation.
Partner with executive leadership to drive M&A, due diligence, and post-acquisition value creation.
The company is a portfolio of software businesses focused on strategic growth and operational excellence. It operates in a high-autonomy, entrepreneurial environment with a small, collaborative team.
Lead the development of business operations and performance management systems.
Partner with senior leadership to improve forecasting, resource planning, and profitability.
Establish KPIs, dashboards, and operating rhythms to drive accountability and growth.
PSG is a pharmacy intelligence company that helps clients navigate drug management challenges, saving billions annually through technology and advocacy. They are part of EPIC, which has over 4,000 employees nationwide and fosters a collaborative, inclusive culture.
Design and continuously improve leadership operating systems, including planning cadences and decision-making frameworks.
Own quarterly and annual planning processes to align priorities and resources across teams.
Drive execution of high-priority cross-functional initiatives by improving accountability and coordination.
The company is a fast-growing organization focused on improving operational excellence and strategic planning. It operates in a remote-first environment with a collaborative culture centered on innovation, autonomy, and continuous improvement.
Own the annual budgeting process, rolling forecasts, and long-range financial planning for a fast-paced SaaS environment.
Lead finance transformation initiatives to improve scalability, efficiency, controls, and data integrity across global operations.
Support timely financial reporting under US GAAP and provide hands-on operational support for the monthly close and audit.
Energage is a purpose-driven company that helps organizations turn employee feedback into useful business intelligence and credible employer recognition through Top Workplaces. Built on 19 years of culture research and results from 23 million employees surveyed across more than 70,000 organizations, Energage delivers accurate competitive benchmarks and fosters a people-first culture.
Drive strategic clarity and accountability across the executive team, ensuring initiatives and quarterly reviews move forward with precision.
Lead cross-functional projects and high-priority work, stepping in as a force multiplier for senior leaders.
Build and scale operating rhythms, processes, and communication cadences to improve execution and organizational effectiveness.
Founded in 2015 by former NSA cyber operators, Huntress is a remote-first cybersecurity company that provides enterprise-grade security to businesses of all sizes. They secure over 5 million endpoints and 11 million identities, and are known for their 24/7 human-led SOC and inclusive culture.
Serve as the financial leader for a portfolio of approximately 30 client businesses, providing strategic guidance and actionable insights.
Analyze financial data, create forecasts, budgets, and cash flow strategies to improve profitability and growth.
Build trusted relationships with business owners and collaborate with internal team members to deliver exceptional client experience.
How To MANAGE a Small Law Firm is a leading provider of Fractional C-Suite services for solo and small law firms. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture of ownership, accountability, and results.
Own the annual plan and forecast cadence across the P&L, balance sheet, and cash flow — with particular ownership of revenue and free cash flow forecasting — using driver-based models to continuously improve accuracy.
Build scenario and sensitivity modeling into a core FP&A capability that informs key leadership decisions.
Oversee the team’s ownership of the monthly CFO review package — budget vs actual variance analysis, forecast, and supporting analytics — partnering with Accounting on the close, while staying hands-on in building Board and investor reporting materials.
Abnormal protects the humans behind the world's most critical organizations from AI-powered cybercrime. 4,500+ enterprises trust our behavioral AI platform.
Lead all financial, accounting, treasury, and investor-relations activities.
Develop and execute a financing strategy aligned with growth and commercialization plans.
Oversee financial planning, reporting, tax compliance, and internal controls.
Peptilogics is a surgical therapeutics company dedicated to curing and preventing medical device-related infections. We are a lean, highly collaborative team with a focus on innovation.
Lead a multi-team organization of Operations Managers responsible for accurate and compliant execution of money movement flows.
Translate high-level organizational strategy into actionable operational plans and drive continuous improvement.
Serve as a strategic link between frontline operations and cross-functional leadership, including Product, Engineering, and Legal.
Human Interest is a fintech company that makes retirement savings accessible to small and medium-sized businesses. It is a high-growth company backed by major investors, with a mission-driven culture focused on closing the retirement gap.
Partner closely with founders and executives to translate priorities into action and drive cross-functional initiatives.
Establish operating rhythms, prepare board materials, and track key performance indicators for accountability.
Identify operational gaps and build processes, systems, and workflows to improve organizational effectiveness.
SignalFire partners with top early-stage startups shaping the future of technology across AI, cybersecurity, healthtech, fintech, developer tools, and enterprise SaaS. With a portfolio of over 200 innovative companies, they foster a fast-moving, low-ego culture focused on scaling transformative ideas.
Lead the global FP&A function, providing strategic financial guidance across regions and business units.
Develop and manage financial models, forecasts, and budgets to support decision-making and growth.
Partner with the CFO and executive team on strategic initiatives, M&A activities, and capital planning.
Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication, app security, and 3D Secure authentication. Founded over 16 years ago with investments from Accel-KKR, the company protects over 210 million active users and holds 120 patents.