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.
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.
Partner with Sales and Marketing leadership to build strategic decision support and drive alignment between growth investments and financial outcomes.
Own forecasting models for members and revenue, GTM KPIs and ROI frameworks, and pricing strategy to guide long-term planning.
Manage monthly forecasts, executive variance analysis, annual planning, headcount modeling, and systems to scale GTM finance.
SmithRx is a rapidly growing, venture-backed Health-Tech company that disrupts the pharmacy benefit management sector with a next-generation drug acquisition platform. With hundreds of thousands of members onboarded since 2016, the company offers a collaborative, mission-driven culture guided by values of integrity, courage, and teamwork.
Review comprehensive financial reports (200–300 pages) to identify key fiscal drivers within corporate strategy.
Answer nuanced questions on corporate finance, risk, and strategy based on provided data.
Ensure research outputs reflect the practical realities of high-level financial management for B2B validation.
Prolific is building the largest pool of quality human data in the world, used by over 35,000 AI developers, researchers, and organizations to gather data from paid participants. The company is positioned at the forefront of AI innovation, integrating diverse human perspectives into AI development.