Fractional CFO for SaaS Industry

Vessel Advisors•Irvine, CA

6h•Hybrid

About The Position

Vessel Advisors is seeking experienced Fractional CFOs to join their team. This role is for a strategic financial leader who can address the unique financial challenges of clients, primarily SMBs ($5-100M). As a Fractional CFO, you will provide high-level financial guidance, strategic planning, and direction on a part-time, contract basis, managing multiple engagements. The ideal candidate thrives in a fast-paced environment, possesses exceptional analytical skills, and has a deep understanding of financial strategy and operations, and is willing to utilize cloud-based software. Vessel Advisors values integrity, creativity, and teamwork.

Requirements

Bachelor's degree in accounting, finance, or a related field; MBA or CPA preferred.
10+ years in the CFO seat for small-medium sized businesses, in the SaaS/Technology industries.
Proven experience as a CFO, financial consultant, or similar role, with a track record of success in managing financial strategy.
Strong understanding of corporate finance principles, budgeting, forecasting, and financial reporting.
Excellent analytical skills and the ability to interpret complex financial data and trends.
Exceptional communication and interpersonal skills, with a talent for building relationships with clients.
Willingness to, and skilled at, working both remote and in office.
Demonstrated capacity to work independently and manage multiple projects simultaneously.
Proficient in financial software and advanced Excel skills, with the ability to quickly adapt to new tools.
Proactivity & Leadership - we need proactive CFOs who take the lead and can execute on deliverables.
Willingness to travel for 1-2 days per client engagement for our onsite client assessments
Consultative approach - we need CFOs who are natural leaders and excel at mentorship/advisory.

Nice To Haves

Local or within driving distance of Irvine, CA.

Responsibilities

Provide high-level financial management and strategic planning services to clients as a Fractional CFO.
Analyze client financials, assess risk, and develop insights to guide strategic decision-making.
Assist clients in budgeting, forecasting, and financial modeling to ensure sustainable business growth.
Support mergers, acquisitions, and other financial transactions by providing expert advice and due diligence.
Collaborate with accounting teams to prepare financial statements and reports that comply with regulations and standards.
Implement financial systems and processes to enhance reporting accuracy and efficiency.
Serve as a trusted advisor, communicating complex financial information in an understandable manner to non-financial stakeholders.