Fractional CFO for SaaS Industry

Vessel Advisors is a dynamic and forward-thinking accounting firm that specializes in providing financial solutions to a diverse portfolio of clients. We are currently seeking experienced Fractional CFOs to join our team. This opportunity is designed for a strategic financial leader who is capable of stepping into a variety of roles that can address the unique financial challenges faced by our clients. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple engagements on a contract basis, while wielding a significant impact on each organization’s financial health. The ideal candidate should thrive in a fast-paced environment, possess exceptional analytical skills, and have a deep understanding of financial strategy and operations, and be willing to utilize cloud based software. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors.

We’re looking for exceptional fractional CFOs who are experts in a variety of industries and are local or within driving distance of Irvine, CA. We invite you to apply to join our bench of independent contractors - to serve our clients in upcoming and recurring projects. Please do not apply or contact us without at least 10+ years in the CFO seat for SMBs in the SaaS/Technology industries .

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.

If you’re passionate about delivering value, have experience in high-level financial roles, and thrive in a flexible, remote (sometimes limited hybrid/onsite) environment, we’d love to hear from you! Learn more about what we do and who we are by visiting

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. We need someone who can lead a meeting room during a Discovery Assessment onsite with a client.
• 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.