FinStrat Management is a fractional CFO firm built for venture-backed startups. We turn accounting into insight and finance into action: clear, timely, and confident enough to stand behind in any board or investor conversation. FP&A at FSM is not a reporting function. It is a strategic partner to every founder we serve.
About the RoleThe Senior Financial Analyst owns the financial model, structured data, and reporting cadence for a portfolio of FSM clients. This role will be heavily involved in FSM’s data and AI transformation project: standardized models connected to a live centralized data layer, AI-driven analysis, dashboarding and reporting, and a clear migration path to AWS QuickSight as our long-term reporting platform. You will use AI to move faster and smarter, while remaining fully accountable for the judgment behind every number and verifying all reporting.
What You Will Do- Own the financial model and reporting cadence for a portfolio of clients, covering actuals, budget, and rolling forecast.
- Build and maintain standardized, live connected Excel models, ensuring FSM best model principles are followed.
- Direct, review, and take ownership of every model change made, using AI to speed up variance analysis, commentary drafting, and reporting packs while remaining fully accountable for the output.
- Produce fast turnaround, presentation-ready dashboards for urgent client requests, and support each client’s migration to AWS QuickSight as their permanent BI platform.
- Deliver actuals versus budget versus forecast reporting with clear, CFO-ready narrative: not just a variance table, but the 'so what' and 'what next' a founder can act on.
- Partner directly with CFOs, divisional heads, and clients as a trusted advisor, surfacing the questions the business needs to answer before the market forces the issue.
- Work within FSM’s centralized data infrastructure (Syncari and AWS S3), flagging data quality issues to financial controllers and your pod rather than owning the pipeline directly.
- Be prepared to continually improve your technical skills to ensure we provide the best service possible for our clients.
- Manage competing deadlines across multiple clients and industries, with a strong preference for SaaS.
- 3 to 6 years of professional experience in financial planning and analysis or a related field.
- Proven experience building financial models from scratch in Microsoft Excel, not just populating templates.
- Comfort directing AI tools such as Claude as part of a financial modelling and reporting workflow, with a willingness to pursue formal certification.
- Experience producing client-facing dashboards or reporting packs; exposure to AWS QuickSight or a similar modern BI platform is a strong plus.
- A track record of managing multiple clients at once, ideally around five at a time, with strong prioritization skills.
- Solid working knowledge of US GAAP and the core financial statements: income statement, balance sheet, and cash flow.
- Must speak English proficiently.
- Strong written and verbal communication skills, with the ability to turn numbers into a narrative a non-financial founder can act on.
- Proven ability to work US business hours, with at least six hours of daily overlap.
- SaaS industry experience strongly preferred.
- Compensation commensurate with experience
- Unlimited vacation
- Ongoing education and training
- Bonuses
Skills Required
- 3 to 6 years of professional experience in financial planning and analysis or a related field.
- Proven experience building financial models from scratch in Microsoft Excel.
- Comfort directing AI tools (e.g., Claude) as part of financial modelling and reporting, with willingness to pursue certification.
- Experience producing client-facing dashboards or reporting packs.
- Exposure to AWS QuickSight or a similar modern BI platform.
- Track record managing multiple clients simultaneously (ideally ~5 clients).
- Solid working knowledge of US GAAP and core financial statements (income statement, balance sheet, cash flow).
- Proficient English with strong written and verbal communication skills.
- Ability to work US business hours with at least six hours of daily overlap.
- SaaS industry experience.
What We Do
FSM provides accounting, finance and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices, and VCs
