FinStrat Management, Inc.
FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.
Accounting • Bookkeeping • FP&A • Virtual CFO • CFO
Project Manager
3 days ago
FinStrat Management, Inc.
FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.
Accounting • Bookkeeping • FP&A • Virtual CFO • CFO
📋 Description
• Act as a strategic thought partner to executive leadership • Analyze and synthesize complex information to support decision-making • Proactively identify opportunities for process improvement and organizational efficiency • Manage complex calendaring and prioritization of executive’s time • Coordinate high-stakes meetings and strategic initiatives • Oversee project timelines and ensure accountability for deliverables • Build and maintain relationships with internal and external stakeholders • Facilitate effective communication across all organizational levels • Represent the executive in key meetings and follow up on action items • Develop and maintain stakeholder engagement strategies and protocols • Coordinate travel logistics and complex scheduling • Manage confidential information and sensitive communications • Oversee administrative processes including expenses and documentation
🎯 Requirements
• 6+ years of experience supporting senior executives in a fast-paced environment • Demonstrated emotional intelligence and interpersonal skills • Superior written and verbal communication abilities • Strong analytical and problem-solving capabilities • Excellence in prioritization and project management • Proficiency in modern business technologies and tools • A self-starter who can operate independently and manage multiple tasks
🏖️ Benefits
• Unlimited vacation • Ongoing education and training • Bonuses
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