• Manage FSM client engagements as a virtual Chief Financial Officer • Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions • Implement controls, frameworks, policies and systems that capture and utilize timely and accurate data across clients’ business, as well as financial planning, budgets, forecasting and closing processes • Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets • Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics • Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships • Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth • Collaborate with clients’ CRO and sales team on contracts and contract processes • Serve as a liaison between clients and their outside legal counsel • Oversee clients’ stock option, commission, and benefit plans • Direct and support FSM staff assigned to client engagements • Ensure deliverables meet FSM’s quality standard • Provide five-star client service