About

✨ Why Work With Us We’re a hedge fund backed SaaS company in the legal technology space, led by experienced founders with prior exits. Our product has strong traction, an operational customer base, and investor interest. This engagement is about translating that progress into a professional-grade financial narrative to support our next phase of growth. 🧭 About the Role We’re a growing LegalTech SaaS company preparing to present to institutional investors and need a senior-level finance professional to build investor-grade proformas and projections for the next 2–3 years. *** Our investors have requested three financial scenarios to illustrate how our business performs under different strategic paths: • Lean / Internal Efficiency • Baseline / Steady State • Aggressive / Full GTM We need a partner who can translate our business model into clear, credible financials that can stand up to investor scrutiny. 📊 Responsibilities • Build a dynamic, driver-based financial model (Excel or Google Sheets) with toggles for 3 scenarios. • Produce 2–3 year projections including P&L, cash flow, and balance sheet. • Model SaaS metrics and unit economics, including ARR, MRR, CAC, LTV, churn, gross margin, and runway. • Create a professional summary deck or presentation-ready financial overview. • Work directly with the CEO to ensure alignment with company strategy and investor expectations. 🧠 Ideal Background • 7+ years in CFO, FP&A, or financial strategy roles (preferably SaaS or venture-backed startups). • Deep understanding of SaaS business models and investor reporting standards. • Proven experience creating models for Series A–C fundraising or institutional investors. • Exceptional Excel/Sheets modeling ability — driver-based, scenario toggles, automated summaries. - Strong communication skills — able to explain complex models clearly to both financial and non-financial audiences. 📈 Deliverables • Investor-grade financial model with 3 scenarios • Summary assumptions & KPI dashboard • Investor presentation slides (optional but preferred) • Assume 1–2 short collaboration sessions with the CEO