Fractional · SaaS Specialist

SaaS virtual
CFO.

Fractional CFO services and finance function build-out for high-growth SaaS companies. Board-ready reporting, revenue operations, and financial infrastructure, without the full-time hire.

What This Is

Finance leadership without the headcount.

Most SaaS companies at $1M–$15M ARR don't need a full-time CFO, but they do need someone who understands SaaS metrics, board reporting, and what "good" looks like. That's what this service is. We bring direct experience across multiple NZ and AU SaaS companies, having operated at Head of Finance and Financial Controller level across high-growth environments.

What's Included

Six pillars of finance leadership.

Board Reporting

Monthly board packs: P&L, ARR waterfall, GRR/NRR, cash position, hiring vs budget. Good/Bad/Ugly narrative framework.

Revenue Operations

ARR, MRR, churn, expansion revenue, commission modelling. Multi-region consolidation (NZ/AU/UK/US).

Budgeting & Forecasting

Annual budget builds, scenario modelling, department-level headcount planning, variance analysis.

Finance Function Build

Chart of accounts, month-end close process, AP/AR workflows, payroll reconciliation. From zero to scalable.

M&A Support

Acquisition modelling, financial due diligence, SPA review, completion accounts, post-acquisition integration.

Software Implementation

Xero, Airwallex, Mayday, and other finance tech stack implementation and optimisation.

Who This Is For

The right fit.

Seed to Series B SaaS companies without a full-time CFO
Founders who need board-ready numbers but aren't financial experts
Finance teams that need senior support on complex projects
Companies going through fundraising, M&A, or rapid hiring phases
Background

Experience & affiliations.

Deep, real-world SaaS finance experience, not just accounting theory.

Operator background across high-growth SaaS
BCom, University of Auckland
Big Four advisory, tech clients
Product management, finance software
Head of Finance, high-growth SaaS
Member: Finance in Tech community
Member: Finance Kiwis in Tech (Slack)
Advisory council: Mayday Financial Leaders
Approach

How it works.

01
Assessment

We start by understanding your current finance setup, team, systems, and reporting gaps.

02
Scope

We define a clear engagement scope, monthly retainer, project-based, or one-off. Fixed fee, confirmed upfront.

03
Ongoing

Regular cadence: monthly close support, board pack preparation, and ad-hoc queries included.

Pricing

Scoped to your business.

CFO engagements are scoped individually. Monthly retainers typically range from $2,000–$6,000 + GST depending on complexity, team size, and reporting requirements.