Fractional CFO for Software & SaaS in Burlington

SaaS finance is its own discipline. Recognized revenue rarely matches cash, the metrics investors care about are not on the standard P&L, and the difference between a fundable story and a confusing one is almost entirely in how the numbers are framed. Founders usually do not need more bookkeeping — they need someone who speaks ARR, runway, and the board's language.

Software and SaaS companies in Burlington are chasing the same investor-grade financial story as anyone in Toronto, often with leaner finance teams. With close to 400 technology companies and a 7,000-plus life-sciences workforce, Burlington has real tech density — but most founder-led teams still lack senior SaaS finance. I bring direct Series B/C SaaS experience — ARR forecasting, ASC 606, and board decks — plus a sell-side M&A exit, so your numbers stand up to diligence.

This is squarely in my wheelhouse. I lead strategic finance and FP&A for Series B/C SaaS companies across the US and Canada — 3-statement models, driver-based forecasting around ARR, services revenue, headcount, utilization, and gross margin, ASC 606 revenue recognition, board and investor reporting, and an AI-native finance stack. I also led a sell-side M&A exit (a venture-backed company, acquired by a strategic acquirer), so I have built the model that gets a company through diligence.

Burlington is an easy in-person engagement from my Hamilton base. I come to you, sit with your leadership team, and build the finance function on site rather than from behind an email thread. For a Burlington software & SaaS business, that combination — industry depth plus a CFO who speaks ARR, runway, and the board’s language — is rare in this market.

Beyond the model, I am comfortable owning the finance tooling end to end. Steel City CFO's systems experience means I can stand up or clean up the stack — billing, accounting, and the reporting layer — so your SaaS metrics come out of a system instead of a heroic monthly spreadsheet rebuild.

That second service line — Financial Systems Architecture — is what makes the CFO work stick at a SaaS company: when billing and the systems behind it are clean, your ARR, deferred revenue, and burn come straight out of the stack instead of a spreadsheet rebuild.