Fractional CFO for Software & SaaS in Hamilton

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 Hamilton are chasing the same investor-grade financial story as anyone in Toronto, often with leaner finance teams. With a fast-reinventing economy and a deep industrial base just up the QEW from the Toronto to Waterloo tech corridor, the talent and capital are here, but senior SaaS finance is scarce. 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.

Being in Hamilton means I can sit at your kitchen-table office, your trailer, or your boardroom in person. Steel City CFO already ranks at the top of local search for fractional CFO work, and that is on purpose: this is home turf, and the work is hands-on. With over $2 billion in annual construction value and a $5.2 billion municipal infrastructure deficit, Hamilton’s builders and industrial operators carry exactly the kind of job-cost and WIP complexity I work in. For a Hamilton 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.