Fractional CFO for Software & SaaS in Oakville

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 Oakville are chasing the same investor-grade financial story as anyone in Toronto, often with leaner finance teams. With affluent professional-services and head-office density (Ford, Siemens, PwC) plus a growing tech scene, the bar for clean financials runs high. 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.

I serve Oakville in person. For a market this demanding, a CFO who shows up, understands the operating model, and owns the numbers beats a remote contractor every time. For an Oakville 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.