Finance & Strategy

Finance & Strategy

Typical Team’s Ratios for a Series B Company (5-10M€ ARR)

📊
% of FTE: 7% (Full G&A)
📊
% ARR Spent / Team: 12% (Full G&A)

Sources: XAnge portfolio companies + https://sacks.substack.com/p/the-saas-org-chart

Typical Team’s Org for a Series B Company

🔁
Usual Report to: CEO

Key Org Change to Notice

At Series B stage, the finance team starts specializing for giving a more comprehensive understanding of the business to the top management and the investors. Due to revenues and customers growth, the team usually internalizes the transactional roles such as accountant. When strategically needed, the finance team can include one person for legal or M&A.

CFO (8)

  • FP&A director and analyst (2)
  • Controller (1)
  • 1-2 accountants (1-2)
  • Ops (2)
  • Legal (1) - optional

Source:

Typical Team’s Contribution to Company KPIs

Additional Resources

👥
XAnge Role Resources

CFO | How to score the right CFO ?
CFO | Profile needed by investment stage
DAF | Fiche Métier DAF
CFO | Exemple de Scorecard @ Ouihelp ✨
Liste des compétences | Scorecards
CFO | Missions - Template to copy
Liste des compétences | Scorecards
CFO | Liste des compétences - Template à copier
Liste des compétences | Scorecards
CFO | Scorecard - Template to copy
Liste des compétences | Scorecards
CFO | Jobdesc @ Neobrain ✨
Is grants & subsidies a full time job in deep / med / bio tech companies?
CFO | Job Desc Example @ Workable
Head of Finance | Job Desc Example @ Workable
CFO | Job Desc @ Ouihelp ✨
CFO | Job Desc @ Lydia ✨
Head of Finance | Job Desc @ Welcome To The Jungle✨
CRO | Job Desc @ Gitlab
CFO | Fiche de poste @ Frichti
CFO | Must have interview questions
Entretien | Interview
CFO | Case Study @ Lydia
CFO | Cas pratique @ Ouihelp ✨
Construction du variable du CFO
Salaires | Compensations
CFO | Prise de fonction du DAF : La to doux liste des 60er jours @ SMASH group
Intégration | Onboarding