The SaaS CFO

The top source for SaaS metrics, finance, and accounting education and templates. The SaaS CFO also offers fractional SaaS CFO services and coaching.

Ben's SaaS templates have been downloaded 100,000+ times and counting.

Founder

Extend

At Extend, we help B2B companies collect cash faster with less manual effort. No more manual emails, Post-it notes, Outlook reminders, and reminders from your CFO.

B2B SaaS finance and accounting teams automate laborious, uncoordinated workflows around account receivables and payment collections. Put your cash collections on auto-pilot and free up staff time.

Co-Founder

The SaaS Academy

The top online and in-person academy teaching SaaS finance and metrics. 3,000+ companies and 15,000+ students enrolled. Join our SaaS community!

Maxio

Maxio helps businesses accelerate growth efficiency with the industry’s only all-in-one billing and financial operations platform purpose-built for B2B SaaS.

Advisor

SaaS Metrics Standards Board

Founding Member

Mobile Solutions

Chief Financial Officer

Cartegraph

Revamped the finance and accounting function for a successful exit to private equity.

Vice President and Chief Financial Officer (CFO)

Provided finance and operational leadership to US subsidiary of German-based RIB Group – a leading global provider of ERP software solutions to the construction industry. Responsibilities include all aspects of finance, accounting, tax, treasury, human resources, research and development, services, and support. Hired to bring structure and process improvements to functional areas and execute US and Canadian expansion plan.

Executive Vice President and Chief Financial Officer (CFO)

Pinnacle Airlines Corp.

While Director of FP&A at Pinnacle Airlines Corp., Ben implemented an improved FP&A structure and process to support a rapidly growing organization.  Within his first year, he sourced and implemented a new planning and reporting system to move away from an offline, Excel-based system.  Through this technology and process redesign, his team reduced Pinnacle’s annual budget season from three to two month and introduced a detailed, monthly forecasting package.  Other improvements included new management performance reporting through monthly close packages, leading to earlier corrective action of operating variances.  With better data and analysis, his team created a new cost and revenue allocation system to determine profitability by product line and a more sophisticated process to bid on RFP’s.  Ben also developed Pinnacle’s first external finance training course in partnership with the University of Memphis.

Director, Financial Planning & Analysis (FP&A)

A.D.A.M., Inc.

As the first financial planning and analysis hire, Ben created many "firsts."  This included a weekly revenue forecast for the CEO using bookings data while applying software revenue recognition standards and a complex financial statement forecasting model.  Ben partnered with product managers on investment decision analysis and product pricing reviews to align R&D and related operating expenses with projected product revenues.  He also decoded customer pricing plans from a previously off-shored process.

Manager, FP&A

The SaaS CFO | The #1 source for SaaS finance education. Video lessons, content, templates, and communities to accelerate your SaaS and career.

WHAT I DO:  I help SaaS companies via fractional SaaS CFO services, coaching, and courses in SaaS metrics and finance.  I help companies achieve financial improvement and transparency via a SaaS finance framework that links operations to finance.

WHO I HELP:  I help SaaS founders, finance/accounting, and investors.

WHY IT WORKS:  Translating the operational story into consumable numbers is the key to driving corporate performance and understanding the economics of SaaS businesses.

WHAT MAKES ME DIFFERENT: From debits and credits to financial forecasting to M&A, my experience has not just been silo’ed in the accounting or finance track, but both sides of the desk.  My operations background at several airlines has improved my ability to translate operational performance into improved financial understanding and foresight. My on-the-job experience as a SaaS CFO has allowed me to help thousands of SaaS founders and finance teams.

Ben Murray

Michael Luckey, MBA

Iterategy

Helping Startups make data-backed decisions to achieve sustainable growth

RevGenius

RevGenius is a trusted space where curious revenue professionals are collaborating on the future of B2B GTM

Member

Rally Corp

As a Co-Founder and Director of Operations, I had multiple roles and responsibilities; a few of those roles and responsibilities include:

• Led Project Management and Product Management, including managing the product roadmap and development team

• Established and scaled the first defined customer support system and process which led to an average time to first response of under 30 mins for support tickets

• Defined customer onboarding and lifecycle to ensure customer success, support, and the resolution of issues were completed in an efficient and timely manner

• Developed multiple outbound prospecting systems and channels including email and LinkedIn which led to organic growth and a decrease in customer acquisition costs 

• Managed the billing department and bookkeeping, including budgets, financial modeling, and growth forecasting

• Developed and implemented regular reporting of key performance metrics including forecasting, funnel analysis, and pipeline management and optimization

Co-Founder, Operations & Strategy

AARE - Real Estate

As Operations Director, I worked across departments to implement multiple processes and systems. Those systems and processes include:

• Launched a new internal communication system that reduced internal email volume by 50%, increased collaboration with the remote workforce, and created the capacity to handle external communications more efficiently

• Deployed a new project management system that identified potential overlapping initiatives and allowed better allocation of resources

• New CRM was the first standardized pipeline and process, thereby combining data/information from multiple disparate systems into one unified system
             • Dedicated pipeline and defined stages and processes
             • Deployed the first sales and marketing automation system

• Led the process of launching a new online community and learning management system, which allowed a central location for members to access information and engage with other members

Fractional Operations Director

Self-Employed

• Led two separate mobile app development teams simultaneously each developing two separate apps, each with their own iOS and Android versions from concept to listing on both the Apps Store and Google Play Store in under 60 days

• Consulted with clients on new business development opportunities

• Provided expertise for marketing campaigns in progress and planned for future campaigns. Developed promotional budgets and implementation plans  

• Conducted market research and advised on go-to-market plans

Product/Project Manager & Consultant

Markstein Beverage Co. of Sacramento

Served on a leadership team comprised of management staff from each department, tasked with creating an employee training program, business-improvement strategies, and product marketing ideas

Was part of a team that managed over $200,000,000 in sales annually

Leadership Team

Developed and implemented marketing and sales objectives for a portfolio of brands that did over $10 million in sales annually. Contributed expertise to successful product launches by educating the sales force about new products and creating product launch strategies. Participated in determining sales goals, developing budgets, and creating incentives sales representatives

Successful projects included:
• Collaborated with the IT department to develop the company’s first-ever digital pitch book for 200+ products, providing 24x7 access to all company product information via sales reps’ tablet computers. 
• Developed strategies and provided training to aid reps in selling new products for smaller brands not yet well established in the marketplace.
• Developed key account list for craft and import beer portfolio and provided account-level support, focused particularly on creating brand-specific promotions in the accounts.

Products worked with include:
Boston Beer, Sierra Nevada, Firestone Walker, Goose Island, Guinness, Speakeasy, Stella Artois, and many others.

Associate Brand Manager, High-End Brand Portfolio

Performed a similar role to High-End brand position, with a focus on lead generation. Additionally, managed and coordinated a product demonstration team for field marketing events.

Products worked with include: 
Monster Energy, Arizona Iced Teas, Perrier, San Pellegrino, Tampico, Nestle Pure  Life, Arrowhead Mountain Spring Water, Acqua Panna Water, Icelandic Glacial, Activate Drinks, illy issimo.

Non-Alcoholic Sales & Marketing Representative

Designed and implemented schematics for chain, independent grocery and convenience accounts. Partnered extensively with independent store owners to design effective, sales-generating beverage sections.

Category Development

Executed sales objectives through merchandising and maintained product quality control at the account level. Initially completed a 3-month internship by rotating through diverse company departments. Gained first experience with the company while still in high school, working summers as a warehouse helper and delivery helper.

Intern

Donaghy Sales, LLC

While completing my undergraduate degree I worked as part of the Contemporary Marketing Team where I initiated actions to develop and execute marketing plans for adults 21-35 years old. This included account management, field marketing, event planning, and customer engagement. In this position I gained both B2B and B2C experience.

Contemporary Marketing Team

Sales & Marketing Operations Expert | Founder @ Rally Corp

As a co-founder and director of operations and strategy at rallycorp.com, I am passionate about empowering communities and causes to rally and mobilize people to change the world. Our mission is to help purpose-driven leaders get results with mobile technology by providing them with innovative tools such as Text-to-Donate, Text-to-RSVP, Ringless Voicemail, and smart Texting Campaigns through our Rally Platform.

With my background in sales and marketing for top consumer packaged goods brands and an MBA in marketing and international business, I have leveraged my skills to build rallycorp.com from the ground up, serving 6 out of 10 of the world's top non-profits and top US hospital networks. My responsibilities include sales and marketing operations, go-to-market strategy, and deploying sales and marketing analytics and automation, allowing us to automate processes and make educated business decisions.

As a B2B SaaS founder, I understand founders' challenges in balancing growth strategy and execution. I offer my expertise as a fractional sales and marketing operations expert, helping visionary B2B SaaS startup founders optimize their sales growth while reducing cost per lead. My services include robust marketing and sales analytics dashboards, sales automation, and designing and executing projects that align with your business goals.

Outside of work, I believe in doing good while also doing well. I enjoy spending time with my family, exploring the great outdoors through golf, hiking, skiing, and fly fishing, and traveling as much as possible.

Let's connect if you're interested in learning more about rallycorp.com, discussing how I can help your B2B SaaS startup as a fractional sales and marketing operations expert, or simply sharing insights and experiences in the world of purpose-driven business.

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The Battle

Ben Murray

Michael Luckey, MBA

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