- Build and maintain the annual budget, quarterly forecasts, and long-range financial model.
- Own monthly and quarterly reporting: variance analysis, KPI dashboards, and board reporting materials and cadence.
- Partner with department leaders on budget ownership and spend accountability.
- Develop SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV, rule of 40.
- Model scenarios for pricing, headcount, and go-to-market investment decisions.
- Support fundraising and diligence processes with data room materials and financial models.
- Ensure data integrity across finance systems in partnership with accounting.