- Own the annual budgeting and monthly forecasting cycles, ensuring tight integration between actuals and projections and a single, trusted view of the plan.
- Build and evolve a driver-based operating model that reflects real business logic and scales with company growth.
- Prepare accurate, timely financial reporting and KPI dashboards for leadership, the board, and our PE sponsor, including compliance and lender reporting.
- Act as financial advisor to department heads, delivering the qualitative and quantitative story behind actuals-vs-budget variances and helping them manage expense and headcount.
- Support board and investor materials, fundraising or exit processes, and the financial analysis behind strategic decisions, while partnering with the CFO on diligence readiness, data rooms, and value-creation tracking.
- Serve as primary administrator of our planning tool, driving automation and integration to minimize manual data manipulation.
- Partner with Data Engineering and Analytics to maintain a single source of truth for financial and non-financial KPIs.
- Lead high-impact analyses that influence long-term outcomes: gross margin drivers, unit economics (CAC, LTV, payback), pricing, and headcount/investment ROI.
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