- Lead the annual budgeting process and maintain a rolling 18-month forecast.
- Partner with the CEO, VP of Finance, and Operations leadership to deliver accurate forecasts and actionable insights.
- Prepare monthly and quarterly financial reporting packages, including variance analysis vs. budget and prior periods.
- Develop and maintain operating models, scenario analyses, and sensitivity modeling to support strategic decision-making.
- Own the reporting and analysis of mission-critical KPIS (ARR, Retention, LTV, CAC, etc.) and communicate trends to leadership.
- Establish and refine budget and operating benchmarks to support performance.
- Prepare high-impact reporting packages for Board meetings and investor updates.
- Manage sophisticated cash flow modeling to ensure capital efficiency.
- Act as an "Internal Consultant" to Department Heads.
- Identify opportunities to improve financial processes, reporting efficiency, and data accuracy.
- Collaborate with accounting, external CPAs, and auditors as needed.
SalesforceMicrosoft Excel