- Lead all financial planning, budgeting, and forecasting processes across the company.
- Build and lead the Finance Business Partner organization to embed finance into Sales, Marketing, Operations, and Product units.
- Oversee corporate financial reporting, including Board of Directors materials and monthly/quarterly business reviews.
- Provide analytical insights into ARR, SaaS metrics, and subscription economics for diverse product lines and segments.
- Develop and maintain long-range financial plans, pricing strategies, and scenario models aligned with corporate strategy.
- Support corporate development initiatives including M&A due diligence, valuation modeling, and integration planning.
- Manage debt covenant compliance, EBITDA tracking, and lender relationships.
- Drive financial system optimizations, including the implementation of Adaptive Planning and NetSuite enhancements.
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