- Build and maintain driver-based operating models tied to business assumptions (headcount, ARR growth, pipeline)
- Perform meaningful and in-depth financial analysis on current and future financial performance, which includes but is not limited to budget variance analysis, standard monthly, quarterly and annual financial analysis
- Champion the adoption of AI and LLM-powered workflows across the team by defining best practices, identifying high-impact use cases, and enabling knowledge sharing
- Drive effective application of AI tools for data analysis, insight generation, and narrative commentary to improve accuracy, increase efficiency, and streamline day-to-day operations
- Research and analyze historical, current and projected financial data for use in planning, forecasting and management decision making
- Partner with broader Finance and RevOps teams to ensure data integrity and consistency across systems
- Develop automated reporting and dashboards to track key SaaS metrics, providing commentary and actionable insights to support decision making
- Drive improvements in planning processes, reporting cadence, and tooling
- Build relationships across the organization to ensure alignment on assumptions, definitions and support storytelling through data
- Other Ad Hoc duties as assigned
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