- Own the annual budgeting, quarterly re-forecasting, and long-range planning processes
- Build and maintain the company’s consolidated operating model and driver-based financial models
- Partner with department leads to manage their budgets and identify efficiency opportunities
- Lead monthly close reviews, prepare budget vs. actual analysis, and explain variances
- Track and report on SaaS and operational KPIs such as ARR, NRR, CAC payback, and magic number
- Prepare Board, investor, and executive materials
- Run scenario planning, sensitivity analysis, and unit economics work
- Improve the FP&A tech stack and process, driving data quality and reporting automation
- Support strategic finance projects like capital raises, M&A diligence, and pricing analysis
SQLData AnalysisBudgeting