- Own company-wide financial planning, forecasting, and budgeting processes
- Lead annual planning, including headcount modeling, revenue assumptions, and scenario planning
- Build and maintain financial models that support hiring, growth, and operational decision-making
- Partner closely with leadership across Sales, Customer Success, Product, Engineering, and Operations
- Improve visibility into business performance through reporting, forecasting, and financial analysis
- Establish and lead monthly business reviews
- Strengthen oversight of payroll, accounts payable, accounts receivable, collections, and expense management
- Act as a finance partner to go-to-market leadership on pricing, forecasting, and growth initiatives
- Partner with leadership on board reporting and investor materials
BudgetingSaaS