- Own the annual budget, monthly rolling forecasts, and quarterly reforecasts.
- Analyze budget variances and partner with department heads on financial planning.
- Prepare management reports, board presentations, and investor materials.
- Present financial insights and recommendations directly to the executive team.
- Track ARR, NRR/GRR, churn, CAC, LTV, and burn multiple.
- Partner with Sales and Marketing on revenue forecasting, pipeline analysis, capacity planning, commissions, and marketing ROI.
- Collaborate with Accounting on month-end close, revenue recognition, audits, and tax-related analysis.
- Use AI tools to improve financial modeling and reporting, automate recurring processes, and reduce manual work.
SalesforceMicrosoft ExcelGoogle Sheets+1 more