Drive financial planning cycle, including annual budgets, quarterly re-forecasts, long-term plan Advise the executive team, providing insights and analysis that drive company performance and growth. Quarterback materials and help deliver financial results to the board, potential investors, and executive team, with a focus on key business drivers and actionable insights Play a key role in future fundraises and target acquisitions Collaborate with business leaders across Sales, Marketing, Service Operations, Tech, and People to align financial goals with business objectives Drive financial decision-making support for major company initiatives, including new market entry and product development Drive process improvements across org to drive Net Revenue, Repeat Business, and EBITDA Champion automation leveraging AI Be a role model for operational excellence and career development. Design and implement scalable planning tools, financial models, and reporting systems that drive company objectives Drive the monthly and quarterly financial reporting and KPI dashboards for leadership and investors Analyze financial performance, including revenue trends, cost drivers, and profitability metrics, to identify areas of improvement Highlight material insights and recommend corrective action