Financial Planning and Analysis

• Own and maintain a corporate financial model, including usage-based revenue forecasting.
• Perform scenario planning and sensitivity analysis for new revenue verticals and strategic initiatives.
• Drive internal financial planning and budgeting; collaborate on annual and quarterly budget cycles.
• Review and analyze monthly financial performance and surface key insights.
• Lead cross-functional alignment on financial targets and resource allocation.
• Conduct pricing analysis and develop pricing recommendations; analyze customer usage and monetization.
• Model pricing impact on unit economics and customer behavior.
• Own and maintain key business metrics (CAC, LTV, ARR, churn); develop industry-specific analytics for tax compliance technology.
• Partner with GTM Operations on go-to-market analytics.

Strategic Finance Associate

Senior Financial Planning and Analysis Manager

National Investment Manager

FP&A Lead

Local TV Buying Coordinator – Part Time

Finance Manager – Business Partner