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Financial Planning and Analysis

• Run monthly/quarterly close, consolidations, and reconciliations; deliver a fast, accurate investor and board reporting pack (ARR/NRR, retention, cash).
• Establish quarterly budgets by team; drive rolling forecast and unit economic analysis; monitor plan vs. actual for the full P&L.
• Author ASC 606 policies, review deals/terms, maintain control evidence; support both external audits and SOC 2 readiness.
• Define and maintain order flows, invoicing, collections, cash app, and credit risk processes; reduce DSO and exceptions across Rillet ⇄ Stripe ⇄ Snowflake ⇄ HubSpot.
• Partner with Product and GTM to design, test, and measure monetization strategies; set up an ongoing experimentation loop.
• Own guardrails and discount policy for sales-assisted deals; lead non-standard approval processes with Product, GTM, and Legal.
• Support external audits and SOC 2 readiness led by the CTO; ensure consistent process hygiene.
• Rillet (ERP), Stripe (billing/payments), Snowflake (data—via data team BI tools), HubSpot (CRM).

Head of Finance

Product Manager

• Identify high-impact product problems
• Own complex initiatives from diagnosis to shipping
• Collaborate closely with engineering and design
• Maintain a coherent product experience
• Elevate product thinking across the team

Head of Finance

Staff Product Manager