Financial Planning and Analysis

• Prepare material for recurring financial reports, including C-Suite summaries and supporting data for Board of Directors and investor materials.
• Maintain high data accuracy in reporting dashboards and forecasting tools through quality assurance and troubleshooting.
• Conduct detailed monthly budget vs. actual variance analyses on operating expenses and key accounts, quantifying and documenting the differences.
• Update, manage, and review complex financial models in Excel and Google Sheets used for monthly, quarterly, and annual forecasts.
• Accurately calculate, report, and help automate key SaaS performance metrics (e.g., ARR, Sales capacity/productivity) using defined methodologies.
• Build, update, and maintain scalable dashboards and standardized reports in tools like Tableau, Google Sheets, or Salesforce to track and surface performance data.
• Document existing financial processes and support senior team members in implementing minor improvements and automations to streamline current workflows.
• Collaborate with Sales, Accounting, and Recruiting teams to ensure consistency and alignment when reporting key financial and operational metrics, as well as employee headcount by business unit.

Lead Financial Analyst – GTM

Investment Banking Analyst

Lead Financial Analyst