o9 Solutions, Inc.

Payroll

• Lead the administration of payroll-related activities
• Establish checks and balances to ensure payroll compliance, accuracy, and timeliness
• Monitor and oversee multi-state payroll activities for 500+ employees
• Liaise with Human Resources to verify and confirm employee pay calculations
• Responsible for auditing pay records and addressing employee questions

Payroll and Expense Lead

Financial Planning and Analysis

• Develop and maintain detailed, bottoms-up Excel forecast models and annual operating plans (AOP) covering the end-to-end customer journey—including Sales pipeline progression, Marketing spend, Client Success retention, and Professional Services staffing.
• Partner directly with the accounting team during the month-end close cycle to ensure productivity metrics, demand planning data, and operational expenses are captured accurately and in a timely manner.
• Run comprehensive variance analyses identifying and researching deviations between actual results and the budget, forecast, or prior-year expenses.
• Partner with RevOps, ServiceOps, and CRM systems to extract pipeline data, manage expense assumptions, and track headcount capacity to ensure our operational models scale efficiently.
• Track, analyze, and report on critical SaaS unit economics, including CAC Payback, LTV, Net Retention Rate (NRR), and Gross Retention Rate (GRR), identifying areas where churn or inefficiencies impact the business.
• Create and maintain financial models for the Professional Services and Support teams, monitoring utilization and costs to ensure Gross Margins align with long-term profitability targets.
• Translate complex GTM data into clean, structured datasets and presentation slides to support leadership reviews.

Senior Financial Analyst

Architect

• Requirement analysis, day-in-the-life, solution design, configuration, data review, testing of solution and communication with internal and external stakeholders.
• Participate in process and business requirements sessions and document to-be business processes.
• Data requirement specification to meet the business requirements.
• Support solution architecture and functional design specification documentation.
• Demonstrate the configuration to the client teams through the agile methodology.
• Work with Internal Research and Development Teams to document solution enhancements.
• Support test-case creation and execution through the various test stages.
• Work with cross-functional teams to ensure successful planning and execution of project.
• Plan, develop and deliver super user training.
• Mentor junior members of the o9 implementation team.

Payroll and Expense Lead

Senior Financial Analyst

Associate Architect