PerformYard

Financial Planning and Analysis

• Agile Forecasting & Planning: Lead the annual budgeting process and maintain a rolling 18-month forecast that adapts to shifting market conditions and internal pivots.
• Partner with the CEO, VP of Finance, and Operations leadership to deliver accurate forecasts and actionable insights
• Prepare monthly and quarterly financial reporting packages, including variance analysis vs. budget and prior periods
• Develop and maintain operating models, scenario analyses, and sensitivity modeling to support strategic decision-making
• Own the reporting and analysis of mission-critical KPIS (ARR, Retention, LTV, CAC, etc.) and communicate trends to leadership
• Establish and refine budget and operating benchmarks to support performance
• Board & Investor Relations: Prepare high-impact reporting packages for Board meetings and investor updates, providing clear narratives around variance and growth trajectories.
• Cash Flow Optimization: Manage sophisticated cash flow modeling to ensure capital efficiency as we scale toward $50M+ AR
• Act as Act as a "Internal Consultant" to Department Heads (Sales, Marketing, Product, Customer Success), helping them understand the financial implications of their key initiatives, headcount and spend decisions.
• Identify opportunities to improve financial processes, reporting efficiency, and data accuracy
• Collaborate with accounting, external CPAs, and auditors as needed to ensure alignment between reporting and planning.

Financial Planning and Analysis Manager