Planetary Scale

Financial Planning and Analysis

• Support onboarding of new clients, lead planning & budgeting cycles, contribute to major deliverables, and parachute in on high-stakes problem-solving
• Define and maintain standards, templates, and processes across engagements to ensure consistency, accuracy, and efficiency
• Manage and mentor 3+ finance team members, raising the bar on quality and output while taking on parts of the work yourself
• Manage bookkeeping, AP, AR and payroll processes across our client portfolio, ensuring accuracy, efficiency and compliance
• Review financial models, reports, and accounting work before they go to clients, board members and investors
• Improve workflows, templates, and tooling to increase efficiency and excellence across the firm
• Document and share learnings from across our client base, making PSA the repository of early-stage finance best practices
• Anticipate the needs of a growing client base, identify when and where new roles are required, and help recruit and onboard new hires to expand the team
• Take direct ownership of key deliverables — from monthly close to updating financial models to drafting client-ready reporting packages

Head of Finance Operations – FP&A, Accounting