Financial Planning and Analysis

• Drive Strategic Priorities: Define and execute initiatives in partnership with the CFO that strengthen the company’s financial foundation and long-term growth.
• Lead High-Impact Projects: Partner with Sales, Customer Success, and Product teams to develop tools, processes, and automation that accelerate revenue growth, improve customer outcomes, and support operational scale.
• Support Financial Planning: Contribute to budgeting, rolling forecasting, and long-range planning, ensuring alignment between strategy, execution, and financial outcomes.
• Build Visibility: Design and implement dashboards that give executives and the board real-time insights into financial and operational KPIs, enabling faster, more informed decisions.
• Elevate Communications: Prepare materials for the board, investors, lenders and leadership team that distill complex data into clear narratives, highlighting risks, opportunities, and strategic recommendations.

Strategic Finance Manager

Engineering Manager – Finance

Senior Financial Analyst – Corporate FP&A

Vice President, Finance and Accounting

Accounting Intern

Manager, Value Creation & Investments – Private Equity