RigUp

Financial Planning and Analysis

• Lead annual budgeting and recurring forecast processes, partnering with business leaders to align financial plans with company strategy
• Develop short-term and rolling forecasts to provide timely visibility into performance and risks
• Monitor budget vs. actuals, proactively identifying variances and recommending corrective actions
• Own monthly and quarterly financial reporting packages for senior leadership and the Board
• Provide clear, data-driven commentary on business performance, trends, and key drivers
• Standardize reporting tools and dashboards to improve accuracy, efficiency, and scalability
• Leverage and improve current systems, including, but not limited to Adaptive and Netsuite
• Drive the budgeting and forecasting process to ensure FP&A alignment with the executive team and business
• Prepare financial analysis and forecasting for the board of directors
• Provide strategic inputs to forecasting models
• Oversee the cash flow analysis and financial modeling for key projects to understand return-on-investment (ROI) and the impact on the long-term financial forecasts
• Refine detailed data into real time reporting, company level communications, and executive/board level presentations
• Influence financial planning and strategic decision using data-driven recommendations
• Partner with Sales, Operations, and Engineering to establish and track GTM performance metrics
• Drive end-to-end sales operations support, including territory planning, quota setting, and incentive design
• Deliver insights that influence resource allocation, sales efficiency, and investment decisions
• Act as a trusted advisor to ELT, providing forward-looking analysis to inform decision-making
• Build and manage relationships across Finance, Sales, and Operations to ensure alignment on goals and execution
• Mentor junior analysts, foster a culture of analytical rigor, accountability and continuous improvement

Senior Manager, FP&A

Program Manager

• Leading implementation and client project execution
• Partner strategically with clients to assess their specific situations and needs. Map their current workflows, identify pain points, and implement solutions upon full rollout
• Develop and execute a client-specific project plan for the implementation of our Capital Management solution (including defining scope, objectives, timelines, and deliverables)
• Guide clients through the set-up process, including system configuration, user access, and platform training. Problem-solve alongside clients and Product/Engineering as needed
• In partnership with the RigUp Supply Chain team, develop a vendor onboarding strategy, including prioritization, communication cadence and templates, while updating Clients on progress or escalations
• Coordinate with the Vendor Operations team to ensure all vendors are fully onboarded onto the platform within required timeframes, ensuring adherence to compliance standards
• Collaborate with RigUp Product and Invoicing teams to establish account configurations and ensure successful vendor and client transactions.
• Ensure fast and thorough onboarding of new clients with close collaboration, while educating them on platform functionality and best practices to drive maximum value. Ensure no unnecessary delays in the implementation process, and continue to sell the customer on why implementing our solution is a high-value initiative
• Build and maintain strong relationships with existing and new users at Client to understand and champion their evolving needs. Serve as their primary point of contact throughout their lifecycle with RigUp Capital Management
• Create and align with clients on a Client Success Plan that will lead to client value, and identify areas for commercial opportunities and success with customers
• Monitor client usage of our solution and proactively identify areas for improvement (for clients, vendors, and RigUp) to maximize the value they are able to get from working with us
• Synthesize and champion client feedback internally. Partner with the product team to ensure customer feedback is reviewed and prioritized
• Maintain a high level of product proficiency and continually guide / train clients on new features, updates, and best practices to achieve their unique goals
• Partner with Sales teams throughout the client lifecycle to ensure smooth renewals and proactively identify opportunities to upsell
• Partner with the leadership team to define client value, desired client outcomes, and the best in class approach to servicing our clients to ensure that our solutions not only meet but far exceed their expectations of value

Client Program Manager, Capital Management

Accounting Manager

• Work closely with accounting and operations groups to develop a timely financial reporting framework
• Manage integration and consolidation of processes into RigUp's financial reporting processes, including monthly close cycle, reporting requirements, review of results, identifying accounting and operational items, internal controls and accounting policies
• Identify opportunities and drive changes to streamline accounting activities in a scalable way to adapt for the growth of the business
• Manage and maintain timely and accurate financial statements and reports in accordance with generally accepted accounting principles (GAAP)
• Serve as an effective business partner to many departments including operational departments throughout the company, while working effectively with the Executive team and other key stakeholders
• Work directly with operational payroll and invoicing teams to ensure GAAP compliant processes
• Support quarterly and year-end financial audits with external auditors
• Oversee the implementation of special projects, new initiatives, system changes, process improvements as assigned
• Looking for a candidate to be a GL hawk and know all the GL activity by heart so that they can timely identify discrepancies
• Manage other team members’ GL activity to ensure in compliance with recordation expectations
• Support the team in meeting their accounting close deadlines
• Provide ongoing coaching, feedback, and development opportunities to help team members grow in their roles and careers including goal-setting and performance reviews
• Foster an inclusive, collaborative team culture that encourages accountability, trust, and open communication
• Assign, delegate, and prioritize projects and tasks according to functional requirements and skills
• Set clear goals and expectations, monitor performance, and support continuous improvement through regular check-ins and performance reviews
• Partner cross-functionally to align team priorities with company objectives and ensure smooth collaboration across departments
• Lead with empathy and clarity, helping navigate change, resolve conflicts, and build team resilience