Smith.ai

Financial Planning and Analysis

• Build and maintain dynamic financial models for revenue, expenses, headcount, and cash flow.
• Lead annual and quarterly forecasting cycles, including scenario modeling for growth initiatives.
• Analyze budget vs. actuals and provide actionable recommendations to leadership.
• Own company-wide SaaS metric definitions (MRR, CAC, LTV, churn, NRR) and ensure consistent reporting.
• Deliver clear, data-driven insights for board and investor reporting packages.
• Partner with GTM and product leadership to connect operational performance to financial outcomes.
• Conduct deep-dive analyses to uncover drivers of growth, retention, and margin expansion.
• Present financial and operational insights to C-level executives and department leaders.

Smith.ai

Senior FP&A Manager

FP&A Manager