Financial Planning and Analysis

• Prepare and analyze monthly, quarterly, and annual financial statements to support leadership decision-making.
• Lead development and management of the operating budget and dynamic financial forecasts; collaborate with department heads to build plans and track performance.
• Develop and maintain financial models for scenarios including revenue projections, expense analysis, unit economics, and profitability assessments for new initiatives.
• Monitor and project company cash flow; provide regular updates and strategic recommendations to optimize liquidity and working capital.
• Identify and implement improvements to financial processes, systems, and internal controls to enhance efficiency and scalability.
• Participate in strategic planning discussions; provide financial insights, market analysis, and data-driven recommendations to translate strategic goals into operational plans.
• Conduct in-depth analysis of financial and operational KPIs (e.g., customer acquisition cost, lifetime value, churn, sales funnel efficiency, product usage) to identify trends and opportunities.
• Serve as a strategic financial partner to Sales, Marketing, Product, and Engineering; provide analysis, custom dashboards, and recommendations for resource allocation.
• Design and implement dashboards, reports, and presentations to communicate complex financial and operational data clearly to stakeholders.
• Provide financial and analytical support for organizational planning, including headcount modeling and compensation analysis.
• Prepare financial schedules, analyses, and investor materials for fundraising and may participate in select investor discussions as a financial subject matter expert.

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