Financial Planning and Analysis

• Design and own core financial models that support our annual plan, long-range forecast, and GTM strategy
• Partner with GTM leaders to set topline targets, evaluate resourcing decisions, and track performance against KPIs to dynamically influence strategic priorities and decision making
• Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations
• Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics

Strategic Finance Associate – GTM

Senior Financial Analyst

Senior Financial Planning and Analysis Manager

National Investment Manager

FP&A Lead

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