Financial Planning and Analysis

• Lead the week-to-week and month-to-month forecasting, tracking, and reporting of expenses and headcount.
• Ensure leadership receives accurate financial insights and reporting packs ahead of key business reviews.
• Collaborate cross-functionally with revenue operations, department budget owners, and global finance teams.
• Maintain and refresh monthly and weekly GTM expense and headcount forecasting models.
• Run the monthly soft-close process to bridge financial planning and accounting data while ensuring high precision across all financial outputs.
• Prepare comprehensive reporting deliverables, including Monthly Business Reviews, Finance Review Packs, and All Hands presentation materials for leadership.
• Assist with capacity planning, deal review processes, and annual budget consolidation as strategic projects evolve.

Financial Analyst, 6 month contract

• Own strategic financial-services engagements
• Lead discovery with banks, PE firms, hedge funds, and asset managers: what matters to the investment team, what problems they are solving, and which workflows are worth automating
• Define scope—what is the right thing to build—and own success metrics, pilot design, and commercial structure
• Drive deployment and rollout across front-office teams, with real revenue responsibility alongside Sales
• Be the demo and technical proof engine
• Build and deliver compelling, workflow-specific demonstrations: screening, comps, diligence, earnings analysis, research synthesis, portfolio monitoring
• Prototype workflows, skills, and connector configurations hands-on in Perplexity Computer and the API Platform to prove value in the customer's own use cases
• Run pilots and evaluations that hold up to scrutiny from skeptical analysts and PMs
• Bring domain judgment to the product
• Translate how deal teams, research desks, and portfolio managers actually work into product, connector, and data-partnership priorities
• Assess whether we have the right market data, filings, transcripts, and research integrations to serve each finance sub-vertical—and drive the roadmap where we do not
• Codify repeatable engagement patterns: discovery templates, finance-specific reference workflows, demo libraries, and deployment playbooks
• Operate as the commercial lead
• Own senior relationships with investment professionals and technology leaders; move engagements through qualification, scoping, proposal, pricing, legal, and close
• Create urgency, write crisp follow-ups, and know when to push and when to wait

AI Strategist, Financial Services

• Partner with executive leaders and functional leaders to drive critical business decisions. Build trusted relationships and proactively surface insights, risks, and opportunities.
• Build and own financial models, including capacity and benefits modeling. Prepare strategic trade-off analyses that help leadership prioritize investments so Notion scales responsibly.
• Partner with Corporate Finance, Accounting, and cross-functional teams to deliver monthly and quarterly reporting and forecasting. Ensure accurate, timely reporting, providing clear variance explanations, and translating results into actionable recommendations for executives and functional leaders.
• Identify and implement AI and automation-driven improvements that allow financial processes to scale, drive real-time reporting, and enable impactful analyses.
• Deliver thoughtful ad hoc analyses for executive and business partner with strong judgment, speed, and attention to detail.

Strategic Finance, Business Partnership, Workflow Automation

• Lead company-wide FP&A processes (budgeting, pacing, consolidated forecasting (3 statements), AOP)
• Track company-wide performance against plan via monthly forecast updates, and provide transparency to business leaders via reporting and live reviews
• Communicate key financial and operational metrics to create transparency into performance and inform strategic and operational decisions
• Develop and maintain long term financial models that accurately forecast revenue and profitability
• Develop and maintain long term financial models (long range planning) that accurately forecast revenue and profitability
• Play a key leadership role in the development of executive, investor and board material presentations
• Manage financial forecasting systems (e.g. Adaptive, Netsuite) and tools
• Partner with the Accounting team to lead a robust monthly close process
• Collaborate across the broader Finance team and other multifunctional teams to support strategic decisions with financial/economic analysis and insight
• Effectively manage team priorities, deliverables, and set clear expectations to ensure consistent quality, on-time delivery of all key deliverables.
• Lead by example and be a champion of all company policies, including safety, attendance & security
• Proactively identify ways to improve our core FP&A processes
• Drive key IPO readiness initiatives, inclusive of quarterly earnings simulation

Director, Corporate Finance – Strategy

• Support the monthly and quarterly financial close process – including Adaptive reporting, variance reviews, and preparation of close metrics and summaries
• Coordinate close deliverables across workstreams, tracking open items and ensuring timely resolution
• Own quarterly forecasting process coordination – manage the forecasting calendar, Adaptive data loads, topsides tracking, QC, and preparation of management summaries
• Assist with quarterly forecast allocations, working closely with the Director and cross-functional partners
• Support Corporate OPEX budgeting and variance analysis in partnership with the Corp F&S Manager
• Produce operational analysis and CPU reporting, providing clear visibility into performance trends
• Own headcount reporting – maintain accurate HC data, produce regular reports, and partner with HR/HRIS to ensure data integrity
• Support HRIS/Workday data needs in partnership with the Corp F&S Manager

Senior Corporate Financial Analyst

• Own the end-to-end monthly cycle for the AI reporting work stream, including final inputs, executive steering committee reviews, and final leadership mailout (Monthly Operating Reviews with Senior Management)
• Build, maintain, and continuously improve recurring monthly deliverables, including the AI strategy deck, back-up materials, executive talking points, and a monthly AI initiative spotlight.
• Maintain the master tracker of all active and planned AI initiatives across the enterprise as the single source of truth.
• Apply and evolve the rules of engagement that govern functional vs. enterprise objective classification and direct vs. indirect benefit quantification (revenue growth, cost savings, productivity, time efficiency).
• Partner with finance and function point-people to convert hours saved, headcount avoidance, quality gains, and revenue lift into defensible dollar figures using prorated deployment-date and ramp logic.
• Pressure-test quantifications submitted by functions and explain methodology to senior leadership on demand.
• Track and report enterprise-wide AI engagement metrics and AI developer-tool impact (unique users, merged pull requests, code review activity), and maintain the consolidated benefits view by function.
• Conduct external benchmarking against peer companies to contextualize GM's AI value reporting for executive audiences.
• Prepare executive-ready talking points, narratives, and Q&A backup for senior leaders presenting AI content and adapt communication style to convey recommendations across different disciplines.
• Translate complex technical AI concepts (machine learning models, generative AI agents, computer vision, LLM-based assistants) into clear financial narratives and gain agreement regarding the business forecast direction.
• Guide direct reports on scoping complex problems and developing creative, innovative financial solutions.

Finance Manager – AI Reporting

• Develops analysis and responds to various requests by applying financial and analytical skills
• Supporting experienced analysts in completing analytical and reporting tasks for origination requests as requested
• Retrieves and reports financial balance information pertaining to client audits
• Assists the team with creating and maintaining report and workflow documentation
• Completes special projects on various issues as directed by management
• Promotes effective work practices, works as a team member, and shows respect for co-workers
• Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

Junior Financial Analyst

• Identify and execute borrow and loan opportunities across various asset classes (equities, fixed income, ETFs) using both manual and automated trading strategies.
• Leverage Python and SQL to streamline daily tasks, develop analytical tools, and automate data-driven decisions.
• Collaborate with Product, Engineering, and Operations teams to optimize data pipelines, trading systems, operational efficiency and risk controls.
• Monitor outstanding loans, recalls, and rates to optimize risk and profitability.
• Build relationships with borrowers, lenders, custodians, and firm client partners.
• Develop and perform operational tasks, product improvements, and automation tools for optimizing costs, revenue and workflow.
• Assess and manage counterparty, credit, and market risk while staying informed of market developments and regulatory changes.
• Work with existing and new securities lending vendors on product development solutions.
• Contribute to creating automated workflow solutions for securities lending trading and operations.

Securities Finance Trader

• Supports Monthly/Quarterly Financial Reporting and Planning processes, including financial and cost forecasting, reporting and analysis, and profitability analysis.
• Supports development of consolidated program Long Range Strategic Plans (LRSP) and Annual Operating Plans.
• Works with the business management teams to develop strategies to improve financial performance based on metrics and to support management & reporting requirements for the program.
• Support the management of program financials, including financial and cost forecasting, reporting and analysis, profitability analysis, and working capital analysis (accounts receivable forecasting, unbilled analysis, and aged receivables analysis).
• Supports review, analysis, and management of invoicing and collections.
• Support Sarbanes-Oxley (SOX) compliance and documentation.
• Coordinate with functional business management teams to develop strategies to improve financial performance based on metrics.
• Support the development of presentations for, and occasionally brief to, Program, Division, Sector, and Corporate leadership.
• Supports initiatives and ad hoc requests from Program, Division, Sector, and Corporate leadership.
• Interface with business, program, and corporate personnel.

Principal Financial Analyst

• Plans and tracks overhead and capital budget allocations and related metrics
• Assists management team with preparing annual budget requests
• Monitors budget performance by producing monthly budget and execution reporting
• Responds to ad hoc data inquiries and analytical report requests
• Informs Finance leadership on financial trends, reporting unit performance, and recommended corrective actions to achieve financial plans
• Compares and analyzes financial results with plans and forecasts, identifies trends, assess, and communicates reliable metrics to management for informed business decisions
• Work with managers, customers, and purchasing agent(s) to submit purchase requests
• Completes and analyzes cost transfers to ensure accuracy of cost allocations
• Manages, coordinates, and tracks the procurement of equipment and services necessary to accomplish divisional objectives and ensure the timely execution of budgets to planned targets

Financial Analyst

• Support the supply chain and operations functions.
• Scale modeling capabilities and be at the center of strategic projects.
• Drive all modeling & data analysis to support decision making across our capex spend.
• Improve inventory modeling and forecasting by automating and upgrading the current models.
• Understand Data sources & Models and dive deep through the data.
• Provide insights on areas of opportunity within capex spend.
• Owner of all capex and inventory modeling.
• Find opportunities to generate savings in our Capex spend.

Strategic Finance Manager, Capex

• Lead process to prepare financial forecasts in partnerships with leaders across the company
• Support annual operating plan cycle including target setting, guideline creation, managing calendar and milestones and producing presentations for senior leadership and board of managers
• Collaborate with leadership team to provide analytical rigor and evaluate strategic initiatives
• Partner closely with Fuze Rx’s Operations teams across Care, Fulfillment, and Delivery to proactively seek opportunities to drive operational excellence and optimize conversion costs
• Partner with all members of the senior management team and other company leadership on assessing and analyzing critical business decisions
• Build outstanding and effective relationships with cross-functional team
• Support the development and monitoring of KPIs tied to strategic goals, as well as evaluation of team performance against these metrics
• Strict adherence to the Company’s corporate policies and all regulatory requirements

Senior FP&A Analyst – Commercial

• Lead financial planning and strategy for manufacturing operations, including annual operating plans (AOP), monthly/quarterly forecasts, and long-term strategic plans.
• Partner with Operations leadership to help drive cost efficiency, margin improvement, and evaluate capital investment decisions through close partnership, thoughtful analysis, and rigorous reporting/tracking.
• Forecast and track company-wide operations performance (e.g. CPU, gross margin, capacity) and provide transparency to business leaders via reporting and live reviews
• Provide financial leadership on key Operations initiatives (e.g. expansions, cost savings projects)
• Collaborate across the broader Finance team and other multifunctional teams to support strategic decisions with financial/economic analysis and insight
• Effectively manage team priorities and deliverables; ensuring consistent quality, on-time delivery
• Lead by example and be a champion of all company policies, including safety, attendance & security
• Proactively identify ways to improve our core FP&A processes

Director, Finance & Strategy – Operations

• Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact
• Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area
• Review and analyze complex multi faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
• Lead mid Corporate Portfolio Management projects and teams
• Serve as a peer mentor

Lead Mid-Corporate Portfolio Manager – Restaurant Finance

• Serve as the finance lead for Samsara's R&D organization
• Own FP&A for R&D and Supply Chain Operations
• Own forecasting and controllership across Samsara's largest cost drivers
• Build scalable financial processes using AI tools
• Lead and manage a high-performing team

Senior Manager, Finance and Strategy

• Budgeting and forecasting: Support and help lead annual budget, quarterly forecast, long-range planning, scenario planning, and target-setting processes; ensure assumptions, projections, and source data are accurate, complete, and well documented.
• Financial modeling and analysis: Build and maintain financial models, variance analyses, trend reporting, and performance dashboards that help senior leaders understand business drivers and make informed decisions.
• FP&A systems administration: Act as a key administrator and power user for Prophix or a comparable corporate performance management platform, including model maintenance, user/security administration, data loads, testing, upgrades, documentation, and troubleshooting.
• Data integration and validation: Work with Finance, IT, Sales, Payroll, and other teams to move, reconcile, and validate data from Microsoft D365 Finance & Operations, Salesforce CRM, data warehouse sources, and related reporting tools into the FP&A environment.
• Reporting and business intelligence: Develop recurring and ad hoc reports using Excel, Prophix, Power BI, Management Reporter, SQL or SQL-like queries, and other available tools; present insights in a clear, business-oriented format.
• Executive presentations and financial storytelling: Build highly polished PowerPoint decks for senior leadership, operating reviews, budget and forecast packages, board-style materials, and strategic decision support.
• AI-enabled productivity and process improvement: Use approved AI tools, including ChatGPT or similar platforms, to support analysis, reporting commentary, documentation, troubleshooting, presentation drafting, formula/query assistance, automation ideas, and process improvement while applying strong judgment and validation.
• Cross-functional partnership: Partner with senior leaders, department managers, IT, Sales Operations, Accounting, external vendors, and other stakeholders to understand business needs, resolve issues, and deliver reliable reporting and planning support.

Senior Financial Analyst – FP&A

• Own and continuously improve financial models, business case templates, and other tools used to assess D&T initiatives, strategic value, and impact.
• Lead Finance partnership with Digital & Technology and cross-functional stakeholders to evaluate requests, pressure-test assumptions, identify risks, and align recommendations to business priorities.
• Develop and manage appropriate frameworks, which can include defining success metrics, establishing assumptions, and assessing value realization, in close partnership with other functions.
• Perform post-launch retrospectives to evaluate whether initiatives delivered expected financial and strategic value, detect causes of performance gaps, and recommend corrective actions or future investment implications.
• Influence cross-functional partners to define consistent metrics, establish ownership for data inputs, and improve the quality of investment decision-making.
• Assist in preparation of executive-ready materials for internal leadership meetings and external franchise discussions, so that business case performance, value realization and investment trade-offs can be clearly articulated.
• Conduct ad hoc analyses related to fund utilization and business performance, turning ambiguous questions into financial recommendations.

Manager, Strategic Finance

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Financial Representative, Entry Level

• Evaluate clients' financial needs and goals to recommend appropriate insurance products
• Develop personalized insurance plans that align with clients' long-term financial strategies
• Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve
• Stay informed about the latest insurance products and industry trends to provide clients with the best options
• Ensure all recommendations and sales comply with company policies and regulatory requirements

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