Accountable for leading efforts with divisional leadership to develop and communicate annual operating budgets and monthly forecasts ensuring alignment with enterprise and divisional strategic goals and objectives.
Identifies underlying business drivers, capacity levels, and operating constraints to maximize throughput at minimum financial cost, while focusing on customers’ and key stakeholders’ needs.
Advises divisional senior management on financial matters, assessing and explaining long and short-term implications of proposed/implemented initiatives for the organization.
Serve as a strategic thought partner, translating data into actionable insights.
Lead financial planning and modeling efforts, managing the budget.
Proactively identify risks and opportunities to optimize investments.
NerdWallet aims to bring clarity to all of life’s financial decisions. They've built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself. They invest in your well-being, development, and ability to make an impact.
Partner with senior business leaders to support strategic decision-making.
Lead the Commercial Lines division quarterly forecasting and planning process.
Lead management and Board of Directors (BOD) reporting.
CSAA Insurance Group (CSAA IG), a AAA insurer, is a leading personal lines property and casualty insurance group in the United States. With over 3,800 employees, they foster a collaborative and inclusive culture where employees' strengths can grow and ideas can drive real impact.
Develop and maintain dynamic, driver-based financial models.
Partner with executive leadership to translate company strategy into actionable financial plans.
Implement and optimize financial planning tools and reporting automation.
Garner Health is transforming the healthcare economy, delivering high-quality and affordable care for all, fundamentally reimagining how healthcare works in the U.S. They are one of the fastest-growing healthcare technology companies in the country, trusted by the most sophisticated employers and providers in the industry.
Lead and evolve the FP&A function in alignment with organizational priorities.
Partner closely with the CFO and executive team to deliver strategic financial insights.
Oversee budgeting, forecasting, and scenario planning processes.
MRO is a company that focuses on offering services related to information. They are dedicated to strengthening their FP&A organization and elevating capabilities to support company-wide decision-making.
Financial Modeling and Forecasting: build, improve, and own the company's three-statement financial model.
Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads.
Key Metric Reporting: monitor and communicate key performance indicators to executives across the company.
Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. They hire people who want that level of responsibility and move fast.
Develop precise financial modelling, analyses, and insights.
Offer FP&A support for other functions.
Isar Aerospace is at the forefront of New Space, building a modern space business for faster, better, and cheaper access to space. They are a fast-growing company aiming to provide sustainable launch solutions for small to medium-sized satellites, privately funded and dedicated to space innovation.
Own the end-to-end monthly forecasting and reporting process for headcount, equity, and SBC
Serve as the centralized owner of workforce financials, ensuring accuracy, rigor, and alignment with company priorities
Partner cross-functionally with Legal, Finance, Operations, Engineering, and other stakeholders to develop actionable hiring and expense targets
Hims & Hers is a health and wellness platform, aiming to improve people's well-being by offering accessible and personalized healthcare. They are a public company traded on the NYSE, focusing on normalizing health challenges and innovating solutions.
Lead the development, refinement, and monitoring of strategic plans within the Health Plan.
Partner with business and financial planning resources to ensure strong alignment in planning work.
Act as a proactive planning resource across the Health Plan to identify opportunities, risks, and trade-offs.
Blue Cross and Blue Shield of North Carolina offers health insurance and is committed to better health and health care in their communities. They are a fully taxed, not-for-profit company headquartered in Durham, North Carolina, serving over 4.3 million members and employing more than 5,000 people.
Serve as a trusted financial partner and strategic advisor to the Global Sales leadership team.
Drive long-term profitable growth by providing actionable foresight and decision support across all Global Sales channels.
Translate financial analysis and insights into high-impact business decisions that shape go-to-market approach for products, pricing, and customer value.
Nordic Naturals is the premium leader in the Omega-3 supplement category, committed to delivering the world’s safest, most effective nutrients essential to health. It is a remote-eligible company with its HQ in Watsonville, CA, and is seeking a Global Sales Finance Manager or Senior Manager.
Play a key role in long‑range planning and performance management.
Bring strong financial modeling skills and cross-functional impact.
Imagine Pediatrics is a tech-enabled, pediatrician-led medical group reimagining care for children with special health care needs. They deliver 24/7 virtual-first and in-home medical, behavioral, and social care, working alongside families, providers, and health plans.
Enhance and maintain reports, models, and data integrations within Adaptive Planning.
Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.
Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.
Own and drive the key components of the Annual Operating Plan (AOP) and rolling forecasts.
Lead the financial narrative for executive leadership, including preparation of materials and insights.
Lead, mentor, and develop a team of analysts and improve financial processes and models.
Trace3 provides technology solutions and consulting services to its clients. They empower IT executives and their organizations to achieve competitive advantage. The company has over 1,200 employees and has a startup culture with the advantage of a scalable business.
Maintain and improve Cartwheel's core financial model.
Lead the annual budgeting cycle.
Build forward-looking forecasts to support runway planning and board communication.
Cartwheel builds a new kind of mental health program for kids that puts schools at the center. They are backed by top investors including A Street Ventures, Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and they're looking for mission-driven teammates to join their team.
Build strong relationships with GTM leaders, becoming a dependable, solutions-oriented partner.
Own the budgeting, monthly close, and expense forecasting processes for the GTM organization.
Evolve how Canva forecasts commissions by tightening the connections between attainment, SPIFFs, hiring plans, quota structures, and ramp curves.
Canva is a design platform redefining how the world experiences design. They have a growing presence in the US and trust their employees to choose the balance of in-person and remote work.
Drive financial planning processes, ensuring resource allocation stays within budget.
Support the company-wide operating model, linking inputs to growth and profitability.
Perform financial analysis on results and KPIs, identifying underlying trends.
Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding and a diverse, national network of over 60,000 mental healthcare providers across all 50 states.
Analyze financial and operational performance, identify trends and risks.
Prepare and present monthly, quarterly, and annual financial reports.
Midi Health is dedicated to providing a virtual women’s healthcare platform. They are committed to providing high-quality healthcare and fostering a culture of innovation and inclusivity.
Lead the MANSCAPED internal and external financial reporting functions, budgeting and forecasting processes, and lead Finance support for corporate operating expenses.
Lead the development and automation of internal and external reporting, and KPI’s to help the company maximize its operational and financial performance.
Consolidate company P&L, balance sheet and cash flow reporting and forecasting responsibilities
MANSCAPED is a leading men’s grooming and lifestyle consumer brand with a mission to introduce and elevate a whole new self-care routine for men. It began as the category creator of below-the-waist grooming, and has quickly evolved into a global omnichannel powerhouse. As a people-centric employer brand, they are deeply committed to fostering the growth, happiness, and holistic well-being of each individual on their team.
Partner with teams to support the financial management of grants.
Track and analyze spending and funding progress across grant portfolios.
Identify and implement opportunities to improve financial planning, analysis, and reporting processes.
Khan Academy is a nonprofit with the mission to deliver a free, world-class education to anyone, anywhere. Their team includes people from academia, education, big tech, and startups valuing diversity, equity, inclusion, and belonging as necessary to achieve their mission.
Partner with R&D and G&A leaders to guide strategic planning and forecasting.
Build and maintain financial models to evaluate headcount investments and operating expenses.
Support monthly close, conduct variance analysis, and deliver executive-ready reporting.
Calendly is a popular scheduling platform that allows users to efficiently coordinate meetings and appointments. They are experiencing exciting product growth and offer opportunities for employees to learn and advance their careers.
Maintain financial models, forecasts, and budgets.
Analyze financial performance and variances, providing actionable insights to support strategic planning.
Support the budgeting process, including the preparation of detailed, bottoms-up annual budgets and monthly forecasts.
Little Spoon is committed to providing modern parents with high-quality products and experiences. Being the #1 DTC baby and kids food brand in the US, it has delivered more than 60 million meals since 2017.