Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense.
Prepare monthly and quarterly financial packages for internal leadership and external stakeholders, including board and PE sponsor.
Serve as a finance partner to multiple functional areas, translating financial data into actionable insights for operational leaders.
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100 million+ in annual revenue, and has received multiple Best in KLAS awards.
Own the core revenue model and serve as the foundation for annual and quarterly planning processes.
Develop financial models to forecast revenue, cost, profitability, and ROI of commercial deals.
Evaluate ROI of major GTM investments and perform post-mortem analyses to inform future capital allocation.
Cohere is a leading security-first enterprise AI company that builds cutting-edge foundation AI models and end-to-end products for real-world business problems. As a global technology company with offices in Toronto, San Francisco, London, New York City, Montreal, Seoul, Germany, and Paris, we are a team of passionate researchers, engineers, and designers committed to advancing the widespread adoption of AI.
Support enterprise-level planning, budgeting, forecasting and management reporting, including materials for the Executive Committee and Board.
Coordinate with business partner FP&A teams to prepare and validate consolidated planning, budgets, and forecasts.
Maintain FP&A systems, execute data uploads, and support system enhancements and process improvements.
U.S. FinTech built and operates the largest and most advanced mortgage securitization platform in the world, supporting the Uniform Mortgage-Backed Security of Fannie Mae and Freddie Mac. They are a market-leading, cloud-based firm with a culture combining financial services expertise with technological innovation.
Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board.
Build and maintain financial models to support financial planning and reporting and provide insights to leadership.
Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making.
The Zebra provides online tools and licensed agents to simplify car and home insurance shopping. With over 74 million quotes compared since 2012, they employ a diverse team of tech and insurance veterans and were named an Austin Business Journal's 2026 Best Place to Work.
Lead high-impact strategic initiatives and financial models to support senior leadership decisions.
Conduct rigorous analysis of market trends, competitors, and customer behavior to inform strategy.
Develop strategic roadmaps and prepare board-level materials that distill complex analysis into clear narratives.
Underdog makes sports more fun by building products across fantasy sports, sports betting, and prediction markets. The company is valued at $1.3B and fosters a culture that values caring, pushing, and performing.
Building and maintaining financial models to drive actionable insights for leadership decisions.
Analyzing past and current financial data to develop accurate forecasts and report on key metrics.
Identifying and implementing AI-driven tools and workflows to streamline FP&A processes.
Ashley Digital is the e-commerce engine behind Ashley Furniture Industries, a major home brand. They are a fast-moving, collaborative team focused on shaping how people discover and buy home furnishings.
Lead the Product & Engineering strategic finance function, acting as a trusted advisor to senior leaders.
Develop robust financial models for major projects, including ROI, LTV/CAC, and payback analysis.
Define and track key performance indicators and productivity metrics across Product & Engineering.
HighLevel is an AI-powered business operating system that helps agencies, entrepreneurs, and SMBs build, automate, and scale their businesses. With over 2,000 team members across 10+ countries, it is a global, remote-first organization that values initiative, clarity, and execution.
Maintain and support financial planning and reporting, including forecasting, budget vs. actuals, and KPI dashboards.
Partner with department leaders to provide spend visibility and decision support for leadership.
Build repeatable processes and use AI tools to improve finance workflows.
Doola simplifies business formation, payments, compliance, and taxes for entrepreneurs worldwide. It is a dynamic, fast-moving startup focused on empowering businesses of all sizes.
Own pieces of long-range planning, the Annual Operating Plan, and reforecasting.
Build and maintain driver-based forecasting models tied directly to business drivers.
Drive performance reviews with business leaders. This is the feedback loop where FP&A shifts from reporting to coaching: review progress, surface issues, adapt plans, and make sure leaders feel supported and resourced to execute.
Mitek is a global leader in digital & biometric identity authentication, fraud prevention, and mobile deposit solutions. They have over 7,500 organizations using their products, with operations in the United Kingdom, Spain, France, Mexico, and the Netherlands.
Canals is a fully remote, profitable startup transforming the industrial supply chain ($10T industry) with AI. They are a 100 person team (60 in engineering) distributed across North and South America with a talent dense team and diverse backgrounds.
Oversee monthly financial statements, reconciliations, and SaaS revenue recognition under ASPE standards.
Develop KPI dashboards, lead budgeting/forecasting, and build financial models to support strategic decisions.
Drive process optimization through automation and AI tools, collaborating across Marketing, Sales, and Product teams.
Coconut Software builds Intelligent Branch Solutions that streamline operations, enhance customer experiences for financial institutions. With close to 40M raised and doubling revenue year after year, the company fosters an inclusive, people-first culture and has been ranked #22 in Best Workplaces in Canada (2025).
Twilio is shaping the future of communications by delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers worldwide. With a remote-first work culture and strong emphasis on diversity and inclusion, Twilio fosters a vibrant team environment where employees make a global impact.
Identify and structure high-impact business challenges, driving analysis to clear recommendations.
Build financial models to forecast new strategies and measure actual performance against targets.
Partner with senior leaders across functions to answer hard questions and proactively surface strategic insights.
Grüns provides comprehensive nutrition through convenient gummies made from 60 nutrient-dense whole-food ingredients. It is a fast-growing, fully remote startup with a high-trust culture and a small but scaling team.
Own the FP&A function, building board-ready models and driving forecasts to fuel growth.
Manage cross-functional budgeting, headcount planning, and financial reporting with clear insights.
Enhance financial planning tools like Workday Adaptive Planning and implement scalable processes.
Kin is an insurtech that uses data and technology to make homeowners insurance simpler, more affordable, and fairer, especially in areas with climate risks. Founded in 2016, it is a remote-first employer with over 300 employees across 35+ states, recognized as a Great Place to Work and featured on Forbes' Fintech 50.
Supports quarterly forecasting and annual planning processes for the Finance organization, including credit card fees and charge-offs.
Develops ad hoc financial forecasts and models to assist leadership in decision-making and effectively communicates trends.
Partners with stakeholders to incorporate key trends into forecasts, identifies opportunities to close gaps to expense targets, and drives incremental savings.
Liberty Mutual is an insurance company that aims to create an inclusive workplace where everyone can thrive. They offer comprehensive benefits, workplace flexibility, and professional development opportunities, with a focus on employee resource groups and community impact.
Own the full end-to-end weekly growth forecasting process, including modeling inputs, assumptions, variance analysis, and executive-facing reporting.
Build and maintain full-funnel revenue models across segments such as SMB, Enterprise, and International, from pipeline generation through activation.
Lead headcount and capacity planning across GTM functions, supporting organizational scaling and ensuring alignment between hiring plans and revenue needs.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The company processes applications using its matching system and shares top candidates directly with employers.
Maintain and enhance project cost control systems to ensure accurate financial visibility for teams and leadership.
Analyze project performance data, prepare dashboards, and recommend corrective actions to mitigate risks.
Manage budgets, forecasts, and financial models including EACs, ETCs, burn rates, and variance analysis.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It is a growing organization offering a collaborative environment and professional development opportunities.
Develop dashboards and custom reports that give senior leadership and program managers a clear view of performance.
Partner with FP&A, operations, and IT to translate business questions into clean data structures and scalable model design.
Build and maintain financial models in Workday Adaptive Planning for forecasting, budgeting, and scenario analysis.
LMI accelerates government impact with innovation and speed by investing in technology and prototypes ahead of need, bringing commercial-grade platforms and mission-ready AI to federal agencies. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value.
Partner with Compensation Manager to build and enhance compensation programs and processes.
Own compensation workstreams including equity modeling, market pricing, and pay equity analyses.
Build complex Excel models to support decision-making and workforce planning.
Voleon is a technology company that applies state-of-the-art AI and machine learning to investment management. It has grown into a multibillion-dollar asset manager with a collegial working environment and a team of internationally recognized experts.