Serve as a financial partner to business units, providing strategic insights.
Lead the annual budgeting and quarterly forecasting processes.
Prepare financial reports, dashboards, and executive-level presentations.
WorkWave provides solutions that directly contribute to the success of its customers. They cultivate an energetic, fun, and inclusive team environment, encouraging innovation and collaboration with a startup feel within a global company.
They are a fast-growing, remote-first SaaS company building modern solutions for marketing and customer engagement teams. This role is ideal for a hands-on Senior Financial Analyst who can own core FP&A processes while partnering closely with leadership.
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.
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 financial models and KPI reporting, sharing insights about risks and opportunities.
Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
LifeLabs Learning provides science-backed training for managers and teams, focusing on skills such as coaching, feedback, and inclusion. As a diverse team of experts, they help organizations build these skills into their culture and systems.
Build a comprehensive FP&A model from scratch covering revenue projections.
Produce monthly and quarterly financial snapshots pulling from the model.
Document all model assumptions, formulas and logic.
Sapience AI is building Institutional Knowledge Infrastructure – technology that captures expertise from the people who have it and delivers it conversationally to those who need it. They are a pre-seed stage AI startup ready to welcome a financial mastermind who can help them stay on track and build a compelling FP&A.
Own the operating model, annual plan, quarterly forecasts, and long-range financial outlook.
Build and maintain the headcount plan with functional leaders, tying hiring decisions to business outcomes and ROI.
Provide the analytical backbone for pricing decisions, contract structures, and GTM strategy.
Allium is building the system of record for onchain finance. They ingest, verify, and standardize data across 140+ blockchains and 30+ petabytes of history, serving finance, accounting, risk, engineering, product, strategy, research, and executive teams.
Own company-wide FP&A including budgeting, forecasting, and multi-year planning
Partner with the CEO on strategy, scenario modeling, and capital allocation
Lead Revenue Operations including forecasting, territory planning, and GTM analytics
TurnKey Lender is a global SaaS platform that enables financial institutions and lenders to automate and scale their lending operations through AI-driven decisioning, workflow automation, and advanced analytics. As they continue to grow globally, they are building a modern go-to-market engine to support scalable pipeline generation, product adoption, and market expansion.
Be a strategic finance partner to executives and functional leaders.
Lead a high performing finance team that drives outcomes.
Provide financial reporting, analysis and KPI metrics to the business teams.
Included Health delivers integrated virtual care and navigation, striving to raise healthcare standards. The company breaks down barriers to provide high-quality care for every person, offering guidance, advocacy, and personalized virtual and in-person care.
Assist in month-end process and analysis of base-level data.
Prepare and present financial reports to senior management.
Conduct in-depth financial analysis, including monthly forecasting, budgeting, and variance analysis.
Forbes Advisor's mission is to help readers turn their aspirations into reality by providing trusted advice and guidance for informed decisions. It is an experienced team with decades of experience across content, SEO, business intelligence, finance, and more.
Own the financial model, KPI infrastructure, and performance insights, working closely with the Head of FP&A.
Translate strategy into numbers, bring structure to ambiguity, and proactively surface insights that shape how operations are run.
Analyze revenue, pipeline, sales efficiency, and unit economics and deliver clear insights on what’s happening and why and recommend action steps.
Chainguard provides a secure foundation for software development and deployment by offering guarded open source software that is built from source and updated continuously. They help organizations eliminate threats in their software supply chains and aim to be the safe source for open source.
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.
Improve reporting, forecasting accuracy, and planning processes.
Support expense management and improve cost visibility across teams.
Build models to evaluate ROI, payback, and investment decisions.
Automatiq is the leading all-in-one software platform in the live event ticketing world, serving resellers of all sizes. They are data-driven and customer-obsessed as they work to solve interesting and complicated challenges in a fast-growing global market.
Lead end-to-end planning, forecasting, and rolling forecast processes across the company.
Build centralized BI capabilities supporting executive dashboards, operational metrics, and board-level reporting.
Lead and develop the FP&A team and support analytics partners across functional teams.
Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. Well over 100,000 providers trust Tebra to elevate their patient experience and help them grow their practice.
Develop and maintain sophisticated financial models to support robust forecasting, budgeting, and processes.
Execute in-depth quantitative analysis of business unit performance, unit economics, and profitability to uncover key trends.
Partner with business unit leaders to provide data-driven financial guidance, challenge assumptions, and support strategic initiatives.
They are a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world. They aim to achieve economic freedom and wealth protection for everyone, no matter where they live.
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.
Support the preparation of monthly, quarterly, and annual financial forecasts and budgets, learning the underlying processes.
Assist in the analysis of financial data to identify initial trends and provide insights for business decisions, under guidance.
Help prepare and distribute regular financial reports, including variance analysis and performance summaries.
Xapo Bank aims to provide economic freedom and wealth protection, regardless of location. They are a fully distributed team of over 130 people working remotely from 30+ countries.
Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
Develop and maintain financial models and forecasts to predict future financial performance and support business decisions.
Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
Würk provides an all-in-one workforce management solution to employers in highly regulated industries. They have created a dynamic system to manage payroll, HR, timekeeping, and tax compliance, streamlining operations and minimizing regulatory risk.
Support annual budgeting and multi-year planning by prioritizing investments that directly support our most aggressive strategic bets.
Conduct high-stakes, data-driven analyses for insights that dictate how we pivot or double down.
Build detailed financial models to evaluate new products, markets, M&A targets, and complex partnerships.
Dutchie is a technology platform powering dispensary operations, providing consumers with safe and easy access to cannabis. They power thousands of dispensaries across the US and Canada and are backed by notable investors.