Serve as a strategic right hand to the CFO and a core business and strategic partner to the Executive Leadership Team.
Own enterprise planning, long range forecasting, performance management, capital allocation and financial rigor across the organization.
Elevate executive storytelling, strengthen accountability, and ensure we operate with the discipline required for long term scale and IPO readiness.
1Password is building the foundation for a safe, productive digital future. They innovated the market-leading enterprise password manager and pioneered Extended Access Management, a new cybersecurity category built for the way people and AI agents work today. Over 180,000 businesses trust 1Password to help their teams securely adopt the SaaS and AI tools they need to do their best 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.
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.
Oversee accounting, taxes, and books and records. Partner with external firms where appropriate.
Lead FP&A and strategic planning by translating financial data into insight. Identify trends, risks, and opportunities.
Canals is a fully remote and profitable startup that is transforming the industrial supply chain using AI. The company has an 80-person team, with approximately 50 members in engineering, located across North and South America.
Partner across departments to drive growth and improve decision-making.
Model the business, analyze performance and design decision-support tools.
Improve efficiency and outcomes by influencing decisions and simplifying complexity.
Galileo Learning is a nationally recognized summer day camp dedicated to empowering young innovators to change the world. Since 2002, they’ve inspired hundreds of thousands of kids across 90+ diverse communities, becoming a leader in the Innovation Education Movement.
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.
Lead the company’s financial strategy while also serving as a key driver of enterprise-wide operational performance.
Partner closely with the CEO and executive team to translate strategy into measurable outcomes and ensure capital is deployed effectively.
Build the operational cadence required to scale, represent LTSE with investors, regulators, and stakeholders.
Long-Term Stock Exchange (LTSE) is an SEC-registered national securities exchange designed to promote fair and orderly markets, as well as help long-term focused companies get the credit they deserve. They are an innovative business ecosystem dedicated to reimagining the role of capital markets for a more equitable and sustainable future.
Own the company’s financial architecture - long-range planning, multi-scenario modeling, and company-level decision support
Drive financial strategy across brokerage and lending, with clear return and risk frameworks
Lead lending and pricing economics, including loan book profitability, stress testing, and structured pricing strategy
Strike is a Bitcoin company that allows users to buy/sell bitcoin, pay bills, and borrow against their holdings. They are available in over 100 countries and aim to build a better financial system powered by Bitcoin.
Develop standardized financial infrastructure and processes.
Assess and evaluate the financial performance of long-term operational goals.
Build a world-class finance organization by hiring, inspiring, and leading a strong team.
Atlas Oncology Partners provides oncology practices with the staff, contracts, and toolkit they need to deliver whole person care to their cancer patients. Their value-based approach aligns incentives, offering better outcomes for patients, guaranteed reduction in medical expense for payors, and greater financial independence for provider partners.
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.
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.
Partner with the CFO to formulate, communicate, and drive Xapo's financial strategy.
Lead the core financial planning processes, including forecasting, scenario modeling, and long-range strategic planning.
Design and own the executive-level reporting frameworks to monitor business performance.
Xapo Bank is committed to changing the way things are done in economic freedom and wealth protection, no matter where you live. We’re a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world.
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.
Partner with the CEO and Executive Leadership Team (ELT) to drive enterprise strategy formulation, long-range planning, and annual operating planning.
Build and maintain complex financial and operational models (e.g., growth scenarios, capital allocation, M&A cases, pricing strategy).
Lead high-impact, cross-functional initiatives on behalf of the CEO.
Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains and supporting the people who manage them. They are a global organization with over 2000 employees around the world with a "serious about culture" and innovative environment.
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.
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.
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.
Partner with Senior Leadership to develop and monitor key performance indicators across the organization
Work closely with department owners to translate key operational metrics into actionable guidance that assists with decision-making
Create and operate key financial forecasting tools and operating models, partnering with teams across the business to maximize predictability
Peek is the operating system powering the experiences industry. With over $7B in bookings, their AI-powered platform has helped thousands of merchants to increase revenues, save time, and deliver seamless guest experiences. Recognized as one of America's Best Startup Employers, they are a global team of "Peeksters".
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.
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.