Own the company’s cash flow forecast and liquidity planning, with clear visibility into drivers and risks
Build and maintain scenario analyses to support strategic decision-making (e.g., growth, hiring, pricing, cost structure)
Define, track, and continuously improve KPIs and dashboards across the business
Paper is reimagining how schools support students so that every learner can reach their full potential. They offer scalable solutions, including 24/7 tutoring, writing feedback, math practice, college and career support, and AI-powered instructional tools. They are trusted by 500+ school districts across 40+ states.
Produce monthly reports, including key metrics, financial results, and variance reporting for internal and external stakeholders
Assist the team in annual budgeting and quarterly forecasting processes, by working directly with internal stakeholders to understand the unique budgetary needs of specific departments and incorporating into the financial plan
Assist the team in the preparation of monthly/quarterly discussion materials for investors, the executive team, and the Board
1Password is building the foundation for a safe and productive digital future focusing on cybersecurity. They have over 180,000 businesses trusting their product and value collaboration, clear communication and they put people first.
Lead comprehensive financial forecasting, including daily revenue forecasts and long-range planning.
Analyze key financial and operational metrics to identify trends, risks, and opportunities.
Manage and prioritize the FP&A team’s workflow to align with key organizational goals and deadlines.
They empower animal healthcare professionals with opportunities to earn more and achieve greater flexibility in their careers and personal lives via a technology platform. They have over 20,000 veterinary professionals in their network.
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.
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.
Build and maintain financial models for headcount, operating expenses, revenue, cost to serve and pricing.
Partner cross-functionally with Clinical, Operations, Product, Customer and Go-to-Market teams.
Vida Health is a virtual, personalized obesity care provider that uses evidence-based treatment to help patients manage obesity and related conditions. They are trusted by Fortune 100 companies with a diverse candidate pool and seek to recruit and retain the most talented people.
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.
Conduct the monthly financial reporting/analysis across the enterprise.
Lead the forecasting and budgeting processes in collaboration with the operations and functional support teams.
Oversee data analytics, providing real time financial and operational insights to the organization.
TeleMed2U is dedicated to increasing access to care across 20 medical and behavioral health specialties nationwide. As a leading technology-enabled healthcare services company, they deliver high-quality, convenient, and easy-to-access virtual healthcare solutions.
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.
Build, maintain, and optimize SaaS-specific financial models of budgets and forecasts.
Upsun (formerly Platform.sh) is the cloud application platform humans and robots love. Developers, DevOps engineers, and platform teams use Upsun to build, ship, and scale confidently without wrestling with backend infrastructure.
Take full ownership of our corporate financial model and operational workflows.
Drive forecast cycles and build long-range and annual planning processes.
Serve as the connective tissue between Accounting, Strategic Finance, and senior leadership.
Clipboard is a fast-growing Series C marketplace. They are a leader in the Long Term Care vertical and are expanding into several others, as well as building out a full-time product. They are a YC Top Company with a global, remote team of 1,000+ people.
Own revenue forecasting and planning for the GTM organization.
Partner with GTM leadership to drive annual planning and performance analysis.
Influence hiring, territory design, and channel investment decisions.
Recharge is the subscription platform for the world’s fastest-growing and most innovative brands. As Shopify’s premier subscription solution, it is on a mission to build the future of commerce around customer retention.
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.
Included Health delivers integrated virtual care and navigation and is on a mission to raise the standard of healthcare for everyone. The company breaks down barriers to provide high-quality care for every person in every community.
Perform monthly financial reporting and variance analysis.
Compile monthly forecasts and annual budgets.
Design and maintain business performance reports & analysis.
IFS is a billion-dollar revenue company with 7000+ employees across all continents. They are focused on AI technology and enterprise software solutions, enabling customers to be their best when it really matters–at the Moment of Service™.
Lead financial planning, forecasting, and performance management activities.
Own core financial models, budgeting and forecasting processes.
Partner with executive leadership, operations, development, and accounting.
Terreva Renewables is an industry-leading developer, owner, and operator of renewable natural gas (RNG) projects. The company is headquartered in Atlanta, Georgia and is a portfolio company under the management of CIM Group, LLC.
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.
Manage and enhance the company’s consolidated financial model, maintaining a dynamic, multi-year P&L, cash flow, and balance sheet forecast.
Lead the company’s financial planning and forecasting cadence, including monthly forecasts, quarterly updates, and the annual operating plan.
Prepare high-quality presentations and analyses for the Board of Directors, and other executive audiences.
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 1,500 team members across 15+ countries, they operate in a global, remote-first environment and are building a global community rooted in creativity, collaboration, and impact.
Own and enhance forecasting models across bookings, revenue, and key SaaS metrics.
Serve as the business systems owner for finance-related systems.
Build dashboards and reporting frameworks that provide visibility into bookings, pricing trends, and sales efficiency.
Vivun delivers Hero®, an AI Sales Teammate that helps sellers win the moments that decide deals — before, during, and after every conversation. They are building technology that changes how people work, collaborate, and succeed together.