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.
Own and continuously improve the company's operating model, including revenue, cost structure, headcount, and cash runway.
Build and maintain unit economics and customer-level profitability models in a healthcare SaaS environment.
Prepare board-ready financial materials and support leadership discussions around capital planning and fundraising.
Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. They partner closely with health systems and are in a phase of meaningful scale, with growing customers and increasing financial complexity.
Own financial modeling, including the integrated three-statement model and scenario analyses.
Lead FP&A processes such as budgeting, forecasting, and variance analysis.
Serve as a finance business partner to department heads, providing insights and ROI evaluation.
Limble provides a comprehensive CMMS platform to optimize asset performance and operational excellence. The company fosters a collaborative, low-ego culture and is at a Series C/D stage, scaling rapidly.
Build and maintain financial models for revenue, expenses, provider compensation, and cash flow to support FP&A and strategic planning.
Partner with department leaders to manage budgets, analyze costs, and investigate operational variances to recommend corrective actions.
Leverage AI tools to automate repetitive finance tasks and enhance reporting efficiency while maintaining data integrity.
Heartbeat Health is a healthtech company on a mission to transform cardiovascular care through technology, data, and innovative care models. It is a fast-growing, remote-first company with a collaborative culture focused on improving healthcare at scale.
Lead enterprise-wide reporting initiatives to drive strategic decision-making and business transformation.
Partner with executive leadership and cross-functional teams to deliver actionable insights and establish reporting standards.
Translate complex financial and operational data into clear business recommendations using advanced analytics and BI tools.
Theoria Medical provides multispecialty physician services to skilled nursing facilities across the US, combining medical excellence with technological advancement. They prioritize innovation, compassion, and transparency, operating without ego and focusing on patient outcomes.
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.
Assist with the preparation of annual operating and capital budgets for departments and service lines.
Develop and analyze financial and operational models to support the budget process and prepare multi-year forecasts.
Review monthly financial statements, compare actuals to budget, and report findings to leadership.
UnityPoint Health is a healthcare organization dedicated to providing compassionate care. It is recognized as a Top 150 Place to Work in Healthcare and offers a supportive culture focused on belonging and development.
Perform financial expense analysis and provide insights to business partners.
Develop financial benchmarks, forecasts, and ad-hoc analyses.
Support accounting close, audit reporting, and cost reduction initiatives.
Natera is a global leader in cell-free DNA testing dedicated to oncology, women's health, and organ health. The team of highly dedicated professionals from world-class institutions works collaboratively to advance genetic disease management.
Drive the operating model, quarterly reforecast, cash flow forecast, and board reporting analysis.
Maintain rolling driver-based models, prepare budget-versus-actuals analysis, and support strategic analysis.
Partner with Finance, Accounting, RevOps, and Data team to build a single source of truth for company numbers.
Hightouch is an Agentic Marketing Platform powered by a Composable CDP, enabling marketing teams to build and ship end-to-end campaigns. Founded in 2019 and headquartered in San Francisco, the company is a Leader in the 2026 Gartner Magic Quadrant for Customer Data Platforms, trusted by enterprises like Domino's and Spotify, with a team that values ambition, efficiency, humility, and kindness.
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.
Support financial and business stakeholders with data and insights for business strategies and planning.
Develop and maintain financial models aligned with product roadmap and R&D outcomes.
Produce KPI reporting, analyze trends, and provide variance analysis for annual and long-term planning.
Mural provides a digital workspace for visual collaboration, helping teams innovate and align. The team is small and mighty, thriving on analytical curiosity and intellectual honesty, dedicated to serving business partners with diligence and foresight.
Support company-wide planning and forecasting, including annual operating plan and long-range plan.
Own revenue and cash flow forecasting, continuously refining models for accuracy.
Deliver executive reporting, investor relations support, and integrate AI into finance functions.
Gainsight builds the AI-powered customer success platform that helps companies retain and grow their customers. With over 2,000 customers, the company fosters a human-first culture focused on collaboration and innovation.
Own financial modeling and headcount planning across departments.
Partner with RevOps on GTM capacity planning and support Deal Desk on pricing.
Prepare month-end close reporting and build KPI dashboards for leadership.
Cresta is an AI platform that transforms customer conversations into competitive advantage. The company has raised over $270 million from top investors like a16z and Sequoia, and its leadership includes former Google AI experts.
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.
Act as finance and strategy business partner to a dedicated sales team, providing oversight and analytical support.
Responsible for monthly results reporting, budgeting, forecasting, and analyzing business drivers.
Assess financial impact of business decisions and coordinate with teams to maximize profitability.
KnowBe4 is a pioneer in digital workforce security, providing attack simulation and training to secure both AI agents and humans. Trusted by over 70,000 organizations worldwide, the company offers a modern, high-tech, and fun work environment.
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.
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).
Support consolidated financial modeling across annual operating plan, long-range plan, and monthly forecasts
Prepare variance analyses and executive-facing deliverables including Board and Audit Committee materials
Partner with finance counterparts to consolidate inputs and identify opportunities to improve planning infrastructure
Hims & Hers is a leading health and wellness platform, on a mission to help the world feel great through better health. A public company traded on the NYSE (HIMS), it values diversity and offers a talent-first flexible/remote work approach.
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.
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.