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Reporting & consolidation:
- Own the monthly BvA process end to end, building out reporting and partnering on variances.
- Support pre-IPO readiness to ensure corporate reporting accuracy and rigor.
- Consolidate Board deck materials and maintain a consistent financial narrative.
Forecasting & planning:
- Maintain and improve the consolidated forecast across P&L, balance sheet, and cash flow.
- Maintain corporate forecast assumptions and build scenario and sensitivity analyses.
- Coordinate the finance calendar and executive review cadence.
Process, systems & partnering:
- Partner with the finance systems team to enhance the corporate model and FP&A tooling.
- Apply AI and automation to recurring work and reporting.
HighLevel
HighLevel is an AI-powered business OS helping agencies and SMBs build, automate, and scale. With 2,000+ employees across 10+ countries, it's a global remote-first organization.