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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.

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