Source Job

• Owns key components of financial planning, budgeting, and forecasting, building integrated models and supporting leadership decisions.
• Partners with Sales, Clinical Operations, and other teams to provide analytical support for pricing, deal economics, and strategic initiatives.
• Prepares monthly and quarterly reporting packages, dashboards, and KPI tracking to drive insights on revenue, margin, and operating metrics.

Uprise Health is a mental and behavioral healthcare company focused on transforming the delivery and accessibility of whole person care. It is a high-growth, private equity-backed organization with a culture of compassion, integrity, collaboration, velocity, and advocacy.

• Build and operate AI-driven finance workflows for budgeting, forecasting, and reporting.
• Own the annual budget, quarterly forecasts, and financial model, enabling fast scenario analysis.
• Deliver monthly reporting packages, own SaaS metrics, and partner with teams across the business.

Unbounce is a marketing technology company that helps businesses create landing pages and optimize conversions. They foster an AI-first culture with a focus on automation, inclusion, and individual growth, with a small but dedicated team.

• Own forecasting and planning activities by building financial models that deliver accurate forecasts.
• Analyze financial performance and identify key drivers by reviewing variances against budget.
• Partner with business stakeholders by providing financial guidance and influencing outcomes.

Alkami is a digital sales and service platform provider for U.S. banks and credit unions. Founded in 2009, the company has a strong culture recognized as a Best Place to Work in Fintech with a remote-first environment.

• Own core FP&A processes including budgeting, forecasting, reporting, and financial modeling with AI-driven automation.
• Design scalable workflows, agents, and systems to make analysis faster and more reliable.
• Partner with Sales, Marketing, Product, and G&A teams to translate financial information into actionable business decisions.

• Own and build sophisticated driver-based financial models for forecasting, budgeting, and long-range planning.
• Partner with operations and accounting to drive standardization, automation, and repeatable close and forecast cycles.
• Communicate financial analysis to executive leadership and support M&A and capital allocation decisions.

Innodata is a global data engineering company that enables the responsible advancement of artificial intelligence. With a 36+ year legacy, they deliver high-quality data and outstanding outcomes for AI builders and adopters.

• Maintain program-level financials including revenue, gross margin, and EBIT through accurate forecasting and variance analysis.
• Partner with operational leaders to provide actionable insights and support client invoicing and revenue assurance.
• Utilize AI and automation tools to enhance data analysis and streamline reporting processes.

• Support the annual budget and quarterly re-forecast, maintaining the financial model and running working sessions with department leaders.
• Own departmental financial alignment, reviewing budget and spend with each leader and serving as finance approver for vendor requests.
• Partner with Accounting on month-end close, produce variance analysis with written commentary, and prepare investor reporting.

Monarch is a powerful, all-in-one personal finance platform designed to simplify finances. Since 2021, they have become the top-recommended personal finance app, led by experienced entrepreneurs and a team that uses AI as a core partner.

• Lead financial planning, budgeting, and forecasting for Communications and other teams to drive mission goals.
• Build financial models that surface trends, flag risks, and reveal opportunities for smarter investment.
• Present financial insights and recommendations to leadership, turning complex data into actionable decisions.

The Wikimedia Foundation is the nonprofit that operates Wikipedia and other free knowledge projects. It is a remote-first organization with staff in 40+ countries and a mission-driven, inclusive culture.

• Act as a strategic finance partner to communications, marketing, and other teams, turning complex financial data into clear insights.
• Develop and maintain financial models, conduct budgeting and forecasting, and prepare financial reporting with variance analysis.
• Build strong relationships with senior stakeholders and provide financial guidance to support global programs and initiatives.

This organization is a global mission-driven nonprofit that works to advance open-web and free-knowledge initiatives. It operates with a distributed, multicultural, remote-first team and values diversity and inclusion.

• Supports budgeting, forecasting, and long-range planning in a regulated SaaS environment.
• Develops financial models and analyzes data to drive cost optimization and decision-making.
• Partners with cross-functional teams to improve forecast accuracy and financial visibility.

NASCO is a company that provides technology and services to the healthcare industry. They offer a fully remote work environment and value work/life balance, with a focus on associate well-being and professional development.

• Own and improve financial reporting and controls across the organization.
• Analyze financial performance by property, city, and business unit to drive profitability.
• Work closely with founders and leadership to build budgets, forecasts, and financial models.

The Flex is building the next generation of flexible accommodation, operating properties globally to make renting a home as seamless as booking a hotel. It is a fast-growing international company with a startup culture, working at the intersection of real estate, hospitality, and technology.

• Partner with Technology and Product leaders to provide high-quality financial insight and commercial challenge for better business decisions.
• Prepare and own monthly forecasting, management reports, and annual budgets as part of the FP&A team.
• Collaborate with the Accounting team to ensure costs are accurately captured and financial results reflect business activity.

Turnitin is a recognized innovator in global education, providing learning integrity solutions for over 25 years. The company has a remote-first culture with a diverse community of colleagues in over 35 countries, unified by a shared desire to make a difference in education.

• Own the enterprise performance measurement framework and analytical architecture.
• Build automated KPI dashboards and predictive models for decision-ready insights.
• Partner with the Director of FP&A on budgeting, forecasting, and strategic analytics.

The Princeton Review is a leading tutoring, test prep, and college admission services company. It helps millions of students achieve their goals through a network of over 4,000 teachers and tutors and online resources.

• Work directly with the FP&A Lead to support budget tracking, financial modeling, and forecasting across business lines.
• Build and maintain financial models with clean structure and documented assumptions, contributing to investor-grade reporting.
• Own monthly budget-vs-actuals tracking and assist in rebudget cycles and contingency planning.

Influur is reimagining advertising through creators, data, and AI, making influencer marketing measurable and scalable. They are a fast-growing startup backed by top-tier investors, trusted by global brands, and scaling across music, culture, and entertainment.

• Drive financial planning, analysis, and business partnering activities, including developing financial models for budgeting, forecasting, and long-term planning.
• Collaborate with business units to provide analytical and strategic support, and facilitate cross-functional meetings to improve understanding of business impacts.
• Utilize data tools such as Power Query and Power BI to transform and analyze data, ensuring accuracy and improving financial processes.

Nextech is a leader in specialty healthcare technology solutions. The company is committed to hiring and retaining talent, offering competitive pay and benefits, and fostering a diverse and inclusive workplace.

• Manage end-to-end operational budget management, financial forecasting, and strategic decision support across Twilio's global Marketing organization.
• Drive strategic financial planning, monthly and quarterly forecasting, and long-term financial modeling, while leading in-quarter budget pacing with Marketing leadership.
• Modernize forecasting workflows using FP&A systems, data analytics, and automation tools, and execute ad hoc financial analyses and ROI evaluations for marketing programs.

Twilio is a communications platform that delivers innovative solutions to hundreds of thousands of businesses and empowers millions of developers worldwide. They are a remote-first company with a strong culture of connection and global inclusion, fostering a diverse team that makes a global impact each day.

• Lead company-wide budgeting, long-range planning, rolling forecasts, and board-level reporting.
• Serve as strategic financial advisor to executive leadership with scenario modeling and risk assessments.
• Oversee variance reporting, modernize FP&A systems, and mentor a high-performing finance team.

Demandbase is a pipeline AI platform that helps B2B enterprises align and execute account-based go-to-market strategies. Trusted by thousands of businesses, the company is recognized as one of the best places to work in the Bay Area and invests heavily in culture and community.

• Prepare accurate weekly, monthly, and quarterly financial reports covering revenue, profitability, expenses, cash flow, and overall financial performance.
• Build financial models, forecasts, budgets, and analytical tools to support strategic planning and decision-making.
• Use AI tools such as ChatGPT, Claude, Gemini, and Microsoft Copilot to improve productivity and automate repetitive analytical tasks.

Our partner company is a technology-driven international firm leveraging AI and automation in finance and operations. They seek a Finance & Business Analyst for a fully remote freelance role to support data-driven decisions across multiple business units.

• Build comprehensive financial models for investment cases and strategic planning.
• Design financial and management reporting to measure KPIs and business performance.
• Manage G&A budgeting, forecasting, and long-range planning processes.

Nex combines technology and play to deliver fun, social, and interactive experiences for families. The company is a growing, product-driven culture that treasures talents and individual growth.

• You'll own the financial performance of a portfolio of clinics, from forecasting and reporting to variance analysis and insights.
• You'll produce practice-owner payment calculations and runs, ensuring accuracy and reconciling to clinic P&L.
• You'll drive gross margin optimization and partner with practice owners to execute improvement plans that show measurable results.

We are building the operational and technology infrastructure that powers the next generation of behavioral healthcare. We partner with ABA clinic owners to help them build thriving practices, and we've grown 400%+ while approaching profitability, backed by General Catalyst.