Source Job

• Lead and improve the strategic finance partnership across the Revenue and Marketing organizations.
• Develop financial frameworks that connect sales capacity, marketing spend, conversion, and retention to ARR growth.
• Build robust operational and financial models for major initiatives, including ROI, LTV/CAC, and payback analysis.

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. They have over 1,500 team members across 15+ countries and operate in a global, remote-first environment.

• Own and evolve core business performance metrics and scorecards.
• Lead deep-dive analyses to uncover performance drivers and identify opportunities for value creation.
• Build investment-grade business cases, including scenario modeling, risk assessment, and payback analysis.

Fullscript, founded in 2011, helps practitioners access and prescribe products for better health outcomes, growing into a platform used by over 125,000 practitioners and 10 million patients across North America. Their mission is to deliver the perfect patient experience by connecting labs, supplements, clinical tools, and workflows into one system to support personalized, prevention-focused practice at scale.

• 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.

• Own financial planning and modeling: Build and maintain the company’s financial models.
• Drive resource allocation decisions: Develop frameworks that help leadership evaluate trade-offs across investments.
• Evaluate unit economics: Analyze the economics of established and emerging business lines.

Wrapbook is a smart, intuitive platform that makes production payroll and accounting easier, faster, and more secure. Our growing team of 250+ people across the USA and Canada includes entertainment and technology experts from SAG-AFTRA, DGA, IATSE, Teamsters, Amazon, Microsoft, Facebook, and more.

• Partner closely with executive leadership to drive revenue strategy and decision-making.
• Lead monthly / quarterly / annual revenue reporting processes.
• Architect the long-term strategic roadmap for revenue forecasting.

Oura is dedicated to empowering individuals to take control of their inner potential. They provide award-winning products, including the Oura Ring and connected app, to help people gain insights into their readiness, activity, and sleep quality, promoting healthier lifestyles.

• 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.

• Partner with the sales team as a finance advisor, translating revenue data into guidance that informs deal decisions and revenue projections
• Deliver clear, well-informed analysis that helps leaders understand revenue performance and business impact
• Be the primary contact for revenue-related questions from commercial teams and EPS finance leadership

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.

• Own the company’s integrated financial model, annual operating plan, and multi-year forecast.
• Establish a disciplined capital allocation framework tied to long-term value creation.
• Build scalable dashboards, reporting systems, and analytical tools that improve visibility into business performance

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ experts in energy, tax, finance, government, and technology, reflects a culture of high growth and ownership.

• 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.

• Support Figure’s long-range, annual, quarterly, and monthly forecasting process.
• Own Figure’s entire cost structure and ensure scalable fixed costs.
• Evaluate strategic initiatives, associated financial impacts, and help to incorporate them into financial plans.

Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. They combine blockchain’s transparency and efficiency with AI-driven automation to reimagine how loans are originated, funded, and traded. They have over 170 partners.

• Financial Modeling and Forecasting: build, improve, and own the company's three-statement financial model.
• Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads.
• Key Metric Reporting: monitor and communicate key performance indicators to executives across the company.

Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. They hire people who want that level of responsibility and move fast.

• Lead and scale the Finance team, managing and developing current members and recruiting additional headcount.
• Own the company's financial strategy, driving financial planning, budgeting, and forecasting.
• Be the financial voice at the leadership table, partnering with the COO and co-founders on key strategic decisions.

Joko helps consumers shop smarter with a mission to revolutionize shopping. They are a tech company and certified B Corp with over 90 talents across Paris, Barcelona, and New York.

• Act as a strategic partner to the sales team, using data-driven analyses to inform critical business decisions.
• Leverage AI tools to automate and scale reporting and analyses for the Revenue team.
• Work with structured and unstructured data sources to generate actionable insights

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. They are a remote-first company with roles across the US and is dedicated to supporting employee well-being through comprehensive benefits and inclusive practices.

• Independently lead cross-functional teams through ambiguous questions to influence and implement revenue driving initiatives and recommendations.
• Own and identify innovative new strategies to maximize revenue and enhance client acquisition throughout the entire revenue waterfall.
• Lead the charge in improving our quantitative analysis techniques to better influence audiences on strategic direction, with opportunities to present these insights to leadership.

Extend is revolutionizing the post-purchase experience for retailers and their customers by providing merchants with AI-driven solutions that enhance customer satisfaction and drive revenue growth. They work with more than 1,000 leading merchant partners across industries and is backed by prominent technology investors.

• 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.

• Lead enterprise-wide cash flow forecasting and capital structure modeling.
• Manage liquidity risk and covenant analytics, supporting executive leadership.
• Partner with FP&A to translate business drivers into cash flow implications.

WorldStrides is the global leader in educational travel and experiential learning, offering programs for students to over 100 countries. They have been around since 1967 and offer experiences in educational travel, performing arts, and more.

• Partner with Finance, Operations, Engineering to align processes.
• Leverage cross-functional vantage point to surface insights.
• Synthesize process analysis and operational data into recommendations.

Clipboard is a fast-growing Series C marketplace, a leader in the Long Term Care vertical, and expanding into other sectors. They have a global, remote team of 1,000+ people and have been profitable since 2022.