Fix the Financial Data Pipeline by auditing and rebuilding data flows between Stripe, HubSpot, and QuickBooks to automate revenue stream reconciliation.
Build Internal Dashboards & Reporting for SaaS metrics, sales funnel analytics, and PLG funnel metrics to replace manual spreadsheets.
Own Funnel Analysis to track sales-led and PLG motions, informing hiring, product, and go-to-market decisions with detailed reporting.
Own and enhance forecasting models across bookings, revenue, and key SaaS metrics.
Serve as the business systems owner for finance-related systems.
Build dashboards and reporting frameworks that provide visibility into bookings, pricing trends, and sales efficiency.
Vivun delivers Hero®, an AI Sales Teammate that helps sellers win the moments that decide deals — before, during, and after every conversation. They are building technology that changes how people work, collaborate, and succeed together.
Own the operational guardrails around pricing and deal flow, ensuring off-rate-card deals are routed through the appropriate commercial approvers
Build and maintain HubSpot as the system of record for revenue workflows, including required fields, stage gates, approval routing, and downstream handoffs
Ensure deal data in HubSpot is accurate, complete, and structured to enable reliable forecasting and reporting by Sales leadership
Polygon Labs is a global blockchain payments company building and operating infrastructure to move money instantly, reliably, and at internet scale, with the mission to move all money onchain. It is building the Polygon Open Money Stack, an open and integrated stack of services and technologies to instantly and reliably move money anywhere, and put it to work.
Help the exec team evaluate where to invest, where to pull back, and how to think about growth versus efficiency at our stage
Guide our capital strategy across the full range of options
Partner with our Finance Director as a thought partner who sharpens strategic thinking and elevates the team’s work with the exec team and board
Maze is a user research platform helping companies build the right products faster by making user insights available at the speed of product development. They are a Series B company backed by top-tier investors, operating a global remote workforce driven by their core values.
Own the monthly, quarterly, and annual close process end-to-end with speed, accuracy, and clear documentation
Lead the application of ASC 606 across subscription SaaS, AI usage-based revenue, and platform payment revenue streams
Own cash flow forecasting and management, giving leadership real, actionable visibility into liquidity
PushPress is an AI-powered gym management platform built for boutique fitness. They are transforming how boutique fitness owners operate and how the entire $100B global fitness industry connects, transacts, and grows.
Own and evolve Procurify's revenue operations across sales, marketing, and customer success.
Drive efficiency, predictability, and performance across the full revenue lifecycle.
Partner with GTM and executive leadership to translate revenue strategy into scalable execution.
Procurify is a remote-first company modernizing business spend management, trusted by hundreds of companies across industries to manage over $30B in spend. They have closed $50M in Series C funding and have a strong commitment to giving back to our communities.
Partner with Marketing and GTM leaders on annual planning, rolling forecasts, and in-quarter execution.
Monitor spend vs. forecast and provide clear variance analysis and recommendations.
Assist in the development of business cases for new projects and investments, including cost-benefit analysis.
ExtraHop is dedicated to protecting and empowering the connected enterprise by revealing infrastructure happenings. Their mission is fueled by a social and moral responsibility. Their values are rooted in leading with purpose, acting with integrity, finding a way, innovating, and sharing success.
Own the integrity and consistency of financial data across accounting, billing, payroll, procurement, and analytics systems.
Own the monthly, quarterly, and year-end close — driving a fast, predictable cadence while continuously improving quality and reducing manual effort.
Own the design and evolution of our financial systems architecture (GL, subledgers, workflows), partnering closely with Product and Engineering to build scalable, custom solutions
Wrapbook is a smart, intuitive platform that makes production payroll and accounting easier, faster, and more secure. They provide a unified payroll platform that seamlessly connects your entire team. Wrapbook has a growing team of 250+ people across the USA and Canada.
Own end-to-end budgeting, forecasting, and analysis of cloud spend across multiple cloud and AI vendors.
Build and maintain detailed bottoms-up financial models for cloud infrastructure spend, including long-range forecasts.
Partner with Engineering, Product, and Finance teams to design and execute cloud cost optimization initiatives.
dbt Labs is the pioneer of analytics engineering, helping data teams transform raw data into reliable, actionable insights. They have grown from an open source project into the leading analytics engineering platform, now used by over 90,000 teams every week.
Serve as a strategic partner to the CEO and executive team, providing financial leadership.
Translate the CEO's vision into actionable financial and operating models.
Own the full finance function end-to-end including FP&A, accounting, and strategic finance.
Jasper is the leading AI marketing platform, enabling companies to reimagine their end-to-end marketing workflows and drive higher ROI. Jasper is a remote-first organization with team members across the US, France, and Australia; they are trusted by nearly 20% of the Fortune 500.
Own the revenue forecast process across all product lines and regions.
Partner with Sales and Marketing teams to evaluate revenue drivers and optimize growth strategies.
Lead and develop a high-performing FP&A team across multiple regions.
Infios develops future technologies to relentlessly make supply chains better. They are a leader in supply chain software solutions, helping organizations streamline operations, reduce costs, and improve efficiency.
Integrate enterprise-wide strategy with technical operational excellence.
Manage SalesRabbit’s enterprise data and systems landscape.
Build a scalable, automated reporting environment.
SalesRabbit is the operating system for field sales and roofing contractors, replacing manual tracking with an end-to-end production-to-payment system. With headquarters in Lehi, Utah, and a growing team of over 100, they are building an AI-native product organization.
Build, maintain, and optimize SaaS-specific financial models of budgets and forecasts.
Upsun (formerly Platform.sh) is the cloud application platform humans and robots love. Developers, DevOps engineers, and platform teams use Upsun to build, ship, and scale confidently without wrestling with backend infrastructure.
Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users.
Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle.
Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction.
OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. They are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence.
Support pricing proposals, coordinate non-standard deal approvals, and manage contract processes.
Contribute to RFP/RFI responses and help ensure high-quality data is maintained across our systems.
Develop deep expertise in deal execution, pricing, and commercial processes within a fast-growing fintech environment.
Form3 is revolutionizing the world of payments with its cutting-edge technology and innovative solutions. They hire talented people from various backgrounds and experiences and are committed to a work environment based on diversity, open-mindedness, and curiosity.
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.
Evaluate current financial workflows and identify bottlenecks.
Design an AI-native finance operating system for long-term scalability.
Deploy agentic workflows to automate reconciliations and reporting.
Kraken is a mission-focused company rooted in crypto values. They aim to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, they have Krakenites in 70+ countries and are industry pioneers who develop premium crypto products.
Assist in strategic budget planning, monthly forecasts, and financial results.
Assist in the development and maintenance of key operational metrics.
Work closely with Sales & Marketing Senior Leaders.
Alkami is the digital sales and service platform provider for U.S. banks and credit unions. They are recognized for their intentional culture and tremendous growth as one of the fastest growing SaaS companies in the U.S.
Book journal entries covering revenue and related accounts.
Perform month-end reconciliations for revenue-related balance sheet accounts.
Prepare month-end analysis of P&L and balance sheet account variances.
1Password is building the foundation for a safe, productive digital future. It is one of the most loved brands in cybersecurity, they take a human-centric approach in everything from product strategy to user experience.
Act as a strategic finance partner to the executive team.
Shape the financial strategies that drive key decisions.
Provide insight into investment opportunities and operational efficiencies.
Jobgether is a platform connecting job seekers and companies. They use AI-powered matching to ensure applications are reviewed quickly and objectively.