Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense.
Prepare monthly and quarterly financial packages for internal leadership and external stakeholders, including board and PE sponsor.
Serve as a finance partner to multiple functional areas, translating financial data into actionable insights for operational leaders.
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100 million+ in annual revenue, and has received multiple Best in KLAS awards.
Own pieces of long-range planning, the Annual Operating Plan, and reforecasting.
Build and maintain driver-based forecasting models tied directly to business drivers.
Drive performance reviews with business leaders. This is the feedback loop where FP&A shifts from reporting to coaching: review progress, surface issues, adapt plans, and make sure leaders feel supported and resourced to execute.
Mitek is a global leader in digital & biometric identity authentication, fraud prevention, and mobile deposit solutions. They have over 7,500 organizations using their products, with operations in the United Kingdom, Spain, France, Mexico, and the Netherlands.
Lead the Product & Engineering strategic finance function, acting as a trusted advisor to senior leaders.
Develop robust financial models for major projects, including ROI, LTV/CAC, and payback analysis.
Define and track key performance indicators and productivity metrics across Product & Engineering.
HighLevel is an AI-powered business operating system that helps agencies, entrepreneurs, and SMBs build, automate, and scale their businesses. With over 2,000 team members across 10+ countries, it is a global, remote-first organization that values initiative, clarity, and execution.
Serve as a critical partner to the Head of Finance, owning the company model and leading annual planning and forecasting.
Partner with leaders across GTM, Product, Engineering, and more to drive visibility, resource allocation, and decision-making.
Help build an AI-native finance function, leveraging AI to improve planning, forecasting, and reporting.
Lyric is an enterprise AI platform built for supply chains, offering out-of-the-box AI solutions and a platform-first approach for composability. The company is a growing startup with Fortune 500 customers, including Smurfit WestRock, Estée Lauder, and Coca-Cola, and operates with a global team across the US, EMEA, and India.
Own the Mexico financial plan, including budgeting, forecasting, and long-range planning across all business lines.
Define and track KPIs, develop reporting dashboards, and analyze portfolio and customer trends to improve unit economics.
Lead cross-functional initiatives, partner with functional leaders, and drive strategic priorities through market research and data analysis.
Tilt is a fintech company that builds mobile-first products and machine learning-powered credit models to provide fair credit access. With millions of customers worldwide and a virtual-first team across 14 countries, they are creating a new credit system that backs working people.
Own the full end-to-end weekly growth forecasting process, including modeling inputs, assumptions, variance analysis, and executive-facing reporting.
Build and maintain full-funnel revenue models across segments such as SMB, Enterprise, and International, from pipeline generation through activation.
Lead headcount and capacity planning across GTM functions, supporting organizational scaling and ensuring alignment between hiring plans and revenue needs.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The company processes applications using its matching system and shares top candidates directly with employers.
Build and iterate on complex financial models that support expansion.
Write SQL queries to pull raw data to ground financial projections.
Prepare quantitative and presentation materials to support strategic analyses.
Tia is transforming healthcare for women by increasing access to and improving the experience of key preventive healthcare services. They integrate services across primary care, mental health, gynecology, dermatology and wellness. Tia is a Series D, venture-backed company with more than 120,000 women who trust Tia for their care, across four markets.
Lead capital allocation and strategic decision-making, building frameworks for investment prioritization and funding trade-offs.
Own the company operating model and forecasts, ensuring financial visibility for leadership to make faster, better decisions.
Recruit, manage, and develop the finance organization, partnering across growth, client operations, and member growth teams.
Leap is a benefits solutions pioneer in employer specialty pharmacy, reshaping how life-changing therapies are delivered and financed. The company partners with numerous Fortune 500 companies and leading TPAs, and is growing quickly.
Maintain and support financial planning and reporting, including forecasting, budget vs. actuals, and KPI dashboards.
Partner with department leaders to provide spend visibility and decision support for leadership.
Build repeatable processes and use AI tools to improve finance workflows.
Doola simplifies business formation, payments, compliance, and taxes for entrepreneurs worldwide. It is a dynamic, fast-moving startup focused on empowering businesses of all sizes.
Own headcount forecasting, departmental budgeting, and operating expense analysis across the business.
Partner with GTM leadership to improve pipeline visibility, forecasting accuracy, and commission plan administration.
Build scalable reporting, dashboards, and KPI frameworks using SQL and AI tools to drive data-driven decisions.
Tiger Data provides the fastest PostgreSQL platform for transactional, analytical, and agentic workloads. A globally distributed, remote-first team of over 200 employees, backed by $180 million, they value direct communication, accountability, and collaborative excellence.
Own and evolve Rewind's full finance function spanning accounting, FP&A, and controller responsibilities, acting as both a leader and individual contributor.
Partner with the executive team (CEO, CRO) to guide investment decisions, pricing, and growth planning while delivering insights to the board.
Oversee month-end close, audits, tax filings, equity administration (Carta), and strengthen internal controls and financial infrastructure.
Rewind is a service that protects critical cloud data for businesses, backing up apps like Jira, GitHub, and Shopify. Backed by Insight Partners and recognized as one of Canada's 50 fastest growing tech companies (2023 Deloitte Fast 50), Rewind fosters a team-first, performance-driven startup culture.
Primary advisor to North America VP on end-to-end Go-To-Market operations
Perform strategic product, market, and customer analyses to identify new growth drivers or opportunities for improvement
Collaborate with sales, finance, revenue operations, marketing, and other cross-functional stakeholders to design and execute strategic projects to drive growth, increase sales productivity, operational efficiency, and revenue
Mixpanel turns data clarity into innovation. Trusted by more than 29,000 companies, Mixpanel’s AI-first digital analytics help teams accelerate adoption, improve retention, and ship with confidence. Mixpanel raised $277M from prominent investors.
Building and maintaining financial models to drive actionable insights for leadership decisions.
Analyzing past and current financial data to develop accurate forecasts and report on key metrics.
Identifying and implementing AI-driven tools and workflows to streamline FP&A processes.
Ashley Digital is the e-commerce engine behind Ashley Furniture Industries, a major home brand. They are a fast-moving, collaborative team focused on shaping how people discover and buy home furnishings.
Twilio is shaping the future of communications by delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers worldwide. With a remote-first work culture and strong emphasis on diversity and inclusion, Twilio fosters a vibrant team environment where employees make a global impact.
Partner with stakeholders to facilitate financial modeling and data-driven strategic decision-making across the organization.
Work cross-functionally with operations, sales, quality, safety, HR, IT, and engineering to develop insights for key decisions.
Support M&A ambition and senior leadership decisions through financial analysis and business intelligence.
ERMCO is the leading manufacturer of distribution transformers and engineered electrical solutions, serving electric utilities across North America. Headquartered in Dyersburg, Tenn., the company is committed to safety, operational excellence, and continuous improvement.
Canals is a fully remote, profitable startup transforming the industrial supply chain ($10T industry) with AI. They are a 100 person team (60 in engineering) distributed across North and South America with a talent dense team and diverse backgrounds.
Analyze revenue performance, product adoption, and monetisation opportunities across multiple product lines.
Partner with Product and Finance teams to identify growth opportunities and prioritise high-impact initiatives.
Develop business cases, growth plans, and strategic recommendations to improve revenue and adoption.
HighLevel is an AI-powered business operating system for agencies, entrepreneurs and SMBs to build, automate and scale. With over 2,000 team members across 10+ countries, HighLevel operates as a global, remote-first organization built for speed and ownership.
Lead high-impact strategic initiatives and financial models to support senior leadership decisions.
Conduct rigorous analysis of market trends, competitors, and customer behavior to inform strategy.
Develop strategic roadmaps and prepare board-level materials that distill complex analysis into clear narratives.
Underdog makes sports more fun by building products across fantasy sports, sports betting, and prediction markets. The company is valued at $1.3B and fosters a culture that values caring, pushing, and performing.
Support enterprise-level planning, budgeting, forecasting and management reporting, including materials for the Executive Committee and Board.
Coordinate with business partner FP&A teams to prepare and validate consolidated planning, budgets, and forecasts.
Maintain FP&A systems, execute data uploads, and support system enhancements and process improvements.
U.S. FinTech built and operates the largest and most advanced mortgage securitization platform in the world, supporting the Uniform Mortgage-Backed Security of Fannie Mae and Freddie Mac. They are a market-leading, cloud-based firm with a culture combining financial services expertise with technological innovation.