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Financial Planning & Forecasting:
- Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway.
- Lead monthly and quarterly forecasting processes in partnership with multiple departments.
- Support annual budgeting and long-range planning, including scenario and sensitivity analyses.
Business & Strategic Analysis:
- Build and maintain unit economics and customer-level profitability models.
- Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
- Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs.
Board & Executive Support:
- Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights.
- Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.
- Help translate complex financial data into clear narratives for non-finance audiences.
Canopy Works
Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. They partner closely with health systems and are in a phase of meaningful scale, with growing customers and increasing financial complexity.