Build and analyze financial models and pricing scenarios for standard and non-standard agreements, evaluating critical variables including pricing, discounting, term length, usage commitments, and gross margin impact.
Partner with Sales to structure commercially sound deals by analyzing tradeoffs across price, volume, and risk, ensuring all structures align with Twilio's financial guardrails.
Own the end-to-end Deal Desk operational workflow in Salesforce/CPQ, from quote building to opportunity closure, ensuring 100% data integrity and policy compliance.
Create deal packages by consolidating data for approval submissions.
Support deal reviews for accuracy and compliance.
Use AI to optimize workstreams and advance the Deal Desk practice.
RealPage is a SaaS company redefining Property Tech through Agentic AI. They foster a collaborative environment where team members take ownership and drive outcomes.
Support the finance team in delivering accurate financial reporting, modeling, and analysis across the business.
Produce detailed P&L reports, cash flow statements, and KPI dashboards for senior management.
Build and maintain complex models to value projects and forecast business performance.
Software Mind develops solutions that make an impact for companies around the globe, working with tech giants and unicorns on transformative projects. Their culture embraces openness, acts with respect, shows grit & guts, and combines employment with enjoyment, building cross-functional engineering teams that take ownership.
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.
Review customer quotations and proposals for compliance with company policies and partner with Lead Field Sales to structure deals.
Manage deal approval workflows and ensure reviews within defined SLA periods while maintaining documentation for audits.
Serve as liaison between Sales, Pricing, Finance, Legal, and Sales Operations to resolve commercial issues quickly.
Anord Mardix, a Flex company, is a global leader in critical power solutions supporting industries from financial institutions to data centers. With facilities around the globe, the company develops skill sets and encourages curiosity to turn jobs into careers.
Own financial modeling and headcount planning across departments.
Partner with RevOps on GTM capacity planning and support Deal Desk on pricing.
Prepare month-end close reporting and build KPI dashboards for leadership.
Cresta is an AI platform that transforms customer conversations into competitive advantage. The company has raised over $270 million from top investors like a16z and Sequoia, and its leadership includes former Google AI experts.
Own financial modeling, including the integrated three-statement model and scenario analyses.
Lead FP&A processes such as budgeting, forecasting, and variance analysis.
Serve as a finance business partner to department heads, providing insights and ROI evaluation.
Limble provides a comprehensive CMMS platform to optimize asset performance and operational excellence. The company fosters a collaborative, low-ego culture and is at a Series C/D stage, scaling rapidly.
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.
Work with finance, account managers, and legal to understand customer agreements for account reconciliation.
Prepare monthly invoices in Xero and Facturama, and audit against client contracts.
Perform continuous analysis of accounts receivable and payable, monthly costs, and inventory movement.
OXIO is the world's first telecom-as-a-service platform, democratizing telecom for brands and enterprises. The company fosters a diverse, inclusive, and supportive culture and offers international collaboration opportunities.
Serve as FP&A business partner to Risk Adjustment leaders, preparing monthly revenue and expense forecasts.
Build and maintain complex financial models to support budgeting, forecasting, and long-range planning.
Design and enhance automated reporting and dashboards to improve accuracy and efficiency.
HealthEdge is a healthcare technology company that delivers software solutions for health plans. They foster an inclusive culture with a focus on diversity and innovation.
Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board.
Build and maintain financial models to support financial planning and reporting and provide insights to leadership.
Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making.
The Zebra provides online tools and licensed agents to simplify car and home insurance shopping. With over 74 million quotes compared since 2012, they employ a diverse team of tech and insurance veterans and were named an Austin Business Journal's 2026 Best Place to Work.
Develop and submit cost proposals compliant with FAR, DFARS, and other regulations.
Build pricing models and perform cost-volume analysis for federal and state contracts.
Collaborate with cross-functional teams to ensure competitive and compliant pricing strategies.
Nava is a consultancy and public benefit corporation working to make government services simple and effective since 2015. With around 500 employees, they foster a collaborative, remote-first culture focused on meaningful public impact.
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.
Perform financial expense analysis and provide insights to business partners.
Develop financial benchmarks, forecasts, and ad-hoc analyses.
Support accounting close, audit reporting, and cost reduction initiatives.
Natera is a global leader in cell-free DNA testing dedicated to oncology, women's health, and organ health. The team of highly dedicated professionals from world-class institutions works collaboratively to advance genetic disease management.
Own and continuously improve the company's operating model, including revenue, cost structure, headcount, and cash runway.
Build and maintain unit economics and customer-level profitability models in a healthcare SaaS environment.
Prepare board-ready financial materials and support leadership discussions around capital planning and fundraising.
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.
Drive growth by assisting sales with demos and strategic trials of financial data solutions, including running trial training calls.
Maintain customer health by working with account management to provide advanced training, customizations, and build custom templates.
Act as a subject matter expert and product liaison, creating enablement materials and relaying customer feedback across teams.
AlphaSense provides AI-driven market intelligence and search, helping professionals make informed decisions with content including equity research, company filings, and expert calls. Founded in 2011, the company is headquartered in New York City with over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.
Support financial and business stakeholders with data and insights for business strategies and planning.
Develop and maintain financial models aligned with product roadmap and R&D outcomes.
Produce KPI reporting, analyze trends, and provide variance analysis for annual and long-term planning.
Mural provides a digital workspace for visual collaboration, helping teams innovate and align. The team is small and mighty, thriving on analytical curiosity and intellectual honesty, dedicated to serving business partners with diligence and foresight.
Partner with Compensation Manager to build and enhance compensation programs and processes.
Own compensation workstreams including equity modeling, market pricing, and pay equity analyses.
Build complex Excel models to support decision-making and workforce planning.
Voleon is a technology company that applies state-of-the-art AI and machine learning to investment management. It has grown into a multibillion-dollar asset manager with a collegial working environment and a team of internationally recognized experts.
Support VP, Revenue Operations in pro forma preparation and financial analysis for new business proposals.
Review revenue and provider data using case logs, calculate projected revenue, and develop staffing strategies.
Maintain proposal logs, prepare client meeting decks, and perform strategic analysis using Salesforce and other tools.
NorthStar Anesthesia is a company of caregivers, founded by an anesthesiologist and a CRNA, partnering with over 280 client sites across 20+ states. With more than 4,000 anesthesiologists and CRNAs, it focuses on high-quality care and improved operating room performance.
Support deal desk execution, pricing strategy, and RFP responses to reduce deal cycle time and risk.
Serve as the central point of contact for Go-To-Market teams on customer contract types, non-standard pricing requests, and product configurations.
Oversee contract generation, lifecycle management, and compliance within CRM and CLM systems.
SmarterDx is a healthcare technology company focused on revenue cycle management. It is a private company in a high-growth environment, operating fully remotely.
Build and maintain financial models for revenue, expenses, provider compensation, and cash flow to support FP&A and strategic planning.
Partner with department leaders to manage budgets, analyze costs, and investigate operational variances to recommend corrective actions.
Leverage AI tools to automate repetitive finance tasks and enhance reporting efficiency while maintaining data integrity.
Heartbeat Health is a healthtech company on a mission to transform cardiovascular care through technology, data, and innovative care models. It is a fast-growing, remote-first company with a collaborative culture focused on improving healthcare at scale.