Source Job

• Assist with budgeting/forecasting processes.
• Prepare financial models and analytics.
• Maintain tools and technology utilized by Finance.

ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. They advocate for school choice and work to address educational inequities throughout the United States.

• Support expense planning and forecasting by partnering with the finance team to build financial models and conduct variance analysis.
• Manage workforce and vendor spend analysis including headcount tracking and resource allocation.
• Drive monthly financial operations and reporting by gathering actuals and preparing accruals.

Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators. They have helped customers maximize revenue, streamline operations, and maintain compliance through cloud-based software. Model N is trusted by over 150 of the world’s leading companies across more than 120 countries.

• Lead and manage monthly, quarterly, and annual financial planning, budgeting, and reporting processes
• Partner with business leaders and finance teams to deliver insights for decision-making and operational planning
• Develop internal and corporate financial presentations for leadership and external stakeholders

Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly.

• Lead the monthly, quarterly, and annual forecasting process for revenue and practice share.
• Evaluate financial outlooks to actual performance, highlighting key variances and trends.
• Analyze the financial statement impact of internal and external factors on revenue and practice share.

Aledade, a public benefit corporation, empowers independent primary care and is the largest network of its kind in the US, helping practices, health centers, and clinics deliver better care and thrive in value-based care. They were founded in 2014 with a collaborative, inclusive, and remote-first culture.

• Prepare financial annual budgets and forecast updates.
• Manage month-end close process and reporting of monthly financial results.
• Develop and maintain financial models and analysis.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Lead financial modeling and forecasting.
• Conduct deep-dive analyses into business performance.
• Oversee the preparation of monthly and quarterly reporting packages.

Diana Health is a network of modern women’s health practices working in partnership with hospitals to reimagine the maternity and women’s healthcare experience. With strong collaborative care teams; passionate administrators and a significant investment in operational support, Diana Health employees are well-supported to bring their very best to the work they love.

• Lead financial reporting to provide key stakeholders with visibility into company performance and expense management.
• Own forecasting and budgeting processes, working closely with department leads to ensure accurate financial projections.
• Analyze monthly and quarterly financial performance, identifying key trends, variances, and business drivers.

Happy Money is a consumer finance company that empowers people to achieve their goals through simple, transparent loans funded by trusted financial institutions. They have originated more than $6.5 billion in loans to help nearly 350,000 people take greater control of their financial futures and are a fully distributed workforce.

• Prepare and manage financial reports.
• Own month-end close and AP/AR processes.
• Support FP&A activities and improve finance processes.

Netomi is the leading agentic AI platform for enterprise customer experience. They work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey.

• Assist with financial modeling and forecasting of revenue and expenses.
• Conduct market research and analysis to support informed decision-making.
• Participate in budgeting, analyze variances, and identify cost optimization opportunities.

Armada is an edge computing startup that provides computing infrastructure to remote areas where connectivity and cloud infrastructure is limited. They aim to bridge the digital divide with advanced technology infrastructure that can be rapidly deployed anywhere.

• Lead the execution of the company’s core financial planning process.
• Prepare financial presentations for investors and internal use.
• Develop financial infrastructure through process optimization and automation.

SurveyMonkey is the world’s most popular platform for surveys and forms, built for business, and loved by users. Trusted by millions—from startups to Fortune 500 companies—SurveyMonkey helps teams gather insights and information that inspire better decisions, create experiences people love, and drive business growth.

• Manage a team of three finance professionals.
• Oversee the forecasting and budgeting for all Operating Expenses (OpEx) and Headcount.
• Provide strategic direction for our financial planning software.

MasterClass is a streaming platform where experts share their knowledge and stories. They are a remote-first workforce with collaborative work spaces in San Francisco and Kitchener, Ontario, and employees in several U.S. states.

• You will provide executives and investors with the financial information and analysis required to make effective business decisions.
• You will take ownership of key elements that are critical to continued financial success at Resultant, including budgeting and forecasting processes, monthly reporting packages to key stakeholders, and financial modeling.
• Build trusted relationships with key stakeholders, including senior executives and functional leadership; Work with key leaders across departments to provide improved visibility and insights on business drivers and results

Resultant is a team of 300+ engineers, mathematicians, data analysts, project managers, and business consultants. They partner with clients in the public and private sectors to help them overcome their most complex challenges, empowering clients to drive meaningful change.

• Support the FP&A team through financial preparation.
• Influence strategic decision-making through financial analysis.
• Drive enhancements in financial reporting and analysis.

LEARN Behavioral is a national organization dedicated to nurturing children with autism and special needs. They specialize in applied behavior analysis and personalized treatment plans, and are proud to be part of each family’s journey, with 20 years of experience.

• Develop annual budgets, monthly forecasts, and long-range financial plans.
• Analyze differences between actual results and budgets/forecasts, explaining key drivers and trends.
• Build and maintain dashboards and recurring reports that provide visibility into company performance for leadership and functional teams.

Rentable is a profitable, growth-stage company building martech and data products for the rentals industry. They are a fully remote team of 100+ spread across the U.S. with a strict no a**holes policy and a community of high performers who take their work seriously.

• Develop annual budgets, monthly forecasts, and long-range financial plans.
• Create and maintain models to predict performance and assess business decisions.
• Analyze variances between actual results and budgets/forecasts, explaining key drivers.

Rentable is a profitable, growth-stage company building industry-leading martech and data products for the rentals industry. They are a fully remote team of 100+ spread across the U.S. from coast to coast and pride themselves on achieving rapid growth without having to incinerate capital.

• Develop, lead and oversee the quarterly and annual budgeting process, as well as ongoing forecasting efforts.
• Maintain monthly reporting package and develop and maintain financial models to support business planning.
• Provide insightful analysis of financial performance, variance analysis, and key performance indicators (KPIs).

Quantum-Si is a company that is guiding the industry through a period of high growth. They focus on allocating resources and achieving strategic goals, and are are an E-Verify and equal opportunity employer.

• Conduct comprehensive financial analysis to support strategic decision-making.
• Manage and analyze headcount plans, movement, and analysis.
• Prepare monthly, quarterly, and annual financial reports and presentations.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.

• Support of the Cost Controlling Function, monitoring budget adherence and providing financial insights.
• Support in preparing investor and executive reports, gathering data, and ensuring accuracy.
• Assist in updating the business plan and forecasts, helping maintain financial models.

Moss is a SaaS scale-up founded in Berlin, providing finance professionals with the power to automate their day-to-day and make forward-thinking decisions. With a team of 300+ people from 50+ nationalities, they foster a culture driven by impact and growth.

• Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances.
• Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts.
• Develop models to track KPIs, analyze channel and SKU sales performance, enhance product margins, and forecast inventory & demand planning.

Pilot provides small businesses with dedicated finance experts who learn the ins-and-outs of their business. Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.

• Support the annual budgeting, re-forecasting, and long-range planning processes.
• Collaborate with Technology and G&A teams to forecast, track, and analyze operating expenses.
• Prepare Monthly Business Reviews to present financial results, KPIs, and budget variances.

Kobie is a loyalty solutions company that helps brands build lasting emotional connections with their consumers. The company has a collaborative, growth-focused culture and is named a Top Workplace in the USA.