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.
Lead annual budgeting, monthly/quarterly forecasting, and long-range strategic planning across global business units.
Provide financial analysis and business partnering to support strategic decisions, analyzing revenue, profitability, and operational metrics.
Prepare executive reporting packages, develop KPI dashboards, and drive process improvements through financial systems optimization.
HSP Group is a premier provider of global expansion services, helping companies simplify international operations including legal entity setup, HR, payroll, compliance, tax, and advisory. The company serves scale-ups and innovative technology firms, positioning itself as a trusted global partner for rapid expansion.
Lead the company's annual budgeting, long-range strategic planning, and rolling forecasting processes.
Develop and maintain robust financial models to evaluate business performance, M&A opportunities, and product-level reporting.
Partner with department heads to manage operating expenses, identify cost-saving opportunities, and support strategic initiatives.
UltraViolet Cyber is a platform-enabled unified security operations company offering comprehensive security solutions for Fortune 500, Federal Government, and Commercial clients. Founded by security practitioners with decades of experience, the company operates globally with offices in McLean, Virginia, and India.
Lead revenue and contribution margin forecasting, budgeting, and long-range planning processes.
Prepare clear variance commentary and analyze financial results for internal and external stakeholders.
Improve financial models, tools, and processes to increase efficiency, accuracy, and scalability of FP&A operations.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The company fosters an inclusive, collaborative, and high-performance culture with a remote-friendly environment.
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.
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 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 monthly financial reporting, including variance analysis and executive summaries for senior leadership.
Lead quarterly forecasting and annual budget development across revenue and expense categories.
Partner with cross-functional teams on ad hoc strategic projects and business case analyses.
SoulCycle is a purpose-driven fitness company that redefines health and happiness through indoor cycling, building community and hospitality. They foster an open, diverse, and inclusive culture, empowering employees to learn and grow together.
Own the consolidated financial model for quarterly reforecasts and long-range planning.
Serve as a strategic business finance partner, building unit economics and scenario models to drive investment decisions.
Drive process improvements and automation across recurring workflows, including leveraging AI tools.
Hatch designs smart sleep devices and science-backed content to help people build better sleep habits. With over 5 million sleepers and a certified Great Place to Work culture, they are a collaborative and fast-growing company.
Partner cross-functionally with Product and Engineering leaders on budgeting, forecasting, and financial analysis to support growth and efficiency.
Support headcount planning as the company scales, ensuring alignment across hiring plans, budgets, and actuals.
Build and scale FP&A processes, reporting packages, KPIs, and planning infrastructure, including rollout of new planning tools.
Horizon3.ai is a fast-growing cybersecurity company that helps organizations proactively find and fix exploitable attack vectors with their NodeZero autonomous pentesting platform. The company is a fusion of former U.S. Special Operations cyber operators and startup engineers, committed to a culture of respect, collaboration, and ownership, with employees working remotely.
Deliver monthly operations reports to the Board, identify key financial drivers, and support budget development.
Model major sales deals for ROI, monitor expenditures against budgets, and present results to senior leadership.
Leverage advanced analytical skills and tools like PowerBI to drive insights and process improvements.
Lumos delivers lightning-fast, 100% Fiber Optic internet to underserved communities. After merging with North State in 2022 and forming a joint venture with T-Mobile in 2025, we connect over 475,000 homes across nine states and aim to reach 12 to 15 million homes by 2030, driven by a startup mindset and a focus on closing the digital divide.
Build the consolidated story behind the monthly forecast and produce executive-level analyses across headcount, expenses, and revenue streams.
Act as subject-matter expert in Pigment, owning corporate model logic and driving automation and efficiency gains.
Be the trusted finance business partner of the People & Talent organization, owning headcount analysis and hiring reporting.
Life360’s mission is to keep people close to the ones they love, offering location sharing, tracking devices, and crash detection. With over 500 remote-first employees and 97.8 million monthly active users, they are a household name in family safety.
Lead enterprise-wide reporting initiatives to drive strategic decision-making and business transformation.
Partner with executive leadership and cross-functional teams to deliver actionable insights and establish reporting standards.
Translate complex financial and operational data into clear business recommendations using advanced analytics and BI tools.
Theoria Medical provides multispecialty physician services to skilled nursing facilities across the US, combining medical excellence with technological advancement. They prioritize innovation, compassion, and transparency, operating without ego and focusing on patient outcomes.
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.
Own end-to-end ARR reporting, forecasting, and variance analysis to drive financial insights.
Partner cross-functionally with Sales Ops, RevOps, and Accounting to ensure data accuracy.
Deliver high-quality reporting packages for executive leadership and private equity partners.
A globally recognized leader in risk management software, providing GRC and compliance solutions. They have a global footprint across continents and a remote-first collaborative culture.
Serve as the primary finance business partner to G&A leaders including HR, Legal, IT, and Finance, providing financial insight, modeling, and planning discipline.
Lead consolidation, baseline reporting, and partner with GTM and P&E FP&A leads, while supporting system administration of Adaptive and data flow processes.
Manage Business and Data KPIs for BOD and external requirements, and partner with Collections and AP teams to forecast cash and balance sheet metrics.
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. With seven consecutive years on the Forbes Cloud 100 and recognition as a Gartner Leader, the company fosters an inclusive, people-first culture with remote and hybrid options.
Own the monthly BvA process end to end, building reporting and partnering on variances.
Support pre-IPO readiness to ensure reporting meets public-company standards.
Maintain the consolidated forecast across P&L, balance sheet, and cash flow.
HighLevel is an AI-powered business OS helping agencies and SMBs build, automate, and scale. With 2,000+ employees across 10+ countries, it's a global remote-first organization.
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.
Own and improve company forecasting models, reporting monthly financial results with variance analyses and actionable insights.
Develop dashboards tracking KPIs and provide strategic financial insights to influence executive decision-making.
Partner cross-functionally to evaluate business cases, optimize growth, and drive scalable financial planning processes.
Blueland reimagines cleaning essentials with plastic-free, effective products that are safe for families and the planet. Since 2019, the company has diverted over 1 billion single-use plastic bottles from landfills and oceans, and is a Certified B Corp with strong backing from top venture capital firms and notable investors.
Support company-wide planning and forecasting, including annual operating plan and long-range plan.
Own revenue and cash flow forecasting, continuously refining models for accuracy.
Deliver executive reporting, investor relations support, and integrate AI into finance functions.
Gainsight builds the AI-powered customer success platform that helps companies retain and grow their customers. With over 2,000 customers, the company fosters a human-first culture focused on collaboration and innovation.