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.
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 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.
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.
Own the annual planning and quarterly forecasting process end-to-end, driving alignment across GTM, EPD, and G&A.
Serve as the primary financial business partner to the executive team, delivering board-ready financial packages and investment frameworks.
Build and maintain the company's long-range financial model, tracking ARR, NRR, CAC/LTV, and unit economics across all customer segments.
Vanta provides a Trust Management Platform that helps companies build, maintain, and demonstrate trust through continuous security monitoring. The company has thousands of customers and fosters a kind, inclusive culture with a diverse team.
Own the end-to-end revenue forecast model for the commercial organization, integrating pipeline data, bookings, churn, and expansion assumptions across all GTM segments.
Serve as the primary finance business partner to the CRO and GTM leadership, translating financial data into actionable insights for quota attainment and growth strategy.
Lead the annual quota-setting and territory planning process in partnership with Sales Operations, ensuring alignment between top-down targets and bottoms-up capacity modeling.
Arcadia is an AI-powered energy intelligence platform that helps businesses manage utility bills, buy energy, and advance sustainability. The company is trusted by Fortune 2000 companies and has a remote-first culture with diverse teams.
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.
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 the operating model, quarterly reforecast, cash flow forecast, and board reporting analysis.
Maintain rolling driver-based models, prepare budget-versus-actuals analysis, and support strategic analysis.
Partner with Finance, Accounting, RevOps, and Data team to build a single source of truth for company numbers.
Hightouch is an Agentic Marketing Platform powered by a Composable CDP, enabling marketing teams to build and ship end-to-end campaigns. Founded in 2019 and headquartered in San Francisco, the company is a Leader in the 2026 Gartner Magic Quadrant for Customer Data Platforms, trusted by enterprises like Domino's and Spotify, with a team that values ambition, efficiency, humility, and kindness.
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.
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.
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.
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.
Act as finance and strategy business partner to a dedicated sales team, providing oversight and analytical support.
Responsible for monthly results reporting, budgeting, forecasting, and analyzing business drivers.
Assess financial impact of business decisions and coordinate with teams to maximize profitability.
KnowBe4 is a pioneer in digital workforce security, providing attack simulation and training to secure both AI agents and humans. Trusted by over 70,000 organizations worldwide, the company offers a modern, high-tech, and fun work environment.
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.
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.
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.
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.
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.
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.