Source Job

• Partner with Sales and Marketing leadership to build strategic decision support and drive alignment between growth investments and financial outcomes.
• Own forecasting models for members and revenue, GTM KPIs and ROI frameworks, and pricing strategy to guide long-term planning.
• Manage monthly forecasts, executive variance analysis, annual planning, headcount modeling, and systems to scale GTM finance.

SmithRx is a rapidly growing, venture-backed Health-Tech company that disrupts the pharmacy benefit management sector with a next-generation drug acquisition platform. With hundreds of thousands of members onboarded since 2016, the company offers a collaborative, mission-driven culture guided by values of integrity, courage, and teamwork.

• You will serve as a key financial partner supporting commercial growth and strategic decision-making within a fast-paced technology environment.
• You will own recurring revenue reporting workflows, prepare executive-level materials, and analyze revenue performance trends.
• You will collaborate with Revenue, Sales Operations, and go-to-market teams to improve financial visibility and operational efficiency.

This position is with a partner company in the technology sector, operating in a fast-paced environment. The company embraces a remote-first culture and focuses on employee development and collaboration.

• Act as trusted financial advisor to VP and C-level leaders, guiding resource allocation and investment decisions.
• Lead monthly forecast reviews and deliver actionable insights to drive strategic decisions.
• Build advanced financial models with scenario and sensitivity analysis to support key business decisions.

BetterUp is a personal and professional growth platform that provides coaching and development to individuals and organizations. It is a mission-driven company with a hybrid culture, multiple office hubs in the US and Europe, and a focus on creating fulfilling work experiences.

• Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
• Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
• Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.

Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.

• Partner with Sales, Marketing, and Revenue Operations to shape growth strategy and evaluate trade-offs.
• Turn complex financial data into clear, actionable insights while balancing short-term efficiency with long-term impact.
• Develop strategic forecasting of complex deals and communicate recommendations to executive audiences.

Rula is a mental health company dedicated to providing evidence-based and compassionate care, aiming to destigmatize mental health and treat the whole person. The company is remote-first and fosters a culture of inclusion and well-being, with a focus on empowering individuals to take charge of their mental health.

• Lead financial planning, forecasting, and performance analysis across clinics, regions, and service lines.
• Develop and maintain financial models to evaluate new clinic openings, provider hiring, and payer mix strategies.
• Translate financial and operational data into actionable insights for executive leadership, highlighting key risks and opportunities.

Thriveworks is one of the leading mental healthcare companies in the U.S., with over 2,800 employees. Founded and led by clinicians, our mission is to help people live happy, healthy lives.

• Owning the forward-looking commercial model and bottoms-up forecast across pipeline, conversion, customer usage, retention, expansion, and sales capacity.
• Building complex cohort and financial dashboards to analyze acquisition channels, customer profiles, unit economics, and leading indicators.
• Providing FP&A with commercial outlook and operating assumptions, while evaluating investments and preparing executive-ready materials.

Tiger Data, formerly Timescale, provides the fastest PostgreSQL platform for transactional, analytical, and agentic workloads. As a globally distributed, remote-first team with over 2,000 customers and $180 million in funding, we are committed to direct communication, accountability, and collaborative excellence.

• Combine strategic thinking, financial expertise, and data-driven insights to assess emerging concepts and build compelling business cases.
• Develop robust financial models, ROI analyses, and five-year forecasts to support product investment decisions.
• Conduct market research and competitive analysis to identify healthcare trends and growth opportunities.

CareCentrix is a healthcare services company that partners with health plans and providers to deliver innovative solutions. They foster a values-driven culture focused on care, integrity, excellence, and collaboration.

• Own key components of the financial planning cycle, including annual budgeting, quarterly forecasting, and long-term planning processes.
• Build, maintain, and improve financial models covering revenue, operating expenses, headcount, and full P&L performance.
• Partner with cross-functional leaders across Sales, Marketing, Customer Success, Product, and Operations to support strategic initiatives.

Our partner is a high-growth company looking for a Senior Financial Analyst to support business growth and data-driven decision-making. They offer a collaborative environment with strong professional development support and exposure to strategic initiatives.

• Lead financial planning and analysis for the Risk Adjustment organization, managing a team of FP&A Analysts.
• Own forecasting, budgeting, and reporting for the Risk Adjustment P&L, translating complex data into actionable insights.
• Drive analytical rigor, scalability, and process discipline to support business growth and decision-making.

HealthEdge delivers healthcare technology solutions and services. The company is a mid-sized organization with a culture centered on Centers of Excellence across HR, IT, Legal, and Finance.

• Strategic Business Partnering: Serve as the primary finance partner to the product team, providing financial guidance for strategic decision-making.
• Business Case Development: Partner with product team to create robust business cases for new product initiatives, evaluating potential ROI and financial impact.
• Financial Modeling & Forecasting: Develop and maintain sophisticated models to forecast revenue, costs, and profitability, ensuring alignment with business objectives.

Tala is AI-native credit infrastructure for the global majority, combining proprietary risk intelligence with capital and distribution partners to power credit access at scale. Backed by more than $500 million in funding, the company has distributed over $7 billion in capital to more than 13 million customers across Africa, Latin America, and Asia, building one of the most robust datasets on thin-file borrowers worldwide.

• Develops strategic commercial approaches and supports opportunity execution for sales teams.
• Builds financially driven business cases, ROI analyses, and value models to demonstrate measurable business impact.
• Collaborates with cross-functional teams to influence pricing strategies, deal structures, and customer-facing business cases.

The company operates in the technology connectivity industry, focusing on transforming digital connectivity experiences. The size is not specified, but it offers a collaborative and fast-paced work environment.

• Own forecasting, budgeting, and long-range planning, building financial models that drive strategic decisions.
• Analyze financial data, develop KPIs, and provide actionable insights to leadership.
• Partner across departments to support initiatives with financial analysis and a point of view.

Afresh is the AI platform for grocery, helping grocers reduce waste and increase sales. The company has grown to 6 enterprise-grade solutions, serving over 10% of the US grocery market, with a mission-driven culture.

• Support annual budget and lead periodic forecast and long-range planning cycles.
• Serve as key FP&A business partner to function heads, managing departmental budgets.
• Own Adaptive Planning administration and enhancement, including model maintenance and dashboards.

Mineralys Therapeutics is a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities. It is a publicly traded company with a fully remote team.

• Own the annual budgeting and forecasting cycles, working closely with functional leaders.
• Manage bottoms-up planning across departments and provide managers with frequent feedback.
• Build dashboards and monthly reporting packages for leadership and investors.

Reveal Technology is a startup that provides software tools and intelligence for field operations in remote, extreme environments, focusing on defense and security. The company is scaling its team and emphasizes a mission-driven culture serving modern warfare and national security needs.

• Build and own Concourse's operating model including revenue forecasting, unit economics, headcount planning, and scenario analysis.
• Partner with the CEO on strategic decisions such as new market entry, pricing, capital allocation, and partnership economics.
• Develop and maintain KPIs, financial reporting, and infrastructure from scratch to scale with the company.

Concourse is building the operating system for state and local governments, turning fragmented data into smooth operations. The team is a small, early-stage startup with significant revenue and a culture of independence and direct communication.

• Drive financial planning, forecasting, and high-visibility strategic analyses like pricing and GTM ROI.
• Partner with Sales, Product, and Engineering to support the operational backbone of the embedded finance platform.
• Own forecasting end-to-end, improve processes, and support Corporate Development and investor reporting.

RevenueCat provides a platform for managing in-app subscriptions, processing $12B+ in annual purchase volume and serving over 40% of new subscription apps. The company is a remote-first crew of 150+ across 25+ countries, guided by values like Customer Obsession and Always Be Shipping.

• 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.

• Drive recurring ARR, revenue, and operational reporting across the Industrials Division.
• Lead monthly and quarterly forecasting processes, including variance analysis and executive reporting packages.
• Analyze SaaS performance metrics and support multi-business unit financial consolidation and performance analysis.

Cordance accelerates the growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. We are experienced operators with a passion for software, partnering with founders to scale their businesses and realize their full potential.

• Drive financial planning, budgeting, and forecasting for marketing headcount and operational expenses.
• Develop scenario-based financial models to assess marketing investments, ROI, and performance trends.
• Partner with Marketing Operations and Strategy & Analytics teams to align financial plans with GTM initiatives.

Abnormal AI protects over 4,500 enterprises from AI-powered cybercrime using a behavioral AI platform. It is a growing company with a focus on innovation and equality in hiring.