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.
Building and maintaining financial models to drive actionable insights for leadership decisions.
Analyzing past and current financial data to develop accurate forecasts and report on key metrics.
Identifying and implementing AI-driven tools and workflows to streamline FP&A processes.
Ashley Digital is the e-commerce engine behind Ashley Furniture Industries, a major home brand. They are a fast-moving, collaborative team focused on shaping how people discover and buy home furnishings.
Own pieces of long-range planning, the Annual Operating Plan, and reforecasting.
Build and maintain driver-based forecasting models tied directly to business drivers.
Drive performance reviews with business leaders. This is the feedback loop where FP&A shifts from reporting to coaching: review progress, surface issues, adapt plans, and make sure leaders feel supported and resourced to execute.
Mitek is a global leader in digital & biometric identity authentication, fraud prevention, and mobile deposit solutions. They have over 7,500 organizations using their products, with operations in the United Kingdom, Spain, France, Mexico, and the Netherlands.
Analyze sales and renewal data to build forecasting models and identify risks.
Collaborate with Sales, Renewals, and Customer Success to optimize the revenue engine.
Act as a strategic advisor for Salesforce and Gong, connecting data and maintaining data integrity.
Hirevue transforms the way organizations discover, engage, and hire talent. They connect companies and candidates anytime, anywhere with their end-to-end hiring platform featuring video interviewing, assessments and conversational AI. They have hosted over 70 million video interviews for over 1200 customers.
Serve as a critical partner to the Head of Finance, owning the company model and leading annual planning and forecasting.
Partner with leaders across GTM, Product, Engineering, and more to drive visibility, resource allocation, and decision-making.
Help build an AI-native finance function, leveraging AI to improve planning, forecasting, and reporting.
Lyric is an enterprise AI platform built for supply chains, offering out-of-the-box AI solutions and a platform-first approach for composability. The company is a growing startup with Fortune 500 customers, including Smurfit WestRock, Estée Lauder, and Coca-Cola, and operates with a global team across the US, EMEA, and India.
Partner with operational leadership and Program Managers to manage financial performance across Veilant’s operational program portfolio.
Support program budgeting, forecasting, and financial planning efforts across active contracts and customer programs.
Develop and maintain program financial dashboards, reports, and analysis to support leadership decision making.
Veilant helps government and enterprise organizations understand and manage commercial data risks, shape their digital signatures, and operate with confidence in an increasingly complex information landscape. At Veilant, you’ll work with talented experts, building tools and systems that make a real difference.
Support preparation and maintenance of EverWell operating forecast models and annual budgets.
Support monthly reporting, variance analysis and financial performance insights.
Help improve forecasting, reporting and modelling processes over time.
EverCommerce is digitally transforming the service economy with tailored, end-to-end SaaS solutions, serving over 725,000+ customers. As a leading service commerce platform, their applications create predictable experiences between customers and their service professionals.
Build forecasts vs. actuals for real estate assets
Build and improve workflows using Claude Code
Automate recurring finance and reporting tasks
We use AI to review applications ensuring fairness and objectivity, focusing on skills, certifications, and experience. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.
Own the source of truth for GTM health: pipeline, bookings, and sales performance.
Execute annual and quarterly planning cycles: territory design, quota-setting, and capacity modeling.
Build scalable, governed GTM data models in Snowflake and dbt; maintain data integrity across GTM systems.
Fireworks AI is building the future of generative AI infrastructure, delivering high-quality models with fast and scalable inference. They are a Series C company valued at $4 billion, backed by top investors, and fosters an ambitious, collaborative team of builders.
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.
Own the FP&A function, building board-ready models and driving forecasts to fuel growth.
Manage cross-functional budgeting, headcount planning, and financial reporting with clear insights.
Enhance financial planning tools like Workday Adaptive Planning and implement scalable processes.
Kin is an insurtech that uses data and technology to make homeowners insurance simpler, more affordable, and fairer, especially in areas with climate risks. Founded in 2016, it is a remote-first employer with over 300 employees across 35+ states, recognized as a Great Place to Work and featured on Forbes' Fintech 50.
Lead the evolution to forward-looking performance management.
Establish advanced analytics, AI-enabled insights, and OKR-driven performance frameworks.
Partner with the Financial Services and Data (FSD) leadership team.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We invest in people and new advanced technologies to unlock the power of data and have an amazing team of 25,200 people in 32 countries.
Drive pipeline visibility and forecast accuracy for enterprise sales cycles.
Design and operationalize GTM processes and playbooks for complex deals.
Optimize reporting and analytics using AI tools to enable data-driven decisions.
Ditto is a peer-to-peer data sync platform that enables real-time applications without internet. With over $145 million in funding and trusted by major enterprises, we are a globally distributed, fast-growing startup committed to building a diverse and inclusive team.
Own capacity planning and staffing for the Solutions AI Engineers, aligning resources to projects.
Build and maintain capacity and revenue forecasts based on pipeline, active projects, and hiring plans.
Define standards for project setup, tracking, and reporting to ensure consistent execution across engagements.
Snorkel AI helps enterprises transform expert knowledge into specialized AI at scale. They started as a research project in the Stanford AI Lab and work with some of the world’s largest organizations. As a rapidly scaling company with robust funding, they offer stability and the excitement of high growth.