Own full-cycle sales execution, driving net-new revenue by engaging CFOs, Controllers, and VPs of Finance.
Run high-impact discovery sessions and deliver value-based demonstrations with Solutions Consultants.
Collaborate with SDRs and Marketing to expand account penetration and accurately forecast monthly revenue.
FinQuery provides an AI-enabled platform that automates accounting for complex financial contracts like leases and prepaids. It serves more than 8,700 customers worldwide and has been recognized as one of the fastest-growing private companies for five consecutive years.
Manage and grow a diverse portfolio of banking and retail accounts, developing forecasts and advancing a pipeline.
Collaborate with cross-functional teams to solve issues, identify opportunities, and express the customer's voice to improve solutions.
Drive sales of data, software, and analytics solutions, prioritizing accountability and building trust with teammates and customers.
Experian is a global data and technology company using data, analytics, and software to power opportunities in financial services, healthcare, and more. With 23,300 employees across 32 countries, this FTSE 100 company has a people-first culture.
Own technical strategy for strategic financial services accounts and complex sales campaigns as a co-seller.
Lead executive workshops and architect custom Proof of Concepts that connect customer objectives to Appian.
Navigate complex IT landscapes, influence the product roadmap, and mentor peers to scale best practices.
Appian provides AI automation for business processes at large organizations, with a platform known for power, reliability, and scale. The company has been automating processes for over 25 years and fosters a culture of intensity and excellence, with a focus on accomplishing hard things together.
Partner with direct and channel sales teams to drive B2B payment and AP automation solution deals.
Lead technical discovery, product demonstrations, and architecture discussions with prospects and partners.
Serve as a trusted advisor bridging client requirements with product and engineering teams.
AvidXchange provides accounts payable automation software and payment solutions for middle-market businesses. Founded in 2000 in Charlotte, NC, it has over 1,300 teammates and a culture focused on being connected, growth-minded, and customer obsessed.
Partner with marketing, commercial, and supply chain leadership to drive revenue strategy and decision-making.
Own hardware revenue forecasting, reporting, and narrative for GTM stakeholders.
Build tools and models using Excel, Tableau, and AI to streamline forecasting and insights.
ŌURA creates smart rings and an app that help people track readiness, activity, and sleep. As a fast-growing health technology company, it fosters a culture focused on employee well-being and empowering teams.
Own core planning and forecasting, turning data into clear insights and recommendations.
Work directly with leaders across the business to improve decisions and execution.
Drive automation and AI to build an insightful, efficient FP&A function.
Reachdesk is an end-to-end global gifting and swag platform that helps B2B companies build meaningful connections and drive measurable ROI. It is trusted by recognized tech and SaaS names and powered by a world-class team with hubs in New York, London, and Lisbon.
Design realistic, multi-step finance and accounting benchmark tasks across FP&A, reporting, audit, and reconciliations.
Build clear instructions and objective grading rubrics that enable consistent reviewer evaluation.
Prepare supporting materials like spreadsheets and financial statements, and review tasks for accuracy and gradability.
Jobgether is a talent matching platform that uses AI to connect candidates with employers and streamline the hiring process. The company operates as a lean, tech-driven team focused on fast, objective, and fair candidate evaluation.
Drive client discovery and analysis to understand operational challenges and build business cases.
Develop proposals and executive presentations that connect Lessen's capabilities to client priorities.
Partner with sales and implementation teams to shape and deliver solutions.
Lessen is a tech-enabled property service provider that transforms how commercial and residential real estate services are delivered at scale. The company is venture-backed with over 30,000 vendors and values a diverse, inclusive culture.
Partner with cross-functional leaders to develop budgets, forecasts, and monthly reports.
Support product and marketing teams with custom financial modeling and market insights.
Own planning processes and support investor relations and corporate development.
Greenlight is a family technology company helping families raise financially smart kids through products like a debit card, app, and safety trackers. With over 6.5 million family members, the company fosters a bold, collaborative culture focused on making a real impact.
Lead annual planning, long-range planning, and monthly/quarterly forecasts.
Run monthly business reviews and prepare board and investor materials.
Partner with executives on pricing, marketing spend, and key investments.
Hungryroot is using AI to build a consumer-centric food and wellness company, acting as a personal assistant for healthy living by recommending and delivering groceries, recipes, and supplements. The company is a distributed team of top talent across 28+ U.S. states with a remote-first culture that emphasizes collaboration, team-building, and flexibility.
Support HR and Legal leaders with forecast updates, purchase and headcount approvals, and data reconciliations.
Assist departments with forecasting and reconciliation, and support implementation of new FP&A and reporting software.
Validate data migrations, document financial processes, and identify automation opportunities to improve reporting efficiency.
LastPass delivers secure access essentials, helping individuals and organizations manage and protect access to AI, applications, and credentials from the browser. Trusted by over 100,000 businesses and millions of users, the company is a high-growth, collaborative, remote-first environment that values new ideas and supports employee growth.
Create pricing for proposals and assist Project Managers with change order pricing.
Coordinate with Business Development on financial details and forecast trackers.
Analyze financial data and provide forecasting support.
Cogstate advances the science of brain health by providing digital cognitive assessments trusted by researchers and clinicians worldwide. The global team of experts spans psychology, data science, operations, and technology, working collaboratively with a patient-first mindset.
Own the GTM expense plan and forecast, turning it into executive-ready commentary for Sales, Marketing, and Customer Success leaders.
Manage GTM headcount planning and capacity, flagging drift from targets before it affects the forecast.
Own the single source of truth for ARR and ATR, auditing data in Salesforce and the data warehouse.
Webflow is the agentic web marketing platform for modern marketing teams, helping organizations build, manage, and optimize high-performing web experiences that drive predictable growth and strengthen brand trust. We move fast without sacrificing craft or quality, and every permanent Webflower receives equity in our growing, privately held company.
Lead annual planning, forecasting, and monthly reporting for the Marketing organization, focusing on financial performance and growth metrics.
Analyze marketing spend, pipeline, and ROI to identify opportunities for improved efficiency and investment visibility.
Partner with cross-functional teams to implement AI-driven solutions that enhance decision-making and operational efficiency.
Sophos is a global cybersecurity company that provides innovative security solutions to protect organizations from cyber threats. It operates with a remote-first work culture and a diverse, collaborative team.
Own the driver-based operating model, annual budget, forecast cycle, and variance analysis.
Build financial cases for new products, verticals, and partnerships, including unit economics and vendor spend.
Deliver executive-ready reports and lead monthly business reviews.
Jerry is building the first AI-powered advisor to manage all your physical assets, from car insurance to home and beyond. We are a small and mighty team that has reached 5M+ customers, raised $240M+, and achieved profitability, with a culture of ownership and learning.
Develop realistic FP&A tasks that test AI agents' analytical capabilities.
Build reference solutions with transparent formulas and documented assumptions.
Evaluate AI agents on financial data, identifying errors and unsupported conclusions.
Anyone AI is a company that develops realistic tasks to test AI agents' ability to analyze business performance and support financial planning. We are a remote-first team with flexible hours, fostering a collaborative and innovative culture.
Support annual planning, quarterly forecasting, monthly close, and expense reporting cycles.
Partner with budget owners to coordinate annual-plan inputs, assumptions, reviews, and updates.
Maintain forecast inputs across departments covering headcount, vendors, compensation, software, facilities, travel, and health benefits.
Included Health delivers integrated virtual care and navigation, aiming to raise healthcare standards for everyone. It is a growing company with a remote-first culture, offering comprehensive benefits and equal opportunity employment.
Own the monthly financial rhythm for Sales, Professional Services, Customer Success, and Marketing: variance analysis, reforecasting, and stakeholder reviews.
Build commercial and unit-economics analytics like CAC/LTV, bookings vs. OTE, retention, and PS profitability.
Drive FP&A process improvement and experiment with AI-enabled automation to make reporting faster and smarter.
BlueCat provides intelligent network operations and automation solutions that help large enterprises keep their networks secure, reliable, and scalable. It is a global, PE-backed company known as a Great Place to Work, with a culture focused on collaboration, integrity, and innovation.
Drive decision making on unit economics, operations, and new opportunities using business judgment and financial insights.
Develop financial and operational plans, including revenue, cost, and headcount targets.
Collaborate with Product, Marketing, and Operations teams to improve growth speed and efficiency.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. As a publicly traded company with a robust three-sided technology platform, Ethos fosters a fast-paced, analytically rigorous, and impact-oriented culture.
Lead full-cycle CaptivateIQ implementations, owning project timelines and managing customer expectations across multiple engagements.
Serve as the primary client-facing contact, designing system configurations and ensuring successful go-live transitions.
Collaborate with cross-functional teams, proactively identify risks, and drive best practices for delivery quality.
CaptivateIQ is transforming how companies plan, manage, and optimize sales performance through its incentive compensation and sales planning platform. Backed by top-tier investors like Sequoia and Accel, the company serves high-growth customers including Netflix, Figma, and Stripe.