Source Job

• Own the annual operating plan, quarterly re-forecasts, and monthly forecasting processes.
• Lead the monthly board reporting process and prepare financial presentations for internal and external stakeholders.
• Serve as a strategic finance partner to business leaders across go-to-market and G&A functions.

Halcyon is the industry's first dedicated, adaptive security platform that combines multiple proprietary advanced prevention engines along with AI models focused specifically on stopping ransomware. Comprised of leaders from Cylance, Accuvant, Fireye, and ISS X-Force, Halcyon is a remote-native, completely distributed global team that moves quickly and gives people real ownership.

• Drive business performance and FP&A excellence by building integrated planning processes and developing key financial models.
• Lead finance transformation through automation, AI-enabled analytics, and scalable planning technologies.
• Mentor and develop a high-performing global FP&A team, creating a culture of accountability and continuous improvement.

Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains with an AI-infused platform. As a global organization with over 2000 employees and multiple Top Employer awards, we foster a culture of innovation and inclusivity.

• Direct the financial planning and analysis function to monitor business performance and develop investment, budgeting, and financial strategies.
• Coordinate financial analysis, modeling, forecasting, and reporting to drive efficient operations and provide insights for executive decision-making.
• Drive initiatives to continuously improve FP&A processes and build analytics for improved insight into business trends.

NWN is the leading AI-powered technology solutions provider for North America’s most innovative public and private organizations. The company is a high-performance, high-integrity team of 1,200+ experts committed to a customer-obsessed culture, earning an 80+ Customer Net Promoter Score and recognized as a 'Best Place to Work'.

• Lead the development and execution of long-range financial models and strategic initiatives.
• Partner with executive leadership to define strategic priorities and drive business transformation.
• Build and lead a high-performing strategic finance team and support M&A activities.

Smartsheet is the enterprise work management platform where more than 120,000 organizations plan, track, automate, and report on work at scale. We are ambitious and innovative, uniting human teams with AI agents to create magic at work.

• Serve as a strategic advisor to the leadership team, translating financial and operational data into clear insights that drive decisions.
• Own the company's financial planning and forecasting framework, including budgeting, forecasting, and long-range planning.
• Lead revenue and business intelligence, providing visibility into pipeline health, renewals, and performance drivers.

Alliance Solutions Group is a leading Sage Intacct partner for the construction industry and a fast-growing professional services organization. They are a remote-first company with a people-first culture, backed by Pine Services Group.

• Lead long-range, annual, and quarterly financial planning cycles in partnership with executive leadership.
• Build and develop a high-performing Strategic Finance team that serves as a trusted thought partner.
• Drive sophisticated financial modeling, forecasting, and strategic analysis to inform resource allocation and business performance.

The company is a high-growth technology business working at the intersection of AI, national security, and financial intelligence to combat financial crime. They have a remote-first, collaborative culture that emphasizes impact, craftsmanship, and continuous learning.

• Lead company-wide budgeting, long-range planning, rolling forecasts, and board-level reporting.
• Serve as strategic financial advisor to executive leadership with scenario modeling and risk assessments.
• Oversee variance reporting, modernize FP&A systems, and mentor a high-performing finance team.

Demandbase is a pipeline AI platform that helps B2B enterprises align and execute account-based go-to-market strategies. Trusted by thousands of businesses, the company is recognized as one of the best places to work in the Bay Area and invests heavily in culture and community.

• Lead and mentor a high-performing FP&A team of approximately 25 finance professionals, driving data-driven insights and continuous improvement.
• Oversee enterprise-wide budgeting, forecasting, and operational planning, building advanced financial models and AI-powered analytics for a SaaS company.
• Partner with executive leadership to translate complex financial data into actionable strategies, providing clear visibility into financial performance for the Board.

Saviynt provides an AI-powered identity platform that manages and governs access to applications, data, and business processes. The company serves Fortune 500 companies and government institutions, fostering a high-growth, remote-first culture focused on innovation and security.

• Own company-wide expense budgeting and forecasting, coordinating FP&A Business Partners' inputs.
• Lead monthly management reporting with variance analysis and executive-ready materials.
• Drive process automation and streamline expense forecasting while administering Planful.

Onebrief builds collaboration and AI-powered workflow software for military planning and operational coordination. Founded in 2019, valued at over $2 billion, we are a distributed team of builders from military, operational, and technology backgrounds.

• Own core FP&A processes including budgeting, forecasting, reporting, and financial modeling with AI-driven automation.
• Design scalable workflows, agents, and systems to make analysis faster and more reliable.
• Partner with Sales, Marketing, Product, and G&A teams to translate financial information into actionable business decisions.

• Lead FP&A processes including budgeting, forecasting, and financial modeling for a growing skincare brand.
• Partner cross-functionally to turn financial insights into informed decisions and strengthen planning rigor.
• Own budget-to-actual reporting, variance analysis, and scenario modeling to support strategic initiatives.

Starface creates expressive and effective acne products that make people feel good about breakouts. The company fosters a culture of fun, care, and curiosity, with a fully remote workforce.

• Lead enterprise headcount and compensation forecasting, including hiring plans, salaries, and benefits.
• Partner with senior leaders to provide insights into revenue drivers, cost structures, and business performance.
• Improve FP&A processes through automation, stronger reporting, and scalable financial systems.

Our partner is a fast-growing healthcare organization focused on improving efficiency, transparency, and the overall healthcare experience. The company values analytical rigor, collaboration, and continuous improvement in a remote environment.

• Lead annual budgeting and quarterly forecasting, collaborating with department heads.
• Develop and maintain complex financial models to forecast performance and evaluate initiatives.
• Prepare and present monthly, quarterly, and annual financial reports to senior leadership.

Sayari is the judgment infrastructure for trustworthy AI in economic security and commercial risk. Headquartered in Washington, D.C., with offices globally, Sayari is a growing company trusted by government agencies and Fortune 500 enterprises, with a collaborative and diverse culture.

• Support the annual budget and quarterly re-forecast, maintaining the financial model and running working sessions with department leaders.
• Own departmental financial alignment, reviewing budget and spend with each leader and serving as finance approver for vendor requests.
• Partner with Accounting on month-end close, produce variance analysis with written commentary, and prepare investor reporting.

Monarch is a powerful, all-in-one personal finance platform designed to simplify finances. Since 2021, they have become the top-recommended personal finance app, led by experienced entrepreneurs and a team that uses AI as a core partner.

• Own financial strategy and planning, leading forecasting, budgeting, and long-range planning.
• Build an FP&A function with scalable models, dashboards, and reporting for business decisions.
• Oversee accounting operations, ensuring GAAP compliance and delivering timely financial statements.

Vetcove modernizes the veterinary software industry with a procurement marketplace, ecommerce, and practice management system. More than 25,000 hospitals rely on Vetcove daily, and it is a fast-growing, mission-driven company backed by Y Combinator and top venture investors.

• Own and build sophisticated driver-based financial models for forecasting, budgeting, and long-range planning.
• Partner with operations and accounting to drive standardization, automation, and repeatable close and forecast cycles.
• Communicate financial analysis to executive leadership and support M&A and capital allocation decisions.

Innodata is a global data engineering company that enables the responsible advancement of artificial intelligence. With a 36+ year legacy, they deliver high-quality data and outstanding outcomes for AI builders and adopters.

• Drive financial planning, forecasting, and reporting to support strategic decisions.
• Leverage AI and automation to streamline FP&A workflows and analysis.
• Partner with cross-functional leaders to translate data into actionable insights.

The company is a fast-paced, highly profitable SaaS organization with a high-performing FP&A team. They foster a culture of collaboration, rigor, and continuous improvement.

• Develop and own detailed financial models and analytical projects to support strategic decision-making.
• Generate dashboard reports monitoring KPIs to track performance and communicate trends to management.
• Develop and execute monthly, quarterly, and annual reports, partnering with accounting on close process.

Rescale is a leader in digital engineering, transforming product development through intelligent automation, AI, and data management. They are a diverse, collaborative, mission-driven team solving complex challenges in aerospace, energy, life sciences, and manufacturing.

• Lead enterprise planning and forecasting, including driver-based annual operating plan and long-range plan.
• Create an integrated performance-management system with KPI scorecards and business reviews.
• Strengthen decision support and financial stewardship through practical frameworks and clear reporting.

Vital Farms is a purpose-driven food company that produces ethically sourced eggs and butter through a Conscious Capitalism approach. The company fosters an inclusive, remote-first culture with a focus on stakeholder value and team collaboration.

• Own the 3-year strategic model, KPIs, and investment priorities as a hands-on leader in strategic finance and analytics.
• Partner with GTM, Product, and Customer Success teams to drive growth, visibility, and performance improvement through influence.
• Bring 10+ years of finance experience, strong Excel modeling, SaaS KPIs, and leadership skills to build scalable finance operations.

Tebra is an all-in-one EHR+ platform built for independent healthcare practices, combining EHR, billing, automation, telehealth, and marketing. More than 42,000 private practices use Tebra to streamline operations, increase revenue, and reduce burnout.