Serve as a financial partner to business units, providing strategic insights.
Lead the annual budgeting and quarterly forecasting processes.
Prepare financial reports, dashboards, and executive-level presentations.
WorkWave provides solutions that directly contribute to the success of its customers. They cultivate an energetic, fun, and inclusive team environment, encouraging innovation and collaboration with a startup feel within a global company.
Take full ownership of our corporate financial model and operational workflows.
Drive forecast cycles and build long-range and annual planning processes.
Serve as the connective tissue between Accounting, Strategic Finance, and senior leadership.
Clipboard is a fast-growing Series C marketplace. They are a leader in the Long Term Care vertical and are expanding into several others, as well as building out a full-time product. They are a YC Top Company with a global, remote team of 1,000+ people.
Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
Develop and maintain financial models and forecasts to predict future financial performance and support business decisions.
Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
Würk provides an all-in-one workforce management solution to employers in highly regulated industries. They have created a dynamic system to manage payroll, HR, timekeeping, and tax compliance, streamlining operations and minimizing regulatory risk.
Manage and enhance the company’s consolidated financial model, maintaining a dynamic, multi-year P&L, cash flow, and balance sheet forecast.
Lead the company’s financial planning and forecasting cadence, including monthly forecasts, quarterly updates, and the annual operating plan.
Prepare high-quality presentations and analyses for the Board of Directors, and other executive audiences.
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 1,500 team members across 15+ countries, they operate in a global, remote-first environment and are building a global community rooted in creativity, collaboration, and impact.
Lead comprehensive financial forecasting, including daily revenue forecasts and long-range planning.
Analyze key financial and operational metrics to identify trends, risks, and opportunities.
Manage and prioritize the FP&A team’s workflow to align with key organizational goals and deadlines.
They empower animal healthcare professionals with opportunities to earn more and achieve greater flexibility in their careers and personal lives via a technology platform. They have over 20,000 veterinary professionals in their network.
Build and maintain complex, integrated financial models, including detailed debt and equity forecasting and cash flow waterfalls.
Lead company-wide budgeting and re-forecasting processes, with a focus on bridging operational performance to financial outcomes and explaining variances across revenue, opex, and financing structures.
Design and implement scalable financial planning tools, dashboards, and automated reporting solutions to support a growing portfolio of operating assets.
Encore Renewable Energy is a leading integrated clean energy services company focused on developing, building, owning and operating sustainable, high return community-scale solar PV systems, large scale energy storage applications and 21st century solutions for the redevelopment of underutilized property. They are a dynamic, high-growth, team-oriented, entrepreneurial company with employees committed to the triple bottom line of people, planet, profit.
Contribute to strategic planning and decision-making by delivering financial insights.
Develop annual budgets, create interim forecasts, and construct financial models.
Compile and present monthly and semi-monthly financial statements to management.
TJS Group, founded in 2015, is an 8(a), Economically Disadvantaged Women-Owned Small Business (EDWOSB) with DSS Top Secret Facility Clearance, providing a wide range of services to federal and commercial clients. They focus on addressing the root causes of their clients’ challenges and delivering results that exceed expectations.
Financial Modeling and Forecasting: build, improve, and own the company's three-statement financial model.
Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.
Key Metric Reporting: monitor and communicate key performance indicators to executives across the company.
Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. We hire people who want that level of responsibility and move fast.
Support the end-to-end corporate financial planning cycle — annual operating plan, quarterly forecasting, monthly close reporting, and variance analysis.
Partner with Engineering and Product leadership on R&D investment decisions.
Support G&A cost management and reporting.
DataDirect Networks (DDN) is a global market leader renowned for powering many of the world's most demanding AI data centers, in industries ranging from life sciences and healthcare to financial services, autonomous cars, Government, academia, research and manufacturing. DDN's cutting-edge data intelligence platform is designed to accelerate AI workloads, enabling organizations to extract maximum value from their data.
Included Health delivers integrated virtual care and navigation and is on a mission to raise the standard of healthcare for everyone. The company breaks down barriers to provide high-quality care for every person in every community.
Own the company-wide annual budget process and rolling monthly and quarterly forecasts
Partner with department heads to build bottoms-up budgets and maintain accountability against plan
Prepare monthly and quarterly financial reporting packages for the CFO/COO, CEO, and the board
Tradeify is a proprietary trading firm and fintech platform empowering traders with capital, cutting-edge tools, and a high-performance ecosystem. With over 60,000 traders globally across futures and crypto, they combine trading technology, education, and community with a fully remote team operating across 16 countries.
Direct the Company’s operating plan and forecasting cycles.
Oversee the global FP&A calendar.
Lead and coordinate complex financial requests from executive leadership.
Hilb Group is a Top 25 middle-market independent insurance broker. They offer expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation.
Lead financial planning, forecasting, and performance management activities.
Own core financial models, budgeting and forecasting processes.
Partner with executive leadership, operations, development, and accounting.
Terreva Renewables is an industry-leading developer, owner, and operator of renewable natural gas (RNG) projects. The company is headquartered in Atlanta, Georgia and is a portfolio company under the management of CIM Group, LLC.
Own revenue forecasting and planning for the GTM organization.
Partner with GTM leadership to drive annual planning and performance analysis.
Influence hiring, territory design, and channel investment decisions.
Recharge is the subscription platform for the world’s fastest-growing and most innovative brands. As Shopify’s premier subscription solution, it is on a mission to build the future of commerce around customer retention.
Partner with Marketing and GTM leaders on annual planning, rolling forecasts, and in-quarter execution.
Monitor spend vs. forecast and provide clear variance analysis and recommendations.
Assist in the development of business cases for new projects and investments, including cost-benefit analysis.
ExtraHop is dedicated to protecting and empowering the connected enterprise by revealing infrastructure happenings. Their mission is fueled by a social and moral responsibility. Their values are rooted in leading with purpose, acting with integrity, finding a way, innovating, and sharing success.
Produce monthly reports, including key metrics, financial results, and variance reporting for internal and external stakeholders
Assist the team in annual budgeting and quarterly forecasting processes, by working directly with internal stakeholders to understand the unique budgetary needs of specific departments and incorporating into the financial plan
Assist the team in the preparation of monthly/quarterly discussion materials for investors, the executive team, and the Board
1Password is building the foundation for a safe and productive digital future focusing on cybersecurity. They have over 180,000 businesses trusting their product and value collaboration, clear communication and they put people first.
Perform monthly financial reporting and variance analysis.
Compile monthly forecasts and annual budgets.
Design and maintain business performance reports & analysis.
IFS is a billion-dollar revenue company with 7000+ employees across all continents. They are focused on AI technology and enterprise software solutions, enabling customers to be their best when it really matters–at the Moment of Service™.
Help drive annual budgeting process and quarterly forecast updates including preparation, review and analysis, assigning department specific budgets and tracking monthly / quarterly / annual budget versus actual results.
Manage company’s ARR reporting, and work with Revenue teams to understand the implications and treatment of ARR within RouteThis.
Develop robust revenue forecasting methodology in partnership with GTM leaders across Sales, Marketing, Customer Success and Product.
RouteThis is a SaaS company headquartered in Kitchener-Waterloo, transforming how ISPs and smart home brands handle support. Their AI-powered platform turns reactive support into proactive resolutions—making WiFi issues faster to solve and easier to prevent. They value ownership, customer first, innovation and one team.
Build, maintain, and optimize SaaS-specific financial models of budgets and forecasts.
Upsun (formerly Platform.sh) is the cloud application platform humans and robots love. Developers, DevOps engineers, and platform teams use Upsun to build, ship, and scale confidently without wrestling with backend infrastructure.
Prepare budget and financial forecasts, collaborate with other departments helping them to forecast performance and resources, aggregate the data from other departments into a financial model.
Consolidate financial data and management accounts on the group level.
Analyze current and past company financial data (e.g. revenues, costs, profitability, geographical performance) and prepare reports about the company’s performance.
Eneba is building an open, safe, and sustainable marketplace for gamers, supporting over 20 million active users. They are a fast-growing company that values trust, safety, and market accessibility.