Analyze financial and operational performance, identify trends and risks.
Prepare and present monthly, quarterly, and annual financial reports.
Midi Health is dedicated to providing a virtual women’s healthcare platform. They are committed to providing high-quality healthcare and fostering a culture of innovation and inclusivity.
Own and drive the key components of the Annual Operating Plan (AOP) and rolling forecasts.
Lead the financial narrative for executive leadership, including preparation of materials and insights.
Lead, mentor, and develop a team of analysts and improve financial processes and models.
Trace3 provides technology solutions and consulting services to its clients. They empower IT executives and their organizations to achieve competitive advantage. The company has over 1,200 employees and has a startup culture with the advantage of a scalable business.
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.
Develop and maintain financial models and KPI reporting, sharing insights about risks and opportunities.
Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
LifeLabs Learning provides science-backed training for managers and teams, focusing on skills such as coaching, feedback, and inclusion. As a diverse team of experts, they help organizations build these skills into their culture and systems.
Enhance and maintain reports, models, and data integrations within Adaptive Planning.
Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.
Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.
Assist in month-end process and analysis of base-level data.
Prepare and present financial reports to senior management.
Conduct in-depth financial analysis, including monthly forecasting, budgeting, and variance analysis.
Forbes Advisor's mission is to help readers turn their aspirations into reality by providing trusted advice and guidance for informed decisions. It is an experienced team with decades of experience across content, SEO, business intelligence, finance, and more.
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.
They are a fast-growing, remote-first SaaS company building modern solutions for marketing and customer engagement teams. This role is ideal for a hands-on Senior Financial Analyst who can own core FP&A processes while partnering closely with leadership.
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.
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. They hire people who want that level of responsibility and move fast.
Partner with senior business leaders to support strategic decision-making.
Lead the Commercial Lines division quarterly forecasting and planning process.
Lead management and Board of Directors (BOD) reporting.
CSAA Insurance Group (CSAA IG), a AAA insurer, is a leading personal lines property and casualty insurance group in the United States. With over 3,800 employees, they foster a collaborative and inclusive culture where employees' strengths can grow and ideas can drive real impact.
Serve as a strategic thought partner, translating data into actionable insights.
Lead financial planning and modeling efforts, managing the budget.
Proactively identify risks and opportunities to optimize investments.
NerdWallet aims to bring clarity to all of life’s financial decisions. They've built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself. They invest in your well-being, development, and ability to make an impact.
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™.
Lead and evolve the FP&A function in alignment with organizational priorities.
Partner closely with the CFO and executive team to deliver strategic financial insights.
Oversee budgeting, forecasting, and scenario planning processes.
MRO is a company that focuses on offering services related to information. They are dedicated to strengthening their FP&A organization and elevating capabilities to support company-wide decision-making.
Strengthen the connection between Accounting and cross‑functional business partners.
Own routine monthly reporting and executive‑ready presentations.
Support ad hoc analysis that drives decision‑making across the business.
Wellbeam Consumer Health is creating the leading ecommerce-focused consumer wellness business, delivering value-added products that help people thrive. They are focused on dramatically accelerating existing brands as well as adding select, new digitally-native consumer wellness brands and is backed by American Pacific Group.
Provides counsel in areas of controls/risk management and pricing.
Translates business strategy into financial targets and tactical plans.
Executes financial process improvements and recommends automation.
Altera provides leadership programmable solutions that are easy-to-use and deploy in applications from cloud to edge, offering limitless AI possibilities. They provide flexibility to accelerate innovation through FPGAs, CPLDs, Intellectual Property, development tools, System on Modules, SmartNICs and IPUs.
Drive financial planning processes, ensuring resource allocation stays within budget.
Support the company-wide operating model, linking inputs to growth and profitability.
Perform financial analysis on results and KPIs, identifying underlying trends.
Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding and a diverse, national network of over 60,000 mental healthcare providers across all 50 states.
Lead a regional team of Financial Analysts and Billing specialists to manage budgeting, forecasting, invoicing, and financial reporting.
Drive the development of annual budgets, oversee accurate invoice processing, and ensure strong financial governance through auditing and error prevention.
Analyze complex financial and operational data to support strategic decision-making and identify opportunities for continuous process improvement.
Securitas Security Services is a security company providing guarding services to clients. They are a dynamic and dedicated team that provides management and support for a $600M+ budget for a global guarding services account across 30+ countries.
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.
Own key components of the annual operating plan and long-range financial model.
Lead cash flow forecasting, including cash models and runway analysis.
Partner with Sales, Supply Chain, Marketing, and R&D leaders to manage budgets and evaluate financial performance.
Sound Agriculture is revolutionizing the way the world grows food with innovative technology and solutions, empowering farmers to maximize nutrient efficiency and reduce environmental impact. As a Series D startup, they're funded by leading investors and dedicated to transforming agriculture with a team-oriented culture.
Lead end-to-end planning, forecasting, and rolling forecast processes across the company.
Build centralized BI capabilities supporting executive dashboards, operational metrics, and board-level reporting.
Lead and develop the FP&A team and support analytics partners across functional teams.
Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. Well over 100,000 providers trust Tebra to elevate their patient experience and help them grow their practice.