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.
Improve reporting, forecasting accuracy, and planning processes.
Support expense management and improve cost visibility across teams.
Build models to evaluate ROI, payback, and investment decisions.
Automatiq is the leading all-in-one software platform in the live event ticketing world, serving resellers of all sizes. They are data-driven and customer-obsessed as they work to solve interesting and complicated challenges in a fast-growing global market.
Own the end-to-end monthly forecasting and reporting process for headcount, equity, and SBC
Serve as the centralized owner of workforce financials, ensuring accuracy, rigor, and alignment with company priorities
Partner cross-functionally with Legal, Finance, Operations, Engineering, and other stakeholders to develop actionable hiring and expense targets
Hims & Hers is a health and wellness platform, aiming to improve people's well-being by offering accessible and personalized healthcare. They are a public company traded on the NYSE, focusing on normalizing health challenges and innovating solutions.
Support rolling forecasts and monthly financial close materials.
Develop and maintain dashboards and reporting tools the broader team can leverage.
Own balance sheet account reconciliations.
Alta Vista, a Pine portfolio company, is looking for a driven and analytically minded Senior Financial Analyst to join their team. They seem to have a lean, entrepreneurial environment.
Develop and maintain dynamic, driver-based financial models.
Partner with executive leadership to translate company strategy into actionable financial plans.
Implement and optimize financial planning tools and reporting automation.
Garner Health is transforming the healthcare economy, delivering high-quality and affordable care for all, fundamentally reimagining how healthcare works in the U.S. They are one of the fastest-growing healthcare technology companies in the country, trusted by the most sophisticated employers and providers in the industry.
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.
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.
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.
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.
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.
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.
Own the operating model, annual plan, quarterly forecasts, and long-range financial outlook.
Build and maintain the headcount plan with functional leaders, tying hiring decisions to business outcomes and ROI.
Provide the analytical backbone for pricing decisions, contract structures, and GTM strategy.
Allium is building the system of record for onchain finance. They ingest, verify, and standardize data across 140+ blockchains and 30+ petabytes of history, serving finance, accounting, risk, engineering, product, strategy, research, and executive teams.
Own the company’s integrated financial model, annual operating plan, and multi-year forecast.
Establish a disciplined capital allocation framework tied to long-term value creation.
Build scalable dashboards, reporting systems, and analytical tools that improve visibility into business performance
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ experts in energy, tax, finance, government, and technology, reflects a culture of high growth and ownership.
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™.
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.
Serve as a strategic right hand to the CFO and a core business and strategic partner to the Executive Leadership Team.
Own enterprise planning, long range forecasting, performance management, capital allocation and financial rigor across the organization.
Elevate executive storytelling, strengthen accountability, and ensure we operate with the discipline required for long term scale and IPO readiness.
1Password is building the foundation for a safe, productive digital future. They innovated the market-leading enterprise password manager and pioneered Extended Access Management, a new cybersecurity category built for the way people and AI agents work today. Over 180,000 businesses trust 1Password to help their teams securely adopt the SaaS and AI tools they need to do their best work.
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.
Maintain and improve Cartwheel's core financial model.
Lead the annual budgeting cycle.
Build forward-looking forecasts to support runway planning and board communication.
Cartwheel builds a new kind of mental health program for kids that puts schools at the center. They are backed by top investors including A Street Ventures, Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and they're looking for mission-driven teammates to join their team.
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.
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