Supports quarterly forecasting and annual planning processes for the Finance organization, including credit card fees and charge-offs.
Develops ad hoc financial forecasts and models to assist leadership in decision-making and effectively communicates trends.
Partners with stakeholders to incorporate key trends into forecasts, identifies opportunities to close gaps to expense targets, and drives incremental savings.
Support division sales and service leadership on all financial matters.
Facilitate the annual budgeting process and support periodic forecasting efforts for the division.
Track and analyze book of business metrics to support strategic planning.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates.
Coordinate and manage all aspects of budgeting, planning, and financial reporting.
Partner with managers to review financial results and translate data into business insights.
Prepare monthly, quarterly, and year-end financial statements and support ad-hoc analysis.
Hyland is the pioneer of the Content Innovation Cloud, delivering enterprise intelligence to organizations. With nearly 4,000 employees, the company is trusted by thousands of organizations worldwide, including many of the Fortune 100.
Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board.
Build and maintain financial models to support financial planning and reporting and provide insights to leadership.
Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making.
The Zebra provides online tools and licensed agents to simplify car and home insurance shopping. With over 74 million quotes compared since 2012, they employ a diverse team of tech and insurance veterans and were named an Austin Business Journal's 2026 Best Place to Work.
Lead cost proposal development and financial support, ensuring compliance and optimizing profitability.
Monitor project budgets, analyze forecasts, and recommend corrective actions for financial alignment.
Collaborate cross-functionally with program managers, procurement, and HR to optimize resource allocation.
Concurrent Technologies Corporation specializes in transforming cutting-edge technologies into real-world solutions for complex challenges. It is a company that values innovation and collaboration, with a focus on mission-critical projects.
Develop dashboards and custom reports that give senior leadership and program managers a clear view of performance.
Partner with FP&A, operations, and IT to translate business questions into clean data structures and scalable model design.
Build and maintain financial models in Workday Adaptive Planning for forecasting, budgeting, and scenario analysis.
LMI accelerates government impact with innovation and speed by investing in technology and prototypes ahead of need, bringing commercial-grade platforms and mission-ready AI to federal agencies. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value.
Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense.
Prepare monthly and quarterly financial packages for internal leadership and external stakeholders, including board and PE sponsor.
Serve as a finance partner to multiple functional areas, translating financial data into actionable insights for operational leaders.
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100 million+ in annual revenue, and has received multiple Best in KLAS awards.
Support preparation and maintenance of EverWell operating forecast models and annual budgets.
Support monthly reporting, variance analysis and financial performance insights.
Help improve forecasting, reporting and modelling processes over time.
EverCommerce is digitally transforming the service economy with tailored, end-to-end SaaS solutions, serving over 725,000+ customers. As a leading service commerce platform, their applications create predictable experiences between customers and their service professionals.
Lead large-scale analytics initiatives across Finance Operations, enabling automated insights and improved decision-making.
Design scalable datasets, analytical models, and dashboards for forecasting, performance tracking, and risk management.
Present data-driven insights to senior leadership and influence cross-functional teams to drive measurable business outcomes.
Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers and internal IT organizations worldwide. Backed by Insight Partners, Kaseya has experienced sustained double-digit growth, supports customers in 20+ countries, manages 15M+ endpoints, and promotes a culture centered around innovation, accountability, and results.
Oversees the monthly, quarterly, and annual financial reporting responsibilities.
Participates in month end close support and prepares budget/forecast variance analysis.
Analyzes financial data to explain variance drivers, identify trends, and call attention to opportunities to improve performance.
US Anesthesia Partners is the highest-quality single-specialty anesthesia practice in the United States. They have over 6,000 employees across 10 states and their clinical and non-clinical staff support each other as they work toward a common vision.
Building and maintaining financial models to drive actionable insights for leadership decisions.
Analyzing past and current financial data to develop accurate forecasts and report on key metrics.
Identifying and implementing AI-driven tools and workflows to streamline FP&A processes.
Ashley Digital is the e-commerce engine behind Ashley Furniture Industries, a major home brand. They are a fast-moving, collaborative team focused on shaping how people discover and buy home furnishings.
Own the FP&A function, building board-ready models and driving forecasts to fuel growth.
Manage cross-functional budgeting, headcount planning, and financial reporting with clear insights.
Enhance financial planning tools like Workday Adaptive Planning and implement scalable processes.
Kin is an insurtech that uses data and technology to make homeowners insurance simpler, more affordable, and fairer, especially in areas with climate risks. Founded in 2016, it is a remote-first employer with over 300 employees across 35+ states, recognized as a Great Place to Work and featured on Forbes' Fintech 50.
Partner with operational leadership and Program Managers to manage financial performance across Veilant’s operational program portfolio.
Support program budgeting, forecasting, and financial planning efforts across active contracts and customer programs.
Develop and maintain program financial dashboards, reports, and analysis to support leadership decision making.
Veilant helps government and enterprise organizations understand and manage commercial data risks, shape their digital signatures, and operate with confidence in an increasingly complex information landscape. At Veilant, you’ll work with talented experts, building tools and systems that make a real difference.
Own pieces of long-range planning, the Annual Operating Plan, and reforecasting.
Build and maintain driver-based forecasting models tied directly to business drivers.
Drive performance reviews with business leaders. This is the feedback loop where FP&A shifts from reporting to coaching: review progress, surface issues, adapt plans, and make sure leaders feel supported and resourced to execute.
Mitek is a global leader in digital & biometric identity authentication, fraud prevention, and mobile deposit solutions. They have over 7,500 organizations using their products, with operations in the United Kingdom, Spain, France, Mexico, and the Netherlands.
Lead the evolution to forward-looking performance management.
Establish advanced analytics, AI-enabled insights, and OKR-driven performance frameworks.
Partner with the Financial Services and Data (FSD) leadership team.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We invest in people and new advanced technologies to unlock the power of data and have an amazing team of 25,200 people in 32 countries.
Understand customers' business challenges and demonstrate how Unit4 solutions solve them.
Build trust as a trusted advisor, leading customers and colleagues through the sales process.
Support the UKI region and global team on FP&A solution consulting from RFPs to demo delivery.
Unit4 is a cloud company redefining Enterprise Resource Planning (ERP) for mid-market people-centric organizations. With over 40 years of heritage, they are an agile, fast-growing company that empowers employees with autonomy and flexibility.
Drive growth by assisting sales with demos and strategic trials of financial data solutions, including running trial training calls.
Maintain customer health by working with account management to provide advanced training, customizations, and build custom templates.
Act as a subject matter expert and product liaison, creating enablement materials and relaying customer feedback across teams.
AlphaSense provides AI-driven market intelligence and search, helping professionals make informed decisions with content including equity research, company filings, and expert calls. Founded in 2011, the company is headquartered in New York City with over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.