Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.
Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.
Develop and maintain effective planning and analysis to provide senior management with analytical tools and measure performance.
Partner with cross-functional teams and international managers to align business goals with company goals.
Lead the global annual budgeting process, financial planning, and monthly re-forecasting.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security, securing both AI agents and humans.
Lead the company's annual budgeting, long-range strategic planning, and rolling forecasting processes.
Develop and maintain robust financial models to evaluate business performance, M&A opportunities, and product-level reporting.
Partner with department heads to manage operating expenses, identify cost-saving opportunities, and support strategic initiatives.
UltraViolet Cyber is a platform-enabled unified security operations company offering comprehensive security solutions for Fortune 500, Federal Government, and Commercial clients. Founded by security practitioners with decades of experience, the company operates globally with offices in McLean, Virginia, and India.
Own key components of the financial planning cycle, including annual budgeting, quarterly forecasting, and long-term planning processes.
Build, maintain, and improve financial models covering revenue, operating expenses, headcount, and full P&L performance.
Partner with cross-functional leaders across Sales, Marketing, Customer Success, Product, and Operations to support strategic initiatives.
Our partner is a high-growth company looking for a Senior Financial Analyst to support business growth and data-driven decision-making. They offer a collaborative environment with strong professional development support and exposure to strategic initiatives.
Own the annual budgeting and forecasting cycles, working closely with functional leaders.
Manage bottoms-up planning across departments and provide managers with frequent feedback.
Build dashboards and monthly reporting packages for leadership and investors.
Reveal Technology is a startup that provides software tools and intelligence for field operations in remote, extreme environments, focusing on defense and security. The company is scaling its team and emphasizes a mission-driven culture serving modern warfare and national security needs.
Analyze client segmentation and revenue data to identify trends and inform growth strategy.
Build and maintain models to track operational and capacity metrics and support workforce planning.
Develop and present analyses and recommendations to senior leadership.
Mercer Advisors is a family office firm that integrates financial planning, investment management, tax, estate, and insurance services. With over 42,800 families across 110+ cities, it is ranked #1 RIA firm by Barron's and has a diverse workforce with over half women employees.
Lead financial strategy, planning, and operational improvements while supporting executive decision-making.
Partner with senior leadership to define, monitor, and improve key performance indicators across the organization.
Build and maintain financial forecasting tools, operating models, and reporting frameworks to improve business predictability.
The company is a fast-scaling technology company that leverages AI-powered matching to streamline hiring processes. It offers a remote-first environment with a collaborative culture focused on innovation, customer impact, and continuous improvement.
Conduct financial modeling, forecasting, and variance analysis to evaluate business performance.
Support strategic planning initiatives and collaborate with cross-functional teams to align financial objectives.
Prepare financial reports, dashboards, and presentations for leadership and stakeholders.
The partner company specializes in financial strategy and analysis, supporting business growth through data-driven insights. It operates a remote-first, collaborative culture with a focus on innovation and teamwork.
Build and maintain consolidated operating models across all entities and revenue streams.
Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts with variance analysis.
Develop unit economics and margin analysis by revenue stream and produce board reporting narratives.
Reachdesk is the first end-to-end SaaS global gifting and swag platform, helping B2B companies build meaningful connections through personalized gifts and branded swag. Trusted by top technology and SaaS companies, it has a world-class team with hubs in New York, London, and Lisbon.
Build and maintain financial models (budgeting, forecasting, scenario planning)
Analyze company performance against targets; flag trends, risks, and opportunities
Prepare materials for quarterly board meetings, including financial performance and KPI summaries
Panoptyc uses visual AI and manual reviewers to help retailers detect theft in over 15,000 markets across the United States. As a fully remote, rapidly growing team, we are reshaping the future of retail security.
Serve as a strategic finance partner to commercial leaders, driving growth, revenue, and investment decisions across cash-pay and insurance-covered areas.
Own and improve planning, forecasting, and driver-based financial models for key business metrics including revenue, acquisition, retention, and unit economics.
Analyze performance, develop business cases, and prepare executive-ready materials to support strategic decision-making.
BetterHelp is the world's largest online therapy service, providing affordable and convenient therapy globally. Founded in 2013, the company has a network of over 30,000 licensed therapists and is committed to employee well-being and professional development.
Act as trusted financial advisor to VP and C-level leaders, guiding resource allocation and investment decisions.
Lead monthly forecast reviews and deliver actionable insights to drive strategic decisions.
Build advanced financial models with scenario and sensitivity analysis to support key business decisions.
BetterUp is a personal and professional growth platform that provides coaching and development to individuals and organizations. It is a mission-driven company with a hybrid culture, multiple office hubs in the US and Europe, and a focus on creating fulfilling work experiences.
Build financial models for forecasting, unit economics, and long-range planning.
Write SQL queries to extract and analyze operational data.
Partner with cross-functional teams to drive strategic decisions.
Tia is building a new model for women’s healthcare, integrating primary care, gynecology, mental health, dermatology, and wellness across in-person and virtual settings. They are a Series D, venture-backed company trusted by over 120,000 women, with a culture focused on excellence and continuous improvement.
Own forecasting and planning activities by building financial models that deliver accurate forecasts.
Analyze financial performance and identify key drivers by reviewing variances against budget.
Partner with business stakeholders by providing financial guidance and influencing outcomes.
Alkami is a digital sales and service platform provider for U.S. banks and credit unions. Founded in 2009, the company has a strong culture recognized as a Best Place to Work in Fintech with a remote-first environment.
Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Serve as the day-to-day owner of the analytical and reporting engine behind investor communications.
Produce the analysis and materials that inform Board and executive-level decision-making.
Partner with the Director to develop revenue and margin models at the customer level.
HealthEdge provides software solutions for healthcare payers. The company fosters a builder's culture with real ownership and limited inherited infrastructure.
Lead strategic finance across a portfolio of software businesses, including forecasting, financial planning, and KPI reporting.
Develop advanced operating models for scenario planning, unit economics, and capital allocation.
Partner with executive leadership to drive M&A, due diligence, and post-acquisition value creation.
The company is a portfolio of software businesses focused on strategic growth and operational excellence. It operates in a high-autonomy, entrepreneurial environment with a small, collaborative team.
Support annual budget and lead periodic forecast and long-range planning cycles.
Serve as key FP&A business partner to function heads, managing departmental budgets.
Own Adaptive Planning administration and enhancement, including model maintenance and dashboards.
Mineralys Therapeutics is a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities. It is a publicly traded company with a fully remote team.
Lead consolidation and management reporting for Board, Audit Committee, and executive presentations.
Drive revenue forecasting and variance analysis, partnering with business stakeholders to refine models.
Administer Adaptive Planning and drive automation across financial systems and processes.
Amwell is a healthcare technology company that provides a platform for digital care, spanning urgent, acute, specialty care, behavioral health, and chronic conditions. With nearly two decades of experience, they serve some of the largest healthcare organizations in the U.S. and worldwide, fostering a culture of innovation and collaboration.
Lead enterprise-wide financial planning, forecasting, budgeting, and performance management across a growing multi-brand portfolio.
Serve as a strategic advisor to the CFO, CEO, and Board, transforming data into actionable insights.
Develop scalable reporting infrastructure and analytics to drive growth, profitability, and value creation.
Guild Garage Group is a residential garage door service platform partnering with premier local brands across the US. They are rapidly scaling through acquisitions and committed to operational excellence.