Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances
Own communication with clients regularly to provide our recommendations and manage expectations
Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts
Pilot offers finance experts to small businesses, integrating with their existing systems and providing bookkeeping and financial management services. They have over 3,000 customers and have raised over $170 million in financing with a recent valuation of $1.2 billion.
Own financial planning and forecasting for Sales and Marketing, including the Annual Operating Plan, monthly forecasts, and long-range models.
Design, model, and administer sales compensation and commission plans in close partnership with Sales leadership and Revenue Operations.
Analyze sales efficiency and unit economics, including CAC, LTV, pipeline conversion, productivity, quota attainment, and ROI by channel.
Transcarent and Accolade have come together to create the One Place for Health and Care, the leading personalized health and care experience that delivers unmatched choice, quality, and outcomes. Together, more than 20 million people have access to the combined company’s offerings.
Develop annual budgets, monthly forecasts, and long-range financial plans.
Analyze differences between actual results and budgets/forecasts, explaining key drivers and trends.
Build and maintain dashboards and recurring reports that provide visibility into company performance for leadership and functional teams.
Rentable is a profitable, growth-stage company building martech and data products for the rentals industry. They are a fully remote team of 100+ spread across the U.S. with a strict no a**holes policy and a community of high performers who take their work seriously.
Own the implementation of new process flows, rule changes, and logic updates within the third-party decision engine.
Execute testing for new decisioning parameters and A/B tests to ensure accuracy before full deployment.
Collaborate with business stakeholders to document requirements for process improvements.
Forward Financing is a financial technology company based in Boston, Massachusetts. They unlock capital that fuels small businesses across America and have been recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work.
Take ownership of core finance and accounting processes and functions.
Develop new systems and improve existing processes.
Collaborate closely with Operations, Sales, Underwriting, and Strategic Partnerships.
Pathpoint is the first fully digital wholesale broker that delivers a simple, fast, and efficient way for retail insurance agents to submit, quote, bind, and manage small Commercial Property and Casualty E&S products for insureds. Pathpoint values teamwork, moving forward and believes insurance industry hasn’t kept up with changing times.
Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company.
Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio.
Monitor performance metrics continuously to detect anomalies in portfolio health and socialize these findings across the organization.
Forward Financing is a financial technology company based in Boston, Massachusetts, committed to unlocking capital for small businesses across America. Recognized as a Best Place to Work, they invest in employees, technology, and customer experience for long-term success.
Support FP&A activities and improve finance processes.
Netomi is the leading agentic AI platform for enterprise customer experience. They work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey.
Support expense planning and forecasting by partnering with the finance team to build financial models and conduct variance analysis.
Manage workforce and vendor spend analysis including headcount tracking and resource allocation.
Drive monthly financial operations and reporting by gathering actuals and preparing accruals.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators. They have helped customers maximize revenue, streamline operations, and maintain compliance through cloud-based software. Model N is trusted by over 150 of the world’s leading companies across more than 120 countries.
Develop and implement revenue strategies for the hotel.
Monitor competitor pricing and market trends to adjust strategies.
Conduct regular performance reviews and optimize pricing and inventory.
Accor is a hotel network that brings together more than 45 brands, 5,500 hotels, 10,000 restaurants and lifestyle destinations. Accor believes in its employees and provides many opportunities for development and advancement, while embodying responsible hospitality.
Partner with commercial leaders to influence deal strategy, conducting ad hoc pricing analyses.
Leverage data to identify trends in member behavior and improve efficiency and retention.
Drive revenue forecasting and lead monthly financial reviews, including budget vs. actual reporting.
Omada Health is a healthcare provider focusing on lifestyle and behavior change for individuals managing chronic conditions, offering a multi-condition platform. They have over a decade of experience and promote a diverse and inclusive culture, recognized as a Great Place to Work.