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 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.
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.
Lead end-to-end revenue cycle operations across India and US entities.
Lead P2P team and optimize vendor payment processes.
Build and lead the FinOps team (2-3 direct reports plus outsourced partnerships).
Sprinto is an AI-native GRC platform that helps organizations manage risks, audits, vendor oversight, and continuous monitoring. With a team of over 350 employees serving more than 3,000 customers, Sprinto delivers trust and compliance.
Serve as a strategic finance leader responsible for building and scaling the analytics, reporting, and systems infrastructure.
Lead initiatives spanning data design and normalization, enterprise financial modeling, systems integration, and acquisition integration.
Play a critical role in shaping the company’s top-line financial model, driving organizational visibility, and enabling high-quality insights at scale.
Raptor Technologies, founded in 2002, partners with schools to provide integrated visitor, volunteer, attendance, dismissal, emergency management, and safeguarding software and services. They serve over 60,000 schools in 55 countries with a mission to protect every child, every school, every day.
Support the annual budgeting, re-forecasting, and long-range planning processes.
Collaborate with Technology and G&A teams to forecast, track, and analyze operating expenses.
Prepare Monthly Business Reviews to present financial results, KPIs, and budget variances.
Kobie is a loyalty solutions company that helps brands build lasting emotional connections with their consumers. The company has a collaborative, growth-focused culture and is named a Top Workplace in the USA.
Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances.
Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts.
Develop models to track KPIs, analyze channel and SKU sales performance, enhance product margins, and forecast inventory & demand planning.
Pilot provides small businesses with dedicated finance experts who learn the ins-and-outs of their business. Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.
Develop, lead and oversee the quarterly and annual budgeting process, as well as ongoing forecasting efforts.
Maintain monthly reporting package and develop and maintain financial models to support business planning.
Provide insightful analysis of financial performance, variance analysis, and key performance indicators (KPIs).
Quantum-Si is a company that is guiding the industry through a period of high growth. They focus on allocating resources and achieving strategic goals, and are are an E-Verify and equal opportunity employer.
Oversee administration, integration, and optimization of NetSuite, ZoneBilling, Boomi, and related financial systems.
Collaborate with Finance, Accounting, BI and other stakeholders to align technology initiatives with strategic business goals.
Manage and develop a high-performing financial systems team to deliver proactive, efficient, and high-quality service
Attentive is the AI marketing platform for 1:1 personalization redefining the way brands and people connect. With a distributed global workforce and employee hubs in New York City, San Francisco, London, and Sydney, Attentive’s team has been consistently recognized for its performance and culture.
Create and own Company forecast budget model for revenue, expenses, and cash flow
Oversee day-to-day accounting workflows in partnership with our third-party accounting firm
Conduct financial & variance analyses on business performance, operational trends, and cost drivers to support decision-making and improve efficiency
Spark Advisors is building healthcare tech for the Medicare system, helping seniors navigate complex changes to their plans. They are the fastest-growing Medicare platform in the country, with a talent-dense team from companies like Square and Ramp.