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.
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.
Drive financial planning processes, ensuring resource allocation stays within budget.
Support the company-wide operating model, linking inputs to growth and profitability.
Perform financial analysis on results and KPIs, identifying underlying trends.
Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding and a diverse, national network of over 60,000 mental healthcare providers across all 50 states.
Maintain financial models, forecasts, and budgets.
Analyze financial performance and variances, providing actionable insights to support strategic planning.
Support the budgeting process, including the preparation of detailed, bottoms-up annual budgets and monthly forecasts.
Little Spoon is committed to providing modern parents with high-quality products and experiences. Being the #1 DTC baby and kids food brand in the US, it has delivered more than 60 million meals since 2017.
Analyze financial and operational performance, identify trends and risks.
Prepare and present monthly, quarterly, and annual financial reports.
Midi Health is dedicated to providing a virtual women’s healthcare platform. They are committed to providing high-quality healthcare and fostering a culture of innovation and inclusivity.
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.
Partner with senior business leaders to support strategic decision-making.
Lead the Commercial Lines division quarterly forecasting and planning process.
Lead management and Board of Directors (BOD) reporting.
CSAA Insurance Group (CSAA IG), a AAA insurer, is a leading personal lines property and casualty insurance group in the United States. With over 3,800 employees, they foster a collaborative and inclusive culture where employees' strengths can grow and ideas can drive real impact.
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.
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.
Own company-wide FP&A including budgeting, forecasting, and multi-year planning
Partner with the CEO on strategy, scenario modeling, and capital allocation
Lead Revenue Operations including forecasting, territory planning, and GTM analytics
TurnKey Lender is a global SaaS platform that enables financial institutions and lenders to automate and scale their lending operations through AI-driven decisioning, workflow automation, and advanced analytics. As they continue to grow globally, they are building a modern go-to-market engine to support scalable pipeline generation, product adoption, and market expansion.