Financial Planning & Forecasting
- Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense.
- Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast.
- Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations.
Reporting & Analytics
- Prepare monthly and quarterly financial packages for internal leadership and external stakeholders.
- Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn.
- Calculate and maintain customer-level ARR tracking; serve as the Finance owner of ARR data integrity across systems.
- Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast.
- Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy.
Business Partnering
- Serve as a finance partner to multiple functional areas.
- Translate financial data into actionable insights for operational leaders with varying levels of finance literacy.
- Support department heads through headcount planning, quota and commission modeling, and budget management.
Strategic & Ad Hoc Analysis
- Build scenario and sensitivity models to support strategic decisions, including pricing, go-to-market investments, and M&A diligence.
- Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries.
- Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis.