Key Responsibilities

Financial Planning & Forecasting:

• Own and maintain the consolidated financial model (P&L, balance sheet, cash flow) to support planning and executive decision-making.
• Build and improve forecasting models across revenue, COGS, and OpEx, including assumptions, drivers, and scenarios.
• Support the annual operating plan process and monthly/quarterly forecasting cycles, including variance commentary and leadership-ready outputs.
• Translate operational inputs (headcount, usage, pipeline, product timelines) into model updates.
• Help scale Finance’s planning infrastructure, including Pigment implementation, AI-driven process improvements, and data validation.

Business Partnering:

• Partner with Sales and RevOps on pipeline/bookings analysis and deal-sizing models.
• Work with Product and Engineering to quantify the financial impact of roadmap and tooling investments.
• Act as a responsive Finance partner for cross-functional ad hoc analysis.

Reporting & Executive Deliverables:

• Own data pulls, slides, and workstreams for leadership calls, board packages, and investor materials.
• Maintain accuracy and consistency across recurring deliverables.
• Use AI tools to speed up and improve financial analysis.

Qualifications

• 2+ years in investment banking, strategy consulting, or corporate finance
• Hands-on experience with Pigment required
• Experience building/maintaining integrated 3-statement models
• Strong Excel modeling skills
• Excellent communication skills, with experience preparing executive-facing materials
• Comfortable managing multiple workstreams with limited direction
• Interest in AI tools for financial workflows (Claude experience a plus)
• Bachelor’s degree in Finance, Accounting, Economics, or related field