Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own financial planning, forecasting, and performance reporting for an integrated business model. You will partner with business leaders to assess growth, profitability, cash needs, operational risks, and investment decisions. You will prepare analyses and reporting for leadership, the board, and investors, improve planning processes and reporting automation, and support fundraising and M&A activities.
Requirements
- 7+ years of relevant experience in FP&A, strategic finance, corporate finance, investment banking, private equity, or venture capital.
- Bachelor’s degree in finance, accounting, economics, a related field, or equivalent practical experience.
- Financial modeling and analysis skills.
- Advanced Excel or Google Sheets proficiency.
- Understanding of accounting and financial statements.
- Experience partnering with business leaders to evaluate tradeoffs and make decisions.
- Ability to work with incomplete data, build processes, and manage competing deadlines.
Responsibilities
- Own the annual budget, rolling forecasts, and long-range plan.
- Partner with commercial and operations teams to forecast revenue and cash.
- Lead monthly financial reviews and agree on actions with business owners.
- Analyze profitability by customer, contract, and offering.
- Build scenarios for hiring, pricing, spending, and capital investments.
- Prepare financial analyses, KPI dashboards, and commentary for leadership, the board, and investors.
- Partner with Accounting to reconcile actual results and improve planning tools and reporting.
- Support fundraising through financial models, investor materials, data room preparation, and due diligence.
- Support M&A through valuations, acquisition models, diligence, and post-close tracking.
Benefits
- Company equity
- 401(k) matching
- Gender-neutral parental leave
- Medical insurance
- Dental insurance
- Vision insurance
- Mental health support
- Family planning assistance
- Flexible paid time off