Own budgeting, forecasting, and financial planning processes
Build and maintain operating models to guide company decision-making
Analyze performance vs. plan and provide actionable insights to leadership
Support board and investor reporting
Develop and refine pricing models, packaging, and monetization strategy
Partner with Sales on complex deals—supporting pricing, structuring, and negotiation posture
Evaluate deal economics beyond margin (strategic value, expansion potential, risk)
Act as a thought partner on 'go / no-go' decisions for key opportunities
Support RevOps infrastructure in the near term (CRM hygiene, deal tracking, reporting)
Own commission calculations and partner with leadership on comp plan design
Oversee payroll approvals and ensure alignment with financial plans
Help build scalable systems and processes as the GTM org grows
Manage external accounting partners (billing, collections, monthly close)
Review and ensure accuracy of financial statements and reporting
Improve processes around billing, collections, and revenue recognition
Build internal rigor around financial operations and controls

5–8+ years of experience in investment banking, strategic finance, or corporate development, plus startup experience
Experience at a Series A–C technology company (AI experience a strong plus)
Strong financial modeling, analytical, and problem-solving skills
Experience owning FP&A, budgeting, and forecasting in a high-growth environment
Exposure to pricing strategy and deal support in a SaaS or usage-based model
Comfortable operating across both strategic and operational finance
Experience managing external vendors (accounting, billing, etc.)
High ownership mindset with comfort in ambiguity and evolving scope

Strategic Finance

Key skills