1. Cohort Modelling & Growth Analytics: Build and maintain cohort models across customers, suppliers, product lines (jewellery, diamonds, gemstones) and regions
Decompose growth into rate and base effects (new vs. existing, price vs. volume, mix shifts, FX) so we know which lever is doing the work.
Produce the analytics that determine where we lean in, where we cut, and where we wait.
2. GTM Partnership & Commercial Efficiency: Partner with Sales, Account Management, Marketing and RevOps to build the operating cadence: pipeline math, conversion rates, ramp curves, productivity per rep, CAC and LTV by segment.
Identify where the GTM machine is leaking efficiency (channel mix, segment ROI, discounting, comp plan distortions, hand-off points) and work with the team to fix it.
Build the business cases for hiring, territory expansion, TAM/SAM/SOM, pricing changes and new GTM motions, and stay close enough to the team to know if the assumptions are holding.
3. Core Reporting & Cadence: In partnership with / by leveraging the Finance teams AI agents, own the core management reporting pack: recurring KPI read-outs, monthly P&L and KPI commentary, and quarterly business reviews. Make sure they land on time, every time.
Build and maintain the company-wide reporting that goes to the team in our all-hands and async updates, so everyone has a shared view of how we are doing.
Co-own the board reporting cycle with the rest of FP&A: The deck, the data behind it, the commentary, and the running narrative quarter to quarter.
4. Forecasting, Planning & Budget Cycles: Maintain and improve our short-term forecasts (monthly re-forecasts) and the annual operating plan, in partnership with department leads.
Translate operational assumptions into a coherent P&L, balance sheet and cash flow view, and pressure-test how the assumptions hold up against actuals.
Run scenario and sensitivity analysis so leadership understands the path, the downside, and the unlock.
5. Decision Support & Business Cases: Be the finance partner across cross-functional projects (pricing, supplier terms, market expansion, product launches, hiring plans), bringing rigour without slowing the team down.
Build the models that turn a debate into a decision, and stay close enough to the work to know whether the model is reflecting reality.
6. AI-Native Tooling, Data & Process Improvement: Use Anthropic’s Claude platform (Claude Code, Claude Cowork, Claude Design, etc) as your default working environment for analysis, modelling and reporting automation.
Help raise the bar on data quality and consistency across Snowflake, NetSuite and ThoughtSpot, so the same number means the same thing wherever you find it.
Identify opportunities to automate recurring reporting and analysis through AI-native workflows, and contribute to the playbooks the rest of the function uses.