· Own and continuously improve the annual budgeting process and rolling forecasts across departments.
· Partner with department leaders to build, monitor, and refine budgets, spending plans, and headcount plans.
· Develop ad hoc financial and operational analyses that support strategic and day-to-day business decisions.
· Serve as a trusted thought partner to the CFO and executive team, providing analysis and recommendations that inform key decisions.
· Prepare board materials, investor reporting packages, and executive-level presentations.
· Design, build, and maintain KPI dashboards and reporting tools that give leadership real-time visibility into business and financial performance.
· Track and analyze core SaaS metrics (e.g., ARR, MRR, churn, CAC, LTV, gross margin, rule of 40) and translate them into clear, actionable insights.
· Work cross-functionally with Sales, Marketing, Customer Success, Product, and Tech to keep the numbers and the strategy in sync.
· Lead the introduction and adoption of AI and automation to eliminate repetitive manual work and enable faster, real-time reporting and insight generation.
· Support financial modeling for new initiatives, pricing decisions, and investment/business-case evaluations.
· Continuously evaluate existing processes with a bias toward improvement — proactively questioning the status quo and recommending better ways of working.
· Ensure the accuracy, integrity, and timeliness of financial data, models, and analyses.
· Take on additional projects and responsibilities as the finance function scales.