Financial planning and modeling
• Build and maintain financial models covering revenue, expenses, headcount, cash flow, and runway
• Develop forecasts and scenario analyses to support company planning and strategic decisions
• Analyze business performance and explain key trends, risks, and opportunities
• Evaluate investments, hiring plans, pricing decisions, partnerships, and other strategic initiatives
• Prepare financial materials for leadership, board meetings, and investors
• Own or support the annual budgeting and ongoing forecasting processes
• Partner with team leaders to establish budgets and monitor performance
• Produce monthly budget-versus-actual reporting and investigate significant variances
• Build dashboards and reporting that give leaders a clear view of financial and operating performance
• Improve the quality, consistency, and accessibility of company financial data
Vendor and spend management
• Manage vendor onboarding, renewals, purchasing workflows, and contract records
• Help evaluate vendors, negotiate commercial terms, and identify savings opportunities
• Maintain visibility into software subscriptions and other recurring commitments
• Partner with budget owners to ensure purchases are appropriate, approved, and within budget
• Develop scalable policies and processes for procurement and expense management
Invoicing and finance operations
• Coordinate accounts payable and accounts receivable workflows
• Review invoices for accuracy, proper approval, and correct coding
• Track payment status and resolve discrepancies with vendors and internal stakeholders
• Support customer invoicing and collections as needed
• Maintain organized financial records and assist with month-end close
• Coordinate with external accounting, tax, payroll, and other finance partners
Building the finance function
• Identify manual or inefficient processes and develop better systems
• Document financial policies, controls, and operating procedures
• Help select and implement finance tools as the company grows
• Take ownership of new financial and operational priorities as they arise