Responsibilities
- Own the integrated three-statement model, including P&L, balance sheet, and cash flow.
- Consolidate forecasts across revenue, expenses, working capital, inventory, capex, and depreciation.
- Maintain the master financial model, planning templates, version control, and model governance.
- Prepare monthly and quarterly reporting, variance analysis, and forecast bridges.
- Own cash flow and runway forecasting, including hardware purchase timing.
- Drive process discipline across AOP and quarterly reforecast cycles, including calendar management, submission standards, and executive-ready outputs.
- Partner with Ops and Supply Chain on inventory, deployment, and hardware assumptions.
- Partner with Operational FP&A to ensure business inputs flow accurately into the consolidated forecast.
- Support board and investor financial materials.
- Provide financing support, including modeling the financial impact of alternative debt structures.
- Own the monthly reporting package, including consolidated results, KPI summaries, and management commentary.
- Analyze consolidated results across revenue, expense, working capital, inventory, and capex to identify risks, opportunities, and forecast implications.
- Partner with business leaders and Accounting to validate forecast assumptions and explain the drivers behind variances.
- Support monthly close and reporting cycles by reconciling actuals, accruals, and balance sheet activity with Accounting.
- Build and maintain recurring reports, dashboards, and templates that improve forecast visibility, accuracy, and model governance.
- Track key financial KPIs related to cash, runway, margin, working capital, and SaaS performance.
- Conduct ad hoc financial analysis to support business decisions, capital allocation, financing scenarios, and special projects.
- Prepare board and investor reporting materials, including financial packages and supporting analysis.
- Improve reporting processes through better data validation, automation, and scalable planning tools.
- Prepare clear, executive-ready summaries for management reviews, board discussions, and planning cycles.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field
- 4+ years of FP&A, strategic finance, corporate finance, or business finance experience, preferably in SaaS, technology, or a high-growth environment
- Hands-on experience building and maintaining integrated three-statement models, consolidated forecasts, and cash flow / runway analyses
- Strong proficiency in Microsoft Excel, including advanced functions, pivot tables, and data visualization techniques
- Experience preparing board- and investor-ready financial materials, with strong model governance and version-control discipline
- Experience with NetSuite or similar accounting systems
- Deep understanding of financial statements, accounting principles, consolidation, working capital and inventory dynamics, and SaaS metrics
- Ability to translate complex financial data into meaningful insights, actionable strategies, and executive ready commentary
- Strong communication and presentation skills, with the ability to engage both technical and non-technical stakeholders
- High attention to detail, strong problem-solving skills, and ability to manage multiple projects
- Resilient & Fearless: You embrace challenges head-on, move with urgency, and celebrate wins while supporting those around you
- Strategic & Analytical: You have a data-driven mindset and use insights to drive better decisions
- Collaborative & Transparent: You thrive in a team environment, communicate openly, and value diverse perspectives to drive the best outcomes
Nice to Have
- MBA or master's degree is a plus
- Experience with data visualization tools (Tableau, Power BI, or similar) is a plus
Benefits
- Competitive compensation package including share options
- Flexible work schedule
- Full benefits and 401K
- Opportunity to make a real impact every day
- Opportunity to work with an exciting and growing team
- Unlimited PTO
