Responsibilities
- Lead forecasting, budgeting, and long-term financial modeling to deliver real-time insights into SaaS and transaction-based revenue performance and critical business indicators.
- Manage financial due diligence and valuation processes for mergers and acquisitions.
- Develop and maintain comparative analysis frameworks to assess potential acquisition targets.
- Spearhead the assessment, selection, and deployment of advanced FP&A technologies.
- Integrate artificial intelligence and automation into financial planning, forecasting, and closing processes to reduce manual work and accelerate decision-making.
- Supervise the monthly financial close with a focus on accuracy and efficiency.
- Establish benchmarks for precision, faster cycle times, and rigorous financial processes across the finance team.
- Create strategic, high-impact presentations for the Board of Directors.
- Transform complex financial data into clear, persuasive narratives tailored for executive and Board-level audiences.
- Collaborate daily with Revenue Operations, Deal Desk, and senior leadership to ensure company-wide financial alignment.
Work Arrangement
Hybrid — Bay Area, California (San Mateo)
