Responsibilities
- Lead the development of revenue projections, including annual planning cycles, quarterly updates, and monthly performance reporting.
- Develop and deliver strategic narratives for board engagements and investor communications.
- Convert detailed financial metrics into clear, persuasive insights for non-financial audiences.
- Conduct in-depth analysis of gross profit margins and calculate customer acquisition cost and lifetime value by segment.
- Collaborate with Sales and Product teams to refine pricing strategies for software and service offerings.
- Provide financial support and modeling for the introduction of new products.
- Perform comprehensive assessments of total addressable markets, new business opportunities, partnerships, and potential mergers or acquisitions.
- Guide capital allocation decisions to prioritize high-impact initiatives.
- Lead the evolution of the finance technology stack by reducing reliance on manual spreadsheet processes.
- Test and deploy AI-powered forecasting and financial planning tools to streamline variance analysis and rolling projections.
Work Arrangement
Hybrid — San Francisco, New York, Denver
Team
founding finance leader, reports to CFO
Other
- The organization operates with limited hierarchy and flexible titles, though roles encompass a wide range of experience levels.
- The preferred schedule includes four days per week in one of the office locations and one day of remote work.
