• Partner with the CFO to lead the company’s financial planning, analysis, and budgeting processes • Oversee corporate forecasting, reporting, and strategic modeling across all departments, including top-line and expense planning • Deliver clear and actionable financial insights to support executive decision-making • Lead and develop a high-performing finance team, including FP&A, revenue operations, and financial systems • Serve as a trusted advisor to the CEO, CFO, and executive team, providing strategic input on financial and business initiatives • Collaborate closely with Sales, Marketing, Product, and Customer Success to align financial goals and performance metrics • Drive operational efficiency through process improvements and automation of reporting and planning • Lead company-wide budgeting and quarterly forecasting cycles, ensuring alignment with corporate strategy and targets • Own board reporting and support investor relations through the preparation of presentations and financial narratives • Establish and maintain financial and operational KPIs to monitor the health of the business • Oversee financial systems and data integrity, working closely with IT and Accounting to ensure scalability • Ensure financial discipline and rigor across the organization, helping teams make trade-offs and prioritize effectively • Contribute to M&A analysis, scenario modeling, and strategic business case development as needed • Ensure adherence to financial controls, compliance standards, and corporate policies.