• Be responsible for the consolidated company financial model, including revenue, expense, cash flow, and headcount forecasts. • Lead annual budget and rolling forecast cycles in partnership with functional leaders (GTM, R&D, G&A, Customer Success). • Perform scenario modeling on growth, hiring, and margin profiles to support strategic decisions and trade-offs. • Build and maintain detailed SaaS metrics financial reporting, including ARR, NRR/GRR, Revenue/FTE amongst others. • Partner with RevOps to stay aligned on operational KPIs that drive Financial performance. • Partner with department leaders to manage budgets, track variances, and identify efficiency opportunities across Opex (R&D, S&M, G&A). • Develop headcount and labor cost models that align hiring plans with revenue and margin targets. • Compose standardized monthly budget vs. actuals packages, including commentary and trend analysis for leadership. • Prepare monthly and quarterly reporting packages for the executive team, highlighting key variances, risks, and opportunities. • Support creation of board materials, and investor presentations. • Translate sophisticated analyses into concise stories for non-finance partners. • Evaluate investments in product, AI capabilities, GTM initiatives, and partnerships using ROI, payback, and unit economics. • Support pricing, packaging, and commercial strategy analysis in coordination with Product and GTM teams. • Lead ad hoc deep dives on topics such as SaaS vs. Services mix, margin expansion, and capital allocation. • Improve FP&A processes, calendars, and templates to increase accuracy, speed, and repeatability of reporting cycles. • Help enhance the finance tech stack (e.g., planning tools, BI, ERP) and ensure alignment of data definitions across systems. • Promote a culture of data integrity, consistent KPI definitions, and self-serve reporting where feasible.