• Own the design, rollout, and continuous improvement of core cross-functional business processes, ensuring initiatives move smoothly from strategy to execution • Identify operational inefficiencies across Finance and Accounting, Product & Engineering, HR, and Business Development, and lead initiatives that drive measurable improvements in speed, accuracy, cost, and scalability • Serve as a central point of accountability for complex, multi-stakeholder operational projects, ensuring alignment, clear ownership, and timely delivery • Develop and maintain clear documentation and SOPs for new and evolving processes to support consistency and scalability • Partner with Finance to define, track, and operationalize key metrics across revenue, team spend, and operational performance • Oversee the development of dashboards, reporting, and analytical tools that translate complex data into clear insights for leadership and functional teams • Ensure data accuracy, consistency, and usability across systems and reports • Work closely with Finance, Accounting and other departments to design workflows that improve handoffs, reduce friction, and enable growth • Support initiatives such as order-to-cash optimization, margin and profitability reporting, KPI automation, and new operational workflows tied to product or process launches • Act as a trusted operational partner to senior leaders, helping prioritize initiatives and evaluate tradeoffs • Lead operational planning and execution for mergers, acquisitions, and strategic partnerships, serving as the primary owner of post-close integration efforts • Partner with executive leadership, Finance, Legal, Operations, Product, and external stakeholders to develop clear integration roadmaps, timelines, and success metrics • Oversee the integration of systems, processes, data, and reporting across acquired or partnered entities, ensuring minimal disruption to ongoing operations • Identify and mitigate integration risks related to financial operations, order-to-cash workflows, reporting accuracy, and cross-functional handoffs • Establish clear governance, communication cadences, and accountability structures throughout the integration lifecycle • Track and report on integration progress, synergy realization, and operational performance against pre-defined goals • Directly manage and mentor the Finance Operations Data Analyst, setting priorities, providing technical and strategic guidance, and supporting professional development • Ensure analytics and automation work is tightly aligned with business priorities and delivers actionable insights to stakeholders • Act as a thought partner to Finance leadership on how to structure, resource, and scale operational analytics and process improvement efforts