• Serve as a strategic advisor to the CFO and executive leadership team on financial performance, risks, and growth opportunities • Translate corporate strategy into financial frameworks, targets, and measurable performance metrics • Provide leadership with insights on growth drivers, emerging risks, competitive positioning, and market opportunities • Monitor global and domestic market trends, competitive dynamics, and macroeconomic indicators to inform strategic decisions • Drive data-driven decision making across the organization through actionable analysis and financial storytelling • Provide decision support across the organization through ROI modeling and financial evaluation of strategic initiatives • Lead the annual operating plan and rolling multi-year strategic plan for the organization • Develop and maintain driver-based financial models to support scenario analysis, enterprise forecasting, and strategic planning • Develop cost benchmarking, productivity metrics, and financial frameworks to guide resource allocation and operating efficiency • Partner with business leaders across sales, marketing, product, and operations to align financial planning with operational objectives • Conduct in-depth analysis of revenue drivers, customer behavior, and operational efficiencies to identify growth opportunities and optimization levers • Provide proactive insights into revenue performance, margin expansion, cash flow, and cost drivers • Develop executive dashboards and operational KPI frameworks to provide visibility into company performance • Lead periodic business review meetings with executive leadership to measure performance against budget and strategic targets • Lead enterprise capital planning processes including prioritization, investment analysis, and ROI evaluation • Implement governance frameworks for capital requests, approvals, and post-investment reviews • Ensure capital deployment aligns with growth initiatives, return thresholds, and private equity value creation objectives • Partner with operations, technology, and product leaders to optimize capital allocation • Coordinate buy-side M&A activity in partnership with private equity sponsors • Assist with due diligence, financial modeling, and post-acquisition integration management • Lead preparation of executive reporting packages, board materials, and investor-ready financial analyses • Prepare ad-hoc financial analyses and insights for the Board of Directors, CFO, and senior leadership • Champion improvements in financial data management, data quality, and reporting infrastructure across the organization; incorporate AI where appropriate • Provide leadership to the FP&A organization, developing high-performing teams, scalable processes, and modern financial systems • Lead cross-functional initiatives and special projects that support the company’s growth and operational maturity