• Prepare reporting packages for internal management and external investors; including in-depth analysis of Budget vs Actual, trending analysis, forward looking implications, and develop the overarching narrative of the business • Possess deep understanding of the client base and revenue of the business • Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue; both historical variance and forward looking forecasts • Coordinate with Accounting, RevOps and Customer Success to properly align new bookings and net retention reporting • Possess intimate knowledge of Salesforce.com and Netsuite data • Present and run internal monthly financial review meetings with senior management and external investors • Participate in the monthly close process; namely, month over month revenue review, departmental mapping, GL coding, and roll forward of the forecast • Perform ad-hoc research and analyses to support Sales, Customer Success, Product & Development, and the C-Suite • Own the accuracy of commissions and quarterly bonus calculations • Conduct interviews and research to aid in the development of the annual budgets and rolling forecasts • Continually strive to improve and streamline processes and system configuration • Aid in the integration of acquisition financials and develop proforma reporting capabilities