• Financial Analysis & Modeling • Build and maintain financial models for corporate cost centers and operating expenses. • Support enhancements to forecast and planning models by updating assumptions, drivers, and actuals. • Perform ROI and sensitivity analysis to support business cases and investment decisions. • Forecasting & Budgeting Support • Assist with monthly forecast updates and annual budgeting processes. • Partner with functional leaders to validate assumptions and understand spend drivers. • Monitor forecast vs. actual performance and help track accountability to approved budgets. • Ensure all updates are well documented and easily tracked • Budget vs. Actuals & Reporting • Prepare monthly management reporting comparing actual results to forecast, plan, and prior year. • Develop variance analysis with clear, concise commentary for leadership review. • Track and analyze key financial and SaaS metrics to identify trends and emerging risks. • Cross-Functional Collaboration • Coordinate with HR, Sales, Marketing, and Operations to support headcount planning and departmental spend analysis. • Review contracts and onboarding details to ensure new clients are accurately reflected in revenue reporting and models. • Systems, Data & Process Improvement • Support the use and ongoing improvement of FP&A tools (e.g., Drivetrain AI / Adaptive Planning), including data validation and reporting enhancements. • Help automate recurring reports and standardize planning templates to improve efficiency and consistency. • Ensure accuracy and integrity of data inputs used in forecasting and reporting. • Ad Hoc & Strategic Support • Conduct ad hoc analyses related to vendor spend, headcount, productivity, and operational efficiency. • Assist with preparation of executive and board-level materials by pulling data, updating models, and refining visuals. • Additional ad hoc tasks as assigned