• Own the financial data and analytics infrastructure that powers HighLevel’s forecasting, reporting, and IPO-readiness efforts; ensure Finance has access to timely, accurate, and trusted data • Design, build, and maintain data products including models, dashboards, and reporting frameworks that deliver actionable insights to Finance and executive leadership • Lead KPI stewardship - develop and refine key performance metrics and financial data structures, ensuring consistency and accuracy across ARR, GRR, NRR, CAC, LTV, and other core SaaS KPIs • Write and optimize complex SQL queries to extract and transform large data sets from systems (billing, CRM, HRIS, data warehouse) into analysis-ready outputs • Partner cross-functionally with FP&A, Accounting, BI, and Data Engineering to align on data sources, definitions, and reporting standards • Drive the development of scalable, automated analytics processes, improving accuracy, efficiency, and speed-to-insight across Finance • Establish and uphold data governance and quality standards within the Finance domain, ensuring a single source of truth for critical metrics used across the business • Champion a data-driven culture within Finance, helping elevate analytical rigor and consistency as the company scales toward public-company readiness