• Lead the annual operating plan, long-range planning, and rolling forecast processes. • Collaborate with the CEO, Sales, Marketing and Customer Success to optimize go-to-market investment, sales capacity planning, quota setting, and pricing and packaging strategy. • Translate strategic initiatives into measurable financial outcomes, KPIs, and clear accountability metrics. • Manage the creation and delivery of monthly and quarterly reporting packages for executive leadership, private equity sponsors, and lenders. • Provide variance analysis, cohort analysis, and performance insights that align with the strategic plan. • Support board meetings, lender reporting requirements, and due diligence activities related to a potential exit. • Oversee and refine key SaaS metrics such as ARR, NRR, GRR, CAC, LTV, churn rates, unit economics, and cohort analysis. • Own revenue and pipeline analytics including bookings, pipeline coverage, conversion rates, and sales productivity. • Work cross-functionally to improve go-to-market efficiency and customer retention. • Develop and maintain KPI dashboards that promote operational discipline throughout the organization. • Develop and maintain integrated 3 statement financial models. • Own cash flow forecasting, liquidity planning, and covenant compliance modeling. • Lead scenario planning exercises, sensitivity analysis, and capital allocation modeling. • Oversee planning related to headcount, compensation, and organizational capacity. • Lead the Accounting function, overseeing both in-house and outsourced teams across GL, revenue recognition, billing, AR, AP, payroll, and the close process. • Ensure a timely and accurate monthly close in accordance with GAAP. • Maintain strong internal controls, policies, and procedures to safeguard financial assets and ensure compliance. • Manage relationships with external auditors, tax advisors, and third-party accounting partners. • Support audits, tax filings, and due diligence for exit-readiness. • Continuously improve finance and accounting processes to enhance speed, accuracy, consistency, and readiness for potential exits.