• Lead the company’s financial planning and forecasting cadence, including monthly forecasts, quarterly updates, and the annual operating plan, ensuring accuracy, insight, and accountability across all functions • Drive the corporate planning calendar and deliverables, coordinating inputs across the organization and ensuring alignment with company goals and external expectations • Manage and enhance the company’s consolidated financial model, maintaining a dynamic, multi-year P&L, cash flow, and balance sheet forecast that underpins strategic and investor planning • Develop and refine key corporate assumptions (e.g., merit, benefits, FX, tax, etc.) and maintain visibility into company-level KPIs such as ARR, GRR, NRR, CAC, and LTV • Lead financial reporting for external stakeholders, including recurring investor reporting packages and other committee deliverables • Prepare high-quality presentations and analyses for the Board of Directors, and other executive forums that clearly communicate financial performance, trends, and insights • Own the continuous improvement of FP&A processes and tools, driving automation, efficiency, and accuracy across Abacum, Google Sheets, and Tableau environments • Partner cross-functionally with Accounting, People, and Strategic Finance teams to ensure alignment across reporting, headcount planning, and performance management • Deliver ad-hoc analyses and scenario modeling that inform strategic decisions and resource allocation • Play a key role in pre-IPO readiness, ensuring the accuracy, discipline, and rigor of corporate reporting meets the expectations of public-company stakeholders