Corporate Finance, Special Projects

About the role

Partner with Finance, Accounting, and cross-functional partners to mint and report 3-statement forecasts. Drive critical monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials that precipitates business decisions.

Pioneer AI-augmented financial modeling for Corporate Finance: apply emerging AI tools in practical, rigorous ways, develop reusable Finance skills and automation workflows, and help evolve our models from static spreadsheets into more modular, AI-enabled systems.

Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.

Oversee equity burn rate and shareholder pool tracking, ensuring alignment with long-term capital strategy.

Partner with Consolidations and Business teams to develop long range plan and evolve forecasting process to uplevel our forecast accuracy.

Tackle new & evolving priorities for the team, including ad hoc analyses.

Responsibilities

• Partner with Finance, Accounting, and cross-functional partners to mint and report 3-statement forecasts.
• Drive critical monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials that precipitates business decisions.
• Pioneer AI-augmented financial modeling for Corporate Finance: apply emerging AI tools in practical, rigorous ways, develop reusable Finance skills and automation workflows, and help evolve our models from static spreadsheets into more modular, AI-enabled systems.
• Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team.
• Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
• Oversee equity burn rate and shareholder pool tracking, ensuring alignment with long-term capital strategy.
• Partner with Consolidations and Business teams to develop long range plan and evolve forecasting process to uplevel our forecast accuracy.
• Tackle new & evolving priorities for the team, including ad hoc analyses.

Requirements

• 6+ years experience in investment banking, private equity, and/or corporate finance
• Excellent financial modeler with analytical mindset
• Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
• Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
• Strong work ethic, reliability, and attention to detail - “get it done” attitude

Qualifications

• Nice to have: Prior experience managing Free Cash Flow (both direct and indirect method)
• Nice to have: Experience with a high-growth SaaS company
• Nice to have: Experience with Netsuite, Workday, Zip, and planning tools