LifeLabs Learning

• Develop and maintain financial models and KPI reporting and share insights about risks and opportunities using sensitivity analysis and other flexible planning tools. • Provide Reporting packages at the appropriate level (Board, Senior Leader, Manager) that provide actionable insights and support decision making. • Drive budgeting/forecasting cycles and work collaboratively with internal business partners and leadership to ensure forecasts are accurate and department leaders understand their current vs. budgeted spending targets. • Monitor aggregate spending and cash flow to ensure we stay on budget. • Analyze and explain variances and trends versus Budget, Forecast, and Prior Years. • Drive our KPI process and work cross-functionally to develop the right metrics and monitor the leading indicators that ensure we are tracking toward our goals. • Analyze business opportunities, risks, initiatives, product launches, service offerings, and new pricing models, and make recommendations on the best path forward. • Run ad-hoc data analysis on strategic initiatives. • Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses. • Finalize monthly financial statements and KPI reports. • Provide data and financial visibility to departments and team leads. • Automate and optimize reporting and data infrastructure. • Prepare financial presentations for the Board of Directors. • Optimize and design scalable systems for financial data analysis, reporting, and monitoring of spending. • In partnership with RevOps, ensure financial and CRM-integrated records are accurate, organized, securely backed up, and compliant with data governance policies. • In partnership with RevOps, leverage HubSpot (our CRM) to improve financial visibility, streamline forecasting, and integrate CRM data into financial planning workflows. • Collaborate with Sales, Marketing, and Operations teams to ensure accurate revenue tracking, deal management, pipeline forecasts, and financial reporting alignment. • Provide insights from CRM data to inform strategic financial decisions and organizational performance. • Train and support team members in using HubSpot for finance-related tasks, including invoicing, contract tracking, and expense forecasting. • Serve as the primary contact for outsourced financial vendors and HubSpot-related integrations to ensure high performance. • Spot inefficiencies and look for opportunities to streamline, improve, and scale our Finance function. • Assist the Finance team with a variety of special projects with timely initiatives and roll-outs. • Collect feedback from project sponsors and collaborators. • Support deal-close activities through creative discounting and the development of new and innovative business and pricing models.