• Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics including revenue, ARR, backlog, net dollar retention, LTV, CAC, and more. • Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board of directors. • Strategic Partnership: act as a strategic advisor to the go-to-market organization by providing data-driven analysis and action plans. • Project Management: enhance processes across FP&A, accounting, revenue operations, and business operations. • Business Analytics: Partner with business operations to automate analyses and forecasts in our BI tools. • Special Projects & Strategic Initiatives: Support ad hoc high-impact strategic initiatives including M&A evaluation.

• Support annual budgeting and quarterly forecasting in partnership with Product and Operations leadership. • Develop and maintain financial / data models to assess growth, profitability, and key performance metrics, including scenario and sensitivity analysis. • Prepare monthly reporting packages for leadership, including variance analysis and performance commentary. • Financial analyses supporting Product organization: e.g., pricing, ROI, new product financial modeling, etc. • Develop Product-level ACV and ARR forecasts while collaborating with key stakeholders. • Support new product launches through demand forecasting, pricing, discounting, and margin analysis. • Support strategic decisions through ROI analysis and financial evaluation of new products and go-to-market initiatives. • Act as a financial partner to Product and Technology teams, providing insights to support resource allocation and operational efficiency. • Track and analyze company KPIs, identifying trends, risks, and opportunities. • Partner with Accounting to support accurate month-end close and financial reporting. • Build and maintain Product P&Ls, and capacity models. • Contribute to financial systems, dashboards, and automation to improve FP&A processes.

• Champion the Billing & Collections Process • Be a Trusted Resource for Families • Support Departmental Operations • Lead Through Collaboration • Maintain High Standards of Quality

• Partner closely with our Sales, Marketing, and Revenue Operations teams to shape growth strategy • Evaluate trade-offs and develop strategic forecasting • Turn complex financial data into clear, actionable insights • Balance short-term efficiency with long-term impact • Work in a fast-paced collaborative environment, navigating ambiguity, and shaping strategic decisions