• Drive annual budget process across all channels and departments. • Lead the monthly forecast process, proactively identifying forecast opportunities and risks. • Identify and implement process improvements with an AI-first mindset, reimagining the way the team works to drive efficiencies and better insights. • Develop strong partnerships with business leaders to understand key operational drivers and deliver clear, actionable financial insights. • Partner with Business Development to provide financial modeling and analysis on new business opportunities. • Support fleet management with financial analysis, including ROIC analysis on capital investments. • Leverage technology to evaluate and extract data that informs decision-making. • Build, lead, and develop an efficient, high-performing FP&A team.

• Drive annual budget process across all channels and departments. • Lead the monthly forecast process, proactively identifying forecast opportunities and risks. • Identify and implement process improvements with an AI-first mindset, reimagining the way the team works to drive efficiencies and better insights. • Develop strong partnerships with business leaders to understand key operational drivers and deliver clear, actionable financial insights. • Partner with Business Development to provide financial modeling and analysis on new business opportunities. • Support fleet management with financial analysis, including ROIC analysis on capital investments. • Leverage technology to evaluate and extract data that informs decision-making. • Build, lead, and develop an efficient, high-performing FP&A team.

• Build and own the financial architecture of a rapidly scaling services business. • Own and manage the **company P&L end-to-end**, including revenue, delivery costs, gross margin by client, operating expenses, and net margin. • Design and maintain **financial models that connect operational metrics to financial outcomes**. • Build and operate **capacity planning models** accounting for offshore engineers, contractors, and full-time staff. • Lead the **annual budgeting process** with quarterly reforecasting to ensure financial planning remains dynamic. • Develop **cash flow forecasting frameworks** that account for retainer billing cycles and delivery cost timing. • Build **client-level financial views** including CAC, LTV, payback period, and margin per engagement. • Partner with the CEO on **pricing strategy and new service offerings**, modeling margin implications before launch. • Track financial impact of **client expansion, retention, and churn**. • Provide clear financial insights that support strategic business decisions. • Own the **financial systems stack**, including Stripe, QuickBooks (or similar), and integrations with operational tools like Airtable and HubSpot. • Build **automated reporting pipelines** that surface financial KPIs without manual spreadsheet exports. • Develop AI-assisted workflows for financial modeling, reporting, and automation using tools such as Claude or similar AI platforms. • Ensure financial reporting infrastructure scales with the company’s growth. • Maintain **board-ready financial reporting** on an ongoing basis. • Build and manage a **live investor data room** with accurate financial documentation. • Develop **scenario models for fundraising, partnerships, and acquisition opportunities**. • Serve as a strategic partner to the founder, translating financial insights into actionable business decisions.

• Partner closely with leaders across the organization to forecast and manage COGS, OPEX, and other key financial drivers. • Collaborate with FP&A revenue leads to understand trends, risks, and opportunities. • Produce monthly consolidated financial statements, management reporting, and performance analysis for senior leadership. • Provide strategic financial insights that inform decision-making across OpenX. • Analyze commercial deal performance and build financial models that generate actionable insights. • Translate complex data into clear, actionable recommendations for functional leaders.