• Develop and maintain Power BI dashboards to visualize financial and operational data • Perform advanced Excel modeling and analysis to support decision-making • Assist with expense verification and other finance-related tasks • Analyze and interpret Balance Sheets and Income Statements • Support treasury operations and financial planning • Maintain and reconcile data in QuickBooks Online • Ensure accuracy and consistency in financial reporting • Collaborate with cross-functional teams to gather and validate data • Provide insights and recommendations based on financial analysis

• Partner with cross-functional leaders (GTM, Product, Analytics, Growth) to shape the agenda for weekly operating meetings, ensuring discussions focus on the highest-impact priorities and insights • Own the development, narrative structure, and strategic framing of monthly KPI reviews, delivering longitudinal analysis and Finance-led strategic topics for the company’s most senior leaders • Lead Revenue Reporting for internal and external stakeholders, synthesizing underlying business drivers into clear, executive-ready insights that highlight trends, surface opportunities, and drive action • Tell a concise, insightful, and compelling story behind the numbers for executive audiences, combining deep familiarity with business drivers with the ability to step back and articulate key themes • Provide strategic thought leadership by performing and reviewing financial analysis, building business cases, evaluating alternatives, and presenting clear recommendations to executives • Support in setting sales targets on a quarterly basis, identifying areas of risk and opportunity for leadership discussion • Drive ad-hoc analysis for Executive, GTM, and Product organizations to support strategic or tactical decision-making needs • Lead continuous improvement of Finance systems, processes, and controls to enhance accuracy, reliability, and scalability • Develop and own reporting systems and data visualization capabilities that enable senior leadership to monitor performance, KPIs, and overall business health • Own Board-level reporting on qualitative and quantitative progress against product initiatives, partnering with R&D leadership to understand and articulate product performance • Serve as a thought leader on optimal revenue operations, partnering with Commercial to define and evaluate new business opportunities, prospect tiering, customer hierarchy, sales compensation strategy, etc. • Be highly proactive in identifying and recommending actions that enhance revenue insights, commercial performance, and overall financial clarity • Provide mentorship, direction, and thought partnership to supporting team members, fostering a high-performing analytical team

• Build and maintain sophisticated models to track sales capacity. • Analyze headcount and productivity trends to ensure coverage meets revenue targets. • Support the upcoming implementation of Pigment for the FP&A team. • Help migrate our legacy sales models and headcount tracking into Pigment to drive better automation and scale. • Act as the "source of truth" for all Sales headcount. • Manage the end-to-end lifecycle of sales hiring, ensuring all roles align with the budget and strategic priorities. • Partner closely with Sales Ops and HR to monitor attrition, hiring velocity, and "Time to Productivity." • Provide Sales Leadership with data-driven insights if hiring lags pose a risk to the 2026 plan. • Own the Sales OpEx budget. • Lead the quarterly forecasting process for sales compensation, travel, and programs, ensuring accurate commission and expense projections.

• Own and manage assigned tasks and project responsibilities • Participate in Client interactions including interviews and presentations • Communicate status and identify potential issues in a timely manner • Work effectively with project teams to provide best-in-class client support