• Own and maintain the company's integrated three-statement model (P&L, balance sheet, cash flow), keeping it current, accurate, and useful for decision-making • Build and refine scenario and sensitivity analyses to support strategic planning, fundraising, and board-level conversations • Lead the annual budgeting process and maintain rolling forecasts in close partnership with the VP of Finance • Track actuals vs. plan, identify variances, and surface insights that inform corrective action • Develop and maintain financial models that support headcount planning, go-to-market investment, and operational efficiency • Support procurement process and manage finance approval process • Own the company's core SaaS metrics and ensure they're reliably tracked and reported • Build dashboards and reporting frameworks that give leadership real-time visibility into business health • Serve as the embedded finance partner for key department heads across G&A and Product • Help functional leaders build and manage their budgets, evaluate ROI on initiatives, and make data-driven investment decisions • Translate financial complexity into actionable recommendations for non-finance stakeholders

• Independently own and drive high-priority strategic and operational initiatives on behalf of the CFO, leading workstreams from problem definition through execution. • Lead operating cadence, planning processes, and cross-functional follow-through on key business and finance priorities, ensuring clear accountability and sustained execution. • Develop clear, high-quality communications and executive-level materials for senior leadership, board-facing discussions, and other critical audiences. • Lead meetings, decision forums, and executive work sessions with or without the CFO present, helping frame issues, align stakeholders, and drive decisions on key enterprise priorities. • Identify issues, opportunities, and emerging risks early, and independently frame options, recommendations, and action plans for senior leadership. • Create structure in ambiguous situations by clarifying objectives, defining workplans, assigning accountability, and driving follow-through across teams. • Conduct routine and ad hoc analysis to inform decisions, address critical business questions, and identify actionable insights. • Build strong relationships across teams to align stakeholders, remove obstacles, and improve how work gets done through scalable, simplified processes. • Operate as a versatile enterprise athlete, flexing across strategy, communications, analytics, operating cadence, problem solving, and special projects as business needs evolve.

• Working as part of a captive finance team to facilitate sales and maximize value for Cisco products and services • Serve as the account manager for a defined group of customers • Manage necessary internal and external relationships to deliver on customer outcomes and Cisco success • Responsible for exceeding bookings goal, managing forecast accuracy, providing customer insight, and strategically leveraging all financial solutions • Collaborate with other Financial Sales Specialists and Cisco Commercial Sales teams, Partners, and Customers • Provide creative deal structuring for strategic sales opportunities aligned with Cisco's Goals and Initiatives • Contribute to the overall Cisco customer experience

• Own the end-to-end strategy, pipeline, and revenue narrative for your vertical • Define, create and communicate the AI vertical strategy and GTM direction • Own vertical P&L narrative, pipeline and bookings performance against vertical targets • Create a strong vertical pipeline through solution-led motions • Build and develop lighthouse customer relationships that serve as references and demand generators • Lead executive-level customer and partner engagements • Influence investment decisions and resource allocation across a matrixed organization • Lead vertical QBRs and drive pipeline health reviews across the global team • Coach and guide the matrixed vertical team and “Peaked” GEO sellers assigned to your vertical • Collaborate with Alliance and Channel teams to maximize ISV and partner co-sell value within the vertical