• Lead the annual operating plan process, long-range planning, and quarterly forecasting cycles, ensuring alignment with corporate strategic objectives and growth targets. • Develop and maintain SaaS financial metrics and models to support strategic initiatives and potential M&A analysis. • Serve as the primary finance business partner to the Executive Leadership Team, driving financial discipline and strategic focus across all departments. • Present detailed financial analysis, commentary on business performance, and recommended actions to the CEO, CFO, and Board of Directors. • Provide in-depth analysis of financial results, identifying key drivers of variances against budget, forecast, and prior periods. • Develop and monitor key performance indicators and SaaS metrics to evaluate business health and efficiency. • Drive continuous improvement in FP&A processes, systems, and reporting capabilities to increase accuracy, efficiency, and speed of insights. • Lead, mentor, and develop the global FP&A team, fostering a culture of high performance, analytical rigor, and business partnership. • Manage the team's workload, priorities, and professional development to ensure the department meets the evolving needs of the growing organization.

• Maintain rolling forecasts tied to operational KPIs • Build detailed ARR, margin, and cost models • Integrate operational metrics into forecasting logic • Provide monthly executive performance dashboards

• Support the Product Manager in driving towards vision, objectives and key results • Serve as a strategic business and thought partner to Finance leaders and counterparts • Support the design, prioritization, and continuous improvement of Finance360 functional learning experiences • Partner with Enterprise L&D and relevant HR CoEs to leverage enterprise learning architecture • Support the evaluation, design and launch of people and talent programs across finance • Facilitate workshops or working sessions with key stakeholders • Support the operation and sustainment of talent programs • Work with Product Owner counterparts in ‘Continuous Improvement’ and ‘Financial Solutions’ • Establish and monitor key performance indicators (KPIs)

• Drive long–term and annual planning processes to drive growth and scalability through new business opportunities, strategic investments, and workforce optimization. • Drive annual budgeting process and quarterly forecasts, providing insights into opportunities and risks in topline metrics, expenses, and headcount plan. • Ensure that the business understands its performance versus its commitments and proactively analyze and explain variances. • Analyze, forecast, and operationalize growth initiatives, working with our partners across the organization to act decisively on stakeholder priorities. • Partner closely with the Controller’s team to ensure a smooth month-end close and reporting process, reducing the time to close and accelerating delivery of actionable reporting to the business. • Assist with quarterly investor relations materials. • Assist in the budgeting and forecasting processes for the organization; establishing calendars, deadlines, financial targets, review checkpoints and ensure the financial objectives are achieved. • Provide world class business partner support to our Customer Success and Marketing functions.