• Own end-to-end annual budgeting and monthly forecasting, ensuring accuracy and executive-ready outputs. • Build and maintain scalable, driver-based models across revenue, margin, headcount, and cash flow. • Produce board- and sponsor-ready reporting with consistent KPIs, clear narratives, and zero material errors. • Establish and maintain a trusted SaaS/ARR reporting framework, including NRR, cohort analysis, CAC/LTV, and unit economics. • Evaluate and implement scalable FP&A planning platforms to streamline workflows and shorten planning cycles. • Deliver scenario planning and sensitivity analyses to support pricing, GTM investments, headcount, and capital allocation. • Lead M&A diligence and integration modeling, including quality of earnings and transaction readiness. • Build and develop FP&A talent to scale the function while maintaining high performance and retention.

• Own the monthly reporting cycle with a strong focus on Revenue, COGS and unit economics. • Lead the month-end reporting package integrating GAAP financials with key SaaS and marketplace metrics (ARR, MRR, Churn, NRR, ARPU). • Reconcile Revenue and Operator Fees to ensure accurate reporting. • Maintain dashboards tracking subscription health, cohort behavior, and margin trends. • Monitor subscription revenue recognition across plans, locations, and services. • Analyze Operator Fees as Cost of Revenue to protect and scale Gross Margin. • Track CAC, LTV, payback period, and contribution margin by acquisition channel and operator type. • Build renewal cohort models to monitor retention, expansion, and churn drivers. • Support budget vs. actual analysis with clear variance commentary. • Lead rolling forecasts and support annual budgeting process. • Draft the monthly and quarterly financial review packages for board meetings. • Provide adhoc reporting as business needs arise.

Anytime Mailbox is seeking a Senior Financial Analyst who thrives in a high-growth, recurring revenue marketplace environment. This role is not just about reporting numbers — it’s about understanding the economics of our subscription platform, protecting gross margin, and helping scale a two-sided marketplace of customers and operators. You will own the monthly reporting cycle with a strong focus on Revenue, COGS) and unit economics. This is a high-visibility role requiring you to translate complex SaaS and marketplace metrics into clear insights for executive leadership.

• Lead the financial planning and analysis function for Level Access • Be responsible for the annual operating plan, quarterly forecast cycles, and long-range plan, ensuring alignment with strategic and financial objectives. • Build and maintain an integrated financial model that connects revenue, margins, operating expenses, headcount, and cash. • Establish and handle a company-wide performance management cadence with clear Financial KPIs, targets, and accountability. • Define and refine the company’s SaaS metrics framework using robust unit economics and scenario analysis. • Partner with Rev Ops, GTM and Product leaders to recommend portfolio and segment actions. • Serve as a primary finance partner to senior executives and leaders, providing analyses, decision memos, and recommendations. • Lead financial evaluation for major initiatives (such as M&A, partnerships, and large enterprise deals). • Build executive and board-level reporting that explains performance, trends, and risks in a decision-ready format. • Develop partnerships with leaders across various teams while championing a culture of accountability and data-informed decision-making. • Improve the finance systems stack and introduce automation to reduce manual work.