• 10 years of management consulting, investment banking, corporate finance, or similar experience (ideally at a startup or for a new line of business within an established company)
• Relevant experience with financial modeling, planning, budgeting, and decision analysis with different business leads
• Strong team player
• Excellent communication and organization skills
• Ability to drive project plans, lead cross-functional meetings, set action plans, follow up on timelines, and collaborate with business partners and executive leadership
• Strong familiarity with Finance reporting requirements (e.g. close cycles, monthly snapshots, GL, etc.) and an appreciation for the transformation steps required to make raw data usable for high-performance business reporting
• Strong domain knowledge of finance and accounting
• Enthusiasm for working in a high growth, fast paced startup culture
• Customer focused, prioritizing the needs of business partners and internal customers
• Excellent time management and problem-solving skills
• Able to thrive in a fast-paced dynamic environment where we pivot quickly
• Embraces team culture of working together to create better lives for the people we serve

• Develop and maintain short-term and long-term integrated financial models and perform budget vs. actual analysis with a discussion around variances.
• Partner with executive management and business development teams to develop product-specific forecasting methodology that reflects the latest product strategy and roadmap commitments.
• Identify and define corporate level KPIs to understand the trends and health of the business.
• Design and implement scalable workflows and processes to enable consistent reporting of key metrics for reliable and timely business decision making.
• Keep internal team members on track with budget and keep investors informed on the most recent financial developments.
• responsible on procurement dept and procedures along negotiations
• Ensure that staffing is on track with budget.
• Complete ROI calculations and assist with go/no go decisions as needs for new technologies and partnerships arise.
• Assist with development of board decks for quarterly meetings.
• Develop scenario testing for fundraising opportunities.

Caliberly