Lead the accounting team and oversee the full finance function, including financial planning, forecasting, close, revenue recognition, treasury, tax, audits, and reporting. Develop client and product contribution-margin insights, guide pricing and capital allocation, strengthen financial systems and controls, and prepare board-ready financial packages in partnership with the CEO and CFO.
Manage assigned client relationships and the day-to-day administration of their programs, providing tailored support and resolving issues in collaboration with internal teams. Report on program performance and financial metrics, lead business reviews, advocate for client needs, and drive satisfaction, retention, and account growth.
The Data Analyst will own client-facing reporting and analytics pipelines, turning complex data into actionable insights for clients and internal stakeholders. They will also manage savings validation, ensure data quality, and support cross-functional teams with ad hoc analysis.
