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forecasting ai dashboards driver_based_financial_modelingπ Description
- Own operating model, rolling forecasts, daily cashflow forecasting, and reporting.
- Build and maintain a bottoms-up 3-statement model with driver-based inputs.
- Deliver board- and executive-level reporting packages.
- Establish and track KPIs, unit economics, and operating metrics.
- Lead AI transformation for FP&A, accounting, and treasury, using AI agents.
- Partner with CEO, CFO, and Board on strategic planning and capital allocation.
π― Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related; MBA/CFA preferred.
- 5+ years finance experience; 3+ years at bulge bracket IB with capital markets credentials or equivalent.
- 2+ years FP&A at Series B or mid-stage Retail/CPG company.
- Experience supporting Series C+ equity raises and managing debt facilities and working capital financing.
- Experience with 3-statement modeling, scenario analysis, and driver-based financial frameworks.
- Highly analytical with strong attention to detail; able to prioritize and move fast.
- Uncompromising work ethic and a team-first mentality.
- Operates with urgency and a relentless drive to learn and deliver results.
π Benefits
- Medical, Vision, and Dental with some plans covered at 100%.
- Competitive compensation and equity structure.
- 401K
- Unlimited PTO
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