Lead end-to-end FP&A for a high-growth B2B SaaS company: own annual operating plan, rolling forecasts, LRP, and financial model. Partner with GTM and product leaders on analytics, prepare board and investor materials, build FP&A team, and architect scalable financial systems while driving automation and process improvements.

Lead account-focused demand generation to drive qualified pipeline for financial-services buyers. Design and run ABM, digital, lifecycle, events, and sales-activated programs; align closely with Sales, Revenue Operations, and Product Marketing; measure pipeline outcomes, diagnose conversion gaps, and use AI/automation to optimize full-funnel performance.

Own a portfolio of mid-market to large clients as the primary contact; drive retention, renewals, and expansion. Conduct business reviews and strategy sessions, develop success plans, monitor account health, resolve issues within SLAs, collaborate with Sales/Product/Support/Onboarding, track forecasts and CRM data, and travel up to 25%.