Leads FP&A forecasting, budgeting, strategic planning, financial modeling, SaaS metrics analysis, and monthly close support. Partners with functional leaders and executives to deliver insights on growth, margins, capital structure, resource allocation, and business performance. Presents analyses to senior leadership, investors, and the Board, while improving FP&A processes, automation, and scalability.

Manage a portfolio of outpatient rehabilitation practice members using a one-to-many customer success approach. Own relationships, monitor account health, reduce churn, support adoption, conduct executive business reviews, develop success plans, and identify expansion opportunities. Use analytics and KPIs to provide recommendations, educate members on product capabilities, coordinate with internal teams, and ensure HIPAA compliance. Travel 25%–30% to meet members.