Your Mission:

This FP&A position is a critical and highly visible role within the Iterable finance team that performs integrated analysis and consolidation to support department and company-wide planning, forecasting and performance reporting processes. Reporting to the VP of FP&A, this role will partner with Research & Development (R&D) to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of links between our SaaS platform’s technical components and their financial costs to lead short and long-term forecasting of platform investments, technical development costs and partner directly with the CTO and head of product to align financial and development targets.

The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and communicating complex business issues, and identifying opportunities for improvement. Problem-solving, prioritization, and attention to detail are critical. This position offers multiple opportunities to showcase analytical skills.

The core functions of the role include supporting the annual operating plan, fine tuning live forecast, contingent scenario planning, long-range planning, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable.

Responsibilities:

• Manage department and company wide financial statement reporting and forecasting including topline revenue metrics, resource allocation, headcount, and OpEx management with a specific focus on and ownership of key R&D functions
• Serve as a finance business partner to the R&D organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
• Partner closely with CFO, VP of FP&A, CTO and VP of Product planning teams on budget planning and maintenance, balancing technical roadmap and budget objectives
• Own the holistic company cost of revenue forecast, partnering with the Engineering FinOps team to link platform performance and optimization with the associated financial impacts
• Support/drive development of Board of Directors presentations, executive dashboards, and KPIs. Create executive review materials that consolidate and communicate financial and operational strategy
• Perform account-level variance analysis that drives business insight and frames financial risks and opportunities; present findings to senior management
• Working to continuously develop and improve existing FP&A processes
• Develop repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency
• Perform and support ad-hoc reporting/analysis requests. Support corporate initiatives and reporting

We are looking for people who have:

• BS in Accounting/Finance, related field, or equivalent experience
• Prior experience: 4+ years in an FP&A role at a public/pre-IPO SaaS company, public accounting firm, management consulting or investment banking with direct software company experience
• Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools
• Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
• Self-starter who is self-directed and proactive
• Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members
• Strong communication, writing, and presentation skills
• Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
• Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Perks & Benefits: 

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Community Impact Days
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $112,000 - $175,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Actuarial Manager, Reserving

We are seeking an Actuarial Manager to support financial oversight and analytics for value-based care programs, with a primary focus on CKCC populations. This role will lead monthly financial reporting, support IBNR reserving, and partner cross-functionally to evaluate performance drivers and inform key business decisions. The ideal candidate combines strong technical actuarial skills with the ability to communicate insights clearly to senior leadership.

Essential Functions

• Lead actuarial support for monthly close (ME), including medical expense (MedEx), revenue, and savings analysis
• Develop and maintain standardized financial exhibits to explain period-over-period changes
• Partner with Finance to support booking decisions and ensure alignment with accounting
• Own development and refinement of IBNR models using claims data and completion factors
• Perform reserve analysis, including sensitivity testing and range development
• Enhance reserving methodologies to improve accuracy and reduce volatility
• Serve as a subject matter expert on CKCC financial performance, including benchmarks, risk score, and utilization trends
• Monitor and update key assumptions (trend, risk score, RTA, etc.)
• Support internal and external stakeholders with CKCC-related financial insights
• Analyze claims, eligibility, and financial data to identify key drivers of performance
• Partner with Data Ops and Engineering to improve data quality, timeliness, and accessibility
• Support automation initiatives (e.g., standardized datasets, dashboards, and tools such as Power BI or SQL-based solutions)
• Work closely with Finance, Partner Analytics, Risk Strategy, and Data teams
• Support ad hoc analyses for leadership, including CFO-level summaries and board materials
• Translate complex actuarial concepts into clear, actionable insights

Minimum Qualifications

• Bachelor’s degree in Actuarial Science, Mathematics, Statistics, or related field
• 4+ years’ experience in actuarial services or related experience
• Progress toward ASA/FSA (or equivalent experience) preferred
• Strong communication skills
• Strong proficiency in Excel
• 4+ years’ experience with SQL and financial modeling capabilities
• Experience with healthcare data (claims, membership, value-based care) strongly preferred
• Experience with IBNR/reserving methodologies (e.g., completion factors, lag analysis)
• Internet Connectivity - Min Speeds: 3.8Mbps/3.0Mbps (up/down): Latency <60 ms.
• Ability to travel and be on-site to meet business needs.

Preferred Qualifications

• Familiarity with CKCC or similar value-based care models
• Experience with CMS shared savings programs
• Strong problem-solving skills and attention to detail
• Strong adaptability and capacity to work in fast-paced environments
• Excellent communication skills, especially for executive audiences
• Exceptional analytical and conceptual thinking skills
• Experience using Microsoft Power BI

Annual Salary Range: $99,000 - $149,000. This position is also eligible for a target annual bonus of 10%

GAQ426R237

While candidates in the listed location(s) are encouraged for this role, candidates in other locations will be considered.

Overview:

Databricks is seeking a Senior Manager, Finance PMO and Operations, with a specialized focus on FP&A. You will be responsible for driving organization, transformation, innovation, and operational efficiency at scale, as well as managing key programs across global Finance teams within the CFO organization and with our cross-functional stakeholders. You will interface with leadership to ensure transparency and visibility into our programs and projects.

You will partner with teams across the Finance organization, including various FP&A teams (Corporate, GTM, Product, etc.) and partners within the broader CFO org. In addition, you will collaborate with cross-functional teams such as IT, People, Engineering, Product, Go-to-Market, and Pricing. You will own project and program management, including OKR setting, process optimization, transformation roadmaps, and organizational management and communications on behalf of the FP&A team. 

Your passion should be collaborating with FP&A and other cross-functional partners to drive programs for efficiency and transformative change across the Finance organization. The ability to plan and execute effectively while collaborating across teams and locations will be key to success in this role. In this role, you will remove friction for the Finance team by developing organization-wide standards, leading programs, including communications, reporting, and metrics, optimizing processes, and driving technology improvements. You will also leverage AI and emerging technologies to improve Finance workflows and optimize our team’s work, enabling smarter decision-making, predictive insights, and scalable automation across core Finance processes.

The impact you will have:

• FP&A Project and Program Management:
• Facilitate the annual FP&A goal and OKR setting process and track/drive the execution of those goals
• Streamline and own planning, intake, and prioritization processes across FP&A on key priorities related to Data and AI, systems enhancements and process improvements, ensuring alignment with the Company and Finance team’s goals and strategy
• Manage multiple complex, cross-functional programs, including working with stakeholders from IT, Engineering, Sales, and other Finance teams
• FP&A Process Optimization:
• Collaborate with FP&A teams to document and evaluate existing FP&A processes
• Drive end-to-end FP&A process optimization and standardization, leading the re-architecting of processes as necessary ensuring success criteria and metrics are achieved, and stakeholder enablement is completed
• Partner with cross-functional and internal Finance teams to implement scalable, automated solutions leveraging our Databricks product as well as AI and machine learning tools where applicable
• FP&A Organizational Management and Communications:
• Support the design and buildout of an FP&A organization that supports Databricks’ growth
• Facilitate recurring FP&A leadership meetings and FP&A all-hands meetings, including creating agendas and content
• Lead executive communications and reporting to ensure transparency on project progress, risks, and outcomes

What we look for:

• Bachelor’s degree in Business, Finance, or related field
• 8+ years of experience working in or with FP&A teams
• 8+ years of experience leading cross-functional projects and programs with demonstrated success in process optimization and automation
• Expertise in program management, executive communications, reporting, and metrics
• Experience implementing or managing AI and automation tools within Finance organizations
• Expertise in planning, OKRs, and QBRs
• Experience in process improvement and optimization
• Proficiency with JIRA, project management tools, and reporting systems
• SaaS industry experience is a plus
• SQL or Python experience is a plus
• Expert-level presentation skills, including the ability to develop impactful presentations using Google Slides

TITLE: Director of Finance
REPORTS TO: Chief Financial Officer
LOCATION: Denver, Metro Area
EMPLOYMENT TYPE: Full-Time, Exempt Employee

At Career Team, our mission is to empower one person, start one career, and serve one family at a time. We do this through innovative software solutions and high-touch services.  

As the Director of Finance, you’ll be the finance leader who turns complexity into clarity. You’ll own the operating financial rhythm of today, while helping our executive team build tomorrow - smarter, faster, and with only good surprises! This role will demand a lot from the right candidate, but will offer significant responsibility and opportunities for career advancement into a VP or higher role. 

• P&L Ownership: Own the financial health of our services business: forecasting, margin drivers, delivery economics, and the decisions that improve performance.
• Executive Partnership: Collaborate closely with the President of our services business and work directly with the CEO on performance, tradeoffs, and strategic decisions. 
• Project and grant performance: Build a repeatable financial operating model for complex, compliance-heavy projects, including budget-to-actual comparisons, burn rates, cost allocation, and overall fiscal performance metrics. 
• Client-facing deliverables: Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials that we’re proud to put our name on. 
• Finance cadence that builds confidence: Lead monthly close and quarterly reporting activities, creating predictable outcomes with a clear narrative. 
• Controls that support momentum: Strengthen controls and compliance while keeping the business moving fast. 
• Strategy and Planning: Translate tradeoffs into decisions - forecasting, scenarios, and recommendations that help us pick the right direction together. 
• Cross-functional problem-solving: Work hand in hand with the operations and client-facing teams when financial issues arise, before they become escalations. 
• Scale the team; build the machine: Help position us for growth and the exciting chapters ahead! 
• Innovate with AI: Bring practical automation through new and creative usage of technology and Artificial Intelligence. 
• ERP Modernization: Help lead our selection and implementation of a new ERP platform to support our growth. 

Salary: $120k - $150k

Why Join Us

• We change lives.
• We’re growing quickly and need leaders who want real ownership and real impact.
• We’re serious about the outcomes but have fun making them happen.
• Big enough to be interesting, small enough that your work changes the company.

Who You Are

• You’re fluent in the numbers and comfortable with the messy middle of scaling fast.
• You can move from deep analysis to executive conversation without missing a beat.
• You’re hands-on when needed, but you’re always building people, processes, and tools.
• You simplify complicated things and build systems to keep them simple.
• You anticipate the communication before it's needed and always know your audience.
• You’re calm, direct, and you follow through.

How We Work

• High trust, high accountability
• We obsess about our customers
• We value action over perfection, and iterate to get better every day

Worksome’s US EOR business already has significant traction with enterprise clients, what we need now is someone to own it end-to-end and architect the next chapter

This is a senior leadership role for a proven operator who has personally carried employment liability at scale. 

You’ve managed the complexity of multi-state operations, you know what a defensible governance framework looks like, and you understand that compliance isn’t just a set of rules - it’s a commercial asset.

You will help us move the function from founder-led excellence to a deliberate, system-driven operation that is safe to sell at any scale and predictable to run

About the Role

You will take ownership of the strategic governance, operational integrity, and commercial credibility of our EOR product across the US. In your first year, you’ll stress-test the current operating model, define our Commercial Guardrails - what we sell, how we price risk, and where we draw the line - and systematise the function

• Act as the ultimate internal authority on North American employment risk, labour law, and state-specific legislative changes - and serve as a key escalation point for complex classification, workers’ compensation, and tax nexus decisions.
• Define and codify the Commercial Guardrails: the standards for what we will sell, how we price risk, and where we draw the line on non-standard deals.
• Own the lifecycle integrity of the EOR product - from initial classification through to offboarding - ensuring a zero-failure rate for enterprise clients.
• Partner closely with the payroll operations manager to build the documentation, controls, and escalation paths required for high volume, and reduce key-person dependency by turning expert knowledge into repeatable, systemised processes.
• Oversee payroll funding integrity, reconciliation controls, and cost-to-serve modelling across North America, in close partnership with Finance.
• Define incident response protocols for payroll and compliance failures, and lead post-incident analysis and corrective planning.
• Support the Sales team as a technical resource during late-stage enterprise procurement and legal reviews - translating complex employment law into clear, actionable qualification rules for the Sales team.
• Support regulatory feasibility assessments for new US state expansion, including classification rules and tax nexus requirements.
• Partner with Legal, Finance, and Product to ensure the function is scalable, audit-ready, and aligned to enterprise standards across all US operating states.
• Align with Legal to translate statutory employment requirements into operational policy, governance frameworks, and commercial guardrails for the EOR product.
• Foster a culture of “Safe Growth” - where operational integrity is seen as a competitive advantage, not a blocker.

About You

• You have personally carried employment liability decisions and managed the complexity of multi-state operations at a significant scale. You’re not learning on the job - you know what good looks like and you’ve built it before.
• 5–8+ years in a leadership role within EOR, global payroll, employment compliance, or workforce operations - including US multi-state experience and a track record of scaling EOR operations.
• You think like a business owner. You understand that compliance enables revenue, not just constrains it. You know how to price risk, defend a margin.
• Proven ability to command the room with Enterprise Legal, Procurement, and CFO-level stakeholders. You’ve been in late-stage deals and you know how to hold your ground.
• You’ve turned expert knowledge into repeatable, systemised processes. You know what a defensible governance framework looks like - and how to build one that scales beyond a single team or jurisdiction.
• You’re a great coach; you have a team and you understand how to encourage, challenge and grow a team that works well together and thrives
• Based in Denver, CO. This role is a key part of our US Operations Center.

What We Can Offer You

At Worksome, you’ll be part of a dynamic, fast-growing team where your decisions directly shape how the business grows. As we expand globally, you’ll have the opportunity to build something that matters - with the authority and trust to do it properly.

• Base salary: $100,000 – $160,000
• Meaningful equity stake commensurate with a senior leadership role
• 70% coverage for medical plans across all tiers, and 75% coverage for vision and dental plans, with the option of an HSA account
• Life insurance
• 401(k), Worksome contributes 100% of the first 4%
• 30 days of paid vacation
• Paid sick leave
• A role where your decisions will have direct commercial and operational impact
• An opportunity to help define the future of global workforce solutions

The SVP, Controller is responsible for overseeing all accounting operations and financial reporting for the agency. This role ensures accuracy, compliance, and efficiency across financial processes while supporting leadership with clear insights into agency performance, client profitability, and cash flow. The ideal candidate understands the nuances of media and advertising finance, including client billing, media payables, and accounting for various types of revenue streams, including project-based, retainer, commission and technology fees. Reports to the CFO and will have direct reports.

Duties/Responsibilities:

Financial Management

· Oversee day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close

· Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP

· Partner with Legal and Client Finance to review client contractual terms and scopes of work to ensure appropriate accounting of revenue recognition methodology

· Ensure timely and accurate revenue recognition, including client retainers, project-based fees, and media commissions

· Responsible for managing the month-end closing activities, including variance analysis and monthly reconciliation of balance sheet accounts.

· Ensure accruals/reserves are sufficient and review of spend for correctness and appropriateness of classification.

· Oversee and manage the balance sheet, including account reconciliations. Monitor risks associated with ageing balances for A/R, A/P, unbilled media and other key accounts. Advise of provision requirements as necessary.

· Oversee client billing processes, including media billing, pass-through costs, and reconciliations

· Ensure compliance with match pay and sequential liability

· Manage and track cash balances, including reconciliation of client and agency cash balances on a monthly basis

· Work closely with Human Resources to ensure payroll and benefits are accurate and paid timely.

Compliance & Controls

· Develop and implement policies/procedures in support of and consistent with Company Objectives.

· Maintain and improve internal controls to safeguard company assets

· Ensure compliance with tax filings, audits, and regulatory requirements

· Manage relationships with external auditors, tax advisors, and banking partners

· Manage annual audit with external audit firm

· Responsible for maintaining a relationship with the Company’s lending bank, including the management and review quarterly bank covenant calculations

Systems & Process Improvement

· Own and optimize financial systems and tools (ERP, billing systems, time tracking, etc.)

· Identify opportunities to improve efficiency, accuracy, and scalability of financial processes

· Support system implementations or upgrades as the agency grows

Leadership & Collaboration

· Manage and mentor accounting staff, fostering a high-performing finance team

· Collaborate closely with leadership, operations, media, and client service teams

· Act as a trusted financial advisor to senior leadership

Required Skills/Abilities

· Excellent verbal, and written communications skills

· Ability to work in a fast pace, high energy environment to support our growing business

· Experience scaling finance operations in a growing organization

· Possesses a strong work ethic and initiative with a mindset of accountability and ownership

· Ability to solve problems and handle complex details

· Independent judgment and takes initiative in absence of specific directions

· Proficient in various accounting, financial and MRP/ERP software use

· Familiarity with media buying platforms such as Mediaocean and Strata

Education and Experience

· Bachelor's degree in accounting or business administration; Master’s or MBA preferred

· Certified Public Accountant or Certified Management Accountant designations a plus

· 10+ years cost/managerial accounting experience in a manufacturing environment, with advertising experience preferable

As a Director in Accounting Advisory, you will provide various accounting advisory services including, but not limited to, IPO and M&A Readiness, CFO Advisory, SEC Compliance & Financial Reporting, Transaction Advisory, Technical Accounting Research & Position Papers, and addressing the need for continuous improvement and optimization of the finance and accounting functions. In addition, the ideal candidate has a strong desire to build and maintain a book of business.To succeed in this role, you should also have strong coaching and team management skills, as well as the desire to mentor staff.

Key Responsibilities:

• Delegate the preparation of the financial statements and technical accounting position papers to the engagement team members for both public and private companies, as well as other required support materials.
• Independently research and oversee the research by team members of complex accounting topics, to evaluate potential solutions and provide guidance to the team on next steps.
• Review accounting memos, financial statements, and other client deliverables prepared by engagement team members, ensuring general accounting standards are applied appropriately. Provide detailed review comments to preparer(s).
• Independently provide conclusions and recommendations on application of complex accounting guidance to clients and external parties, as requested by the client.
• Independently facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals.
• Assist engagement partners in developing budget plans, communicate those budgets to the engagement team and monitor team progress.
• Take ownership of the engagement while managing upward and downward expectations to ensure deadlines are met and project stays on budget.
• Lead multiple engagement teams simultaneously to further the Firm’s goals and objectives.

Requirements:

• Bachelor's degree in relevant discipline (e.g. Accounting, Finance or Business Related Field) required.
• 10+ years of relative accounting experience; public accounting or professional services experience highly preferred.
• Experience with public companies.
• CPA is required.
• Strong working knowledge/expertise with any of the following:
  • Preparation of SEC filings including Form 10-K, 10-Q, S-1 and 8-K/A
  • Addressing SEC Comment Letters
  • Technical Accounting Research & Position Papers
  • IPO Readiness & Reporting
  • Carve-out Financial Reporting
• Have an understanding of the services offered by the Firm, look for opportunities to represent the Firm, grow the client base and increase brand recognition.
• Successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements
• Advanced in Microsoft Office Suite with an emphasis on Excel skills.

Core Responsibilities:  

• Fundamental understanding of how the trial balance works and how it is mapped to financial statements. Begin to understand baseline concepts in preparation of trial balances. 
• Accurately reflect adjusting journal entries within the financial statement. 
• Fundamental understanding of core accounting advisory topics which will have an impact on financial statements. 
• Leverage firm templates and technology to roll forward financial statements and trial balances. 
• Identify time allocated to out of scope tasks not identified in the scope of work and alert manager. 
• Communicate to the team on daily project status and reach out for work when there is downtime.  
• Build in person connections with peers and managers. 
• Review utilization for yourself and all direct reports align with expectations. 
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

 Qualifications: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Above average written and verbal communication skills. 
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition. 
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

 Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Begin pursing certifications.  
• 2+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.  

In accordance with applicable pay transparency laws, Centri discloses the compensation range for this position as $60,000-80,000 annually. This range reflects the expected base salary for candidates who meet the qualifications and experience outlined in the job posting. Final compensation will be determined based on a variety of factors, including but not limited to skills, relevant experience, education, and geographic location. Additional components such as performance bonuses, and comprehensive benefits may be offered as part of the total compensation package.