JOB DESCRIPTION:Responsibilities:Enable our Sales, Marketing, Finance and Operations teams to grasp business vitality, achieve targets through enhanced strategies, automated workflows, and impactful dashboards & predictionsSupervise systems that fortify go-to-market strategies in alignment with the goals of the business and streamline the customer journeyEnsure seamless operation and scalability of all our go-to-market systems, aligned with our growth ambitions, alongside mandates from finance and operations within the businessManage daily accounting processes throughout the revenue cycle, spanning from order management, approval, to fundingCollaborate closely with executive leadership to frame, implement, measure, and analyze the impact of KPIsWork with budget owners in the business and coordinate Month/Quarterly/ Yearly planning from an FP&A perspectiveElevate data quality and extract crucial insights through comprehensive analysis across various data setsDevelop both bottom-up and top-down revenue models to identify gaps and strategic areas for enhancement, guiding hiring decisionsInfluence the allocation of marketing funds by creating a comprehensive attribution model.Utilize outputs from this model to align with Sales, Marketing, and Finance and Operations teams, crafting a revenue model in sync with company objectives.Continuously refine and communicate updates to significant business stakeholders.Requisite Experience:Minimum of 4-7 years of revenue operations experienceExperience with FP&A in a SaaS environmentCPA PreferredStrong data analysis skillsExperience in Finance and FP&A Operations – working with Leadership and building out financial modelsProfessional demeanor, meticulous attention to detail, and an inherent drive to exceed expectationsAdvanced proficiency and familiarity with the relevant Tech Sales and Operations toolsExperience in Wealth Management and/or Asset Management is an asset