Administer the company’s equity program in Carta, maintaining cap table and award records from grant approval through employee departures. Reconcile equity data with payroll and accounting records, resolve discrepancies, coordinate transactions across Legal, Finance, People, payroll, and leadership, and support reporting, audits, valuations, and board materials. Provide clear employee guidance, strengthen controls and procedures, and use AI tools responsibly while protecting confidential information.

Lead FP&A and strategic finance for a high-growth SaaS company. Own long-term planning, forecasting, scenario modeling, variance analysis, investment cases, executive financial narratives, and sales compensation administration. Partner with GTM, Product, and functional leaders to drive decisions, build and scale the FP&A team, modernize planning workflows with AI, and maintain strong financial controls, governance, and data confidentiality.

Leads revenue accounting for a growing SaaS business, overseeing ASC 606 guidance, revenue close, technical accounting memos, audits, billing and revenue operations, internal controls, and order-to-cash improvements. Partners with Finance, Sales, Legal, Deal Desk, FP&A, Engineering, and Business Platform teams to scale systems and processes. Manages and develops the revenue accounting team while using AI to improve contract analysis, variance analysis, audit support, and workflow automation.