Dartmouth Partners
- Lead financial and data analysis for the organization with a focus on revenue and profitability
- Highlighting future performance concerns and opportunities and supporting in planning commercial activities required to remediate any gaps to target
- Develop and maintain financial models to evaluate various commercial scenarios, pricing structures, and potential opportunities and risks
- Support the calculation of SaaS metrics including; Customer Acquisition Cost (CAC), Customer Lifetime Value, (LTV), Annual Recurring Revenue (ARR), CAC:LTV Ratio, Customer Churn
- Identify key data sources and utilize data-driven insights about important operational metrics to improve business decisions
- Develop productive partnership working with other Departmental/Business Unit leads in the region, and across the company to drive the commercial growth strategy profitably.
Reporting, Budgeting & Forecasting
- In partnership with the Commercial Org/Business Unit leads coordinate, prepare and analyze monthly, quarterly and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results
- Establish budget and operating benchmarks, to assist in preparation of monthly / annual forecasts
- Build strong financial models for the business, utilizing understanding of financial reporting and cash flow forecasting
- Preparation of reports and analyses for various board and management presentations
Data & Reporting infrastructure
- Work cross-functionally to implement tools and systems to ensure margins are optimized across the company
- Liaising closely with the Data team, support the development and ongoing maintenance of key dashboards
- Working with the Commercial, RevOps & Data teams, drive consistency and standardization across companywide metrics to allow for value added analysis
