Teams at AppDirect

Support monthly, quarterly, and annual planning by building forecasts, budgets, and variance analyses. Own management reporting and dashboards across revenue, headcount, and expenses. Partner with cross-functional stakeholders to improve forecasting, surface trends, and enhance reporting frameworks and finance processes to inform business decisions.

Perform budgeting, forecasting, variance analysis, and management reporting for a SaaS business segment. Build and maintain financial models and dashboards, partner with cross-functional stakeholders to develop forecasts, surface trends/risks/opportunities, and improve planning and reporting processes to support business decision-making.

Administer and maintain the company CRM (HubSpot, Salesforce) and broader revenue tech stack. Configure objects, workflows, integrations (APIs, webhooks, iPaaS), user roles, SSO/2FA, and security. Ensure data integrity via deduplication and validation, build reports and dashboards, develop governance and SOPs, conduct access reviews, and train cross-functional teams.