Teams at Monarch Money

Design, implement, and improve Monarch's leadership operating system and planning cadences. Own quarterly and annual planning mechanics, drive execution of cross-functional priorities, build documentation and artifacts to scale execution, and partner with founders and leaders to remove friction and improve decision-making.

Support annual budgeting, quarterly forecasting, long-range planning, scenario modeling, and maintenance of the three-statement financial model. Partner with department leaders on budgets, headcount, spending, and variances; approve and monitor vendor spend; support month-end close and reporting. Prepare investor and board materials, perform ad hoc analysis, and automate recurring reporting using finance and business intelligence tools.

Source, onboard, and communicate with affiliate partners; monitor partner performance; create ad hoc reports; identify anomalies and performance gaps; recommend and implement optimizations to increase free-trial starts and subscriptions; and collaborate with Growth Product, Data, and Creative teams to improve affiliate-funnel conversion.