Teams at PerformLine

Hands-on Controller responsible for financial close and reporting, managing Quote-to-Cash and Procure-to-Pay, owning accounting systems, driving process improvements, leading the finance team, and partnering with the CFO on strategic transactions.

Own full-cycle enterprise sales into financial services: build pipeline, source opportunities, run complex multi-stakeholder deals, and close. Use AI tools and Salesforce to research accounts, forecast, and accelerate expansion into insurance and wealth management while partnering with marketing and client success.