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Deliver financial planning platform implementations, manage project plans and deadlines, build financial models, and onboard, train, and support clients. Explain financial and technical concepts to stakeholders, apply FP&A knowledge to improve budgeting, forecasting, reporting, and consolidation processes, and collaborate with Engineering and Product teams on platform innovations.

The Strategic Initiatives Lead partners with the Chief of Staff to solve high-priority business problems across Growth and go-to-market functions. Responsibilities include identifying scalable pipeline channels, building AI-enabled demand-generation workflows with tools such as Clay and n8n, analyzing data, executing initiatives end to end, developing recommendations, and documenting successful processes into repeatable playbooks.

Build performant, reusable frontend interfaces for complex finance and business-planning workflows, including data visualizations, customization tools, modeling components, and real-time calculations. Collaborate with product, design, operations, and engineering teams; incorporate customer feedback; optimize data structures and application performance; maintain observability; and take operational ownership of developed components.