07/31/2026 updated
100 % available
AI-Driven FP&A Automation & Financial Systems | SaaS Unit Economics & Board Reporting
Braintree, USA
Only remote
B.A. in Mathematics & Pre-Business, College of the Holy CrossAbout me
I'm a finance guy who ships code. 10+ years in FP&A in SaaS, cloud, and retail. Lately I've been building AI systems that make finance teams faster than their spreadsheets. I design & deploy agents & pipelines myself. An agent that runs month-end close and a KPI scorecard the board actually reads.
AI AgentsApplication Programming Interfaces (APIs)Corporate FinanceC++ (Programming Language)Software as a ServiceFinance SoftwaresFinancial SystemsFinancial SoftwarePython (Programming Language)SAP FISAP FinanceLarge Language ModelsDatabricks
AI-Driven FP&A Automation
Design and deployment of AI-powered financial intelligence systems, including Claude Code agents and API-connected data pipelines for autonomous month-end close reconciliation, KPI reporting, and forecasting — replacing manual Excel-based FP&A workflows.
Financial Systems Integration (SQL & APIs)
Integration of financial systems using SQL and APIs to connect GL, billing, and CRM data directly, enabling audit-ready, live reporting across platforms such as Databricks, Looker, dbt, NetSuite, HubSpot, and Salesforce.
SaaS Unit Economics & Financial Modeling
Building and governing SaaS unit economics models covering NDR, CAC, cohort retention, ARR by segment, IRR/NPV analyses, and product-level P&L to support executive decisions and board-facing reporting.
Board & Executive Reporting
Creation of board- and C-suite-facing KPI scorecards consolidating ARR, P&L, headcount, and AI-usage metrics into live Monthly Business Review dashboards, extended into peer-benchmarking and IPO-readiness reporting.
ARR, Cohort & Unit Economics Analytics
Analysis and modeling of ARR cohorts, gross margin, COGS planning, and unit economics across 8-figure annual cost bases, with governed data pipelines and automated test harnesses.
Close Automation & Audit-Ready Controls
Development of autonomous month-end close reconciliation frameworks for AR, bad-debt, and deferred-revenue across multiple entities and currencies, with built-in tie-out checks adopted as reusable frameworks.
Databricks / Looker / dbt Pipelines
Architecture of financial intelligence layers linking Databricks, Looker, and dbt into automated variance analysis, KPI reporting, and forecasting inputs.
Cross-Functional Finance Partnering
Leadership of cross-functional working groups across Product, Engineering, GTM, and Finance, advising CFO and CHRO on operating scenarios, budgets, and growth priorities for large SaaS businesses.
Cloud & Technology Spend Management
Management and benchmarking of large-scale SaaS and cloud spend across Azure, AWS, and Oracle, including negotiation of technology agreements and identification of significant cost savings.
Strategic Sourcing & Procurement Analytics
Leadership of sourcing events and spend-analytics programs exceeding $100M, improving gross margin and reducing costs through data-driven procurement strategies.
Design and deployment of AI-powered financial intelligence systems, including Claude Code agents and API-connected data pipelines for autonomous month-end close reconciliation, KPI reporting, and forecasting — replacing manual Excel-based FP&A workflows.
Financial Systems Integration (SQL & APIs)
Integration of financial systems using SQL and APIs to connect GL, billing, and CRM data directly, enabling audit-ready, live reporting across platforms such as Databricks, Looker, dbt, NetSuite, HubSpot, and Salesforce.
SaaS Unit Economics & Financial Modeling
Building and governing SaaS unit economics models covering NDR, CAC, cohort retention, ARR by segment, IRR/NPV analyses, and product-level P&L to support executive decisions and board-facing reporting.
Board & Executive Reporting
Creation of board- and C-suite-facing KPI scorecards consolidating ARR, P&L, headcount, and AI-usage metrics into live Monthly Business Review dashboards, extended into peer-benchmarking and IPO-readiness reporting.
ARR, Cohort & Unit Economics Analytics
Analysis and modeling of ARR cohorts, gross margin, COGS planning, and unit economics across 8-figure annual cost bases, with governed data pipelines and automated test harnesses.
Close Automation & Audit-Ready Controls
Development of autonomous month-end close reconciliation frameworks for AR, bad-debt, and deferred-revenue across multiple entities and currencies, with built-in tie-out checks adopted as reusable frameworks.
Databricks / Looker / dbt Pipelines
Architecture of financial intelligence layers linking Databricks, Looker, and dbt into automated variance analysis, KPI reporting, and forecasting inputs.
Cross-Functional Finance Partnering
Leadership of cross-functional working groups across Product, Engineering, GTM, and Finance, advising CFO and CHRO on operating scenarios, budgets, and growth priorities for large SaaS businesses.
Cloud & Technology Spend Management
Management and benchmarking of large-scale SaaS and cloud spend across Azure, AWS, and Oracle, including negotiation of technology agreements and identification of significant cost savings.
Strategic Sourcing & Procurement Analytics
Leadership of sourcing events and spend-analytics programs exceeding $100M, improving gross margin and reducing costs through data-driven procurement strategies.
Experience
Professional experience10+ years
Freelancer since2025
Languages
EnglishNative speaker
Project history
Architected a Claude Code-powered financial intelligence layer linking Databricks, Looker, and dbt into automated variance analysis, KPI reporting, and forecasting. Designed and deployed an autonomous month-end close reconciliation agent for AR, bad-debt, and deferred-revenue. Built a board- and C-suite-facing KPI scorecard consolidating ARR, P&L, headcount, and AI-usage metrics. Owned AI gross-margin and COGS planning across an 8-figure annual cost base. Rebuilt core SaaS unit economics (NDR, CAC, cohort retention) on a governed data pipeline.
Managed planning and decision support for $100M+ in annual cash COGS for global server investment. Built unit-economics models, IRR and NPV analyses, and a product-level P&L to guide new platform investments. Led pricing and deal structuring for a major product migration and identified $20M+ in ARR savings.
Advised the CFO and CHRO on operating scenarios and the budget for a $1B PE-backed SaaS business. Managed and benchmarked $95M in annual SaaS and cloud spend across Azure, AWS, and Oracle; negotiated technology agreements that saved $4.2M annually.