Teams at PerfectServe

Manage rolling forecast and annual operating plan, produce monthly/quarterly financial packages and SaaS KPI reporting, own ARR tracking and variance analysis, automate reporting, partner with functional leaders on headcount/quota modeling, and support strategic modeling, M&A diligence, and ASC 606 revenue reporting.

Lead FP&A activities including owning the rolling forecast, quarterly reforecasts, and annual operating plan. Produce monthly/quarterly financial packages and SaaS KPI reporting (ARR, NRR, bookings, churn). Maintain customer-level ARR, perform variance analysis, automate reporting, partner with department leaders on headcount and budgeting, and run scenario/sensitivity models to support strategic decisions and investor materials. Assist with ASC 606 revenue reporting as needed.

Owns day-to-day relationships with a portfolio of healthcare customers using Lightning Bolt Scheduling. Drives product adoption, workflow optimization, customer satisfaction, retention, renewal readiness, and account health. Uses Salesforce, Zendesk, Pendo, and Looker to monitor utilization and identify risks. Resolves escalated service issues, leads improvement initiatives, coordinates with internal teams, supports account planning and renewals, maintains customer documentation, and travels to client sites as needed.