ActivTrak

Data Analyst

• Design, develop, and optimize dashboards using Power BI, Looker Studio, Tableau, or similar tools
• Create interactive reports that translate productivity data into operational insights for ActivTrak customers
• Support data integration with third-party systems to enhance reporting capabilities
• Partner with engineers to validate data accuracy, integrity, and consistency
• Implement data validation processes to maintain high-quality analytical outputs
• Conduct deep analysis of workforce and productivity trends using SQL and Python
• Deliver data-driven recommendations that empower customers to optimize performance and decision-making
• Support HR, Operations, and Product teams by querying key datasets from Google BigQuery
• Ensure timely and accurate responses to ad-hoc data needs
• Collaborate on the development and refinement of productivity measurement frameworks
• Align metrics with evolving business goals and customer needs

Financial Planning and Analysis

• Build and maintain the annual budget, quarterly forecasts, and long-range financial model
• Own monthly and quarterly reporting, including variance analysis, KPI dashboards, and board reporting materials and cadence
• Partner with department leaders on budget ownership and spend accountability
• Develop SaaS metrics tracking and analysis, including ARR, NRR, CAC, LTV, and rule of 40
• Model scenarios for pricing, headcount, and go-to-market investment decisions
• Support fundraising and diligence processes with data room materials and financial models under the CFO's direction
• Ensure data integrity across finance systems in partnership with accounting
• Work as an individual contributor

Director, Finance, Planning, Analysis

Controller

• Oversee and manage all accounting operations with two direct reports
• Manage day-to-day accounting operations, including journal entries, account reconciliations, and general ledger maintenance
• Process bi-weekly payroll
• Oversee accounts payable, accounts receivable, and cash management
• Implement and maintain internal controls and accounting policies
• Lead account analysis and variance investigation
• Identify and implement AI-enabled accounting tools and workflow automations
• Execute month-end close procedures and prepare closing schedules
• Manage accruals, prepayments, and period-end adjustments
• Consolidate financial data and prepare preliminary results for management review
• Resolve month-end issues with cross-functional teams
• Own revenue recognition under ASC 606 and validate revenue transactions, contracts, and performance obligations
• Calculate and record revenue adjustments, deferred revenue, and revenue reclassifications
• Prepare revenue schedules and audit documentation
• Collaborate with RevOps on billing and integration tasks affecting revenue
• Assist the Controller with external auditors and coordinate audit activities
• Prepare audit schedules, trial balances, and supporting documentation
• Address auditor findings and implement corrective actions
• Manage audit timelines and responses to audit requests
• Assist with federal, state, and local tax return requests
• Maintain tax schedules, accruals, and documentation
• Track and report payroll tax and sales tax items

Data Analyst

Director, Finance, Planning, Analysis

Assistant Controller