Teams at EverCommerce

Leads FP&A for EverHealth, overseeing annual planning, budgeting, rolling forecasts, long-range planning, variance analysis, executive reporting, financial modeling, and business performance reviews. Partners with executive and cross-functional leaders on revenue, expenses, investments, headcount, commercial strategy, and resource allocation. Manages the FP&A team, improves planning processes and systems, and supports board and earnings materials.

The Treasury Analyst manages daily cash positions, cash forecasting, liquidity planning, banking administration, payment activities, intercompany transfers, and treasury controls. The role supports month-end close, cash and debt reporting, banking documentation, process improvements, reporting automation, and cross-functional finance projects while partnering with Accounting, FP&A, AP, AR, Payroll, and Tax.

Own sales forecasting, commissions, territory and quota planning, deal desk, order-to-cash audits, and partner attribution. Build reporting and dashboards, improve forecast accuracy, enforce pricing and discount discipline, and provide actionable insights to leadership. Manage two direct reports and drive sales productivity through process improvements, AI tools, predictive modeling, and LLM-assisted workflows. Partner with Sales, Finance, Legal, People, and executive leadership across a distributed SaaS organization.