Teams at Monarch Money

Own and mature the company-wide procurement program, including Zip administration, strategic sourcing, vendor negotiations, technology-spend management, and vendor oversight. Partner with Finance, Engineering, Legal, Security, IT, and business leaders to optimize SaaS, cloud, data, and AI spending. Improve procurement policies, workflows, reporting, employee adoption, and automation while translating usage and spend insights into commercial decisions.

Design, implement, and improve Monarch's leadership operating system and planning cadences. Own quarterly and annual planning mechanics, drive execution of cross-functional priorities, build documentation and artifacts to scale execution, and partner with founders and leaders to remove friction and improve decision-making.

Support annual budgeting, quarterly forecasting, long-range planning, scenario modeling, and maintenance of the three-statement financial model. Partner with department leaders on budgets, headcount, spending, and variances; approve and monitor vendor spend; support month-end close and reporting. Prepare investor and board materials, perform ad hoc analysis, and automate recurring reporting using finance and business intelligence tools.