Graphite Financial Benefits Overview

As a Customer Success Senior Specialist, manage B2B client relationships, oversee onboarding, ensure value realization across financial services, and drive retention and expansion efforts.

Lead a finance team and deliver financial analysis, budgeting, forecasting, and client presentations. Collaborate with clients on financial performance and fundraising.

Lead FP&A service delivery for multiple clients: manage analysts, build dashboards and assumptions-driven financial models, prepare monthly financial reports, run budgeting and forecasting, analyze unit economics and margins, collaborate with accounting, and perform ad-hoc analyses to support fundraising and strategic decisions.