Digital Media Solutions

• Assist with monthly, quarterly, and annual close processes under the direction of senior accounting staff • Prepare journal entries, account reconciliations, and supporting schedules for review by senior team members • Assist with reconciling subledger activity to general ledger balances; identify discrepancies and escalate to senior staff for resolution • Support variance analysis on balance sheet and income statement accounts as directed • Assist with the preparation of financial reporting deliverables for management and corporate reporting, including segment-level support • Assist with posting payroll-related journal entries in NetSuite under the guidance of senior accounting staff • Support general ledger accounting by preparing documentation and audit-ready support for transactions • Maintain documentation of accounting processes and support adherence to internal controls and company policies • Assist with ad hoc reporting, analysis, and special projects as needed • Support senior team members in identifying opportunities for process improvements and operational efficiencies

• Design and write complex SQL queries to aggregate auction data AWS. • Structure large-scale event data into a centralized data warehouse. • Build and maintain data models that define core business metrics. • Ensure Finance, Technology, and Business teams are working from consistent and reliable data. • Lead the transition from legacy reporting tools to Looker. • Develop LookML models and dashboards tracking signal volume, API performance, and customer activity trends. • Partner with Finance to measure unit economics, margin by signal type, and revenue attribution. • Partner with Technology teams to monitor signal delivery and data health using AWS logs and Datadog. • Partner with Business Units to build profitability views showing which signal channels drive the most value. • Maintain data integrity across Last Activity API and Activity Signal products. • Identify and resolve data discrepancies and latency issues before they impact reporting or billing accuracy. • Define and document analytics standards and best practices for the broader team.

• Build and maintain real-time revenue forecasting models that incorporate qualitative inputs, historical performance trends, and seasonal patterns • Align forecasting outputs with business unit targets and translate projections into actionable guidance for revenue teams • Develop and own dashboards and reports, in and out of Looker, that provide clear, objective visibility into revenue performance trends across BUs • Deliver WoW, MoM, and QoQ trend analysis that identifies key performance drivers and removes guesswork from actuals • Partner with the Data team to ensure reporting infrastructure supports RevOps analytical needs • Evaluate the revenue impact of proposed operational changes before they are implemented • Partner with business unit leaders to pressure-test revenue and GP assumptions with live data • Analyze pipeline KPIs against budget targets to identify gaps and opportunities • Proactively identify opportunities for revenue and GP growth, and flag areas of underperformance before they become problems.

• Be the go-to HR partner for leaders across the business • Own employee relations from start to finish • Coach managers and leaders on feedback and performance • Spot capability gaps and facilitate sessions • Help maintain a strong, inclusive culture across a remote workforce • Contribute to culture initiatives

• Investigate and resolve inbound customer inquiries related to DMS products and services • Guide customers through website navigation and troubleshoot technical issues • Provide timely, professional, and solution-oriented support across customer interactions • Partner with Customer Success Managers and sales teams to support post-sales customer needs • Collaborate with internal teams to resolve customer issues and improve service delivery • Log calls, cases, and support requests accurately and consistently • Maintain organized customer records and follow established support processes • Identify recurring customer issues and communicate trends to internal stakeholders • Support efforts to improve customer experience and operational efficiency

• Build, develop, and lead a high-performing Accounts Payable team. • Own and manage the full accounts payable lifecycle, including purchase orders, invoices, disbursements, and employee expense reimbursements. • Ensure timely, accurate processing of high-volume transactions while maintaining strong internal controls. • Review and approve invoices for proper coding, documentation, and alignment with Delegation of Authority requirements. • Oversee vendor management processes, including onboarding and maintenance of accurate vendor records. • Lead payment operations across various payment methods, ensuring security and compliance. • Partner with internal stakeholders to improve coding accuracy and streamline workflows. • Act as the primary point of escalation for vendor inquiries and discrepancies. • System owner for expense reimbursement platform, Emburse.

• Own the maintenance and quarterly refresh of consolidated forecasts (3+9, 6+6, 9+3) • Support and help drive the annual budgeting process, including business unit input collection, consolidation, and executive review materials • Maintain forecast assumptions, scenario logic, and version control across planning cycles • Build and maintain monthly board reporting packages, including P&L performance, variance commentary, and KPI reporting • Partner with the VP of FP&A to develop executive-level narratives on performance and trends • Prepare materials for board meetings, audit committee meetings, and lender/investor reporting • Support the monthly reporting process across actuals vs. budget, forecast, and prior year • Analyze revenue, gross margin, and operating expense performance • Identify root causes of variances and clearly communicate drivers and implications • Support multi-year planning and strategic initiatives through scenario modeling • Build flexible models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changes • Partner with business unit leaders and shared services teams to connect operating metrics to financial outcomes • Translate operational drivers (e.g., lead volume, RPO, channel mix) into financial performance insights • Identify opportunities to improve FP&A processes, reporting, and data workflows • Support efforts to automate recurring deliverables and improve reporting efficiency • Perform deep-dive analyses for executive leadership on key business questions • Develop clear, structured analyses to support decision-making across the organization

• Be the go-to HR partner for leaders across the business • Own employee relations from start to finish • Coach managers and leaders on feedback and performance • Help maintain inclusive culture across remote workforce

• Own and support components of the monthly, quarterly, and annual close processes • Prepare and review journal entries, account reconciliations, and supporting analyses • Reconcile subledger activity to general ledger balances, ensuring accuracy and completeness • Perform detailed variance analysis on balance sheet and income statement accounts, identifying drivers and providing clear explanations • Prepare and coordinate financial reporting deliverables for management, segment, and corporate reporting • Post payroll-related journal entries in NetSuite and ensure alignment with payroll reporting and controls • Support general ledger accounting by preparing documentation and audit-ready support for transactions • Maintain and enhance documentation of accounting processes and ensure adherence to internal controls and company policies • Partner with Finance and cross-functional teams to identify opportunities for process improvements and operational efficiencies • Assist with ad hoc reporting, analysis, and special projects as needed

• Own the full sales cycle—from identifying and engaging prospective insurance agents to closing new business. • Prospect, qualify, and convert insurance agents into clients through consultative selling and persistent follow-through. • Conduct high-volume cold calls, emails, and other outbound outreach to prospective agents. • Lead effective discovery conversations to understand each agent's needs, budget, and fit. • Own deals end-to-end—from first contact through initial deposit. • Maintain a consistent and healthy pipeline of active opportunities. • Execute timely, multi-touch follow-up strategies to move deals forward.