Oceans

• Manage and optimize your client’s work calendar, scheduling meetings, appointments, and events based on business priorities. • Coordinate meetings with internal teams, clients, and other stakeholders, ensuring efficient use of their time. • Organize and prioritize daily tasks, meetings, and follow-ups to ensure deadlines are met. • Handle business travel arrangements based on the client’s work schedule and specific needs. • Serve as the point of contact for your client’s emails, phone calls, and other professional communication, ensuring responses are timely and professional. • Manage and streamline the flow of information to ensure your client receives all the relevant updates and data they need. • Prepare and organize materials for meetings, including agendas, presentations, and reports. • Act as a liaison between your client and their internal teams, ensuring smooth communication and follow-through on tasks and initiatives. • Help manage positive and productive relationships with key stakeholders. • Provide logistical support for client-facing meetings, including coordination of schedules, follow-ups, and additional requirements. • Coordinate small-scale projects and tasks that align with your client’s strategic goals, tracking progress and ensuring all milestones are achieved. • Research and compile information as needed for ongoing tasks or initiatives. • Assist with ensuring deadlines are met, proactively following up on open tasks.

• Ensure seamless day-to-day operations by managing workflows, optimizing internal processes, and maintaining clear documentation. • Draft company policies, SOPs, and internal guidelines to enhance structure and clarity. • Identify inefficiencies in business operations and implement practical solutions to improve overall performance. • Coordinate cross-functional initiatives, ensuring teams are aligned with key business objectives. • Track and analyze key performance indicators (KPIs) to measure operational success and identify areas for improvement. • Manage the flow of critical business information, ensuring the Executive has timely access to relevant insights. • Maintain strong relationships with internal and external stakeholders to facilitate smooth operations and decision-making. • Collaborate with the client to identify opportunities for business scalability and efficiency. • Implement best practices and support long-term strategic planning efforts to drive sustainable growth. • Serve as the point of contact for your client’s emails, phone calls, and other professional communication, ensuring responses are timely and professional.

• Develop and implement marketing strategies aimed at brand and/or revenue growth, focusing on social media, paid ads, content creation, and lead generation. • Track and report on the performance of marketing campaigns, adjusting tactics to maximize impact. • Collaborate with teams to produce engaging content that aligns with brand goals, and at times, take the lead in developing content yourself. • Manage budgets and optimize spend across various channels to maximize ROI. • Oversee and refine marketing workflows to ensure efficiency and consistent execution across campaigns. • Develop and maintain detailed content calendars and schedules, ensuring timely delivery of campaigns and content. • Collaborate with cross-functional teams to ensure marketing efforts are aligned with business objectives and KPIs. • Foster strong relationships with internal teams and external partners to drive collaborative success. • Provide insights and guidance to stakeholders, ensuring alignment with broader company goals. • Conduct ongoing analysis of marketing efforts, identifying areas for optimization and refinement. • Keep up-to-date with marketing trends, tools, and best practices to ensure the company remains competitive. • Serve as the point of contact for your client’s emails, phone calls, and other professional communication, ensuring responses are timely and professional. • Manage and streamline the flow of information to ensure your client receives all the relevant updates and data they need. • Prepare and organize materials for meetings, including agendas, presentations, and reports.

• Own full-cycle accounting across multiple client entities. • Manage general ledger activities, reconciliations, journal entries, and month-end close processes. • Oversee bill payments, approvals, audit trails, and cash management activities. • Monitor cash flow, liquidity, and banking operations. • Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct. • Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports. • Perform variance analysis against budgets, forecasts, and prior performance. • Ensure reporting is accurate, reconciled, and decision-ready. • Transform financial reporting into actionable insights that support business and personal financial decisions. • Present financial information clearly to both financial and non-financial stakeholders. • Translate financial data into meaningful recommendations and strategic insights. • Lead financial planning discussions around liquidity, spending optimization, and major financial decisions. • Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives. • Identify financial risks, inefficiencies, and opportunities proactively. • Support clients in making informed decisions through thoughtful financial analysis. • Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders. • Support tax planning workflows by preparing financial information and documentation. • Maintain strong financial governance, controls, and documentation standards. • Monitor unusual financial activity and proactively escalate potential issues. • Help ensure seamless financial operations across multiple entities and stakeholders. • Evaluate and implement improvements to financial systems and reporting workflows. • Support automation and dashboard initiatives that improve financial visibility. • Strengthen financial controls, documentation, and audit readiness. • Identify opportunities to improve operational efficiency and reporting quality. • Help build scalable financial processes that support long-term growth.

Role Description As a Strategic Finance Lead, you will play a critical role in supporting a modern family office platform serving high-net-worth individuals and multi-entity households. You'll work closely with clients to oversee financial operations while delivering strategic insights, financial planning, and decision support across complex financial environments. This role is ideal for someone who combines strong financial and accounting expertise with strategic thinking, commercial judgment, and exceptional communication skills. You will act as a trusted financial partner, translating complex financial information into clear recommendations that help clients make confident, informed decisions. Accountability Your success as a Strategic Finance Lead will be defined by your ability to provide accurate financial visibility, deliver strategic insights, and help clients make informed financial decisions across multiple entities. Here's how you'll make an impact: - Financial Operations & Accounting Ownership - Own full-cycle accounting across multiple client entities. - Manage general ledger activities, reconciliations, journal entries, and month-end close processes. - Oversee bill payments, approvals, audit trails, and cash management activities. - Monitor cash flow, liquidity, and banking operations. - Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct. - Client Reporting & Financial Analysis - Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports. - Perform variance analysis against budgets, forecasts, and prior performance. - Ensure reporting is accurate, reconciled, and decision-ready. - Transform financial reporting into actionable insights that support business and personal financial decisions. - Present financial information clearly to both financial and non-financial stakeholders. - Strategic Finance & Advisory - Translate financial data into meaningful recommendations and strategic insights. - Lead financial planning discussions around liquidity, spending optimization, and major financial decisions. - Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives. - Identify financial risks, inefficiencies, and opportunities proactively. - Support clients in making informed decisions through thoughtful financial analysis. - Family Office Coordination - Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders. - Support tax planning workflows by preparing financial information and documentation. - Maintain strong financial governance, controls, and documentation standards. - Monitor unusual financial activity and proactively escalate potential issues. - Help ensure seamless financial operations across multiple entities and stakeholders. - Systems & Process Improvement - Evaluate and implement improvements to financial systems and reporting workflows. - Support automation and dashboard initiatives that improve financial visibility. - Strengthen financial controls, documentation, and audit readiness. - Identify opportunities to improve operational efficiency and reporting quality. - Help build scalable financial processes that support long-term growth. Qualifications - Experience: 5–10+ years of experience in strategic finance, FP&A, family office environments, public accounting, corporate finance, or similar finance leadership roles. - Accounting Expertise: Strong foundation in full-cycle accounting, financial reporting, reconciliations, month-end close, and financial controls across multiple entities. - Strategic Finance: Demonstrated experience building financial models, scenario analyses, forecasts, and decision-support tools that influence business outcomes. - Financial Systems: Proficiency with accounting platforms such as QuickBooks, Xero, Intacct, and advanced Excel or Google Sheets. - Client Advisory: Strong ability to communicate financial information clearly and confidently with clients and senior stakeholders, translating complex financial concepts into practical recommendations. - Analytical Thinking: Excellent financial analysis, commercial judgment, and problem-solving skills with a proactive approach to identifying risks and opportunities. - Ownership & Autonomy: Ability to independently manage complex financial responsibilities while balancing execution with strategic advisory work. - Professional Qualification: CPA (or equivalent professional accounting qualification) strongly preferred. Role Specifications - This is a remote role where you'll be expected to work a split shift with meaningful overlap with our client's Pacific Time (PT) working hours. - You will also be expected to be present for in-person training programs during your first 3.5 weeks with us.

• Support with Clients' onboarding processes. • Oversee the health of each partnership. • Proactively address instances of misalignment. • Ensure a productive and supportive working relationship for the long haul. • Facilitate calls with Clients and Divers to ensure alignment. • Manage Client dissatisfaction or misalignment proactively and reactively. • Maintain infrastructure to support satisfaction and growth. • Act as the voice of the Client in the internal development process.

• Develop and implement comprehensive digital marketing strategies that align with our client’s business goals. • Conduct market research and competitor analysis to identify opportunities and threats in the digital landscape. • Identify and prioritize key digital channels for maximum impact, including SEO, SEM, social media, email, and content marketing. • Plan, launch, and manage PPC campaigns across Google Ads, Facebook Ads, LinkedIn Ads, and other platforms. • Monitor and optimize campaigns to maximize ROI and achieve key performance indicators (KPIs). • Leverage A/B testing, conversion rate optimization, and data analytics to refine campaign performance. • Develop and manage high-quality content, including blogs, articles, infographics, and videos, to align with brand messaging and goals. • Implement social media strategies to build brand awareness and foster audience engagement. • Create and maintain a content calendar to ensure consistent, timely delivery of content across all digital channels. • Monitor social media performance, engage with followers, and manage community interactions. • Develop and execute email marketing campaigns to nurture leads and retain customers. • Track, analyze, and report on the performance of all digital marketing activities using analytics tools.

• Build and maintain detailed financial models to support business planning and strategy. • Develop robust, defensible forecasts that help executives navigate future outcomes. • Continuously seek better ways to model and measure business performance. • Conduct variance analysis and go beyond accounting data to identify root causes. • Verify and validate data accuracy, flag inconsistencies, and propose corrections. • Analyze company-wide data to surface key trends and opportunities. • Build templates to track KPIs and performance metrics across the business. • Conduct ad-hoc financial analysis to support cross-functional needs. • Support senior leadership with updates on market dynamics and competition. • Field financial data queries from cross-functional teams. • Play a key role in investor communications and due diligence processes.

• Own and execute the club’s organic social media strategy across TikTok, Instagram, Facebook, X, and YouTube. • Develop and maintain content calendars aligned with match schedules, transfer windows, club announcements, sponsorship initiatives, and key campaigns. • Drive follower growth, engagement, impressions, and overall audience expansion. • Identify emerging platform opportunities, content formats, and growth strategies. • Translate business and brand objectives into high-performing social content initiatives. • Produce and publish high-volume, platform-native content across multiple social channels. • Repurpose content from club assets, media partners, creators, and user-generated content. • Create engaging short-form and long-form content optimized for each platform. • Independently edit video content and adapt creative assets for different audiences and formats. • Maintain consistency in visual identity, storytelling, and brand presentation. • Actively engage with supporters and followers across all major social platforms. • Monitor comments, direct messages, audience sentiment, and community conversations. • Foster meaningful engagement and strengthen relationships with supporters. • Escalate reputation risks, audience concerns, and important feedback appropriately. • Help build a highly engaged and globally connected football community. • Lead social media execution across match days throughout the season. • Publish real-time content including highlights, reactions, results updates, and behind-the-scenes coverage. • Coordinate with internal media teams and stakeholders to ensure timely content delivery. • Maintain high-quality engagement and storytelling during live sporting events. • Track and analyze key performance metrics including reach, engagement, impressions, video views, and follower growth. • Produce regular performance reports and strategic recommendations. • Identify content gaps, growth opportunities, and areas for improvement. • Apply platform insights and audience data to optimize future content performance. • Continuously refine social media strategies based on evolving trends and results. • Work closely with the Director of Communications, club leadership, media teams, creative partners, and other key stakeholders to execute the club’s digital growth strategy and elevate its global presence.

• Manage and prioritize a high-volume executive inbox, ensuring important communications receive timely attention. • Categorize urgent and non-urgent matters and create actionable follow-up summaries. • Coordinate complex calendar management across multiple stakeholders, priorities, and time zones. • Support executive travel logistics, scheduling changes, and related operational coordination. • Track expenses, receipts, reimbursements, and administrative workflows. • Prepare executive briefing materials, meeting preparation documents, and action-item summaries. • Support KPI and OKR tracking processes across multiple business functions. • Review updates and operational reporting for completeness, quality, and accuracy. • Identify blockers, inconsistencies, and execution gaps and proactively surface recommendations. • Help maintain accountability and follow-through across teams and initiatives. • Coordinate operational workflows and support cross-functional execution efforts. • Support organisational initiatives that improve execution, visibility, and alignment across teams. • Maintain CRM hygiene and support operational process consistency. • Identify opportunities to improve workflow efficiency through automation and process improvements. • Contribute to the development of operational systems that support long-term growth. • Apply systems thinking to improve organizational effectiveness and reduce operational friction. • Coordinate scheduling, communications, and logistics related to executive initiatives and external engagements. • Review documentation and communications for consistency and quality. • Help maintain communication standards, templates, and organizational documentation. • Support the creation and maintenance of scalable operational systems and processes. • Document workflows, procedures, and best practices that improve organizational effectiveness.