• Own financial planning and forecasting for the DTC business • Drive efforts to better serve new customer segments, launch new insurance products, and/or partnerships offerings • Apply business judgment and financial insights to drive decision making • Improve the speed and efficiency of our growth • Apply a data-driven analytical approach to influence decision making • Develop and monitor critical financial performance metrics

• Own 1-2 significant projects throughout the summer across one or more of the Strategic Finance subteams (GTM, Ops, etc.) • Contribute to ongoing, ad-hoc projects in partnership with Strategic Finance team members

• Oversee financial operations for multiple fund of funds, direct investment, and SPV vehicles, including capital calls, distributions, cash management, and expense allocations • Review and oversee quarterly NAV calculations, portfolio valuations, and performance reporting provided by third-party fund administrators • Track commitments, unfunded balances, cash flows, and exposure across underlying VC funds • Ensure accurate and timely investor reporting, including capital account statements and fund financials • Prepare and review quarterly and annual financial statements in accordance with GAAP • Manage annual audits, tax filings, and coordination with external auditors and tax advisors • Establish and maintain strong internal controls, financial policies, and procedures • Partner with the compliance team to support regulatory and compliance policies • Oversee management company budgeting, forecasting, and financial reporting • Manage management fee calculations, expense allocations, and GP compensation support • Support cash flow planning and long-term financial strategy for the firm • Serve as a key point of contact for LP finance and operations teams • Support fundraising efforts by providing financial diligence materials and responding to LP inquiries • Assist with ad hoc analyses for investment committee, senior management, and investors • Evaluate and improve financial systems, reporting tools, and workflows • Partner with fund administrators and internal teams to drive efficiency and scalability • Support data integrity across portfolio monitoring and reporting platforms

• Serve as the primary finance point of contact for the payments business, including Stripe-enabled operations, supporting both day-to-day and strategic planning. • Translate complex business questions into analytical frameworks and deliver clear, actionable recommendations. • Elevate financial and metric fluency across Payments, Product, and GTM leaders by coaching stakeholders on payment economics, fee drivers, conversion mechanics, and trade-offs. • Partner with FP&A and Accounting to align forecasts, variance analysis, and executive-level reporting. • Analyze payment flows, transaction volumes, Stripe fee structures, and cost-to-serve dynamics; identify opportunities to improve unit economics. • Evolve profitability models across key dimensions (e.g., practice cohort, segment, product bundle/SKU, channel, payment method, card-present/card-not-present mix). • Monitor recurring and explain recurring revenue streams (ARR/MRR), churn, retention, and upsell performance within payment-enabled products. • Partner with Sales and Customer Success to ensure pricing discipline, discount guardrails, and healthy pipeline economics. • Build and maintain cohort analyses (activation ramp, volume maturity curves, retention/churn, expansion) to inform growth targets and GTM strategies. • Support pricing and monetization strategies for payment-related products and services, including post-launch performance reviews. • Develop SKU-level profitability analysis to identify underperforming offerings and margin improvement opportunities. • Develop pricing frameworks for new payment features, including tiered pricing, bundling, and value-based models. Partner with Sales and GTM teams to implement and monitor adherence. • Collaborate with Product and Sales to rationalize SKU portfolios and optimize packaging for customer segments. • Monitor discounting and price realization trends; implement guardrails to protect margin integrity. • Build scenario models for strategic decisions such as payment partnerships, new product launches, and portfolio changes. • Own the Payments KPI architecture and reporting roadmap—ensuring metric definitions, data lineage, and governance that support a trusted “single source of truth.” • Partner with Enterprise BI to co-create datasets and dashboards for payment KPIs, including transaction success rates, Stripe fee impact, churn, cohort performance, and customer health. • Develop dashboards tracking volume, SKU adoption, revenue contribution, and profitability by segment. • Drive a rigorous operating cadence for Payments performance (weekly insights, monthly business reviews, QBR support), surfacing leading indicators, root-cause analysis, and clear actions. • Collaborate with Product and Product Marketing to quantify roadmap ROI, support business cases, and translate field/customer feedback into measurable economic implications. • Partner with Legal, Compliance, and Risk to ensure reporting supports required controls and that commercial decisions reflect regulatory and operating risk realities. • Support executive and board-ready materials with high clarity, strong narrative structure, and defensible numbers.