• You provide advice by phone and video with a clear focus on investments, wealth accumulation and securities strategies • You support clients holistically on all matters related to their assets and give them access to Deutsche Bank’s global investment expertise • You identify cross-selling opportunities and actively forward them to ensure comprehensive client coverage • You work closely with other areas (branch sales, remote banking, distribution partners, and many more) to strengthen our omnichannel approach

• Create challenging finance-related prompts based on visuals, datasets, or model outputs. • Evaluate AI-generated responses using the provided rubrics. • Develop or refine rubrics to ensure they reflect accurate financial reasoning for complex finance tasks. • Review and stress-test model outputs for accuracy and logical consistency within familiar finance domains. • Provide clear, structured feedback based on your subject-matter knowledge.

• Support and maintain Lola Blanket’s financial model and assist with all financial analysis, forecasting and budgeting. • Conduct variance analysis and reporting on results versus budgets. • Assist in building business cases to assess and prioritize new channel and product opportunities, including market sizing and margin analysis. • Support pricing analysis to make recommendations for new product development strategies. • Report on key business drivers that have the highest impact on the growth and profitability of the business. • Analyze the key drivers and surface insights to support strategic recommendations to improve business performance. • Support the monitoring and forecasting of cash flow and working capital. • Build and maintain cross functional relationships to support Lola Blankets' financial goals. • Collaborate with Marketing to report on the financial performance of customer acquisition strategies and channels. • Support the preparation of concise, financial analysis-backed presentations and recommendations for leadership. • Contribute to the company's strategic planning process by assisting with financial insights and projections that align with business objectives. • Monitor the performance of Lola’s competitors and provide performance summaries to recommend any successful strategies.

• Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans • Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead • Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing • Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset • Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP • Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them • Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit • Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements • Build pro formas for new locations, new service lines, and provider compensation structures