• Provide strategic/programmatic guidance and portfolio management to stakeholders • Participate in budget formulation and execution processes • Provide briefings and guidance to senior internal and external stakeholders • Develop and use relevant costing data and program analysis techniques to capture financial savings in support of client mission and strategic direction • Capture and/or create required budget requirements, conduct analysis of portfolio/product focused issues, and lead resolution activities as defined by the program outcome objectives • Develop financial management recommendations and associated deliverables (white paper, issues paper, risk assessment, etc.) • Analyze candidate projects the ensure they are appropriately justified, prioritized and structured to yield the expected business value identified • Assist in all aspects of Multi-Year Planning (MYP) activities • Work with stakeholders to coordinate Budget Formulation exercises • Develop leadership briefings to elicit budget or project issue identification, project risks and/or technical issues • Monitor execution year budget figures, ensuring all funds are obligating on time • Lead analysis of budgetary needs, execution of new requirement, and response to budget alignment with mission needs • Work with all team members to analyze changes in requirements and recommend the most expedient solutions in a timely manner • Leverage advanced writing skills to translate complicated issues from multiple information sources into a clear point of view to create a compelling, concise, and well-written narrative • Leverage excellent presentation development skills to prepare meeting agendas and synthesize complex information into succinct visualizations using tools such as PowerPoint.

• 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