• Triage requests and insights from customers, support, coaches, advisors, and internal teams • Distill feedback into a prioritized backlog of continual improvements to the model and planning experience • Identify themes, recurring issues, and emerging opportunities • Translate ideas and problems into clear, actionable, well-scoped requirements • Drive clarity by asking thoughtful, probing questions and ensuring alignment across engineering, design, and product • Maintain crisp documentation for models, scenarios, and expected outcomes • Determine the breadth of model scenarios that should be included in testing (edge cases, user realities, complex life events) • Validate calculations across diverse scenarios to ensure correctness and stability, including edge cases • Partner with engineering to diagnose model discrepancies and propose fixes • Explore potential new financial models (e.g., tax, allocation, estate planning, guardrails) and define their purpose, value, and mechanics • Propose enhancements that improve usability, increase user confidence, and support subscription growth and retention • Conduct lightweight discovery on model-driven opportunities that could increase conversion or deepen engagement • Thoroughly test features in development and staging to ensure accuracy, usability, and a seamless user experience • Validate numerical outputs, user flows, and edge-case behavior before release • Ensure defects or gaps are captured, communicated, and resolved prior to launch

• As the Director, Corporate Finance at ReSource Pro, you will be responsible for leading the global financial planning and reporting processes including month end reporting and variance analysis, monthly/quarterly forecasts, and the annual budgeting process. • Provide high-level financial insights to executive leadership and private equity stakeholders, drive corporate-wide analytics to support strategy, and ensure the finance team is leveraging technology and advanced tools to improve efficiency and accuracy. • Lead the monthly consolidation of global financial results, including the analysis of material variances to budget and forecast; • Collaborate with Business Segment Finance to prepare the monthly global commentary summarizing the key themes, variances, and actionable insights; • Prepare and lead the Monthly Operating Review presentation to senior leadership. • Oversee and manage the global budgeting process and the monthly/quarterly forecasting processes, ensuring accuracy and alignment with ReSource Pro strategy. • Direct the overall five-year planning process, collaborating with business leaders and Business Segment Finance to develop long-term plans. • Build and prepare high-quality presentations for executive leadership and the Board of Directors across monthly, annual, and strategic planning cycles; Ensure accuracy, clarity, and timeliness of all reports and presentations; • Identify risk, opportunities, and key action items throughout the planning cycle. • Provide corporate-wide financial analysis and metrics to support global strategic initiatives; Partner with executive leadership to track performance against strategic goals. • Lead and participate in ad hoc projects requiring deep financial and operational analysis; Conduct research and analysis to support strategic decision-making across ReSource Pro. • Develop and maintain reporting tools and dashboards for executive use. • Establish and oversee a forward-looking technology roadmap for the global FP&A Team; • Foster a culture of continuous improvement and digital transformation within the Finance team. • Promote the adoption of AI-driven tool, Workday, ERP Systems (Adaptive), and advanced BI platforms (eg., Power BI); • Stay current with industry and technology trends, recommending innovative solutions for finance operations; • Guide the team in leveraging emerging technologies to enhance productivity and accuracy. • Collaborate cross-functionally with CFO, COO, VP FP&A, and other leaders across the organization, including offshore teams. • Lead, mentor, and develop global finance teams to achieve high performance and professional growth; • Promote a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

• Drive revenue through new customer acquisition, and expanding existing customer relationships, meeting or exceeding all sales targets and performance metrics • Lead, inspire, manage, and mentor experienced sales executives to maximize their individual potential and professional growth as well as ability to function effectively as a team • Build a culture of accountability and urgency by transparently leveraging metrics and reporting to drive the right behaviors • Develop a deep understanding of our product messaging, technology platform, partner ecosystem, and competitive landscape • Cultivate an environment of teamwork, openness, creativity, and continuous improvement • Support and assist account executives with all aspects of the sales process including client presentations, proposals, contract negotiations, and final close • Ensure account plans are developed, maintained and are focused on the customers’ key strategic goals • Develop and maintain accurate forecasts • Identify topics and partner with our enablement team to plan product and competitive training sessions • Build excellent working relationships with all key business leaders, colleagues, and broader team • Listen carefully to prospects and clients to provide market feedback to the product team and help prioritize functionality needed to drive sales opportunities • Partner with Customer Success to provide new customers a seamless onboarding experience and share in strategic account planning • Creatively identify and help drive new programs to improve the sales organization

**Core Responsibilities** - Source, screen, and recruit finance and accounting professionals for U.S.-based companies. - Manage the full-cycle recruiting process, including job intake, candidate outreach, interviews, and offer negotiation. - Build and maintain strong finance talent pipelines using LinkedIn Recruiter, Workable, and other sourcing platforms. - Develop tailored sourcing strategies for finance roles such as Accounting, FP&A, Corporate Finance, Payroll, Tax, and Audit. - Conduct structured interviews to assess technical expertise, analytical skills, and cultural fit. - Partner closely with clients to understand financial team needs, reporting structures, and hiring priorities. - Collaborate with the People & Compliance team to ensure smooth onboarding and documentation. - Track recruiting metrics and provide regular pipeline and progress updates. - Stay current on finance hiring trends, compensation benchmarks, and market demand.