• Strong knowledge of Hyperion Planning (On Premise/Cloud) System Administrator • Will load data, support business community, interfaces, configuration, transactions, system customizations, patching/upgrades, testing, and training related to Hyperion Planning as needed • Understanding of EAC revenue and budget planning • Will load data, support interfaces, configuration, patching/upgrades, testing, and training as needed for other software systems • Performs special projects and other duties as assigned

• Drive fundraising across the full Real Estate product suite, focused on a specific region/territory of advisors/firms under their coverage. • Deep understanding of the factors that drive wealth sales, especially tax, yield and liquidity implications. • Deep knowledge of and experience distributing DST/1031 solutions to clients. • Develops and executes sales plans to increase sales revenue and market share within assigned firms/institutions. • Position the suite of Real Estate strategies in a highly commercial and impactful manner with financial advisors in the coverage region/territory. • Penetrate specific target opportunities within the region to capitalize on strength and differentiation of Real Estate offerings and to implement sales campaigns. • Collaborate closely with internal partners across the firm to cultivate a deep understanding of the investment approach and results to represent all facets of the firm’s products internally and externally. • Develop and deliver investment, market, and business communications to existing and prospective clients in one-on-one, small group, and large audience presentations. • Provide updates on overall financial markets performance, economic trends, and the overall investment outlook. • Act as a spokesperson for the investment team with the ability to present a deep understanding of the investment process, market outlook, and strong advocate for the services. • Utilizes expense budgets to set limits and maximize sales opportunities within his/her assigned territory. • Maintains sales call data in appropriate systems and/or complete sales reports. • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions. • Work closely with other internal departments, including Marketing, Product Management, CPMs, etc to ensure impactful marketing materials are being created to reach prospects/clients. • Significant travel is required, with an expectation of 80% of the time being on the road.

• Own the operating model, annual plan, quarterly forecasts, and long-range financial outlook • Lead the monthly and quarterly FP&A close rhythm: variance analysis, rolling reforecasts, and close coordination with Accounting • Build and maintain the headcount plan with functional leaders, tying hiring decisions to business outcomes and ROI • Own the SaaS metrics stack - ARR, net dollar retention, CAC, sales productivity, pipeline velocity, gross margin by product line, burn multiple • Provide the analytical backbone for pricing decisions, contract structures, and GTM strategy • Build best-in-class KPI reporting and dashboards that keep a pulse on the business and drive decision-making across the company • Own the forecasting and analysis of infrastructure spend • Partner with RevOps on sales compensation planning • Prepare financial materials for board meetings, investor updates, and fundraising processes • Own the data room and financial due diligence workflows for future rounds • Automate and systematize FP&A workflows

• Own the services strategy for key Financial Services accounts • Help customers design implementation roadmaps, estimate effort and cost • Align resources to achieve business and financial outcomes • Support and accelerate Workday subscription sales by shaping, selling, and closing services engagements • Use FSI and FINS expertise to position Workday’s services and methodologies • Support complex enterprise-level sales cycles, lead services discovery and scoping • Create compelling proposals and SOWs that connect sales strategy to delivery