• Build and maintain institutional-quality financial models in Excel • Underwrite acquisitions, developments, and repositioning strategies across multiple asset classes • Prepare Investment Committee memoranda and deal summaries • Design, build, and maintain AI agents or workflows to support: Deal screening and underwriting consistency • Assist with coordination tasks including: Scheduling internal and external meetings • Maintain clean deal documentation and version control • Collaborate with senior team members to embed AI tools into: Investment models, Operating playbooks, Asset management and reporting workflows

• Responsible for paying bills and maintaining bookkeeping & finances • Manage CEO’s inbox and oversee cash flow • Monitor Monthly Budget and add new employees to Gusto • Review and update company financial policies and SOP’s • Manage project timelines, resources, and milestones for successful outcomes • Handle payroll and tax-related documentation including W2’s and 1099’s

• Serve as a key member of the assigned area Leadership Team • Actively participate in strategic and tactical planning, providing a financial perspective • Work with business leaders and potential external partners to identify, plan and execute strategic profit improvement tactics • Provide financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, incubator and/or transformational efforts including outsourcing tactics • Partner with the Finance organization to ensure strong performance management discipline • Collaborate with other Finance functions to ensure consistent and effective decision making • Provide leadership on cross Finance or cross-organizational projects • Lead/coordinate cross-functional team meetings to facilitate and ensure sharing of information, manage customer expectations, and ensure 'one voice' of finance • Build and lead staff to support and drive departmental/corporate goals and strategy • Develop staff capabilities and cultivate talent for future advancement • Ensure that the critical success factors which drive the financial models are clearly identified and quantified, and that there are integrated, actionable, and well-documented strategic and tactical plans to support these factors and the resulting planned and forecast financials • Identify the need for and direct the development and maintenance of business and financial models and reports that support the assigned area leaders in improving, planning, and making decisions • Facilitate the business management process within the assigned area • Manage the business models and plans, focusing on meeting current business and financial expectations • Drive the problem-solving process regarding financial performance variances • Recommend actions to address variances to the assigned area Leadership Team • Design/support programs to strengthen financial literacy within the assigned area

• Serve as a key member of the assigned area Leadership Team. • Actively participate in strategic and tactical planning, providing a financial perspective. • Work with business leaders and potential external partners to identify, plan and execute strategic profit improvement tactics. • Provide financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, incubator and/or transformational efforts including outsourcing tactics. • Partner with the Finance organization to ensure strong performance management discipline. • Collaborate with other Finance functions to ensure consistent and effective decision making. • Provide leadership on cross Finance or cross-organizational projects. • Lead/coordinate cross-functional team meetings to facilitate and ensure sharing of information, manage customer expectations, and ensure 'one voice' of finance. • Build and lead staff to support and drive departmental/corporate goals and strategy. • Develop staff capabilities and cultivate talent for future advancement. • Ensure that the critical success factors which drive the financial models are clearly identified and quantified, and that there are integrated, actionable, and well-documented strategic and tactical plans to support these factors and the resulting planned and forecast financials. • Identify the need for and direct the development and maintenance of business and financial models and reports that support the assigned area leaders in improving, planning, and making decisions. • Facilitate the business management process within the assigned area. • Manage the business models and plans, focusing on meeting current business and financial expectations. • Drive the problem-solving process regarding financial performance variances. • Recommend actions to address variances to the assigned area Leadership Team. • Design/support programs to strengthen financial literacy within the assigned area.