• Lead annual budgeting, quarterly forecasting, and long-range planning processes • Develop dynamic, driver-based financial models that integrate directly with ERP data • Perform detailed variance and trend analysis, delivering actionable insights to leadership • Support capital planning, investment modeling, and scenario analysis • Serve as the finance team’s NetSuite subject matter expert • Design and maintain NetSuite saved searches, reports, dashboards, and workflows • Partner with IT and external consultants to optimize system configuration and controls • Improve data structure, chart of accounts, segments, and reporting hierarchies • Support system upgrades, enhancements, and integrations with planning or BI tools • Identify manual processes and implement automation solutions within NetSuite and adjacent systems • Build automated reporting packages that reduce close and forecast cycle time • Develop data pipelines between NetSuite and BI/forecasting tools • Utilize advanced Excel (Power Query, macros), SQL, or scripting tools to streamline data workflows • Improve data integrity, reconciliation processes, and reporting accuracy • Build executive dashboards and KPI tracking tools leveraging NetSuite and BI platforms • Standardize financial and operational reporting across departments • Enable self-service reporting for business stakeholders • Deliver board-ready reporting materials and analytics • Collaborate with Accounting on close process improvements and reporting alignment • Partner with Operations and department leaders to align systems with business needs • Provide analytical support for strategic initiatives and growth investments

• Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios. • Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates. • Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic. • Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks. • Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures. • Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment. • Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.

• Convert complex investment banking and M&A processes into structured, knowledge-rich deliverables suitable for AI training and evaluation. • Build, review, and annotate advanced financial models, including LBO, M&A, three-statement, and valuation models. • Prepare and refine investor-grade materials such as Investment Committee (IC) memos, CIM sections, and due diligence reports. • Evaluate and enhance AI-generated financial analyses to ensure transaction accuracy, logical rigor, and professional clarity. • Curate and structure transaction datasets to support finance-focused AI systems. • Collaborate closely with product and engineering teams to accurately capture authentic deal dynamics and decision-making frameworks. • Maintain exceptional standards of written and verbal communication across all deliverables.

• Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios. • Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates. • Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic. • Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks. • Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures. • Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment. • Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.