• Design and coordinate annual planning processes with BUs • Maintain rolling forecasts, budget vs actual commentary, margin analysis, and various adhoc analysis as needed • Run quarterly operating plan re-forecast calibrations, and champion BU internal needs • Serve as finance partner to Business Units • Support hiring plan modeling (in partnership with Talent/HR) • Translate financial performance into actionable insights • Help Business Unit teams determine opportunities, risks, and tradeoffs in a principled and structured way • Design and build operating models for new and existing BUs • Support investment allocation decisions • Scenario modeling for growth planning • Develop dashboards and KPI tracking for internal Business Units and the consolidated Constellation team • Build scalable and standardized reporting across BUs • Drive data-driven decision-making • Identify opportunities to automate reporting • Integrate AI-driven analytics where appropriate

• Build, lead, and sustainably scale the finance function across Infinity Constellation and its growing portfolio of AI-native B2B services companies • Direct and oversee multi-entity financial planning and analysis partnering directly with Founder-CEOs • Lead annual planning and quarterly re-forecasting across all Business Units • Partner with BU CEOs to calibrate operating plans and investment levels • Drive variance analysis and quarterly performance recalibration, reporting on business metrics relevant to the Business Units, and to the consolidated portfolio management team • Direct allocated capital across portfolio based on performance and strategic priorities • Own board reporting and financial materials • Lead investor financial diligence preparation, and ongoing investor relations priorities • Support fundraising initiatives • Deliver week-over-week and month-over-month reporting on key metrics • Direct and oversee consolidated reporting across multiple legal entities • Manage intercompany structures and capital flows • Ensure GAAP compliance and financial controls across Infinity and its Business Units • Build and manage strategic and financial planning & analysis functions • Establish scalable finance infrastructure (systems, reporting, automation) • Collaborate and design long-term finance tech stack strategy • Integrate automation and AI-driven workflows into finance operations • Drive data transparency across the platform

• Own day-to-day investment accounting and reporting processes across GAAP, STAT, Bermuda SFS, and EBS under the direction of the VP. • Ensure investment transactions (purchases, sales, maturities, paydowns, coupon payments, repos, securities lending) are processed completely, accurately, and on time. • Oversee daily and monthly reconciliations of positions, trades, and cash across accounting records and the general ledger. • Investigate and resolve income, position, and valuation variances with clear documentation and root-cause analysis. • Execute valuation governance activities, including fair value hierarchy reviews, stale price monitoring, pricing analysis, and override documentation. • Support valuation committee materials, analysis, and follow-ups. • Maintain strong SOX and internal control compliance for investment accounting and reporting processes. • Ensure documentation, controls, and evidence meet audit and regulatory expectations. • Contribute to monthly close package and help provide clear analysis and commentary on investment results by legal entity, accounting basis, and reinsurance deal. • Translate accounting outcomes into clear explanations for senior leadership, auditors, and regulators. • Support audit requests and ensure timely, accurate responses for investment portfolios. • Drive continuous improvement initiatives across investment accounting operations, including close efficiency, reconciliations, and reporting processes. • Leverage AI-enabled tools and advanced analytics to improve efficiency, accuracy, and scalability of investment accounting processes, including reconciliations, variance analysis, close activities, and reporting. • Provide technical guidance, informal mentorship and coaching to accounting professionals. Manage and direct offshore resources to ensure consistent execution. • Coordinate workflow across teams to support close timelines and reporting deadlines. • Foster a culture of accountability, quality, and continuous improvement aligned with Fortitude Re’s core values.

• Drive the technical direction of our infrastructure services platform • Mentor other engineers and help shape the product roadmap • Own critical systems from design through production • Lead complex cross-functional projects spanning custody, trading, compliance, and client integration • Break down large initiatives into well-scoped deliverables • Own the end-to-end lifecycle of platform features—from architecture through production support and on-call rotation • Find the right balance between shipping velocity and perfection required for regulated financial infrastructure