• Own the financial data and analytics infrastructure that powers HighLevel’s forecasting, reporting, and IPO-readiness efforts; ensure Finance has access to timely, accurate, and trusted data • Design, build, and maintain data products including models, dashboards, and reporting frameworks that deliver actionable insights to Finance and executive leadership • Lead KPI stewardship - develop and refine key performance metrics and financial data structures, ensuring consistency and accuracy across ARR, GRR, NRR, CAC, LTV, and other core SaaS KPIs • Write and optimize complex SQL queries to extract and transform large data sets from systems (billing, CRM, HRIS, data warehouse) into analysis-ready outputs • Partner cross-functionally with FP&A, Accounting, BI, and Data Engineering to align on data sources, definitions, and reporting standards • Drive the development of scalable, automated analytics processes, improving accuracy, efficiency, and speed-to-insight across Finance • Establish and uphold data governance and quality standards within the Finance domain, ensuring a single source of truth for critical metrics used across the business • Champion a data-driven culture within Finance, helping elevate analytical rigor and consistency as the company scales toward public-company readiness

• Define and execute a modern analytics strategy and multi year roadmap aligned to company objectives • Elevate data maturity across the organization, enabling real time and forward looking insights • Ensure analytics investments directly support strategic decision making, product innovation, and sustainable growth • Personally build and maintain strong, trusted relationships with senior leaders across Finance, HR, Marketing, Product, and Operations • Use these partnerships to inform analytics priorities, sequencing, and resource allocation • Act as a strategic advisor, proactively surfacing insights, trends, opportunities, and risks to influence executive decisions • Establish and govern clear, consistent KPIs tied to business outcomes • Design and oversee executive ready dashboards and reporting that drive accountability and action • Ensure insights are communicated with strong business context and clear recommendations • Own the definition, validation, and governance of core business metrics • Partner with Data Platforms and Engineering to improve data quality, accessibility, and self service capabilities • Serve as the primary bridge between business stakeholders and technical teams • Translate business questions into analytical frameworks and technical requirements • Communicate complex analytical concepts in a clear, concise, and actionable manner for diverse audiences • Develop and lead a high performing analytics organization grounded in excellence, accountability, and collaboration • Lead as an empathetic, hands on player coach who actively mentors team members • Invest in developing both deep analytics expertise and executive level communication, strategic thinking, and business acumen • Build sustainable performance systems through continuous feedback, growth plans, coaching, and intentional team building • Continuously assess analytics processes, tools, and operating models to improve efficiency and scalability • Implement best practices that enable the team to deliver high impact insights consistently as the company grows

• Be on the cutting edge of structured finance and technology. • Expand your structured finance knowledge by combining information from various sources. • Enhance your technical skills by working closely with engineering teams. • Be customer facing, providing valuable reporting and analytics services. • Promote transparency and compliance in financial markets. • Ensure timely and accurate reporting by meeting deadlines.

• Assist in developing and maintaining financial models that support short-term and long-term business decisions • Create and maintain monthly forecasts and annual budgets, and perform comparative variance analysis against those benchmarks, including tracking operational performance and explaining drivers of variances • Partner with business leaders, affiliates, and/or consultants to understand economic drivers of the business and growth prospects to better inform the modeling/forecast process • Analyze key contracts and incorporate relevant aspects into financial models • Identify and implement scalable business process improvements, with a focus on automation and AI integration. • Assist in researching, evaluating, and implementing AI tools and technologies relevant to financial planning and analysis.