• Prepare and update accounting records in Odoo before accountant review • Organize and verify invoices, expenses, delivery notes, and POs • Follow up on missing financial documents and maintain basic trackers • Act as the link between operations and finance to keep data accurate and timely • Collect daily/weekly updates and track tasks in Microsoft Planner • Monitor deadlines, delayed items, and follow up until closure • Update selected CRM data and generate simple activity/delay reports • Schedule and coordinate meetings; take notes and track action items • Manage the CEO’s calendar, advise on availability, and help prioritize meetings • Prepare brief summaries, task lists, and simple internal documents as needed

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves owning the marketing measurement foundation end-to-end, linking various digital channels to revenue data in BigQuery. - Own marketing measurement end-to-end - Define and maintain event taxonomy, UTMs, and conversion definitions (lead, purchase, upgrades, refunds/chargebacks where relevant) - Own tagging and tracking via Google Tag Manager - Own analytics platforms such as GA4 (and its BigQuery data), Hyros Analytics, and platforms such as Intercom - Implement and maintain Google Ads and Meta Ads conversion tracking (pixel, CAPI where applicable), deduplication, and diagnostics - Build and maintain segments for activation, retargeting, and in-platform communications - Build and maintain the marketing analytics foundation - Work directly in a data warehouse (BigQuery or similar) to model and prepare marketing datasets - Blend and reconcile data across GA4, Hyros Analytics, ad platforms, Intercom, platform analytics, and payment gateways/processors to connect traffic/spend > conversions > revenue - Establish a “Single Source of Truth” for core marketing KPIs (CAC, LTV where available, payback, channel ROI, funnel conversion rates) - Analyze various attribution models to provide insights on channel contribution from Top of Funnel to Bottom of Funnel marketing - Build and maintain Tableau and Data Studio dashboards for daily/weekly/monthly performance monitoring - Create clear, decision-ready reporting for paid, SEO, email, affiliate, social, lifecycle signals, and funnel health - Proactively surface anomalies, tracking breaks, and performance inflections (before stakeholders ask) - Implement automated checks where possible (missing UTMs, conversion drops, source/medium drift, broken tags, spend mismatches) - Document systems, definitions, and workflows so the team is not dependent on tribal knowledge - Partner with internal stakeholders to ensure measurement choices align with compliance and privacy constraints (consent, retention, platform policies) - Translate data into clear narratives and recommendations (what changed, why it matters, what to do next) - Be comfortable delivering the unvarnished truth when performance is weak or tracking is flawed Qualifications - 4+ years in marketing ops, marketing analytics, growth analytics, or a similar role where you owned marketing operations (not just created reports) - Strong SQL skills and comfort working directly in a warehouse environment (BigQuery strongly preferred) - Hands-on experience with GA4, Google Tag Manager, Tableau or Power BI (Hyros or similar analytics platform is a bonus) - Hands-on implementation experience for Google Ads conversion tracking and enhanced conversions (as applicable) - Meta Pixel + Meta Conversions API (or equivalent server-side approach) and event deduplication - Audience creation and management in Google and Meta - Strong dashboarding experience in Tableau (preferred) or Power BI - Experience stitching marketing data to revenue data: Payment gateway / processor data integration experience (example: Stripe or similar) - Strong measurement rigor: Attribution basics, channel-level ROI, funnel analytics, cohort thinking, and the ability to explain trade-offs clearly Requirements - Self-starter who proactively hunts for gaps and issues - Reliable communicator who is present and engaged - Comfortable with ambiguity, shifting priorities, and startup pace Nice to Have - Intercom data extraction and analysis (or similar customer messaging/support platforms) - Experience integrating additional sources (affiliate platforms, CRM/CDP tools, basic ETL connectors, platform APIs) - dbt, lightweight data modeling discipline, or Python for analysis and automation - Server-side GTM or broader server-side tracking approaches - Experimentation measurement (A/B testing, holdouts, incrementality thinking) - Experience in regulated categories (fintech, trading, gambling-adjacent policy environments)

The Revenue Lead will own the accounting for the complete product line assigned to him/her, including recognition of revenue, billing input, and collections functions within HealthEdge’s finance & accounting team. Analyze customer contracts and identify different performance obligations Determine the total transaction price from the contract Assign the transaction price to each performance obligation Input necessary details or prepare necessary revenue schedule for recognition and billing Perform accounting functions including preparing journal entries and complex reconciliations for monthly general ledger close Assist in the annual audit and ensure compliance with GAAP

• Establish and maintain systems for cash management, including the analysis, verification, and reporting financial information. • Ensure accurate and timely recording of day-to-day financial transactions including accounts payable, cash receipts and accounts receivable, credit card transactions, and payroll. • Prepare and post timely and accurate month-end journal entries and performance balance sheet reconciliations (e.g., net assets, investments, revenue, expenses, payroll allocations, etc.), ensuring that accounting schedules are current and accurate. • Lead the organizational annual budgeting and forecasting process including, resource allocation, monitoring, and ongoing financial management. • Monitor and analyze accounting data to produce timely and accurate financial statements and management reports for leadership, the board, and regulatory authorities, ensuring proper revenue and expense recognition. • Ensure compliance with nonprofit accounting standards, government regulations, tax laws, and GAAP. • Maintain fiscal records, business and regulatory filings, tax preparation support, and VAT compliance. • Coordinate and lead the annual audit process, ensuring accurate and complete financial situation. • Develop and implement financial policies, procedures, and internal controls to safeguard assets and ensure regulatory compliance. • Provide oversight and manage the biweekly payroll. • Collaborate with other departments to develop strategies, establish objectives, and make decisions with financial impact and provide financial insights and recommendations to support strategic planning and long-term organizational goals. • Support program managers with budget tracking and financial analysis. • Participate in cross-functional projects and initiatives, including technology and finance resource systems (Asana, Slack, Impexium preferred). • Prepare for and participate in audits, ensuring readiness and responsiveness to auditor requests. • Engage proactively with outsourced CPA firms and external auditors to resolve issues and improve audit outcomes. • Drive process improvements, automation, and adoption of best practices in financial operations.