• Own and manage critical KPIs that are central to overall business performance • Serve as a key business partner to GTM leadership, providing financial insights and guidance • Collaborate with Data and BI teams to query, validate, and maintain revenue-related KPIs • Manage GTM budgets, including headcount planning and non-compensation expense forecasting • Develop business cases and financial models to support new investments and revenue growth initiatives • Support preparation of board materials, including contributing to business leader presentations and insights • Respond to and manage ad hoc financial analysis requests from leadership • Continuously improve KPI tracking, reporting processes, and financial visibility across the organization

• Own the FP&A close process for revenue, including MRR and bookings across the organization • Serve as a key business partner to business unit and GTM leadership • Manage the monthly revenue forecast model, including process execution and performance tracking of key KPIs • Collaborate with Data and BI teams to query, validate, and manage revenue-related data • Develop and maintain corporate reporting to evaluate revenue performance, including variance analysis and storytelling • Support preparation of board materials, including contributing to business leader presentations and insights • Lead budget reporting processes with business leaders, including facilitating discussions on variances and forecast updates • Respond to and manage ad hoc financial analysis requests from leadership • Continuously improve forecasting processes, reporting accuracy, and financial visibility

Client Services Associate opening - Administrative Assistant – Financial Services (Contract) Remote (Based out of Chicago – CST Hours) Monday–Friday | 8:00 AM – 5:00 PM CST $22/hour | Indefinite Contract Full Time, Temp to Hire About the Role We are seeking a detail-oriented Administrative Assistant with experience in the financial or insurance industry to support a busy financial advisor practice. This role will focus on client service, account support, and administrative coordination within sectors such as securities brokerages, investment advisory firms, banking, and insurance. Key Responsibilities Administrative Support - Manage calendars, schedule meetings, and handle incoming calls - Maintain client case files, including investment documents and account forms - Process dictations, emails, and correspondence - Perform document management tasks (scanning, eFiling, photocopying Client & Service Support - Prepare proposals and materials for client/prospect meetings - Process client service requests (address changes, banking updates, online access, etc.) - Coordinate with home office to obtain or provide account information - Prepare letters of instruction (transfers, beneficiary updates, etc.) - Track and maintain the financial advisor’s book of business - Follow up with clients on forms, missing information, and meeting scheduling - Review applications for completeness and accuracy Qualifications - Previous experience in financial services or insurance industry required - Seeking similar experience from securities brokerages, investment advisory firms, banks, and insurance companies - Familiarity with brokerages, investment firms, banking, or insurance environments - Strong attention to detail and organizational skills - Excellent communication skills (written and verbal) - Ability to manage confidential information with professionalism - Comfortable working in a fast-paced, client-focused environment Additional Requirements - Must be able to successfully complete: - Criminal background check - Fingerprinting - Credit check Why Apply? - 100% remote opportunity with a stable, long-term contract - Gain experience supporting financial professionals in a client-facing environment - Consistent weekday schedule (no weekends)

• Analyze historical and current financial data to assess performance and understand key business drivers • Monitor actual results against budget and forecast, identifying and explaining key variances and trends • Support monthly and quarterly forecasting processes, including data collection, validation, and consolidation • Build, maintain, and enhance financial models to support forecasting and business decision-making • Prepare recurring and ad hoc financial reports and presentations for management review • Assist in the development, tracking, and analysis of key performance indicators (KPIs) and benchmarks • Analyze financial and operational processes to identify risks, trends, and opportunities for improvement • Support operating and capital expenditure tracking and related financial reporting • Work with financial systems, databases, and data warehouses to extract, validate, and transform data • Partner with senior FP&A team members and cross-functional stakeholders to support planning and analysis initiatives • Contribute to the continuous improvement and automation of financial reporting and planning tools