• Serve as the primary finance partner to Credit, Capital, Product, and Investor Relations, representing Revenue Finance in key forums and driving alignment on performance and priorities • Build and own assumption-driven User and portfolio loan mix models by partnering cross-functionally to validate inputs, pressure-test key drivers, and ensure outputs reflect current business dynamics • Monitor performance against forecast across portfolio, user, and segment levels; diagnose variances, identify root causes, and deliver forward-looking insights on user trends and the overall loan portfolio to inform adjustments and drive action • Own consolidated reporting across Top of Funnel, Conversion, Users, Volume, and Loan Mix; synthesize key drivers including mix, credit, pricing, and commercial impacts • Provide decision support on strategic initiatives, evaluating trade-offs and P&L implications to inform business and investment decisions • Translate complex analyses into clear, executive-ready narratives that drive insight, inform strategy, and align cross-functional stakeholders

• Lead implementation of the CARE framework across practices. • Support client credit risk assessments and deal review processes. • Promote consistent use of retainers and appropriate payment terms. • Facilitate adoption of interest charges and stop‑work protocols. • Help scale CARE initiatives following initial pilots. • Strengthen financial discipline from engagement intake through closeout. • Promote billing accuracy, timeliness, and contract alignment. • Monitor receivable aging and payment trends. • Track, analyze, and report on CARE effectiveness and financial performance outcomes, using insights to inform decision‑making, escalation, and continuous improvement.

• Support the month-end closing activities and related reporting. • Prepare recurring and ad-hoc financial reports to support decision-making. • Performing accounting records, bank transactions and support tax compliance activities. • Collaborate with teams such as Product, Marketing and Operations to gather data and align financial insights with business goals. • Support the review and reconciliation of expense reports, bank statements, AR balances and AP balances. • Support cash flow monitoring and cost analysis efforts. • Contribute to the continuous improvement and automation of financial processes and tools, including ERP and expense management systems. • Ensure accuracy and consistency of financial data through careful review and reconciliation activities.

• Own and manage the CFO’s calendar across multiple Google accounts, ensuring optimal prioritization, scheduling, and time allocation • Triage and manage inbox communications, drafting responses and handling correspondence on behalf of the CFO • Prepare meetings end-to-end: agendas, materials, briefing docs, and ensure follow-ups and action items are executed • Oversee vendor and contract administration across 20+ active vendors, including tracking deliverables and performance • Manage renewal calendars, proactively flagging upcoming deadlines and negotiating timelines where needed • Support exit readiness initiatives, including coordination of documentation and M&A data room preparation • Coordinate with legal teams on contracts, compliance, and documentation workflows • Book and manage complex travel arrangements, including multi-leg and international itineraries • Handle personal and property-related coordination tasks with a high level of discretion and reliability • Build and optimize internal systems using tools like Google Workspace, Slack, Notion, and DocuSign • Leverage AI tools (e.g., Claude, ChatGPT) to streamline workflows, automate tasks, and improve efficiency