• Partnering primarily with New Profit’s Build and Catalyze Investment Selection Managers, the Associate will support project management of New Profit’s grant-making cycles and activities • drive coordination and consistency across grant-making cycles and support the ongoing improvement of our grant-making practices, processes, and tools • provide day-to-day operational support related to team operations, resourcing, budgeting, and planning • develop draft project plans, attend meetings, take notes, and create slides and other content for meetings • own certain shared cross-cycle processes, including managing and analyzing data during the application review process

• Assist in financial planning and analysis by building and maintaining models for forecasting, budgeting, and cost analysis for R&D functions • Prepare accurate monthly, quarterly, and annual financial reports to track company performance • Conduct variance analysis to compare actual results against budgets and forecasts, identifying key drivers • Collaborate with cross-functional teams to provide insights and support decision-making processes • Partner with R&D business partners to identify cost-saving opportunities and drive process improvements, fostering a collaborative approach to financial management • Ensure the integrity and accuracy of financial data by managing financial databases and reporting systems • Champion, role model, and embed Samsara’s cultural principles as we scale globally and across new offices

• Master the application of advanced Excel functions such as Pivot Tables, Macros, and advanced formulas for detailed financial analysis and modeling • Develop and manage financial projections using both top-down and bottom-up approaches • Conduct financial analyses including MRR, LTV, CAC calculations, and basic cohort analysis • Prepare comprehensive financial statements such as P&L, Balance Sheets, and Cash Flow Statements • Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance • Collaborate on financial planning and analysis tasks including budgeting and forecasting • Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms (Slack, Clickup, etc)

• Own the monthly, quarterly, and annual close process end-to-end, including review of journal entries and accruals • Maintain and enforce the close calendar • Prepare financial statements in accordance with IFRS, including notes and supporting schedules • Serve as the embedded finance leader for the Mortgage Business Unit • Own the financial narrative for the BU • Prepare monthly BU performance reporting for the CEO, Board, and Investors • Own the annual budget and quarterly forecast processes for the Mortgage BU • Build and maintain dynamic financial models that support scenario planning and executive decision-making • Lead, mentor, and develop a team of financial analysts