• Own budget-to-actual reporting, quarterly forecasts, and annual planning for Sales, Marketing, Customer Success, RevOps, and Partnerships • Serve as the source of truth for GTM unit economics, including LTV/CAC, sales productivity, marketing efficiency, retention metrics, and payback periods • Partner with Revenue Operations and Sales Leadership on quota planning, capacity models, sales compensation analytics, and pipeline forecasting • Help Customer Success leadership optimize coverage models, retention forecasting, and customer growth strategies • Build analytical frameworks that help leaders make better decisions around hiring, spend, and resource allocation • Lead headcount planning and vendor reviews across your portfolio • Deliver clear variance analysis that explains the 'why' behind business performance • Use AI tooling and automation to increase analytical throughput and reduce manual work

• Support the update and maintenance of the company's FP&A model. • Perform monthly variance analysis (actuals vs. plan) and identify key drivers and actionable insights. • Analyze key business metrics such as revenue growth, CAC, LTV, and margin to evaluate performance. • Partner with teams across Sales, Marketing, and Product to evaluate initiatives and improve ROI. • Translate financial and operational data into clear insights and recommendations for leadership. • Support strategic projects such as pricing, cost optimization, and growth initiatives. • Take ownership of gathering, cleaning, and structuring data from multiple sources to ensure accuracy and usability. • Build and maintain scalable reporting frameworks, dashboards, and KPI tracking systems. • Standardize recurring reports and improve the speed and quality of business insights. • Identify opportunities to automate and streamline data workflows. • Conduct cohort analysis, retention tracking, and unit economics evaluation. • Monitor and improve visibility into key SaaS metrics and performance drivers. • Oversee accounts payable processes to ensure timely, accurate, and well-controlled expense management. • Review and monitor company spending. • Identify trends, anomalies, and cost-saving opportunities. • Act as a finance partner to various teams, providing data-driven support for day-to-day and strategic decisions.

• Understand ERP transaction flows and financial semantics • Design dimensional reporting structures across chart of accounts and management reporting hierarchies • Validate reporting accuracy and reconciliation integrity • Translate operational transactions into reliable financial reporting outputs • Work with ERP systems and external data sources • Design and troubleshoot integrations and APIs • Map inbound financial and operational data feeds • Support scalable warehouse-oriented reporting architectures • Design approaches for data movement, transformation, and synchronization • Write advanced SQL for reporting and analysis against financial data sources • Diagnose reporting bottlenecks and warehouse inefficiencies • Design scalable reporting structures and reusable query logic • Apply data warehouse thinking to financial reporting problems • Lead technical discoveries with customers around reporting requirements and data challenges • Translate finance problems into scalable technical architecture • Communicate tradeoffs and alternative solution paths clearly • Independently drive customer assignments from requirements through delivery • Coordinate with implementation partners and internal teams

Title: Remote Mortgage Underwriter Location: Cherry Hill, NJ, US EMM Loans | Full-Time | Remote EMM Loans is seeking an experienced and detail-oriented Remote Underwriter to join our growing Retail Operations team. We are looking for a strong conventional underwriter with hands-on experience reviewing condo transactions and expertise in agency guidelines. The ideal candidate will have deep knowledge of Fannie Mae and Freddie Mac underwriting, including condo reviews, along with at least one additional product designation such as FHA, VA, or USDA. Responsibilities - Underwrite residential mortgage loan files in accordance with agency and investor guidelines - Review income, assets, credit, collateral, and overall loan eligibility - Analyze and underwrite conventional loans, including condo transactions - Ensure compliance with Fannie Mae and Freddie Mac requirements - Underwrite at least one additional loan product type: FHA, VA, or USDA - Communicate loan conditions and decisions clearly with processors, loan officers, and operations staff - Maintain productivity and quality standards while meeting turn-time expectations - Stay current on agency updates and underwriting guideline changes Qualifications - Minimum 5 years of recent mortgage underwriting experience - Strong conventional underwriting experience required - Extensive Fannie Mae/Freddie Mac condo underwriting experience required - Must possess at least one additional underwriting designation/experience in FHA, VA, or USDA - Current DE, SAR, or equivalent certifications are a plus - Strong analytical and decision-making skills We Offer: - Competitive compensation package - Medical, Dental & Vision Insurance - Flexible Spending Account (FSA) - Company-Paid Life Insurance & Long-Term Disability - Additional Buy-Up Insurance Options - 401(k) with Employer Match - Career growth opportunities - Collaborative and entrepreneurial culture - Hybrid work environment