• Lead cross-functional strategic projects end-to-end — from problem framing through analysis to executive recommendation. Some projects run for months, others land and resolve in two weeks • Build the financial models that underpin the company's biggest decisions — long-range plans, investment cases, product P&L architecture, scenario analyses for executive and board conversations • Partner with Sales leadership on topline strategy: bookings models, customer cohort economics, segment profitability, productivity assumptions — bringing financial rigor to the GTM conversation • Partner with Marketing on demand generation ROI, channel investment trade-offs, and how marketing spend connects to pipeline and bookings outcomes • Partner with Product and Operations leaders on opex management — building visibility into headcount investment, vendor spend, T&E, and capex against the financial plan • Drive deep-dive analyses that surface what the numbers are actually telling us — and translate those findings into recommendations that operators can act on • Build ROI frameworks the company can use to evaluate investment trade-offs consistently — across hires, programs, products, and initiatives • Prepare executive and board-level materials that distill complex analyses into clear narratives on company performance, strategic options, and trade-offs • Act as a trusted deputy to the VP of FP&A — running projects independently, representing the function in cross-functional conversations, and absorbing scope as the function grows • Set the bar for analytical quality across the team — mentoring analysts informally from day one, and growing into formal people management as the team expands • Experiment with AI to make Strategic Finance work faster and better — building modeling tools, automating recurring analyses, and finding leverage that scales judgment across more projects

• Effectively communicate with and build strong relationships with global stakeholders at all levels fostering a collaborative environment. • Drive cross functional collaboration, sharing knowledge and expertise to achieve shared objectives • Prepare impactful presentations to senior management articulating complex financial information with clarity • Enhancing financial reporting capabilities for both key components of the Conversion Business Unit, NA and EMEA, including embedding the financial processes for the recently in-housed accounting of the NA business. • Identify opportunities to improve financial processes and systems. Develop and implement improvements • Production and analysis of departmental management accounts before presentations to CFO/Head of FP&A • Standard month-end processing • Focus on Revenue, Delivery and sales opportunities • Annual Budget • Monthly rolling forecasts • Risks and Opportunity management • Business partnering financial & non-financial stakeholders • Scenario Planning • Ad hoc analysis required by Business Unit • Commercial Analysis (Client profitability, resource utilisation, etc) • Capex & Investment Committee papers/business cases

• Build and maintain integrated 3-statement financial models with 5-year projection horizons • Own scenario and sensitivity analysis tied to key business drivers • Translate strategic initiatives into quantified financial impacts • Maintain a living comps universe of public fintech, brokerage, and wealth management peers • Analyze peer 10-Ks, 10-Qs, and earnings transcripts • Produce valuation benchmarking that informs internal capital allocation • Build bottoms-up and top-down TAM frameworks across product verticals • Size market opportunities using primary regulatory, census, and industry data • Help define and stress-test key performance metrics • Serve as an analytical resource for board materials and executive presentations • Evaluate capital allocation decisions against our investment framework

• The Director of Finance & Property Operations will oversee portfolio-wide financial performance, property operations, reporting, and compliance. • Lead the preparation, review, and consolidation of annual operating budgets at both the property and corporate levels. • Oversee monthly, quarterly, and annual financial and operational reporting for all properties, ensuring accuracy, timeliness, and clarity for ownership, lenders, and investors. • Monitor performance against budget and pro forma; perform variance analysis and drive corrective action plans to achieve NOI, cash flow, occupancy, and delinquency targets. • Supervise and support regional and property managers, providing ongoing coaching, performance feedback, and accountability for results. • Coordinate with HR on hiring, onboarding, performance reviews, disciplinary actions, and terminations for property management staff. • Develop, write, maintain, and enforce process guides, standard operating procedures, and policy manuals for property operations and corporate functions. • Ensure compliance with fair housing laws, landlord-tenant requirements, company policies, loan covenants, and affordable housing program rules. • Implement and maintain organizational systems to track key deadlines, projects, and compliance tasks across the portfolio. • Oversee effective use of property management and accounting software (Entrata) and lead process improvements to increase efficiency and data quality. • Collaborate with ownership and senior leadership on strategic initiatives, including capital planning, portfolio optimization, and new property onboarding.