• 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.

• Implement rigorous problem-solving to help solve clients' operational challenges on how to manage payroll, benefits, compliance, and financial operations • Own communication with clients regularly to provide our recommendations and manage expectations • Bring operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, and equity administration • Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions • Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs • Keep operational projects on track with ongoing monitoring for status updates and escalation management • Support successful compliance requirements and deadlines by tracking and ensuring timely completion • Refine the strategies to address areas of opportunity within Pilot Financial Operations • Recommend and contribute to process improvements to maximize accuracy and efficiency within the Financial Operations offering

• Execute day-to-day operational tasks for our clients including payroll processing, benefits administration, AP/AR workflows, and equity grant tracking • Apply operational best practices and support implementation of systems like Gusto, Rippling, Deel, Carta, and Bill.com • Communicate with clients regularly to provide updates and address their operational needs • Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions • Conduct research on operational tools and best practices required for customer service delivery • Keep operational projects on track with ongoing monitoring and status updates • Support successful compliance requirements by tracking deadlines and ensuring timely completion • Execute the strategies to address areas of opportunity within Pilot Financial Operations • Implement improvements in operational and business KPIs for Financial Operations • Recommend and drive process improvements to maximize accuracy and efficiency within our offering