• Support the team in the month-end close process for Amazon channel expenses, ensuring accurate and timely financial reporting and forecasting revenue. • Oversee the reconciliation of accrual and prepaid expense accounts, ensuring accurate recording and amortization of prepaid items. • Own, maintain, and enhance company financial and operating models: adapting and making improvements according to changing business needs, as well as providing insights informed by them. • Support annual budget and ongoing forecasting processes. • Provide monthly financial variance analysis and run budget/operational review meetings with department heads. • Provide strategic guidance using analytics initiatives such as business/economic/financial modeling and analysis based on multiple data sources. • Work closely with department leads to provide analytical support, assist with optimizing resource allocation, and proactively identify operational improvements. • Use Tableau and Quickbooks/MS Dynamics to mine and analyze data in order to provide the leadership team with learnings and recommendations. • Prepare flux analysis across the full P&L and Balance Sheet for senior management. • Perform monthly bank reconciliations to ensure accurate recording of financial transactions. • Collaborate with various teams to review and maintain comprehensive cost trackers. • Manage schedules related to accruals, prepaid expenses, fixed assets, and other pertinent financial components and ensure these schedules are up-to-date and reconciled regularly. • Offer detailed insights into significant month-over-month cost variations. • Aid in the Accounts Payable process, including invoice verification, approval workflows, and payment processing. • Manage ad hoc requests, reporting and projects for the team.

• Develop and demonstrate an in-depth understanding of our investment approach, including the ability to articulate why we do what we do • Act as point-person for recurring periodic deliverables supporting our investment strategies and clients • Create analysis and interpret results to communicate investment rationale, explain performance and provide market and economic perspectives • Conduct periodic investment training for sales and marketing professionals in Intermediary and Institutional • Spearhead development of strategic messaging initiatives and communications strategy to help win and retain assets • Create and/or maintain a detailed written account of the investment process, philosophy, and portfolio construction methodologies • Develop tools to help portfolio teams communicate and present our investment messages • Analyze and interpret data about investment strategies relative to benchmarks and competitors for internal and external audiences • Create/maintain institutional caliber presentations to be used by both sales and investment professionals. • Lead all aspects of the design, content, and updates of investment presentations and materials to ensure a consistent investment message • Provide strategic recommendations for new strategies and offerings. • Serve as feedback mechanism from the marketplace to the investment process. • Respond to requests for data, research and analysis from the sales channels as it relates to the relevant investment strategies • Serve as a resource for RFPs/DDQs and the positioning of investment strategies in the marketplace.

• You are responsible for the entire finance function of JAKALA Germany, including accounting, controlling, forecasting, cash management, reporting and compliance. • You ensure the timely preparation of monthly, quarterly and annual financial statements in accordance with HGB (German GAAP) and reporting to the international group. • You develop transparent, robust financial management including budgeting, forecasting, cash flow management and variance analysis in collaboration with the central finance team at the headquarters in Italy. • You produce meaningful financial reports, analyses and financial models as a basis for strategic and operational decisions. • You act as a sparring partner for management on financial matters relating to pricing, investments, profitability, cost structures and growth initiatives. • You identify financial risks, establish effective internal controls and ensure compliance with legal, tax and group-wide requirements. • You optimize and harmonize existing finance processes and systems, particularly in the post-merger phase and in coordination with HQ. • You drive efficiency, scalability and automation within the finance organization, including the deployment of modern tools and AI. • You work closely with international finance teams to implement group-wide standards and processes. • You manage relationships with external partners such as tax advisors, auditors, banks, investors and authorities. • You lead, develop and further build a high-performing finance team both technically and strategically.

• Own and manage the CFO’s calendar, inbox, priorities, and follow-through across multiple workstreams, ensuring high-impact items are prioritized and executed. • Act as a true execution partner, bridging communication between leadership, vendors, legal, finance, operations, and external stakeholders. • Support business operations and strategic initiatives, helping drive accountability, tracking deliverables, and ensuring projects move forward. • Coordinate vendor relationships, contracts, renewals, and support operational due diligence processes. • Assist with legal and compliance-related workflows, including contract coordination, documentation tracking, trademarks, patents, and other high-stakes processes. • Support financial operations by reviewing reports, tracking budgets, vendor pricing, invoices, and identifying inconsistencies or opportunities for optimization. • Build, maintain, and improve systems, SOPs, workflows, dashboards, and operational processes to improve efficiency and reduce executive overhead. • Leverage AI tools (Claude, ChatGPT, automation tools, AI agents) to optimize workflows, documentation, and operational execution. • Prepare meeting materials, agendas, executive briefings, and maintain accountability around follow-ups and key action items. • Support exit readiness initiatives, data rooms, and confidential documentation processes as needed. • Coordinate travel, logistics, and ad hoc executive support requests in fast-changing environments.