• Drive ETF sales and AUM growth across key US distribution channels, including Registered Investment Advisors (RIAs), independent broker-dealers, platforms, and institutional investors • Develop and execute a national sales strategy aligned with the company's product positioning and brand • Build and maintain strong relationships with financial advisors, investment committees, and home office contacts • Represent the firm at industry conferences, webinars, and client meetings • Collaborate closely with the Israel-based headquarters on product knowledge, market intelligence, and strategic initiatives • Gather market feedback and competitive insights to inform product development and marketing strategy • Recruit and build a high-performing sales team as distribution scales

• Own and operate dashboards, reporting structures, data mapping, and ongoing maintenance within Datarails. • Regular involvement with budgeting and forecasting models and underlying assumptions in close coordination with the VP of Finance and FP&A Manager. • Run, forecast, and manage the company’s 13-week cash flow model. • Detailed analysis on key monthly driving factors of P&L trends. • Ownership of sales performance trends, board reporting, pipeline management, commission calculations. • Ownership of closed/won opportunity auditing and tracking of sold but not yet implemented orders. • Build partnerships and collaborate with various leaders of the business to support data-driven initiatives and KPI tracking. • Perform ad hoc financial and operational analysis, identify process improvement opportunities, and support special projects as business needs evolve.

• Assist in the development of annual budgets, monthly forecasts, and long-range financial plans • Support the implementation and ongoing management of Workday Adaptive Planning • Collaborate cross-functionally to gather inputs, assumptions, and key business drivers • Analyze financial performance vs. budget/forecast; highlight variances, trends, risks, and opportunities • Build and maintain financial models that inform business decisions and strategic initiatives • Support creation of dashboards and data visualizations for senior leadership (Power BI preferred) • Support the management budgets for multiple departments with a focus on ROI and fiscal discipline • Identify opportunities to improve financial processes, automation, and accuracy

• As a Solution Advisory Consultant (m/f/d) on the DACH team, you act as the specialist bridge between our customers and the Jedox platform. • Your focus is on Financial Consolidation, Group Reporting and Disclosure, combined with classic FP&A topics. • In close collaboration with Sales, you accompany customers from first contact through to contract close and position Jedox as a strategic, holistic finance platform. • In this role you help finance and controlling organizations understand their functional challenges and design future-ready solutions. • You connect consolidation and planning requirements, translate complex finance processes into compelling use cases, and deliver real value for our customers. • First-hand understanding of financial challenges: Analyze requirements from finance and controlling teams, especially in financial consolidation, group reporting, and disclosure, and map them to the Jedox platform. • Connecting FinCon and FP&A holistically: Demonstrate the added value of an integrated platform by linking consolidation, reporting and planning processes. • Presenting Jedox convincingly: Run client meetings, demos, webinars and event presentations – tailored to the audience from controller to CFO. • Making use cases tangible: Guide customers through typical financial scenarios such as consolidation, planning and reporting, positioning Jedox as a strategic solution. • Assessing and classifying requirements: Provide initial feasibility and effort estimates in close coordination with consulting. • Developing prototypes and POCs: Design and present solutions that address both consolidation and planning requirements. • Supporting sales processes end-to-end: Provide expert-technical support throughout the entire sales cycle. • Facilitating workshops: Plan, run and moderate customer workshops to capture requirements and define solutions. • Collaborating cross-functionally: Work closely with sales, consulting and product management to ensure a consistent, high-quality customer approach.