• Partner with internal teams to identify, prioritize, and deliver enhancements across multiple domains: Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale. • Collaborate with diverse technical and non-technical stakeholders to define, document and execute product strategies and roadmaps. • Lead cross-functional initiatives, including but not limited to new investment product launches, to improve user experience for internal teams and clients. • Support escalated issues from the Product Support team, ensuring timely resolution and effective communication. • Drive change management and adoption of new features and processes across platforms and teams. • Rationalize and articulate priorities based on business impact and strategic alignment. • Operate with a strong sense of ownership and accountability for outcomes. • Continuously learn and adapt to evolving business needs and technology landscapes. • Document and refine business processes, workflows, and reporting outputs. • Manage a portfolio of integration and enhancement activities from planning to execution.

Role Description As Director of Finance, you will serve as the analytical and operational backbone of a senior finance advisory pod supporting multiple CPG, DTC, retail, and consumer brands. You will own financial modeling, forecasting, reporting, KPI infrastructure, and executive-ready analysis so senior finance leaders can focus on strategic planning, capital allocation, and founder advisory. This is a highly visible role where you will work closely with CFO-level leaders, client executives, and cross-functional teams across marketing, supply chain, operations, and leadership. The right person will bring the technical depth of investment banking or advanced FP&A, combined with the judgment and communication skills to guide real business decisions. Responsibilities - Build and maintain dynamic 1-year, 3-year, and 5-year financial models, including three-statement models, scenario analyses, and sensitivity tables - Own rolling forecasts, annual budgets, variance analysis, and financial reporting across a portfolio of client engagements - Develop KPI dashboards, executive reporting packages, and board-ready materials that turn complex data into clear decisions - Lead margin analysis, demand planning, unit economics reviews, and financial analysis tied to pricing, channel mix, inventory, and vendor decisions - Partner with senior finance leaders as the primary analytical owner across multiple client relationships - Prepare materials for board meetings, investor calls, strategic planning sessions, fundraising processes, and M&A-related work - Step into client meetings when needed and communicate confidently with leaders across marketing, supply chain, operations, and executive teams - Support capital markets work, including investor decks, lender reporting, data rooms, credit packs, due diligence materials, and runway planning - Improve recurring workflows by templatizing reports, documenting SOPs, and strengthening analytical infrastructure across engagements - Use Excel, Google Sheets, AI tools, and automation platforms to make reporting and analysis faster, cleaner, and more scalable Qualifications - 8+ years of progressive experience in FP&A, investment banking, private equity, corporate finance, or finance advisory - Prior experience in a multi-client, portfolio support, consulting, fractional finance, PE operating, or multi-entity environment - Advanced financial modeling skills, including multi-year three-statement models, DCF, LBO, scenario analysis, and sensitivity tables - Strong understanding of consumer business models, including DTC, retail, omnichannel, wholesale, CPG, or related sectors - Working knowledge of accounting principles, including accrual vs. cash accounting, revenue recognition, COGS treatment, and inventory accounting - Ability to synthesize complex financial data into clear, executive-ready insights for senior stakeholders - Confidence operating independently in client-facing conversations with cross-functional leaders Requirements - Investment banking or private equity background - Experience with QuickBooks Online, NetSuite, Xero, or BI/reporting tools - Experience supporting fundraising, M&A, lender reporting, or investor-facing processes - Strong working knowledge of LLMs such as Claude or ChatGPT and automation platforms - Exposure to beauty, retail, consumer goods, or founder-led growth companies Benefits - Access to a $200K+ perk marketplace with discounts on 150+ global services - Option to withdraw up to 50% of approved earnings before payday

• Oversee and prepare group consolidations in support of quarter- and year-end close • Support the US GAAP external and internal reporting process • Prepare the financial reporting requirements for any Debt Issuance • Ensure all controls and government processes are being followed and accurately recorded • Assist with the maintenance and ongoing development of the internal control framework • Participate in process improvement and other ad hoc projects as required • Act as a key liaison with internal and external auditors on financial reporting • Significant interaction and coordination with actuarial, investments, and tax teams

Role Description GovCIO is currently hiring for Financial and Budget Analyst to support financial management, data analysis and reporting activities at the Department of Homeland Security (DHS) Immigration and Customs Enforcement (ICE). This role will be responsible for providing support to a Fiscal Management focused mission delivery team to execute budget formulation, budget execution, government taskings, data calls, analytics and dashboard development, and various other programmatic needs. This will be a fully remote position. - Participate in budget formulation and execution processes. - Provide briefings and guidance to senior internal and external stakeholders. - Develop and use relevant costing data and program analysis techniques to capture financial savings in support of client mission and strategic direction. - Capture and/or create required budget requirements, conduct analysis of portfolio/product focused issues, and lead resolution activities as defined by the program outcome objectives. - Develop financial management recommendations and associated deliverables (white paper, issues paper, risk assessment, etc.) - Analyze candidate projects to ensure they are appropriately justified, prioritized and structured to yield the expected business value identified. - Assist in all aspects of Multi-Year Planning (MYP) activities. - Work with stakeholders to coordinate Budget Formulation exercises. - Develop leadership briefings to elicit budget or project issue identification, project risks and/or technical issues. - Monitor execution year budget figures, ensuring all funds are obligating on time. - Support analysis of budgetary needs, execution of new requirement, and response to budget alignment with mission needs. - Work with all team members to analyze changes in requirements and recommend the most expedient solutions in a timely manner. - Leverage excellent presentation development skills to prepare meeting agendas and synthesize complex information into succinct visualizations using tools such as PowerPoint. Qualifications - Bachelor’s Degree (or commensurate experience) - 5+ years of experience working in dynamic customer delivery environments (2 years of experience may be removed for a Master's Degree) - 2+ years of experience directly in financial analyst and budgetary requirements Requirements - Experience delivering for DHS and/or US government agencies (previous or existing DHS clearance highly preferred) - 2 or more years of federal financial and budget analysis experience - Knowledge and experience in program planning, scheduling, budget planning/formulation, and cost analysis - Strong understanding in project management and data analysis - Strong analytical, problem-solving, and organizational abilities - Ability to work independently in an extremely fast-paced environment - Ability to lead and direct a group of analysts to execute program tasks - Ability to foster collaborative relationships with other team and external stakeholders - Be flexible to change direction on a moment’s notice while also tracking/executing tasks in progress - Ability to think “outside of the box” while communicating or dealing with a variety of situations - Ability to obtain and maintain a DHS clearance (US Citizenship required) Benefits - Posted Salary Range: USD $80,000.00 - USD $90,000.00 /Yr.