• Support monthly, quarterly, and annual workforce planning activities. • Maintain the employee roster and position planning data models. • Assist in analyzing budget-to-actual variances related to salaries and other workforce expenses. • Monitor, maintain, and validate data integrations between Workday and Adaptive Planning. • Perform data quality audits and structural reconciliations. • Create and maintain reports, dashboards, and data models using Google Sheets and Adaptive Planning. • Partner cross-functionally with Finance, HR, and People Analytics teams.

• 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