• Entwicklung und Verantwortung der strategischen Finanz- und Kapitalarchitektur des DEHIB im Rahmen der langfristigen Wachstumsziele • Aufbau, Bewertung und Weiterentwicklung von Businessplänen, Finanzmodellen und Szenarien für bestehende und neue Initiativen • Entwicklung einer nachhaltigen Investment- und Kapitalstrategie (Eigenkapital, Fremdkapital, Fördermittel, Co-Investments) • Vorbereitung und Begleitung von Gesprächen mit Investoren, Förderpartnern und Finanzierungspartnern • Beratung des Bundesvorstands bei Kapitalallokation, Wachstumsentscheidungen und finanziellen Risikoabwägungen • Aufbau von Governance-Strukturen für Beteiligungen, Tochtergesellschaften und verbundene Einheiten • Sicherstellung einer klaren finanziellen Trennung zwischen gemeinnützigen und wirtschaftlichen Aktivitäten

Role Description This is a launchpad for elite planners ready to shape the future of wealth. The Associate Financial Planner serves as the operational and strategic right hand to our Lead and Senior Planners and allows them to operate at the highest level. This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance. We’re a very high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients aren’t just high-net-worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need rockstar Senior Financial Planners to lead the charge. What Makes This Role Insanely Exciting - Revolutionize the Industry: This isn’t just about advising – this is your chance to reshape how top entrepreneurs and business owners think about wealth. You’ll be part of the financial planning process, enabling sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. - Work with the Best of the Best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possible. - Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. - Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. Qualifications - Bachelor’s degree in Finance, Business, Economics, or related field. - 3-5 years of experience in financial planning, wealth management, or a client service role in a professional services environment. - Real-world, hands-on experience is a must. - Strong proficiency in Microsoft Office Suite. - Able to master firm-specific tools quickly. - Passionate about using AI to drive efficiency. - Excellent verbal and written communication skills. - Alignment to Socha Capital’s core values and commitment to excellence. Requirements - Own your outcomes and thrive under pressure. - Ability to turn ambiguity into execution. - Proactive, ownership-driven mindset with the ability to anticipate needs. - Strong attention to detail. - Delivering the best solutions for clients requires keeping your eye on the little things. Benefits - Growth & Certification Support: Associates are encouraged to pursue professional designations such as the CFP®. Socha Capital reimburses for approved certifications upon successful completion. - Remote Work, Unlimited PTO: Design your work to fit your life. - Strong Earnings Potential & Comprehensive Benefits: Competitive pay, health, 401(k) match, and all the essentials to take care of you and your family. - Mission-Driven Environment: We're not here to be average. We're here to build something extraordinary—and we're all in.

• Review and administer casino commercial agreements, ensuring all contractual terms are accurately captured within billing estimation reports • Validate game commercial rates and pricing structures, ensuring alignment between contractual terms, internal expectations, and vendor invoices. • Manage end-to-end game vendor work order processes, including payment approvals and compliance with internal controls. • Design, maintain, and continuously improve monthly reporting and reconciliation processes to enhance efficiency, accuracy, and transparency. • Prepare and analyze monthly financial and operational reports, including total costs, key trends, and variance analysis. • Communicate monthly reporting outcomes and commercial performance insights to internal stakeholders and external partners. • Collaborate with accounting teams to investigate invoice discrepancies, resolve billing issues, and recover outstanding marketing incentives or commercial credits. • Collect availability reports from operational teams and calculate applicable service credits in accordance with contractual obligations. • Partner with data teams to ensure invoice accuracy and alignment across regulatory reporting requirements, time zones, and data sources. • Ensure alignment with stakeholders regarding ongoing deals, bespoke game agreements, minimum guarantees, and other temporary commercial arrangements. • Evaluate investment efficiency for internal games, bespoke content and branded opportunities.

• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense • Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast • Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations • Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor) • Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn • Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems • Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast • Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy • Serve as a finance partner to multiple functional areas • Translate financial data into actionable insights for operational leaders with varying levels of finance literacy • Support department heads through headcount planning, quota and commission modeling, and budget management • Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support) • Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries • Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed