• 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

• Provide professional business support and take ownership of simple to moderately complex assignments • Apply technical and operational proficiency to solve financial and business problems • Contribute to the completion of projects and programs, collaborating with internal and external stakeholders • Lead the preparation of cost proposals, ensuring compliance • Develop cost structures and pricing strategies • Independently monitor project budgets ensuring accuracy • Analyze budget forecasts to identify discrepancies and recommend corrective actions • Prepare and review monthly financial reports • Collaborate with Program Managers, Procurement, and Human Resources • Act as a liaison between technical teams, financial operations, and other departments • Lead small teams on lower-complexity project activities, providing guidance and support

• Manage end-to-end client invoicing process • Ensure invoices are accurately generated and tracked against HubSpot deal IDs • Maintain visibility into billing status across all active deals • Track and reconcile vendor invoices • Align costs with deals to determine cost of goods sold (COGS) • Monitor payment timelines and identify overdue accounts • Produce reports highlighting AR risks and aging balances • Help resolve existing billing backlog and invoicing discrepancies • Ensure invoices are correctly routed and delivered • Generate financial reports using QuickBooks and Bill.com • Provide visibility into revenue, costs, and financial health • Identify gaps in workflows, integrations, and data accuracy • Recommend improvements to enhance efficiency and reliability • Collaborate with internal teams and system admins

• Identify and execute borrow and loan opportunities across various asset classes (equities, fixed income, ETFs) using both manual and automated trading strategies. • Leverage SQL, AI tools to streamline daily tasks, develop analytical tools, and automate data-driven decisions, Go experience preferred. • Collaborate with Product, Engineering, and Operations teams to optimize data pipelines, trading systems, operational efficiency and risk controls. • Monitor outstanding loans, recalls, and rates to optimize risk and profitability. • Build and maintain relationships with borrowers, lenders, custodians, and firm client partners. • Assess and manage counterparty, credit, and market risk while staying informed of market developments and regulatory changes. • Work with existing and new securities lending vendors on product development solutions. • Create automated workflow solutions for securities lending trading and operations. • Assist in infrastructure building and business development for tokenized equities financing.