• Build and maintain dynamic 1/3/5-year financial models (three-statement, scenario analysis, sensitivity tables) • Own rolling forecasts, annual budgets, and variance analysis across a portfolio of clients • Develop and manage KPI dashboards, executive reporting packages, and board-ready materials • Drive margin analysis, demand planning, and unit economics reviews • Ensure data integrity by partnering with internal accounting and controllership teams on reconciliations and close outputs • Serve as the analytical lead to Client CFOs across multiple engagements • Prepare materials and analysis for board meetings, investor calls, and strategic planning sessions • Step into client meetings independently when needed — engaging directly with marketing, supply chain, operations, and other functional leaders • Provide decision support on commercial questions: pricing, channel mix, inventory planning, vendor negotiations • Translate complex financial data into clear, actionable insights for non-finance stakeholders • Support fundraising and M&A: investor decks, data rooms, credit packs, due diligence materials • Assist with debt strategy, capital allocation scenarios, and cash runway planning • Build and maintain lender and investor reporting packages • Provide deal-time analytical support: LOI evaluation, term sheet comparison, closing mechanics • Templatize, automate, and scale recurring analytical workflows across engagements • Use Excel, Google Sheets, AI platforms (Claude, ChatGPT), and automation tools to deliver faster and smarter • Document SOPs and contribute to internal playbooks and the firm's knowledge base • Identify opportunities to improve reporting cadence, data pipelines, and analytical infrastructure

• Own the FP&A execution, financial modeling, and KPI infrastructure across a portfolio of high-growth consumer and retail brands. • Serve as the analytical and operational backbone of a pod-based delivery model. • Build and maintain dynamic financial models (three-statement, scenario analysis). • Own rolling forecasts, annual budgets, and variance analysis across a portfolio of clients. • Prepare materials and analysis for board meetings, investor calls, and strategic planning sessions. • Provide decision support on commercial questions: pricing, channel mix, inventory planning, vendor negotiations. • Support fundraising and M&A: investor decks, data rooms, credit packs, due diligence materials. • Optimize workflows and develop internal playbooks and knowledge base.

• Be the analytical engine behind every great CFO decision • Own the FP&A execution, financial modeling, and KPI infrastructure for multiple consumer and retail brands • Serve as the analytical and operational backbone of a pod-based delivery model • Partner with a Client CFO and a controllership/bookkeeping team • Own rolling forecasts, annual budgets, and variance analysis across a portfolio of clients • Drive margin analysis, demand planning, and unit economics reviews • Ensure data integrity by partnering with internal accounting and controllership teams • Prepare materials and analysis for board meetings, investor calls, and strategic planning sessions • Provide decision support on commercial questions: pricing, channel mix, inventory planning, vendor negotiations • Support fundraising and M&A: investor decks, data rooms, due diligence materials • Build and maintain lender and investor reporting packages • Make every cycle faster by templatizing, automating, and scaling recurring analytical workflows

• Provide actionable insights to drive business decisions based on finance and data analytics • Own the data warehouse strategy, governance and execution of the finance ledger • Build and lead a Center of Excellence for reporting including owning infrastructure and metrics across finance and the business units • Create, own, implement and track success of the Finance AI automation roadmap in partnership with FP&A, accounting and data • Establish data pipeline and AI model foundation • Understand and optimize our GCP infrastructure costs in partnership with engineering and Financial Operations • Establish Finance as the single source of truth for financial and business performance and create self-service analytics for key stakeholders • Manage a team of 4 engineers and 1 finance and strategy manager • Establish internal controls and support external audits related to data governance