• Own the technical delivery and quality of Finance data & BI solutions • Lead the design and implementation of: Data pipelines, Data models and marts, Reporting and dashboards • Ensure alignment with data governance, architecture standards and best practices • Act as Tech Lead on Finance data initiatives (design, estimation, delivery oversight) • Collaborate closely with senior Finance stakeholders to translate business needs into scalable solutions • Provide technical guidance and mentoring to the delivery team • Contribute hands-on when needed (development, troubleshooting) • Drive Agile delivery and CI/CD practices (Azure DevOps / GitHub) • Continuously improve the Data & BI framework and ways of working

• Serve as the dedicated finance partner to GTM leadership (Sales, Marketing, Customer Success), providing data-driven guidance on investments, resource allocation, and strategic trade-offs. • Translate complex financial models and SaaS operating metrics into clear narratives and recommendations for VP- and C-level stakeholders. • Proactively surface risks, opportunities, and efficiency improvements across the GTM organization. • Assist in the annual operating plan (AOP), rolling forecasts, and long-range planning for all GTM functions. • Build and maintain the topline capacity model and net new ARR forecast, including headcount, quota coverage, ramp assumptions, and pipeline inputs. • Partner with Ops teams to align financial models with CRM data and GTM operating rhythms. • Deliver monthly and quarterly variance analysis with crisp commentary for leadership and board-level reporting. • Assist in commissions process including calculation, reporting, modeling for GTM teams and leadership compensation plans. • Partner with GTM leadership and HR to help design, model, and stress-test new comp plan structures. • Leverage CaptivateIQ's own platform to drive accuracy, automation, and transparency in commissions reporting — you'll be a power user of the product you help sell. • Build and track GTM financial frameworks including CAC, LTV, payback period, sales productivity, and revenue efficiency metrics. • Benchmark performance against SaaS industry peers and surface insights to guide GTM investment decisions. • Develop ROI models for key GTM initiatives (new segments, headcount investments, marketing programs). • Drive adoption and optimization of planning tools including Adaptive Insights (Workday Adaptive Planning) and other EPM platforms. • Champion AI-powered automation to improve forecast accuracy, reduce manual work, and scale finance processes. • Partner with Finance leadership on systems roadmap and tooling investments.

• You’ll be responsible for the financial operations, reporting rhythm, cash visibility, and key operational controls across: • Family investment trust • Australian operating company • Australian health & wellness business with physical product / inventory (Unleashed ERP) • Personal family budget — household cash flow, recurring payments, and simple reporting, handled with discretion and clear boundaries (currently in Lunch Money; open to alternatives) • Your job is to run the close, the cash, the controls, and the value-creation moves cleanly across the three entities plus the family budget.

• Own, build, and continuously refine the Revenue and Marketing forecast model for Nutrafol's .COM and Amazon channels, serving as the single owner of the financial plan for these businesses and ensuring it reflects current channel strategy, market dynamics, and evolving assumptions. • Facilitate and continuously improve the annual and ongoing financial planning process for .COM and Amazon, coordinating with channel, Marketing, and commercial teams, setting the planning calendar, and delivering a consolidated channel financial plan to senior leadership. • Lead key strategic finance initiatives, including scenario planning, investment prioritization, and other high-priority projects assigned by senior leadership. • Act as a trusted thought partner to the CMO and SVP, Head of Finance, partnering on strategic insights and decision making for the .COM and Amazon channels and translating complex financial analysis into clear, actionable recommendations. • Build, manage, and develop a team, fostering a high-performance culture with a focus on continuous improvement, analytical rigor, and strong business partnership. • Drive the adoption of best-in-class financial planning tools, processes, and AI-enabled workflows to increase team velocity and insight quality. • Partner with Accounting, Data, and Business teams to ensure the integrity and consistency of financial data underpinning plans, forecasts, and reporting.