• 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.

• Analyze principal investigators research funding portfolio, including discretionary funding sources, to assist principal investigators in resource and personnel allocation planning • Generate monthly financial and payroll reports for PI reconciliation • Partner with PIs to develop comprehensive financial projections of future expenditures including burn rate and personnel forecasts • Make recommendations to PIs as necessary based on analysis of budget and current expenditures • Analyze financial and payroll discrepancies to ensure timely corrections • Analyze PIs' research funding portfolio to ensure continued compliance with uniform guidance, sponsor, and university regulations • Provide guidance to PIs on cost allowability based on analysis of award terms and conditions • Review project expenditures, cost transfers, and payroll expenses to ensure proper allocation in accordance with all applicable regulations • Analyze project budget and actual expenditures for compliance with sponsor specific regulations and make necessary recommendations to PI based on findings • Analyze student effort allocations on a semester basis to ensure compliance with terms & conditions of the award and budget • Ensure that the project records (NOGA, Amendments, correspondence, etc.) are kept in good order and filed electronically readily available for review and audit • Assist PIs with submitting all grant related transactions including but not limited to no-cost extensions, rebudgets, effort reductions, carryovers, advance account requests, closeouts and ad hoc financial reports to sponsors • Assist PIs with all administrative aspects of an award • Ensure grant transactions are routed through the appropriate offices and processed in a timely manner • Work with NU-RES to ensure new awards are properly set up in Banner and added to the PI’s portfolio • Work with PI and Department Business Manager to clear the deficit accounts • Assist supervisor with analyzing processes to improve workflow and work efficiencies • Assist in developing new financial analysis and reporting capabilities for faculty portfolios • Assist less experienced analysts with complex post award scenarios • Lead team trainings and utilize expertise to mentor new analysts