• Demonstrate expertise in collecting and analyzing threat intelligence data across all categories of cyberthreats relevant to the financial services industry. • Document and communicate emerging threats, trends and their potential impact to the financial services industry in a timely manner. • Translate your threat intelligence collection into multiple formats that can be shared effectively with internal and external partners. • Map new threat intelligence findings into threat intelligence repositories. • Investigate and communicate an adversary’s actions through use of common frameworks such as MITRE ATT&CK and the Diamond Model. • Conduct deep analysis using Palo Alto Networks internal telemetry and open-source datasets. • Conduct quick-turnaround threat analysis for high-visibility threat research and urgent requests. • Serve as an internal SME for threats related to the financial services industry. • Demonstrate thought leadership across Unit 42 and within the financial services industry. • Foster strong collaboration with key stakeholders across different functional teams and among partner organizations. • Grow and maintain industry connections.

• 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.