• Serve as Finance’s decision authority within Deal Desk for complex, strategic, and non-standard transactions • Partner directly with Sales leadership to structure deals that optimize growth, margin, and risk • Establish financial guardrails for pricing, discounting, and commercial terms • Provide clear go / no-go financial guidance on high-impact deals • Escalate material economic or structural risks to executive leadership • Translate bookings activity into forward-looking financial impact across margin, cash, and revenue predictability • Chair and own the global Commission Committee, setting agenda, governance standards, and decision frameworks • Define approval thresholds and financial guardrails for commission plans and exceptions • Ensure incentive structures align with GTM strategy, profitability targets, and long-term financial sustainability • Serve as the final Finance authority on commission economics and plan design • Lead modeling, scenario analysis, and impact assessments for new or revised incentive plans • Act as the CFO’s primary commercial finance partner to the CRO and GTM leadership • Bridge sales strategy to financial outcomes, ensuring clear linkage between bookings, margin, and enterprise value • Partner with RevOps and Sales Operations to optimize deal velocity while preserving economic discipline • Provide executive-ready analysis on GTM performance, incentive cost as a percentage of gross margin, and long-term profitability trends • Evaluate new business models, pricing constructs, and revenue streams with a disciplined financial lens • Build and maintain advanced models to evaluate deal economics, contribution margin, incentive cost, and scenario outcomes • Quantify trade-offs between growth acceleration and margin compression • Provide clear executive narratives linking GTM activity to financial performance • Standardize global commercial reporting to drive consistency and transparency • Own commission payout governance in partnership with Accounting • Ensure accurate, timely, and compliant payouts aligned with the company’s business model • Design scalable controls to minimize risk, reduce manual intervention, and support audit requirements

• Lead annual budgeting, quarterly forecasting, and long-range planning processes • Develop dynamic, driver-based financial models that integrate directly with ERP data • Perform detailed variance and trend analysis, delivering actionable insights to leadership • Support capital planning, investment modeling, and scenario analysis • Serve as the finance team’s NetSuite subject matter expert • Design and maintain NetSuite saved searches, reports, dashboards, and workflows • Partner with IT and external consultants to optimize system configuration and controls • Improve data structure, chart of accounts, segments, and reporting hierarchies • Support system upgrades, enhancements, and integrations with planning or BI tools • Identify manual processes and implement automation solutions within NetSuite and adjacent systems • Build automated reporting packages that reduce close and forecast cycle time • Develop data pipelines between NetSuite and BI/forecasting tools • Utilize advanced Excel (Power Query, macros), SQL, or scripting tools to streamline data workflows • Improve data integrity, reconciliation processes, and reporting accuracy • Build executive dashboards and KPI tracking tools leveraging NetSuite and BI platforms • Standardize financial and operational reporting across departments • Enable self-service reporting for business stakeholders • Deliver board-ready reporting materials and analytics • Collaborate with Accounting on close process improvements and reporting alignment • Partner with Operations and department leaders to align systems with business needs • Provide analytical support for strategic initiatives and growth investments

• Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios. • Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates. • Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic. • Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks. • Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures. • Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment. • Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.

• Convert complex investment banking and M&A processes into structured, knowledge-rich deliverables suitable for AI training and evaluation. • Build, review, and annotate advanced financial models, including LBO, M&A, three-statement, and valuation models. • Prepare and refine investor-grade materials such as Investment Committee (IC) memos, CIM sections, and due diligence reports. • Evaluate and enhance AI-generated financial analyses to ensure transaction accuracy, logical rigor, and professional clarity. • Curate and structure transaction datasets to support finance-focused AI systems. • Collaborate closely with product and engineering teams to accurately capture authentic deal dynamics and decision-making frameworks. • Maintain exceptional standards of written and verbal communication across all deliverables.