• Review AI-generated financial analyses for accuracy, logic, and professional quality. • Evaluate valuation outputs, financial modeling assumptions, and transaction-related reasoning. • Assess whether AI responses reflect real-world investment banking standards. • Identify errors, weak assumptions, missing context, or misleading conclusions. • Review deal scenarios involving M&A, capital markets, private equity, or strategic finance. • Provide clear written feedback using project-specific rubrics and instructions. • Apply your experience in financial modeling, valuation, and deal execution to help improve AI system performance. • Work independently in a remote, asynchronous environment.

• Own a portfolio of clients end-to-end — building their financial models, running their monthly numbers, and fielding questions directly from owners and their investors • Build 3-statement financial models from the ground up, then run and adjust them every month against each client's actual results • Handle financial modelling, budgeting, cash flow forecasting, scenario planning and variance analysis • Work across a wide range of platforms including Shopify, QuickBooks Online, Xero, Google Sheets, Google Docs, Glew.io, Amazon Seller/Vendor, Rippling and Gusto

• Assist in the development and evaluation of investment strategies, incorporating results of asset modeling, reporting, and analysis, ensuring appropriate alignment with ALM, earnings, and capital, while managing to Investment Guidelines. • Provide support for senior members of the Investments team in the evaluation of information used in various asset modeling, portfolio optimization, and trade program process. • Coordinate, automate and manage consolidated reporting for the Company’s investment portfolio. • Help communicate investment directives and needs to the external asset managers in a timely and regular manner. • Liaise with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems. • Improve operational efficiency of the cash management process. • Manage the investment data process; automate existing processes; integrate various systems. • Detect and correct data errors coming from the existing database • Help in the calculation of CECL allowances for impairments • Collaborate cross-functionally across departments such as Actuarial and Finance FPA to communicate investment activity for use in actuarial modeling and corporate planning and analysis. • Provide ad-hoc analytical requests

• Ownership of key customer value metrics • Building playbooks for the sales and customer support functions • Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers • Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc • Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account