• Design, build, and maintain complex, dynamic financial models that integrate operational, financial, and market drivers • Develop driver-based and predictive models to improve forecast accuracy and strategic insight • Build and maintain integration and synergy tracking models for acquired businesses • Deliver executive-level reporting packages, synthesizing complex financial data into actionable insights • Act as a trusted advisor to C-suite and senior operational leaders on financial and operational decisions • Enhance FP&A tools and platforms to support advanced modeling and analytics (e.g. Adaptive)

• Lead our R&D and GTM FP&A functions, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions • Develop, own and improve the process of defining the business impact of key R&D and GTM investments, providing connectivity between requisite investments, operational objectives, and financial targets • Partner with senior R&D and GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, and growth strategies • Build robust operational + financial models for major projects to help teams quantify ROI and trade-offs between driving growth and profitability • Lead cross-departmental financial projects and drive alignment between R&D and GTM on budgeting, resource planning, and strategic goals • Define and track key performance indicators / productivity metrics across R&D and GTM functions and lead performance measurement initiatives to drive accountability and transparency • Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality • Identify and spearhead opportunities to leverage AI-based tools to streamline existing processes, forecasting, and other ad-hoc analyses

• Oversee daily rhythms for your areas of support across GTM Sales and Finance to promote functional excellence and top-line growth • Contribute to the annual planning and quarterly forecast, along with variance analysis cycles • Partner with GTM Sales teams to align resource allocation with budget and financial targets; improve forecast accuracy and accountability • Become the subject matter expert on sales org structures and reporting • Partner with Revenue Operations to drive alignment and outcomes within the Sales organizations • Collaborate across GTM, Finance, and Business Intelligence to identify insights that increase growth and improve profitability; Explain findings into high-quality communications and help implement recommendations • Develop and refine models and other frameworks, such as Bookings (product & services), Rep Productivity, & Commissions • Contribute to ad-hoc analysis and presentations to guide our decisions & support partner needs • Oversee month-end close activities and maintain accuracy of financial reporting by partnering with Accounting • Other duties as assigned

• Partner with the CEO, Board, and leadership team on long-term value creation • Build multi-year financial plans, forecasts, and scenario models to support growth, profitability, and investment decisions • Support long-term planning, capital allocation decisions, and evaluation of future growth opportunities • Help leadership evaluate pricing, retention, expansion, product investments, and resource allocation decisions • Analyze growth investments, efficiency initiatives, and business trade-offs • Improve visibility into business performance through SaaS metrics, forecasting, and operating reviews • Drive planning processes across revenue, headcount, operating expenses, profitability, and resource allocation • Turn financial and operational data into actionable insights that improve decision-making across the business • Serve as a trusted finance partner to the CEO, Board, lenders, investors, auditors, and other external stakeholders • Develop board-quality reporting and financial storytelling • Provide leadership with clear, actionable insights into business performance and financial outcomes • Build confidence and credibility around the company’s planning, reporting, and decision-making capabilities • Support financing, strategic partnerships, acquisitions, and other corporate development opportunities as they arise • Help ensure the company maintains the reporting quality, governance, and operational readiness expected by increasingly sophisticated stakeholders • Build and lead high-performing Finance and Legal organizations capable of supporting the company through its next stage of growth and increasing operational complexity • Build, develop, and retain strong teams across Finance and Legal, creating a culture of accountability, ownership, and continuous improvement • Provide leadership and direction across accounting, financial operations, planning, reporting, legal, governance, and business partnership functions • Create the operating cadence, accountability, and management processes required for high-performing Finance and Legal teams • Build the finance foundation required for SE Ranking’s next stage, including GAAP-quality reporting, audit readiness, close cadence, multi-entity consolidation, revenue recognition discipline, controls, and scalable finance systems • Lead the modernization of finance systems and infrastructure, including the transition from QuickBooks to NetSuite or an equivalent ERP platform • Ensure strong governance, compliance, risk management, and operational discipline across the organization • Establish the financial capabilities, reporting discipline, and operational rigor expected of a category-leading SaaS company • Ensure the Finance and Legal functions can support a significantly larger and more complex business than we are today