• Lead and develop a small team of FP&A analysts, taking ownership of their workstreams, growth and quality of output • Own revenue assurance — ensuring reported ARR, NRR, GRR, churn and recurring revenue metrics are accurate, well-controlled and tell a coherent story • Drive month-end close analysis on the revenue side, including variance analysis against budget and forecast, and production of the monthly Revenue narrative for management and investor consumption • Own the production and quality of recurring reporting deliverables, including the monthly sponsor pack, budget packs, sponsor reporting requests, and ad hoc requests from business leadership • Lead strategic projects on the revenue side of the business, including customer cancellation deep-dives, retention and churn analysis, pricing strategy reviews and segment profitability • Work closely with stakeholders across Customer Success, Revenue Operations and the wider Finance function — identifying and acting on opportunities to improve customer retention and lifetime value • Lead the data quality and governance agenda for the Revenue pillar, establishing standards and ensuring the team operates from a clean, controlled and trusted dataset • Drive process improvement and automation across the Revenue pillar — turning the recurring reporting and analytical workload into an opportunity to introduce new tools, automation and AI-augmented workflows that elevate the team's output • Support forecast and budget cycles for recurring revenue, working closely with the broader FP&A team and stakeholders across the business • Step in on broader pillar priorities as required, supporting the Senior FP&A Manager across strategic finance projects and senior stakeholder requests

• Own the deal process from active opportunity through signed agreement, ensuring each stage has clear owners, entry/exit criteria, and expected timelines. • Act as the operational coordinator on in-flight deals, aligning Sales, Solutions, Legal, and Finance to ensure our process is followed, resolve blockers, and maintain deal momentum. • Identify recurring sources of friction in the deal cycle and build durable fixes, whether process changes, templates, playbooks, or system improvements. • Establish clear activity standards across Sales and CSM and monitor adherence, flagging gaps before they become problems. • Own HubSpot as Teak's system of record: data integrity, field definitions, pipeline stage logic, and user governance across Sales, Solutions, and CS. • Partner with Sales, Solutions, and CS leads to enforce CRM hygiene standards and ensure deal data is consistently captured and usable downstream. • Build and own a forward-looking planning model: the data foundation that turns pipeline, historical conversion, and capacity into reliable projections, scenario plans, and what-if analysis, so leadership can see around corners and plan ahead rather than react to what has already happened.

• Design and own scalable enablement programs for Revenue leaders and frontline sellers, with an initial focus on leader enablement, sales methodology, and new hire onboarding. • Build a revenue-specific leader program that complements Affirm’s company-wide leader programming and strengthens coaching, inspection, manager effectiveness, and bench-building capabilities. • Define the strategy and operating model for a unified sales methodology program across Revenue, including how the methodology is translated into practical field behaviors and reinforced over time. • Partner closely with Sales leadership, frontline managers, Instructional Design, and Analytics to align on priorities, target behaviors, rollout plans, and success measures. • Create repeatable program structures, stakeholder rhythms, and governance to ensure programs are scalable, measurable, and consistently maintained over time. • Drive adoption and behavior change through strong change management, manager reinforcement, and in-workflow enablement rather than one-time training events. • Define and track program success metrics, including manager adoption, methodology adoption, behavior change, and field productivity, leveraging insights to continuously improve program effectiveness.

• Design and own scalable enablement programs for Revenue leaders and frontline sellers, with an initial focus on leader enablement, sales methodology, and new hire onboarding. • Build a revenue-specific leader program that complements Affirm’s company-wide leader programming and strengthens coaching, inspection, manager effectiveness, and bench-building capabilities. • Define the strategy and operating model for a unified sales methodology program across Revenue, including how the methodology is translated into practical field behaviors and reinforced over time. • Partner closely with Sales leadership, frontline managers, Instructional Design, and Analytics to align on priorities, target behaviors, rollout plans, and success measures. • Create repeatable program structures, stakeholder rhythms, and governance to ensure programs are scalable, measurable, and consistently maintained over time. • Drive adoption and behavior change through strong change management, manager reinforcement, and in-workflow enablement rather than one-time training events. • Define and track program success metrics, including manager adoption, methodology adoption, behavior change, and field productivity, leveraging insights to continuously improve program effectiveness.