• Guide members through weeks 3–8 of an 8-week financial education program. • Lead live group sessions and support 1:1 coaching when needed. • Onboard new members and help them stay engaged throughout the program. • Answer questions and provide support through Skool, DMs, and community posts. • Explain financial and investment concepts in a simple, clear, and engaging way. • Track member progress, feedback, and participation. • Help collect testimonials, wins, and member success stories. • Use AI tools and internal systems to improve the member experience.

• Serve as a senior point of contact for financial services clients across capital markets matters. • Build and maintain trusted relationships with General Counsel, Heads of Legal, Business Stakeholders, and Operations leaders. • Understand client objectives and develop tailored legal and operational solutions. • Identify opportunities for expanded services and support business development initiatives. • Lead the delivery of large-scale capital markets projects across: - Debt Capital Markets (DCM) - Equity Capital Markets (ECM) - Structured Finance - Securitization - Derivatives and ISDA documentation - Loan and Credit Transactions - Private Credit and Leveraged Finance • Provide subject matter expertise on transaction lifecycle management, documentation, regulatory requirements, and market practice. • Support clients through transaction execution, remediation, repapering, and regulatory change initiatives. • Lead multidisciplinary teams comprising lawyers, legal analysts, project managers, legal engineers, and consultants. • Provide coaching, mentoring, and professional development support. • Manage resource allocation and delivery quality across multiple client engagements. • Foster a culture of innovation, collaboration, and continuous improvement. • Advise clients on legal operating model transformation initiatives. • Assess and redesign legal and operational processes to improve efficiency and scalability. • Lead change management and implementation programs. • Develop solutions that leverage technology, automation, and AI to enhance legal service delivery. • Partner with Legal Engineering and Technology teams to identify automation opportunities. • Support implementation of AI-enabled solutions within legal and compliance functions. • Drive adoption of data-driven approaches to legal service delivery. • Contribute to proposals, pitches, and client presentations. • Support revenue growth through expansion of existing client relationships. • Develop thought leadership and market insights within the capital markets sector. • Represent Factor at industry events, conferences, and client meetings.

• Own and consistently improve the company forecasting models • Report on monthly financial results and forecasts • Develop and continuously improve reporting dashboards • Provide strategic financial insights and recommendations • Work cross-functionally with senior leaders across sales channels and departments • Partner with cross-functional teams to gather inputs for annual budgeting and reforecast processes • Develop business cases and financial analyses • Evaluate the financial impact and return on investment of strategic initiatives • Proactively identify risks and opportunities • Continuously improve financial planning processes

• Lead month-end close, consolidating and analyzing monthly variances across the business. • Assume ownership for management reporting package and tracking of various key performance metrics. • Support forecasting and budgeting routines (monthly forecasts, annual plans, and multi-year strategic outlook) by partnering with cross functional teams to incorporate key assumptions, risks, and opportunities. • Continuously improve forecast accuracy by identifying trends, gaps, and process enhancements • Own the preparation and delivery of management reporting by providing specific, actionable, and forward-looking commentary on the changes and guidance on potential risk and opportunities. • Demonstrate a comprehensive understanding of the business drivers across the full P&L (volume/sales, trade, COGS, marketing, SG&A) and price/volume/mix analysis • Support sales finance activities as needed, including promotion effectiveness, pricing, and trade investment analysis in partnership with Trade Planning and RGM teams • Build financial models and scenario analyses to support key decision making, leveraging advanced data processing and automation functionalities (e.g. Power Query, Power Pivot) • Develop partnership with the business teams for new product innovation, work cross-functionally to build P&Ls and assess financial viability of projects. • Champion an analytical mindset and discipline to provide data-driven financial advisory across cross-functional teams.