• Serve as a trusted financial advisor to VP and C-level leaders across R&D and G&A • Partner with business teams to analyze and evaluate strategic projects and initiatives • Design and implement analytical frameworks to measure efficiency and return on investment for headcount and non-headcount expenses • Drive reporting, process discipline, and financial routines • Build, own, and maintain sophisticated financial models • Define key performance metrics and leading indicators • Collaborate with cross-functional teams, including Data Science, to develop reporting dashboards, forecasts, and performance tracking systems

• Analyze and reconcile AWS Cost & Usage Reports (CUR) to ensure billing accuracy • Monitor cloud spending and identify cost trends and optimization opportunities • Develop and maintain chargeback/showback models for cloud cost allocation • Support budgeting, forecasting, and financial planning initiatives • Create executive dashboards and financial reports for cloud spend analysis • Manage cloud marketplace subscriptions and billing records • Collaborate with finance and engineering teams to improve cloud financial governance • Provide accurate reporting and recommendations to support business decision-making

• 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.