• Conduct cross-functional analysis and summarize results into actionable insights that support strategic decision making across the organization. • Support the annual financial planning process including: build budget templates, participate in department-level discussions, and develop structure for performance management against goals. • Prepare materials in conjunction with month-end close: Budget vs Actual reports, vendor level spend analysis, and monthly headcount reconciliation for the Sales and Marketing organization. • Generate and help to automate the reporting materials for the leadership, board of directors, etc. • Analyze financial data to identify areas of improvement across the organization. • Demonstrate strategic, analytical, interpersonal, organizational, and communication skills. • Acquire and maintain an understanding of the strategies, priorities and issues within the US healthcare system.

• Building the world’s most advanced digital asset platform for institutions to participate in crypto • Serving large traditional financial institutions as they enter the digital asset space • Supporting department and business line leads as they engage with clients • Refining the strategic direction of the business • Collaborating with partners across Anchorage

• Support core FP&A activities, including budgeting, forecasting, variance analysis, and month-end close. • Produce monthly financial reporting and analysis, highlighting key trends, risks, and opportunities. • Analyze commercial deal performance and build financial models that generate actionable insights. • Develop dashboards and performance reporting, partnering with business teams to drive results. • Partner cross-functionally to forecast and manage corporate revenue, COGS, OPEX, and other key financial drivers, translating data into clear recommendations.

• Assume full ownership of the FP&A platform and monthly financial reporting cycle • Lead the mid-year forecast process in partnership with functional leaders • Strengthen budget vs. actual variance analysis and reporting for executive leadership • Improve financial dashboards and reporting tools to better support decision-making • Build strong working relationships across programs, fundraising, and operations • Design and manage the annual budgeting process, including operating budgets, team budgets, and multi-year financial projections • Develop financial models to support strategic planning, scenario analysis, and long-term sustainability • Partner with functional leaders to forecast budgets and assess financial implications of new or evolving strategies • Prepare monthly budget vs. actual analyses with clear explanations of trends and recommendations • Manage cash flow forecasting aligned with revenue projections, investment activity, and spending plans • Produce monthly, quarterly, and annual financial reports for executive leadership, the Board, and the Finance Committee • Analyze financial performance across programs, fundraising, grantmaking, operations, and investments • Create dashboards and data visualizations that translate complex financial information into accessible insights • Conduct ad hoc analyses to support strategic decisions, including cost studies and benchmarking • Serve as the subject matter expert for the Foundation’s FP&A platform • Design and maintain financial models, reporting templates, and planning structures within the system • Continuously improve financial systems and processes to enhance accuracy, efficiency, and insight • Train and support colleagues in the use of financial tools and reports • Partner with accounting and operations teams to ensure alignment between accounting systems and FP&A tools • Act as a trusted financial advisor to colleagues across the organization • Support strategic planning processes with financial analysis and perspective • Provide financial support for grant proposal development and restricted funding management • Support investment performance reporting and financial policy development as needed • Provide backup support for accounting activities during peak periods or staff absences