• Originate and cultivate middle-market investment banking opportunities • Leverage Mariner's advisor network for sell-side, recapitalization, and strategic advisory opportunities • Serve as a strategic advisor to founder-led businesses • Lead client engagements throughout the transaction lifecycle • Direct end-to-end transaction execution • Partner with investment banking and legal teams for integrated advisory solutions • Drive business growth and market expansion • Maintain accountability for transaction quality and client satisfaction • Mentor and develop investment banking professionals

Role Description As a FP&A Technical Account Manager at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat. This position is 100% remote position open to candidates in the United Kingdom. No sponsorship or relocation assistance is available. - Partner with existing customers to design and implement additional products - Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment - Advise customers on best practices for financial processes and reporting within the Datarails ecosystem - Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development - Maintain strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs - Develop and iterate on internal playbooks, resources, and processes for add-on product engagements. Qualifications - 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred - Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models) - Strong communication and relationship-building skills - Bachelor’s degree or equivalent experience Requirements - This role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome. Benefits - Private medical and dental insurance through BUPA - Great PTO policy, parental leave, and company holidays - Competitive compensation, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills. - A supportive, agile, and creative work environment with brilliant colleagues! - Autonomy over your schedule and ownership of your work

• Prepare and analyze financial statements, budgets, and forecasts. • Conduct variance analysis to identify trends, risks, and opportunities. • Assist in the preparation of monthly, quarterly, and annual financial reports. • Manage accounts payable and receivable processes, ensuring timely and accurate transactions. • Reconcile accounts and resolve discrepancies. • Monitor cash flow and manage invoicing and payment collections. • Assist in the development of annual budgets and financial projections. • Track and report on budget performance, identifying areas for improvement. • Oversee day-to-day financial operations, including payroll, expense management, and vendor relations. • Implement and maintain financial controls and procedures. • Ensure compliance with accounting standards, regulations, and company policies. • Utilize financial software and tools to streamline and automate financial processes. • Work closely with the CEO and other senior leaders to provide financial insights and support decision-making. • Collaborate with cross-functional teams to ensure alignment on financial goals and objectives.

• Budgeting personal expenses and income/expenses of privately used assets • Executing payments upon requests of Family Office (FO) staff and UBO via credit cards, personal and corporate bank accounts, crypto wallets, etc • Accurate accounting of personal expenses in ERP on a monthly basis • Reporting plan vs actuals for personal expenses and financial performance of privately used assets monthly not later than the 15th of the following month, and providing insights on deviations, any insights at UBO/CFO request • Limited control over the substance of expenses initiated by FO staff • Communication with contractors on agreements, payment for performed services, required documentation, and reconciliation of receivables/payables • Verification of advance reports of the Family Office staff working on privately used assets, allocation of expenses • Communication with the Family Office staff regarding the financial performance of privately used assets • Managing privately used means of payment (personal accounts, credit cards, assigned phones, crypto wallets, etc.) - maintaining sufficient limits for anticipated expenditure, tracking custody, etc • Control of the validity of notarized powers of attorney/bank cards/safe deposit boxes, organization of their prolongation, verification in banks, and similar documentation arrangements • Support for corporate treasury function in peak loads/absence (may include 1-2 business trips annually) • Improving the processes of personal expenses and privately used assets expenditure, accounting, and reporting (including ERP side, disbursement side, etc.) with target workload for those functions not exceeding 0.5 FTE (full-time equivalent) • Other management instructions.