• Build the consolidated story behind the monthly forecast. Consult Business Finance and analyze variances to plan - focusing on the “why” and not just the “what”. • Produce executive-level analyses across headcount, expenses, and revenue streams. Surface what matters and frame it clearly for leadership. • Be a key partner in our Long-Range Plan and Annual Plan processes: quantify the impact of strategic initiatives on our consolidated P&L, pressure-test assumptions, and drive the executive narrative. • Act as subject-matter expert in Pigment – our FP&A tool – owning corporate model logic and company-wide planning assumptions. • Identify bottlenecks, use first principles thinking to problem-solve, and unlock efficiency gains. • Partner with Finance Data and Finance Transformation to bring AI and automation into our workflows. • Be the trusted finance business partner of our People & Talent organization. • Interface with our Chief People Officer and Talent and People Operations teams, not only to help build and manage their forecasts and budgets, but also partner on projects that bolster our people-related analytics and workflows. • Own headcount analysis and hiring reporting leveraged across all recruiters and hiring managers at Life360. • Build the analysis behind the questions that need to be answered - whether they come from accounting, our internal team, business partners, or the CFO. • Support Investor Relations team during quarterly earnings cycle with varying analyses. • Generate ad-hoc analyses on tight timelines without sacrificing rigor. Turn half-formed prompts into sharp, defensible answers. • Flex into Cash Flow forecasting, quarterly earnings, special projects, and business acquisition integration as the cycle demands.

• Perform a critical role in driving financial preparedness and execution of FP&A cycles • Provide financial leadership and transparency over core FP&A processes related to Tools & Outdoor P&L performance • Provide in-depth and insightful reporting & analysis of month-end, forecast & operating plan financial information • Partner with global financial leaders across segments and strategic business units to provide consolidated financial reporting and analysis • Assist in the story building for month end & quarterly reviews from an analytical and presentation slide creation perspective • Provide guidance & financial support to the Business Unit FP&A teams • Ensure financial process, governance & reporting structure alignment across T&O matrix environment • Develop strong partnerships and maintain clear communication with BU’s FP&A teams to track, consolidate, and report • Adapt and continuously update templates and processes to meet evolving analytical and reporting requirements • Support planning, budgeting, and forecasting processes by managing centralized finance calendar requirements • Provide insights and analysis to T&O and Corporate finance leadership • Support the month-end process for T&O FP&A, delivering insightful financial reporting and variance analysis on Sales and Margin

• Execute against a well-defined automation roadmap and accelerate it - then push it to the next level, both in what we automate and in how we build it • Change how the work gets built - move us toward CLI-driven and agentic development and away from manual, point-and-click configuration, raising the technical bar for the whole team along the way • Build automations and AI agents across accounting, AP, tax, and the close - from inbox triage and invoice coding through reconciliations, flux analysis, accruals, and tax workflows • Help implement our close-management tooling (e.g. Ledge), including its NetSuite and data warehouse connections and the reliability work that makes an agentic close trustworthy • Configure and extend NetSuite, Zip, and the integration layer that ties our finance systems together, making sound calls on where logic should live across ERP, integration layer, and code • Work directly with accountants to understand their workflows, translate that into automation, and earn their trust in the systems you put in front of them • Make build-or-buy decisions and work with technology vendors, constantly weighing what to build in-house against what to bring in • Raise the bar for this work through design reviews, monitoring, and pragmatic operational practices - especially around the reliability and auditability that financial systems demand • Raise the bar for everyone around you - through how you build, code, design reviews and helping interview and grow the people on the team

• Contact warm inbound leads generated through digital marketing campaigns. • Conduct professional qualification calls using a structured sales script. • Build rapport and establish trust with prospective clients. • Gather information about each prospect's financial position, property ownership and retirement goals. • Perform simple financial calculations during conversations, including: • Property equity • Outstanding debt • Basic retirement income calculations • Tax-related calculations using provided tools • Assess whether prospects meet qualification criteria. • Book qualified appointments for Financial Strategists. • Accurately capture notes and update CRM records. • Meet weekly appointment booking and performance targets. • Maintain high call quality and compliance standards. • Participate in ongoing coaching, training and team meetings.