• Partner with advisors to support proposals, client consultations, and high-stakes presentations, ensuring the effective and consistent application of Mariner’s investment platform. • Serve as a primary point of contact, fostering collaboration and information flow between the Investment Strategy team, advisors, and internal Mariner strategies—particularly in equity-focused approaches, as well as fixed income, structured notes, and private investments. • Collaborate with the Managing Director and Investment Strategy Team to conceptualize and deliver allocation models, advisor tools, and resources that integrate Mariner’s diverse investment offerings. • Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW clients and prospects. • Help build and enhance the capabilities of the Investment Strategy Team, including mentoring strategists of varying experience levels and supporting education/onboarding efforts. • Stay informed on trends and innovations in the wealth management sector, ensuring Mariner remains at the forefront of client-focused investment solutions. • Synthesize outputs from Research, OCIO, and Internal Strategies into comprehensive, client-ready solutions tailored to specific business unit needs. • Promote a culture of message consistency, objectivity, and client-centrism across the team.

• Define and evolve the architecture, strategy, and long-term roadmap for the financial services domain. • Design and build secure, scalable systems supporting payments, billing, collections, and ledger management. • Lead integrations with banks, payment processors, fintech partners, and financial service providers. • Collaborate closely with Finance, Product, and Engineering leaders to align technical solutions with business objectives. • Establish and drive best practices around reliability, observability, transaction integrity, and financial accuracy. • Mentor senior and staff engineers through architecture reviews, technical guidance, and engineering leadership. • Lead investigation, resolution, and prevention efforts for issues impacting financial systems and money movement. • Assess emerging technologies, payment solutions, and AI capabilities that improve efficiency, reliability, or customer experience.

• Own the company's budgeting, forecasting, long-range planning, and financial modeling. • Deliver actionable insights that connect business performance to financial outcomes. • Lead scenario planning and support strategic decisions around growth, pricing, and investments. • Oversee cash management, liquidity planning, banking relationships, and debt compliance. • Optimize working capital and capital structure to support sustainable growth. • Prepare board and investor reporting that clearly communicates company performance and outlook. • Develop the financial models and SaaS metrics that support strategic planning and fundraising. • Partner with leaders across Revenue, Marketing, Product, Customer Success, and Operations to guide business decisions. • Evaluate new products, pricing strategies, go-to-market investments, and growth opportunities through a financial lens. • Build, lead, and develop a high-performing FP&A organization.

Role Description Circana is evolving the Commercial Finance function to develop finance professionals who provide thoughtful analysis, insights, and decision support to Commercial sales leaders. The Senior Analyst will play a key role in supporting Commercial Finance initiatives by delivering detailed forecasts, insightful analysis, and data-driven recommendations. This role will serve as a key partner to the Media commercial team, supporting day-to-day FP&A activities across the business. This role will support financial planning and analysis processes for the North America Media business, including: - Revenue forecasting - Expense management - KPI tracking - Performance analysis This role will report to the Director of Commercial Finance for Media. Qualifications - 3–5 years of experience in FP&A, Commercial Finance, Financial Analysis, or a related finance function - Bachelor's degree in Finance, Accounting, Economics, or a related field - Advanced Excel skills, including experience working with large datasets, financial models, and reporting - Experience supporting forecasting, budgeting, variance analysis, and monthly business performance reporting - Strong analytical and problem-solving skills with the ability to identify key business drivers and clearly communicate insights - Demonstrated attention to detail and ability to work accurately across multiple data sources - Comfortable pulling, consolidating, and analyzing financial and operational data to support business decisions - Ability to manage multiple priorities and deadlines in a fast-paced environment - Strong communication skills and ability to partner effectively with finance and non-finance stakeholders - Self-motivated, intellectually curious, and willing to learn new business processes and systems - Experience with planning and reporting tools such as Workday Adaptive Planning, NetSuite, CRM platforms, or Power BI is a plus Requirements - Support P&L management through revenue and expense tracking, variance analysis, and reporting - Develop and maintain financial forecasts, budgets, and long-range plans - Analyze business performance, identify key drivers, and provide actionable insights to stakeholders - Partner with Commercial leaders to support pipeline reviews, pricing decisions, and revenue opportunities - Prepare reporting packages, dashboards, and summaries highlighting trends, risks, and opportunities - Support process improvements by identifying inefficiencies in reporting, forecasting, and data management - Perform root cause analysis on variances and help implement corrective actions - Track and report on key operational metrics, including revenue, expenses, and headcount - Leverage financial systems (e.g., CRM, Adaptive, NetSuite, Power BI) to enhance reporting and insights - Support business case development and post-analysis tracking for strategic initiatives - Provide ad hoc analysis and support special projects as needed - Collaborate cross-functionally with Commercial, Client Insights, and Finance teams Benefits - Comprehensive package of benefits including paid time off - Medical/dental/vision insurance - 401(k) to eligible employees Company Description Circana is proud to be Certified™ by Great Place To Work®. This prestigious award is based entirely on what current employees say about their experience working at Circana.