• Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends • Contribute to the Company’s rolling forecasts, annual operating plan, and long-range projections • Analyze and report on key SaaS metrics (ARR, churn, retention) to support monthly forecasting and reporting • Calculate incentive compensation (commissions, sales bonuses) on a monthly basis and provide insights into how to streamline the process • Execute key month- and quarter-end close activities, preparing accurate reporting deliverables for both internal and external stakeholders • Collaborate with cross-functional teams to implement processes and tools to control data integrity and alignment between systems • Identify and execute process improvements, including ways to leverage AI to improve reporting accuracy and efficiency • Support other ad hoc finance items and special projects

• 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.