• Identifies detailed requirements scope, involving business areas and any related stakeholder analysis. • Elicits and documents client business, functional, and non-functional requirements. • Facilitates requirements discussion with stakeholders. • Owns requirements through the entirety of the project delivery lifecycle. • Works with client to define and agree upon the requirements management plan to ensure that all requirements are elicited and documented in an efficient and timely manner. • Partners with Solution Architect and Technical Consultants to discuss key points of interest for design and testing. • Analyzes and evaluates the business requirements to identify potential product gaps and impacts to processes. • Participates in solution design review meetings and demos to confirm solutions meet the defined requirements. • Serves as liaison between client business stakeholders and project team with respect to requirements. • Provides support and clarity for requirements to Solution Architect and project team. • Collaborates with Service and Operations to establish and maintain business analysis processes, methods, tools, artifact, documentation, and training materials. • Assists with pre-sales and expanded sales engagements, including requirements gathering and providing subject matter expertise. • Collaborates with product, development, service, and operations to establish and maintain design and configuration best practices, reusable standard configurations, documentation, and training materials. • Provides insight and feedback on product roadmap. • Acts as a mentor to less experienced Origami colleagues. • Assists with the training and onboarding of new Origami colleagues.

• Extract and analyze Antenna data to tell compelling stories about the subscription economy; introduce novel analyses by leveraging creative, strategic data analysis methods • Present findings external clients and internal stakeholders; translate complex datasets into clear, persuasive data stories • Support Client Service objectives by owning the production of Antenna’s monthly syndicated reports and crafting custom analyses in response to customer questions • Support Sales and Marketing via key tentpole analyst reports, such as the quarterly State of Subscriptions, and support rapid response requests • Use SQL to navigate Antenna’s databases; collaborate with Data Services to scope and extract custom cohorts • Orchestrate multiple project timelines and manage expectations across cross-functional stakeholders. • Act as a thought leader by monitoring subscription trends, emerging platforms, and relevant market events

• Assist in creating and updating opportunity records in CRM (SalesForce) for tracking tracking to include mass changes accomplished via dedicated program (Data Loader) • Assist in creating and mass uploading volume and revenue records in CRM via dedicated program • Assist in data entry and comparison activities, often referred to as “Market Baskets” • Assist with monitoring and upkeeping of various opportunity trackers (Sales Contests, In Progress Conversion and Comparison Opportunities, Leads Referred to Suppliers) • Learn and utilize our CRM (SalesForce) terminology • Assist with supplier connection workflows including loading supplier account numbers into our CRM (SalesForce) • Assist with Client Facing communication where needed, expected to be minimal • Assist in preparing analysis for ad-hoc requests; pull and analyze data • Be able to handle/troubleshoot high level inquiries and requests from across brands and departments • Produce, verify and distribute Supplier Volume Reports to internal management and staff • Communicate with suppliers on data issues • Maintenance responsibilities in Salesforce records • Communicate with internal employees • Review Supplier reporting for accuracy, completeness and adherence to signed agreements • Resolve reporting errors and non-compliance issues with suppliers

Role Description TAG Group is seeking an M&A Analyst to support acquisition activities across its portfolio of software companies in Latin America. This role focuses on sourcing and engaging vertical market software companies, maintaining an acquisition pipeline, and supporting outreach to founders and executives. This position is ideal for early-career finance professionals looking to gain hands-on transaction experience in a fast-growing, entrepreneurial software acquisition environment. Key Responsibilities - Identify and engage vertical market software companies and potential acquisition opportunities aligned with the company’s investment strategy. - Execute proactive multi-channel outreach campaigns to engage founders and executives. - Help maintain a consistent pipeline of potential acquisition targets. - Conduct industry mapping, monitor market developments, competitor activity, and transaction trends to inform sourcing priorities. - Prepare investment memos, management presentations, and supporting materials for leadership review. - Build and maintain financial models including DCF, trading comparables, transaction comparables, and scenario analyses. - Analyze historical financial statements, KPIs, customer metrics, and forecast assumptions. - Conduct financial, commercial, and operational due diligence on potential acquisitions. - Track pipeline activity, manage data rooms, and monitor transaction timelines. - Maintain CRM data and internal acquisition tracking tools to support pipeline management. - Contribute to process improvements, documentation, and best practices within the M&A function. Qualifications - Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. - 2–3 years of experience in Investment Banking, Corporate Finance, M&A, Private Equity, Consulting, or a similar analytical role. - High proficiency in Microsoft Excel and PowerPoint. - Strong financial analysis, modeling, and valuation skills is a plus. - Ability to perform effectively in a fast-paced, entrepreneurial environment. - Excellent attention to detail and ability to manage multiple priorities simultaneously. - Intellectual curiosity about vertical market software businesses and long-term investing. - Strong written and verbal communication skills in English and Portuguese; Spanish is a strong plus. - Strong commercial mindset and interest in understanding how software businesses operate and grow. Additional / Preferred Qualifications - Hands-on experience with financial modeling, including DCF, comparables, and sensitivity analysis. - Familiarity with CRM platforms (e.g., Salesforce). - Understanding of SaaS metrics and software-focused due diligence processes. - Experience conducting market research and competitive analysis. - Strong problem-solving, critical thinking, and analytical capabilities. - Interest in long-term career development within M&A, corporate development, or strategic finance. - Commercial curiosity and interest in understanding how software businesses operate and grow.