• Run monthly/quarterly close, consolidations, and reconciliations; deliver a fast, accurate investor and board reporting pack (ARR/NRR, retention, cash). • Establish quarterly budgets by team; drive rolling forecast and unit economic analysis; monitor plan vs. actual for the full P&L. • Author ASC 606 policies, review deals/terms, maintain control evidence; support both external audits and SOC 2 readiness. • Define and maintain order flows, invoicing, collections, cash app, and credit risk processes; reduce DSO and exceptions across Rillet ⇄ Stripe ⇄ Snowflake ⇄ HubSpot. • Partner with Product and GTM to design, test, and measure monetization strategies; set up an ongoing experimentation loop. • Own guardrails and discount policy for sales-assisted deals; lead non-standard approval processes with Product, GTM, and Legal. • Support external audits and SOC 2 readiness led by the CTO; ensure consistent process hygiene. • Rillet (ERP), Stripe (billing/payments), Snowflake (data—via data team BI tools), HubSpot (CRM).

• Build and customize financial models for new clients, including: - Revenue forecasts by customer and SKU - P&L modeling - Cost structure analysis - Scenario planning and forecasting • Pull reports from QuickBooks and other accounting systems. • Reconcile actual results against budgets and forecasts. • Perform monthly variance analysis and identify key business drivers. • Maintain and update weekly 13-week rolling cash flow forecasts. • Monitor liquidity trends and identify potential cash constraints or opportunities. • Ensure consistency across all financial models and assumptions. • Reconcile revenue, COGS, and operating expenses across multiple datasets and model tabs. • Identify discrepancies and troubleshoot financial modeling issues. • Participate in client onboarding meetings and discovery calls. • Support clients with model setup and financial reporting questions. • Assist with ongoing client communication and deliverables. • Conduct trade spend and ROI analysis. • Identify trends, risks, and opportunities across customer channels and product lines. • Track and analyze industry KPIs relevant to food and beverage CPG brands. • Present findings and recommendations to internal leadership and clients. • Validate assumptions using historical data, industry benchmarks, and business initiatives. • Continuously improve forecasting methodologies and model accuracy. • Support initiatives focused on automation, AI, and process optimization. • Identify opportunities to improve reporting efficiency and financial workflows.

• Research and prepare funding applications to secure financial support for the project • Assist in creating materials for crowdfunding campaigns • Support the development of the business plan

• Develop, implement and maintain an effective planning and analysis capability that will provide senior management with appropriate analytical tools to establish goals and measure performance of the organization’s businesses • Partner with cross functional business owners and International managers to facilitate the planning and reporting processes and align their business goals with the company goals • Act as liaison between Operations and Sales Departments through the Strategic Finance teams to ensure consistency in reporting, analysis and communications and to drive strategy and efficiencies within the organization • Lead the global annual budgeting process, financial planning and monthly re-forecasting • Build and maintain growth and strategic model for the organization including the 5 year Plan • Be responsible for ensuring the validity of the models in the planning tool • Work with M&A team and/or Accounting to integrate and align new businesses and/or acquisitions • Perform ad-hoc requests and projects to support operational and strategic business decisions as needed • Lead and develop staff to meet functional goals • Provide genuine recommendations as to the hiring, firing, promotion, and discipline of subordinate employees to which the Company gives significant weight