• Conduct overview and analysis of commercial and financial data of acquisition targets. • Formulate and present the assessment of the acquisition targets’ initial fit. • Conduct market research to understand industry trends and recognize new acquisition opportunities. • Identify software businesses that meet our acquisition criteria and metrics, and move opportunities through the deal cycle. • Support the M&A team with various ad hoc tasks related to the closing of live deals. • Collaborate and coordinate with cross-functional teams on data requests, information sharing, project team meetings, and deal execution.

• Handle inbound and outbound calls from clients seeking pre-settlement funding • Gather accurate case information — accident details, attorney info, case status, and insurance data • Assess case eligibility and route to the appropriate funding team for review • Coordinate with attorneys and law firms to collect necessary documentation • Keep detailed, accurate records of every client interaction and case update • Follow up consistently to move cases through the pipeline without delays • Maintain compliance with industry regulations and data privacy standards

• Support the management of the application environment across the organization, with an emphasis on day-to-day operations of NetSuite and related financial systems to achieve optimal functionality, usability and integration • Document and maintain data model diagrams, data flow diagrams, integration diagrams, user guides and other application information • Translate business needs into product backlogs, user stories, and business requirements to optimize business value of applications and processes • Focus on continuous process improvement towards departmental policies, procedures, and best practices • Participate in system testing and troubleshooting to resolve issues • Provide technical support and train staff as it relates to the company’s financial systems • Troubleshoot and resolve issues related to financial systems • Act as a liaison between business users and IT teams to ensure that system changes or upgrades align with business goals • Assist the accounting and finance teams with project or system related inquiries • Liaise with vendors and service providers to ensure optimal system performance • Ensure that all financial data is accurate and up to date in the systems • Stay current with the latest financial technologies and regulatory changes to provide suggestions and solutions for system improvements • Other duties as required

• Act as a strategic thought partner to business leaders, building and owning the financial models that translate complex operational drivers into clear strategic recommendations • Architect long-range forecasting models and engines that go beyond static spreadsheets. You’ll use AI to simulate "what-if" scenarios, helping the business navigate short-term volatility while building a resilient, code-based roadmap for the next 3–5 years. • Build and maintain the code-based systems that power our finance engine. You’ll leverage Claude to write, debug, and optimize complex SQL and Big Query workflows to automate real-time dashboards and weekly performance briefings, ensuring our financial reporting is scalable and automated. • Partner with teams across the business — including Sales and Media — on forecasting, unit economics, and performance tracking as priorities evolve