CFA Institute

Financial Planning and Analysis

• Translate Finance Expertise into AI Solutions
• Document the structure, logic, and best practices of investment banking-style financial models
• Collaborate with product managers to design workflows
• Act as the voice of the user
• Ensure the platform reflects industry best practices

Subject Matter Expert – Financial Modeling, AI

DevOps Engineer

• Build and Own DevOps Infrastructure
• Provide mentorship and documentation so the team can easily adopt and maintain DevOps practices.
• Design, implement, and maintain CI/CD pipelines in GitHub Actions for automated builds, tests, and deployments.
• Architect infrastructure on Azure, ensuring scalability, security, and cost efficiency.
• Establish monitoring, logging, and alerting systems to maintain high availability and reliability.
• Automate application deployments, configuration management, and environment provisioning (e.g., with Terraform, Bicep, or ARM templates).
• Standardize release processes to enable faster, safer software delivery.
• Reduce manual work for developers by streamlining workflows and integrating automation into development practices.
• Implement automated security scans, vulnerability management, and dependency checks in the CI/CD pipeline.
• Enforce policies for secrets management, least privilege, and secure access to cloud resources.
• Ensure compliance with industry security standards and best practices.
• Partner closely with developers to improve development workflows and troubleshoot build/deployment issues.
• Act as a DevOps advocate within the team, introducing best practices and enabling a DevOps culture.

Marketing

• Manage and optimize integrations between marketing systems, CRM, and data platforms.
• Collaborate with data teams to ensure accurate data flow, governance, and enrichment.
• Oversee API integrations to connect tools and automate workflows.
• Build and maintain HubSpot workflows; support workflow automation with Zapier and Make.
• Manage integration and synchronization with Salesforce CRM.
• Own website and channel analytics infrastructure, ensuring consistent and accurate reporting.
• Implement and manage Google Tag Manager, cookie consent frameworks, and attribution tracking models.
• Configure campaign event tracking by channel for accurate attribution.
• Lead setup and reporting within Google Analytics (GA4).
• Support A/B test conversion configuration, data fidelity and tracking in coordination with growth/marketing teams.
• Build and optimize WordPress forms and integrations with marketing automation systems.
• Manage email and marketing automation workflows in HubSpot.
• Partner with sales and marketing teams on Account-Based Marketing (ABM) platforms.
• Partner with Marketing, Sales, RevOps, Product/Engineering teams to align martech strategy with business objectives.
• Ensure compliance with privacy regulations (GDPR, CCPA, etc.) through data collection and tracking practices.
• Provide technical expertise and training to marketing team members.
• Make recommendations on how to improve usage of current systems/platforms and/or make the business case for new ones.

Marketing Technology Contractor

Customer Success Manager

• Serve as the support contact for enterprise accounts, building strong, consultative relationships.
• Develop and execute account strategies to drive adoption, satisfaction, and retention.
• Assist in onboarding and configuring new and existing client environments to ensure smooth adoption and early value.
• Conduct business reviews and share data-driven insights to highlight value.
• Proactively monitor account health, engage stakeholders, and mitigate risks.
• Champion awareness and adoption of new product features across teams.
• Act as the voice of the customer internally, influencing product direction and roadmap.
• Serve as a trusted advisor, guiding customers on best practices to maximize value from Macabacus.