Financial Planning and Analysis

• Prospect, present, and close new partner relationships through outbound outreach
• Guide high-earning real estate professionals through detailed evaluations
• Serve as a board-level advisor to growing partners
• Run strategy meetings and drive accountability in portfolio management

Partnership Executive – Investment Sales

• Produce high-quality evergreen content aligned with editorial standards.
• Build and execute a scalable strategy to grow traffic for evergreen and affiliate content.
• Refresh and update high-potential legacy articles to regain and increase traffic.
• Collaborate closely with editorial and partnerships teams to ensure a cohesive cross-functional content strategy.
• Research market trends and user behavior to inform data-driven content and technical decisions.

Content Strategist – Financial Media

• Contributes to subcontractor financial management, long-term forecasting, budgeting, variance analysis, EAC calculations, proposal pricing, and other ad hoc reporting
• Develops plans including budgets and schedule inputs, and monitors tasks to meet contractual/project requirements for all task orders
• Participate with task leads, managers, and program management to monitor essential milestones
• Extracts or compiles data from supporting financial management systems
• Utilizes functional knowledge of CONCUR in the Federal Financial modules
• Translates business requirements into technical solutions and possesses strong analytical and problem-solving skills
• Supports assigned managers in managing, tracking, monitoring, reconciling, and reporting financial data

Senior Finance Manager

• Own forecasting, reporting, and performance analysis across core product lines
• Build and evolve financial models that support product strategy, pricing, and investment decisions
• Translate data into clear insights that influence leadership decisions
• Partner with Product and Engineering to understand drivers of growth, usage, and revenue
• Define and track key metrics that reflect how the business is actually performing
• Improve financial systems, reporting, and workflows as we scale

Senior Financial Analyst, Digital Assets

• Create budgets and financial forecasts for the marketing agency.
• Review financial books monthly and project growth in revenue and costs.
• Assist executive management with hiring, spending, and operational challenges.
• Oversee quality control of monthly accounting close process.
• Perform financial statement review and issue variance statements.

Financial Planning Analyst

• Collect and analyze trading data across various exchanges and asset classes
• Structure, organize, and maintain collected data in a clear and consistent format
• Perform reconciliations of financial trading data
• Aggregate and process data from multiple sources using Python
• Design, develop, and maintain automated workflows and integrations using no-code/low-code platforms (Make, n8n, Workato, or similar) to improve finance operations and reporting
• Identify inefficiencies in existing processes and propose structured solutions to enhance automation and overall performance
• Collaborate with Finance teams and cross-functional stakeholders

Analyst – FP&A

• Support the design, structuring and institutionalization of CF and RBF mechanisms
• Engage effectively with a range of financing partners
• Provide technical advisory and implementation support across the financing value chain
• Develop deliverables aligned with the NGF implementation plan

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