Drive outbound pipeline generation through high-volume prospecting, spending 3-4 hours daily on cold calls. Manage and optimize multiple AI tools and agents, generate qualified meetings for New Business Directors, maintain HubSpot data integrity, and collaborate with sales teammates to hit quotas and accelerate opportunity conversion.

Lead FP&A functions including forecasting, financial modeling, board and executive reporting, KPI analysis, expense controls, system ownership, and ad-hoc strategic analyses to support decision-making and capital-raise activities.