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Supports corporate financial planning, forecasting, budgeting, performance reporting, KPI development, profitability modeling, valuation, and AUM continuity reporting. Maintains financial models, performs variance and scenario analysis, identifies business improvement opportunities, and provides decision support to senior leadership, the Board, and stakeholders. The role also contributes to strategic planning, financial strategy, and enterprise-wide value creation.

Support portfolio construction and risk management for private credit funds. Build and maintain fund models, analyze portfolio performance and risk, inform fund strategy, produce investor diligence responses, and support fund development and client communications.

Lead design and implementation of Northleaf's AI-ready knowledge architecture: taxonomy, metadata, content governance, onboarding, and quality testing to enable secure, repeatable AI/search workflows across SharePoint and Azure-based platforms.

Lead liquidity forecasting, scenario analysis and credit facility management for Northleaf funds. Recommend financing strategies, optimize borrowing capacity, manage third-party providers, build reporting and automation, and mentor junior team members to support efficient capital deployment across private equity, private credit and infrastructure funds.

Lead enterprise integration strategy and deliver complex integrations across internal systems and external partners. Define API, event-driven, and ETL/ELT patterns; enable cloud-based integration with the central data platform; modernize tooling including AI-assisted development; provide technical leadership, production support, and mentoring while ensuring secure, scalable, reusable integration solutions.

Design, prototype and deliver agentic AI solutions and automations using Microsoft Copilot, Copilot Studio and Power Platform. Partner with business teams to map processes, build production-ready agents, enable integrations, and create reusable templates and orchestration patterns to drive adoption and enterprise-scale automation.