CBH

• Develop analytics dashboards primarily using Microsoft Power BI • Design effective charts and visualizations • Partner with Data Engineers for data architecture • Champion new tools and best practices for reporting & analytics • Ensure BI solutions comply with governance and risk policies

• Develop and implement analytical frameworks for service line • Serve as primary financial business partner to service line leadership • Collaborate with service line leaders on financial goals and strategic planning • Conduct profitability analysis and present findings to leadership • Own the budget, forecast, and long-range planning cycle • Analyze historical financials and monitor KPIs • Manage month-end and quarterly close reporting cycle • Monitor and analyze costs across service line • Develop and maintain financial models • Mentor and develop FP&A analysts and implement best practices

• Collaborate with Tax leadership and Business Transformation Leadership to identify, assess and prioritize opportunities for process and technology improvement across the Tax practice. • Develop and maintain a transformation roadmap for the Tax service line, ensuring alignment with the Firm's broader technology and operational strategy. • Track and communicate progress against transformation objectives using clearly defined KPIs and performance measures, reporting results to Tax and Firm leadership. • Evaluate emerging technologies — including AI, automation and data platforms — and assess their applicability to tax compliance, planning and advisory workflows. • Identify broken, inefficient or duplicative processes within the Tax practice and lead efforts to redesign, standardize and automate them. • Serve as the Tax practice's internal advocate and point of coordination for tax technology platforms, including compliance tools, provision software, workflow automation and data management systems.

• Provide friendly on-site and remote support for our clients using Sage ERP accounting software. • Investigate and resolve Sage ERP user application questions and issues. • Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades. • Provide on-site, and remote support to users of Sage ERP software applications. • Research source of errors, resolve problems and recommend program changes. • Answer client inquiries in regard to specific software such as Sage ERP, database, printing and operating systems. • Help in teaching procedures and answer all client requests for information. • Correction of client technical problems including those that may impact data files on client systems. • Manage new installations of Sage ERP application and peripheral software at client site. • Test for compatibility and proper function of applications including Sage authorized third party software products (Crystal Reports and Sage Intelligence). • Plan, manage and execute software installations and upgrades. • Migrate client data from other accounting systems. • Effectively present information and respond to questions from groups of managers, clients, customers and the public. • Define problems, collect data, establish facts, and draw valid conclusions. • Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. • Assist in the design or creation of on-going data imports and exports of data. • Create custom reports using programming language or reporting tools, such as Crystal Reports, Excel and SQL Queries. • Assist sales staff with product demonstrations to potential customers. • Must be able to assess prospect’s business needs and show how software will work / solve issues. • Always be on the lookout for prospective sales opportunities when working with clients. Recommend new / additional products and pursue the sales opportunity or refer to sales staff.

• Conduct detailed financial and business performance analyses and valuation work for potential acquisition targets • Support and help develop M&A strategies (sourcing, deal execution and post-close integration) that align with the company's long-term goals and broad M&A opportunity • Collaborate with Corporate Development team and senior leadership to identify strategic opportunities and risks associated with potential acquisitions • Help develop comprehensive deal structures that meet strategic objectives and financial criteria • Be a critical driver of the due diligence process, ensuring thorough evaluation of business, financial, legal, and operational aspects • Leverage business and operational diligence processes to support the development of pre-close integration plans that ensure seamless transitions post-acquisition, addressing key operational, cultural, and financial aspects • Coordinate with cross-functional teams to implement integration strategies effectively and efficiently • Support acquisition prospect identification and sourcing efforts across key Cherry Bekaert business segments, in partnership with the Corporate Development team, segment business leaders and executive leadership • Develop tailored discussion materials for various interactions with potential acquisition targets pre- and post-LOI, including prospecting, virtual and on-site diligence, and deal execution • Help prepare and present detailed reports and presentations to senior management and the board of directors

• Partner with subject matter experts for learning programs • Conduct needs analyses to design programming • Deliver project goals and requirements • Build and maintain course project plans • Introduce innovation into courseware and department services

• Lead and manage buy-side and sell-side accounting and financial due diligence engagements • Develop relationships with clients and engage in effective interactions with target company executives • Perform quality of earnings and working capital analyses • Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price • Identify and evaluate financial and operational trends of target companies • Communicate effectively, both verbal and written, our due diligence findings • Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion • Participate in performance reviews and new business development activities

• Lead various projects and support the strategic initiatives within the team and the assurance service line. • Provide end-to-end support to the assurance service line on audit methodology, quality control, integration of acquired firms, audit process and innovation. • Collaborate with outstanding audit teams in a variety of commercial industries.

• Support Private Equity Key Account Managers by coordinating internal account and pursuit meetings, capturing notes, documenting next steps, and tracking ownership and due dates to ensure follow-through • Maintain and distribute monthly dashboards that track key account activity, including meetings, proposals, wins and losses, and services delivered, providing visibility to Transaction Advisory Services and firm leadership • Coordinate across transaction services, valuation, tax, audit, and advisory teams to ensure information flows effectively and internal cross-service opportunities are identified and pursued • Manage CRM data integrity for priority private equity funds and portfolio companies, including contact hierarchies, pursuit records, pipeline stages, and relationship mapping • Develop, organize, and maintain client-ready private equity and M&A collateral, partnering with marketing to ensure materials are current, on brand, and aligned to transaction services priorities • Create and manage dashboards and reports that summarize pipeline, revenue, and relationship penetration at the fund and portfolio company levels, highlighting white-space and cross-sell opportunities • Support strategic client engagements and events by coordinating outreach, invitations, attendance tracking, and follow-up actions to ensure each engagement drives measurable commercial outcomes

• Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements • Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process • Develop relationships with client’s senior-leadership teams and target company executives • Communicate due diligence findings in a formal report • Supervise junior staff and provide performance review feedback