CrossCountry Consulting

• Research, develop, and implement HR policies aligned with South African employment legislation (LRA, BCEA, EEA, POPIA) and CCC's global business strategy. • Manage and continuously improve HR systems, strategies, and procedures across the South African entity. • Manage the employment lifecycle in South Africa, from issuing offers through exit. • Maintain and update the South Africa Employee Policy Guide to reflect legislative changes and business needs. • Analyze employee trends and provide leadership with data-driven recommendations to improve the employee experience. • Manage employee relations matters, including grievances, performance concerns, disciplinary processes, and terminations, in line with the LRA and CCC policy. • Prepare documentation for and coordinate CCMA proceedings, conciliations, and arbitrations where required. • Oversee disciplinary hearings and investigations, ensuring procedural fairness and legal compliance throughout. • Serve as the primary advisor to managers on corrective action, performance management, and fair labour practices. • Develop, implement, and maintain a compliant Employment Equity Plan aligned with the Employment Equity Amendment Act (effective January 2025) and applicable sector-specific numerical targets. • Prepare and submit annual EEA2 and EEA4 reports to the Department of Employment and Labour. • Coordinate the Workplace Skills Plan (WSP) and Annual Training Report (ATR) submissions to the relevant SETA. • Manage Skills Development Levy (SDL) obligations and liaise with SETA for levy grant recovery. • Drive BBBEE-related HR data collection, recordkeeping, and reporting to support the company's transformation objectives. • Ensure all employee data processing activities comply with the Protection of Personal Information Act (POPIA). • Maintain POPIA-compliant employee records, including consent documentation, data retention schedules, and secure destruction protocols. • Serve as a point of escalation for employee data privacy queries and concerns. • Design and execute South African-specific employee engagement programs in partnership with the local South African leader, including budget management. • Coordinate SA Town Halls, US leadership visits, and Forum operations, including content creation and logistics support. • Manage the South African market page on CC Connect and maintain South African-specific communications. • Serve as the general point of contact for South African staff communications and local queries. • Champion and continuously improve the South African onboarding program, ensuring new hires have clarity on their role, CrossCountry culture, and local practices. • Coordinate local access provisioning and logistics for new employees (e.g., Workshop17 setup, equipment).

• Serve as a trusted partner to clients • Bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored solutions • Act as a subject matter expert and mentor, guiding the project team and client throughout the project lifecycle, from discovery through deployment • Understand business goals and support discovery sessions • Collaborate with the Business Analyst or Product Owner to refine and prioritize user stories and features • Analyze complex business processes and convert them into manageable requirements • Champion solutions that are scalable, maintainable, and reduce technical debt • Lead configuration efforts, ensuring best practices are followed • Collaborate with the development team on interactions between declarative configurations and custom code • Mentor junior configurators and resolve blockers • Prepare for and lead client discussions, offering strategic technical recommendations

• Manage Salesforce projects to provide on-time, high-quality work to our customers. • Forecast project time, utilization, and revenue accurately and in a timely manner. • Manage and escalate risks, issues, and mitigation actions to assist in removing project work blockers. • Manage project financials, scope, and timelines, and prepare client-facing project status reports. • Facilitate meetings with clients to determine business and functional requirements. • Accomplish project objectives by breaking down projects into tasks, coordinating with the project team to complete tasks on time, and assigning appropriate resources. • Manage and grow direct reports. • Use DCS processes, best practices, and assets to ensure work is delivered with quality and consistency. • Identify new opportunities with existing clients to partner and grow the account. • Identify and understand each key stakeholder’s motivations, expectations, and role in their organization. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

• Own the delivery success and commercial performance of your portfolio, ensuring projects adhere to internal standards and maintain a sustainable risk profile. • Collaborate with Client Account Leads on account planning, identifying opportunities to expand current engagements by co-creating value with your clients. • Lead and coach a diverse team of consultants, prioritizing their professional growth and career progression alongside delivery excellence. • Manage accurate resource and financial forecasts for your portfolio, identifying utilization risks before they impact the business. • Establish and maintain the delicate balance between client priorities, CCC business strategy, and the needs and quality-of-life considerations of our people. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. • Work across delivery functions—including Architects, Developers, and Resource Operations—to ensure our teams are set up for success every day. • Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan. • Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities. • Develop timely resolutions to issues, mitigate risks, and address project team conflicts. • Create delivery methodologies and new service offerings. • Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation.

• oversee client accounts, projects, and engagements • lead and consult on Salesforce configurations • act as the primary driver of the project • guide customers through the change management process • maintain accountability for delivery quality • perform business analysis to design and implement Salesforce solutions

• Design, develop or revise custom solutions on the Salesforce platform using Lightning Web Components (LWC), APEX, Visualforce, and SOQL. • Troubleshoot errors and solve Salesforce process inefficiencies using custom APEX developed solutions • Create complex automations, workflows, and flows to support client-specific needs. • Build and maintain API integrations using REST and SOAP web services, ensuring seamless data flow between systems. • Create or customize Experience Cloud sites using custom development to meet user engagement and branding requirements. • Participate in the testing, documentation, and demonstration of developed solutions both internally and with clients. • Analyze and document client technical requirements, configurations, workflows, and procedures both onsite and remotely. • Communicate regularly with project managers and team members on progress, blockers, and risks. • Respond promptly to urgent support requests and client inquiries, maintaining a high level of customer satisfaction. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

• Leverage a strong understanding of Salesforce multi-cloud capabilities • Play an active role in configuring the solution and supporting the development team • Perform ongoing Salesforce administration tasks, including user management • Implement and maintain customizations and enhancements per client requirements • Proactively monitor Salesforce instances for health and performance issues • Identify and troubleshoot issues, and provide timely resolution • Work with clients and stakeholders to build clear use cases • Perform rapid analysis and decomposition of complex business information • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients • Stay informed about emerging AI tools and techniques

• Lead the development and delivery of services in the following areas: - Serve as the primary relationship manager for 3–5+ Private Equity sponsors, owning origination, expansion, and account strategy across SaaS portfolio companies - Advise CFOs and CEOs on FP&A operating cadence, capital efficiency, and board-level narratives across growth, retention, and cash - Standardize SaaS-native KPIs and modeling frameworks, including ARR waterfalls, net/gross retention, CAC payback, LTV/CAC, and NRR bridges - Implement driver-based planning and rolling forecasts tied to bookings, headcount, capacity, and product economics - Oversee development of board-ready reporting packages and 13-week cash flow forecasts - Guide clients on pragmatic sequencing of systems and tooling including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI - Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements • Serve as a key leader in the Practice Equity practice by: - Oversee multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance - Embed firm-approved AI tools to accelerate diagnostics, variance analysis, and narrative generation in accordance with data protection and IP policies - Stay informed about emerging AI techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes - Recruit, coach, and promote top talent - Mentor team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression - Publish insights, speak at PE portfolio forums, and lead benchmarking initiatives that drive market visibility - Create new service offerings and delivery methodologies aligned to sponsor needs - Own personal origination and sales targets; steward pipeline and contribute to firm growth

• Execute all phases of the Sage Intacct implementation lifecycle as part of an implementation team – collaborative requirements definition, solution design, configuration, unit and integration testing, data migration, training, and hypercare support. • Configure Sage Intacct across core modules – General Ledger, Cash Management, Accounts Payable/Receivable, Order Entry, Purchasing and advanced modules such as Consolidations, Dynamic Allocations, Project Accounting, Contracts, Inventory, and Fixed assets – based on customer-specific business processes and industry best practices. • Design and build custom account groups, dimension groups, and reports to meet customer requirements. • Translate client business requirements into Sage Intacct configurations and workflows for finance and accounting processes such as Procure-to-Pay, Order-to-Cash, and Month-End Close. • Serve as a trusted day-to-day contact for client stakeholders within your assigned workstream, building strong working relationships and supporting on-time, on-budget delivery. • Prepare clear status updates, requirements documentation, and design artifacts; escalate issues or risks to CrossCountry project managers as appropriate. • Participate in client workshops, team meetings, and knowledge-sharing sessions, contributing strong written and verbal communication throughout. • Perform data analysis, import/export formatting, test script development, and documentation to support client deliverables and system integrity. • Identify reusable design patterns and proactively recommend configurations or process changes; contribute to internal templates and knowledge resources. • Maintain thorough documentation of design decisions, configurations, and project deliverables in line with CrossCountry standards. • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation. • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.

• Join our rapidly growing Technology Enablement practice as a Sage Intacct Solution Architect and trusted client advisor. • Lead end-to-end delivery of Sage Intacct engagements – including initial implementations and phased rollouts. • Own solution architecture across engagements, defining current- vs. future-state design, configuration approach, integration patterns, and data conversion strategy. • Architect integrated solutions leveraging deep expertise in core finance processes and Sage Intacct integrations. • Support sales enablement for the Sage Intacct practice by understanding client needs and collaborating on appropriate solution capabilities. • Collaborate with technology sales and leadership teams to develop proposals and negotiate contracts. • Coach, mentor and develop junior team members; provide feedback, and conduct performance reviews. • Participate in webinars and industry events to generate leads and expand market presence.