Duncan Solutions

• Support the annual budgeting process, rolling forecasts, and long-range planning in collaboration with executive team and business unit leaders • Develop and maintain comprehensive financial models and executive dashboards to enable real-time decision making, including 26-week cash flow forecasts, customer pricing and profitability analyses, and ROI evaluations • Redesign of client profitability methodology and reporting capabilities • Analyze revenue trends, margin performance, and cost drivers; provide data-driven recommendations to improve business results • Support accounting function on monthly close process by identifying variances and deviations in advance of financial report issuance • Lead Finance Business Partner with cross-functional leaders (Tolling, Technology, HR, Legal/Compliance) to ensure financial performance, evaluate initiatives, prioritize investments, and align resources • Support M&A activity including financial modeling, valuation, synergy analysis, integration planning, and post-close performance tracking • Leverage AI/ML-enabled forecasting tools and predictive analytics to improve forecast accuracy and scenario planning • Identify and implement opportunities to automate manual FP&A processes and streamline reporting to free up team capacity • Standardize financial reporting in NetSuite and Vena: own the development of key KPIs and reporting infrastructure • Prepare financial presentations for executive leadership, Board of Directors, and private equity sponsor • Other duties as assigned

• Define and lead the enterprise AI and data science strategy — aligned to Duncan's Enterprise Goals, corporate growth objectives, and the imperative to deliver client value through our products and services • Advise the CTO and executive leadership team on opportunities to leverage artificial intelligence, machine learning, and predictive analytics to drive competitive advantage, margin improvement, and operational scale • Translate strategic business priorities into high-impact data science programs with clearly defined financial and operational outcomes — not exploration for its own sake, but applied innovation with measurable returns • Evaluate emerging technologies and industry trends to inform long-term digital strategy and investment decisions, bringing forward evidence-based recommendations rather than reactive responses to market noise • Oversee the design, deployment, and scaling of advanced analytics solutions within AWS-native environments — supporting revenue optimization, compliance oversight, customer experience enhancement, and operational efficiency • Champion automation and intelligent workflow transformation, including natural language processing, anomaly detection, and AI-driven operational optimization across Duncan's core service lines • Ensure analytics solutions are production-ready, scalable, and maintained with the operational rigor expected of enterprise systems — not prototype-quality deliverables deployed into live environments • Establish and maintain governance frameworks for model development, validation, monitoring, explainability, and ethical AI use — ensuring regulatory alignment and enterprise risk management at every stage of the analytics lifecycle • Ensure responsible AI practices are embedded in team culture and delivery methodology — not treated as compliance overhead, but as a professional standard that protects both Duncan and the clients it serves • Identify and surface emerging data science risks — model drift, data quality degradation, bias exposure, or governance gaps — before they become material issues for the enterprise or its clients • Partner with Legal, Compliance, and the CTO on AI-related regulatory developments, ensuring Duncan's practices remain defensible, auditable, and ahead of evolving requirements • Build and maintain executive-level dashboards and reporting frameworks that convert data science outputs into decision-enabling intelligence — giving the CTO, CEO, and enterprise leadership a clear, timely view of operational performance and AI-driven opportunity • Ensure data science insights are communicated in plain, accessible language that enables non-technical leaders to act with confidence — translating model outputs into business narratives, not statistical summaries • Support board-level reporting on AI strategy, innovation initiatives, and enterprise performance impact as directed by the CTO • Recruit, develop, and retain high-performing data science and analytics professionals — building a team culture defined by accountability, intellectual rigor, and continuous improvement • Establish clear performance expectations, development pathways, and capability-building investments aligned to Duncan's Job Group Family Architecture and the career development framework being built enterprise-wide • Ensure the data science team operates as a trusted enterprise partner — responsive to business needs, disciplined in delivery, and consistent in the quality of its work • Model the leadership behaviors Duncan expects at the senior leader level: operating with independence, developing the people around you, and connecting your team's daily work to the organization's long-term direction

• Overseeing daily call center, back office, and/or collections operations • Establishing performance expectations and monitoring productivity • Coaching, mentoring, and developing supervisors and frontline staff • Conducting regular team meetings and providing structured feedback • Developing staffing plans and schedules • Monitoring and analyzing operational data • Preparing and delivering performance scorecards and management reports • Ensuring adherence to company policies and regulations • Addressing escalated customer concerns • Partnering with cross-functional teams to improve processes • Leading interviewing, hiring, and onboarding efforts • Maintaining accurate documentation • Driving continuous improvement initiatives • Performing additional duties as assigned

• Design, manage, and optimize outbound communications across direct mail, email, and text/SMS channels in support of collections and processing contract requirements. • Develop and maintain a unified channel calendar that coordinates all communication touchpoints across Parking, Tolling, Municipal Collections, and other client types. • Collaborate with internal stakeholders and vendors to align channel strategies with contract-specific compliance, volume, and timing requirements. • Identify and implement new channel strategies, initiatives, and delivery methods to enhance customer engagement and collections performance. • Ensure adherence to outreach schedules to eliminate delivery slippage and maintain budgetary compliance. • Assess and evaluate messaging language for compliance, clarity, effectiveness, and brand alignment across all communication channels. • Develop, maintain, and govern a library of approved communication templates for direct mail, email, and SMS, ensuring consistency and regulatory compliance. • Recommend and implement content enhancements to improve customer response rates, readability, and overall campaign engagement. • Partner with legal, compliance, and operations teams to review and approve new or revised template language. • Lead A/B and test-and-control content experiments to validate messaging effectiveness and inform template iteration. • Build and maintain dashboards and reporting frameworks that track performance across all omni-channel communications, including delivery rates, response rates, pay rates, and opt-out metrics. • Conduct in-depth analysis of channel performance using test and control segments to identify trends, recommend improvements, and optimize results. • Deliver regular and ad hoc performance reports to senior management, translating data insights into actionable recommendations. • Monitor campaign results and operational processes to ensure compliance and performance objectives are achieved across all client programs. • Analyze cost-per-contact and ROI across channels to support budget planning and vendor negotiations. • Coordinate with direct mail, email, and SMS vendors to ensure timely production, delivery, and inventory management of all outreach materials. • Maintain strong vendor relationships and ensure all contractual obligations are met. • Lead cross-functional projects and initiatives supporting channel strategy goals, with minimal direction required. • Identify opportunities to reduce expenses and explore new delivery methods to enhance efficiency and effectiveness.

• Design, manage, and optimize outbound communications across direct mail, email, and text/SMS channels in support of collections and processing contract requirements. • Develop and maintain a unified channel calendar that coordinates all communication touchpoints across Parking, Tolling, Municipal Collections, and other client types. • Collaborate with internal stakeholders and vendors to align channel strategies with contract-specific compliance, volume, and timing requirements. • Identify and implement new channel strategies, initiatives, and delivery methods to enhance customer engagement and collections performance. • Ensure adherence to outreach schedules to eliminate delivery slippage and maintain budgetary compliance. • Assess and evaluate messaging language for compliance, clarity, effectiveness, and brand alignment across all communication channels. • Develop, maintain, and govern a library of approved communication templates for direct mail, email, and SMS, ensuring consistency and regulatory compliance. • Recommend and implement content enhancements to improve customer response rates, readability, and overall campaign engagement. • Build and maintain dashboards and reporting frameworks that track performance across all omni-channel communications, including delivery rates, response rates, pay rates, and opt-out metrics. • Conduct in-depth analysis of channel performance using test and control segments to identify trends, recommend improvements, and optimize results. • Deliver regular and ad hoc performance reports to senior management, translating data insights into actionable recommendations. • Monitor campaign results and operational processes to ensure compliance and performance objectives are achieved across all client programs. • Analyze cost-per-contact and ROI across channels to support budget planning and vendor negotiations. • Coordinate with direct mail, email, and SMS vendors to ensure timely production, delivery, and inventory management of all outreach materials. • Maintain strong vendor relationships and ensure all contractual obligations are met. • Lead cross-functional projects and initiatives supporting channel strategy goals, with minimal direction required.