Forum One

• Lead discovery engagements to define business objectives, KPIs, and measurement frameworks aligned to organizational goals • Translate complex data into clear, actionable insights for both technical and non-technical audiences • Develop analytics strategies that connect digital performance to mission outcomes • Advise clients on evolving trends in analytics, including AI visibility, AI-driven search behavior, privacy changes, and modern measurement approaches • Lead implementation and configuration of analytics platforms, including GA4, GTM, SEO, and AI visibility tools, and CRM systems • Design and document data flows across platforms and systems • Ensure data quality, governance, and consistency across implementations • Build dashboards and reporting solutions using tools such as Looker Studio and Tableau • Build client data literacy through practical guidance, training, and best practices • Partner with project teams to deliver high-quality analytics work and strong client outcomes • Support analytics scoping, estimation, proposals, and client presentations • Manage and mentor a small team of analysts • Provide coaching, feedback, and professional development support • Help balance workloads across multiple client engagements • Foster a collaborative, learning-oriented team environment

• Develop and support complex WordPress implementations, including custom themes, plugins, and Gutenberg blocks • Translate technical architecture and requirements into scalable, maintainable back-end code • Contribute to headless and decoupled WordPress implementations as directed by Technical Architects • Integrate third-party platforms and APIs (such as Salesforce and ServiceNow) to extend functionality and solve client challenges • Leverage modern AI-assisted development tools (e.g., Claude Code, Cursor) to improve efficiency and code quality • Provide input on feasibility, performance, and implementation approaches during project planning • Troubleshoot and resolve complex issues to ensure the stability and success of our platforms • Serve as a contributor with deep expertise in back-end development and WordPress • Stay current with emerging technologies and development tools • Help solve complex technical challenges and share knowledge across teams • Contribute to internal tools and open-source efforts that enhance delivery quality and efficiency

• Review and approve invoices; validate documentation and timing • Reconcile Certinia and QuickBooks to ensure revenue accuracy • Manage collections, aging, and client billing communications • Recognize revenue and confirm readiness for close • Process and approve expenses and AMEX statements; ensure AP close readiness • Administer vendor setup and recurring payments • Provide finance system support and PM invoicing guidance • Prepare monthly, quarterly, and annual financial and compliance reporting • Support GSA reporting, excise tax filings, and audits • Participate in weekly cash flow meetings as Finance liaison • Partner with the CFO to modernize AP, AR, and month-end processes • Support optimization and integration of QuickBooks Online and Certinia • Identify and implement workflow improvements and automation opportunities • Improve close efficiency, reporting clarity, and financial visibility