GP Strategies

• Identify high-impact opportunities to automate and optimize Finance processes • Design and build AI agents and automated workflows across Finance operations • Develop solutions for FP&A, revenue recognition, invoicing, cash flow, and reconciliations • Integrate AI tools with ERP systems and enterprise platforms • Own and drive the Finance AI roadmap aligned with business priorities • Make strategic build vs. buy decisions for AI solutions • Partner closely with Finance leaders to drive adoption and change • Rapidly prototype, test, and iterate solutions based on user feedback

• Own End‑to‑End Feature Delivery • Design, develop, and deliver CRM features across Dynamics 365 Sales and the Power Platform. • Own workstreams from requirements through deployment—ensuring solutions are scalable, maintainable, and aligned with business needs. • Take accountability for delivering high-quality solutions within defined timelines. • Build & Extend the Platform • Develop and maintain solutions using: - C# / .NET plug-ins - JavaScript / TypeScript - Microsoft Power Platform • Build integrations, workflows, and automation that improve efficiency and user experience. • Contribute to the evolution of AI-enabled capabilities within the CRM ecosystem. • Partner Across the Business • Collaborate with stakeholders across Sales, Marketing, RevOps, and IT to understand requirements and design solutions. • Translate business needs into clean, scalable technical implementations. • Support cross-functional initiatives that drive go‑to‑market effectiveness. • Support Platform Excellence • Follow and contribute to best practices around development standards, performance, and security. • Participate in code reviews and help elevate the technical quality of the team. • Support CI/CD processes and Azure DevOps-based ALM practices. • Contribute to AI & Innovation • Assist in the implementation of Microsoft Copilot for Sales, Copilot Studio, and related capabilities. • Support the integration of automation and AI into CRM workflows. • Stay current with new platform features and opportunities to enhance the ecosystem.

• Own the Dynamics 365 Platform • Lead the technical vision and architecture for Dynamics 365 Sales, Dataverse, and the Power Platform ecosystem • Ensure the CRM environment is scalable, performant, and aligned to evolving go‑to‑market needs • Drive adoption, optimization, and modernization of platform capabilities • Design, develop, and maintain solutions using: • C# / .NET plug-ins • JavaScript / TypeScript • Power Platform (Power Apps, Power Automate, Dataverse, Power BI) • Build and extend Copilot-enabled workflows and automation solutions • Architect integrations and complex business logic within the CRM environment • Drive the implementation and evolution of Microsoft Copilot for Sales, Copilot Studio, and Azure AI services • Identify opportunities to embed AI into workflows to improve efficiency, automation, and seller productivity • Stay current on emerging Microsoft ecosystem capabilities and apply them strategically • Collaborate with Sales, Marketing, RevOps, and IT leaders to translate business requirements into technical solutions • Act as a technical advisor aligning CRM capabilities with go-to-market strategy • Ensure solutions are practical, scalable, and focused on business outcomes—not just technical execution • Manage and mentor a Senior D365 Engineer, supporting development and technical growth • Establish best practices, coding standards, and development frameworks • Serve as the primary technical interface with Microsoft

• Facilitate virtual training sessions for sales and commercial teams in both onboarding and continuous learning initiatives • Design and develop high-quality learning assets including presentations, playbooks, facilitator guides, and sales enablement materials • Translate business requirements and operational goals into practical and engaging training solutions • Partner with stakeholders across Sales, Operations, and Leadership teams to identify performance gaps and learning needs • Support sales performance improvement initiatives through coaching, reinforcement activities, and targeted learning interventions • Deliver interactive learning experiences that promote engagement, knowledge retention, and practical application • Track training effectiveness and contribute to continuous improvement initiatives aligned with operational KPIs • Participate in stakeholder meetings to understand product updates, process changes, and business priorities

• Drive new business development by identifying, qualifying, and closing enterprise opportunities • Build and manage a strong pipeline through proactive prospecting and strategic channel partner relationship development • Own the full sales cycle from initial engagement through contract negotiation and closure • Expand existing client relationships through strategic value delivery and cross-selling • Collaborate with internal teams to scope, price, and solution complex engagements • Maintain accurate forecasting and pipeline visibility to meet and exceed annual sales targets

• Criar materiais gráficos, multimídia e experiências interativas para treinamentos corporativos, explorando diferentes formatos e plataformas. • Traduzir conteúdos complexos em soluções visuais claras, atrativas e eficazes em parceria com times de design instrucional. • Garantir consistência visual e aderência às diretrizes de marca, padrões internos e acessibilidade. • Desenvolver apresentações em PowerPoint altamente impactantes, com design moderno e elementos interativos. • Produzir layouts, animações, vídeos e peças visuais utilizando ferramentas do Pacote Adobe. • Criar e editar vídeos, incluindo motion graphics, uso de bancos de imagens e soluções inovadoras com IA. • Desenvolver conteúdos e-learning utilizando ferramentas como Articulate Storyline, Rise e plataformas similares. • Gerenciar múltiplos projetos com autonomia, da concepção à entrega, assegurando qualidade e cumprimento de prazos. • Manter-se atualizado(a) com tendências de design, novas tecnologias e práticas de acessibilidade digital.

• Design, develop, and maintain BI Publisher (BIP) reports, OTBI analyses, dashboards, and data models across Oracle Fusion Finance (GL, AP, AR, FA, Projects) and HCM (Core HR, Payroll, Benefits, Compensation) modules. • Develop complex SQL and PL/SQL queries for data extraction, transformation, validation, and reporting performance optimization. • Build General Ledger balance reports and financial statements using Oracle Financial Reporting Studio (FRS). • Design and support compliance and regulatory reporting including SOX, statutory financial reporting, payroll regulatory reporting, audit, and internal controls. • Support external and internal audits by delivering validated, reconciled financial and HR data extracts. • Perform data reconciliation between sub-ledgers and General Ledger. • Develop parameter-driven, bursting, and role-based secure reporting solutions. • Design and maintain BI Publisher layouts and templates including Purchase Orders, invoices, and Oracle Recruiting Cloud (ORC) forms. • Develop reporting solutions for Timecards, Absence Management, Payroll, Workers Compensation, and Benefits. • Support BICC data extractions, enterprise data integrations, and E-Invoicing integrations using REST and SOAP APIs. • Configure and support Oracle Fusion security roles, row-level security, and HCM data security policies ensuring compliance with segregation of duties and data privacy requirements. • Support bulk data loads, data migration, and conversion activities using FBDI and HDL, including validation reporting. • Maintain and enhance Descriptive Flexfields (DFFs) and complex cross-subject-area joins in OTBI. • Support Oracle Fusion P2T refresh activities, quarterly updates, and regression testing of reports. • Collaborate with functional and technical teams for testing, deployments, integrations, and release management. • Track work items using Azure DevOps (ADO), manage backlogs, and provide reporting status to stakeholders.

• Own and deliver US revenue targets across new business, expansion, and renewals. • Drive profitable growth through enterprise-scale deals, complex solution selling, and multi-year engagements. • Identify and capitalize on whitespace opportunities across priority industries and accounts. • Lead and inspire a national sales organization to operate at elite performance standards. • Establish a meritocratic culture grounded in accountability, results, and continuous improvement. • Build strong sales operating cadence, forecasting discipline, and pipeline rigor. • Champion a OneGP mindset—selling integrated, end-to-end solutions rather than siloed offerings. • Partner closely with Delivery, Solutions, Marketing, and Product to ensure alignment from pursuit to execution. • Translate client challenges into differentiated, outcome-led propositions. • Operate credibly at C-suite and Board level, influencing senior decision-makers in complex buying environments. • Serve as executive sponsor for strategic accounts, ensuring long-term value creation and client advocacy. • Evangelize GP Strategies’ purpose: enabling growth through learning and performance. • Position learning, talent, and workforce solutions as strategic levers for business transformation. • Stay ahead of market trends in skills, AI, leadership, and workforce enablement.

• Assists with the preparation of tax provision calculations and analysis • Compiles and analyzes financial information to prepare tax returns and other reports for US and foreign jurisdictions • Reconciles tax accounts, prepares documentation and appropriate journal entries for US and foreign jurisdictions • Assists in preparing complex statistical and financial reports. Analyzes and summarizes financial and accounting information for tax issues, and prepares reports and memos • Assists with coordination, tracking, and management of global tax compliance and other matters for foreign subsidiaries and branches • Compiles information for US federal, state and local tax audits • Interacts with various other departments within GP Strategies regarding tax and accounting matters • Keeps abreast of US domestic and international tax law changes, researches tax issues using tax research tools, and documents findings • Participates in special tax projects and performs other duties as required

• Design and deliver end-to-end solutions using Power Apps, Power Automate, and Dataverse • Configure and customize Dynamics 365 Sales applications (UCI, security roles, data models) • Build integrations with Microsoft tools and third-party applications • Support Application Lifecycle Management (ALM) and deployment processes • Partner with stakeholders to gather requirements and define solution roadmaps • Create clear technical documentation and user guides • Present solutions to both technical and non-technical audiences • Ensure best practices, code quality, and continuous improvement in development