HALO Branded Solutions

• Extensive telephone/e-mail contact with customers regarding past-due invoices • Determine write-offs (month end and small amount) • Make recommendations to Supervisor for collection of past due accounts • Coordinate with internal teams (Sales, Account Executive, Customer Service, and Finance) to resolve AR-related concerns • Provide clients with invoice copies, statements, and payment confirmations upon request. • Email reprinted and adjusted invoices as needed • Enter notes in system on all invoices where appropriate • Provide backup to other Collection Representatives and Client Forms as needed • Research returned mail and bank correspondence (i.e., short- & over-payments) • Maintain overall aging within department outlined KPI’s and Productivity guidelines • Independently manage AR and escalations • Payment Research and Credit validation support • Independently lead calls at the customer level for aged receivables • Provide training and coaching as a SR AR Rep mentor on best practices • Serve as a senior Account Executive handling high-priority “hyper care” accounts and complex client scenarios • Act as a subject matter expert (SME) for the Accounts Receivable (AR) organization • Provide backup as needed via Snap Pay and Tableau • Successfully maintains and exceeds overall aging and KPIS • Coverage as needed for Peers in team

• Receive and process incoming payments from customers, clients, or other sources using various methods (e.g., checks, wire transfers, credit card payments) • Deposit/post any cash or live checks received at the Sterling location • Process credit card transactions, including pre-charging, charging, posting, and disputes via multiple methods (e.g., customer self-service portal, dedicated phone line) • Contact customers via telephone and email regarding payment application or credit card issues • Collaborate with Credit and Collections teams and Sales Executives regarding deposits and customer remittance information • Perform bank validation for imports and payments while working within the Expert AR platform, including E-Commerce and online stores • Complete import reconciliations across different ERP systems in collaboration with GL, AR, and online stores • Enter rebates and coupons in the system and ensure the write-off amount is entered into the GL • Manage credit card disputes on transactions for payments

• Develop and lead HALO’s internal and leadership communications strategy, ensuring communication priorities support business goals, organizational alignment, and change adoption. • Create communication frameworks, standards, and rhythms that improve consistency, quality, and effectiveness across the enterprise. • Help define how and when key company messages are delivered across leadership forums, organization updates, transformation efforts, and major business milestones. • Establish a practical communications operating model that improves planning, decision-making, and execution across stakeholders. • Partner directly with executive leaders to shape and draft high-impact communications, including leadership messages, organization announcements, town halls, presentations, and strategic updates. • Translate business priorities into clear messaging, narratives, and supporting materials for internal audiences. • Prepare leaders for key communication moments by organizing messages, sequencing updates, and ensuring consistency across channels and stakeholders. • Lead communication planning for organizational changes, leadership transitions, business updates, and transformation initiatives. • Partner with HR / Workforce & Performance and business leaders to draft and coordinate employee-facing and leader-facing communications that are clear, thoughtful, and well executed. • Ensure communication plans consider timing, stakeholder alignment, manager readiness, and downstream employee experience. • Develop messaging frameworks, talking points, presentation narratives, FAQs, and communication assets that help leaders and teams communicate effectively. • Serve as a central communications partner across Marketing, HR / Workforce & Performance, Executive Leadership, and key business functions.

• Lead financial analysis and decision support for enterprise transformation initiatives and other strategic priorities. • Partner with the VP of FP&A and senior leaders to evaluate opportunities that drive growth, improve returns, and strengthen capital discipline. • Help ensure initiatives are supported by clear financial logic, realistic assumptions, and measurable performance expectations. • Own the financial modeling, underlying assumptions, and business logic supporting transformation initiatives across the company; leveraging broader FP&A department SME support. • Build and maintain business cases, scenario analyses, sensitivity models, and reforecasting frameworks as initiatives evolve. • Assess risks, dependencies, and tradeoffs to support informed decision-making and timely course correction. • Act as a key finance partner to business leaders, operations partners, and FP&A subject matter experts to ensure broader thinking and action plans align with financial objectives. • Facilitate productive conversations across senior leadership by bringing structure, clarity, and analytical rigor to complex issues. • Provide clear, executive-ready reporting and insights on initiative performance, evolving assumptions, and financial implications.

• Own commercial contracts end-to-end • Draft, review, negotiate, and manage the full range of commercial agreements • Develop and refine playbooks, templates, and standard positions • Support small acquisitions alongside the General Counsel • Grow into a generalist across other areas of in-house practice • Build strong, trusted relationships with various teams • Serve as a client-facing representative of the company

• Serve as the primary point of contact for senior-level client stakeholders, building strong rapport and driving both strategic and tactical communications • Understand business goals and objectives, ensuring that HALO’s full suite of capabilities is leveraged to meet expectations and deliver solutions • Identify opportunities for revenue generation and client experience improvements, developing and presenting actionable plans • Oversee end-to-end execution of complex e-commerce and event-based programs including mapping out marketing, production and event calendars; project execution and fulfillment management; quarterly and annual business reviews • Own deliverables on timelines, budgets, resources and cross-functional team coordination • Extrapolate analytical insights from data and reporting, incorporating into informed decision making around product assortment, webstore functionality and marketing engagement • Maintain strict discipline around following SOPs, adhering to documentation and process requirements

• Review order notes • Calculate pricing • Contact suppliers websites or call • Clarify missing information with AE

• Manage assigned corporate accounts and ensure timely collections on outstanding balances • Monitor aging reports and follow up on past-due invoices via email and phone • Maintain strong relationships directly with B2B clients to ensure smooth payment processes • Determine write-offs (month end and small amount) • Apply customer payments, adjustments, and credit memos accurately • Investigate and resolve billing discrepancies, payment issues, and disputes • Coordinate with internal teams (Sales, Account Executive, Customer Service, and Finance) to resolve AR-related concerns • Make recommendations to Supervisor for collection of past due accounts • Provide clients with invoice copies, statements, and payment confirmations upon request • Maintain accurate customer records, collection notes, and account history in the system • Prepare weekly and monthly AR reports for Account Executive review • Research returned mail and bank correspondence (i.e., short- & over-payments) • Independently manage AR and escalations • Payment Research and Credit validation support when need

• Translate supplier and category strategies into integrated promotion plans. • Build and maintain annual and quarterly supplier promotion calendars. • Package supplier offerings into AE-ready tools. • Manage supplier-funded promotions intake, prioritization, and execution. • Coordinate cross-functional execution of promotions. • Track and report promotion performance and share insights with leadership. • Ensure supplier promotions reflect HALO’s sustainability and ESG commitments. • Maintain strong relationships with key promotional and non-traditional suppliers. • Support HALO events and seller meetings as needed. • Update and maintain promotion documentation and calendars.

• Own and lead merchandising strategy for newly awarded accounts, ensuring alignment with the commercial vision, pricing architecture, and margin commitments established during the sales process. • Translate RFP strategy and client commitments into scalable assortment architecture, defining SKU strategy, pricing tiers, margin targets, and long-term growth pathways. • Analyze historical sales reports, transition inventory data, and prior SKU performance to inform assortment decisions, minimize financial risk, and optimize continuity during program migration. • Conduct comprehensive research on brand positioning, competitive landscape, consumer segmentation, and industry dynamics to shape initial product direction. • Establish foundational product standards including decoration guidelines, quality thresholds, vendor strategy, and compliance expectations. • Validate costing structures, pricing logic, and margin integrity prior to launch; proactively identify risk and course-correct. • Collaborate with Category Merchants and Sourcing to influence vendor selection, negotiate costing, secure production timelines, and protect profitability. • Develop strategic product presentations in collaboration with Creative that clearly articulate curated assortments, innovation, and pricing strategy, ensuring alignment with the client’s brand and business objectives. • Align closely with Business Development and Account Leadership to ensure seamless continuity between what was sold and what is launched. • Lead complex domestic and overseas product development initiatives to meet brand, quality, and financial objectives. • Oversee decoration standards, product specifications, and quality expectations to maintain brand consistency. • Ensure SKU setup accuracy, product data governance, art asset organization, proof approvals, and sample validation. • Manage and approve final product details, e-commerce copy, imagery, specifications, and size architecture to ensure brand alignment and accuracy. • Partner with Implementation Program Management to build detailed workback schedules and hold cross-functional teams accountable to launch milestones. • Align with Inventory and Operations teams to ensure onboarding, forecasting accuracy, fulfillment readiness, and risk mitigation. • Document assortment rationale, pricing strategy, and vendor decisions to ensure seamless transition to ongoing merchandising & account management. • Identify early optimization levers that position accounts for margin expansion and sustainable growth post-launch. • Drive process refinement and contribute to scalable implementation standards that improve speed-to-market and operational efficiency. • Mentor and support junior team members involved in implementation activities. • Demonstrate leadership through action by stepping into executional details when needed, removing roadblocks, and personally driving deliverables to ensure successful and timely launch outcomes.