RKD Group

• Serve as the dedicated Finance & Accounting partner to departments across RKD, building deep understanding of each team's operations, goals, and data needs. • Act as a trusted advisor to department leaders — helping them understand their financial performance, interpret reporting, and make data-informed decisions. • Facilitate ongoing collaboration between Finance and other business units to ensure financial goals and departmental priorities are aligned. • Educate and coach non-finance stakeholders on how their processes and data inputs connect to — and directly impact — company-wide financial reporting and outcomes. • Lead the assessment, design, and implementation of cross-departmental business processes that result in clean, accurate, and structured data flowing into financial systems and reporting frameworks. • Identify and resolve process gaps, redundancies, and inconsistencies that compromise data quality, financial accuracy, or reporting reliability. • Develop and maintain comprehensive process maps, data dictionaries, workflow documentation, and internal controls that reflect scalable, audit-ready operations. • Partner with Finance leadership to establish and enforce data governance standards across the organization. • Translate operational and departmental data into structured reporting that gives leadership actionable financial visibility across the organization. • Lead the development and ongoing refinement of departmental dashboards, management reports, and KPI frameworks that support both department-level decision-making and RKD's strategic priorities. • Partner with Finance on month-end and year-end close processes, ensuring cross-functional data is accurate, timely, and complete. • Proactively identify trends, variances, and risks within financial and operational data and communicate findings to relevant stakeholders. • Leverage financial systems, ERP platforms, and BI/reporting tools to improve data workflows and reporting infrastructure. • Lead or support systems implementation, upgrades, or integrations as they relate to Finance's cross-functional data needs. • Drive a culture of continuous improvement — identifying opportunities to automate, streamline, and strengthen Finance's ability to partner with the business. • Coordinate with IT, operations, and other teams on systems changes that impact financial data and reporting.

• Own the overall delivery health and performance of assigned pod(s). • Ensure projects, campaigns, and deliverables are completed on time and meet quality expectations. • Manage priorities, timelines, dependencies, risks, and team accountability. • Provide visibility into project status, delivery performance, and operational risks. • Own and optimize end to end workflow management across the pod. • Improve processes, eliminate bottlenecks, and drive operational consistency. • Coordinate work across departments to ensure seamless execution and handoffs. • Support execution planning and prioritization of work. • Forecast workload and identify resource constraints. • Partner with department leaders to align staffing and capacity with business needs. • Serve as the operational hub connecting strategy, planning, execution, and production. • Proactively identify and mitigate workflow, delivery, and operational risks.

• Provide enterprise-level, analytic leadership for accurate, actionable solutions. • Translate complex analytic findings into clear strategic direction. • Follow existing analytic frameworks, documenting processes. • Own multiple client accounts ensuring satisfaction and growth. • Serve as a senior advisor to clients and support new business development. • Create executive-level presentations with actionable recommendations. • Lead or oversee complex data or research initiatives as needed.

• Achieve breakthrough results that make a positive impact • Oversee the copywriting and art direction of direct response marketing materials • Inspire clients and team members with strategies, ideas, and innovations • Develop innovative digital and direct mail creative strategies • Provide leadership within the client group and mentor full-time creative staff • Assist in the development of new business pitch materials • Travel as requested for sales efforts and client relationship-building.

• Own and execute RKD's full events calendar, spanning RKD-led events, industry conference presence, client activations, and targeted experiential moments • Design each event and activation with a clear lead generation and pipeline conversion objective, ensuring every investment of time and budget has a measurable commercial purpose • Operate effectively as a team of one, managing the full lifecycle of events independently while leveraging third-party vendors, agencies, and partners to execute with quality and scale • Develop RKD's strategy for industry event participation, determining where we show up, how we show up, and what success looks like at each event • Build pre-event, at-event, and post-event workflows in close partnership with Demand Generation and Sales, ensuring leads are captured, followed up, and tracked through the pipeline • Track, report, and optimize event performance against pipeline and revenue metrics — continuously improving ROI across the portfolio

• Lead end-to-end narrative development for RFIs, RFPs, and oral presentations • Translate complex client challenges, RKD capabilities, and vertical expertise into clear, compelling stories • Structure proposals and presentations to guide evaluators intuitively from problem to solution • Collaborate closely with Brand & Marketing, Sales, Vertical & Solution leads to build strategic submissions • Manage and mentor a Copywriter • Develop and maintain a library of core narratives, proof points, case studies

• Secure and manage RKD's Microsoft 365 environments • Collaborate with IT team to develop and implement security policies • Monitor and respond to security incidents and threats • Document security configurations and procedures • Manage and administer Microsoft 365 services including Microsoft Defender and Intune

• Maintain visibility into current and future workforce capacity across offshore, nearshore, and onshore teams • Track open roles, active hiring pipelines, projected capacity gaps, and resource availability • Complete initial resume screening and track recruitment activities and progress toward hiring • Develop staffing and hiring plans in collaboration with stakeholders in operations, sales, and delivery, assessing options for domestic, nearshore, or offshore staffing approaches • Surface risks and mitigations to address understaffing, overcapacity, skill gaps, or delayed hiring • Maintain, improve, and automate capacity tracking tools (e.g., spreadsheets, reports) for clarity and usability • Provide workforce and hiring data to leadership, outlining risks and opportunities that support end-to-end talent lifecycle decisions • Understand the skills, experiences, and growth opportunities of the entire resource workforce through regular touchpoints with employees • Maintain familiarity with Sales proposals and the Opportunity pipeline • Assign the appropriate team to pipeline opportunities or signed engagements in collaboration with VPPC, Sales, and other business leaders at Heller • Provide recommendations and develop business case for hiring approach, timelines, resource allocation, and vendor utilization • Execute against approved workforce plans, hiring plans, resourcing decisions, and targets • Maintain objectivity in all vendor-related decisions, acting in Heller's best interest • Escalate decisions for vendor selection, pricing decisions, or long-term sourcing strategy to VPPC and/or SVP Ops • Identify and address inefficiencies across hiring, onboarding, and staffing workflows • Standardize, improve consistency, and reduce risk across all talent management processes • Document and maintain repeatable workflows related to workforce planning, recruiting, resourcing, vendor operations, and offshore onboarding execution • Improve coordination across People, Delivery, Sales, Operations, and external partners

• Ensure the successful execution of the assigned client’s omnichannel marketing plan • Provide support to Directors and Account Managers • Work with all internal company departments including production, sales, graphic design, data processing, digital, media, and accounting • Ensure all aspects of the projects conform to client specifications and are delivered on time and with quality • Develop and maintain strong relationships with clients by providing top client service • Implement, schedule, and monitor campaigns • Coordinate the creation of omnichannel direct marketing plans • Track completion of project milestones and deliverables • Review and approve mockups • Communicate updates/changes in client specifications • Prepare and participate in client meetings • Perform quality control on all aspects of each project • Work with all internal departments to ensure projects are completed on time and within budget.

• Assist with monthly close activities and preparation of journal entries related to fixed assets, inventory, expense accruals and deferrals, and rent and lease accounting • Prepare and reconcile assigned balance sheet and income statement accounts • Assist with expense allocations and departmental coding • Provide support for variance analysis and internal financial reporting • Participate in the transition of additional accounting responsibilities over time • Assist with sales and use tax filings and related supporting schedules • Maintain organized tax records and supporting documentation • Support the preparation of 1099 filings and year-end reporting requirements • Research and help resolve tax-related issues in coordination with external accounting advisors • Ensure compliance with filing deadlines, audit requests, and regulatory requirements • Identify opportunities to improve accounting processes and efficiencies • Demonstrate a willingness to explore and adopt AI and technology solutions related to accounting and finance operations