TASQ Staffing Solutions

• Develop and maintain e-commerce KPI dashboards tracking metrics such as conversion rate, revenue per visit, average order value, funnel drop-off, site search, and campaign summaries. • Provide a clear, actionable weekly performance summary to the VP of Digital Product and key stakeholders. • Manage alert systems for unusual traffic, conversion, and revenue changes with set thresholds. • Create a root-cause playbook to identify whether anomalies arise from tracking, behavior, marketing, or factors like inventory and pricing. • Audit GA4 implementations—including event taxonomy and conversion setups—to find issues. • Provide clear, developer-ready specs to fix identified application-level problems. • Own Tableau reporting by designing user-friendly dashboards enabling stakeholder self-service. • Use SQL for agile, ad-hoc analyses to validate and enrich data insights without pipeline engineering focus.

• Acts as an Individual Contributor handling Accounts Payable, Receivable, Payroll, General Ledger, Taxation, Budget Controllership, and other related tasks for a small company based in the US. • Manage workload distribution, ensure timely completion of accounting tasks, and provide coaching and feedback. • Coordinate monthly, quarterly, and year-end closes, including journal entries, reconciliations, and financial statement preparation per US GAAP. • Review staff-prepared reconciliations, maintain fixed asset sub-ledger, and oversee purchasing cycles per company policies. • Support external audits, budgeting, forecasting, and policy/internal control improvements. • Ensure compliance with payroll regulations and labor laws, process tax filings, and respond to financial data inquiries from management or regulators.

• Create and manage up to 100 invoices per month in QuickBooks Online • Ensure billing accuracy across multiple service lines • Maintain documentation of contracts, billing terms, and commission structures • Respond to client billing inquiries • Track all incoming payments (U.S. and international) • Manage AR aging reports • Proactively follow up on outstanding balances via email and phone • Maintain disciplined collection processes • Calculate recruiter and channel commissions • Track variable and residual compensation structures • Ensure timely and accurate commission payouts • Process U.S. payroll for approximately 10 employees via QuickBooks • Manage 1099 contractor payments • Prepare and coordinate W-2 and 1099 filings • Oversee 401(k) contributions and related payments • Manage vendor and contractor payments • Oversee recurring expenses and credit cards • Coordinate international payments and wires • Maintain accurate books on a cash basis • Reconcile bank and credit card accounts • Maintain clean general ledger records • Export monthly financial reports from QuickBooks • Coordinate with CPA on tax filings and year-end close

• Conduct customer discovery meetings to determine reporting requirements • Understand and work with customer on Power BI Licensing, and understand the limits/advantages of each licensing platform • Create well performing star schema data models for use with Power BI, including proper calculated columns and measures • Creating Power BI solutions for customers including importing data from multiple sources, building reports and dashboards, and creating appropriate data elements using DAX and source queries • Guide customers on deploying Power BI solutions to the Power BI service (Gateways, DirectQuery, DataFlows, Data Updates)

• Conduct customer discovery meetings to determine reporting requirements • Understand and work with customer on Power BI Licensing, and understand the limits/advantages of each licensing platform • Create well performing star schema data models for use with Power BI, including proper calculated columns and measures • Creating Power BI solutions for customers including importing data from multiple sources, building reports and dashboards, and creating appropriate data elements using DAX and source queries • Guide customers on deploying Power BI solutions to the Power BI service (Gateways, DirectQuery, DataFlows, Data Updates)

• Work with the project team to deploy Azure-based solutions that meet client value and success. • Implement solutions in Microsoft Azure that meet the client’s needs for security, scalability, reliability and performance. • Translate requirements into a technical design leveraging existing tools, services and frameworks. • Keep up with emerging technology trends and their impact on cloud solutions.

• Thoroughly review medical records to precisely assign ICD-10 diagnoses and procedure codes, ensuring the correct MS-DRG or APR-DRG classification. • Efficiently abstract essential data in line with facility guidelines. • Proactively monitor and manage accounts like Discharged, Not Final Billed, Failed Claims, and Stop Bills to guarantee prompt and compliant inpatient billing processes. • Consistently maintain high accuracy while meeting quality, productivity, and performance benchmarks using 3M 360 or eCAC systems. • Keep yourself informed on the latest CMS requirements, CCI edits, HACs, and relevant NCDs and LCDs, including the proper application of modifiers to ensure clean claims.

• Be an essential part of the team responsible for crafting and delivering creative cloud solutions for our clients. • Participate in technical envisioning, technical design, and delivery of assigned projects. • Work with solution architects to support project efforts from a technical perspective. • Execute the implementation of designed solutions into client deliverables. • Assist with design and deployment of client workloads into Azure. • Provide technical expertise and support across the following four areas of specialization: - Datacenter Transformation - Azure Infrastructure - DevOps and CI/CI pipelines - Cloud Automation

• Prepare monthly financial statements for multiple entities • Validate monthly license revenue and recognition for other revenue types in accordance with ASC 606 • Prepare journal entries for expense accruals, depreciation/amortization, re-allocations, deferred rent, and more • Perform detailed reviews of the General Ledger and maintain balance sheet reconciliations • Validate subscription, unit, and service revenue and make necessary adjustments • Act as Finance approver for all employee expense reports via Concur • Manage AR aging and collaborate with Client Success to resolve overdue invoices and determine quarterly allowance adjustments • Oversee cash management for domestic and foreign bank accounts, including weekly payment approvals and monthly reconciliations • Monitor banking covenants for compliance and prepare lender reporting packages • Coordinate annual audits across jurisdictions (U.S., U.K., Netherlands), and support tax and audit preparation with external advisors • Prepare standard weekly, monthly and quarterly investor reporting • Collaborate with FP&A on budgeting, forecasting, and variance analysis • Contribute to strategic initiatives including M&A due diligence, international expansion, and system implementations • Recommend, document, and maintain strong internal controls, policies, and procedures • Research and resolve accounting issues to ensure compliance with US GAAP • Administer the accounting tech stack including ERP, billing, and AP (Sage Intacct, Maxio, Tipalti) • Lead projects to increase efficiency and automation of accounting operations • Assess and improve ERP systems and financial tech tools to support scale and growth • File monthly sales tax returns in nexus states and ensure compliance with all jurisdictional requirements, including Secretary of State filings. • Mentor and develop accounting team members • Foster a culture of accountability, continuous improvement, and cross-functional collaboration

• Lead the annual operating plan (AOP) and rolling forecast process • Maintain and enhance integrated financial models (P&L and cash flow; balance sheet exposure preferred but not required as full build ownership) • Support annual budget preparation and board-level presentation materials • Develop driver-based models and scenario analyses to support business decisions • Deliver monthly forecast updates incorporating actuals, headcount, operating expenses, and revenue projections • Track and analyze recurring revenue metrics (ARR, bookings, churn, retention) • Support revenue forecasting in partnership with Sales and Revenue teams • Provide insights on SaaS unit economics and revenue performance trends • Ensure alignment between financial reports and CRM-reported revenue data • Prepare monthly and quarterly management reports • Deliver variance analysis (budget vs actual, forecast vs actual) • Build executive dashboards and board-ready financial summaries • Support strategic initiatives through financial modeling and investment analysis • Coordinate data alignment between finance and CRM systems (e.g., Salesforce and accounting systems) • Improve reporting accuracy and consistency • Streamline financial reporting processes through Excel-based improvements and structured templates • Support finance system enhancements as needed • Partner with department heads to align budgets with business priorities • Provide financial guidance to improve cost efficiency and margin performance • Support leadership in decision-making through data-driven insights