• Prepare regular monthly and/or quarterly financial reports for leadership, operators, investors, and other stakeholders • Partner collaboratively with cross-functional teams to respond to questions and other requests regarding financial and operational analysis • Collaborate with senior leaders to develop an annual budget and mid-year forecasts • Oversee the operations and development of the company’s finance department including enhancing / automating processes, developing templates, and supervising junior finance resources • Access, gather, and synthesize data from our accounting and reporting systems daily • Support business and corporate development projects, as needed • Other duties consistent with this role, as assigned.

• Move the organization to best practice on controllership and financial management, establishing robust financial foundations post-merger across all geographies. • Improve and streamline the monthly close process across multiple entities and geographies (US, UK, Switzerland). • Implement rigorous cash flow forecasting and enhance internal spend and cash controls across all locations. • Include a monitoring mechanism for covenant compliance with lenders and PE investors. • Establish financial controls and approval processes appropriate for a scaled, multi-entity global professional services organization. • Complete the financial integration of MCE/NexGen, including finance systems consolidation, accounting harmonization, and centralized cash management. • Provide accurate pro-forma financial reporting that combines both entities and reflects synergies realized. • Build a tracking mechanism to identify, capture, and report on synergies realized through integration. • Lead financial due diligence, valuation, and integration planning for future add-on acquisitions planned for 2026 and beyond. • Develop repeatable M&A integration playbook for finance, accounting, and systems consolidation across international operations. • Develop repeatable, effective financial reporting processes including weekly flash reports, monthly operating packages, and quarterly board materials across all entities. • Work with executive leadership and functional leaders to quantify and track KPIs that drive value creation (utilization, margins, revenue per employee, client retention, etc.) across geographies. • Design and implement a standardized process for updating financial packages and ensuring data integrity across multiple currencies and accounting standards. • Provide financial analysis to support pricing decisions, capacity planning, and resource allocation across service lines and geographies. • Lead compliance, audit, risk management, board reporting, and lender reporting processes. • Codify and drive the annual budgeting process, taking the organization through an efficient, rigorous planning cycle across all locations. • Partner with the CEO, Chief of Staff, and executive leadership team to size and refine the 2026 value creation plan. • Develop rolling forecasts and scenario planning capabilities to support strategic decision-making across the global business. • Build financial models to evaluate growth investments, hiring plans, and capital allocation decisions across markets. • Review billing and revenue recognition processes across project types and geographies, ensuring compliance with accounting standards and contractual terms. • Partner with Operations and Technology teams to implement improved billing systems, time-tracking processes, and project accounting. • Optimize collections processes and DSO management across multiple clients, currencies, and contract types. • Establish pricing frameworks and profitability analysis by client, project type, service line, and geography. • Evaluate existing finance systems and finalize upgrades to new platforms (e.g., NetSuite) to improve financial reporting, analysis quality, and scalability across international operations. • Implement automation and billing platforms to improve efficiency and data quality across all locations. • Partner with IT and vendors to ensure systems integration supports multi-currency financial consolidation and reporting requirements. • Ensure systems infrastructure supports compliance requirements across US, UK, and Swiss jurisdictions. • Think holistically about the business, serving as trusted strategic advisor to CEO and executive leadership team on business strategy, growth initiatives, and value creation. • Advise and execute on acquisitions and integrations, including valuation, deal structuring, and post-merger integration. • Make pricing recommendations based on cost analysis, competitive positioning, and value to clients across different markets. • Execute on an ambitious growth path through effective capital allocation and investment decisions. • Partner with CEO and Board on long-term value creation strategy and exit readiness. • Build out a fit-for-purpose global finance team that can execute transactions, drive business decision-making through excellent reporting and analysis, and scale with the company. • Recruit, develop, and retain high-performing finance talent across accounting, FP&A, and financial operations in multiple countries. • Partner cross-functionally with People & Culture on compensation and budgeting; with Operations on capacity planning and resource allocation; with Growth on pricing and profitability analysis. • Lead additional functions over time, potentially including IT and Administrative functions as the organization scales. • Serve as key liaison with Board, PE investors, lenders, and external auditors across multiple jurisdictions.

• Lead client engagements and manage a team of consultants • Provide expert guidance on Workday Financials best practices • Manage multiple clients with competing needs • Deliver creative solutions through targeted resources and technical expertise • Ensure successful Workday implementations and ongoing enhancements • Support client-side implementations including assembling data gathering workbooks as well as system testing and UAT

• Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics including revenue, ARR, backlog, net dollar retention, LTV, CAC, and more. • Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board of directors. • Strategic Partnership: act as a strategic advisor to the go-to-market organization by providing data-driven analysis and action plans. • Project Management: enhance processes across FP&A, accounting, revenue operations, and business operations. • Business Analytics: Partner with business operations to automate analyses and forecasts in our BI tools. • Special Projects & Strategic Initiatives: Support ad hoc high-impact strategic initiatives including M&A evaluation.