• Operate FP&A with minimal executive oversight, while maintaining CFO-level rigor and judgment • Deliver credible, decision-useful plans and forecasts that executives and the Board trust • Enable faster, more confident decisions on hiring, spend, and investment trade-offs • Establish FP&A as a true business partner to functional leaders, not a gatekeeper • Build a scalable FP&A operating model suitable for a $200M–$400M+ ARR SaaS company • Own the annual operating plan, rolling forecasts, and long-range (multi-year) financial plan • Ensure plans are internally consistent, strategically grounded, and clearly tied to operating drivers • Translate strategy into actionable financial frameworks that guide execution over time • Serve as a trusted financial partner to GTM, Product, Engineering, and G&A leaders • Improve decision velocity around hiring, spend, and investment while maintaining fiscal discipline • Help functional leaders understand trade-offs, ROI, and second-order impacts of decisions • Own the financial story presented to the executive team and Board • Clearly articulate performance, risks, opportunities, and forward-looking implications while ensuring forecasts and plans are explainable, defensible, and decision-oriented • In partnership with the CFO, play a leading role in preparation, analysis, and communication with analysts, banks, and potential investors. • Build and maintain clear models for headcount, operating spend, and margin evolution • Establish pragmatic guardrails that balance growth enablement with financial responsibility, including financial governance and decision support for purchasing and vendor spend • Enable dynamic reallocation of resources as business priorities evolve • Lead and develop a high-performing FP&A team (including existing team members) • Expand capacity thoughtfully, including leveraging lower-cost regions where appropriate • Establish clear FP&A processes that scale without adding unnecessary friction or bureaucracy • Partner closely with the Head of Data & Analytics to ensure plans and forecasts are grounded in trusted, watertight metrics • Align planning models with certified definitions of ARR, NRR, GRR, FCF, and other company-critical metrics • Help identify leading indicators that improve forecast accuracy and early-warning capabilities.

• Build, maintain, and enhance Google Sheets-based Marketing P&L models to forecast headcount investments, bookings, revenue, and margin performance, enabling accurate short- and long-range planning. • Lead quarterly business reviews, monthly forecast cycles, and annual planning for Marketing, delivering clear insights on performance versus plan and actionable recommendations for leadership. • Partner with Accounting during month-end close to validate accruals, reconcile key variances, and prepare concise variance commentary that explains performance drivers for Marketing leaders. • Communicate financial performance, risks, and opportunities to FP&A leadership and Marketing managers/directors through clear reports and presentations that support data-driven decisions. • Manage your workstream with guidance from senior team members as needed, prioritizing deliverables and proactively escalating risks to ensure deadlines for forecasts, close activities, and reporting are consistently met.

• Provide day-to-day administrative and operational support to the Managing Director, including document preparation, reporting, scheduling, follow-ups, and task coordination • Conduct research on prospective clients, investors, sponsors, and speakers to support sales and event strategy • Prepare and maintain internal trackers, calendars, and reporting tools to support market awareness, performance monitoring, and planning • Export, organize, and format data from agendas, reports, and internal systems for use in sales, marketing, and planning initiatives • Assist with preparing internal team documents, SOPs, benchmarks, and performance materials based on the Managing Director’s direction • Coordinate client-related tasks such as scheduling calls, collecting materials, confirming deliverables, and managing follow-up communications • Support sponsor and speaker coordination by tracking materials, deadlines, and marketing deliverables • Assist with sourcing and coordinating potential event venues through existing client relationships when needed • Perform light outreach and administrative follow-up with clients and prospects on behalf of the Managing Director • Maintain accurate records of client, sponsor, and conference data in CRM and internal systems • Collaborate with internal teams to ensure priorities, deadlines, and communications are properly aligned • Support sales and audience development activity as needed during slower periods

• Provide advanced financial planning & analysis (FP&A) project support to the Enterprise Information Technology (IT) organization. • The IT Finance Lead will be responsible for supporting long term Cencora Digital & Technology projects through long range forecasting, change management requests, and additional strategic finance support. • Manage the financial relationship between Cencora and key strategic IT vendors including SOW review and tracking, monitoring vendor adherence to financial contract terms, and reconciliation of vendor accounts. • Monitoring and reporting key Program Accounting initiatives, including project financial reviews. • Maintain and monitor IT Financial processes that are part of the project life cycle, including assisting with training for project managers. • Serves as an educational resource to internal and external partners, as well as business leaders, to aid in the understanding of financial results and measurement systems/metrics. • Provide financial consulting and analytical support, including budgeting and forecasting, to leadership of assigned shared service organizations. • Serve as a mentor for junior IT Financial Analysts. • Work closely with shared service leaders to understand business needs and requirements and ensure alignment of forecasts and budgets. • Monthly accrual and expense re-class entry preparation. • Audit task charge codes in Clarity to ensure proper Accounting standards are followed. • Maintain forecast of operating expense and capital expenditure. • Support the development, maintenance, and continuous improvement of the annual budgeting and ongoing forecast processes. • Assist the capital planning process for assigned organizations, including conducting research and analysis, validating business cases, creating financial models, and making recommendations. • Analyze and interpret financial data and formulate conclusions and recommendations to supported organizations to address concerns or areas of opportunity. • Report monthly actual results against budget and forecast; investigate and explain causes of variance. • Analyze trends and cost drivers and highlight risks and opportunities. • Provide financial analysis to help IT leadership understand financial results and support business decisions. • Provide analysis for monthly management reviews. • Knowledge, understanding, and compliance with Company policies and procedures. • Provide feedback to management concerning possible problems or areas of improvement. • Make recommendations to implement improved processes. • Perform other duties as assigned by management.