• Own the end-to-end revenue and sales Opex planning process, partnering with Sales leadership to build budgets and forecasts that balance analytical rigor with the flexibility required in a fast-moving SaaS environment. • Develop a deep understanding of ASC 606 revenue recognition and core sales drivers (pipeline, bookings, renewals, expansion) to deliver accurate revenue and Opex forecasts, monthly variance analysis, and actionable insights. • Partner closely with Sales org and Accounting to identify, quantify, and communicate key risks and opportunities, ensuring alignment between operational performance, financial reporting, and forecast expectations. • Lead and guide the FP&A team in delivering high-quality financial analysis, budget reporting, and scenario modeling that informs strategic prioritization and resource allocation across the Sales organization. • Define and continuously refine key performance indicators (KPIs) for Sales, translating complex data into clear, decision-ready reporting for senior leadership. • Analyze various data sets to produce reports and dashboards that support decision-making • Provide leadership and mentorship to the FP&A team, fostering a collaborative and high-performance culture

• Conduct comprehensive commercial due diligence and financial analysis for buy-side and sell-side M&A transactions. • Support in the execution of M&A, capital raising, and other advisory transactions, including due diligence, document preparation, and coordination with clients and other stakeholders. • Conduct comprehensive research on technology sub-sectors, companies, and market trends to support advisory services and inform strategic recommendations. • Develop and maintain complex financial models to evaluate transactions and other strategic decision making. • Develop and optimise data analytics and visualisation dashboards to deliver insights to clients and internal stakeholders. • Prepare pitch decks, industry-specific slides, and customized content for client presentations and pitch books and provide presentation support, including formatting, structuring and ensuring visual and analytical consistency. • Collaborate closely with the team using Microsoft Teams, Outlook and Excel for seamless integration into ongoing projects.

• Lead the corporate finance reporting cadence, including monthly, quarterly, and ad hoc financial reviews. • Consolidate financial results, forecasts, and outlooks into a cohesive, executive-ready financial narrative. • Own and maintain the company’s three-statement financial models, ensuring accuracy, transparency, and alignment with reported results. • Lead balance sheet and cash flow planning, including variance analysis and clear commentary explaining period-over-period changes. • Own all external financial reporting deliverables and ensure consistency between internal management reporting and externally shared financial information. • Support the CFO with financial analysis and reporting related to banking relationships, lender requirements, and covenant reporting. • Own global planning assumptions and the corporate labor model, including headcount and compensation assumptions aligned with functional plans. • Serve as the primary finance business partner to G&A teams, supporting budgeting, forecasting, expense management, and financial decision-making. • Analyze financial performance, trends, and drivers, translating results into clear insights and implications for future periods. • Coordinate inputs, assumptions, and commentary across the Finance team to ensure integrated, consistent, and timely reporting. • Manage and develop one Lead Financial Analyst, providing clear priorities, review, and coaching to ensure high-quality outputs.

• Define and execute global category strategies for Consulting and Financial Services • Build multi-year value creation roadmaps that move beyond savings to include productivity, risk reduction, speed to market, and innovation • Introduce advanced category management practices and global standards • Act as a collaborative driving influence in evolving Indirect Procurement from “sufficient” to best-in-class • Define and implement global governance frameworks, intake models, and approval workflows • Drive consistent adoption of global category strategies across regions • Mentor regional teams and help build advanced commercial, analytical, and stakeholder-management capabilities • Manage the digital enablement of Consulting and Financial Services procurement • Partner with Procurement Transformation, IT, and Finance to automate processes • Manage complex, high-value strategic sourcing initiatives • Design and manage a strategic supplier ecosystem