• Lead the end-to-end financial oversight of sales incentive programs, including accruals, forecasting, and variance analysis • Track and monitor sales incentives spending against budget and financial targets • Develop and maintain accurate accrual models to ensure appropriate financial recognition of incentive costs • Provide monthly and quarterly reporting on incentive spend, trends, and performance drivers • Lead forecasting processes for sales incentives expenses in partnership with Finance and Sales Operations • Build and maintain financial models to project incentive payouts based on sales performance scenarios • Design and refine accrual methodologies for different sales compensation structures • Partner closely with Finance teams during monthly close, budgeting cycles, and financial planning activities • Conduct deep financial analysis on incentive program performance and payout trends

• Assist in the accurate and timely calculation of sales commissions for various sales teams, adhering to established commission plans. • Support the review of commission data, identifying and investigating variances or discrepancies. • Collaborate with the Sales and HR teams to understand commission plan structures and data sources. • Prepare and post accurate payroll-related journal entries (e.g., wages, taxes, benefits, accruals) into the general ledger. • Work closely with the Payroll team to ensure the proper recording of all payroll expenses and liabilities. • Assist in the reconciliation of payroll-related general ledger accounts. • Perform timely and accurate reconciliations of various balance sheet accounts, such as cash, accounts receivable, accounts payable, and accrued liabilities. • Investigate and resolve reconciling items efficiently, working with cross-functional teams as needed. • Ensure all reconciliations are properly documented and supported. • Contribute to the month-end and year-end close processes. • Assist with ad-hoc financial analysis and special projects as required. • Support audit requests by providing accurate documentation and explanations.

• Build reports, financial models, and processes to support financial planning and analysis for the Sales Finance team. • Analyze financial results, understand key trends, assess current and future business risks and opportunities, and communicate insights. • Manage and track financial performance against annual budget, seasonal financial plans, and key performance indicators. • Build strong partnerships with Finance, Merchandising, Operations, and teams across the company to develop annual, quarterly, and monthly budgets and forecasts. • Conduct ad-hoc analysis and scenario modeling at the request of management business partners to aid in decision-making. • Analyze large volumes of financial and customer data to develop key insights and present findings to leadership. • Prepare weekly, monthly, and quarterly reports to be utilized in monthly close and management meetings. • Assist in month-end close reconciliation of variances between actuals and forecast. • Assist in ongoing reconciliations of variances across enterprise planning systems, forecast models, and metric databases.

• Lead finance and business transformation engagements from diagnostic through execution across people, process, technology, and data • Build actionable, prioritized roadmaps aligned to sponsor value creation plans • Design scalable operating models that support growth, margin expansion, and transaction readiness • Drive improvements across core finance processes (Record-to-Report, FP&A, Order-to-Cash, Procure-to-Pay, MDM) • Engage directly with CFOs, Controllers, Operating Partners, Portfolio Support Teams, and Deal Teams • Translate sponsor expectations into executable initiatives with clear accountability and measurable impact • Navigate competing priorities and high-pressure environments with confidence and clarity • Operate comfortably in incomplete or evolving situations • Quickly assess current state, identify root causes, and mobilize teams toward solutions while balancing strategic thinking with hands-on execution • Leverage data, automation, modern finance systems, and firm-approved AI solutions to improve insights and efficiency • Transition solutions to portfolio company ownership and enable long-term self-sufficiency • Contribute to business development, thought leadership, and the growth of the Business Transformation practice • Coach, mentor, and develop high-performing teams while supporting talent acquisition