• Manage the optimization of the enhancements and updates deployments of key CFO systems in accounting, contracts, and finance. • Ensure that all new systems preserve or enhance adherence to accounting and auditing policies and procedures and internal controls. • Co-chair the Corporate Systems Operating Committee with GTS Enterprise Systems leader. • Accountable for change management related to technology. • Act as spokesperson for the program, including updates to information sharing with key staff. • Align governance processes with key stakeholders to ensure cohesive decision-making and operational consistency. • Lead the development of frameworks, tools, and processes for Oracle use across RTI subsidiaries.

• Review the organization's general ledger daily, ensuring accurate and timely recording of financial transactions. • Review and reconcile bank statements, general ledger accounts, and other financial records monthly. • Prepare event related invoices and reconcile all events to agree between accounting and advancement records. • Ensure the ongoing monitoring of accounts receivable and follow up with advancement team for outstanding payments. • Partner with Development Operations Team on gift processing and reconciliations with SalesForce, the donor database and Classy, our online fundraising platform. • Responsible for payroll functions including management of the 403B retirement plan, per payroll adjustments and PT staff hours entry. • Work with CFO and FP&A Manager on the preparation and analysis of financial statements, including income statements and balance sheets. • Assist with the investment portfolio including; entering monthly investment transactions for CFO’s review and attending quarterly Investment Committee meetings. • Monitor LRA Finance information on Intranet and update as needed. • Collaborate with the CFO, Executive team, program staff, and FP&A Manager with the development of the organization’s annual budget. • Provide oversight, guidance, and support to the FP&A Manager in the annual budgeting process, including liaising with department managers. • Work with budget managers on recommendations for staff salary allocations and record payroll each pay period accordingly. • Assist the CFO with monthly Cash Flow projections. • Develop proactive solutions and bring new ideas to improve organizational performance and governance. • Support CFO in leading Finance Team to ensure compliance with Generally Accepted Accounting Principles (GAAP), relevant accounting standards, and regulations specific to non-profit organizations. • Lead financial audit preparation and field work. • Responsible for state charitable registrations and other regulatory filings to keep nonprofit status for LRA. • Support CFO in the preparation of schedules and reports for the annual Form 990 preparation. • Prepare and submit various financial reports and other documentation to regulatory authorities, donors, and funding agencies. • Work with programs and advancement staff to prepare funder-required financial reports and related invoices. • Review 1099’s with Accounts Payable team and process timely. • Maintain accurate records of grants and restricted funds, ensuring proper allocation and utilization with tracking for audit purposes. • Serve as the deputy to CFO, leading finance team to ensure all routine activities including data entry, preparing invoices & deposits, etc. are carried out as required • Collaborate with cross-functional teams to provide financial expertise and guidance. • With CFO, lead the development and implementation of organizational financial policies, procedures, and internal controls. • Support the growth and development of the team including setting goals and performance expectations, monitoring, feedback, and annual performance reviews for direct reports.

• Provides financial and strategic guidance to AV. • Provides leadership in accounting, financial reporting, finance operations, and fund administration. • Collaborate with the Director of Finance, AV, to oversee all aspects of annual, quarterly, and monthly financial reporting, including portfolio valuation and analysis. • Collaborate with the Director of Finance, AV, to oversee the annual external audit and tax return preparation processes. • Oversee all finance-related materials for the AV Board of Managers meetings and committees, as well as AV-related updates for Ascension and other limited partners. • Develop and present management reports to the AV team and Board of Managers, including performance metrics and industry benchmarks. • Assist in the investment closing process. • Coordinate execution of deal documents and funding of investments. • Partner with the AV investment team to understand portfolio company and pipeline opportunity businesses, performance, developments, challenges, and capital needs. • Responds to adhoc information and data requests from Ascension and other LPs. • Supports AV Senior Managing Director, Firm Lead, and Chief Administrative Officer with fund administration and fundraising. • Stays abreast of industry standards and practices to continually improve AV processes and reporting. • Performs a variety of special projects.

• Own and maintain protocols related to financial operations, ensuring accuracy, consistency, and scalability as the company grows • Spend approximately 50% of your time on Accounts Receivable, partnering closely with the Accounts Receivable Manager to track outstanding balances and follow up with customers to ensure timely payment • Communicate directly with customers and vendors regarding invoices, payment status, billing questions, and resolutions • Manage Accounts Payable, including tracking vendor invoices, obtaining internal stakeholder approvals, and ensuring timely and accurate payments • Coordinate contract renewals by tracking upcoming renewal dates and partnering with business stakeholders to ensure contracts are canceled, renewed, or renegotiated on time • Manage intake of new vendors, ensuring billing information is collected, approval workflows are established, and documentation is properly maintained • Oversee all tax-related activities, including corporate taxes and sales taxes, in partnership with our external financial firm and fractional CFO • Review and approve employee expense reports and help maintain and enforce the policies that govern employee spending • Assist our external financial firm and fractional CFO with accounting-related responsibilities, reconciliations, reporting, audits, and ad hoc requests • Identify opportunities to improve financial workflows, controls, and systems as the company scales