• Analyze and enhance billing and A/R workflows for accuracy and efficiency • Lead department-level initiatives to review and restructure billing procedures • Maintain and improve tools for tracking outstanding invoices and payment progress • Review client deductions and provide reporting to upper management • Manage month-end billing processes, including pre-bill generation, time entry audits, and invoice generation • Ensure accurate submission of invoices through client e-billing portals and monitor invoice status • Conduct deduction research and identify billing anomalies conforming with the client-specific billing requirements • Create executive-level dashboards and summaries of billing and collections data • Collaborate with leadership to tailor monthly financial reports to firm needs • Assist with the development of attorney billing metrics for performance tracking and bonuses • Review and audit data for accuracy across billing platforms and Excel reports • Serve as the primary liaison between Billing and Finance leadership • Maintain data integrity across Litify, Quickbooks, and billing workbooks • Manage Litify Success Acceleration Program tickets for resolution • Produce recurring reports and support A/R reviews and other financial audits • Collaborate with teammates to gather requirements, research solutions, and complete operational initiatives • Document best practices and assist in training other team members on billing tools • Provide analytical support for strategic planning and operational decision-making

• Supports chapters in accounting functions to ensure accurate and timely processing. • Reviews and approves donation batches that have integrated to NetSuite (financial system) from Raiser’s Edge (donor processing system). • Reviews check request for proper coding and approvals. • Prepares bank reconciliations and balance sheet reconciliations. • Review trial balance for accuracy and completeness. • Records and posts journal entries for monthly financial activity. • Prepares and analyzes financial reporting package including monthly variance report. • Reviews, researches, and analyzes data. Responds to inquiries from chapter staff. • Assists with gathering of information and documents for annual audit process. Helps prepare chapter’s audit workbooks and is point of contact for assigned chapters. • Assists with creating custom reports and queries in NetSuite, and/or Excel, as requested. • Builds and maintains relationships with chapters. • Leads month end close process, runs meetings, and serves as main point of contact for portfolio of chapters. • Identifies ways to improve processes to be more efficient and effective. • Provides support and direction for Accountants and Support Team Staff. • Performs other job-related duties, as assigned.

• Analyze financial performance and provide actionable insights to senior leadership of the Real World Evidence group within PASD/CRG. • Partner with the Finance and Operations leaders to understand key drivers of performance and identify opportunities for improvement. • Prepare and present financial reports, dashboards, and variance analyses. • Assist in building and maintaining financial models to support strategic initiatives. • Ensure accuracy and integrity of financial data and reporting. • Contribute to continuous improvement of FP&A processes and tools. • Support the development of annual budgets, quarterly forecasts, and long-range financial plans.

• Manage day ‑ to ‑ day finance operations using Xero with high accuracy • Oversee Accounts Payable (AP) including invoice processing, approvals, and payments • Maintain accurate financial records • Prepare and support regular finance reports for management • Track and manage subscription renewals for Varicon services and vendors • Handle customer billing, invoicing, and payment follow ‑ ups • Reconcile accounts and transactions, ensuring financial accuracy across systems • Assist with month ‑ end closing activities • Ensure compliance with internal financial controls and processes • Maintain and update Net Revenue Retention (NRR) and Annual Recurring Revenue (ARR) trackers • Reconcile subscription revenue data against invoicing and actual customer payments • Ensure data consistency between payment processing systems, internal trackers, and operational systems