• Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners. • Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. • Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. • Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture. • Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.

• Lead the preparation and ownership of key elements within the company’s near-term operating budget and financial forecast (P&L and Cash Flow). • Own and continually evolve the comprehensive, long-term financial model, including scenario planning for multiple growth paths, VBC contract performance, capital needs, and cash burn projections. • Prepare high-quality, insightful financial materials for the Board of Directors, Executive Committee, and external investor relations. • Provide end-to-end financial modeling and diligence support for high-impact, strategic projects, including evaluating organic expansion opportunities and potential inorganic growth (M&A) targets. • Partner with functional leaders (e.g., Product, Clinical, Sales) to develop robust business cases, ROI analyses, and pricing models for strategic investments and initiatives. • Design and track key performance indicators (KPIs) relevant to a value-based care model, driving a deeper understanding of profitability drivers and member-level economics. • Drive continuous improvement in financial processes, reporting automation, and data governance to scale the finance function as the company grows.

• Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement preparation, and on-demand government, higher education, and/or not-for-profit accounting support. • A significant portion of the work performed centers in and around solving a government’s accounting and financial reporting challenges from staffing or event driven needs. • In addition to serving as project manager on engagements and ensuring the quality of deliverables and a great client experience, you will assist in the identification of additional value-adding projects for your client base and other business development and growth activities. • Planning, managing, and performing a variety of engagements including but not limited to: Accounting and Financial Close and Reconciliation Assistance, ACFR or financial statement Preparation, Implementation of New Accounting Standards, Accounting Analysis Related to Compliance with Laws and Regulations, Process Improvement and Finance Modernization, and Best Practice and High-Performance Government Accounting Support • Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the timeline and scope of engagements • Evaluating complex governmental or not-for-profit accounting situations and determining the appropriate treatment under GAAP • Reviewing Annual Comprehensive Financial Report (ACFR) for accuracy and completeness against benchmarks such as GFOA’s ACFR review checklist • Identifying best practices or other recommendations in client account reconciliation or other financial processes and develop and executive level report of the findings • Providing status updates to client leadership on the current status of tasks and any findings or recommendations identified • Overseeing firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned • Ensuring team is up to date on related accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes • Developing content such as articles, podcasts, or webinars on governmental accounting matters to build brand recognition of GPS accounting advisory group • Serving as a trusted advisor to clients, identifying opportunities for expanded services • Developing outside relationships with a goal to foster long-term business development

• Provides professional management direction and oversight for the investment accounting activities of the organization. • Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports. • Implements new information technology and assists with new investment accounting initiatives with other business partners.