• Lead, coach, and develop Specialists and Sr. Specialists through performance feedback, training, and career support. • Oversee and resolve complex or high-risk escalations, serving as the final decision point before senior leadership. • Ensure team work meets compliance standards, documentation accuracy, and audit readiness. • Represent the team in leadership-level discussions and align processes with Legal, Compliance, and other departments. • Analyze team performance, identify inefficiencies, and drive process or policy improvements. • Other duties as assigned from leadership to support team

• Lead Oracle EPM implementations (Planning Cloud, EPBCS, FCCS) from design through deployment, ensuring alignment with client requirements and best practices. • Gather and translate client requirements into functional and technical designs for Oracle EPM solutions. • Oversee project delivery, manage timelines, identify risks, and implement mitigation strategies using project management tools. • Deliver organization, process, and technology enhancements to optimize FP&A and financial close functions. • Collaborate cross-functionally to ensure smooth and successful implementations, leveraging leadership skills to drive initiatives forward. • Provide guidance and mentorship to junior team members, fostering professional growth and knowledge sharing. • Assist clients in identifying opportunities for operational improvement through analytics and strategic insights. • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation. • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.

• Oversee area branch performance to meet business goals, supervising and guiding Branch Managers to maximize revenue, gross margin, and EBITDA. • Ensure Branch Managers effectively manage branch sales, production, inventory, employees, budgets, health/safety/environmental (HSE), lean and quality. • Develop and maintain a safe and positive work environment for all employees in the area and ensure customer satisfaction through timely, accurate, and high-quality products and services. • Work with Branch Managers to set and manage pricing and margin discipline to achieve area profitability targets. • Lead regular sales cadence calls and make joint sales calls with Branch Managers and sales teams, supporting the development of new business and growth of key accounts. • Organize regular meetings with Branch Managers to review performance, discuss business updates, share best practices, and address issues and opportunities. • Assist Branch Managers in inventory management and accuracy. Coordinate transfer of equipment and assets within the area and Intra-Company; work with Corporate Procurement to achieve inventory and utilization goals. • Ensure that corporate Quality and HSE standards for equipment, vehicles, facilities, and personnel are maintained in all branches. • Support recruiting, selection, and development of Branch Managers and key roles; provide coaching, feedback, and guidance on performance management and progressive discipline. • Conduct and/or oversee the annual review process for Branch Managers and ensure timely, consistent reviews within branches, with shared input from Sales and Corporate Operations. • Control overtime and staffing levels at the area level by working with Branch Managers to ensure branches are staffed with competent personnel and labor is used efficiently. • Monitor and drive performance to meet goals for sales, planned outputs, labor efficiency, material efficiency, inventory turns, on-time delivery, safety, and service levels. • Facilitate the implementation and adoption of technology and systems; understand how systems impact GHX operations and performance. • Maintain effective communication and cooperation with corporate departments and facilities management. • Maintain a visible presence in branches, warehouses, fabrication shops, and customer facilities, and be prepared to directly support operations when required. • Additional duties from time to time will be at Management discretion.

• Own the end-to-end lifecycle management of HappyCo's SaaS systems and software tools • Leveraging HappyCo’s existing Torii solution, update and maintain inventory of all systems, including ownership, licensing, renewals, usage, and integration dependencies • Evaluate ROI of existing systems, and recommend new systems or consolidation opportunities to improve efficiency and reduce redundancy • Partner with department heads to understand business needs and ensure systems align with operational requirements • Partner with Security resources to establish and enforce governance policies for system access, user provisioning, and de-provisioning • Coordinate with People Team on onboarding and off-boarding processes for hardware and any software not auto-provisioned, to ensure timely access management • Manage vendor relationships and serve as primary contact for SaaS providers • Negotiate contracts, renewals, and pricing with vendors in partnership with Finance and the department leaders who are primary users of each tool • Identify opportunities to improve workflows through better system integration and automation • Develop a strategic roadmap for HappyCo's information services and SaaS ecosystem