• Develop and Scale FP&A Functionality • Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability. • Implement financial forecasting models, budgeting frameworks, and reporting tools. • Support our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals. • Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership. • Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards. • Design and improve financial reporting templates and processes to ensure accuracy, timeliness, and clarity. • Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth. • Establish best practices and foster a culture of continuous improvement within the FP&A team. • Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance. • Partner with client service teams to deliver customized financial analyses and insights to clients. • Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to the needs of early-stage, investor-backed businesses. • Provide clients with strategic recommendations to optimize cash flow, improve margins, and achieve financial milestones. • Support clients in preparing for fundraising efforts by developing financial models and investor presentations. • Assist CFOs guide clients on capital allocation strategies to maximize ROI and operational efficiency. • Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting. • Identify automation opportunities to reduce manual processes and improve data reliability. • Continuously refine FP&A processes to drive scalability and ensure alignment with industry best practices. • Monitor emerging trends in FP&A and recommend innovations to stay ahead of client and business needs. • Serve as a strategic thought partner to the executive team, providing insights to shape the company’s financial strategy. • Act as a trusted advisor in strategic discussions, including growth opportunities, market expansion, and risk management. • Establish and monitor key performance indicators (KPIs) to evaluate the success of both internal and client financial objectives. • Regularly communicate performance insights and recommendations to stakeholders.

• Support initiatives tied to the Board-approved plan, including financial assessment and tracking of each initiative. • Establish standardized reporting and frameworks to evaluate costs, benefits and ROI for transformation programs. • Develop KPIs and dashboards to monitor value delivery, including cost savings and margin improvements. • Maintain line-of-sight from investment to EBITDA impact, run-rate, and closing the “benefit realization gap” often seen in large-scale transformations. • Proactively prepare reports and analysis, forecast initiative results, and make recommendations to keep initiatives on or ahead of track. • Own budgeting oversight, monthly forecasting, and variance analysis for transformation initiatives. • Challenge initiative teams on effort estimates, vendor quotes, and resourcing plans to ensure costs reflect true delivery complexity. • Provide financial leadership and analytics to guide decisions on resource allocation and cost-benefit trade-offs. • Ensure alignment between program milestones and financial outcomes, not just “on time/on budget” but “value realized”. • Collaborate with Legal, Compliance, and other teams to ensure adherence to regulatory requirements and adherence to GAAP, AICPA, and other standards reflective of best practices. • Support Strategic Transformation Officer and collaborate with value stream owners to integrate finance into transformation strategy. • Act as a bridge between finance, operations, and technology, ensuring compliance and risk management. • Other duties as assigned.

• Provide Technical Oversight to global operations and service delivery for Oracle Cloud and Oracle EBS Financial Systems. • Define and execute the strategic roadmap for system operations, automation, compliance, and continuous improvement. • Collaborate with Technology Business Partners, Support leadership Team, Finance and business leaders to align support priorities with organizational priorities. • Improve business processes utilizing Oracle applications, and demonstrate expertise in areas like Month End Consolidation, SEC and Statutory Reporting, and Financial Master Data Management. • Implement and maintain robust financial controls and risk management practices. • Drive automation and digitization of internal processes where possible. • Oversee the stability, performance, and availability of Oracle Cloud Financials platforms and integrations. • Provide deep techno-functional guidance on configuration, security, data integrity, and reporting (BIP/OTBI). • Continuously evaluate Oracle’s quarterly roadmap, patches, and updates; lead planning and impact analysis. • Mentor a team of functional and technical experts supporting Oracle Financials modules (e.g., GL, AP, AR, A2C, Projects, Procurement). • Build & Foster a culture of continuous learning and performance improvement to identify operational efficiencies. • Own operational SOX compliance for both Oracle Cloud and EBS platforms. • Ensure adherence to ITIL service management processes and security best practices. • Establish and enforce segregation of duties and access control frameworks across financial systems. • Drive automation strategies to eliminate manual processes and improve system efficiency. • Collaborate with SRE, engineering, and integration teams to modernize platform operations. • Champion initiatives that reduce technical debt and improve the scalability of financial systems. • Build strong partnerships across business stakeholders and technical teams to prioritize and deliver impactful outcomes. • Mentor a global team of Oracle support professionals, fostering a culture of collaboration and accountability.

• Build a weekly 13-week rolling cash flow forecast • Model AR collections using aging and assumptions • Model payroll timing for: W-2 employees, 1099 and Corp-to-Corp consultants, Paid-as-Paid contractor logic • Incorporate AP, recurring expenses, and annual subscriptions • Build base and downside scenarios • Include minimum cash threshold alerts and credit availability • Provide documentation and hand-off instructions