• Lead project financials for assigned projects • Deliver monthly inputs for Project Reviews, Finance Reviews, and Operating Reviews • Support contract handover from Inquiry to Order (ITO), to Order to Remittance (OTR) • Produce concise, executive-ready materials for leadership and board reviews • Own forecasting for assigned projects across revenue, margin, EBIT, and cash • Drive margin and cash improvement through structured Project Margin Reviews • Provide key income statement, balance sheet and cash flow metrics for forecasts and actual results • Simplify and automate reporting by standardizing templates and leveraging ERP/BI tools

• Lead and manage planning and budgeting processes, coordinating with key business stakeholders. Candidates should be comfortable taking ownership of and improving 13-week cash/liquidity forecasts. • Professionalize and adapt financial reporting for capital providers (equity and debt investors, including banks). • Support various project-based initiatives such as process improvements and automation that require financial expertise and in-depth analysis. • Work closely with major business units across roadsurfer, providing analytical and financial support for cross-functional projects. • Reevaluate and further develop existing processes to raise professionalism and operational efficiency.

• Manage high-volume data architecture within NetSuite to ensure revenue is captured, billed, and reported accurately. • Develop a deep understanding of the end-to-end revenue generation cycle. Ensure that what is promised in Sales contracts is accurately reflected in billing and tracked properly in the data sets. • Implement a "Zero-Error" framework through regular system audits. Deliver post-billing accuracy reports that identify root causes of discrepancies and implement permanent systemic fixes. • Act as the primary internal consultant for the Customer Finance team, identifying manual "bottlenecks" and replacing them with automated workflows to drive team scalability. • Lead the integration and optimization of tools like Pendo and NetSuite to automate customer communications and billing notifications, reducing manual outreach. • Oversee the creation and maintenance of a robust "Knowledge Base" in Notion/HelpScout, ensuring all Customer Finance processes are documented for business continuity and training. • Continue developing the Customer Finance team into a high-output unit by providing dedicated coaching, identifying individual growth paths, and setting clear KPIs for performance. • Identify departmental gaps (staffing, tools, or training) and work with leadership to resolve them, ensuring the team remains agile as volume increases. • While overseeing the department, you will personally own high-complexity billing cycles to maintain a "pulse" on system performance and team requirements. • Build and maintain high-level partnerships with Sales, Legal, Customer Success (CS), and Internal Finance. Ensure finance policies are understood and followed across the customer lifecycle. • Establish a recurring cadence with Senior Leadership across departments to gather feedback on finance support and proactively communicate process changes. • Act as the final escalation point for complex customer financial issues, ensuring a "solutions-oriented" approach that balances company policy with customer retention.

• Own the end-to-end resource management strategy across Consulting Services. • Maintain a 90-day rolling forecast for capacity, utilization, hiring needs, and attrition. • Partner with Services Sales and Consulting leaders to anticipate demand and plan capacity proactively. • Oversee enterprise assignment and scheduling processes in Certinia. • Ensure consistent, disciplined resource allocation across internal and external resources. • Establish standards for skills data accuracy and maintenance. • Identify skill gaps and trends; inform hiring, training, and enablement strategies. • Lead proactive bench management strategies to maximize billable utilization. • Collaborate with Sales and Consulting leaders to creatively deploy available resources. • Lead FY planning initiatives related to capacity, margin improvement, and delivery optimization.