• 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.

• Lead project financials for assigned projects, delivering monthly inputs for Project Reviews, Finance Reviews, and Operating Reviews, including EACs, margin/cash bridges, risks/opportunities, and recovery actions. • Support contract handover from Inquiry to Order (ITO), to Order to Remittance (OTR) for the largest and most complex deals i.e. T&C clarifications, project setup etc. • Produce concise, executive-ready materials for leadership and board reviews • Own forecasting for assigned projects (Strategic Plan, Annual Budget, monthly/quarterly outlooks) across revenue, margin, EBIT, and cash; deliver variance analysis and scenario/sensitivity modeling. • Drive margin and cash improvement through structured Project Margin Reviews, analyzing cost/schedule variances, change orders and claims, and implementing corrective actions with Project Management. • Provide key income statement, balance sheet and cash flow metrics for forecasts and actual results for assigned projects • Simplify and automate reporting by standardizing templates and leveraging ERP/BI tools to improve data quality and cycle time.

• Own and execute critical components of the monthly financial close with a strong emphasis on precision, timeliness, accountability, and internal controls. • Prepare, review, and maintain high‑quality account reconciliations, ensuring balances are fully substantiated, well‑documented, and audit‑ready. • Identify issues proactively, investigate their root causes, and resolve discrepancies with minimal supervision. • Collaborate closely with Investments, Investor Relations, and Operations teams. • Support fund accounting activities for private equity and impact investment vehicles, including investment activity, capital movements, and fund-level reporting. • Assist in tracking and reconciling capital calls, distributions, management fees, and related activity with a high degree of accuracy. • Partner with fund administrators and internal stakeholders to ensure clean, consistent, and timely reporting. • Serve as a power user across core financial systems by contributing to system enhancements, implementations, and integrations. • Leverage system capabilities to improve reporting quality, reduce manual work, and support better decision‑making. • Act as a key contributor during audits and tax preparation, preparing clear support schedules and responding to questions with confidence and precision. • Ensure documentation and processes can withstand scrutiny from auditors, regulators, and internal stakeholders. • Continuously evaluate existing processes with a critical eye and a mindset of “how can this be better or simpler?” • Design and implement automation and efficiency improvements that increase accuracy, scalability, and transparency. • Contribute to building a finance function that is both operationally excellent and future‑ready.