• Support and enhance how the company communicates its financial performance, strategy, and long-term value creation story to key external stakeholders, including analysts, investors, and financial media • Develop and execute quarterly earnings communications, including earnings press releases, executive scripts, Q&A materials, talking points, and support of investor messaging • Help articulate the company’s financial performance, operating drivers, capital allocation priorities, and strategic roadmap • Support the development of external materials for earnings calls, investor conferences, analyst meetings, non-deal roadshows, and investor days • Lead or support external communications tied to financial and strategic milestones, including M&A, portfolio actions, restructuring, leadership changes, and other material developments • Draft and refine high-quality content, including press releases, investor communications, executive messaging, FAQs, and backgrounders • Monitor financial media coverage and analyst commentary to identify themes, risks, and opportunities that inform messaging and engagement strategies

• Manage financial and accounting business matters in accordance with established procedures and standards • Develop and train bookkeeping and accounting support personnel to deliver quality service in accordance with established controls and standards • Independently manage financial services toward the company objective of quality service and high satisfaction; recommend actions to this end • Independently provide strategic management advice and service, including special complex requirements of large group practices, by gaining a strong working knowledge of the Group’s business and industry • Attend and conduct regular face-to-face meetings • Collaborate with Billing Manager to deliver service in a team approach with continuous communication and coordination • Occasional Travel as needed • Perform all other duties as assigned

• Track company drivers such as MRR/ARR, Churn, CAC (Customer Acquisition Cost), Logo Retention, and Margins to direct long-term strategic planning and provide data-driven insights to leadership. • Leverage cohort analysis and complex financial models to create actionable reports and presentations for senior management. • Partner with Marketing and Business Development leadership to track the sales funnel and forecast revenue. • Monitor COGS and expenses to balance growth rate, profit margin, and cash flow in support of the company's financial targets. • Act as the primary owner for our FP&A software, lead the implementation of new tools, manage ongoing system support, and utilize excellent project management skills to ensure our financial tech stack is optimized and scalable. • Partner with business leaders to optimize financial procedures through continuous improvements to automation and data analysis.

• Early identification of regulatory developments and trends for financial services providers including banks and asset managers • Advising our clients on the impact of global, European and national regulations on their business model, process and control landscape as well as the operating model • Implementation of regulatory requirements, participation in the establishment of effective and sustainable Risk & Compliance structures and support in clients' change management processes • Identification and adaptation of technology solutions to increase the efficiency of risk & compliance structures, including AI-based solutions • Responsibility for service delivery, project progress and subject-matter contribution within an international team of regulatory and compliance experts