• Seek out new opportunities and expand existing opportunities to build the pipeline • Maintain knowledge of competitors to strategically position products and services • Develop pursuit plans and manage the pipeline to ensure alignment with account managers • Establish and maintain a consultative relationship with clients in their industry • Contribute to proposal development, negotiations and deal closings • Work closely with account managers, providing technical expertise and participating in client engagements

• Provide oversight and direction for day to day financial operations, executed by the Finance & Compliance Operations Manager • Set, document and implement finance policies, procedures and internal controls • Manage organizational finance accounts including banking, credit cards, investments and treasury functions • Partner on cash management, reserve planning and liquidity strategy • Own the day to day relationship with the external accounting firm, setting priorities, timelines and standards for financial reporting • Partner with accounting team to ensure timely monthly close, accurate financial reporting and books • Review and approve monthly close outputs and financial statements prior to internal or external distributions • Review financial reports for accuracy, clarity and usability for internal stakeholders • Lead the annual budgeting process in partnership with the Chief Operating Officer (COO) and leadership team • Develop and maintain multi-year forecasts, funding sources, cash flow projections and scenario planning models • Translate accounting outputs into actionable insights for leadership and program teams • Prepare and present financial materials, forecasts and analyses for executive leadership and as needed, for board review • Run monthly budget manager meetings to review performance, risks and adjustments • Partner with COO to build financial literacy and confidence across teams by helping staff understand budgets, forecasts, and financial implications of their work • Support development of grant budgets in partnership with development and program teams • Monitor restricted funding and compliance with grant terms • Prepare or review financial reports for funders in coordination with the accounting team • Provide guidance on grant budgeting and cost allocation across programs • Lead and own the annual audit and other financial reviews, with operational coordination supported by the Finance & Compliance Operations Manager • Oversee implementation of auditor recommendations • Lead financial risk assessment and mitigation planning, including identifying control gaps and remediation actions • Support compliance requirements related to grants, contracts and nonprofit finance regulations • Ensure strong financial controls and adherence to organizational policies • Oversee financial aspects of vendor relationships and contracts • Review contract budgets, payment schedules and financial terms • Conduct performance management, goal setting and professional development for the Finance & Compliance Operations Manager • Set clear priorities, workflows, and performance expectations for the finance function • Continuously assess and improve finance processes, tools and workflows within the finance function in response to organizational needs and growth

• Ensure successful implementation of Workday’s Financials solution for FSI customers • Establish and champion best practices for all FSI deployments • Become an expert in the Workday Financials product suite • Provide FSI Industry perspective for customer business requirements • Ensure client takes advantage of Workday FSI Industry best practices • Serve as a mentor for new Financial Consultants • Participate in update training and other events to share product skills

• Collaborate with SAM and Underwriting teams to understand current client financial position, RFP requirements and retail network approach as well as strategic options for market checks, renewals and new business • Ideate and propose strategic retail network optimization opportunities and understand long-term benefits and challenges associated with those optimization opportunities • Mentor Advisors and Lead Analysts to help support department training needs • Support team leadership by reviewing key / complex client retail network modeling and "translating" modeling primary components and assumptions into concise and understandable format and messaging for leadership reviews and Pricing Committee • Evaluate client data, create scenarios, and provide expert modeling and guidance for existing and new clients in alignment with department strategic objectives that drive value to both clients and Express Scripts • In collaboration with Underwriting and SAM discuss any potential custom or narrow network options under evaluation to ensure that all modeling and requirements of these network are accurately represented and in alignment with provider contracts • Partner with Underwriting to analyze the financial impact of client requested network changes to both the client and Express Scripts • Strategize with cross-functional areas of Express Scripts, including but not limited to Account Management, Pricing, Product, Finance, and New Sales • Lead interdepartmental team calls as required to discuss retail network financials • Lead and / or assist in documenting best practices / SOPs for retail network modeling team • Ensures optimization of work processes for retail modeling strategies and achievement of department goals • Work on special projects and presentations as needed for the retail network modeling teams