• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met. • Facilitate the onboarding of new clients and ensure smooth transitions. • Attend annual review meetings with financial advisers and lead quarterly check-ins with clients. • Provide exceptional service, exceeding client expectations and delivering meaningful value. • Address client inquiries with clarity and professionalism. • Act as a liaison between clients and financial advisers, ensuring effective communication. • Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests. • Continuously seek ways to enhance client experiences and improve service delivery.

• Responsible for Oracle Fusion Finance implementation • Collaborate with the finance team for solutions

• Lead financial strategy for client accounts, ensuring healthy margins, accurate forecasting, and alignment with agency revenue goals. • Oversee AR and AP processes, ensuring timely invoicing, collections, vendor payments, and financial accuracy across all client engagements. • Partner with Accounting to reconcile revenue, expenses, and month‑end close activities. • Collaborate with HR and workforce management tools to analyze labor costs, utilization, capacity, and staffing models. • Build and maintain financial dashboards, reporting frameworks, and forecasting models that support executive decision‑making. • Provide financial guidance to SAMs, PLs, department heads, and other leaders on pricing, scopes, burn rates, and profitability. • Monitor client budgets, pacing, and contract compliance to prevent over‑delivery and protect margins. • Lead annual budgeting, quarterly reforecasting, QBR financial preparation, and end‑of‑year closing processes in partnership with leadership. • Develop and refine financial policies, controls, and workflows that support operational excellence. • Serve as the primary point of contact for financial audits, compliance reviews, and external accounting partners. • Identify financial risks and opportunities, proactively recommending solutions to improve efficiency and profitability. • Train internal teams on financial literacy, budget management, and best practices for scope discipline.

• Analyze Finance & HR Operations processes, including: accounting, billing, invoicing, payroll, bonuses, accruals, budgeting and cost allocation, financial and management reporting • Document AS-IS / TO-BE processes and identify automation opportunities • Prepare business requirements, user stories, and functional specifications • Work with financial systems (at analyst level), such as: 1C: Accounting / 1C: Enterprise, Sage (Intacct, X3), Workday (Adaptive, Finance / HCM) • Participate in the analysis and documentation of integrations between: finance systems, HR systems, internal platforms / CRM • Support UAT, releases, and post-go-live activities • Work closely with: Finance teams, HR Operations, Internal Development and Platform teams • Translate business needs into clear and structured system requirements • Support change management and user adoption