• Prospecting and building client relationships • Financial diagnosis and needs analysis • Selling financial and insurance solutions • Managing and expanding the client portfolio • Consultative approach with a long-term focus

• Develop and maintain program financial baselines including budgets, forecasts, and cost estimates, and Estimate-At-Completes (EACs) to meet contractual/project requirements for assigned programs • Monitor and analyze program costs, revenue, and profitability against established budgets and forecasts. • Prepare regular financial reports for internal management and external customers, including variance analysis and corrective action recommendations. • Support program managers in developing Estimates at Completion (EACs) and ensuring cost and schedule alignment. • Track and forecast labor, material, and overhead costs to identify trends and potential risks. • Assist in the preparation of proposals and pricing, ensuring alignment with company financial policies and cost structures. • Ensure compliance with internal controls, government accounting standards (if applicable), and company financial procedures. • Coordinate with accounting, contracts, and operations to ensure accurate billing, revenue recognition, and funding status. • Support monthly and quarterly financial reviews, audits, and reporting requirements. • Identify opportunities for process improvements in financial reporting and program controls. • Provide mentorship to jr. level members of the team. • Perform other duties as assigned.

• Setup and manage the daily, monthly & year end accounts. • Manage the day-to-day operations of the trading desk (middle / back office) monitoring market movements and providing market analysis • Ensure compliance with the local policies and guidelines on FX transactions • Develop and implement operational policies and procedures to enhance efficiency, security, and customer satisfaction • Manage the settlement process for FX transactions, including reconciling trade confirmations, verifying payment instructions and resolving any discrepancies or issues • Liaise with banks, payment service providers, and other external parties to facilitate FX and Cross border payments / settlements. • Manage the risk exposure of the trading desk, including setting limits, monitoring positions, and reporting any breaches or incidents • Maintain accurate and complete records of all transactions, reports, and audits • Train and supervise staff on operational processes and best practices • Stay updated on the latest trends and developments in the FX and securities markets.

• Lead the annual budgeting, monthly forecasting, and long-range strategic planning processes, coordinating with Executive Leadership, program leaders, practice leaders, and department heads to ensure alignment with the firm's strategic objectives • Develop and manage comprehensive financial models for forecasting revenues, expenses, resource capacity, cash, investments, and profitability, particularly focusing on driver-based models relevant to professional services (e.g., headcount, contracts, projects, utilization, bill rates) • Provide insightful financial due diligence and analysis for potential strategic investments, capital expenditures, and major initiatives • Oversee the preparation of detailed, timely, and insightful monthly and periodic financial reports for the Leadership Team and Program Management • Monitor performance against the annual budget, forecasts and key operational metrics, identifying trends, opportunities, and risks • Analyze key professional services metrics, including utilization, unit economics, margins by program/project/client/practice area, and backlog, providing strategic recommendations for margin improvement and efficiency • Act as a trusted financial advisor to program and practice leaders, helping them manage their P&Ls, understand their cost drivers, and make data-driven decisions on pricing, staffing, and investments • Oversee the end-to-end monthly contract invoicing process, ensuring accuracy, compliance with client contracts, timely submission of invoices to clients, and close collaboration with Program and Operations • Work with the Accounting team to ensure billing practices align with GAAP regarding revenue recognition for fixed-fee, time-and-materials, and other types of contracts • Analyze invoicing trends, monitor the aging of receivables, and provide timely financial information to support collections efforts and minimize Days Sales Outstanding • Lead the company pricing function in partnership with Business Development, Delivery, and company leadership, ensuring competitive pricing approaches, reliable models, and flexible tools are in place to drive growth while maintaining strict adherence to firm-wide financial goals • Collaborate with Growth and Delivery Teams to ensure that resource estimates, price targets, and supporting models are grounded in operational reality and historical performance • Establish feedback loops and regular communication with Growth, Delivery, and other leaders are in place to provide data-driven insights that continuously improve pricing strategies and tools • Partner with the CFO, other C-level executives, and key leaders on firm-wide strategic and operational initiatives • Lead, mentor, and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement • Streamline and improve existing reporting and planning processes so all leaders can easily access the financial information they need to perform their roles, leveraging financial systems and business intelligence tools for efficiency and enhanced analytics