• 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

• Processing subscription documents and AML/KYC requirements, and coordinating with custodians and brokers to settle investments and DIK's received • Assisting in secondary transactions, including documentation review, transfer mechanics, and coordination with sellers, buyers, administrators, and external counsel • Reviewing and tracking client-side letters to ensure operational requirements are identified, documented, and complied with throughout the investment lifecycle • Managing receipt and distribution of all investor-related documentation, including capital calls, distribution notices, PCAPs, quarterly statements, legal amendments, and tax forms • Validating key transaction information (account details, fund instructions, pricing, discounts, closing deliverables) before execution • Supporting the preparation and submission of various regulatory filings

• Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities. • Manage budgeting, cash flow, investments, insurance, and financial reporting in compliance with GAAP and nonprofit regulations. • Oversee audits, tax filings, 401K administration, and maintain adherence to U.S. and international financial regulations. • Implement and improve financial systems, policies, and internal controls to ensure efficiency and strong fiscal management. • Advise CEO and senior leadership on financial analysis, cost management, and revenue strategies; support committees and Board with reports and recommendations. • Maintain treasury functions, banking partnerships, and investment oversight in collaboration with external advisors. • Coach and mentor staff, foster a culture of innovation and collaboration, and ensure continuous improvement in financial practices.

• Partner with company leadership to develop financial goals, operational targets, and long-range plans aligned with business strategy • Own company-wide budgeting, forecasting, and financial planning, providing frequent status updates and variance analysis • Build and maintain financial models to support headcount planning, spend decisions, and growth initiatives • Appraise the company’s financial position and deliver regular reporting on financial performance, liquidity, runway, and growth • Forecast cash flows and manage the company’s cash and capital structure • Provide scenario modeling and decision support for strategic initiatives and business tradeoffs • Prepare executive-level, board, and stakeholder financial reporting in partnership with leadership • Oversee and manage daily finance and accounting operations, including accounts receivable and payable, payroll (including commissions and bonuses), billing and invoicing, and sales transactions • Directly manage a lean finance team while laying the groundwork for future team expansion as needed • Own the general ledger and oversee monthly and quarterly close, financial reporting, and audit readiness • Ensure consistent application of corporate accounting principles, procedures, and revenue recognition policies in compliance with U.S. GAAP • Ensure compliance with all local, state, federal, and international tax requirements and regulatory filings • Maintain the company fiscal calendar, ensuring timely execution of all reporting deadlines, including close cycles and tax filings • Design, implement, and continuously improve scalable finance policies, processes, and internal controls • Lead the evolution of the finance function to support company growth, including upgrading financial systems, tools, and infrastructure • Manage relationships with external partners such as auditors, tax advisors, payroll providers, and financial institutions • Support investor and stakeholder reporting in coordination with executive leadership, as needed • Analyze cost structures, operational metrics, and financial data to inform decision-making and improve efficiency.