• Support initiatives tied to the Board-approved plan, including financial assessment and tracking of each initiative. • Establish standardized reporting and frameworks to evaluate costs, benefits and ROI for transformation programs. • Develop KPIs and dashboards to monitor value delivery, including cost savings and margin improvements. • Maintain line-of-sight from investment to EBITDA impact, run-rate, and closing the “benefit realization gap” often seen in large-scale transformations. • Proactively prepare reports and analysis, forecast initiative results, and make recommendations to keep initiatives on or ahead of track. • Own budgeting oversight, monthly forecasting, and variance analysis for transformation initiatives. • Challenge initiative teams on effort estimates, vendor quotes, and resourcing plans to ensure costs reflect true delivery complexity. • Provide financial leadership and analytics to guide decisions on resource allocation and cost-benefit trade-offs. • Ensure alignment between program milestones and financial outcomes, not just “on time/on budget” but “value realized”. • Collaborate with Legal, Compliance, and other teams to ensure adherence to regulatory requirements and adherence to GAAP, AICPA, and other standards reflective of best practices. • Support Strategic Transformation Officer and collaborate with value stream owners to integrate finance into transformation strategy. • Act as a bridge between finance, operations, and technology, ensuring compliance and risk management. • Other duties as assigned.

• Provide Technical Oversight to global operations and service delivery for Oracle Cloud and Oracle EBS Financial Systems. • Define and execute the strategic roadmap for system operations, automation, compliance, and continuous improvement. • Collaborate with Technology Business Partners, Support leadership Team, Finance and business leaders to align support priorities with organizational priorities. • Improve business processes utilizing Oracle applications, and demonstrate expertise in areas like Month End Consolidation, SEC and Statutory Reporting, and Financial Master Data Management. • Implement and maintain robust financial controls and risk management practices. • Drive automation and digitization of internal processes where possible. • Oversee the stability, performance, and availability of Oracle Cloud Financials platforms and integrations. • Provide deep techno-functional guidance on configuration, security, data integrity, and reporting (BIP/OTBI). • Continuously evaluate Oracle’s quarterly roadmap, patches, and updates; lead planning and impact analysis. • Mentor a team of functional and technical experts supporting Oracle Financials modules (e.g., GL, AP, AR, A2C, Projects, Procurement). • Build & Foster a culture of continuous learning and performance improvement to identify operational efficiencies. • Own operational SOX compliance for both Oracle Cloud and EBS platforms. • Ensure adherence to ITIL service management processes and security best practices. • Establish and enforce segregation of duties and access control frameworks across financial systems. • Drive automation strategies to eliminate manual processes and improve system efficiency. • Collaborate with SRE, engineering, and integration teams to modernize platform operations. • Champion initiatives that reduce technical debt and improve the scalability of financial systems. • Build strong partnerships across business stakeholders and technical teams to prioritize and deliver impactful outcomes. • Mentor a global team of Oracle support professionals, fostering a culture of collaboration and accountability.

• Build a weekly 13-week rolling cash flow forecast • Model AR collections using aging and assumptions • Model payroll timing for: W-2 employees, 1099 and Corp-to-Corp consultants, Paid-as-Paid contractor logic • Incorporate AP, recurring expenses, and annual subscriptions • Build base and downside scenarios • Include minimum cash threshold alerts and credit availability • Provide documentation and hand-off instructions

• Facilitating treasury services, including capital requirements for our clients, individual investors or private funds • Processing money movements related to capital activity and private fund expenses including, but not limited to, redemptions, subscriptions, capital calls, distributions, invoices, and administrative fees • Overseeing and coordinating investment transactions with fund administrators, custodians, investors, and underlying investment managers • Reviewing bank balances and reconciling related activity • Meeting the daily needs of our clients’ investors, including handling communication in a timely manner • Communicating with external and internal relationships to achieve high service levels • Conducting audits or reviews on investments, documentation, systems, and processes • Management or review of any related client investor portal • Perform other duties as assigned