• Execute the monthly financial reporting process, including preparing financial performance summaries and distribution to department leaders. • Contribute significantly to the preparation of quarterly forecasts and rolling financial outlooks. • Track and manage key expense lines (e.g., Operating Expenses, Headcount) for accuracy and variance explanation. • Design, build, and maintain moderate to complex financial models and reporting templates to improve efficiency and accuracy. • Conduct in-depth variance analysis (Actuals vs. Budget/Forecast) and provide timely, comprehensive explanations for deviations. • Analyze profitability drivers, cost center performance, and key performance indicators (KPIs). • Serve as a financial liaison for specific internal stakeholders, assisting them in managing their departmental budgets and understanding their financial performance. • Provide analytical support for various ad-hoc projects, capital expenditure requests, and business cases. • Identify and recommend opportunities to streamline financial reporting and analysis processes and templates. • Ensure data integrity and consistency across all financial systems and reports.

• Execute the monthly financial reporting process, including preparing financial performance summaries and distribution to department leaders. • Contribute significantly to the preparation of quarterly forecasts and rolling financial outlooks. • Track and manage key expense lines (e.g., Operating Expenses, Headcount) for accuracy and variance explanation. • Design, build, and maintain moderate to complex financial models and reporting templates to improve efficiency and accuracy. • Conduct in-depth variance analysis (Actuals vs. Budget/Forecast) and provide timely, comprehensive explanations for deviations. • Analyze profitability drivers, cost center performance, and key performance indicators (KPIs). • Serve as a financial liaison for specific internal stakeholders, assisting them in managing their departmental budgets and understanding their financial performance. • Provide analytical support for various ad-hoc projects, capital expenditure requests, and business cases. • Identify and recommend opportunities to streamline financial reporting and analysis processes and templates. • Ensure data integrity and consistency across all financial systems and reports.

• Design, development, and integration of solutions around Dynamics 365 Finance & Operations and AX 2012 R3. • API integrations (REST/OData), DMF, and file/batch processing. • Customization using X++ and .NET. • Reporting with SSRS and Power BI.

• Oversee all accounts, ledgers, reporting systems, and treasury activities ensuring strong financial discipline and full GAAP compliance. • Lead application of ASC 606 for software and service revenue, including multi-element arrangements, variable consideration, and complex contracts. • Govern implementation, methodology, and documentation of ASC 326/CECL for expected credit losses and loan portfolio accounting. • Ensure accurate and compliant accounting under ASC 310, ASC 326, ASC 842, and other lending and software-relevant frameworks. • Conduct technical accounting research and prepare whitepapers to support accounting positions. • Maintain and enhance internal controls, accounting policies, and SOX-related compliance. • Oversee daily treasury operations including cash positioning, cash forecasting, bank relationships, and liquidity management. • Develop and implement robust cash controls for high-volume operational environments. • Ensure accuracy in treasury reporting, reconciliations, and fund flow oversight. • Lead companywide budgeting, forecasting, and long-range planning. • Build and refine financial models to support revenue forecasting, scenario planning, capital allocation, and strategic initiatives. • Deliver monthly and quarterly financial performance packages with actionable insights on KPIs, margins, expenses, and trends. • Partner with executive leadership and department heads to drive financial accountability and optimize performance. • Oversee timely and accurate completion of monthly, quarterly, and annual close processes. • Ensure the production of high-quality financial statements, management reports, and board materials. • Lead annual financial audits and support regulatory or compliance reviews as needed. • Oversee accounts payable, accounts receivable, general ledger, payroll, and revenue operations. • Identify opportunities to automate and streamline financial processes and systems for scalability. • Manage and mentor direct reports across accounting, treasury, and FP&A. • Build a high-performing finance organization through hiring, training, and career development. • Foster a collaborative culture, encouraging operational excellence, transparency, and innovation. • Serve as a key advisor to senior leadership on financial strategy, risk management, and operational improvements.