• Aid clients in developing a streamlined monthly close process • Assist with cash to accrual conversions and the creation of supporting schedules • Validate the existence of assets and prepare associated roll forwards • Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.) • Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies • Help prepare budgets or forecasts and develop reports for management or regulatory bodies • Guide the implementation of cloud-based finance and accounting systems • Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings • Guide companies through efficient external audit processes • Improve financial planning and analysis (budgeting, forecasting, data analysis) • Review of monthly internal financial reporting packs • Review of monthly regulatory reporting • Liaise with business units outside of accounting to incorporate relevant functions into an integration plan • Help IT teams integrate acquiree and acquirer financial systems • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

• Cost planning & budgeting: Creation and maintenance of cost and budget plans • Project cost controlling: Conducting planned-vs-actual comparisons and analyzing variances • Reporting & decision support: Preparation of cost control reports and financial updates • Interfaces & commercial project support: Close collaboration with project management, engineering, procurement/tendering and finance/controlling

• Oversees the daily workflow of the Accounting Associate when paired on client teams. • Provides training and constructive feedback to the Accounting Associate. • Assessment/Action Plan Identify and Implement Ongoing Processes. • Lead client communication and check-in calls. • Monitor deadlines and the quality of work. • Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers. • Document detailed processes in Clickup, using both written and video instructions. • Present financial statements to the client’s leadership team, with baseline level analysis of variance or performance against budget. • Forecast client cash needs and cash position. • Maintain accurate cost and purchase details in the inventory schedule. • Process timely and accurate payroll using third-party payroll software. • Implement and maintain AP workflows and approval procedures. • Monitor sales-tax exposure and compliance obligations.

• Oversee the daily workflow of the client delivery team. • Provide training and constructive feedback to the junior members of the delivery team. • Manage the monthly, quarterly, and annual close process. • Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers. • Present financial statements to the client’s leadership team, board, or investors with in-depth analysis of variance trends and comparison against budget. • Drive the client’s annual budgeting process. • Prepare pro-forma financial statements and forecasts for internal or investor use. • Forecast client cash needs and cash position. • Process timely and accurate payroll using third-party payroll software. • Implement and maintain AP workflows and approval procedures.