• Manage Sage Intacct software implementation projects by providing proactive client consulting, project planning, leadership and ensuring a high quality of service delivery and satisfied clients. • Document processes, timelines and deliverables leveraging appropriate tools and resources. • Conduct in-depth client business process reviews meetings and prepare solution designs to meet complex system requirements. • As the subject matter expert on the solution, provide guidance and direction to both internal implementation team and client implementation team. • Develop financial and operational reports for clients. • Conduct end-user training for both clients and internal team members. • Import and assist clients in validating historical data from legacy systems. • Provide high-quality, timely customer service and support. • Assist in developing and nurturing internal community of expertise and knowledge base in Sage Intacct solutions. • Assist with continuous improvement efforts for internal processes and documentation. • Identify and recommend new strategic initiatives.

• Manage various aspects of the monthly close process including reconciliations, preparation of supporting schedules, financial analysis, quality review, and financial reporting. • Apply strong knowledge of accrual basis accounting to enter and review transactions, resolve variances, and ensure accurate general ledger management. • Utilize, train, and implement cloud-based accounting tools such as Bill.com, Expensify, and other platforms commonly used by government contractors. • Coordinate different phases of engagements with supervisors or managers, review workpapers for accuracy and completeness, and maintain clear client communication. • Provide oversight and coaching to staff accountants; offer guidance, feedback, and support professional development. • Assist clients with understanding financial statements, compliance with government contracting requirements, indirect rate calculations, and cost accounting standards. • Ensure deliverables are prepared in accordance with applicable accounting standards and firm protocols. • Maintain strong client relationships and prioritize responsive, high-quality service delivery.

• maintain efficient recordkeeping and accounting systems using modern technology. • handle advanced accounting systems, including managing prepaid expenses, deferred revenues and class-based financial recording. • manage daily financial transactions and maintain comprehensive financial records using spreadsheets and bookkeeping software. • manage the full accounts receivable and payable cycle, ensuring that invoices are processed, and payments are collected promptly. • Calculate and record interest charges and other applicable fees. • Prepare budgets and other supporting documents in various formats for review by our clients. • Engage with team members and external parties to ensure clarity and accuracy in all financial transactions. • Compile and present accurate, timely financial reports for management and clients.

• Maintain precise and efficient recordkeeping and accounting systems using modern technology. • Oversee month-end, quarter-end, and year-end close, ensuring accuracy and timely reporting. • Manage advanced accounting areas, including prepaid expenses and deferred revenues. • Record and reconcile daily transactions using bookkeeping software. • Prepare, review, and monitor budgets, comparing projections to actuals. • Prepare and file accurate Transaction Privilege Tax (TPT) returns in Arizona. • Analyze financial data to identify opportunities for cost-saving and process improvement. • Coordinate with banks, vendors, and external accountants to ensure smooth financial operations. • Represent PBM Group during audits or financial reviews. • Deliver accurate and timely financial reports for senior leadership. • Design and enforce policies to safeguard company assets and enhance efficiency.