• Lead the production and ongoing management of investment-related deliverables for the Company’s institutional businesses • Serve as a senior technical and strategic resource across the institutional investment team • Drive cross-functional initiatives and develop new analytical capabilities • Monitor portfolio runoff, liquidity needs, and reinvestment timing • Proactively identify emerging risks and inconsistencies • Lead the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks • Drive intra-year portfolio optimization • Liaise with Treasury, Middle Office, and Investment Accounting to ensure accurate trade activity

• Oversee month-end investment related accounting processes, including journal entries, reconciliations, and general ledger review for Endowment, Retirement, Income, and Special Purpose Trust portfolios market valuations and monthly postings of transactions. • Ensure that accounting functions related to Investments are performed timely, accurately and in accordance with federal and state rules and regulations, SHC policies and procedures, and generally accepted accounting principles including proper internal controls • Perform reviews, documentation, innovation and analysis of Investments and Trusts financial data • Preparation of new manager subscription documents, coordination with Legal team and establishment of new accounts with master custodian • Monitor and assist in portfolio rebalancing and other motions as directed by Investment Committee • Review, prepare and provide reports for interim and year-end audit used by both external auditors and corporate accounting staff for items relating to Investments, Income Trusts, and all Special Purpose Trusts. • Support audit processes and ensure timely preparation of requested schedules and documentation • Ensure compliance with trust agreements, investment policies, and regulatory requirements. • Identify process improvement opportunities to enhance efficiency and reduce risk • Maintain electronic document management and record retention for trust and investment accounts organized records of investment policies, trust agreements, and compliance documentation • Assist with the compilation of Committee Materials with internal stakeholders and external partners, including investment consultants • Review of Charitable Gift Annuity State reports, Understand Charitable Gift Annuity reporting changes enacted by State Legislatures. • Review Liabilities on Special Purpose Trusts, Pooled Income Funds, and Charitable Gift Annuities for Corporate Accounting and Auditors. • Train and understand specialty reports and calculations in Giftwrap & other system applications • Review quarterly and intermittent Investment Committee reports, reports related to donor officers, headquarters staff reporting needs, and hospital staff reports on Permanent Endowments tracked for reporting purposes. • Recommend and develop efficiencies as relates to all items and controls within Endowment area, continually seeking ways to improve monitoring and reporting for investments and trusts. • Provide direction to staff on a daily basis; addressing issues relating to Investments, Income and Special Purpose Trusts, including but not limited to, valuation, assets, taxes, distributions, fees and special projects. • Supervise the activities of Investment staff and support of recurring tasks. • Review staff work for accuracy, timeliness, completeness, and adherence to policies and procedures • Ensure all internal and external reporting requirements are met • Establish and maintain internal controls to safeguard assets and ensure operational integrity

• Lead FP&A for the One Identity business unit, providing financial leadership and strategic insight to executive stakeholders. • Partner with senior leadership to develop financial strategies that support revenue growth, profitability, and operational efficiency. • Translate financial and operational data into actionable insights that inform strategic decision-making. • Own the annual planning process, quarterly forecasts, and monthly outlooks for the One Identity business. • Build and maintain financial models supporting revenue, expense, and profitability targets. • Partner with corporate FP&A and executive leadership to align financial goals with broader company objectives. • Partner closely with sales operations and go-to-market leadership to analyze pipeline, bookings, and revenue trends. • Provide financial guidance on deal structures, special pricing approvals, and payment terms. • Track deal performance and support forecasting accuracy. • Develop and maintain KPI dashboards and performance reporting across revenue, margins, and operational metrics. • Analyze key business drivers, including ARR growth, pipeline health, sales productivity, and cost efficiency. • Deliver executive-level reporting and presentations on business performance. • Collaborate with leaders across sales, product, marketing, and customer success to evaluate strategic initiatives and investments. • Build business cases for new initiatives, product investments, and operational improvements. • Drive financial accountability across the organization. • Partner with accounting and corporate FP&A during monthly close, quarterly reporting, and variance analysis. • Ensure accurate financial reporting and forecasting discipline. • Build and lead a high-performing global FP&A team supporting the One Identity business. • Establish scalable financial processes and reporting frameworks.

• Serve as the primary financial advisor to the R&D and G&A executive leaders. • Build complex, scalable financial models while translating R&D and G&A roadmaps back to the Corporate Long-Range Plan (LRP). • Drive the annual planning and monthly forecasting cycles for all R&D and G&A functions, providing executive-level variance analysis and actionable insights directly to the C-suite. • Develop and maintain complex financial models across all lines of the P&L to support strategic initiatives, new business opportunities, and scenario planning. • Support BOD, Investor, Executive-ready presentations, succinctly delivering key messages, and providing in-depth supporting details. • Own the financial strategy for a geographically distributed organization, optimizing headcount planning/hiring ratios. • Partner with Accounting and Engineering to track, model, and forecast software capitalization. • Lead the Cloud FinOps strategy, building frameworks to forecast, optimize, and map LLM/AWS/GCP/Azure costs to product unit economics. • Provide analytical oversight for a high-volume G&A environment (IT, Facilities, Legal, HR), identifying operating leverage opportunities to ensure OPEX scales slower than revenue. • Roll up your sleeves as the business lead for R&D/G&A during our system migration.