• Lead and sign off on transfer tax valuations, including minority LP/LLC interest appraisals. • Develop defensible support for DLOC and DLOM conclusions based on governing documents and market evidence. • Determine appropriate valuation approaches and key inputs, and oversee engagement execution from scoping through final delivery. • Serve as senior technical contact for estate planning attorneys, CPAs, wealth advisors, and family offices. • Build and enforce standards: intake checklist, workpapers, report templates, discount memos, and QA review process. • Train and mentor analysts. Build a scalable production workflow. • Support audit or inquiry responses as needed, including documentation and technical explanations.

• Define the enterprise enablement vision, strategy, and multi-year roadmap aligned to Health & Benefits business priorities. • Translate strategy into operating plans, quarterly priorities, and execution roadmaps for internal and customer enablement teams. • Establish governance, prioritization, and intake models to focus enablement efforts on the highest-impact initiatives. • Ensure all enablement approaches are scalable, repeatable, and sustainable. • Establish and lead the Enablement CoE to define standards, frameworks, governance, and best practices across internal and customer-facing teams. • Design and deliver role-based enablement for Account Management, Account Services/Support, and Onboarding/Implementation teams.

• Responsible for market-level performance, leading the management of the market merchandising team • Lead a large team (10+) of market planners and market analysts to achieve team goals • Conduct comprehensive performance reviews with each associate per Sysco standards • Oversee market-level realized equity, earned income and product mix including item equity management and market cost utilization • Manage the steady-state execution of supplier, corporate and Market Merchandising initiatives

• Serve as the Scrap and Manufacturing Process Waste Reduction Network Program Lead, including definition of measurement systems, visibility, and reporting for material, process, and performance-related waste. • Act as Operations Productivity Lead, managing business productivity process implementation and ongoing evolution across the network. • Partner with Site FP&A teams to align definitions, standardize financial measures, and ensure consistent application of productivity, scrap, labor, and cost-of-sales metrics across global manufacturing sites. • Define and drive labor efficiency and workforce utilization optimization metrics, including financial impact assessment and prioritization insights to support workforce strategy decisions. • Lead alignment of financial and operational performance metrics across SAP S/4, MES, and emerging AI-driven analytics solutions, in partnership with Operations Finance and AI & Data teams. • Drive automation of next-generation manufacturing performance metrics to enable scalable, timely, and decision-ready insights. • Ensure consistency and integrity of financial inputs supporting manufacturing execution, productivity, and cost-of-sales initiatives across the global manufacturing network. • Establish performance measurement systems that translate business performance into financial insights, enabling fact-based decision-making. • Drive capacity optimization analyses and develop cost attribution models that translate manufacturing execution and capacity decisions into clear financial impact to support network-level decision-making. • Lead the Bend the Cost Curve initiative for Manufacturing, defining initiatives and tracking value realization across the network. • Deliver financial value by fostering a culture of continuous improvement, with emphasis on scrap and waste reduction, productivity optimization, and cost-of-sales improvement.