• Create unique, defensible and highly consumable business and technology insights that directly address the AI priorities and opportunities of finance leaders. • Serve as a leading authority on finance AI topics, such as: - Finance AI use cases that draw on a range of traditional, generative and agentic AI techniques; - setting up AI pilots and scaling initiatives; - ensuring proper governance of finance AI tools; - navigating the Finance AI vendor landscape; - connecting AI to finance process automation and wholesale finance transformation; - how AI technologies and approaches are impacting the finance function. • Stay abreast of external trends in artificial intelligence relevant to finance audiences. • Create innovative, thought provoking, and highly leveraged “must-have” insights. • Develop new insights and ideas through thought leadership and offer compelling, actionable approaches to client's needs and requests that accelerate the client's ability to act • Develop in-depth analysis to identify the root cause of a client’s barriers or overall needs and reframe thinking to drive strategy forward • Demonstrate thought leadership in establishing insights positions across a team of analysts • Bring provocative, independent insights to Gartner leaders that can evolve the course of a research agenda • Research, analyze and predict market trends and shifts to provide clients and vendors with actionable insights • Provide clients and prospects with actionable advice aligned to their designated content area via virtual or face-to-face interactions • Create and deliver high value presentation materials on and off stage for Gartner events, industry and professional association conferences, and client briefings • Support BTI and Sales: Provide sales support serving as voice of the market to help Insights teams create content and to drive engagement with clients to make progress against their critical priorities to grow their business • Provide high quality and timely content peer review • Build credibility as an industry expert to represent Gartner insights, methodology and strategy • Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in the Insights community • Identify research process improvements or develop new processes that help the team and BTI provide excellent service delivery • Be a mentor and a coach by supporting more junior team members • Be client-centric while actively seeking to help clients engage regularly and often with Gartner insights and interactions

• Prepare and maintain our budgets & forecasts across revenue, headcount, and opex plans • Help teams build and maintain realistic budgets that meet the needs of a fast-growing business • Partner with our fractional accountants to support the financial close process • Support Series B fundraising preparation including investor-ready financial materials • Take ownership of maintaining our financial model, tracking key metrics and informing decisions • Track and analyze KPIs & unit economics key to our business success • Develop executive and operational dashboards and build out our in-house BI reporting capabilities • Act as a strategic partner to support senior leaders in building models and providing financial analysis

• Provide financial support within the Healthcare Specialties Group (HSG), focusing on Henry Schein Products. • Analyze and review financial data to deliver accurate, timely, and actionable insights. • Ownership of the Henry Schein Products out-the-door (OTD) financial reporting process. • Perform daily and monthly financial reporting across all sales channels and Product Business Units (PBUs). • Track performance versus budget and forecast, identify key drivers and variances, and recommend corrective actions. • Perform monthly reconciliations of OTD sales and gross profit data to ensure data accuracy. • Participate in the annual budget process for Henry Schein Products. • Develop an improved forecast process for Henry Schein Products OTD sales and gross profit. • Lead and support the transition of OTD monthly reporting from Excel-based models to MS Power BI. • Prepare and support monthly and quarterly financial presentations for management. • Continuously evaluate and improve reporting, forecasting, and analytical processes.

• Build and maintain relationships with investor clients, providing financial solutions tailored to each client’s profile and objectives. • Prospect and manage a portfolio of clients. • Offer investment products and solutions. • Manage your time and client portfolio independently.