• Telephonically act as an advisor/consultant providing financial resource guidance, resources and information to clients on a variety of issues including budgeting, debt management, taxes and retirement planning • Ability to evaluate, troubleshoot, research and follow-up on client questions and concerns in a timely manner or period of time • Analyzing financial information/resources and providing clients with financial strategies • Work independently on tasks with the ability to foster a team environment in the sharing of knowledge and resources • Participate or lead other special projects as assigned

• Revenue forecast modeling — build, maintain, and continuously improve the end-to-end model that drives business planning • Monthly business financial reviews — own preparation, presentation, and narrative for leadership, surfacing key performance drivers and risks • Business partnership — serve as the primary finance resource for Sales, Operations, and Account Management, delivering timely, decision-ready analysis • Reporting & tooling — oversee Power BI dashboards and revenue tracking infrastructure to keep teams informed on client financials and bookings • AI & automation — drive adoption of AI-powered FP&A tools to eliminate manual work and expand the team’s analytical capacity • Ad-hoc analysis — rapidly synthesize data and deliver actionable insights for high-priority business questions • Team leadership — lead and develop the Revenue Finance team with a high-performance, automation-first mindset

• Responsible for compiling and analyzing financial information • Prepare and review integrated financial analysis and reports to management • Responsible for analyzing financial trends, costs, revenues, financial commitments and obligations incurred to predict future revenues and expenses • Responsible for the development of expense projections to support forecast and budget and monitor monthly variances to identify trends • Lead implementation of new financial reporting procedures for new programs or program changes • Support quarterly review, forecast process, and annual budget process within Corporate Finance

• Own Company-Wide Planning Processes • Lead the company’s forecasting, annual planning, and long-range planning processes • Manage planning timelines and coordinate inputs across Finance and business teams • Partner closely with Accounting to ensure alignment between actuals, forecasts, and reporting • Drive consistency, transparency, and alignment across planning outputs • Deliver Executive Reporting & Insights • Consolidate forecasts and actuals across the business into a clear, cohesive view of performance • Develop executive-ready reporting packages with key drivers, variance analysis, and forward-looking insights • Connect the dots across teams to tell a clear story of what’s happening in the business and why • Continuously improve reporting to focus on the metrics and insights that matter most • Lead Corporate Cost Forecasting • Own forecasting and analysis for company-wide cost areas including compensation programs, benefits, and other corporate expenses • Partner with HR and other corporate functions to manage budgets, track performance, and drive accountability to financial targets • Help build scalable processes and frameworks for expense planning, improving visibility and accuracy • Enhance FP&A Systems • Serve as the subject-matter-expert for our FP&A tool, driving enhancements to improve forecasting, reporting, and usability • Identify opportunities to automate processes, improve visibility into assumptions, and enable more driver-based planning • Partner with internal stakeholders and external consultants to implement system improvements and best practices • Build Financial Models & Support Decision-Making • Develop and maintain balance sheet and cash flow forecasts to support decision making • Enhance the company’s long-range financial model and support scenario analysis • Provide analytical support for key business decisions and initiatives • Drive Process Improvement • Identify opportunities to streamline and automate FP&A processes • Help establish scalable planning and reporting cadences across the organization • Support broader Finance transformation initiatives