• Define the most common research and analysis workflows in your area (e.g., M&A deal analysis, company valuation, or portfolio construction). • Build test cases and evaluation criteria to measure how well the AI completes these workflows. • Assess the model’s ability to handle financial tasks such as statement analysis, data extraction, market trend identification, and risk assessment. • Identify and curate high-quality financial data for training and fine-tuning AI models. • Provide feedback on model outputs and suggest improvements to enhance accuracy and usefulness.

• Define the most common research and analysis workflows in your area (e.g., M&A deal analysis, company valuation, or portfolio construction). • Build test cases and evaluation criteria to measure how well the AI completes these workflows. • Assess the model’s ability to handle financial tasks such as statement analysis, data extraction, market trend identification, and risk assessment. • Identify and curate high-quality financial data for training and fine-tuning AI models. • Provide feedback on model outputs and suggest improvements to enhance accuracy and usefulness.

• Ownership Mapping & Process Documentation • Policy-to-System Translation & Change Management • Cross-System Reconciliation & Analysis • Payment Integrity & Leak Detection • Revenue Validation • Escrow Operations & Governance • Decline Management & Payment Resolution • System Change Review & IT Guardrails • New Client Financial Onboarding • Exception Management & Escalation

• Calculate and validate monthly residual payments to agents, partners, and stakeholders. • Analyze residual payment trends to provide support and guidance to internal stakeholders and external partners on residual payment inquiries and issues. • Act as a point of contact for agents and partners regarding residual-related inquiries, providing timely and professional support. • Identify opportunities to automate and improve the residual payment process, reducing manual work and error risk. • Ensure alignment between contractual terms and billed amounts by identifying and addressing variances that support accurate billing and maximizing revenue potential. • Conduct regular audits of customer accounts to verify that billing accurately reflects the services rendered. • Conduct in-depth profitability analysis by evaluating the financial performance of products, sales channels, customer, etc. to identify areas of revenue enhancement or cost reduction. • Support the business with analytics on pricing, compensation plans and other projects. • Collaborate with cross-functional teams to ensure billing accuracy, propose, and implement billing system enhancements or upgrades to meet evolving business needs. • Function as a trusted business partner to leaders, peers and agents. • Utilize advanced analytical techniques to extract actionable insights from data. • Present findings in a clear and compelling manner to support informed decision-making. • Continuously evaluate emerging BI, AI and analytics technologies, tools, and platforms against the challenges and opportunities within the Finance team to elevate overall efficiency and sophistication of team’s processes and procedures. • Perform other duties assigned and provide operational support for ad-hoc projects as needed.