• Lead all core finance functions, including FP&A, accounting, cash management, financial controls, budgeting, forecasting, board reporting, and strategic finance • Build and maintain a high-integrity financial operating cadence that improves forecast accuracy, decision quality, and organizational accountability • Strengthen financial processes, systems, controls, and reporting as the company scales, without adding unnecessary bureaucracy • Prepare and present clear, credible, and precise materials for the Board, investors, lenders, and other key stakeholders • Serve as a trusted advisor to the CEO and Board on financial performance, business health, planning scenarios, capital allocation, and operating tradeoffs • Support strategic planning, long-range modeling, and scenario analysis tied to the company’s growth trajectory and future opportunities • Help the company make better decisions at the intersection of growth and discipline — supporting commercial ambition while pressure-testing assumptions and avoiding financial overreach • As needed, support future strategic finance activity, including fundraising, as a secondary capability rather than the primary focus of the role • Bring rigor to SaaS and company performance metrics, including ARR, ACV, bookings, gross margin, churn, renewal quality, services mix, implementation timing, pipeline conversion, and cash efficiency • Develop a clear view of revenue quality, including distinctions between contracted ARR, live ARR, collectible ARR, and realized revenue performance • Drive operating visibility into the true economics of the business, including customer profitability, implementation and deployment dynamics, cost drivers, and expansion quality • Partner closely with Sales, Legal, Delivery, and Operations on pricing, deal structure, payment terms, procurement dynamics, services attachments, margin implications, and revenue recognition considerations

• Partner with Sales & Commercial teams on new MRO bids. • Prepare VP and President-level financial summaries and models. • Standardize financial outputs to improve consistency of VP Gate preparation across sites. • Support financial validation of bids prepared by sites. • Develop scalable modeling templates to reduce manual intervention. • Deliver financial insights and recommendations to senior leadership and Executive teams. • Support financial escalation modeling (e.g., pricing escalations, margin impact). • Provide financial comparison analysis and scenario modeling in response to site and commercial requests. • Support finance-driven commercial decision making using internal and external insights. • Support 3–5 year strategic planning processes. • Provide pipeline analytics and pre-exit financial visibility. • Partner with Commercial Finance Director to translate sales pipeline into long-term financial outlooks. • Support transformation initiatives such as the Renewals process standardization. • Improve and formalize RASCI frameworks for finance gate preparation. • Develop handoffs to Genpact/shared services for scalable modeling support. • Drive continuous improvement in commercial finance processes.

• Manage the A&P budget and maintenance of our Master Budget file throughout the year, including changes, cuts, reallocations, incremental spend and reclasses • Own end-of-month and end-of-year process and deliverables, including accrual submission, reclasses and triage, working closely with our Finance team • Manage SOW creation process in FieldGlass between our team, our primes and our agency partners • Analyze budget trends and patterns as needed to assist with strategic decision making; support the Marketing Communications teams by providing budget views throughout the year for reporting purposes as needed (eg. Quarterly Business Reviews (QBRs), Campaign Reporting, YoY analysis, etc.) • Bring various groups and primes together for budget change alignment as needed • Support the Manager of Strategy & Planning, Marketing Communications Directors and fellow team members to set, forecast and share annual A&P budgets, updating as needed throughout the year • Suggest and promote budget efficiencies in partnership with the team in order to better allocate funding to working media dollars • Act as the point of contact for all budget and billing issues, working with our Finance, Fieldglass and SAP teams as needed; assist team members with budget processes and workflow steps as needed, sharing knowledge and expertise across the team • Assist with agency and campaign scorecards

• Support the acquisition and finance teams and perform tasks such as financial analysis and modeling, market research and analysis, due diligence, investment presentations, and organizing and maintaining the acquisition pipeline • Conduct efficient and relevant market research and analysis that will be included in presentations to support real estate investment decisions • Prepare high caliber slide decks • Assist in property-level due diligence, including lease review/abstraction, rent roll review, loan document analysis, and coordinating title, survey, and third-party reports • Perform market-level due diligence, including sale comps, lease comps, and investment trends • Organize and maintain acquisitions pipeline • Perform administrative support to the Acquisitions and Finance teams