• Own all facets of OPEX spend and headcount planning for Organizations across the business (with an emphasis on EPD), with growth opportunities to be a FP&A vertical owner • Continue to develop internal FP&A tool Pigment, building out enhanced modeling and reporting for business partners within the system • Partner with Org leads, People Business Partners, and talent to understand end-to-end organizational needs (headcount & non-headcount spend), acting as a business partner to manage and recalibrate spend on a monthly basis • Participate in the annual planning process, owning your areas for a 12 to 18 month forward-looking projection • Support the month-end close process by completing budget vs. actual analysis against prior periods, budgets, and forecasts. • Familiarize with business operating metrics and the utilization of said metric to drive business insight and operational improvements • Create vendor-level forecasts for spend, including but not limited to software and legal • Assist in the creation of internal and external monthly reporting packages, in partnership with various Finance & Accounting teams and Data • Assist in forward-looking modeling efforts to better understand impact of spend on revenue • Partner with cross-functional teams for the preparation of key quarterly reporting deliverables, including Board Meeting presentations and investor reporting • Partner with Accounting on policies that impact corporate spend

• Own & Lead the Finance Stack • Partner Cross-Functionally • Ensure SOX Compliance • Drive Innovation & AI • Team & Vendor Leadership

• Update and enhance process, risk, and control documentation. • Align processes within the risk and control reporting platform. • Identify control gaps and recommend improvements. • Support RCSA activities, issue management, and remediation tracking. • Partner with Finance, Risk, Compliance, and Internal Audit stakeholders.

• Write comprehensive articles on a variety of topics including investing, taxes, debt, credit, budgeting, and banking • Demonstrate the ability to adapt tone and complexity of a piece to speak to the correct audience, as well as align with relevant style guides • Hit client SEO traffic goals month over month by creating content that ranks and/or generates organic links • Have a firm grasp on writing effective titles for improved CTR and the press • Demonstrate the ability to implement feedback from editors, clients, and teammates • Deliver a reliable, solutions-oriented approach to growing the online presence of our clients