• Engage internal and external stakeholders to validate impact and direction • Operationalize staffing structure alignment with strategic direction • Develop fundraising plan including donor pipeline and major gift strategies • Conduct stakeholder engagement sessions and interviews for insights

• Rethink and build the finance organization from an AI-first mindset, driving both strategic leverage and operational velocity • Serve as a true business partner to the CEO and executive team on growth, capital allocation, and long-term value creation, bringing perspective, making decisions, and driving follow-through • Own company-wide financial strategy, planning, and performance management with clear accountability for results • Drive financial rigor, forecasting accuracy, and KPI discipline across the business - turning insight into execution • Partner with the Board and investors on reporting, planning, and strategic initiatives with high ownership and credibility • Help guide key strategic decisions including pricing, investment tradeoffs, and scaling strategy - with urgency and conviction • Own FP&A, budgeting, forecasting, and long-range planning with a bias toward speed, clarity, and decision usefulness • Build and operate a best-in-class SaaS financial model (ARR, CARR, CAC, LTV, burn, runway, etc.) that is deeply embedded in how the company runs • Drive strong cash management, capital efficiency, and scenario planning with proactive leadership • Oversee global accounting, close, tax, and compliance—holding a high bar for both quality and pace • Ensure strong internal controls, audit readiness, and SOC2-aligned financial operations without slowing the business down • Scale and lead the finance organization across Accounting, FP&A, and Payroll—hiring builders and owners • Rethink systems, tooling, and processes to support the next phase of growth from an AI-first perspective—and personally drive the change to completion • Build a high-performing, business-oriented finance team that operates with urgency, ownership, and deep partnership with functional leaders • Continuously improve forecasting accuracy, operating cadence, and decision support—raising the company’s execution speed and quality • Lead M&A, corporate development, and strategic finance initiatives end-to-end (including diligence, integration, and ROI tracking) with full accountability for outcomes • Support future fundraising, financing, and strategic transactions as needed • Maintain strong, high-trust relationships with banks, auditors, and financial partners

• The Divisional Director, Client Sourcing leads all Client Sourcing Operations • Responsible for leading the Sourcing and Procurement (S&P) platform within the Financial Services Division at JLL • Lead, manage and direct the strategic sourcing plans within assigned Division through collaboration with Divisional Presidents and Clients • Grow a high-performing S&P team, manage, mentor, and recruit professionals • Drive communication, both verbal and written, with all stakeholders to influence and win new business

• Execute research and financial analysis • Develop analysis on budgets, forecasts and sales margins • Conduct small-scale projects, and ad hoc analysis and reporting • Generate forecasts and analyzes trends for financial and strategic planning purposes • Create financial models of “what if” scenarios to help future business planning decisions • Provide support for pricing and sales • Provide interpretation of financial data in spreadsheets, charts, and reports • Identify and resolve discrepancies in data • Assist in development and delivery of various reporting packages • Prepare financial deliverables, correspondence and filings • Ensure assignments meet the firms’ quality standards • Review, analyze and consolidate data from multiple sources • Work closely with CFO and Controller teams • Communicate engagement matters to managers and partners • Provide five-star client service