• Own the day-to-day operational execution of investment data management and quality function • Oversee end-to-end SMF creation and maintenance operations • Govern asset taxonomy and classification standards • Own implementation and monitoring of data quality rules and exception thresholds • Oversee position reconciliation operations • Monitor and report on data quality exception trends • Maintain a robust control framework across data management workflows • Serve as primary operational point of contact for Investment Accounting, Portfolio Management, Risk, Compliance, and Technology • Lead and develop Directors, Senior Analysts, Analysts, and Associates • Drive process improvement and automation initiatives

• Manage the order-to-cash lifecycle, overseeing automated invoicing, reviewing specialized invoicing, and managing AR, the collections process, and DSO. • Lead the full month-end and year-end close, including journal entries, accruals, GL and balance sheet reconciliations with supporting schedules, and audit-ready documentation. • Maintain the general ledger and ensure accurate transaction classification and coding. • Prepare and analyze monthly P&Ls by department, flagging variances and trends for Finance leadership. • Manage our offshore accounting team with the goal of transitioning all accounting operations in-house, owning the handoff end-to-end. • Partner with Finance leadership on forecasting, budgeting, financial reporting, and ad hoc analysis. • Build and implement AI-driven automation to reduce manual work and improve accuracy as the business scales. • Own accounts payable and vendor bill pay in Ramp, leveraging its native AI to keep expenses coded to the right department and reconciled on time. • Partner with Finance leadership to design and document accounting policies, internal controls, and procedures, keeping records audit-ready and GAAP-compliant.

• Lead the organization’s credit strategy and risk mitigation framework to balance revenue growth with financial protection. • Establish and enforce credit policies, approval authorities, and risk thresholds. • Oversee customer credit reviews, exposure monitoring, collections strategy, dispute resolution escalation, and bad debt management. • Direct all accounts payable operations, ensuring timely and accurate processing of invoices, payments, and vendor inquiries. • Oversee the cash posting team to ensure accurate, timely application of customer payments across multiple payment channels. • Build, coach, and retain high-performing teams across Credit, AP, and Cash Posting. • Ensure strong governance, documentation, and segregation of duties across all operational finance processes. • Provide regular reporting and insights on credit exposure, DSO, delinquency, cash application accuracy, AP cycle times, and vendor performance.

• Budgeting, forecasting and variance analysis to support strategic decisions • Manage AP/AR - invoicing, payments and collections • Prepare financial reports and presentations for management and clients • Maintain accurate financial records and reconcile discrepancies • Collaborate with teams on project budgets and expenses • Support tax filings, financial statements and compliance requirements • Monitor cash flow and recommend improvements • Drive improvements to financial systems and processes • Work with vendors, clients and auditors on financial matters