• Leadership of FSM staff accountants; planning, directing, and coordinating all accounting operational functions for clients • Take ownership of the monthly financial close, reconciliation of accounts and G/L analysis for clients (key accounts such as revenue, unearned revenue, and accrued expenses) • Prepare month-end reporting package with financial statements and variance analysis for clients • Review and ensure journal entries are posted accurately • Review and ensure client GL accounts are accurately reconciled • Manage clients’ back office finance functions (e.g., A/R, A/P, payroll, etc.) • Assess clients’ current account operations, make recommendations for improvement and implementing new systems and processes • Ensure deliverables meet the firm’s quality standards • Identify and communicate engagement matters to clients, managers and partners • Provide five-star client service

• Manage financial forensic engagements • Communicate professionally with counsel that engages us • Performance of preliminary forensic and appraisal analyses and data input for expert witness exhibits. • Participate in client assignments from beginning to end. • Create forensic and economics models for presentation of forensic standard accounting system. • Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements. • Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients • Assist in preparation of exhibits and background information for expert witness testimony • Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct. • They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client's expectation

• Lead a team that manages stale-dated payments and unclaimed property process • Investigate, locate, and reunite owners with forgotten assets • Ensure compliance with state laws • Monitor internal systems and coordinate with claims staff on payment issues • Champion compliance, process optimization, and resolution of complex issues • Manage high transaction volumes and build strong internal partnerships • Safeguard financial integrity in a regulated insurance setting • Integrate operational banking tasks with strategic financial controls • Ensure precise handling of sensitive claim-related records and adherence to industry regulations • Reconcile accounts, audit, track assets, and manage legal/regulatory reporting

• Ensure compliance with GAAP, regulatory requirements, and firm policies • Review and oversee the accuracy of client deliverables • Conduct account reviews and resolve accounting issues as they arise • Serve as a primary point of contact for assigned clients • Manage ongoing client communications and expectations • Conduct client meetings and address questions or concerns in a timely manner • Manage multiple client accounts and deadlines simultaneously • Coordinate with accounting, tax, and advisory teams to meet client needs • Address issues proactively in a fast-paced environment • Identify opportunities to expand services for existing clients • Assist with proposals, renewals and client transitions • Support firm initiatives related to growth, process improvement and scalability • Prepare client performance and financial reports • Analyze financial data for insights to clients