• Manage the Accounts inbox and action incoming emails promptly • Handle client billing queries professionally and efficiently • Generate and issue client invoices accurately and promptly • Monitor outstanding receivables and follow up on overdue accounts • Allocate revenue correctly to projects and cost centres in Xero • Process and reconcile incoming payments against client accounts • Maintain an accurate and up-to-date AR ledger in Xero • Prepare AR aging reports and highlight overdue accounts to management • Use Asana daily to track and manage finance-related tasks

• Engage with CFO’s from the world’s leading companies and organizations and make Gartner insights come alive for them • Actively meet with CFOs and help Gartner Sales & Service Delivery teams better understand their mission critical priorities • Act as a coach to the Sales Team to help close and qualify new and current clients • Actively participate in the strategic account planning process to determine growth opportunities • Conduct Proof of Concept Calls • Partner with the Executive Partner for GCFO Team, the Finance Sales, Product Marketing, and Research teams to develop and engage in the GCFO go-to-market strategy

• Support the team in the month-end close process for Amazon channel expenses, ensuring accurate and timely financial reporting and forecasting revenue. • Oversee the reconciliation of accrual and prepaid expense accounts, ensuring accurate recording and amortization of prepaid items. • Own, maintain, and enhance company financial and operating models: adapting and making improvements according to changing business needs, as well as providing insights informed by them. • Support annual budget and ongoing forecasting processes. • Provide monthly financial variance analysis and run budget/operational review meetings with department heads. • Provide strategic guidance using analytics initiatives such as business/economic/financial modeling and analysis based on multiple data sources. • Work closely with department leads to provide analytical support, assist with optimizing resource allocation, and proactively identify operational improvements. • Use Tableau and Quickbooks/MS Dynamics to mine and analyze data in order to provide the leadership team with learnings and recommendations. • Prepare flux analysis across the full P&L and Balance Sheet for senior management. • Perform monthly bank reconciliations to ensure accurate recording of financial transactions. • Collaborate with various teams to review and maintain comprehensive cost trackers. • Manage schedules related to accruals, prepaid expenses, fixed assets, and other pertinent financial components and ensure these schedules are up-to-date and reconciled regularly. • Offer detailed insights into significant month-over-month cost variations. • Aid in the Accounts Payable process, including invoice verification, approval workflows, and payment processing. • Manage ad hoc requests, reporting and projects for the team.

• Develop and demonstrate an in-depth understanding of our investment approach, including the ability to articulate why we do what we do • Act as point-person for recurring periodic deliverables supporting our investment strategies and clients • Create analysis and interpret results to communicate investment rationale, explain performance and provide market and economic perspectives • Conduct periodic investment training for sales and marketing professionals in Intermediary and Institutional • Spearhead development of strategic messaging initiatives and communications strategy to help win and retain assets • Create and/or maintain a detailed written account of the investment process, philosophy, and portfolio construction methodologies • Develop tools to help portfolio teams communicate and present our investment messages • Analyze and interpret data about investment strategies relative to benchmarks and competitors for internal and external audiences • Create/maintain institutional caliber presentations to be used by both sales and investment professionals. • Lead all aspects of the design, content, and updates of investment presentations and materials to ensure a consistent investment message • Provide strategic recommendations for new strategies and offerings. • Serve as feedback mechanism from the marketplace to the investment process. • Respond to requests for data, research and analysis from the sales channels as it relates to the relevant investment strategies • Serve as a resource for RFPs/DDQs and the positioning of investment strategies in the marketplace.