• Use functional leadership and expertise to advise clients and develop solutions to a variety of strategic problems related to improving business processes, enabling technology, and aligning the enterprise operating model for growth – within core areas of finance and operations. • Run smaller projects autonomously • Lead market-facing practice development initiatives such as thought leadership and white papers • Contribute actively to the development of people leaders into future practice leaders • Provide guidance and issue resolution support to teams across multiple concurrent client engagements • Partner with the practice’s executive leaders to conduct business development activities

• Produce site-level financials (heavy involvement in monthly P&Ls, baseline analyses, gross margin analyses, budgets, QBR support as needed, etc.) in a cadenced manner • Track granular economic factors in the business and how changes may affect our forecasts, margins and financials and communicate timely throughout the organization • Maintain detailed analyses of the financials, standard reporting packages and provide support to core business partners with ad hoc requests • Assess and analyze each customers’ detailed revenue and cost of goods sold information to optimize revenue growth and gross margin opportunity • Access and retrieve information and data from various systems and reporting tools. Collaborate with IT and others to develop improvements to systems, automate process flows and reports to facilitate distribution of actionable data • Review monthly results and provide summative analysis to management and core business partners in a timely manner • Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (both revenue and margin) • Support operations teams and core business partners with thoughtful financial insights and proactively communicate to business partners • Develop data-driven business cases and evaluation criteria for growth and efficiency-oriented initiatives • Build financial and operational metrics and dashboards to report key insights • Support other FP&A workstreams as needed (examples: ERP and operational data integration, quarterly board materials, investor materials, month-end close process)

• Prepare, review, and issue accurate client invoices on a monthly basis in accordance with Remofirst’s billing cycles. • Ensure timely billing for all services, including Employer of Record (EOR) and global payroll. • Verify invoice accuracy by cross-checking with local payroll data, client agreements, and employee contracts. • Collaborate with cross-functional teams - including Customer Success, Hiring, Offboarding, Support, and Sales - to ensure all billable items are properly captured and reflected. • Coordinate with the Product team on enhancements or fixes needed for invoicing systems and tools. • Ensuring any reconciliation breaks are thoroughly investigated and remediated on a timely basis, considering both tactical and strategic initiatives. • Respond promptly and professionally to client inquiries related to invoices. • Support finance operations clean-up initiatives, such as reviewing and reconciling client accounts. • Identify recurring issues, billing discrepancies, or inefficiencies and propose process improvements. • Continuously look for opportunities to streamline the invoicing process and reduce errors. • Complete ad hoc tasks as assigned, including reporting and support for audit-related requests. • Perform other duties as required in alignment with Finance Operations initiatives and at the discretion of the Senior Finance Operations Manager.

• Responsible for the product strategy, requirements, and delivery of financial reporting capabilities within Certent Equity Management • Assist with the product roadmap for financial reporting features • Define multi-quarter feature priorities based on revenue impact, regulatory requirements, and technical dependencies • Write comprehensive PRDs with detailed functional specifications, calculation logic, reporting workflows, edge cases, and acceptance criteria • Partner with Compliance and Legal teams to ensure reporting capabilities meet applicable accounting standards and regulatory requirements • Lead discovery sessions with corporate accounting, finance, and equity administration stakeholders