• Initially supporting Relationship Managers & Directors in managing and growing client relationships • Complete our T&C program so you can have your own client bank in 12 months • Help deliver genuinely meaningful advice, not just paperwork and process • Get to know clients as people: what drives them, what worries them, what success looks like • Build relationships across the wider business to spot opportunities and add value • Start developing your own network and confidence with clients • Learn how to turn great conversations into long-term, trusted relationships

• Coordinate and execute the planning of the entire financial routine, including receipts and payments processed. • Develop processes to generate analyses involving the collection of billing/invoicing data.

• Prepare monthly, quarterly, and annual financial reporting packages for executive leadership. • Collaborate closely with the European Finance Team on consolidated reporting, intercompany accounting, reconciliations, and financial analysis. • Manage quarterly and annual intercompany reconciliation audits. • Support international financial reporting requirements and ensure consistency between U.S. and European entities. • Prepare ad hoc financial analyses and reports for leadership and corporate stakeholders. • Oversee customer invoicing, collections, cash application, and account reconciliations. • Monitor aging reports and proactively manage outstanding receivables. • Partner with project managers and sales teams to ensure accurate and timely billing. • Respond to client inquiries regarding invoices, payment status, and account balances. • Oversee vendor invoice processing, approvals, and payment schedules. • Manage ACH and wire transfer payments. • Maintain vendor relationships and resolve payment inquiries. • Ensure accurate expense coding and proper allocation to budgets and cost centers. • Maintain accurate financial records and ensure compliance with GAAP and company policies. • Record and review all monthly accounting transactions, including revenue, expenses, payroll, intercompany activity, and treasury transactions. • Perform revenue recognition and related month-end adjustments. • Ensure integrity and accuracy of financial data across systems. • Support development of annual budgets and periodic forecasts. • Analyze historical spending trends and develop financial projections. • Monitor budget performance and provide variance analysis to management. • Manage cash flow forecasting and treasury activities. • Administer profit distribution schedules. • Coordinate banking, insurance, and corporate finance activities. • Prepare supporting schedules and reports for corporate stakeholders. • Supervise and develop one Finance Assistant. • Review accounting work for accuracy, completeness, and compliance. • Establish priorities and provide guidance for daily accounting operations. • Ensure compliance with regulatory, tax, and corporate reporting requirements. • Support external audits and tax filings. • Maintain strong internal controls and accounting procedures.

• Assist the North America team with the monthly, quarterly, and annual close process, including preparation of journal entries, account reconciliations, supporting schedules, and other close deliverables. • Support the accuracy, completeness, and integrity of financial data across the region and its business units. • Prepare routine journal entries and assist with recurring monthly accounting activities, including accruals, reclasses, prepaid expenses, fixed assets, and other assigned areas. • Prepare account reconciliations and supporting schedules in a timely manner, researching and resolving reconciling items as needed. • Review accounts payable transactions, including vendor bills, employee expense reports, corporate card activity, and related supporting documentation for accuracy, completeness, coding, approvals, and compliance with internal policies. • Assist with transactional accounting work, including invoice review, expense report review, vendor and payment support, data entry, account coding, and follow-up on missing or incomplete documentation. • Assist with the preparation of financial reports and internal reporting schedules, ensuring information is complete, accurate, and aligned with internal accounting policies. • Support compliance with regulatory requirements and assist in preparing documentation and analysis for external audits. • Help maintain and improve accounting processes, documentation, and internal controls to support timely and accurate reporting. • Work closely with North America finance teams to gather required financial data, promote consistency in reporting practices, and support adherence to close timelines. • Assist with variance analysis and research fluctuations in financial results, escalating issues or unusual activity as appropriate. • Partner with colleagues across accounting, finance, FP&A, tax, payroll, accounts payable, and operations to resolve issues and improve reporting quality. • Support ad hoc accounting, finance, and process improvement projects as needed.