• Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines • Coordinate with the Unlock media team to review insertion orders, ensure timely billing for all media activity, and reconcile media orders monthly to maintain billing accuracy and completeness • Manage accounts receivable for clients, ensuring timely follow up on outstanding invoices and minimizing aged balances & bad debt exposure • Work closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationships • Act as a key point of contact for clients regarding billing inquiries, payment terms, and other financial related questions • Assist in the review of client statements of work and/or change orders prior to execution • Open billable projects based on client authorization • Collaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timely • Support in revenue recognition process in accordance with accounting standards (ASC 606), ensuring revenue is recognized accurately across clients • Provide financial support to client account teams including proactive communication around over/under servicing of project budgets • Produce and distribute monthly financial health reporting detailing revenue and billing to client account teams; including variance to forecast • Provide financial information or analysis to various departments and/or clients as required, including pricing analysis, staffing plans, invoice queries, audit requests, and client specific contractual reporting requirements • Participate in Ad Hoc projects as directed

• Produce savings analyses comparing PBM offers to determine the most cost-effective choice using claims data and pharmacy performance reports. • Perform RFP analyses and prepare reports, supporting internal consultants throughout the process. • Model plan designs for both existing and prospective clients. • Download and manage reports and data using automated reporting tools. • Conduct ad hoc analyses based on client or broker requests. • Utilize claims data to generate KPI, plan performance, and other ad hoc reports as needed. • Perform reconciliations, including discount, dispensing fee, and rebate guarantees, as well as claims repricing. • Assist consultants with review of claims data and/or reporting for existing clients, monitoring plan performance, identifying problem areas, and uncovering cost savings opportunities. • Review and help present findings in reports and presentations to internal and external stakeholders. • Monitor discount and rebate guarantees for the existing client base. • Maintain monthly, quarterly, and annual reports. • Communicate effectively with the team, providing updates via email, video conference, and phone calls. • Remote position with light travel

• Provide Project Management support for cross-functional initiatives and projects for the Finance and Accounting organization including system implementations, operational improvements, and international expansion • Support Finance and Accounting budget reporting process and provide recurring status updates to track operational and initiative-based spend • Identify, document, and communicate risks encountered by in-flight projects, including escalation to Finance Transformation Business Partner, Initiative Leads, and Process Owners, if needed • Collect all required governance and/or project artifacts needed to document completion of standard project and SDLC milestones • Deliver end user trainings regarding optimal use of finance project management tools and supporting technologies

• Assist brokers in preparing insurance quotes and processing new business, renewals, and endorsements. • Manage and organise all policy documentation, compliance records, and client correspondence. • Coordinate with insurers and underwriters to lodge and follow up on insurance claims. • Maintain accurate and up-to-date records within CRM systems and demonstrate proficiency with Steadfast broking systems. • Ensure all workflows, documentation, and audit trails align with industry and company standards. • Monitor compliance-related tasks to ensure adherence to regulatory requirements. • Support continuous process improvement initiatives to enhance efficiency and service delivery. • Provide responsive and professional support to both internal teams and clients. • Other role specific duties as they arise.