• Lead and oversee the monthly, quarterly, and annual budgeting process • Responsible for financial reporting, including monthly comparison of actual vs. budget results • Create monthly reporting packages for management and private equity sponsor • Monitor weekly cash forecasting tool • Perform comprehensive financial analyses • Proactively drive business performance and results analyses • Develop and implement fiscal operating budgets, policies and procedures • Develop, implement, and administer financial records • Develop, monitor, and distribute essential financial operating budgets • Review annual and intermediate budgets periodically • Responsible for negotiating allowable overhead with government • Coordinate quarterly reviews, annual audits, and consolidate financial statements • Evaluate financial reporting systems, accounting and collection procedures

• Lead comprehensive ARR reporting initiatives including product-specific analysis and cohort analytics • Develop and maintain Salesforce reporting infrastructure for reliable revenue metrics • Analyze customer movement data to provide insights into expansion and churn patterns • Collaborate with Revenue Operations to enhance Salesforce data quality

• This is the core FP&A execution role. • Own the financial models, reporting packages, and close operations that the US Finance team currently builds manually. • Run them overnight, so the US team arrives to finished, reviewed deliverables every morning. • Three areas: financial modeling (rolling forecast, EBITDA Bridge, scenarios), BI and reporting (BL packages, dashboards, BvA templates, Investor Package), and close operations (checklist, accruals, accounting liaison). • Financial modeling quality, output precision, and formatting discipline are non-negotiable. • Rolling forecast: monthly actuals ingestion → model update in Pigment → reforecast remaining periods → ±5/10% sensitivity → assumptions memo for SVP review • EBITDA Bridge: monthly production from June 2026 — actual vs. budget, vs. prior year, waterfall format, variance commentary per KLD standards • Business line (BL) packages: monthly for all business lines — revenue, cost, headcount, variance vs. budget, formatted per KLD template • BvA templates: maintain in Pigment; ensure commentary standards are applied consistently across all lines • Investor Package: pull from Pigment, format per template, assemble first draft for FP&A Director review • KPI scorecard: monthly — revenue, EBITDA, DSO, cash, close cycle with traffic-light RAG indicators • BI dashboards: maintain Power BI dashboards for Collections, Analysts, FP&A — monthly refresh • Close operations: own the close checklist, monitor Accounting SLA (BD1/BD3/BD4), flag slippage to FP&A Manager • Accruals review: work with Accounting to review and validate monthly accruals before books close

• Oracle EPM → Pigment/Adaptive data pipeline: design, build, maintain, and monitor all data flows — reconciling daily • Data integrity: daily checks between Oracle, Pigment, and Salesforce — discrepancies resolved before the US team's morning • Claude AI agent co-development with US FP&A Team (US): • Close Acceleration Agent: auto-load FCCS actuals, assemble flash P&L, generate BvA commentary draft • Rolling Forecast Agent: actuals ingest, model update, reforecast, sensitivity scenarios — fully automated monthly • Variance + Commentary Agent: flag variances, pull context, route to named owners for review • Investor Reporting Agent: pull from Pigment, format Investor Package, generate KPI scorecard • Collections Intelligence Agent: rank AR accounts by priority, generate Monday roll for Molly's team • Pigment/Adaptive administration: user access, model versioning, data refresh scheduling, API connections • Chart of accounts standardization and maintenance across Oracle, Pigment, and SF • SSRS automation: auto-schedule the AR reports currently pulled by hand every Monday — eliminate 60-90 min of manual work • Agent monitoring: ensure all agents are running, data feeds are clean, and outputs are accurate