• Provide financial consulting services to assigned clients, based on service agreements. • Using technology and best practices, implement robust financial processes and reporting for clients. • Oversee the team member’s daily activities of accounts payable, accounts receivable, cash disbursements, billing, general ledger, credits and collections on each client. • Ensure accurate and timely recording of all transactions by implementing internal controls, checks and balances, and review of all transactional work performed for clients. • Provide monthly analysis and financial statements to the client. • Act as client’s finance department including responding to questions, attending and presenting financial information at meetings, etc. • Provide consulting services in a variety of areas, including: Internal control analysis and recommendations, Processing and documentation for grant tracking, revenue recognition, departmental/divisional reporting, or other areas of need. • Develop and implement budgeting, forecasting, or cash flow models. • Prepare estimated budgets for potential and existing client work and assist with the related proposal and/or engagement letter drafting. • Oversee, develop and work with client leadership on budgeting and planning processes for each client.

• Set up and maintain document control systems for active design and construction projects. • Administer document management platforms such as Procore and SharePoint. • Maintain version control and ensure only current documents are distributed. • Manage RFIs, submittals, drawing logs, and transmittals. • Track document workflows to ensure timely reviews and approvals. • Coordinate with design managers, construction managers, consultants, and contractors to maintain accurate document registers. • Track permitting documentation and maintain organized AHJ submission records. • Prepare weekly status reports, including aging logs and outstanding items. • Conduct routine audits to confirm compliance with document control standards. • Support project closeout documentation and as-built record collection. • Identify opportunities to improve document control processes.

• Oversee incoming and outgoing submittals, responses, correspondence, and documentation. • Ensure documents are properly received, reviewed, categorized, tracked, archived, and accessible per agency policies. • Monitor team performance, workloads, and deliverables across multiple concurrent projects. • Develop, implement, and improve document control processes, standards, and workflows. • Coordinate with internal and external stakeholders to meet document control requirements and project priorities. • Proactively identify, resolve, and communicate issues, risks, and progress to management and project stakeholders. • Perform quality assurance, quality control, and audits to maintain document repository standards. • Ensure compliance with document control, records management, and retention policies. • Mentor team members and promote continuous improvement, efficiency, and customer service excellence. • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.

• Leads the day-to-day accounting function for the True Up Companies and four related companies. • Leads the month-end close process ensuring complete and accurate information is available to prepare financial statements and project level reporting. • Prepares timely monthly financial statements in accordance with Generally Accepted Accounting Principles. • Develops and mentors the team to support the rapid growth of the company. • Maintain the Workday ERP setup for Financials, Expenses, Suppliers, Procurement, Inventory and Projects. • Become a subject matter expert for Workday accounting functions, project costing, developing reports/ dashboards and ad hoc reporting. • Assists in calculating project level percent of completion revenue recognition. • Reviews payroll calculations weekly for accuracy. • Manages preparation of monthly and quarterly sales tax returns and ensures continuing compliance as tax laws change. • Assists in preparation of subcontractor agreements and administration of payment requests and lien waivers for subcontracts. • Maintains and updates a system of controls over accounting transactions to minimize risk. • Prepares recurring and ad hoc analysis for variances compared to budget and prior year. • Assists in creating annual budget and forecasts. • Implement strategies to minimize taxes for the company. • Assists in the preparation of company tax returns. • Identifies changes to tax or regulatory rules that may affect the business. • Creates action plans to mitigate their impact. • Continually assesses financial systems, processes and procedures. • Implement improvements as necessary. • Assists in planning long-term strategy along with the management team to consistently deliver strong rates of return and low levels of risk for the owners. • Maintains a constant focus on reducing costs through process improvements, vendor negotiations and productivity increases. • Coordinates external audits and provides information to auditors as needed.