• Assist the financial advisor in working with clients to help them achieve their financial goals • Assist with the smooth operation of the financial planning office • Manage the financial planning workflow for the practice from end to end • Follow high standards of business and professional ethics and legal and regulatory requirements • Provide client relationship support through managing, gathering and analyzing client data • Help prepare preliminary financial plans and other client deliverables • Work with clients to resolve issues and support practice management tasks • Develop comprehensive financial plans and deliverables, including tailored recommendations • Monitor the progress of financial plans and resolve any bottlenecks or process inefficiencies • Collaborate closely with clients to deliver a seamless, professional, and positive planning experience • Monitor and track client completion of agreed-upon action items

• Support Procure-to-Pay (P2P) and accounting operations • Ensure accurate processing of invoices, month-end closing activities, and compliance requirements • Contribute to month-end closing and financial reporting tasks • Maintain high-quality data integrity and documentation standards • Ensure adherence to compliance and internal control frameworks • Collaborate with stakeholders across multiple countries and functions • Provide support during audits and regulatory processes • Contribute to continuous process improvements

• support throughout the entire Federal budget process from formulation, to spend plan creation, contract closeout, and executing the current fiscal year budget. • Support the development of the FPS FPMD Planning, Programming, Budgeting, and Execution reference guide and training to be provided to the regions’ budgetary and financial community. • Consolidate historical financial and budgetary records. • Provide financial and budgetary records management support. • Develop and provide knowledge management support through practices and process documentation. • Provide supporting documents to questions arising about obligations, • Provide reporting on obligation timeliness, new obligations values vs. contract closeout de-obligations, backlogs, and error rates.

• Lead and oversee the client invoicing and finance team, including prioritization, performance management, and teammate development. • Ensure accurate, timely, and compliant invoicing processes across clients and lines of business. • Establish operational controls, quality standards, and performance metrics to support billing accuracy and efficiency. • Partner with Client Success, Technology, and FP&A and Finance teams to resolve billing issues and improve workflows. • Support month-end close activities, reconciliations, reporting, and financial readiness. • Identify risks, inefficiencies, and process gaps and implement scalable solutions. • Lead finance integration activities related to acquisitions, system implementations, organizational changes, and enterprise initiatives. • Drive process standardization, workflow optimization, and transformation efforts across Finance and cross-functional teams. • Partner with leadership to develop scalable financial models and processes that support growth and long-term organizational strategy. • Collaborate with IT, Product, Revenue Cycle, and Operational teams on system enhancements, automation opportunities, and process improvements. • Support change management activities including communication, readiness planning, stakeholder alignment, and adoption strategies. • Lead and support cross-functional finance initiatives from planning through execution. • Develop project plans, timelines, risk mitigation strategies, and readiness activities for key initiatives. • Serve as a strategic partner across departments to align priorities, remove barriers, and drive execution. • Build reporting and governance structures to monitor initiative performance, operational metrics, and organizational impact. • Support executive leadership with insights, recommendations, and decision-making materials.