• Develop and execute organizational change management strategies for Finance transformation initiatives. • Conduct stakeholder and change impact assessments to identify risks and drive adoption plans. • Partner with executive sponsors and business leaders to build engagement and visible sponsorship. • Create and deliver communication strategies, change plans, and executive messaging. • Design training, learning, and enablement programs that prepare employees for change. • Establish change readiness assessments, adoption metrics, dashboards, and executive reporting. • Manage stakeholder engagement, resistance management, and feedback mechanisms. • Build change management playbooks, templates, and best practices that can be scaled across future initiatives. • Partner closely with Finance, IT, HR, Learning & Development, and project teams to ensure successful implementation. • Continuously improve organizational change capabilities by introducing new methodologies and industry best practices.

• Lead the execution of complex Finance transformation programs from strategy through implementation. • Translate strategic priorities into actionable roadmaps, project plans, and measurable business outcomes. • Partner with Finance leadership to prioritize initiatives and maximize business value. • Identify risks, remove roadblocks, and drive successful execution across multiple workstreams. • Collaborate with senior stakeholders to shape transformation priorities and continuously improve delivery. • Design and implement future-state Finance operating and service delivery models. • Assess current Finance processes and organizational capabilities to identify opportunities for improvement. • Drive standardization, simplification, automation, and continuous improvement across end-to-end Finance processes. • Leverage data and industry best practices to inform transformation decisions and future-state design. • Manage multiple transformation initiatives across Finance, HR, IT, and external partners. • Develop and maintain project plans, timelines, budgets, resource plans, and governance activities. • Monitor project progress, manage risks and dependencies, and ensure successful delivery against business objectives. • Prepare executive dashboards, status updates, and steering committee materials that support informed decision-making. • Ensure projects comply with governance, controls, and enterprise standards while delivering measurable business value. • Develop and execute change management strategies that enable successful adoption of new processes and technologies. • Conduct stakeholder impact assessments, readiness evaluations, and communication planning. • Lead workshops, training sessions, and stakeholder engagement activities throughout the project lifecycle. • Create communications, training materials, and adoption plans that help teams embrace new ways of working. • Reinforce sustainable change through ongoing support, coaching, and continuous improvement. • Coach and develop a high-performing team while fostering collaboration, accountability, and continuous learning. • Promote best practices in Finance transformation, program management, and organizational change.

• Provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops • Respond to requests for age-appropriate classes or seminars for youths and teens • Provide initial and refresher Command Financial Specialist (CFS) training • Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R) • Provide individualized financial counseling and assistance to service members and families • Support marketing and outreach initiatives to promote awareness and utilization of program services

• Work with the sales, product, marketing, and solutions engineering teams to generate and implement the go-to-market strategy for the Banking & Financial Services industry • Actively partner with the sales organization to win key global accounts and secure Lighthouse customers among top-tier global banks • Develop and implement product positioning, messaging, and strategies to pursue aggressive growth goals across Retail Banking, Wealth Management, and related BFSI sub-verticals • Act as executive sponsor on high-priority, in-flight deals — refining narratives and overcoming late-stage procurement and security audit hurdles • Define and own the "Win-Against" competitive strategy to displace incumbents by demonstrating superior ROI in fraud detection, call deflection, and digital experience • Develop repeatable BFSI sales playbooks and enablement materials that increase sales velocity and are adopted broadly across the revenue organization • Work closely with Product to ensure QM's Agentic AI solutions meet the rigorous security, compliance, and regulatory standards of the financial services industry • Establish QM as a top-tier recognized solution in the BFSI space through analyst engagement (Gartner, Forrester), keynote participation, and industry roundtables • Develop thought leadership content including practitioner articles, joint publications, podcasts, and conference presentations • Leverage an executive network to facilitate introductions to C-Suite stakeholders including CIOs, CDOs, and heads of Risk and Digital