• Set the global analyst relations strategy across our core and emerging portfolio. • Build and nurture deep, trust-based relationships with tier-one firms and key industry consultants. • Identify high-impact opportunities to amplify our story beyond traditional coverage and reports. • Drive the end-to-end strategy and content submission process for major market reports. • Act as a trusted advisor to senior executives and product leaders. • Scale and optimize the AR function, improving organizational structures and managing budgets.

• Follow QA testing procedures to complete standard testing scenarios and reporting for the following and additional testing as assigned. • New client benefit implementations • Existing client benefit changes • Existing client benefit audits • Complete the following standard testing scenarios: • Documentation comparison • Structure set-up comparison • Review of automated Benefits test case output • Review of Integrated Accumulation sharing • Manual test case entry and review, using critical thinking to determine accuracy of test results • Use critical thinking skills in reviewing test data results, reaching out internally around complex situations (such as multiple inaccuracies, poorly defined criteria or missing details, escalations) to ensure the most accurate test results are provided. • Use Microsoft Excel to complete structure comparisons. • Use Microsoft Access to create test case details to apply for automated testing. • Learn all PBM documentation, software, and reporting systems for our contracted PBMs • Accurately document detailed test results; including location of issues found, screen shots and member examples as necessary. • Determine appropriate test plan based on the type of benefit changes. • Update or review process documentation, as assigned. • Assist with mentoring new or contract staff, as assigned. • Effective internal communication, including cross-department collaboration to explain and resolve testing failures • Identify and escalate process deficiencies and delays to supervision. • Identify and support process improvement opportunities. • Support new process and technology solutions, including associated user design development and user acceptance testing, as assigned. • Supports off-hours priority work as needed, including some holidays. • Effectively navigate Salesforce and/or proprietary software. • Manage day-to-day work in Clarizen project management software. • Positively accepts and promotes change. • Assumes additional responsibilities as prescribed or directed.

• Perform accounting office routines with technical autonomy and active participation in process improvements • Classification, journal entries and account reconciliations • Preparation and review of financial statements • Support for the monthly accounting close • Analysis and submission of ECD and ECF filings (Lucro Presumido) • Client accounting service and support • Participate in creating, reviewing and improving accounting processes and workflows • Support automation of routines and use of technological tools • Document organization and management of accounting deadlines

• Perform routines for monitoring legislation and regulatory changes; • Submission of municipal, state and federal tax filings and ancillary obligations; • Support during municipal, state and federal tax audits and inspections; • Analysis of direct and indirect taxes; • Tax calculation for standard tax regimes (Presumed Profit - Lucro Presumido and Actual Profit - Lucro Real); • Preparation and analysis of trial balances and company financial statements; • Control, verification and recording of information to ensure compliance with current legislation; • Use Excel as a support tool; • Provide assistance and take responsibility for queries and practices within the accounting department; • Consolidation of managerial and asset transactions.