• Own full-cycle accounting across multiple client entities. • Manage general ledger activities, reconciliations, journal entries, and month-end close processes. • Oversee bill payments, approvals, audit trails, and cash management activities. • Monitor cash flow, liquidity, and banking operations. • Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct. • Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports. • Perform variance analysis against budgets, forecasts, and prior performance. • Ensure reporting is accurate, reconciled, and decision-ready. • Transform financial reporting into actionable insights that support business and personal financial decisions. • Present financial information clearly to both financial and non-financial stakeholders. • Translate financial data into meaningful recommendations and strategic insights. • Lead financial planning discussions around liquidity, spending optimization, and major financial decisions. • Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives. • Identify financial risks, inefficiencies, and opportunities proactively. • Support clients in making informed decisions through thoughtful financial analysis. • Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders. • Support tax planning workflows by preparing financial information and documentation. • Maintain strong financial governance, controls, and documentation standards. • Monitor unusual financial activity and proactively escalate potential issues. • Help ensure seamless financial operations across multiple entities and stakeholders. • Evaluate and implement improvements to financial systems and reporting workflows. • Support automation and dashboard initiatives that improve financial visibility. • Strengthen financial controls, documentation, and audit readiness. • Identify opportunities to improve operational efficiency and reporting quality. • Help build scalable financial processes that support long-term growth.

• Perform financial analysis involving company expenses, income, and other business results based on past, present, and future operations • Research, analyze, and report fluctuations in financial and business results to identify trends and research variances; make recommendations to improve company performance and resolve issues • Research, analyze, and report fluctuations between actual financial results compared to budgeted amounts to advise management on potential areas of cost impacts; make recommendations for corrective actions • Assist in the preparation of company budgets and financial forecasts for the development of business plans • Monitor and evaluate individual department expenses and identify any specific trends to assist in cost control • Recommend changes to streamline accounting systems and processes to ensure maximum efficiency and appropriate utilization of resources • Prepare reports that outline the company's financial position in the areas of income, expenses, and earnings to assist in financial decision-making • Analyze and interpret various financial reports and statistics for management; make recommendations to ensure proper business decisions are made

• Finance lead coordinating weekly performance reviews, forecasting and budgeting for closed and open book contracts. • Track and manage contract profitability, providing insight on key drivers and identifying opportunities for cost savings and efficiency. • Serve as a key financial advisor to operational and commercial leaders, translating complex financial data into actionable insights. • Challenge assumptions and provide proactive, value-adding recommendations to improve operational and commercial performance. • Align short, medium and long term financial insights and risk assessments. • Ensure weekly performance is translated into monthly financials. • Part of the team leading on customer MBRs and QBRs.

• Build complex Excel valuation models for potential acquisitions and divestitures • Evaluate deals through discounted cash flow analyses and metrics such as IRR, EBITDA multiples, etc. • Create pro forma income and cash flow statements for potential joint ventures • Manage due diligence process including leading physical site visits, coordinating with sellers, collecting data, and ensuring that all areas of the diligence process undergo appropriate review • Create presentations and proposals for potential sellers, joint venture partners, senior management, board of directors, etc. • Work closely with Transaction Directors and legal teams in the negotiation and drafting of definitive agreements.