• Apply the consulting method with clients, focusing on financial control and assisting them whenever necessary. • Manage the development of clients' financial controls, monitoring progress and identifying improvements. • Teach clients financial control, explaining the consulting method and its practical business applications based on acquired knowledge. • Respond to client inquiries via WhatsApp and email, ensuring the resolution of routine operational and financial questions. • Correct and guide clients on adjustments and improvements to financial management. • Guide clients step-by-step through the initial phases of the consultancy, supporting the recommendations made during the process. • Provide ongoing support to clients through digital communication, helping resolve common questions and issues. • Perform financial audits of clients' records/entries, ensuring data accuracy and seeking assistance for more advanced reviews. • Hold alignment meetings to assist clients with their challenges. • Deliver targeted training sessions tailored to the client's current stage in the consultancy. • And much more than financial tasks: helping people!

• Oversee Project Finance team inclusive of portfolio assignments, line management, and supporting new hire process as required by the position • Oversee financial performance of a portfolio of clinical trial projects, including revenue, costs, margins, and cash flow • Ensure accurate revenue recognition in compliance with general accounting and company policies • Monitor project budgets, identify variances, and partner with project teams to implement corrective actions • Lead monthly project forecasting processes, including revenue, backlog, and margin projections • Act as a strategic finance partner to Project Management and Clinical Operations leadership • Review project budgets and ensure alignment with contractual terms and operational assumptions • Develop and deliver regular reporting on project financial performance, KPIs, and risk indicators • Directly manage and develop a team of 5 Project Finance and Commercial Contracts professionals based in North America and Europe

• Lead the annual portfolio budget process and quarterly reforecasts leveraging MRI’s Budgeting and Forecasting module. • Assist with all aspects of the monthly valuation process through the creation and upkeep of the company’s Argus valuation models. • Maintain and run scenario analysis in lease, asset and portfolio-level models. • Lead financial variance analysis on the existing portfolio. • Abstract leases and CC&Rs for application to valuation and budget modeling. • Abstract loan agreements to identify key economic terms. • Produce/support recurring and ad hoc reporting of financial performance and disclosures for investors and stakeholders.

• Run biweekly payroll across our deployed teams, partnering with managers to get it accurate and on time. • Prepare and process tax payments accurately and on schedule. • Produce biweekly client invoices • Maintain backup payroll and invoice-preview files. • Reconcile payroll and billing, and keep GAAP/billing documentation organized and audit-ready. • Pull the information needed to create contracts from source files and support contract creation. • Update daily attendance flagging exceptions for manager review. • Maintain team rosters as new team members join, including sensitive fields managers do not have access to. • Refresh the Springboard Dashboard each week ahead of the leadership meeting. • Build and own the Capacity Plan. • Produce ad-hoc reports and analyses as projects require. • Proactively surface insights from our operational and financial data and make recommendations to leadership. • Act as the central coordination point for our managed entities. One to two today, with more on the way. • Drive onboarding and offboarding processes for team members end to end. • Coordinate facilities needs. • Liaise with our local attorney and accountant partners. Routing items, following up, and keeping things on track, while escalating major legal or financial decisions to leadership. • Find better ways for us to operate and put them in place, streamlining and automating repetitive work wherever you can.