• Define and own the enterprise transformation strategy, roadmap, milestones, and success criteria across Testing Services • Establish transformation priorities aligned to business objectives, service commitments, and continuous improvement goals • Define and implement transformation communication and change adoption strategy across delivery organizations • Define and implement transformation success metrics (e.g., process definition and implementations, quality, productivity) • Ensure execution aligns with approved transformation plans, timelines, and quality standards • Monitor execution progress, risks, and dependencies across multiple programs, ensuring timely resolution and escalation as needed • Provide executive-level updates on transformation progress, risks, and outcomes • Serve as the primary escalation point for transformation-related risks, issues, and dependencies

• Oversee and lead the development/deployment of key strategic digital product/solutions • Ensure target business benefits as part of EVERSANA’s digital growth strategy • Engage with senior executives and report on initiative state and performance • Deliver excellent business results through team efforts • Lead development and execution of the EVERSANA ESS Sales & Marketing plan • Assist new business pitch preparation and presentations • Manage Affinity Marketplace SOW Addendums workstream • Lead Omnichannel Advisory Council management and customer engagements • Partner with various teams to define project approaches and plans for omnichannel initiatives • Promote a culture of continuous improvement and compliance

• Identify and qualify franchise prospects. • Prepare and present franchise projects to Franchise Approval Committee for approval. • Manage and optimize a multi-state franchise development region to maximize franchise sales growth. • Ability to effectively take prospects from application to franchise agreement execution. • Properly manage territory within budgets. • Perform other duties as assigned.

• Provide strategic oversight and leadership for the planning, execution, and delivery of the firm’s most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures • Serve as the firm’s lead technical authority on GAAP, GAAS, PCAOB standards, and SEC reporting, providing critical guidance on complex accounting issues such as revenue recognition, lease accounting, consolidations, and internal controls • Direct and review the preparation and distribution of all periodic financial statements for external reporting, ensuring compliance with professional standards, firm policies, and regulatory requirements • Advise senior leadership and clients on trends and changes in accounting standards and regulatory reporting requirements; recommend and implement best-practice responses • Oversee all engagement strategies and ensure alignment with client goals, risk management protocols, and evolving industry and regulatory expectations • Act as a liaison with external auditors and regulators where applicable, and coordinate preparation of materials for boards, audit committees, or shareholders as needed • Approve engagement budgets and resource planning, ensuring profitability while maintaining quality standards and effective use of staff • Drive innovation and process improvement by enhancing audit methodology, adopting emerging technologies, and evaluating new tools and workflows to increase efficiency and quality • Mentor, coach, and develop senior managers and managers, overseeing their progression and succession planning while fostering a culture of accountability, technical growth, and collaborative leadership • Review and approve all major deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, compliance, and strategic insight • Serve as a trusted advisor to clients, helping them interpret audit outcomes, understand business implications, and strengthen internal financial reporting functions • Lead firm-wide business development efforts by contributing to proposals, pricing strategies, client pitches, and relationship expansion initiatives • Champion firm values and culture, contributing to key initiatives, promoting inclusion and collaboration, and representing Sorren at professional associations, conferences, and community forums • Maintain technical and leadership excellence through continuous learning, thought leadership, and participation in standard-setting and industry advocacy groups • Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership • Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity