• Support the FP&A team through financial preparation including monthly forecasts, annual budget planning, and monthly close, partnering closely with the accounting team, to provide accurate financial reporting • Influence strategic decision-making through financial analysis, with a focus on financial planning, and collaborating with cross-functional team • Responsible for preparing and validating content for the monthly Financial presentations with the Investor Group • Report on and analyze monthly Actuals vs. Budget, vs. Forecast, and vs. Last Year for revenue and operating expenses • Work with business owners to ensure they understand actuals and make updates to their forecasts accordingly • Drive enhancements in financial reporting and analysis as well as accounting process improvement and alignment • Support monthly reporting by providing and analyzing detailed reporting from GL, payroll, enterprise data systems, practice management systems, etc. • Facilitate department budget preparation • Work on requirements associated with acquisition integration • Provide ad hoc analytical support and perform special projects as needed

• Drafting, reviewing, and negotiating commercial real estate finance documents, loan agreements, mortgage-backed securities contracts, and lease financing agreements. • Providing legal guidance on CMBS transactions, FHA and HUD regulatory compliance, and property-level due diligence. • Collaborating with internal legal, finance, and risk teams, as well as external counsel and financial institutions, on real estate finance and joint venture transactions. • Managing real estate finance, regulatory, and transactional legal issues for clients in commercial property, investment, and development sectors. • Staying ahead of industry trends, FHA/HUD regulations, and market developments to provide proactive counsel.

• Serve as the Change Management Lead for the BRIM (Subscription @ Scale) initiative, supporting the transition from SAP S/4 to SAP BRIM and the transformation of the end-to-end Order to Cash process. • Lead change management activities impacting core finance business functions, including Order Management, Billing and Collections, and Revenue, as well as identified boundary groups requiring tailored communications and training. • Conduct and maintain comprehensive change impact assessments to identify process, role, and system impacts resulting from the BRIM implementation. • Develop and execute end-to-end change management and communications strategies tailored to finance stakeholders and business objectives. • Partner with executive leadership and cross-functional stakeholders to ensure alignment, clarity, and momentum throughout the change lifecycle. • Independently own and deliver high-quality change deliverables, including impact assessments, stakeholder analyses, communications, and training assets. • Assess employee sentiment and readiness through surveys, interviews, and other feedback mechanisms, translating insights into actionable adjustments. • Design and manage a comprehensive communications plan to inform, engage, and align stakeholders at all levels of the organization. • Create, update, and manage training materials and change documentation to support business readiness and adoption. • Ensure training content is accessible, relevant, and effective for diverse stakeholder groups. • Adapt change management plans to align BRIM with ServiceNow Subscription Order Management (SOM), addressing evolving scope, dependencies, and timeline changes. • Assess and manage change impacts resulting from the realignment of BRIM with SOM, with particular focus on Order Management process changes. • Measure post-implementation effectiveness by tracking adoption metrics, engagement indicators, and feedback. • Partner closely with project leadership, functional stakeholders, and technical teams to ensure alignment, readiness, and successful GoLive. • Support GoLive preparation and post-GoLive stabilization activities to drive user adoption and minimize business disruption. • Provide ongoing support to leaders, teams, and individuals to reinforce adoption and address resistance as needed.

• Own and manage the QuickBooks Online environment • Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting • Execute the financial separation of consulting business from the main FinTech entity • Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities • Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn • Perform NRR and GRR analysis with clear understanding of what's driving the numbers • Maintain a live, audit-ready database of all customer contracts • Ensure billing in QBO matches recognized revenue in our models • Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions • Track headcount costs and allocation across R&D, COGS, and OpEx