BELAY

• Responsible for ensuring accurate, timely, and compliant sales and use tax reporting across multiple U.S. jurisdictions. • Manage tax filings and support compliance with evolving tax regulations. • Monitor filing deadlines and ensure timely, accurate tax remittances. • Research and interpret state and local sales tax laws and regulatory changes. • Prepare reports and analyses related to sales tax liabilities, exposures, and compliance trends. • Partner with Accounting, Finance, Operations, and IT to support accurate tax determination and reporting.

• The Senior Corporate Accountant plays a key role in supporting BELAY's corporate accounting operations by ensuring the accuracy, integrity, and timeliness of financial reporting and month-end close activities. • This role is responsible for general ledger accounting, account reconciliations, journal entries, and supporting accounts payable and accounts receivable processes while partnering closely with the Controller on financial reporting, audits, and process improvements. • Prepare and record journal entries, including payroll, accruals, prepaids, and other month-end adjustments. • Perform monthly balance sheet reconciliations and ensure supporting documentation is complete and accurate. • Review general ledger activity to ensure expenses are recorded appropriately and in accordance with company policies and accounting standards. • Assist with the monthly, quarterly, and year-end close processes. • Prepare weekly income reports for leadership review. • Release approved accounts payable payments on a weekly basis. • Support accounts receivable and accounts payable processes, including reconciliation of Wingspan invoicing and payments. • Distribute and maintain monthly financial reports and supporting documentation. • Assist with internal and external audit requests by preparing schedules and supporting documentation. • Serve as backup support for the Corporate Accountant as needed. • Partner with the Controller on special projects, financial analyses, and continuous process improvement initiatives. • Identify opportunities to improve accounting processes, increase efficiency, and strengthen internal controls.

Title: Corporate Accountant BELAY Location: Remote Department: BELAY Financial Job Description: **Candidates must reside in the Atlanta, GA metropolitan area due to occasional in-person meetings and travel requirements** Work at Home Opportunity Corporate Accountant - Full-time BELAY is a growing and vibrant, Atlanta, GA-based company that offers remote, U.S.-based Assistant and Financial staffing solutions. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. Who is BELAY? Click here and enjoy! The Corporate Accountant is responsible for managing all accounting functions for BELAY Financial, including accounts receivable, accounts payable, general ledger, and reconciliation processes. This role applies independent thinking and problem-solving skills to identify and analyze issues, implement effective solutions, improve processes, enhance customer service, and ensure accurate financial reporting. The Corporate Accountant supports the team by managing tasks, requests, and inquiries related to the assigned engagement roster, while consistently demonstrating initiative and attention to detail. This position also partners with clients, contractors, and internal teams to support informed financial decision-making, resolve discrepancies, and proactively address issues with exceptional service. As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision and core values daily, fostering a collaborative and positive team environment. Accounts Receivable - Manage BELAY Financial invoicing and semi-monthly/monthly client invoicing. - Prepare weekly A/R aging reports for leadership review. - Assist with collections following the BELAY Financial Collection Process. Accounts Payable Functions - Review and resolve contractor invoice exceptions and disputes for BELAY Solutions. - Enter miscellaneous contractor invoices into CRM for integration with the Payment System (Wingspan) as needed. - Respond promptly to contractor emails and support tickets. - Pre-approve all contractor payments in Wingspan. - Process vendor invoices through Bill, adhering to budget and forecast guidelines. - Ensure seamless Bill sync to QuickBooks and resolve any issues. - Maintain W-9s for vendors - Generate and distribute annual 1099s for vendors paid through Bill. - Review expense reports, investigate issues, and sync with QuickBooks. - Reconcile and record monthly employee benefit provider expenses. General Ledger and Reporting - Record necessary journal entries (Payroll, Accruals, Prepaids, etc.). - Review general ledger for accurate expense recording per BELAY’s policies. - Reconcile balance sheet accruals and prepaids at month-end. - Perform monthly bank statement reconciliations. - Reconcile A/R and A/P to general ledger monthly, resolving discrepancies. - Compile monthly financial statements for review by the Director of Finance, Executive Team, and shareholders. - Review monthly forecasts. - Assist with ongoing audit responsibilities related to BELAY Financial. Qualifications This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done! - Bachelor’s degree or equivalent work experience - Must own the details, possess exceptional clerical talents, demonstrate business acumen, and show an understanding of general accounting, including accounts receivable and payable functions - Attributes of self-discipline, strong organizational skills, and action-orientation are essential - Initiative and ability to anticipate and address potential issues with a strong sense of ownership over tasks and deliverables - Has strong communication skills (both written and verbal) to address contractor and client concerns in a timely and courteous manner. BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization. Physical requirements This position does not have any physical requirements at this time. Salary range $56,000 - $61,000 Location requirements This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon. BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on https://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com. ​​​​​​​

• Design, build, implement, and maintain scalable AI-powered automations, integrations, and workflow solutions that support operational efficiency across the organization • Develop and support automation solutions using technologies such as Python, SQL, APIs, orchestration tools, and AI platforms • Lead the ongoing administration, optimization, and support of BELAY’s internal AI and automation tools and systems • Partner with cross-functional teams to identify workflow inefficiencies and develop scalable automation and AI-driven solutions • Translate business needs into technical requirements and communicate technical concepts clearly to both technical and non-technical stakeholders • Establish and track key performance indicators (KPIs) to measure the effectiveness and business impact of automation and AI initiatives

• Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts • Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments • Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately • Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement • Develop and maintain channel, referral, and strategic partnership relationships that support ongoing lead generation and business growth • Represent BELAY at industry events, conferences, networking opportunities, and association meetings • Collaborate with Marketing on campaigns, event follow-up activities, and market growth initiatives • Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records

• Lead a high-performing team of Financial Solutions Consultants • Achieve monthly, quarterly, and annual revenue goals with the Financial Solutions Inbound Sales Team • Develop a consultative sales organization that delivers exceptional client experiences • Drive performance through coaching, accountability, sales process optimization • Ensure a seamless client journey from first contact through engagement

• Provide high-level, proactive support to the VP of Client Success • Manage complex calendaring and meeting logistics • Oversee comprehensive travel arrangements • Develop executive presentations and reports • Conduct weekly and month-end Salesforce audits

• Provide high-level administrative and operational support to the Director of Human Resources and the broader HR team • Manage and maintain the Director’s calendar, ensuring priorities are aligned with business needs • Coordinate meetings by gathering agendas and ensuring attendees are prepared • Prepare agendas, materials, notes, and follow-up action items for HR leadership meetings • Draft correspondence, communications, presentations, and meeting materials while maintaining a high level of professionalism • Manage expense reporting and reimbursement tracking for the Director of HR • Support the preparation and facilitation of monthly BELAY All Team (BAT) meetings • Coordinate HR-related events, offsites, in-person meetings, and team-building activities • Assist with onboarding coordination and new hire administrative support

• Lead financial strategy, planning, and forecasting for clients • Develop and maintain budgets and a 13-week rolling cash flow • Deliver timely, monthly financial reporting and executive insights • Serve as a trusted partner to clients through periods of stabilization, growth, and transition • Partner with client leadership on growth initiatives, operational efficiency, and risk management • Provide proactive insight by identifying risks, opportunities, and compliance considerations to support client growth • Monitor client engagement health and identify opportunities for additional support, resources, or services as appropriate • Collaborate cross-functionally to ensure timely, high-quality client support.

Title: Executive Assistant to SVP, Revenue - Financial Solutions - BELAY Location: Remote Department: Sales Job Description: Full Time Experienced **Candidates must reside in the Atlanta, GA metropolitan area due to occasional in-person meetings and travel requirements** Work at Home Opportunity Executive Assistant to SVP, Revenue - Financial Solutions - Full-time BELAY is a growing and vibrant, Atlanta, GA-based company that offers remote, U.S.-based Assistant and Financial staffing solutions. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. Who is BELAY? Click here and enjoy! Below are the position requirements. Job purpose The Executive Assistant to the SVP of Revenue - Financial Solutions is a strategic partner, providing proactive, high-level support that allows the SVP of Revenue - Financial Solutions to focus on driving business growth. This role also supports the sales team with administrative and operational tasks, ensuring seamless execution and enabling the revenue organization to perform at its best. Duties and responsibilities As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision and core values daily, fostering a collaborative and positive team environment. Key Responsibilities: - Act as a strategic extension of the SVP, serving as a liaison to internal teams, clients, contractors, and partners. - Anticipate the SVP’s needs and proactively manage tasks, correspondence, research, presentations, professional development, and ad-hoc projects to conserve her time and support strategic priorities. - Coordinate complex calendaring, appointments, and meetings, ensuring proper preparation, prioritization, and optimization of time for high-impact business activities. - Plan and manage internal team meetings, events, off-sites, and recognition initiatives, ensuring seamless execution and engagement. - Manage executive travel, including flights, ground transportation, hotels, meals, confirmations, and rewards programs. - Draft and manage internal and external communications with discretion, maintaining confidentiality and professionalism. - Support the SVP’s brand and external presence through podcasts, webinars, interviews, blogs, and social media, ensuring timely preparation and materials. - Manage team and client recognition initiatives, including gifting, handwritten notes, and milestone celebrations. - Prepare and track expense reports, reimbursements, departmental budgets, and vendor payments as needed. - Support reporting and analytics for the SVP and sales organization, dashboards, and presentations, while being comfortable working with spreadsheets and data to drive informed decision-making. - Lead or coordinate cross-functional projects on behalf of the SVP, tracking timelines, deliverables, and stakeholder updates. - Identify operational inefficiencies and propose improvements to increase productivity and impact across the revenue organization. - Maintain confidential company and personnel information with the highest discretion. - Provide backup and administrative support for Sales, as needed. - Collaborate with executive peers to implement best practices, leverage technology, and stay ahead of industry trends. - Assist the SVP with select personal tasks, such as gifting, personal appointments, and vacation planning, to ensure seamless workflow both professionally and personally. Qualifications This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done! - Bachelor’s degree or equivalent work experience - Minimum of 3 years of senior leader support experience - Exceptional attention to detail - Must be poised, professional, detail-oriented, proactive, and confident in their decision-making and problem-solving skills - Must be a servant leader and an extension of the SVP - Comfortable with technology and able to fully embrace it as the platform on which we run our company - Ability to interact with internal and external partners Working Conditions BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization. Physical Requirements This position primarily requires prolonged sitting, frequent computer use, and participation in virtual meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role. Salary Range $60,000 - $65,000 Location Requirements This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon. BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.