Career Directions Ltd

• Assist producers and sales leadership with administrative and operational tasks related to new prospects, renewals, quoting, carrier follow-up, and RFP processes. • Support approximately 8 salespeople across 5 sales teams. • Help follow up with carriers and keep pending items, requests, and backlog moving forward. • Prepare, organize, and update documents, spreadsheets, presentations, proposal materials, and internal sales support resources. • Help gather and structure information needed for prospect meetings, client reviews, quoting processes, and follow-up activities. • Support the team in keeping sales opportunities, tasks, documentation, and carrier communications organized. • Help reduce administrative burden for producers so they can focus more effectively on sales activity, client relationships, and business development. • Support evolving sales processes as SBS continues strengthening its internal workflows and producer support model. • Assist with the preparation of quoting and RFP-related materials using our client internal processes, systems, and AI-supported tools. • Support quoting workflows through tools such as Perfect Quote and other SBS-approved systems. • Input, organize, and review data needed for quoting, benchmarking, analytics, and proposal preparation.

• Edit video footage from church services, baptisms, events, ministry gatherings, and special services. • Create polished recap videos, testimony videos, baptism videos, and ministry highlight videos. • Edit sermon clips and short-form video content for social media. • Prepare video content for Facebook, Instagram, the church app, website, and live stream platforms. • Work with footage provided by church staff, volunteers, and ministry leaders. • Organize and manage video files through Dropbox or another shared file system. • Help maintain consistent activity on the church’s social media platforms. • Create and schedule posts for Facebook and Instagram. • Repurpose sermon clips, event footage, graphics, and announcements for social media. • Support ministry-specific social media needs where appropriate, including young adults or other church ministries. • Help the church expand its digital presence as capacity grows. • Create graphics for church announcements, events, sermon series, ministries, and social media. • Design digital assets that align with the church’s brand and communication style. • Use Adobe Illustrator and other Adobe Creative Suite tools to create and edit graphics. • Support content updates for the church app and website through Subsplash and SnapPages. • Help upload or prepare media for livestream archives, sermon pages, and digital communication channels. • Assist with posting or organizing livestream content across the app, Facebook, and Google/YouTube-related platforms as needed. • Help identify opportunities to improve the church’s digital workflow over time. • Work with shared systems such as Dropbox for file storage, transfer, and collaboration. • Maintain organized folders and clear naming conventions for graphics, videos, project files, and final exports. • Communicate clearly with church staff regarding deadlines, project status, and needed assets. • Receive direction well and ask clarifying questions when needed.

• Independently manage full-cycle accounting across QuickBooks Online and, overtime, Restaurant365 • Maintain clean, accurate, audit-ready financial records • Oversee accruals, sales tax filings, and tip accounting • Prepare and review monthly financial statements: • Identify discrepancies and proactively resolve issues • Clean up and restructure books where necessary • Ensure financial reporting supports scalability and operational insight • Demonstrate strong ownership of the balance sheet and confidence in explaining accounting treatment and recommendations

• Maintain accurate day-to-day bookkeeping in QuickBooks Online (QBO). • Review and clean up historical transactions as needed to ensure the books are accurate and investor-ready. • Ensure consistent transaction coding and a clean, usable chart of accounts (in alignment with the owner’s reporting needs). • Reconcile all connected accounts monthly (bank account(s), line of credit, and credit cards). • Investigate and resolve discrepancies (duplicates, missing entries, uncategorized items,miscoding). • Keep accounts current so financials reflect the real-time health of the business. • Produce clear monthly financial reports, including: Profit & Loss (P&L), Balance Sheet, Cash flow visibility (as needed). • Support accurate vendor/expense tracking and documentation. • Help keep customer invoices/receipts organized within the bookkeeping workflow (as applicable). • Maintain organized digital records (receipts, supporting docs, reconciliations). • Create simple, repeatable bookkeeping procedures to reduce month-end friction.

• Independently manage full-cycle accounting in QuickBooks Online • Maintain clean, accurate, audit-ready financial records • Oversee accruals, sales tax filings, and tip accounting • Prepare and review monthly financial statements: Profit & Loss, Balance Sheet, Cash Flow • Identify discrepancies and proactively resolve issues • Clean up and restructure books where necessary • Ensure financial reporting supports scalability and operational insight • Support multi-location restaurant and franchise clients • Manage restaurant-specific accounting complexities • Understand restaurant workflows, POS systems, and operational terminology • Support migration from QuickBooks Online to Restaurant365 • Learn and become proficient in R365 (training provided) • Assist in data cleanup, system configuration, and reporting optimization • Contribute to building scalable accounting systems • Develop and document accounting workflows and SOPs • Identify inefficiencies and recommend improvements • Evaluate automation tools and integrations within the accounting tech stack • Collaborate directly with U.S.-based leadership and accounting team members.

• Manage executive calendars, meetings & inboxes • Coordinate across founders, investors & partners • Prepare reports, presentations & meeting notes • Track tasks, deadlines & follow-ups • Provide reliable day-to-day executive support in a fast-paced environment • Support senior executives with scheduling and coordination • Manage emails, meetings, and reports • Liaise with founders, investors, and partners