Equus Software

• Full ownership of the finance function: Financial controls, reporting integrity, and team leadership across both pillars. • Board reporting: Produce accurate, timely, and credible management information that gives the COO and board genuine confidence in the numbers. • Month-end close process: Oversee the GL Accountant and Finance Manager to deliver a clean, controlled close each month within a defined timetable. • Financial controls framework: Design and embed controls appropriate for a multi-currency, multi-jurisdiction EOR business, with clear ownership and sign-off at every stage. • Senior stakeholder relationships: Be the primary finance voice with the COO, board, and business partners; the person people come to first for financial guidance. • Technical accounting: Serve as the go-to expert for complex accounting judgements across the business, including revenue recognition, FX treatment, intercompany and multi-entity consolidation. • Team leadership and development: Build a high-performing finance team, set clear expectations, conduct regular 1:1s, and create a culture of accountability and continuous improvement across both pillars. • Automation and systems: Drive the finance technology agenda; identify and implement automation opportunities across the billing, reconciliation, and reporting cycles. • Continuous improvement: Embed a mindset of process improvement across the function; regularly review how work gets done and challenge the team to find better ways. • Transformation delivery: Lead the finance restructure through to steady state, including the people plan, system improvements, and Order-to-Cash redesign. • Cost base management: Manage the finance budget and ensure the function is appropriately resourced as the business scales.

Role Description The Head of Finance will be responsible for the following key areas: - Full ownership of the finance function: Financial controls, reporting integrity, and team leadership across both pillars. - Board reporting: Produce accurate, timely, and credible management information that gives the COO and board genuine confidence in the numbers. - Month-end close process: Oversee the GL Accountant and Finance Manager to deliver a clean, controlled close each month within a defined timetable. - Financial controls framework: Design and embed controls appropriate for a multi-currency, multi-jurisdiction EOR business, with clear ownership and sign-off at every stage. - Senior stakeholder relationships: Be the primary finance voice with the COO, board, and business partners; the person people come to first for financial guidance. - Technical accounting: Serve as the go-to expert for complex accounting judgements across the business, including revenue recognition, FX treatment, intercompany and multi-entity consolidation. - Team leadership and development: Build a high-performing finance team, set clear expectations, conduct regular 1:1s, and create a culture of accountability and continuous improvement across both pillars. - Automation and systems: Drive the finance technology agenda; identify and implement automation opportunities across the billing, reconciliation, and reporting cycles. - Continuous improvement: Embed a mindset of process improvement across the function; regularly review how work gets done and challenge the team to find better ways. - Transformation delivery: Lead the finance restructure through to steady state, including the people plan, system improvements, and Order-to-Cash redesign. - Cost base management: Manage the finance budget and ensure the function is appropriately resourced as the business scales. Qualifications - ACA, ACCA, or CIMA qualified (essential). - Significant post-qualification experience in a finance leadership role, ideally within a multi-currency transactional environment. - Strong technical accounting skills; the go-to person for complex accounting questions, particularly in multi-currency consolidation, revenue recognition, and management reporting. - Commercial instinct; able to translate financial data into insight that drives business decisions, not just report what happened. - Proven ability to lead and develop a finance team through a period of structural change; a track record of developing people, not just managing them. - Demonstrable experience driving automation and process improvement in a finance function; comfortable with finance systems, APIs, and automation tools, and making the case for investment. - A continuous improvement mindset; someone who is never satisfied with "good enough" and consistently looks for smarter ways to operate. - Experience managing offshore or distributed finance teams is an advantage. - Hands-on and willing to operate at both strategic and transactional levels, particularly during the transition period. - Experience in EOR, staffing, professional services, or a similarly complex billing model (strongly preferred). Benefits - Incredible team that is invested in our success. - Innovation and creativity as core values. - Exceptional company culture. - Leadership team that genuinely believes in balance.

• End-to-end billing cycle: From ICP invoice receipt and validation, through pricing application, to client invoice raising and client account reconciliation. • Finance Analyst team: Manage 2–4 analysts, each owning a portfolio of clients end-to-end. • ICP relationship management (financial): Ensure ICP invoices are received, validated, and coded accurately and on time. • Pricing accuracy: Ensure contractual terms (pass-through plus margin, fixed fee, or bespoke) are correctly applied to every client invoice. • Client account reconciliations: Prepare monthly reconciliations for all client portfolios. • Margin visibility: Produce and maintain client-level margin reporting for the Finance Business Partner and Head of Finance. • Process improvement: Lead Order-to-Cash redesign, automation and continuous improvement of the ICP-to-client invoice matching process.

• Journals: post all month-end journals including payroll accruals, prepayments, depreciation, and intercompany entries. • Intercompany accounting: maintain accurate intercompany balances across all GX entities and ensure reconciliations are completed at month-end. • FX revaluation: run the monthly FX revaluation across all multi-currency balances and post the resulting gains/losses. • Bank reconciliations: complete and sign off bank reconciliations for all GX entities, ensuring all items are matched and cleared in a timely manner. • Balance sheet reconciliations: own the balance sheet reconciliation schedule, ensuring all material balances are substantiated monthly. • Management accounts support: work with the Finance Manager to produce the monthly management accounts pack, including P&L, balance sheet, and cash flow. • Audit support: prepare working papers and schedules for the annual audit. • Continuous improvement: identify and resolve recurring reconciliation issues, support the automation of manual GL processes.

• Collections: Manage end-to-end chase process for all outstanding client invoices across the portfolio. • Aged debt ledger: Maintain an accurate and up-to-date aged debt report, reviewed weekly with the transactions team lead. • Days Sales Outstanding (DSO): Track, report, and actively work to reduce DSO across the client base. • Payment plans and escalations: Agree payment plans with clients where appropriate and escalating unresolved cases to the transactions team lead or Finance Business Partner. • Dispute identification: Identify when a slow payment is a genuine dispute (rather than a cash flow issue) and escalate to the Finance Business Partner for resolution. • Cash allocation: Allocate receipts accurately to the correct client invoices in the system. • Client communication: Professional, relationship-aware communication with client finance teams on all payment matters. • Reporting: Produce weekly aged debt and DSO reports for the Transactions Manager.

Role Description As an Employee Services Manager working for an Employer of Record (EOR), your primary responsibility is to ensure that employees are fully supported throughout their employment through GX. You will be joining a team dedicated to driving employee experience, picking up from the end of their onboarding through until they leave our service. Your role is pivotal in ensuring employee satisfaction by answering any queries they have on payroll, expenses, PTO, benefits, etc. - Employee Support: - Oversee communication with employees, addressing general inquiries following onboarding, including but not limited to access to the GX1 portal, employment-related matters, personal time off, payroll, and expense management. - Facilitate and organize employee meetings as needed, involving key stakeholders as necessary, creating minutes of each meeting, defining clear actions and outcomes from the discussions, and distributing this information to the appropriate parties. - Collaborate with key stakeholders, including internal teams, employees, and in-country partners, to effectively advance the resolution of all open cases, such as service issues and unique requests. Adhere to the established timeline guidelines for resolution set out by your manager. - Employee Experience: - Maintain and oversee the employee experience throughout the employee lifecycle, ensuring adherence to SLAs established with our clients and employees. - Build productive relationships with employees, clients, local partners, and key internal departments such as Finance, Sales, and Implementation to deliver services within the agreed scope. - Prepare and deliver internal and external communications as necessary, such as drafting employee communications for the client’s approval covering changes to employment laws, payroll or expense processes, timescales, and schedules. - Service Delivery & Improvement: - Prepare for, and participate in, regular employee review meetings, presenting information as requested, including open cases, end dates, terminations, and costs. - Support management in resolving service or process issues within the operations team, liaising with suppliers, internal staff, and client contacts as needed. - Assess opportunities to enhance employee relationships, improve team performance, and refine internal processes in collaboration with your manager. - Facilitate employee engagement through diverse strategies by analysing employee pulse check survey results and presenting key areas for improvement to your manager. Initiate and conduct courtesy calls, offering feedback to your manager. - Participate in and lead special projects aimed at improving employee experience, efficiency, and process reviews in collaboration with your manager. - Employee Offboarding: - Effectively communicate offboarding procedures to all relevant stakeholders, including clients, employees, and internal teams, ensuring thorough system maintenance. - Clearly establish and document the reasons for offboarding, with particular attention to Client Terminations requiring Mutual Termination Agreements. In the case of a Client Termination, ensure a comprehensive handover is provided to the appropriate Client Services Manager. - Ensure the completion of all necessary documentation for offboarding, such as resignation letters and the finalization of payroll and termination of benefits cover. - Maintain compliance with legal and regulatory requirements related to employee offboarding. - Collaborate with stakeholders to ensure the accurate and timely processing of final pay, including unused vacation and other entitlements. Qualifications - Experience in employee services or related field. - Strong communication and interpersonal skills. - Ability to manage multiple tasks and prioritize effectively. - Familiarity with payroll and HR processes. Requirements - Proven experience in a similar role. - Strong problem-solving skills. - Ability to work collaboratively with diverse teams. - Knowledge of employment laws and regulations. Benefits - Competitive salary and performance bonuses. - Comprehensive health benefits. - Flexible working hours and remote work options. - Opportunities for professional development and growth.

• Ensure that employees are fully supported throughout their employment through GX. • Drive employee experience from the end of their onboarding through until they leave our service. • Ensure employee satisfaction by answering any queries they have on payroll, expenses, PTO, benefits etc.

• Manage global finance team and oversee day-to-day functions including accounts payable, accounts receivable, payroll, monthly close, and consolidation into parent company accounts • Manage working capital, including oversight of the AR, AP, and treasury functions • Oversee the accounting team's delivery of monthly, quarterly, and annual financial statements • Prepare and deliver monthly and quarterly financial reporting package and insights to GX Executives and Board • Identify and implement departmental and financial reporting process improvements • Monitor internal controls and ensure compliance with GAAP and statutory reporting requirements • Support ad-hoc financial requests received from internal stakeholders and management • Collaborate with operational departments, including sales, marketing, and operations to drive forecasting processes • Develop and maintain financial models, templates to support operational planning, budgeting, and forecasting • Present monthly financial review to executive management team and deliver insights derived from preparing company performance metrics • Provide financial analysis to support strategic decision-making, including new product launches, marketing and sales initiatives, pricing recommendations, operational efficiency and profitability • Identify opportunities for business expansion, cost optimization, and FP&A process improvements

• Ensure that clients receive a seamless, high-touch, white-glove service that aligns with GX’s brand promises. • Be the central point of contact for clients, driving the client experience by coordinating with various internal departments, including Employee Onboarding, Offboarding, and Experience teams. • Ensure client satisfaction, retention, and expansion through efficient service delivery and proactive relationship management.

WHO WE ARE Global Expansion (www.globalexpansion.com), an independent subsidiary of Equus Software, is a global Employer of Record (EOR) service provider.  We are experiencing rapid growth and are looking for a focused, positive, and energetic Finance Director to join our global team. At Global Expansion, we are passionate about delivering a Global EOR service that provides an exceptional employee experience and a flexible, comprehensive solution for our clients. We currently support our clients in over 160 countries with the ability to hire in 214 countries and territories worldwide. Our team is distributed across North America, Europe, Africa and Asia. THE ROLE The Finance Director is a key leadership role within the organization and responsible for financial oversight of the business. As Financial Director your duties will include leading the company's financial forecasting and reporting processes, ensuring timely funding from clients for EOR employee payroll, implementing internal process improvements, driving service excellence within the company's client-facing finance function, and leading a global finance team of high-performing colleagues. We’re looking for a financial leader with a background in the CPG or services industry who possesses strong GAAP knowledge, an FP&A skillset, and excellent communication skills. The Finance Director will report to the COO, work closely with all internal departments and manage our finance and accounting team of 13 colleagues. The role is a combination of Accounting (60%) and FP&A (40%). Our ideal candidate is likely to be a senior finance manager or finance director who’s worked in a handful of different companies and is ready to take the next step and lead a finance function. KEY RESONSIBILITIES Accounting and Process - Manage global finance team and oversee day-to-day functions including accounts payable, accounts receivable, payroll, monthly close, and consolidation into parent company accounts - Manage working capital, including oversight of the AR, AP, and treasury functions - Oversee the accounting team's delivery of monthly, quarterly, and annual financial statements - Prepare and deliver monthly and quarterly financial reporting package and insights to GX Executives and Board - Identify and implement departmental and financial reporting process improvements - Monitor internal controls and ensure compliance with GAAP and statutory reporting requirements - Support ad-hoc financial requests received from internal stakeholders and management Financial Planning and Analysis (FP&A) - Collaborate with operational departments, including sales, marketing, and operations to drive forecasting processes - Develop and maintain financial models, templates to support operational planning, budgeting, and forecasting - Present monthly financial review to executive management team and deliver insights derived from preparing company performance metrics - Provide financial analysis to support strategic decision-making, including new product launches, marketing and sales initiatives, pricing recommendations, operational efficiency and profitability - Identify opportunities for business expansion, cost optimization, and FP&A process improvements Qualifications - Bachelor's degree in Accounting, Finance, or related field. CPA preferred - Experience in a fast-paced working environment such as Big Four accounting firm or start-up company - Proven ability to lead global teams in a remote environment. Must be collaborative, inclusive, and culture-focused - Track record of providing value to internal and external stakeholders - Exceptional delivery skills and demonstrated ability to meet financial reporting deadlines - Advanced knowledge of MS Office suite (Outlook, Excel, PowerPoint) Attributes - Strong leadership, communication, and team management skills - Superior analytical and problem-solving skills - Adaptable to a dynamic and fast-paced environment - Detail-oriented and organized - Ability to work independently and collaboratively - Comfortable with managing competing projects under time constraints WHY WORK WITH US? It’s simple. We have an incredible team that is invested in our success. Innovation and creativity are at the top of our list of core values, along with compassion, integrity, and a willingness to get the job done. But we’re not just all about work. We have an exceptional company culture and a leadership team that genuinely believes in balance. We are building a team that is laser-focused on delivering the best Global EOR solution on the market and would love for you to join us.