Agent

• Support preconstruction efforts for complex HVAC and plumbing projects. • Prepare accurate takeoffs, coordinating with vendors and subcontractors. • Manage bid documentation and support the estimating process from initial plans through final submission. • Perform quantity takeoffs and cost estimates for mechanical, plumbing, and sheet metal systems. • Review construction drawings, specifications, and bid documents for complex projects. • Utilize AutoBid software for mechanical and sheet metal estimating. • Coordinate with suppliers and subcontractors to obtain pricing and scope clarification. • Prepare bid proposals, RFIs (Requests for Information), and submittal documentation. • Manage estimated revisions and support ongoing preconstruction activities. • Collaborate closely with internal project teams throughout the bidding process. • Participate in daily workflows, meetings, and systems as a fully integrated member of the team.

• Prepare accurate quantity takeoffs and complete cost estimates. • Develop bid proposals, RFIs, submittals, and estimating documentation. • Review construction drawings, specifications, and bid packages. • Estimate grading, site utilities, foundations, structural concrete, slabs, decks, site concrete, and plumbing scopes. • Coordinate with subcontractors and suppliers during the bidding process. • Manage estimate revisions and maintain organized project documentation. • Support preconstruction planning and deliver estimates within project deadlines.

• Build and customize financial models for new clients, including: - Revenue forecasts by customer and SKU - P&L modeling - Cost structure analysis - Scenario planning and forecasting • Pull reports from QuickBooks and other accounting systems. • Reconcile actual results against budgets and forecasts. • Perform monthly variance analysis and identify key business drivers. • Maintain and update weekly 13-week rolling cash flow forecasts. • Monitor liquidity trends and identify potential cash constraints or opportunities. • Ensure consistency across all financial models and assumptions. • Reconcile revenue, COGS, and operating expenses across multiple datasets and model tabs. • Identify discrepancies and troubleshoot financial modeling issues. • Participate in client onboarding meetings and discovery calls. • Support clients with model setup and financial reporting questions. • Assist with ongoing client communication and deliverables. • Conduct trade spend and ROI analysis. • Identify trends, risks, and opportunities across customer channels and product lines. • Track and analyze industry KPIs relevant to food and beverage CPG brands. • Present findings and recommendations to internal leadership and clients. • Validate assumptions using historical data, industry benchmarks, and business initiatives. • Continuously improve forecasting methodologies and model accuracy. • Support initiatives focused on automation, AI, and process optimization. • Identify opportunities to improve reporting efficiency and financial workflows.

• Own the status system and traffic flow. Own the Dailies/status tracker so every project stays visible and moving; route briefs, assets, and approvals between the EVP, the pod, and vendors; attend Manager meetings (or review the AI notes) to log tasks and commitments; set daily and weekly priorities and protect deadlines before they slip; maintain and refine the approval, routing, and publish workflows. Be the watchdog, the eagle eye, the person “in the know”. • Be the second set of eyes — nothing ships with an error. Receive a test of every email and SMS end-to-end (links, tags, opt-outs, routing, real user experience); verify UTMs on every link, email, and ad against the taxonomy before launch; proof spelling, grammar, check links and documents they link to, and functionality on everything; QA every form (it submits, tags correctly, assigns territory, notifies the right rep, lets leads book); review and approve staging builds before go-live. Ask: Is this the right user experience for this audience? Is it done with excellence? • Steward the regulatory approval chain. Ensure fund communication artifacts are reviewed by legal and the right parties are copied; monitor and flag new disclosure language; secure principal sign-offs on brand claims; enforce the initial creative gate so nothing advances without the EVP's sign-off (strict the first four months); steward each piece through the full chain — writer → principals → reviewer → board — and chase every handoff; route approved creative to SMEs, reviewer, and board, logging each approval; keep the approval record for every published asset; maintain one canonical, version-proofed source of truth so nothing ever pulls an outdated or non-compliant statement from the offering documents. You have authority to manage this system and process with whatever tools would work best, however, get input from others who have to use the system. • Own the last mile — publish and version control. Push approved assets live in the publishing stack (Notable, Planable, HubSpot, or equivalent); enforce version control so the current version is live and older ones are archived; oversee who has access to branded assets. • Hold the cadence and the team accountable. Keep the distributed (LatAm) marketing team accountable for hours and output–run the timesheets and process; make sure no-shows and unqualified leads actually get worked; run event pre-flight (display, QR codes/UTMs, NFC, capture forms, table materials); shadow key calls and capture action items; keep lists trimmed with Growth; assemble the weekly stats for the Monday call; reconcile the editorial and traffic calendars; identify stalls and blockers early. • Document the standard. Write down the QA and compliance standards so quality survives turnover. Leave a legacy of leadership. • UTM tracking. Take over the system and on the creation, tracking, and auditing of UTM parameters across all paid channels to optimize campaign performance visibility and compliance.

• Review incoming customer orders in Shopify and verify frame and prescription order details. • Place frame orders through vendor portals accurately and promptly. • Enter customer information and order details into vendor systems as required. • Ensure all orders comply with vendor-specific purchasing requirements and procedures. • Learn and eventually manage prescription lens ordering processes and vendor requirements. • Coordinate frame and lens procurement to ensure orders progress efficiently through production. • Communicate directly with frame and lens vendors regarding product availability, lead times, and order status. • Monitor vendor inventory and identify potential fulfillment issues before they impact customer orders. • Follow up on back orders and delayed shipments to ensure timely fulfillment. • Build strong working relationships with vendors to improve communication and resolution times. • Manage situations where ordered frames or lenses are unavailable, discontinued, or back ordered. • Research alternative solutions and coordinate internally on replacement options when necessary. • Maintain accurate records of vendor information, order history, and purchasing activity. • Coordinate with the RX customer service team regarding order updates and fulfillment timelines. • Cross-train in RX customer service processes to provide operational flexibility and support during periods of high demand. • Assist with additional operations and fulfillment tasks as needed.

• Review incoming customer orders in Shopify and verify frame and prescription order details. • Place frame orders through vendor portals accurately and promptly. • Enter customer information and order details into vendor systems as required. • Ensure all orders comply with vendor-specific purchasing requirements and procedures. • Learn and eventually manage prescription lens ordering processes and vendor requirements. • Coordinate frame and lens procurement to ensure orders progress efficiently through production. • Communicate directly with frame and lens vendors regarding product availability, lead times, and order status. • Monitor vendor inventory and identify potential fulfillment issues before they impact customer orders. • Follow up on back orders and delayed shipments to ensure timely fulfillment. • Build strong working relationships with vendors to improve communication and resolution times. • Manage situations where ordered frames or lenses are unavailable, discontinued, or back ordered. • Research alternative solutions and coordinate internally on replacement options when necessary. • Understand and manage vendor purchasing rules, including minimum order quantities and bulk purchasing requirements. • Maintain accurate records of vendor information, order history, and purchasing activity. • Coordinate with the RX customer service team regarding order updates and fulfillment timelines. • Cross-train in RX customer service processes to provide operational flexibility and support during periods of high demand. • Assist with additional operations and fulfillment tasks as needed.

• Own and execute the company's email marketing strategy using Klaviyo, including campaigns, automations, and customer lifecycle flows. • Build and optimize email sequences such as welcome flows, abandoned cart recovery, post-purchase journeys, win-back campaigns, and promotional campaigns. • Monitor email marketing performance and continuously improve KPIs such as revenue per recipient, conversion rates, click-through rates, and customer retention. • Support customer acquisition initiatives across paid e-commerce channels. • Assist with TikTok Shop strategy, product launches, and marketplace growth opportunities. • Coordinate influencer outreach and partnership campaigns. • Manage and optimize social media marketing initiatives across platforms including Instagram, Facebook, and TikTok. • Collaborate on website improvements, merchandising strategy, and conversion rate optimization efforts. • Analyze campaign performance and provide recommendations based on data and customer insights. • Research and test emerging growth channels and digital marketing opportunities.

Role Description The Staff Accountant supports the company’s financial operations by preparing financial statements, ensuring general ledger accuracy, and assisting in close processes. This role is essential in maintaining compliance with accounting standards, enhancing financial controls, and contributing to the organization’s overall financial integrity. The Staff Accountant is responsible for financial reporting, reconciliations, and supporting budgeting and forecasting processes. This role requires attention to detail, a strong understanding of accounting principles, and the ability to support continuous improvement initiatives in accounting operations. Key Responsibilities - Financial Reporting: Prepare financial statements, including balance sheets, income statements, and cash flow statements for multiple real estate properties. - General Ledger: Prepare and maintain general ledger entries, reconcile accounts, and assist in month-end and year-end close processes. - Reconciliation: Perform monthly reconciliations for multiple accounts and investigate discrepancies. - Budgeting & Forecasting: Assist in preparing annual budgets and quarterly forecasts, including variance analysis and reporting. - Property Accounting: Track and report on property-related expenses, capital expenditures, rent collections, and tenant deposits. - Month-end, Year-end Close: Assist in the month-end and year-end close processes, including preparing and reviewing journal entries, accruals, and financial reports. - Accounting Processes and Internal Controls: Manage accounts payable and receivable processes, including invoice processing, payment posting, and vendor management. - Compliance: Ensure compliance with relevant financial regulations, internal policies, and procedures. - Audit: Assist with internal and external audits by preparing documentation and providing necessary information. - Process Improvement: Identify opportunities to enhance accounting processes and improve financial controls. Qualifications - Degree in Accounting, Finance, or a related field. - 2+ years of accounting experience, preferably in real estate, property management, or investment firms. - Proficiency in real estate accounting software (such as Yardi, MRI, or RealPage), AI tools (such as Claude and ChatGPT), and Microsoft Office Suite, particularly Excel advanced skills. - Understanding of US Generally Accepted Accounting Principles (US GAAP) and real estate accounting. Requirements - Certifications: CPA or equivalent certification is strongly preferred. - Big 4 accounting firm experience is a plus. Competencies - Analytical: Synthesize complex or diverse information; collect and research data; use intuition and experience to complement data. - Accuracy: Demonstrate thoroughness and attention to detail; promote and improve quality standards. - Problem Solving: Identify and resolve problems effectively and efficiently. - Business Acumen: Understand the implications of business decisions; align work with strategic goals. - Teamwork: Balance individual and team responsibilities; foster a collaborative work environment. - Interpersonal Skills: Resolve conflicts constructively; maintain confidentiality; listen actively. - Communication: Convey information clearly in oral and written forms; tailor communication style to various audiences. - Ethics: Act with integrity and uphold organizational values. - Professionalism: Demonstrate respect, accountability, and tactfulness in all interactions. - Initiative: Proactively seek responsibilities and opportunities to enhance personal and professional growth.

• Prepare and review monthly, quarterly, and annual financial statements for real estate properties and investment entities. • Oversee and maintain the integrity of the general ledger, ensuring all transactions are accurately recorded in compliance with US GAAP. • Oversee daily cash reporting and post all non-AP cash transactions. Upload Positive Pay files and review rejected transactions for approval or reporting. • Lead complex account reconciliations, including bank accounts, balance sheets, intercompany accounts, and property-related accounts. • Support the preparation of annual budgets, quarterly forecasts, and variance analyses. Collaborate with department heads to ensure accurate and timely data. Upload budgets into OSA. • Oversee property accounting activities, including revenue recognition, expense allocations, capital expenditures, and tenant accounting. • Manage month-end and year-end close processes, including preparing and reviewing journal entries, accruals, and financial reports. • Assist in developing and maintaining robust internal controls and accounting policies to safeguard assets and ensure compliance. • Ensure compliance with relevant financial regulations, internal policies, and procedures. • Coordinate and lead internal and external audit processes, including preparing documentation and responding to auditor inquiries. • Identify and implement opportunities to improve accounting processes and systems, including the effective use of artificial intelligence (AI), automation, and other technology tools to enhance efficiency, accuracy, data analysis, and decision-making across the accounting department. • Mentor and provide oversight of junior accounting staff, providing direction, training, and support to enhance team performance.

• Own the ESP and the email/SMS engine • Build the nurture and lifecycle automation • Protect deliverability • Capture and route every lead