Industry FinTech

• Receive, review, and record invoices using platforms such as Bill.com, Beanworks, QuickBooks, and Odoo. • Track invoice approvals and follow up with internal and external stakeholders to ensure timely processing. • Prepare AP aging reports to support payment scheduling and cash flow management. • Prepare, review, and file monthly, quarterly, and annual U.S. sales and use tax returns. • Coordinate and initiate electronic tax payments to meet state and local deadlines. • Maintain databases tracking filing statuses, nexus thresholds, and jurisdiction-specific requirements. • Monitor sales volumes and transaction counts to proactively identify economic nexus changes. • Research and respond to tax notices, inquiries, and penalty assessments. • Stay up to date on changes in tax regulations and support compliance efforts.

• Receive, review, and record invoices using platforms such as Bill.com, Beanworks, QuickBooks, and Odoo • Track invoice approvals and follow up with internal and external stakeholders to ensure timely processing • Prepare AP aging reports to support payment scheduling and cash flow management • Prepare, review, and file monthly, quarterly, and annual U.S. sales and use tax returns • Coordinate and initiate electronic tax payments to meet state and local deadlines • Maintain databases tracking filing statuses, nexus thresholds, and jurisdiction-specific requirements • Monitor sales volumes and transaction counts to proactively identify economic nexus changes • Research and respond to tax notices, inquiries, and penalty assessments • Stay up to date on changes in tax regulations and support compliance efforts

• Build and manage high-converting landing pages across multiple campaigns and client accounts. • Design and optimize multi-step lead capture funnels focused on improving lead quality and conversion rates. • Create landing page experiences aligned with ad messaging, audience intent, and campaign goals. • Conduct A/B testing on headlines, layouts, CTAs, forms, and user flows to continuously improve performance. • Collaborate closely with media buyers and creative teams to launch campaigns efficiently and effectively. • Monitor and report on key conversion metrics. • Analyze user behavior using tools like heatmaps, session recordings, and analytics platforms. • Build and maintain pages across platforms such as GoHighLevel, Unbounce, Webflow, or similar tools. • Continuously identify opportunities to improve conversion performance across the entire funnel experience. • Ensure pages are mobile-responsive, fast-loading, and optimized for user experience and performance.

• Review and interpret financial statements and reports • Create clear, well-designed financial presentations and dashboards • Join client calls to walk through financial results and answer questions • Organize monthly financials and coordinate basic accounting tasks • Translate financial data into actionable insights for clients • Communicate regularly with U.S.-based clients via Zoom and email • Collaborate with internal and client-side teams on compliance or audit prep when needed

• Support day-to-day accounting operations • Help close the books each month • Assist with audits and tax processes • Ensure everything aligns with U.S. GAAP • Maintain financial records, reports, and general ledger accounts • Prepare journal entries, reconciliations, and support the monthly close • Assist in building budgets and forecasting financial performance • Manage documentation for accounts payable, treasury, and audits • Perform monthly balance sheet reconciliations • Support external audits and tax-related requests • Collaborate with the Accounting Supervisor and cross-functional teams • Ensure all reporting is accurate, timely, and compliant