Teamshares

• We’re looking for a **Financial Controller** to join our growing team, focused on supporting a portfolio of **restaurant companies**. This is a hands-on, high-impact role where you’ll partner closely with company presidents and employee-owners to drive financial clarity, optimize operations, and support long-term strategic success. • You’ll be responsible for the full accounting cycle, financial reporting, inventory oversight, and advising leadership teams—while identifying opportunities for improved systems, processes, and profitability. • Serve as a trusted advisor to multiple restaurant business presidents, tailoring financial insights to their operational needs. • Leverage your hands-on experience in food service and retail operations to guide cost control, menu or product margin analysis, vendor management, and inventory forecasting. • Translate complex financial data into actionable recommendations that support both short- and long-term strategic decisions. • Lead full-cycle accounting operations including A/P, A/R, GL, inventory accounting, revenue recognition, and payroll. • Manage month-end and year-end closes, including reconciliations, accruals, fixed assets, and deferred revenue adjustments. • Oversee inventory accounting and food/product costing, ensuring accurate valuation and minimizing waste or shrinkage. • Maintain a 13-week cash flow forecast and recommend solutions to optimize working capital. • Prepare trial balances, variance analyses, and financial reporting dashboards using OneStream or similar platforms. • Collaborate with company leadership on budgets, quarterly planning, and long-term strategic initiatives. • Deliver KPIs that reflect operational performance, including food cost %, labor cost %, sales per square foot, and margin trends. • Identify and implement process improvements across accounting systems, POS integrations, and reporting workflows. • Assist in developing internal controls and documenting financial procedures specific to restaurant and retail environments. • Streamline inventory management practices, including tracking perishable goods, multi-location stock, and seasonal adjustments.

• Lead financial due diligence reviews for potential acquisitions of small businesses • Develop financial analyses and models • Present financial insights based on data provided • Perform quality-of-revenue and quality-of-earnings analysis • Work closely with legal, tax, and operational teams during due diligence • Communicate findings and guide team members throughout the process • Prepare detailed reports outlining key findings and present to the investment team • Assist in preparing offers and provide technical input • Review peers' work to ensure accuracy and quality • Collaborate with technology team to enhance due diligence efficiency

• Own all SEC reporting obligations including 10-K, 10-Q, 8-K, and proxy statement preparation and review • Lead Sarbanes-Oxley compliance • Manage board governance, committee charters, D&O insurance, and director independence determinations • Iterate on the company's existing legal infrastructure and manage team members for continued success"• Manage the company's equity plans including stock options, RSUs, and 409A valuations • Serve during shareholder demands, regulatory inquiries, or litigation

• Conduct active, ongoing outreach and discovery calls with sellers and M&A advisors • Perform deal qualification and complete historical financial underwriting on opportunities • Develop and maintain relationships with lower middle market bankers, business brokers, and professional advisors • Run structured outreach to stay top of mind with potential acquisition opportunities • Prepare deal summaries, screening memos, and financial workbooks for investment committee review • Communicate findings clearly and flag key risks, opportunities, and open items to the broader transaction team and C-Suite

Title: GL Accountant Location: Remote Type: Full-time Workplace: remote Category: My Financial Partner Job Description: My Financial Partner (MFP) brings the financial tools and support of large-scale businesses to small companies. At MFP, our experienced team of accounting professionals delivers high-quality, fractional accounting support to a growing network of small companies, all owned by Teamshares Inc., the largest acquirer of small businesses in the US. As part of this dynamic group of companies, you’ll have the opportunity to make a real impact in the lives of small business owners and employees across the country. Position: GL Accountant Role Responsibilities: - Responsible for recording financial transactions in the accounting systems for multiple client companies. - Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary. - Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system. - Reconciles bank records to the general ledger accounts, reconciles cash accounts - Processes online payroll and records transactions in proper ledger accounts. - Prepare and reconcile fixed assets, preliminary review of capitalization adjustments. - Perform other accounting tasks as needed by individual clients or associated controller on client - Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis. Requirements: - Must be located in ET or CT time zones. - Bachelor’s degree in Accounting, Finance, or related field - 4+ years of progressive accounting experience with hands-on involvement in month-end close, including journal entries, accruals, prepaids, and balance sheet reconciliations - Experience working in a team-based or shared services accounting environment, collaborating with or reporting to an Accounting Manager or Controller - Strong working knowledge of accrual basis accounting, including payroll-related entries and adjustments - Experience with QuickBooks Online and/or other cloud-based accounting systems (e.g., NetSuite, Intacct) - Willingness to support hands-on AP/AR and transactional work as part of a growing and evolving accounting function - Ability to work independently in a remote environment while maintaining strong communication and accountability - Critical thinker with a track record of identifying and implementing process improvements, particularly within close cycles or financial reporting - Proficiency with Microsoft 365 (Excel, Outlook, Teams), including ability to manage and analyze data - Strong organizational skills with the ability to manage multiple clients, deadlines, and priorities simultaneously Excellent communication skills with the ability to explain financial information clearly to non-financial stakeholders - Adaptable, detail-oriented, and intellectually curious with a desire to learn and grow across a variety of industries $70,000 - $75,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

• Serve as an on-the-ground operational resource at portfolio companies, working alongside presidents in a co-management or support capacity depending on what the situation requires • Lead or support company transitions — new acquisitions, president-to-president handoffs, and operational resets — with heavy in-person presence during active engagement periods • Build trust and working relationships with company presidents and their teams; your credibility will be earned through execution, not title • Identify operational gaps and implement improvements in areas such as dispatching, pricing, technician productivity, job costing, and customer workflow • Support monthly business review data collection and synthesis across portfolio companies, building infrastructure that reduces manual overhead over time • Assist in building out operating playbooks, benchmarks, and standardized processes that can be applied across the MEP portfolio • Contribute to new acquisition onboarding as the portfolio grows — helping new companies understand Teamshares systems, tools, and expectations • Bubble up operational insights and performance signals to the Industry Lead; your on-the-ground visibility is an asset the IL doesn’t have from the portfolio level • Become the Teamshares-level expert on ServiceTitan, with working knowledge across configuration, workflows, reporting, and best practices for field service operations in the trades • Project-manage ServiceTitan implementations at net-new portfolio companies in partnership with company presidents and, where applicable, external consultants • Lead standardization and optimization audits at existing ST companies, surfacing platform utilization gaps and driving adoption of underused functionality • Serve as the primary internal resource for presidents and their teams navigating the platform day-to-day — reducing reliance on external consultants for routine questions and optimization work

My Financial Partner (MFP) brings the financial tools and support of large-scale businesses to small companies. At MFP, our experienced team of accounting professionals delivers high-quality, fractional accounting support to a growing network of small companies, all owned by Teamshares Inc., the largest acquirer of small businesses in the US. As part of this dynamic group of companies, you’ll have the opportunity to make a real impact in the lives of small business owners and employees across the country. Position: GL Accountant Role Responsibilities: - Responsible for recording financial transactions in the accounting systems for multiple client companies. - Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary. - Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system. - Reconciles bank records to the general ledger accounts, reconciles cash accounts - Processes online payroll and records transactions in proper ledger accounts. - Prepare and reconcile fixed assets, preliminary review of capitalization adjustments. - Perform other accounting tasks as needed by individual clients or associated controller on client - Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis. Required Experience: - Must be located in ET or CT time zones. - Bachelor’s degree in Accounting, Finance, or related field - 4+ years of progressive accounting experience with hands-on involvement in month-end close, including journal entries, accruals, prepaids, and balance sheet reconciliations - Experience working in a team-based or shared services accounting environment, collaborating with or reporting to an Accounting Manager or Controller - Strong working knowledge of accrual basis accounting, including payroll-related entries and adjustments - Experience with QuickBooks Online and/or other cloud-based accounting systems (e.g., NetSuite, Intacct) - Willingness to support hands-on AP/AR and transactional work as part of a growing and evolving accounting function - Ability to work independently in a remote environment while maintaining strong communication and accountability - Critical thinker with a track record of identifying and implementing process improvements, particularly within close cycles or financial reporting - Proficiency with Microsoft 365 (Excel, Outlook, Teams), including ability to manage and analyze data - Strong organizational skills with the ability to manage multiple clients, deadlines, and priorities simultaneously Excellent communication skills with the ability to explain financial information clearly to non-financial stakeholders - Adaptable, detail-oriented, and intellectually curious with a desire to learn and grow across a variety of industries $70,000 - $75,000 a year

• Assist employee-owned businesses with turnarounds, transformations, and growth • Provide strategic support, coaching, and operational implementation • Work directly with a network company • Focus on either advisory functions or co-management/full-time interim management • Travel 50% or more is expected

• Responsible for recording financial transactions in the accounting systems for multiple client companies. • Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary. • Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system. • Reconciles bank records to the general ledger accounts, reconciles cash accounts • Processes online payroll and records transactions in proper ledger accounts. • Prepare and reconcile fixed assets, preliminary review of capitalization adjustments. • Perform other accounting tasks as needed by individual clients or associated controller on client • Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis.

• Assess differences between acquired company accounting policies and Teamshares accounting policy, developing and implementing necessary amendments to ensure compliance with US GAAP and corporate standards. • Establish and lead monthly & quarterly review processes to ensure existing companies maintain accounting compliance. • Participate in quarter-end and year-end closes by requesting and reviewing network company support, and proposing adjustments as necessary. • Assist in coordination of audit procedures, liaising with external auditors and network companies to obtain support and prepare analysis as needed. • Assist in the review of lease agreements and determination of accounting treatment under ASC 842. • Perform technical reviews of domestic & international stock compensation plans and build quarterly accounting adjustment processes. • Support the accounting team with purchase price accounting. • This will include calculating purchase price adjustments based on account analysis and review of pre- and post-close activities. • Conduct technical accounting research on an ad hoc basis to support accounting issues that arise on a deal-by-deal basis.