Thexpnet

• Lead the monthly financial reporting process by coordinating with department leaders to gather, consolidate, and analyze financial data. • Prepare management reports and dashboards to support executive decision-making. • Support the development of annual budgets, rolling forecasts, and long-term financial plans. • Monitor spending and provide recommendations to improve financial performance. • Conduct variance analyses comparing actual results against budgets and forecasts. • Identify key business drivers, trends, risks, and opportunities. • Evaluate proposed business initiatives, operational changes, and growth opportunities to assess financial impact. • Develop financial models and business cases to support strategic planning. • Analyze key performance indicators (KPIs) and operational metrics. • Provide actionable insights to support business objectives and profitability. • Create clear, concise, and impactful presentations for leadership. • Communicate financial findings and recommendations to stakeholders. • Identify opportunities to improve financial reporting processes, automation, and operational efficiencies. • Support system enhancements and data integrity initiatives. • Perform special analyses and projects as assigned to support company growth and operational excellence.

• Support the corporate close process, including preparation and review of journal entries, rollforwards, account reconciliations, and variance analyses. • Collaborate with regional finance teams to guarantee adherence to reporting schedules and accounting policies. • Establish new intercompany relationships and ensure accurate eliminations. • Support external and internal audits by preparing schedules, reconciliations, and documentation. • Participate in ERP integrations, onboarding new entities, and transitioning accounting tasks to the shared service center. • Support ad-hoc internal and corporate requests as needed. • Challenge current processes to identify improvement opportunities. • Ensure business transactions continue to be in accordance with generally accepted accounting principles, policies, and SOX controls.

• Accurately post daily cash receipts from multiple sources and ensure correct application to customer accounts. • Serve as liaison to regional accounting departments nationwide to address account inquiries, share documentation, and ensure consistency. • Research unapplied payments, billing disputes, account irregularities, customer setup, and take corrective action. • Assist with preparation, documentation, and support for internal and external audits. • Monitor aging reports, contact customers via phone and email regarding open balances, negotiate arrangements, and document collection activities. • Collaborate with regional offices through regular meetings to coordinate collection strategies. • Escalate severely delinquent accounts to management or third-party collections as needed. • Assist with month-end closing responsibilities and comply with deadlines. • Assist with the onboarding of new acquisitions by supporting the integration of accounts receivable processes, systems, and documentation. • Follow financial policies and internal controls while identifying opportunities for process efficiency. • Assist with team training. • Provide general administrative support, including regular pickup and delivery of mail, answering and directing incoming calls, maintaining office cleanliness, and assisting with various reception and front desk responsibilities. • Perform regular and predictable work during scheduled and/or agreed-upon times.

• Prepare and review small business tax returns, primarily S Corporations and owner returns • Review bookkeeping and accounting records for accuracy • Prepare tax projections and assist with tax planning • Research federal and state tax issues • Communicate accounting and tax matters clearly to clients • Manage multiple client engagements and deadlines • Collaborate with Client Managers and firm Partners

• Oversee all HR functions including recruitment, onboarding, performance management, and employee relations • Ensure compliance with labor laws, regulations, and company policies • Develop and maintain HR policies, procedures, and best practices • Manage HR staff and provide guidance, mentorship, and performance feedback • Maintain accurate employee records and HR documentation • Monitor HR metrics, analyze trends, and provide recommendations to management • Coordinate employee benefits, payroll, and professional development programs • Resolve workplace conflicts and provide support to employees and management • Promote a positive workplace culture and foster employee engagement • Maintain professional proficiency via continuing education and participation in HR professional organizations • Perform other HR-related duties as assigned

• Provide expert-level help, including the courteous and effective handling of consumer complaints, questions about goods or services, and diagnosis of technical difficulties • Tell customers M2W, Inc.'s service procedures, account preferences, and features offered • Good notes in internal systems on client contacts and comments will help trends to be followed and continuous development supported • Tell the relevant internal departments any unsolved problems; also, guarantee quick follow-up to fix them • You should be aware of any changes to products, announcements, or processes if you wish to ensure that everyone is obtaining current knowledge • Work with several organizations to enhance services and please consumers • Engage in courses in professional development and ongoing education to refine your customer service and product knowledge • By highlighting regularly occurring problems and providing recommendations for how present practices could be improved, help to foster a growth mentality