• Perform short- and medium-term cash flow forecasting and burn management • Clean up financials and improve monthly close discipline • Work directly with the company CPA to ensure financial records are complete, accurate, and timely • Establish and maintain EBITDA and management-adjusted EBITDA reporting • Prepare and present Monthly, Quarterly, and Annual financial reports to leadership (CEO and COO) • Support DCAA audit readiness • Evaluate and advise on DCAA-compliant timekeeping systems • Support strategic planning initiatives and KPI dashboard development • Translate financial data into clear, actionable guidance for leadership

• Design and deploy strategic solutions for Accounting, Tax, and Treasury functions, ensuring alignment with business goals. • Serve as the functional and technical lead for delivery functions, including configuration, integrations, technical builds, and testing cycles. • Collaborate with IT directors, Business Managers, Resource Managers, and IT PMO (Project Management Office) Manager to manage resources, resolve issues, and escalate when necessary. • Partner with Business Functional Leads to prioritize requirements, estimate efforts, and define technical solutions. • Lead and motivate teams by assigning responsibilities and setting clear expectations to achieve program/project goals. • Ensure solutions adhere to strategic priorities and deliver high business value. • Translate business objectives into actionable technical strategies and solutions.

• Provide a diverse range of strategic business advisory services • Guide business owners in selling or buying privately held companies • Help in increasing cash flow and securing bank loans • Ensure sustained profitability and strategic preparation for future sale

• Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning. • Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making. • Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP. • Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business. • Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability. • Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities. • Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics. • Manage tax, audit readiness, and regulatory compliance in collaboration with external partners. • Contribute to capital planning, investor communications, and future fundraising preparation as needed. • Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales. • Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution.