• 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.

• Own financial planning and modeling that informs company strategy, headcount growth, and investment priorities. • Evaluate tradeoffs across growth initiatives, resourcing decisions, and new bets to maximize long-term value. • Build and maintain multi-year financial models that connect strategy to outcomes. • Support board- and investor-level planning, including scenario analysis and downside / upside planning. • Partner with sales, capture, and product leadership to shape pricing, packaging, and contract structures aligned with strategic goals. • Develop financial frameworks to assess new products, customer segments, and go-to-market motions. • Translate operating metrics into clear insights that guide growth decisions. • Design scalable reporting that ties revenue performance to strategic intent. • Serve as a strategic thought partner to executive leadership, providing clear, opinionated financial perspectives. • Help define and track the metrics that matter most for long-term enterprise value. • Partner with the finance and accounting team to ensure systems, controls, and reporting scale with the business. • Drive automation and process improvements that reduce friction and enable faster decision-making.

• Work with a broad multi-disciplined user base to support system change requirements, develop functional specifications and ensure project execution • Act in a functional capacity with the expectation of supporting Business Processes in conjunction with system requirements for multiple areas of SAP • Provide expertise and delivery for the Finance functional life cycle phases • Ensure solutions meet customer needs as well as Service Level Agreements and consider compliance requirements for Generally Accepted Accounting Practices (GAAP), Cost Accounting Standards (CAS), Federal Acquisition Regulations (FAR) and Sarbanes/Oxley • Responsible for measuring deliverables, ad-hoc projects, providing guidance and communication with multiple levels within the organization • Prepare functional requirement specifications • Deliver hands-on day to day SAP production support