• Responsible for posting and analyzing cash entries. • Monitor bank accounts and daily processing. • Prepare invoices and monthly accounts receivable statements. • Record direct bill commission revenue payments. • Work with complex Excel spreadsheets to track and record royalties and revenues.

• Review all monthly close workpapers for compliance with GAAP and internal procedures as well as for quality, accuracy, and completeness. • Review audit workpapers for compliance with GAAP and internal policies and procedures • Develop and present training programs for internal and external stakeholders, including training qualifying for NASBA CPE certification • Track completeness and timeliness of reviews and compliance and report to the Manager, Technical Reviews & Training. • Develop reusable curriculum and provide in-house training • Maintain working knowledge of current GAAP and stay abreast of upcoming implementation of new standards. • Serve as the internal SME on technical accounting.

• Own the Close: Lead the end-to-end month, quarter, and year-end close processes, ensuring the delivery of accurate, GAAP-compliant financial statements on a timely basis. • Financial Reporting & Analysis: Drive the monthly fluctuation analysis by vendor, department, and GL account; provide executive-level insights into business trends, accrual accuracy, and OpEx performance. • Team Management: Direct, mentor, and review the work of a growing accounting team (initially 2–3 staff members), fostering a culture of high performance and professional growth. • Technical Accounting & Policy: Partner with the Controller and external consultants to operationalize complex policies (ASC 606, 326, 842, and 718) and establish foundational SOPs for T&E, Fixed Assets, Prepaid Expenses, Accruals, Sales Tax, and Revenue Reconciliation. • System & Integration Optimization: Serve as the functional accounting lead for our tech stack (e.g., Ramp, QBO, Subscript), driving automation and integrations to reduce time to close while maintaining a high degree of accuracy. • Operational Architecture: Design and implement internal controls and standard operating procedures (SOPs) that ensure the accounting function can scale with company growth. • Process Oversight: Supervise sub-ledger processes, including payroll, fixed assets, prepaid expenses, and vendor coding, to ensure data integrity and minimize reporting errors. • Audit Management: Act as the primary point of contact for external auditors; own the PBC list, manage timelines, and ensure a rigorous, clean audit trail. • Tax Administration: Create and oversee the Company’s Tax Calendar to ensure the timely filing of Sales, Property, Income, and Franchise taxes; review monthly sales-tax filings for state-level compliance. • Strategic Transitions: Partner cross-functionally with RevOps to lead the mid-term transition of the end-to-end sales commission process into the Finance organization.

• Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, and IT) within our mid-market accounts. • Deliver Consultative Solutions: Provide great customer service, product assistance, training, and tailored, consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business. • Drive Engagement: Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs). • Collaborate Cross-Functionally: Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your clients. • Advocate for Clients: Understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction. • Manage Renewals: Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter. • Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within your accounts and assist in closing new business or pilots. • Ensure Seamless Onboarding: Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients. • Become a Product Expert: Develop deep product expertise, staying up-to-date on the latest features and functionality. • Lead Strategic Meetings: Plan and lead in-person client meetings to expand our footprint, foster end-user adoption, and mitigate churn. • Develop Account Strategies: Create and execute a comprehensive strategic plan for each customer. This plan will outline all global teams' and business units' goals and objectives, associated timelines, an expansion blueprint for leveraging all modules, and your tactics for engaging the entire user base. These plans will also include documented product requests/challenges and their status updates. • Track Key Metrics: Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOs). • Contribute to Team Goals: Undertake any other tasks that may be assigned to help the company meet its goals.