We are looking for a Director, Investment Services, to join our national sales organization as part of our North Carolina team. Our firm offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels of our organization. This role is a remote work from home position preferably based in East-Central North Carolina (Raleigh Area). Relocation is not provided.    In this role, you will lead the full sales cycle—from identifying and engaging prospective clients to contract negotiations (where applicable) and relationship management. You will be instrumental in expanding our business and maintaining robust relationships with institutional investors by presenting North Carolina CLASS’s offerings and providing innovative client education on market events and investment opportunities. This role requires considerable travel throughout the state of North Carolina. Duties/Responsibilities: - Business Development: Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.  - Client Engagement: Provide comprehensive services including public funds investment, client education, presentations, reporting, and regular meetings.  - Presentations: Deliver knowledgeable presentations to Councils, Boards, and investment committees about North Carolina CLASS and related offerings.  - Collaboration: Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.  - Market Participation: Represent the firm at local industry conferences and associations to enhance visibility and engagement.  - Policy Advisory: Evaluate and advise on client investment policies.  - Client Education: Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.  - Documentation: Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).  - Other Duties: Perform additional responsibilities as assigned.  Required Skills/Abilities: - Sales & Relationship Management: 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.  - Industry Knowledge: Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.  - Self-Motivation: Demonstrated success in business development and a track record of securing long sales cycle investment management mandates.  - Strategic Thinking: Ability to see beyond day-to-day tasks and develop long-term strategies for growth.  - Presentation Skills: Exceptional client-facing and presentation abilities with high investment acumen.  - Project Management: Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.  - Analytical Skills: Robust quantitative, problem-solving, and analytical capabilities.  - Technical Proficiency: Strong working knowledge of MS Office applications and related technologies; prior experience managing customer data within a CRM environment is preferred.  - Integrity: Unwavering integrity and the ability to instill confidence in clients and colleagues.  Education and Experience: - Experience: Prior experience servicing local governments in North Carolina is preferred.  - Degree: Bachelor’s degree required.  - Licensing: Current Series 7, 63 & 50 licenses or willingness to obtain is required.  Physical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs.

Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at www.kapitus.com/careers All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus’ recruiting process in general should email recruiting@kapitus.com The Financial Planning & Analysis (FP&A) team, part of the broader Strategy & Finance function, is responsible for engaging business leaders to drive short- and long-term budgeting, forecasting, and financial reporting. Reporting to the VP of Strategic Finance, the Director, FP&A will own the FP&A function end-to-end, with a primary focus on designing and scaling processes, implementing modern planning tools (such as Anaplan), and building a high-performing team that operates with public-company rigor in a PE-backed private-company environment. You will be accountable for our company-wide planning cadence, forecasting methodologies, and management reporting framework, ensuring they are robust enough to support a complex financial services business that is “public ready.” You will partner closely with senior executives across the organization to drive operating leverage, optimize unit economics, and proactively identify financial and operational risks and opportunities. The ideal candidate brings financial services experience and has helped build or transform FP&A at a high-growth and/or public company, including exposure to public-company–style processes, controls, and reporting expectations. What you will do: People & Team Leadership - Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management - Define and communicate the vision, mandate, and operating model for FP&A in a “public ready” environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders - Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs - Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team - Inspire and create a motivating environment through coaching, mentoring, and enablement - Provide opportunities to participate in both formal and informal developmental activities - Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results - Lead hiring, performance management, compensation, and evaluation of team members - Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs Process & Financial Oversight - Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks - Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations) - Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms - Additionally, lead the evaluation of ways to integrate AI tools to augment variance analyses, commentary generation, and set reporting - Standardize KPIs, dashboards, and reporting packages used across the business, ensuring consistency between internal management reporting and external-facing metrics (where applicable) - Build and refine forecasting methodologies (e.g., driver-based, cohort, portfolio/credit, and revenue models) appropriate for a high-growth financial services company Financial Analysis & Executive Communication - Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives - Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives - Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies) - Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan - Support audit, due diligence, and external stakeholder requests (e.g., lenders, rating agencies, or potential investors) with the level of quality and control expected of a public company, while the company remains private - Design and maintain planning and reporting that capture the nuances of financial services products, including revenue recognition, loss/credit dynamics, funding costs, liquidity, and capital efficiency - Drive continuous improvement in unit economics and operating leverage, identifying and executing on levers for margin expansion and expense optimization - Contribute to strategic initiatives including new product launches, geographic or segment expansion, and potential M&A or strategic partnerships, by owning the financial modeling and performance outlooks - Additional responsibilities as requested by management. What we’re looking for: - Bachelor’s Degree required; MBA or advanced finance certification (e.g., CFA or FPAC) preferred - 8–10+ years of progressive experience in FP&A, corporate finance, investment banking, and/or management consulting, with a substantial portion in financial services (required) - Demonstrated experience building, scaling, or transforming FP&A capabilities at a high-growth and/or public company, ideally including: - Ownership of budgeting, forecasting, and management reporting processes - Exposure to public-company–style controls, calendar discipline, and Board/Executive reporting - Proven track record of owning and improving core FP&A processes in a way that makes a private company effectively “public ready” (e.g., governance, documentation, auditability, repeatability) - Hands-on experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms - Demonstrated experience leveraging AI and machine learning tools to enhance FP&A capabilities, including but not limited to forecasting accuracy, anomaly detection, scenario modeling, and the automation of routine analytical tasks. A strong desire to continue developing these skills and driving AI adoption across the finance function is required - Expert-level financial modeling and analytical skills, with the ability to both build and review complex models (revenue, expense, cohort, portfolio/credit, and cash flow) - Exceptional communication skills and executive presence, with a demonstrated ability to influence senior stakeholders and simplify complex concepts for non-finance audiences - Strong leadership skills with a successful track record of building, developing, and retaining high-performing FP&A teams - High degree of organization, attention to detail, and ownership in a fast-paced, evolving environment Kapitus Total Rewards Package Includes: - Competitive Base Salary Range of $121,700-$195,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience. - Annual Incentive Compensation Eligibility – Up to 15% annually - Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. - 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. - Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. - Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. - LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: - Pet and car insurance discounts. - Financial services such as LegalShield. - Relaxation and stress management tools, including a fully covered annual subscription to The Calm App. - Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. - Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. - Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities. - Paid Time Off and Sick Time - Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

• Develop financial studies including projections, returns, and risk analysis; • Prepare and analyze cash flow using both direct and indirect methods, identifying variances and proposing working capital optimization strategies; • Prepare budgets and financial forecasts; • Execute fixed-income investments and perform portfolio analysis, focusing on optimizing liquidity and returns; • Develop and maintain complex financial models for projections, performance analysis, and strategic decision support; • Create clear, concise executive presentations, translating numbers and metrics into actionable insights; • Collaborate with cross-functional teams to prepare budgets and financial forecasts, ensuring accuracy and feasibility of projections; • Conduct research on historical financial data; • Perform other related duties of comparable complexity as required by immediate leadership;

• Maintain and support PBP’s remote work infrastructure, including Google Workspace, Asana, Harvest, Rippling, Zoom, and other organizational platforms. • Administer requests for supplies and equipment and manage renewals of subscriptions and licenses essential to the organization. • Support the evaluation, refinement, and implementation of operational and financial systems, including time tracking, expense workflows, contract management, project management tools, and system integrations. • Lead general IT and equipment tracking and coordination with vendors, as needed. • Coordinate accounts payable processes by collecting invoices, verifying approvals and budget alignment, and preparing documentation for entry into financial systems in coordination with the Director of Finance. • Serve as the primary administrator for time and expense tracking systems (Harvest), ensuring accuracy, compliance, and timely submissions. • Produce monthly, quarterly, and annual labor allocation and timekeeping reports to support budgeting, capacity planning, and grant compliance. • Support payroll coordination through Rippling by validating timesheets, stipends, and PTO balances and serving as the first point of contact for payroll-related inquiries (excluding payroll processing and final approval). • Support invoice submissions to cities, funders, and partners and maintain organized documentation for audit and compliance purposes. • Maintain contract trackers and support external agreement workflows with partners, vendors, and consultants. • Support hiring processes by updating and maintaining applicant tracking systems. • Coordinate job postings and recruitment logistics in collaboration with hiring committees. • Coordinate onboarding and offboarding processes, including systems access, documentation, and internal account setup. • With the Director of Finance, coordinate the annual performance review process and related documentation. • Support the maintenance and administration of Rippling HR systems, serving as liaison between staff and Rippling support as needed. • Collaborate with staff and leadership to support annual organizational goals and operational priorities. • Manage timelines, workflows, and deliverables for cross-functional operational and systems projects using Asana or similar tools. • Coordinate logistics for internal meetings, retreats, convenings, conferences, and organizational events. • Maintain and update standard operating procedures (SOPs) related to operations, finance-adjacent workflows, and compliance. • Participate in organization-wide meetings and learning activities, contributing to continuous improvement and staff capacity building.