• 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.

• Assist with month-end close, including preparation and posting of journal entries. • Perform Loan Revenue Reconciliation to ensure accurate financial reporting. • Allocate invoices to appropriate cost centers with a high degree of precision. • Manage and manipulate large data sets for review and upload. • Upload financial and operational data into Loan Vision. • Reconcile discrepancies between NetSuite and Loan Vision. • Review accounting data for completeness, accuracy, and compliance with internal policies. • Provide general support for basic accounting functions, including GL support, data entry, and documentation. • Support internal and external audit requests as needed.

• Reports to the Assistant Manager, Accounting and supports the finance team in its daily operations including transaction processing. • Communicating with customers and internal personnel. • Managing administrative tasks to ensure the department runs smoothly. • Assist in the tax removal process by adjusting invoices and preparing refund information. • Prepare month end reconciliations during our monthly close process. • Perform other finance operational duties as assigned and assist in backing up teammates.

• Lead revenue accounting close activities, including the review of journal entries, balance sheet reconciliations, and flux analyses for month-end, quarter-end, and year-end close processes • Review and assess sales contracts for appropriate revenue recognition under ASC 606, performing research & documenting conclusions, as needed • Collaborate with the upstream operational teams on improving revenue recognition processes & ensuring system accuracy • Collaborate cross-functionally to support company-wide initiatives by informing and educating business partners on revenue accounting concepts and requirements for revenue recognition • Support the quarterly and year-end inquiries, requests, and activities originating from our internal and external auditors • Maintain a focus on continuous process improvement by identifying opportunities for efficiency and implementing time/resource saving solutions • Manage performance and ensure ongoing development of staff • Execute special projects as needed