**What You'll Do** **Financial Operations & Bookkeeping** - Manage full-cycle accounts payable and accounts receivable - Process and track invoices, payments, and vendor relationships - Reconcile bank accounts, credit cards, and payment processor accounts (Shopify, PayPal, Stripe, etc.) - Maintain accurate and up-to-date financial records in accounting software - Ensure timely payment of all business obligations including vendors, contractors, and service providers **Budgeting & Financial Planning** - Develop and maintain monthly and annual budgets - Monitor actual spending against budgets and flag variances - Forecast cash flow needs and provide recommendations for financial planning - Track and analyze cost of goods sold (COGS), marketing spend, and operational expenses **Financial Reporting & Analysis** - Prepare monthly financial reports including profit & loss statements, balance sheets, and cash flow statements - Provide clear, actionable insights on financial performance to leadership - Track key financial metrics relevant to DTC e-commerce (customer acquisition cost, average order value, margins, etc.) - Support year-end tax preparation by maintaining organized records and documentation **Compliance & Best Practices** - Ensure compliance with relevant tax obligations and filing deadlines - Maintain organized financial documentation for audit readiness - Implement and refine financial processes and systems as the business grows - Coordinate with external accountants or tax professionals as needed

• Oversee all accounting and financial reporting for non-profit entities, ensuring accuracy and compliance with GAAP and regulatory requirements • Establish and maintain internal controls and safeguards for financial transactions • Coordinate all financial audit activities • Prepare internal financial statements, business activity reports, and financial position forecasts • Manage all tax compliance requirements, including state and federal registrations, tax filings and tax reporting • Advises senior leadership on organization's financial position and processes, along with issues and developments in accounting • Foster an environment of continuous improvement, establishing financial and administrative systems to support the organization’s operations • Communicate effectively with staff throughout the organization, leading the department to promote a positive, supportive and customer oriented environment • Maintains current knowledge of organizational policies and procedures, federal and state regulations, and current GAAP accounting standards

• Manage and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entities • Oversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returns • Prepare financial compilations on a monthly, quarterly, or annual basis based on client needs • Identify and address material misstatements, inconsistencies, and risks in financial reports • Provide advisory and financial consulting services to clients, leveraging industry expertise • Prepare engagement budgets and monitor performance to ensure efficient use of resources • Foster and develop meaningful client relationships to ensure expectations are clearly defined and met • Conduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team members • Research complex accounting issues and present recommendations with supporting documentation • Communicate effectively with team members and clients to address project statuses and financial concerns • Participate in training programs and independent learning to maintain and expand technical knowledge • Demonstrate time management skills to prioritize engagements and ensure timely delivery of work • Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership • Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

• Own day-to-day management of Federato’s Accounting operations. • Own and manage all financial compliance-related functions, including payroll, procurement, billing, collections, tax, treasury, and audit, ensuring adherence to evolving standards. • Partner cross-functionally with teams like Sales, Customer Success, and RevOps to proactively support contract structure, billing, and revenue processes with clarity and foresight. • Identify opportunities to streamline finance workflows through tooling or AI-powered solutions, bringing a systems-minded approach to scale. • Leverage and adapt financial systems such as QBO, Anrok, BILL, and others with openness to exploring new tools or building lightweight internal applications to reduce manual work and increase efficiency. • Maintain audit readiness and ongoing compliance with evolving US GAAP, tax, and jurisdictional standards, helping ensure financial integrity and operational clarity. Prepare and review financial reports, including statutory filings. • Contribute to strategic initiatives, including tooling evaluations like Snowflake or Databricks to support thoughtful, data-informed decision-making. • Foster a culture of curiosity and continuous learning, surfacing insights from customer and transactional data, identifying trends, and collaborating on solutions that help move the business forward. • Collaborate closely with the VP of Finance and cross-functional teams to drive finance transformation, focusing on improving workflows, implementing systems, and adhering to compliance standards.