• Manage full-cycle accounting operations including AP, AR, general ledger, and monthly reconciliations • Oversee payroll processing and benefits administration through JustWorks, coordinating with HR on employee lifecycle • Manage vendor relationships, cash flow across multiple funding streams, and serve as primary contact for our external bookkeeping firm • Ensure compliance with GAAP and nonprofit accounting standards • Lead monthly close process and prepare timely, accurate financial statements for Director of Finance review • Create financial reports for leadership, board, and donors, including budget-to-actual variance analysis • Develop and maintain reporting templates and dashboards to support decision-making • Lead annual audit process as primary contact with external auditors, preparing documentation and schedules to ensure clean audit performance • Support preparation of IRS Form 990 and other tax filings • Maintain corporate records and ensure compliance with nonprofit regulations • Track and manage restricted funding, ensuring compliance with grant terms • Prepare financial reports for foundation funders and execute grant disbursements with strong attention to detail • Partner with our development team to establish grant reporting procedures and adapt QuickBooks for grant reporting functionality • Manage QuickBooks platform and lead chart of accounts refresh • Partner with Director of Finance on financial policy updates (signature authority, internal controls, contract thresholds) • Document SOPs, strengthen internal controls, and support integration of financial systems (QuickBooks, JustWorks, Expensify, Bill.com) • Identify opportunities for process improvements and automation

• Ensure integrity of accounting processes and controls at all times. • Review current accounting and finance procedures and controls and ensure that they are sound, consistent globally and are properly followed at all times. • Confirm that all accounting and finance procedures and controls are in line with corporate guidelines and are consistent with the current regulatory environment. • Seek waivers to policy from the Chief Financial Officer when appropriate and ensure these are applied as written and reviewed/updated as needed. • Manage and track the Internal and External Audit schedule for Epredia globally. • Provide guidance to international entities regarding accounting for transactions in accordance with IFRS and seek consultation from PHC Group accounting as needed. • Development of global gross profit reporting mechanisms on a monthly, quarterly, and annual basis • Development and tracking of site level financial key performance indicators and cost savings initiatives • Respond to specific and ad hoc requests for information from ELT, Epredia and PHC Group teams. • Assist in developing and tracking action plans to meet business objectives. • Direct and manage the Annual Operating Plan process across the manufacturing sites in conjunction with the FP&A team. • Provide analytics to ELT so that informed decisions can be made. • Prepare monthly and quarterly forecasts to project gross margin performance based on commercial inputs. • Explain deviations to Business Plan/forecast and actions to be taken to ensure achievement of annual targets. • Develop reliable forecasting processes that can be consistently utilized by all of the global entities/regions. • Develop and implement initiatives to constantly improve financial performance of the division. These initiatives can focus on sales growth, margin expansion (product mix, pricing, sourcing), cost savings, productivity improvements, training, supply chain efficiencies, restructuring and any other relevant areas of the business. • Track and drive initiatives and associated results on an ongoing basis. • Determine Capital Investment strategies (fixed assets, inventory, accounts receivable, business acquisitions or start-ups, etc) and prepare financial justification and implementation plans as needed. • Follow company policy to obtain necessary approvals and execute plan. • Work with site management (operations leaders, site controllers) on budget/forecasting exercises, ensure changes are continuously updated in financial projections.

Role Description We are looking for a Controller who can lead financial operations and drive strategic financial decision-making to ensure operational excellence and compliance as we scale our organization. You’ll be collaborating cross-functionally with senior leadership and operational teams as we achieve our ambitious growth goals. This is an amazing opportunity for you to own transformational change and develop your leadership capabilities as we set new standards in innovation and efficiency. This opportunity is ideal for a finance professional who thrives in a fast-paced environment and has experience in private equity-backed or SaaS organizations. The successful candidate will bring a blend of technical accounting expertise, operational efficiency, and a forward-thinking approach to contribute to the company's continued success. If this sounds like you, we’d love to hear from you! Responsibilities - Build and maintain short-term and long-term financial models containing actuals and forecasts for all three financial statements. - Drive an efficient and accurate monthly close process and quarterly financial reporting – including identifying opportunities to accelerate close calendars, improve automation, and streamline processes. - Ensure all financial information is accurately reflected in the general ledger in compliance with GAAP. - Drive a performance culture with the team in account analyses, reconciliations, and process and automation improvements. - Consult with internal business partners on complex transactions to ensure proper accounting and reporting treatment. - Providing financial accounting, reporting, procedural, and internal control guidance to the team. - Adhere to all internal policies, audit procedures, and regulations to ensure full compliance exists. - Partner with FP&A and other business owners to provide insight into actual financial results to inform forecasts and routine plan of records. - Lead interim and year-end support for external and internal auditors as needed. - Cultivate an environment that encourages maximum productivity and service effectiveness, personal growth and development, open communications, and teamwork with team members. Qualifications - Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent preferred. Big 4 audit experience is a plus. - Proven experience in a Controller role or equivalent leadership position in finance. - Demonstrated ability to build for scale and complexity. - Strong interpersonal communication and negotiation skills with an ability to establish credibility based on expertise within the organization. - Ability to effectively present information to various levels of an organization. - Excellent technical accounting and financial reporting skills; well-grounded in GAAP. - Ability to thrive under tight deadlines and high-pressure situations. - Attention to detail and excellent problem-solving and analytical skills. - Experience in working with an ERP system (NetSuite preferred), including successfully enhancing and streamlining processes. Benefits - Competitive salary - An outstanding collaborative work environment - Great benefits package (401k Match, Cigna for health, vision, dental, PTO, Paid Holidays) - We are not sponsoring visas at this time.

Role Description IAIP is seeking a Finance Manager to oversee the organization's financial health, develop revenue strategies, and manage donor relations. You will collaborate with multiple teams to ensure transparent financial reporting, solid budgeting, and successful campaign execution. Key Responsibilities - Financial Tracking & Reporting - Record and analyze all revenue streams (memberships, donations, course sales, sponsorships). - Create dashboards to track financial metrics (e.g., renewal rates, monthly revenue). - Prepare financial statements, manage budgets, and forecast cash flow. - Campaign & Revenue Strategy - Partner with Marketing & Communications on targeted campaigns (membership drives, donations, sponsorships, course launches). - Work closely with the Operations Manager to align membership pricing and event fees with financial objectives. - Membership & Donor Relations - Develop membership benefit packages (tiered perks, exclusive content) to drive signups and renewals. - Implement donor engagement strategies (thank-you letters, recognition programs) to foster loyalty. - Compliance & Governance - Ensure compliance with nonprofit regulations and international financial requirements (if applicable). - Maintain documentation for audits and board reporting. Qualifications - Bachelor's degree in finance, accounting, or related field (nonprofit financial management experience preferred). - 3+ years of experience in financial analysis, budget management, or fundraising within the nonprofit sector. - Strong analytical skills and proficiency with accounting tools (e.g., QuickBooks, Xero) and Excel/Google Sheets. - Familiarity with Stripe, PayPal, or other payment gateways.