• Ensure contractual obligations to clients including time worked and deliverables are met • Communicate regularly, proactively, and effectively with leadership, internal staff, prospects, and clients • Identify additional client needs, and offer solution based services • Maintain strict client, company, and staff confidentiality • Accurate timekeeping of both billable and non-billable work • Year-End Collaboration with CPA • Year-End Financial Reporting • Production vs Income Reporting • Due Diligence/Pro Forma Reporting • Expense Analysis • General Ledger Review • Comprehensive Sales and Production Reports • Producer Commission Management • Trust Banking Management • Trending P&L Statements • Budgeting • Carrier volume management

• Oversee all fiscal operations, ensuring compliance with Canadian and international financial regulations. • Supervise accounting functions, including accounts payable, accounts receivable, and general ledger. • Prepare and analyze financial statements, ensuring accuracy and compliance with accounting standards. • Conduct financial analysis and due diligence for potential M&A opportunities. • Work closely with leadership to assess the financial and strategic fit of potential acquisitions. • Prepare and file corporate income and sales tax returns for both Canadian and U.S. operations. • Stay current with international tax laws to ensure compliance with all relevant tax policies. • Oversee QuickBooks Online (QBO) management for accurate financial reporting and bookkeeping. • Ensure the integrity and accuracy of all financial data within the system. • Manage cash flow to maintain the financial stability of the organization. • Develop and maintain profit and loss (P&L) statements and cash flow forecasts to inform decision-making.

• The Senior Manager of FP&A helps transform the support we provide our business functions • Reporting to the VP of FP&A • Work closely with senior leadership and operational teams • Perform financial analysis to support leadership's strategic decision making • Deliver analytics to drive short-term and long-term financial value • Identify, quantify, and recommend responses to business risks and opportunities • Build, manage, and streamline company-wide financial reporting and forecasting models • Provide regular financial performance and variance analytics reporting • Produce an Annual Operating Plan as a comprehensive projection of budgets, timelines, and KPIs • Maintain a Long Range Model aligned with mission for long-term strategy and investment • Serve as a strategic partner with peers to support and improve business processes and initiatives

• Support and scale our go-to-market motion through strong financial analysis, pricing governance, and cross-functional partnership. • Review and structure sales deals to ensure compliance with pricing, discounting, revenue recognition, and contracting policies, providing guidance that optimizes revenue, mitigates risk, and supports forward deal momentum. • Support pricing and deal analysis by building and maintaining pricing workbooks and spreadsheets, validating deal economics, evaluating ROI considerations where applicable, and ensuring accuracy across quotes, order forms, and related deal terms for strategic customers. • Provide end-to-end deal desk support from quote to signature, including quote building, pricing and order form approvals, coordination of non-standard language requests, contract execution, opportunity closure, and ensuring pricing and commercial details are accurately captured across systems. • Partner cross-functionally with Sales, Customer Success, Finance, Legal, and others to streamline the deal process, resolve deal blockers, and deliver timely, high-quality support. • Drive continuous improvement through financial analysis by monitoring go-to-market performance and pricing trends, identifying opportunities to strengthen commercial economics and execution efficiency, and partnering with GTM teams to ensure alignment with financial policies and objectives.