• Review the organization's general ledger daily, ensuring accurate and timely recording of financial transactions. • Review and reconcile bank statements, general ledger accounts, and other financial records monthly. • Prepare event related invoices and reconcile all events to agree between accounting and advancement records. • Ensure the ongoing monitoring of accounts receivable and follow up with advancement team for outstanding payments. • Partner with Development Operations Team on gift processing and reconciliations with SalesForce, the donor database and Classy, our online fundraising platform. • Responsible for payroll functions including management of the 403B retirement plan, per payroll adjustments and PT staff hours entry. • Work with CFO and FP&A Manager on the preparation and analysis of financial statements, including income statements and balance sheets. • Assist with the investment portfolio including; entering monthly investment transactions for CFO’s review and attending quarterly Investment Committee meetings. • Monitor LRA Finance information on Intranet and update as needed. • Collaborate with the CFO, Executive team, program staff, and FP&A Manager with the development of the organization’s annual budget. • Provide oversight, guidance, and support to the FP&A Manager in the annual budgeting process, including liaising with department managers. • Work with budget managers on recommendations for staff salary allocations and record payroll each pay period accordingly. • Assist the CFO with monthly Cash Flow projections. • Develop proactive solutions and bring new ideas to improve organizational performance and governance. • Support CFO in leading Finance Team to ensure compliance with Generally Accepted Accounting Principles (GAAP), relevant accounting standards, and regulations specific to non-profit organizations. • Lead financial audit preparation and field work. • Responsible for state charitable registrations and other regulatory filings to keep nonprofit status for LRA. • Support CFO in the preparation of schedules and reports for the annual Form 990 preparation. • Prepare and submit various financial reports and other documentation to regulatory authorities, donors, and funding agencies. • Work with programs and advancement staff to prepare funder-required financial reports and related invoices. • Review 1099’s with Accounts Payable team and process timely. • Maintain accurate records of grants and restricted funds, ensuring proper allocation and utilization with tracking for audit purposes. • Serve as the deputy to CFO, leading finance team to ensure all routine activities including data entry, preparing invoices & deposits, etc. are carried out as required • Collaborate with cross-functional teams to provide financial expertise and guidance. • With CFO, lead the development and implementation of organizational financial policies, procedures, and internal controls. • Support the growth and development of the team including setting goals and performance expectations, monitoring, feedback, and annual performance reviews for direct reports.

• Provides financial and strategic guidance to AV. • Provides leadership in accounting, financial reporting, finance operations, and fund administration. • Collaborate with the Director of Finance, AV, to oversee all aspects of annual, quarterly, and monthly financial reporting, including portfolio valuation and analysis. • Collaborate with the Director of Finance, AV, to oversee the annual external audit and tax return preparation processes. • Oversee all finance-related materials for the AV Board of Managers meetings and committees, as well as AV-related updates for Ascension and other limited partners. • Develop and present management reports to the AV team and Board of Managers, including performance metrics and industry benchmarks. • Assist in the investment closing process. • Coordinate execution of deal documents and funding of investments. • Partner with the AV investment team to understand portfolio company and pipeline opportunity businesses, performance, developments, challenges, and capital needs. • Responds to adhoc information and data requests from Ascension and other LPs. • Supports AV Senior Managing Director, Firm Lead, and Chief Administrative Officer with fund administration and fundraising. • Stays abreast of industry standards and practices to continually improve AV processes and reporting. • Performs a variety of special projects.

• Own and maintain protocols related to financial operations, ensuring accuracy, consistency, and scalability as the company grows • Spend approximately 50% of your time on Accounts Receivable, partnering closely with the Accounts Receivable Manager to track outstanding balances and follow up with customers to ensure timely payment • Communicate directly with customers and vendors regarding invoices, payment status, billing questions, and resolutions • Manage Accounts Payable, including tracking vendor invoices, obtaining internal stakeholder approvals, and ensuring timely and accurate payments • Coordinate contract renewals by tracking upcoming renewal dates and partnering with business stakeholders to ensure contracts are canceled, renewed, or renegotiated on time • Manage intake of new vendors, ensuring billing information is collected, approval workflows are established, and documentation is properly maintained • Oversee all tax-related activities, including corporate taxes and sales taxes, in partnership with our external financial firm and fractional CFO • Review and approve employee expense reports and help maintain and enforce the policies that govern employee spending • Assist our external financial firm and fractional CFO with accounting-related responsibilities, reconciliations, reporting, audits, and ad hoc requests • Identify opportunities to improve financial workflows, controls, and systems as the company scales

Role Description We are looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure. In this high-visibility role, you will go beyond traditional reporting to act as a strategic partner to our GTM, R&D, and Operations leaders. You will not only track the numbers but also define how we track them—bridging the gap between our CRM (Salesforce) and Finance systems to ensure data integrity. If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you. Key Responsibilities - Strategic Planning & Metric Architecture - KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support. - Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity. - FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data. - GTM Operations & Deal Desk Partnership - Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure. - Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets. - Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making. - Systems, Data Governance & Process Improvement - CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools). - Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting. - Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks. Qualifications - 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies. - Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred. Requirements - Advanced proficiency in Excel (complex modeling) is required. - Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential. - Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus. - Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus. - Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). - Strong communication skills and excellent writing skills. - Strong team collaborator, self-driven and motivated. Benefits - Base Salary Range: CAN 80K to 120K per year - Equity