• Ownership of Aero Fulfillment P&L including pacing, financial reporting, and analytics. • Analyze data for reasonableness; review variances by considering sources, current business activities and historical trends • Bring detailed visibility into the fulfillment P&L, providing analytics on various key metrics, and identify the gaps and opportunities to meet the quarterly and annual targets • Ownership of global transfer pricing analytics and reporting impacts • Set standard costs for new and used material (annual and as needed); track inflation / deflation; global communication of impacts • Monthly and quarterly closing activities, including account reconciliation preparation and/or review • Actively coordinate and construct Aero Fulfilment P&L view for forecasting sessions (MOR, Early Read, Budget), consolidating global Fulfilment P&L construct. • Drive issue resolution via collaboration with region finance teams, IT and controllership. • Champion simplification and standardization efforts driving towards lean monthly close • Leadership of MSP (Managed Service Provider) activities • Drive and advocate Aero Services Lean projects, identify automation and process improvement opportunities. • Lead/Support new business initiatives and projects

• Oversee all financial, accounting, treasury, regulatory reporting, and operational finance functions while ensuring strict compliance with Brazilian banking regulations and emerging crypto regulatory frameworks. • Lead the company’s financial strategy, planning, budgeting, forecasting, and performance management processes. • Oversee controllership, accounting, and financial reporting, ensuring accuracy, timeliness, and compliance with applicable accounting and regulatory standards. • Act as the primary financial counterpart for regulators, ensure compliance with financial and prudential reporting requirements established by the Banco Central do Brasil (BCB) and other applicable authorities. • Lead treasury, liquidity management, cash positioning, and banking relationships, ensuring the institution maintains financial resilience and operational stability. • Oversee the financial governance of fiat payment operations, including key payment infrastructure such as PIX, bank transfers, payment processors, and banking partners, ensuring appropriate reconciliation control. • Oversee financial operations related to digital assets, including wallets, custodial balances, blockchain reconciliations, and crypto treasury activities, ensuring accurate accounting treatment, visibility over on-chain transactions, and proper integration into financial reporting and internal controls. • Monitor capital adequacy, balance sheet efficiency, and financial performance to support both growth and regulatory compliance. • Monitor tax compliance and possess strong knowledge of tax legislation to validate tax obligations and support effective tax planning strategies. • Strengthen internal controls, financial governance, and audit readiness across the finance function. • Partner closely with Compliance, Risk, Legal, Operations, Product, and Engineering to ensure the company’s growth and innovation agenda is supported by strong financial foundations and sound governance.

• Own end-to-end GTM forecasting across pipeline, bookings, ARR, renewals, and regional/segment performance • Partner with Sales, Marketing, and RevOps to develop bottom-up forecasts supporting quarterly and annual planning • Build and maintain sales capacity models including headcount, quotas, ramp, and productivity assumptions • Support the expense planning process underpinning the GTM organizations, including headcount, non-headcount, and marketing program spend • Analyze GTM performance across ARR growth, pipeline coverage, win rates, deal velocity, CAC, LTV, and sales efficiency • Deliver actionable insights and recommendations to GTM leadership • Explain variances between actuals, forecast, and plan, with clear business drivers • Support initiatives such as pricing and packaging changes, new market entry, partner programs, and compensation plans • Lead scenario modeling and sensitivity analysis to inform executive decisions • Partner cross-functionally to assess ROI on GTM programs and investments • Develop executive-ready dashboards, models, and presentations for leadership and board audiences • Translate complex data into clear narratives for non-finance stakeholders • Improve forecasting accuracy, reporting efficiency, and data integrity across CRM and financial systems

Role Description AAF Wealth Management is seeking a driven, relationship-focused Wealth Advisor to join our team in a unique advisor-to-lead transition role. This is not your typical advisory position. You’ll partner closely with firm leadership while developing into a lead advisor—building deep client relationships, delivering holistic financial planning, and growing your own book of business over time. If you’re entrepreneurial, client-focused, and passionate about integrated financial and tax planning, this is an opportunity to build both your expertise and your long-term career. What You’ll Do - Learn & Integrate - Partner with senior advisors to learn planning philosophy, client strategies, and service approach - Support client meetings, financial plan preparation, and ongoing client communication - Build expertise in tax-aware financial planning in collaboration with our tax professionals - Grow into a Trusted Advisor - Take an active role in client meetings and begin co-managing relationships - Develop and present planning strategies, with a strong focus on tax efficiency - Build relationships with clients and their families - Step into Leadership - Lead client relationships and meetings with confidence - Advise on complex planning topics including wealth transfer, charitable giving, and retirement strategies - Drive business development through referrals, networking, and new client acquisition What Makes This Role Different - Clear path to lead advisor responsibilities - Mentorship from experienced firm leadership - Integrated tax + wealth planning approach - Opportunity to grow your own client base while supporting an established practice - Collaborative, client-first culture Qualifications - CFP® designation (required) - 5–7+ years of experience in wealth management or financial planning - Strong expertise in comprehensive financial planning (investments, retirement, estate concepts) - Interest in or experience with tax planning strategies (EA a plus) - Proven ability to build relationships and develop new business - Entrepreneurial mindset with a proactive, self-starter approach - Excellent communication skills and emotional intelligence - Experience working with high-net-worth individuals and families (preferred) - A collaborative mindset and commitment to long-term growth Benefits - Opportunity to be mentored while growing into a leadership position - Deliver meaningful, holistic financial advice - Build a thriving, relationship-driven practice over time Salary Information The salary range for this position is $125,000 - $175,000 per year, not inclusive of bonus potential. This range reflects a broad set of factors considered in compensation decisions, including skills, experience, training, certifications, and overall business needs. Company Description AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.