• Own and maintain revenue accounting policies under ASC 606 in partnership with Technical Accounting • Lead the monthly revenue close process, including journal entries, revenue analysis, and review of commission calculations • Analyze billing and revenue activity to identify discrepancies, customer billing issues, or operational risks and ensure timely resolution • Serve as Accounting’s lead partner on cross-functional initiatives with Product, Engineering, and Business Systems, particularly related to our self-serve payments business • Support new product launches, customer migrations, and related reporting and revenue processes • Design scalable reconciliation processes and improve ledger maintenance and financial accuracy • Partner with Finance & Strategy to provide insight into revenue trends and support forecasting • Prepare and review revenue-related materials for external audits and SOX compliance • Identify process inefficiencies and drive improvements through automation, systems enhancements, and better workflows

• Internal Tasks: Company and Departmental team meetings • Internal email and Slack correspondence • Skill development reading • Daily task planning • Task-by-task time tracking • Senior Trust Accounting functions: People, Training the team on new or complex processes, Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager. • Process: Function as “first in line” to understand new functions, define the process and train the team to carry out the new process . Ensure timely completion of all assigned client tasks.Ongoing process improvement. • Client relationships: Lead and participate in new client onboardings, Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient, Lead and participate in client meetings to discuss accounting and service related questions, Client email correspondence, Create and maintain client communication protocols. • We have some communication cadences that need to be formalized, such as: ProfitCoach Retreat communications, Holiday Hour reminders, PTO heads up, Start of service onboarding protocol. • Management of client relationship, including setting and maintaining expectations, Overseeing issue resolution alongside Trust Department Manager, Maintaining 'ADEPT Communication' with clients: Assess the need, Detail the solution, Energize the conversation, Provide closure, Tell the truth, always. • Financials: Review and ownership of financial statements, including: Reconciliation review, Reports (owner statements, income statement, balance sheet), Other crosschecks. • Accounting functions: Bank reconciliation, Financial diagnostics, Billing, Payment processing, Owner statement processing, Security Deposit processing, Other accounting tasks.

• Build, mentor, and develop a high performing revenue accounting and accounting operations leadership team, fostering a culture of accountability, continuous improvement, and operational excellence. • Ensure revenue processes and controls are designed to scale with the company’s growth, reducing manual intervention and increasing automation over time. • Assess public company readiness of existing processes in the order-to-cash and related business cycles; devise roadmap for improvements wherever needed • Lead the development of a long-term roadmap to modernize revenue systems and reporting capabilities in partnership with Data and Business Systems teams. • Partner with Sales Operations, Sales, and Legal to provide input and thought-leadership around sales commission structuring which should promote healthy deal practices • Set DSO and DPO targets and ensure existence of adequate plans to meet them and exceed them • Serve as a strategic advisor to Sales and Legal on complex deal structuring, ensuring alignment between commercial objectives and revenue recognition requirements under US GAAP • Provide strategic advice on future global expansion of the B2B business through understanding and analysis of revenue-related data and trends; amend processes, as needed, to support our growing global operations • Collaborate with members of the FP&A team to ensure alignment in understanding for how various transactions are accounted for. • Advocate for a positive customer experience while ensuring that policies and procedures are properly followed. • Lead the team through analysis of revenue-related trends • Partner with Data and FP&A teams to solidify definitions and calculations of non-GAAP revenue-related metrics, such as ARR • Help deliver a positive employee experience for all stakeholders who interact with Revenue Accounting including Sales, Sales Operations, Legal, and others.

Position Overview: We are seeking a dynamic and detail-oriented Accounting Manager with strong accounting experience and a solid understanding of financial processes to join our finance team. The Accounting Manager will manage core functions including financial reporting, month-end close, internal controls and help scale our accounting infrastructure as we continue to grow. The ideal candidate combines strong technical accounting expertise with a hands-on, solutions-oriented approach. They thrive in fast-paced, growth-driven environments and bring a continuous improvement mindset focused on strengthening processes, enhancing reporting quality, and supporting operational leadership through sound financial stewardship. Responsibilities: - Own and manage the end-to-end monthly close process including journal entries, account reconciliations, and month-end closing procedures - Contribute to the preparation and analysis of financial statements in accordance with GAAP (Generally Accepted Accounting Principles) to ensure accurate and timely financial reporting. - Support budgeting, forecasting, and financial planning activities to align with organizational goals. - Partner with finance leadership on financial analysis, reporting, and strategic initiatives - Prepare detailed financial reports, interpret financial data, and communicate variances and insights. - Support audit and tax processes - Drive improvements in ERP systems and accounting infrastructure (NetSuite) - Lead and mentor accounting team members and coordinate with external partners Experience: - 5+ years of progressive accounting experience - 2+ years of Netsuite experience - Strong knowledge of U.S. GAAP - Bachelor's degree in Accounting (Master's a plus) - Experience in private equity-backed or high-growth companies - Demonstrated ability to lead processes and manage priorities in a dynamic environment - Strong communication skills with the ability to translate financial concepts for non-finance stakeholders - Experience in multi-entity environments strongly preferred - Experience with M&A integration or acquired company accounting strongly preferred