• Design a modular, service-driven financial platform—billing, license management, and accounting—that can evolve with the business. • Define and execute pragmatic migration strategies that move us from a fragile monolith to a modern stack—without breaking existing operations. • Own the architecture for invoicing, payments, reconciliations, and revenue recognition that must be precise, reliable, and auditable. • Architect integrations with ERP, payment gateways, and accounting platforms (NetSuite, QuickBooks, Stripe, Zuora, Chargebee, etc.). • Engineer for consistency, reconciliation, and historical accuracy across complex transactional systems. • Drive observability, performance, and security across all financial services. • Work directly with Finance, Product, and Operations to ensure technology aligns with compliance, business velocity, and customer impact. • Takes on additional responsibilities and projects as needed to support the success of the team and organization.

• Data collection, validation, and analysis across company-wide financial and business metrics • Automation and maintenance of regular management reporting • Preparation of forecasts and recommendations for key financial indicators • Budget control and cost efficiency analysis • Detection and investigation of financial and business anomalies • Support of related departments with data-driven insights (marketing efficiency, unit economics, client metrics) • Evaluation and improvement of internal business and financial processes • Participation in planning cycles and management reporting to senior stakeholders

• Act as a peer to hiring managers in Finance and Accounting, advising on market maps, compensation benchmarks, and talent availability. • Proactively hunt passive talent within Tier-1 banks and PE shops. • Lead complex compensation negotiations and explain the value of RSUs to candidates. • Build and refine interview loops for finance professionals. • Manage the entire candidate lifecycle, ensuring a white-glove experience for candidates.

• Lead strategic financial planning and analysis to guide executive decision-making and ensure long-term organizational stability. • Oversee budgeting and financial reporting processes to deliver accurate results that drive performance and accountability. • Strengthen compliance and risk management practices to safeguard organizational integrity and financial stability. • Serve as the primary financial advisor and liaison to the Board Finance Committee, providing clarity, insight, and strategic guidance. • Provide forward-looking financial modeling and scenario analysis to guide organizational decision-making. • Advise on new initiatives, regulatory considerations, and enterprise risk. • Lead financial administration, budgeting, forecasting, reporting, and regulatory compliance. • Ensure financial systems and processes adhere to GAAP and best-practice standards. • Strengthen financial controls, policies, and risk mitigation strategies. • Optimize banking, investment, and cash-management relationships. • Oversee audits, including general ledger and 403(b) audits. • Present monthly financial reports to the Finance Committee and quarterly reports to the Board of Directors. • Manage the Director of Accounting & Finance and oversee the finance department. • Build a high-performing finance team grounded in accountability, integrity, and service.