• Lead enterprise-level long-range financial planning, multi-year forecasting, and scenario modeling to inform strategic choices, investment pacing, and risk tradeoffs • Serve as a primary financial partner to the President and Executive Team, providing clear insight into financial performance, sustainability, and strategic options • Prepare and present financial results, forecasts, and long-term outlooks to the Board, and manage relationships with the Board’s Finance and Audit Committees • Translate complex financial information into clear narratives that support strong governance and confident decision-making • Support major strategic initiatives through rigorous financial analysis, due diligence, and “what-if” modeling • Review business results and help direct resources toward initiatives that most effectively advance mission impact and operating efficiency • Lead all finance and accounting functions, including nonprofit accounting operations, FP&A, treasury, cash management, financial controls, compliance, and financial risk management • Oversee annual and long-term budgeting processes, ensuring alignment with organizational strategy and operational realities • Oversee the development and maintenance of integrated financial models and performance metrics that support monthly and quarterly reporting, forecasting, and decision-making • Oversee the modernization of financial systems and planning processes, including a transition to the social-impact version of NetSuite and improvements to budgeting and forecasting tools to support long-term planning and decision-making • Ensure accurate, timely, and transparent financial reporting in accordance with nonprofit accounting standards • Oversee audit processes, insurance coverage, and regulatory compliance, ensuring the organization is appropriately protected as it scales domestically and internationally • Partner closely with Revenue Operations to incorporate revenue forecasts into integrated financial plans, while maintaining clear role definition and accountability • Lead and develop a team across Accounting and FP&A, fostering a culture of clarity, accountability, and excellence • Set clear priorities and expectations for the finance function that support both near-term execution and long-term planning • Coach and mentor team members, supporting professional growth and capability development • Guide the finance team through periods of transition, ensuring continuity while strengthening systems and processes over time • Build strong cross-functional partnerships while maintaining appropriate financial rigor and ownership

• Support Overall Strategic Planning: Play a critical role in the annual strategic planning process, from evaluating market opportunities to developing business cases, financial forecasts, and comprehensive strategic plans. • Drive Analyses and Track KPIs: Track and analyze key business performance metrics, uncovering areas for optimization and value creation. • Collaborate Cross-Functionally to Execute Strategies: Collaborate with executives and functional leadership to evaluate business opportunities, including new business lines, market expansion, margin optimization, and other growth initiatives. • Assist External Stakeholders and Board Reporting: Prepare materials and presentations for external audiences such as the Board of Directors, investors, and lenders.

• Own the D365 Product Strategy, including defining and maintaining the product roadmap for Microsoft Dynamics 365, ensuring alignment with Nutrafol’s operational and financial objectives as well as Unilever’s broader platform strategy. • Lead the QuickBooks-to-D365 Migration, you’ll manage the end-to-end transition process, including requirements gathering, system design, testing, training, and post-deployment support. • Translate stakeholder requirements into solutions, working with cross-functional teams (Supply Chain, Operations, Finance, etc.) to capture business needs and configure D365 to meet or exceed those requirements • Collaborate and be a thought-partner with Unilever and brands within the Health & Wellbeing unit, discussing challenges and provide progress status updates • Ensure that Nutrafol’s implementation compliments and leverages best practices from other D365 implementations within Unilever’s Health & Wellbeing group. • Drive continuous improvement, by identifying and prioritizing new features and enhancements, that optimize the D365 environment and related business processes. • Be a lead in the go-to D365 expert for SC/Ops and Finance functions, offering guidance and support to stakeholders during design, change management, and adoption phases. • Oversee change management, including developing and delivering effective communications, training, and documentation to teams, to ensure seamless adoption across all levels of the organization.

• Prepares and posts standard/adjusting journal entries • Reconciles FA accounts and investigates/resolves reconciling items • Completes daily process for federal and state funding • Ensures compliance with rules surrounding Federal/State funding • Completes special projects as required by management • Ensures integrity of all information reported • Other duties as assigned