It's a new day with a new opportunity at 8am! About the role: 8am is seeking a Financial Analyst to support the CFO and finance team with budgeting, forecasting, financial reporting, and analysis. This role is open to entry-level candidates with a Bachelor’s degree in Economics, Finance, Accounting, or a related field. The Financial Analyst will work closely with the CFO and senior leadership on key financial initiatives, offering hands-on exposure to FP&A, meaningful responsibility, and strong opportunities for professional growth and development. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: - Assist Finance Department with development of financial forecasts and budgets - Engage in the annual planning process and on-going quarterly forecasts - Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans. - Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO. - Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures. - Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners. - Assist with the continued development of budgeting, financial forecasting, and operating plan - Support management team and department heads with analysis and reporting as needed - Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance - Increase productivity by developing automated applications and reports; coordinate information requirements - Develop financial models, conduct benchmarking and process analysis About you: - Bachelor’s degree in Economics, Finance, Accounting, or a related field, or expected graduation by May 2026. - Highest standards of accuracy and attention to detail in a dynamic, multitasking environment - Solid knowledge of general accounting and financial planning - Able to work independently - Advanced proficiency in Excel - Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result - Extensive database experience as well as working with BI tools such as Tableau Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Additional Information The starting range for this position is between $60,000 - 70,000, depending on experience. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. This position is non-exempt and eligible for overtime. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent who share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow-up.

• Serve as the designated POC for an individual Sailor or family, DoD Civilian or family to support them in obtaining necessary financial services for current status and future permanent transition. • Participate in emergency response exercises carried out by the Region or Installation. • Serve as a liaison with other military community agencies. • Provide intensive case management services for assigned sailors or family members. • Coordinate and integrate family services and referrals utilizing on- and off installation resources, state, intra-state, and federal services as necessary. • Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy • Implement emergency response plans in the event of an actual situation requiring humanitarian response • Using existing resources, supporting family by providing necessary required forms, obtaining explanation and directions from subject matter experts, and advising them through the official requirements associated with displacement or transition. • Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed • Prepare and conduct management briefings in order to communicate recommendations on training and exercises • Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, keeping in touch with changes and additions to resources and policies • Ensure that all information and referral, individual consultation and group education services, including those related to IDS or Emergency Preparedness and Response are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS). • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops. • Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Maintain up-to-date knowledge in the fields of personal finance and financial counseling. • Support marketing and outreach initiatives to promote awareness and utilization of program services. • Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support. • Other duties as assigned.

• Provide one-on-one consultation, education, training, information, referral, advocacy, and crisis intervention services • Assess client needs during financial crises or critical life transitions • Develop individualized action plans, coordinate with installation and community resources • Provide Follow-up support to ensure continuity of care • Collaborate with FFSP stakeholders to plan and execute educational programs and supportive services • Facilitate participation in public awareness campaigns • Operate as part of a larger system with continual communication with CNIC, Naval Intelligence and military installations • Provide initial and refresher Command Financial Specialist training • Support marketing and outreach initiatives to promote awareness and utilization of program services

• Serve as the designated POC for an individual Sailor or family, DoD Civilian or family to support them in obtaining necessary financial services for current status and future permanent transition. • Participate in emergency response exercises carried out by the Region or Installation. • Serve as a liaison with other military community agencies. • Provide intensive case management services for assigned sailors or family members. • Coordinate and integrate family services and referrals utilizing on- and off installation resources, state, intra-state, and federal services as necessary. • Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy Implement emergency response plans in the event of an actual situation requiring humanitarian response • Using existing resources, supporting family by providing necessary required forms, obtaining explanation and directions from subject matter experts, and advising them through the official requirements associated with displacement or transition. • Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed • Prepare and conduct management briefings in order to communicate recommendations on training and exercises • Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, keeping in touch with changes and additions to resources and policies • Ensure that all information and referral, individual consultation and group education services, including those related to IDS or Emergency Preparedness and Response are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS). • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops. • Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Maintain up-to-date knowledge in the fields of personal finance and financial counseling. • Support marketing and outreach initiatives to promote awareness and utilization of program services. • Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support. Other duties as assigned.