• Provide direction and oversight to outsourced accounting partners to ensure timely, accurate, and well-controlled month-end closes across all entities • Translate financial data into straightforward insights that help business leaders prioritize near- and mid-term decisions • Ensure the integrity of both cash- and accrual-based financials to support operational visibility, planning, and decision-making • Prepare and review monthly and annual financial packages, including variance explanations and key observations for business leaders including drivers, risks and trends behind results • Define and maintain KPIs that support performance management and decision making • Lead the financial integration of newly acquired firms, including the transition from QuickBooks or other legacy systems into NetSuite • Map acquired firms’ charts of accounts into a unified general ledger structure • Own the financial components of the “First 100 Days” integration process, including accounting workflows and system configuration • Develop, document, and continuously refine finance and accounting SOPs to enable repeatable, scalable integrations as the platform grows • Track post-acquisition financial performance and flag variances or issues for discussion with business leaders • Oversee end-to-end AP and AR processes across the platform, including administration of Ramp for vendor payments, employee reimbursements, and corporate cards • Monitor cash flow and working capital, and drive improvements in cash collection and billing workflows across member firms • Support leadership in the development and refinement of budgeting and forecasting as the platform scales

• Excited to help families, individuals, and businesses achieve their financial goals — including retirement, education, and investment planning • Driven to grow into leadership and management roles (we promote exclusively from within) • Ready to participate in a structured, professional training program • Dedicated, reliable, and motivated to succeed in a rewarding industry

• Assist in achieving the annual expense plan by analyzing actual expenses versus the plan (fixed and variable), creating cost centers and accounts, conducting process-level analyses, and performing account-level analyses; • Assist in preparing the budget assumptions for the next fiscal year by assembling the schedule, supporting the selection/assignment of area planners, and helping define adjustment policies; • Assist in achieving the annual revenue and cost plan by monitoring and supporting departments in executing the budgeting process for the sales and cost modules, applying the established budget assumptions; • Ensure accurate measurement of revenues and costs by updating KPIs, reports, and presentations; • Contribute to the execution of the investment budget by performing economic and financial feasibility analyses of investments, using the metrics defined in the investment policy.

• Oversee all accounting operations including general ledger, accounts payable, accounts receivable, and payroll. • Manage the month-end and year-end close process to ensure timely and accurate financial reporting. • Prepare and review financial statements in compliance with GAAP and internal policies. • Maintain and strengthen internal controls, accounting procedures, and audit readiness. • Manage cash flow, treasury operations, and banking relationships to ensure liquidity and compliance with covenants. • Coordinate annual external audits and liaise with external auditors, tax advisors, and other third-party partners. • Support budgeting and forecasting by providing accurate historicals, variance analysis, and cost tracking. • Drive continuous improvement in financial processes, systems, and reporting accuracy. • Lead, mentor, and develop the finance and accounting team, fostering accountability, collaboration, and professional growth. • Communicate key financial results and operational metrics to senior leadership.