• Assume full ownership of the FP&A platform and monthly financial reporting cycle • Lead the mid-year forecast process in partnership with functional leaders • Strengthen budget vs. actual variance analysis and reporting for executive leadership • Improve financial dashboards and reporting tools to better support decision-making • Build strong working relationships across programs, fundraising, and operations • Design and manage the annual budgeting process, including operating budgets, team budgets, and multi-year financial projections • Develop financial models to support strategic planning, scenario analysis, and long-term sustainability • Partner with functional leaders to forecast budgets and assess financial implications of new or evolving strategies • Prepare monthly budget vs. actual analyses with clear explanations of trends and recommendations • Manage cash flow forecasting aligned with revenue projections, investment activity, and spending plans • Produce monthly, quarterly, and annual financial reports for executive leadership, the Board, and the Finance Committee • Analyze financial performance across programs, fundraising, grantmaking, operations, and investments • Create dashboards and data visualizations that translate complex financial information into accessible insights • Conduct ad hoc analyses to support strategic decisions, including cost studies and benchmarking • Serve as the subject matter expert for the Foundation’s FP&A platform • Design and maintain financial models, reporting templates, and planning structures within the system • Continuously improve financial systems and processes to enhance accuracy, efficiency, and insight • Train and support colleagues in the use of financial tools and reports • Partner with accounting and operations teams to ensure alignment between accounting systems and FP&A tools • Act as a trusted financial advisor to colleagues across the organization • Support strategic planning processes with financial analysis and perspective • Provide financial support for grant proposal development and restricted funding management • Support investment performance reporting and financial policy development as needed • Provide backup support for accounting activities during peak periods or staff absences

This position will serve as an experienced Intelligence Analyst, with a focus on Due Diligence to support our client’s Global Security Intelligence and Investigations team. This role will help provide background research into potential third-party vendors, as well as third-party persons of interest, particularly in compliance, security, reputational, financial crime among other risk areas of concerns. - Conduct open-source media and database research using complex search criteria and following a strict methodology. - Provide research into potential issues relating to financial crimes, compliance concerns, money laundering, and corruption. - Build and maintain awareness of the broader context and implications of the various types of risk affecting the business (e.g., financial, legal, reputation, etc.). - Analyze search results within the context of the project and country. - Distil conclusions and identify indirect connections from research findings. - Create thorough reports to be presented to client stakeholders presenting information relating to potential third- party vendors and people.

Role Description The Vice President, Finance & Accounting will serve as the senior-most financial leader at VSSTA, reporting directly to the CEO and working closely with the Greybull Stewardship team. This role is responsible for leading all accounting, finance, and reporting functions while building scalable processes, improving cash predictability, and providing strategic financial insight to support growth. This is a hands-on, player-coach role ideal for a finance leader with experience in PE-backed, subscription-based or technology-enabled services businesses. Key Responsibilities - Financial Leadership & Strategy - Partner with the CEO on strategic planning, OGSM execution, and capital allocation decisions - Translate company strategy into financial plans, forecasts, and operating KPIs - Provide clear visibility into normalized EBITDA, cash flow, and unit economics - Support board reporting, investor materials, and Greybull operating cadence - Accounting & Close - Own monthly, quarterly, and annual close processes with a target 5-business-day close - Ensure accurate GAAP-compliant financial statements (P&L, Balance Sheet, Cash Flow) - Manage revenue recognition for subscription and service-based offerings - Oversee external accounting firms, auditors, and tax advisors - Cash Flow & Working Capital - Build and maintain a rolling 13-week cash forecast - Actively manage accounts receivable, payables, and collections - Oversee sales tax compliance and multi-state reporting - Establish cash management policies and controls - Planning, Forecasting & Analytics - Lead annual budgeting and rolling forecast processes - Develop financial models tied to ARR growth, sales pipeline, and support capacity - Build dashboards tracking ARR, churn, gross margin, cash runway, and operating leverage - Provide actionable insights to functional leaders - Systems & Process Improvement - Own financial systems and reporting tools (billing, CRM integrations) - Improve billing accuracy, collections cadence, and financial controls - Drive process automation and scalability across finance operations Qualifications - Eight years of progressive finance and accounting experience - Prior experience in a PE-backed, SaaS, or technology-enabled services company - Strong accounting foundation; CPA preferred - Experience building or scaling finance functions - Highly analytical, detail-oriented, and operationally minded - Strong communicator with high emotional intelligence What Success Looks Like (First 12 Months) - Predictable monthly close and trusted financial reporting - Clear visibility into cash flow and operating performance - Reduced financial volatility through forecasting discipline - Finance viewed as a strategic partner across the organization Location/Salary This role is remote-friendly within the United States, with periodic travel as needed. Priority will be given to candidates living in south Texas. The salary is listed at $150K-$165K. Application and Nomination Review of applications will begin immediately and will continue until the position is filled. To apply for this position, please email a position-specific cover letter and resume to Jennifer N. Hiatt at jennifer@greybullstewardship.com. Nominations may be emailed to the same email address. Applicants needing reasonable accommodations to participate in the applications process should contact Jennifer N. Hiatt directly.

• Develop and maintain interactive, customized dashboards with an emphasis on financial metrics (income statement/P&L, cash flow, budget, among others) • Perform data storytelling to translate complex information into actionable insights • Collaborate with business units and finance teams to identify analytical needs • Ensure BI processes are aligned with agile best practices • Produce predictive analyses and identify financial trends to support decision-making • Monitor and ensure the quality and consistency of financial data used