• You’ll be our first dedicated Finance Manager, owning the finance function end-to-end and building it into something that scales. • You’ll inherit a clean foundation: profitable recurring revenue, an outsourced bookkeeping relationship, a banking partner, and a global subscriber base collecting in multiple currencies. • You’ll report to the COO and serve as the company’s financial conscience. • Manage our outsourced bookkeeping relationship and drive a clean, on-time month-end close. • Approve vendor and contractor payments with appropriate judgment and controls. • Quarterback our annual audit from kickoff to sign-off. • Manage our banking and credit facility relationships: cash positioning, covenant compliance, and draw decisions. • Own multi-jurisdiction sales tax and VAT compliance across 20+ US states and international markets; managing external advisors, filings, and registrations. • Deliver clear, decision-ready financial analysis to the COO and leadership team. • Track the metrics that actually matter for a subscription software business: NRR, gross margin, CAC payback, and cohort economics. • Build the finance processes we’ll need at 100 people before we get there: approval workflows, procurement, controls, and reporting cadences.

• Architect the Future State: Design a modular, service-driven financial platform—billing, license management, and accounting—that can evolve with the business. • Lead Legacy-to-Modern Migration: Define and execute pragmatic migration strategies that move us from a fragile monolith to a modern stack—without breaking existing operations. • Build Scalable Billing Services: Own the architecture for invoicing, payments, reconciliations, and revenue recognition that must be precise, reliable, and auditable. • Integrate with Global Financial Systems: Architect integrations with ERP, payment gateways, and accounting platforms (NetSuite, QuickBooks, Stripe, Zuora, Chargebee, etc.). • Guarantee Data Integrity: Engineer for consistency, reconciliation, and historical accuracy across complex transactional systems. • Set Standards: Drive observability, performance, and security across all financial services. • Cross-Functional Leadership: Work directly with Finance, Product, and Operations to ensure technology aligns with compliance, business velocity, and customer impact.

• Lead transaction execution for tax equity and preferred equity investments, including negotiations with sponsors, investors, and external advisors. • Prepare and present investment opportunities to Investment Committee, highlighting economics, structural terms, risks, and mitigants. • Oversee and review financial models developed by team members; provide guidance on assumptions, sensitivities, and risk cases. • Collaborate with Legal, Tax, and Risk teams to resolve key issues and ensure compliance with IRS rules, safe harbor tests, and recapture protections. • Adept at managing client relationships on both sides of the market — developers/sponsors and investors — ensuring clear communication and smooth execution. • Support business development by identifying opportunities to scale programmatic relationships with high-quality sponsors and investors. • Mentor and guide junior team members, providing training on modeling, execution, and best practices. • Use technology and AI-enabled tools to streamline diligence, negotiations, and investment committee preparation.

• Build, maintain, and audit complex financial models for tax equity transactions. • Support the preparation of investment materials for Investment Committee. • Collaborate with Principals and Senior Principal on transaction structuring and execution. • Analyze sponsor financials and project contracts to identify risks and value drivers. • Leverage technology and AI-enabled tools for modeling and reporting. • Contribute to process improvements across the Investments team. • Participate in limited external interactions with developers, investors, and advisors. • Support portfolio management and reporting as needed.