• Controle de contas a pagar e contas a receber. • Emissão de cobranças, boletos e acompanhamento de pagamentos via Assas. • Conciliação bancária junto ao banco Itaú. • Controle e organização de honorários contratados e recebidos. • Elaboração de relatórios de caixa, controle financeiro mensal e DRE simplificada. • Monitoramento da inadimplência e sinalização de riscos financeiros ao sócio. • Contato direto com clientes para cobranças e alinhamentos financeiros. • Follow up sistemático de pagamentos em atraso. • Registro organizado das interações financeiras. • Execução exclusiva das orientações de cobrança definidas pelo sócio, sem negociação autônoma. • Gestão e atualização do CRM PipeDrive. • Realização de follow ups com clientes em fase comercial ou pós contratação. • Organização de informações financeiras e comerciais para suporte à tomada de decisão. • Apoio administrativo geral relacionado ao fluxo financeiro e comercial.

• Owning and driving the overall growth of Circit’s financial services sales pipeline, covering banks, asset managers, and fund service providers • Managing, coaching, and developing a small team of Sales Executives, with responsibility for performance, targets, and day-to-day execution • Driving the conversion of the sales funnel from origination to close, with a strong focus on prioritisation, deal progression, and velocity • Actively selling alongside the team, including originating and closing deals with key target accounts • Defining, implementing, and continuously improving sales processes, pipeline management, and forecasting discipline using HubSpot • Allocating target accounts and territories (non-geographic) to ensure efficient coverage and focus across a large universe of financial institutions • Performing and supporting high-quality demos of the Circit platform to senior decision-makers within banks, asset managers, and service providers • Working closely with product, marketing, and strategy teams to ensure feedback from prospects and customers informs product direction and go-to-market execution • Collaborating with auditor sales team to ensure alignment and optimal resource allocation • Representing Circit at relevant industry events and conferences to build brand presence and senior-level relationships • Hiring and scaling additional sales resources over time as the commercial organisation grows

• Responsibilities include leading engagements and supporting the respective growth in our technology and consulting solution, Kodiak Automated Reconciliation for Healthcare, to include supporting Kodiak Automated Reconciliation for Healthcare Implementation and leading Parallel Services, Front-end Reconciliation Consulting, and Remote Assistance Consulting engagements.

• Provide executive leadership to global finance & accounting • Serve as senior financial partner leveraging financial insights for strategic decisions • Lead Financing Planning aligning strategy with financial outcomes • Own integrity and accuracy of global financial reporting • Oversee and strengthen financial systems and processes • Guide financial execution of international expansion • Ensure financial rigor across DTC, retail, and international channels • Lead and develop high-performing finance team • Partner with Operations, Supply Chain, Retail, and Growth leaders