It's a new day with a new opportunity at 8am! About the role: 8am is looking for a Financial Analyst to assist the CFO with general finance initiatives, budgeting, forecasting, financial reporting, and analysis. The Financial Analyst will operate as part of a dynamic team directly assisting the CFO and other high level management with the aforementioned strategic initiatives, providing substantial opportunity for leadership experience and professional 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: - 2-4+ years of FP&A experience - Bachelor’s degree in Economics, Finance, Accounting, or a related field. - 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 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. Here’s how we support our 8Team: - Statutory Benefits – Full compliance with Colombian social security (health, pension, and risk coverage) - Staff Referral Bonus – Rewards for referring great candidates to the 8Team - Paid Sick Leave – Covered from day one, with EPS support after the 2nd day - Flexible Time Off (FTO) – Up to 15 paid days off per year - Parental Leave – Maternity and paternity leave in line with Colombian law - Company Holidays – Paid time off for all official Colombian public holidays 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.

• Monthly Reporting: This role leads our monthly financial reporting processes, end-to-end. In your first twelve months, you will: • Repeatedly & reliably transform accounting inputs into actionable & continuously improving financial insights • Hold functional leaders across the organization accountable to financial targets • Make strategic recommendations for interventions across the P&L • Forecasting: This role owns our company operating model (incl. one-year budget and long-range forecast). In your first twelve months, you will: • Support our quarterly & annual business planning cycles, collaborating with executive leadership to set & re-set budgets & targets • Help translate our financial plan into company-level and team-specific OKRs • Corporate Development: This role supports all things corporate development, from fundraising processes to the highest-stakes strategic partnerships, including by directly working with our CEO. In your first twelve months, you will support a large, potentially transformative transaction for the business.

• Support end‑to‑end financial management of the Company’s research and development activities • Ensure the timely and accurate preparation of R&D‑related accounting data, specifically site payments and accruals • Partner closely with the Clinical Operations and Development teams to provide financial insight • Play a key role in monthly close activities, clinical expense forecasting, audit support, and process improvement initiatives • Collaborate cross‑functionally with Clinical Operations, Legal, Procurement, FP&A, and external vendors

• Lead annual budgeting, forecasting, and quarterly reforecast processes. • Develop and maintain financial models, forecasts, and KPI reporting, including SaaS metrics such as ARR, payments utilization, churn, retention, LTV/CAC, and gross margin. • Analyze financial results and provide variance analysis and actionable insights to support decision-making. • Prepare and deliver monthly and quarterly management reporting packages. • Monitor financial performance, including revenue, expenses, and cash flow. • Support cost management, resource allocation, and financial discipline across the organization. • Partner with department leaders on budget management and financial performance tracking. • Ensure consistency and integrity of financial data across systems and reporting. • Lead, coach, and develop the accounting team, including management of AR/AP, revenue, and senior accounting functions. • Oversee day-to-day accounting operations and the monthly, quarterly, and annual close processes to ensure timely, accurate reporting. • Ensure financial statements are compliant with GAAP and internal policies, including oversight of technical accounting matters and complex transactions. • Establish, maintain, and enforce accounting policies, procedures, and internal controls to support consistency, accuracy, and audit readiness. • Oversee revenue operations (order-to-cash), tax compliance, and cash management, including forecasting and liquidity planning. • Manage external relationships, including auditors, banking partners, and advisors, ensuring successful audits and compliance with debt and regulatory requirements. • Drive improvements in financial reporting, forecasting accuracy, and close efficiency. • Build and scale financial processes and controls to support company growth.