Role Description The Trip Planning Coordinator role will be a part of the Travel Operations Team, supporting the management of day-to-day business and client programs. The ideal candidate will play a vital role in helping us build and service our roster of clients in planning and executing Corporate Incentive Trips, Retreats, & Meetings around the globe. - Taking accountability for program logistics, including: - Registration - Flight Manifests - Ground Transportation - On-Site Gifting Procurement - Banquet Event Orders - Attendee Surveys - And more - Supporting supplier relationships and planning trips alongside our senior Operations Team members - Providing above and beyond customer service in day-to-day operations both internally and with external stakeholders - Assisting in building and managing trips in the database as they change/progress during the planning process - Researching and proposing ideas and elements as part of the itinerary building process - Making and confirming reservations and supplier bookings under the direction of the Operations Team - Preparing traveller booking confirmations and final packages for each program - Other administrative duties as assigned by the Operations Team leaders Qualifications - Has administrative experience in an office environment and is good at managing multiple projects and keeping on top of numerous deadlines and tasks - Proficient with all Google Workspace tools; existing knowledge of registration software and Slack is an asset - Proactive thinker and communicator with strong verbal and written communication skills in English (and ideally a second language) - Has a highly developed right-brain for researching and creative problem solving - Has a highly developed left-brain for managing gobs of detail and organizational logistics - Works well with complex logistics and is excited by the challenge of planning and operating exceptional trips for our clients - Interested in working in a small-business "start-up" environment, learning along the way, and growing with the role - A self-starter that is highly organized and manages their time well with the ability to meet deadlines and manage expectations - Works well both as a team player and an individual; confident in their abilities to stay focused and on track while working in a remote setting, without direct daily supervision Requirements - You’ve got experience working in a fast-growing agency - You have superior attention to detail - You’re an amazing teammate - You’re driven and proactive - You own your tasks - You’re great at multi-tasking - You’re tech-savvy - You’re a self-starter and can work independently - You’re creative and resourceful Benefits - 4-Weeks Starting Vacation 🌴 - Company Paid (100%) Health & Dental Benefits 🏥 - $2,500 Annual Professional Development Stipend 📚 - 100% Remote Work (Forever!) 🏠 - $2,000 Annual ‘Work from Wherever’ Stipend 💻 - 4-Day Work Week During the Summer (Friday’s Off!) ☀️ - $500 Annual “Health & Wellness” Credit 🏋️‍♀️ - Travel Opportunities 🗺️ - Aeroplan Points for Personal Travel ✈️ - Monthly Social Events, Flexible Hours - Twice Annual Retreats (In recent years, we’ve taken the team to Tuscany 🇮🇹, Cartagena 🇨🇴, Prince Edward Island 🇨🇦, Nicaragua 🇳🇮, Maryland 🇺🇸 and Tulum 🇲🇽) - And more! 🎉

Role Description As a Senior Underwriter, you will evaluate and manage the risk exposure of large, complex merchant accounts by analyzing financial statements, banking data, processing history, and credit reports. You will apply Card Brand underwriting rules across various processing relationships, including merchants, payment facilitators, and marketplaces, to ensure compliance and sound risk decisions. This role requires performing comprehensive financial reviews, spreading financials, and preparing detailed credit packages for internal and external approval. You will take full ownership of the credit decisioning process, balancing customer needs with organizational risk tolerance. You will also negotiate approval structures such as reserves and ACH delays to mitigate risk while supporting revenue growth. In addition, you will provide training and guidance to junior underwriters and sales partners. Responsibilities - Own and manage the end-to-end credit and underwriting process for large, complex merchant accounts, making risk-based decisions in the best interest of both the organization and the customer. - Evaluate overall merchant risk exposure by assessing business models, transaction volumes, processing structures, and potential liabilities. - Ensure compliance with Card Brand underwriting rules and company policies across all card processing relationships, including Merchant, Payment Facilitator, and Marketplace models. - Perform comprehensive financial analysis, including full financial reviews and spreading of financial statements, to assess a merchant’s ability to support processing risk. - Analyze credit-related information such as banking data, processing history, and consumer and commercial credit reports to support underwriting decisions. - Prepare detailed and well-supported credit packages for review and approval by internal stakeholders and external partners. - Negotiate approval structures with merchants and partners, including reserves, ACH delays, and other risk-mitigation tools, to balance risk control and revenue growth. - Provide ongoing training, mentorship, and guidance to junior underwriters and merchant sales channels to enhance underwriting knowledge and consistency. What Success Looks Like - Consistently making sound, well-documented underwriting decisions that effectively balance risk mitigation with business growth. - Large and complex merchant accounts are approved and structured in alignment with Card Brand rules, company policies, and the organization’s risk appetite. - Financial, credit, and processing analyses are thorough, accurate, and clearly communicated through high-quality credit packages. - Risk exposure is proactively identified and mitigated through appropriate approval conditions, negotiations, and monitoring. - The Senior Underwriter is viewed as a trusted subject-matter expert by internal partners, merchants, and external stakeholders. Qualifications - 2-4 year College Degree with 5+ years of work experience in a related working field. - Excellent management, communication, interpersonal, organizational and leadership skills. - Ability to communicate effectively both written and verbal. - Attention to detail. - Excellent organizational skills. - Bank lending experience a plus. - Ability to work in a fast-paced environment. - Industry knowledge. - Identifies and resolves problems in a timely manner; able to handle a situation under pressure and find a solution; uses reason even when dealing with emotional topics. - Ability to receive and analyze data and input data into the computer. - Must be able to receive and understand instructions, and carry out those instructions. Work Environment & Culture We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie. Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results. Compensation and Benefits - Compensation range: $37.16/hr - $43.27/hr - Financial Wellness - Bonus programs - 401(k) match - Employee Stock Purchase Program (ESPP) - HSA and FSA options - Financial wellness resources and employee discount programs - Health & Well-being - Medical, dental, and vision coverage - Mental health support for employees and dependents through Lyra Health - Family planning and women’s health benefits through Carrot - Gym membership reimbursement and virtual wellness programs (including yoga) - Time Off - 3 weeks PTO to start, with unlimited PTO after year one - Growth & Development - Education expense reimbursement - Leadership development programs - Certified Payments Professional (CPP) certification support - We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind. Traditional Physical Requirements - Requires prolonged sitting, standing, bending, stooping and stretching. - Requires the ability to lift 10 pounds. - Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction). Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.

• Ownership Mapping: Formally document who is accountable for every step of the payment journey from initiation to bank reconciliation. • Policy Translation: Convert complex financial rules into clear If/Then logic for Technology to build into the system correctly. • System Reconciliation: Perform monthly three-way matches between merchant processors, escrow bank accounts, and the member database. • Leak Detection: Audit the system weekly to find never-initiated payments. • Revenue Validation: Ensure administrative fee draws are calculated against settled, stable contribution data. • Escrow Governance: Oversee fiduciary bank accounts to ensure proper segregation of duties and authorized fee-draw workflows. • Decline Management: Move payment failure investigations from Member Services to a structured, data-driven Accounting process. • IT Guardrails: Act as the final financial sign-off for system updates that touch the payment lifecycle. • New Client Standards: Define the mandatory financial data requirements for new clients. • Exception Oversight: Standardize the approval process for high-dollar write-offs, refunds, and retroactive coverage reinstatements.

Role Description The Head of Finance is responsible for owning the day-to-day financial rhythm of the business across cash management, banking, accounts receivable, accounts payable, program finance support, month-end review, and finance systems maintenance. This role ensures that financial operations are running accurately, on time, and with strong visibility across both company operations and client program activity. They will also oversee and direct a dedicated team within our cloud accounting firm that manages payroll, weekly bookkeeping, taxes and compliance, among other functions. The right person for this role is equal parts operator, analyst, and air-traffic controller; maintaining clean processes, planning and protecting cashflow, and ensuring the business has reliable, “clean”, and up-to-date financial information for key decision-making. They are comfortable managing dozens of tabs and sources, and staying on top of the numbers across several functions of the company to ensure Moniker is financially stable and in a position to execute on our long-term strategy and growth objectives. Key Responsibilities - Cash Management & Banking - Monitor daily cash balances across bank, credit card, and payment platforms. - Maintain target minimum balances across operating and program accounts to fulfill business obligations. - Ensure sufficient funds are available for upcoming payments, payroll, travel, vendor obligations, and program needs. - Coordinate transfers between operating, program, and investment accounts as needed. - Ensure excess cash is moved or invested appropriately in line with internal strategy. - Review banking and card activity for accuracy, validity, and potential fraud. - Oversee Wise, PayPal, credit card, TD, OFX, and wealth account activity and reconciliations. - Accounts Receivable - Set up and manage client invoicing in Xero based on signed contracts and deposit schedules. - Ensure invoices are issued on time and directed to the correct client contacts following appropriate protocols. - Monitor outstanding receivables and follow up internally on overdue deposits or balances to ensure timely collection. - Prepare final invoices post-program to properly allocate revenue and applicable sales taxes. - Support deferred revenue tracking and related journal entries tied to revenue recognition. - Accounts Payable & Payment Operations - Process payment requests accurately and daily. - Determine the best payment method based on timing, value, banking details, currency, and transaction fees. - Coordinate vendor payments through Wise, OFX, wire transfer, credit card, or PayPal as appropriate. - Ensure payment confirmations and receipts are distributed promptly and attached in Xero. - Maintain a clean AP ledger and prevent duplication or misclassification of expenses. - Follow internal approval thresholds and escalation protocols for large-value payments. - Program Finance & Budget Oversight - Support finance workflows from proposal stage through post-program reconciliation. - Update forecasting, revenue, and cash flow tracking for newly signed programs. - Set up and maintain program invoicing, budget files, cash flow tabs, and tracking sheets. - Conduct budget audits at handoff, monthly, and at key program milestones. - Review formulas, FX rates, attendee counts, tax treatment, placeholder items, and reconciliations for accuracy. - Ensure expense trackers align with Xero and reflect current program realities. - Complete post-program budget reconciliations within required timelines and support final client reconciliations. - Financial Reporting & Month-End Support - Maintain the master finance sheet and key reporting tabs for cash flow, program revenue, add-on income, ROI, and balances. - Support bookkeeping closely by reviewing account activity, reconciliation reports, and outstanding items. - Perform account balance confirmations between Xero and bank/payment platforms. - Review profit and loss statements, balance sheets, deferred revenue, prepaids, accruals, and other key balance sheet accounts. - Flag anomalies, inconsistencies, or aged items for correction and follow-up. - Help maintain accurate monthly financial visibility for leadership reporting and planning. - Systems, Controls & Process Ownership - Maintain finance workflows and supporting systems including Xero, Dext, banking platforms, Wise, OFX, and internal trackers. - Upload or correct missing transactions and ensure feeds and balances are complete and current. - Help maintain finance documentation, forms, templates, and procedural consistency. - Strengthen internal controls, approval workflows, and process discipline across finance operations. - Support business continuity by maintaining organized records, access protocols, and key finance knowledge. - Payroll, Employee Expenses & Finance Administration - Coordinate approved payroll changes and employee expense submissions with external bookkeeping/payroll partners. - Review employee expenses weekly for accuracy and policy compliance. - Support administration of finance-related benefits, reimbursements, and selected people operations finance processes. - Maintain certain administrative finance tools and records, including documentation, passwords/access, and employee off-boarding items tied to finance. Qualifications - 5-10+ years of experience in finance operations, accounting, bookkeeping, or a similar hands-on finance role. - Strong working knowledge of accounts receivable, accounts payable, reconciliations, cash flow, and month-end processes. - Experience working in cloud accounting platforms such as Xero or similar systems. - Comfortable managing multi-entity, multi-account, or multi-currency environments. - Strong Excel or Google Sheets skills, including linked schedules, audit checks, and financial trackers. - Exceptionally high attention to detail with strong follow-through and ownership. - Able to prioritize daily operational needs while keeping an eye on the bigger financial picture and long term plan. - Strong judgment, discretion, and comfort handling confidential financial information. Preferred Qualifications - Experience in a project-based events, hospitality, travel, agency, or services business. - Experience managing a small team, or overseeing direct reports and providing direction to our cloud-accounting team that manages our payroll, weekly bookkeeping, and tax compliance. - Experience with multi-currency payments, FX tracking, or international vendor payments. - Familiarity with Dext, Wise, OFX, expense management tools, and external bookkeeping coordination. - Understanding of revenue recognition, deferred revenue, prepaids, and program/job costing. - Experience supporting leadership with dashboards, cash planning, and operating reports. Core Competencies - Financial operations excellence - Cash flow awareness - Process discipline - Analytical thinking - Systems fluency - Clear communication - Ownership and accountability - Calm under pressure - Detail orientation without losing the plot Success in This Role Looks Like - Cash balances are accurate, visible, and proactively managed on an ongoing basis. - Program budgets, trackers, and reconciliations are kept current and reliable. - Vendor and client transactions happen on time without avoidable fire drills. - Xero and supporting schedules stay clean and well maintained. - Month-end reviews are organized, accurate, and completed on schedule. - Leadership has confidence in the numbers and the finance engine behind them to make key decisions based on the data. Benefits - 4-Weeks Starting Vacation 🌴 - Company Paid (100%) Health & Dental Benefits 🏥 - $2,500 Annual Professional Development Stipend 📚 - 100% Remote Work (Forever!) 🏠 - $2,000 Annual ‘Work from Wherever’ Stipend 💻 - 4-Day Work Week During the Summer (Friday’s Off!) ☀️ - $500 Annual “Health & Wellness” Credit 🏋️‍♀️ - Travel Opportunities 🗺️ - Aeroplan Points for Personal Travel ✈️ - Monthly Social Events, Flexible Hours - Twice Annual Retreats (In recent years, we’ve taken the team to Tuscany 🇮🇹, Cartagena 🇨🇴, Prince Edward Island 🇨🇦, Nicaragua 🇳🇮, Maryland 🇺🇸 and Tulum 🇲🇽) - And more! 🎉 Application Process Please complete the application by clicking "Apply Now". Within the application you will be asked to answer the below 5 mandatory questions: - You’re managing multiple cash accounts (operating, program, credit cards) and notice that upcoming obligations exceed available cash by CAD$150K over the next 30 days. What steps do you take, and in what order, to manage this situation? - In a month-end review of the bookkeeping done by our accounting partner, you notice discrepancies between Xero balances and actual bank/payment platform balances. What is your process for identifying and resolving these discrepancies? - At any given moment, Moniker is managing large cash balances for both clients and our own internal funds. What would be your approach to investing these funds, taking into account balancing risk, liquidity, meeting the day-to-day needs of the business, and maximizing potential returns? - What is your level of experience or exposure to managing Foreign Currency, Forward Contracts, and mitigating the impact of FX on a business operating in multiple currencies? - How might you use AI tools like Claude or ChatGPT to support your function and allow you to be more effective in your role? Do you have any examples of tools you've built that you can share? Moniker is committed to building a diverse, equitable, and inclusive workplace. We welcome applicants from all backgrounds and do not discriminate based on race, gender, sexual orientation, disability, or any other protected status.