Rockstar is recruiting for a dynamic, high-growth consumer business with a multi-location, brick-and-mortar presence. The company is seeking a strategic financial leader to build and scale its finance function, partnering directly with the CEO and Head of Operations to drive business strategy and execution. The client is seeking a highly analytical, hands-on Head of Finance / VP of Finance to build and lead the finance function in a high-growth, multi-location consumer business. This role blends accounting rigor, operational finance, and strategic leadership. This individual will own the integrity of the financials, build scalable systems and processes, and act as a key partner within the leadership team in driving company strategy and execution. Core Responsibilities 1. Financial Integrity & Close (Highest Priority) • Own the monthly close process to ensure books are accurate, complete, and closed on time • Manage and optimize the bookkeeping/accounting team (hire, train, restructure as needed) • Ensure accurate expense categorization and clean general ledger structure • Maintain accurate multi-location (four-wall) P&Ls • Oversee proper revenue recognition across services, packages, promotions, and gift cards • Deliver audit-ready, pristine financials at all times • Implement strong internal controls, approval workflows, and audit processes 2. Accounting Operations & Process Infrastructure • Build and scale finance and accounting processes, including: • Accounts payable systems (e.g., Bill.com or equivalent) • Vendor management and invoice verification workflows • Employee expense tracking systems (e.g., Ramp or equivalent) • Design and implement processes for medical and retail inventory: • Purchasing controls and invoice validation • Inventory tracking and usage accounting • Shrinkage identification and reporting • Standardize financial processes across all locations • Evaluate and implement best-in-class finance tech stack (ERP, AP, expense, inventory systems) 3. Cash Flow, Financing & Capital Strategy • Own cash flow forecasting and liquidity management • Lead refinancing efforts for existing debt (including SBA loans) • Evaluate and secure equipment financing options • Support capital allocation decisions across the business • Build and manage lender, banking, and financing relationships 4. Strategic Finance, FP&A & Business Modeling • Own monthly reporting, variance analysis, and performance insights vs. plan • Identify risks, opportunities, and key performance drivers • Build and maintain the company’s financial model and forecasts • Lead annual budgeting and planning process • Maintain and evolve margin models to guide pricing, promotions, and investment decisions • Analyze ROI across growth initiatives, new locations, and service lines • Support prioritization of strategic initiatives • Partner directly with the CEO and Head of Operations as a core strategic thought partner • Develop KPI dashboards and reporting frameworks for leadership visibility 5. Field Finance & Performance Management (Location, Team & Financial Management) • Build financial transparency and accountability at the location level • Develop and manage dashboards for location managers and providers • Partner with operators to track and improve revenue, labor, and cost performance • Help set and track individual and team-level financial goals • Drive adoption of performance metrics across the organization • Train non-financial leaders to understand and act on financial data 6. Compensation, Incentives & Equity Programs • Design and implement scalable, transparent compensation structures • Tiered incentive plans for providers and managers • Alignment with company-level financial goals • Ensure compensation plans are equitable, motivating, and performance-driven • Support annual goal-setting and performance tracking processes • Help design and model employee equity or profit participation programs • Continuously evaluate and refine comp structures based on performance data and retention outcomes 7. Strategic & Operational Leadership • Act as a leader for complex, cross-functional, and ambiguous projects as they arise (doesn’t have to be within the finance scope) • Drive high-impact initiatives from concept through execution • Partner across teams to ensure alignment and delivery • Bring a highly operational mindset, with the ability to move from analysis to execution quickly • Serve as a “force multiplier” for the leadership team on priority initiatives Qualifications Experience • 10–15 years of total professional experience in finance, accounting, or related fields • 2–4+ years in investment banking or highly quantitative consulting required • 5+ years of operating experience in strategic finance / FP&A roles within a high-growth, consumer business with a multi-location brick and mortar component (ideally pre-Series D or equivalent stage) • Proven experience working in a scrappy, fast-paced environment with limited layers Technical & Domain Expertise • Strong financial modeling and analytical skills • Deep understanding of accounting, close processes, and financial controls • Experience with: • Multi-location (four-wall) business models and unit economics • Paid marketing finance (CAC, LTV, channel performance, budget setting) • Inventory-based businesses (purchasing, usage tracking, shrinkage) • Complex revenue recognition (packages, promotions, gift cards) • Experience building forecasts across functions, including marketing and operations Leadership & Execution • Experience building and managing teams • Ability to operate both strategically and tactically • Strong cross-functional collaboration skills • High ownership mindset with ability to independently drive initiatives Preferred (Not Required) • CPA designation • Experience in medspa • Experience supporting fundraising, investor reporting, or M&A processes What Success Looks Like • Books are consistently closed on time with high accuracy • Financials are clean, reliable, and audit-ready • Location-level performance is transparent and actively managed • Compensation and incentives drive measurable performance improvements • Cash flow is proactively managed and optimized • Leadership has clear, actionable insights into business performance • Finance is a core driver of strategy and execution—not just reporting Role Profile This role is ideal for someone who: • Has a strong analytical foundation and meaningful operating experience • Wants to go beyond owning just the finance function and instead play a broader leadership role across the business • Is excited to partner cross-functionally and influence company-wide decisions as the financial expert • Thrives in fast-paced, high-growth environments • Enjoys building systems, processes, and teams from the ground up • Can seamlessly move between detailed execution and high-level strategy

Rockstar is recruiting for a dynamic, high-growth consumer business with a multi-location, brick-and-mortar presence. The company is seeking a strategic financial leader to build and scale its finance function, partnering directly with the CEO and Head of Operations to drive business strategy and execution. The client is seeking a highly analytical, hands-on Head of Finance / VP of Finance to build and lead the finance function in a high-growth, multi-location consumer business. This role blends accounting rigor, operational finance, and strategic leadership. This individual will own the integrity of the financials, build scalable systems and processes, and act as a key partner within the leadership team in driving company strategy and execution. Core Responsibilities 1. Financial Integrity & Close (Highest Priority) • Own the monthly close process to ensure books are accurate, complete, and closed on time • Manage and optimize the bookkeeping/accounting team (hire, train, restructure as needed) • Ensure accurate expense categorization and clean general ledger structure • Maintain accurate multi-location (four-wall) P&Ls • Oversee proper revenue recognition across services, packages, promotions, and gift cards • Deliver audit-ready, pristine financials at all times • Implement strong internal controls, approval workflows, and audit processes 2. Accounting Operations & Process Infrastructure • Build and scale finance and accounting processes, including: • Accounts payable systems (e.g., Bill.com or equivalent) • Vendor management and invoice verification workflows • Employee expense tracking systems (e.g., Ramp or equivalent) • Design and implement processes for medical and retail inventory: • Purchasing controls and invoice validation • Inventory tracking and usage accounting • Shrinkage identification and reporting • Standardize financial processes across all locations • Evaluate and implement best-in-class finance tech stack (ERP, AP, expense, inventory systems) 3. Cash Flow, Financing & Capital Strategy • Own cash flow forecasting and liquidity management • Lead refinancing efforts for existing debt (including SBA loans) • Evaluate and secure equipment financing options • Support capital allocation decisions across the business • Build and manage lender, banking, and financing relationships 4. Strategic Finance, FP&A & Business Modeling • Own monthly reporting, variance analysis, and performance insights vs. plan • Identify risks, opportunities, and key performance drivers • Build and maintain the company’s financial model and forecasts • Lead annual budgeting and planning process • Maintain and evolve margin models to guide pricing, promotions, and investment decisions • Analyze ROI across growth initiatives, new locations, and service lines • Support prioritization of strategic initiatives • Partner directly with the CEO and Head of Operations as a core strategic thought partner • Develop KPI dashboards and reporting frameworks for leadership visibility 5. Field Finance & Performance Management (Location, Team & Financial Management) • Build financial transparency and accountability at the location level • Develop and manage dashboards for location managers and providers • Partner with operators to track and improve revenue, labor, and cost performance • Help set and track individual and team-level financial goals • Drive adoption of performance metrics across the organization • Train non-financial leaders to understand and act on financial data 6. Compensation, Incentives & Equity Programs • Design and implement scalable, transparent compensation structures • Tiered incentive plans for providers and managers • Alignment with company-level financial goals • Ensure compensation plans are equitable, motivating, and performance-driven • Support annual goal-setting and performance tracking processes • Help design and model employee equity or profit participation programs • Continuously evaluate and refine comp structures based on performance data and retention outcomes 7. Strategic & Operational Leadership • Act as a leader for complex, cross-functional, and ambiguous projects as they arise (doesn’t have to be within the finance scope) • Drive high-impact initiatives from concept through execution • Partner across teams to ensure alignment and delivery • Bring a highly operational mindset, with the ability to move from analysis to execution quickly • Serve as a “force multiplier” for the leadership team on priority initiatives Qualifications Experience • 10–15 years of total professional experience in finance, accounting, or related fields • 2–4+ years in investment banking or highly quantitative consulting required • 5+ years of operating experience in strategic finance / FP&A roles within a high-growth, consumer business with a multi-location brick and mortar component (ideally pre-Series D or equivalent stage) • Proven experience working in a scrappy, fast-paced environment with limited layers Technical & Domain Expertise • Strong financial modeling and analytical skills • Deep understanding of accounting, close processes, and financial controls • Experience with: • Multi-location (four-wall) business models and unit economics • Paid marketing finance (CAC, LTV, channel performance, budget setting) • Inventory-based businesses (purchasing, usage tracking, shrinkage) • Complex revenue recognition (packages, promotions, gift cards) • Experience building forecasts across functions, including marketing and operations Leadership & Execution • Experience building and managing teams • Ability to operate both strategically and tactically • Strong cross-functional collaboration skills • High ownership mindset with ability to independently drive initiatives Preferred (Not Required) • CPA designation • Experience in medspa • Experience supporting fundraising, investor reporting, or M&A processes What Success Looks Like • Books are consistently closed on time with high accuracy • Financials are clean, reliable, and audit-ready • Location-level performance is transparent and actively managed • Compensation and incentives drive measurable performance improvements • Cash flow is proactively managed and optimized • Leadership has clear, actionable insights into business performance • Finance is a core driver of strategy and execution—not just reporting Role Profile This role is ideal for someone who: • Has a strong analytical foundation and meaningful operating experience • Wants to go beyond owning just the finance function and instead play a broader leadership role across the business • Is excited to partner cross-functionally and influence company-wide decisions as the financial expert • Thrives in fast-paced, high-growth environments • Enjoys building systems, processes, and teams from the ground up • Can seamlessly move between detailed execution and high-level strategy

Role Description Rockstar is recruiting for a dynamic, high-growth consumer business with a multi-location, brick-and-mortar presence. The company is seeking a strategic financial leader to build and scale its finance function, partnering directly with the CEO and Head of Operations to drive business strategy and execution. This individual will own the integrity of the financials, build scalable systems and processes, and act as a key partner within the leadership team in driving company strategy and execution. Core Responsibilities - Financial Integrity & Close (Highest Priority) - Own the monthly close process to ensure books are accurate, complete, and closed on time - Manage and optimize the bookkeeping/accounting team (hire, train, restructure as needed) - Ensure accurate expense categorization and clean general ledger structure - Maintain accurate multi-location (four-wall) P&Ls - Oversee proper revenue recognition across services, packages, promotions, and gift cards - Deliver audit-ready, pristine financials at all times - Implement strong internal controls, approval workflows, and audit processes - Accounting Operations & Process Infrastructure - Build and scale finance and accounting processes, including: - Accounts payable systems (e.g., Bill.com or equivalent) - Vendor management and invoice verification workflows - Employee expense tracking systems (e.g., Ramp or equivalent) - Design and implement processes for medical and retail inventory: - Purchasing controls and invoice validation - Inventory tracking and usage accounting - Shrinkage identification and reporting - Standardize financial processes across all locations - Evaluate and implement best-in-class finance tech stack (ERP, AP, expense, inventory systems) - Cash Flow, Financing & Capital Strategy - Own cash flow forecasting and liquidity management - Lead refinancing efforts for existing debt (including SBA loans) - Evaluate and secure equipment financing options - Support capital allocation decisions across the business - Build and manage lender, banking, and financing relationships - Strategic Finance, FP&A & Business Modeling - Own monthly reporting, variance analysis, and performance insights vs. plan - Identify risks, opportunities, and key performance drivers - Build and maintain the company’s financial model and forecasts - Lead annual budgeting and planning process - Maintain and evolve margin models to guide pricing, promotions, and investment decisions - Analyze ROI across growth initiatives, new locations, and service lines - Support prioritization of strategic initiatives - Partner directly with the CEO and Head of Operations as a core strategic thought partner - Develop KPI dashboards and reporting frameworks for leadership visibility - Field Finance & Performance Management (Location, Team & Financial Management) - Build financial transparency and accountability at the location level - Develop and manage dashboards for location managers and providers - Partner with operators to track and improve revenue, labor, and cost performance - Help set and track individual and team-level financial goals - Drive adoption of performance metrics across the organization - Train non-financial leaders to understand and act on financial data - Compensation, Incentives & Equity Programs - Design and implement scalable, transparent compensation structures - Tiered incentive plans for providers and managers - Alignment with company-level financial goals - Ensure compensation plans are equitable, motivating, and performance-driven - Support annual goal-setting and performance tracking processes - Help design and model employee equity or profit participation programs - Continuously evaluate and refine comp structures based on performance data and retention outcomes - Strategic & Operational Leadership - Act as a leader for complex, cross-functional, and ambiguous projects as they arise (doesn’t have to be within the finance scope) - Drive high-impact initiatives from concept through execution - Partner across teams to ensure alignment and delivery - Bring a highly operational mindset, with the ability to move from analysis to execution quickly - Serve as a “force multiplier” for the leadership team on priority initiatives Qualifications - 10–15 years of total professional experience in finance, accounting, or related fields - 2–4+ years in investment banking or highly quantitative consulting required - 5+ years of operating experience in strategic finance / FP&A roles within a high-growth, consumer business with a multi-location brick and mortar component (ideally pre-Series D or equivalent stage) - Proven experience working in a scrappy, fast-paced environment with limited layers - Technical & Domain Expertise - Strong financial modeling and analytical skills - Deep understanding of accounting, close processes, and financial controls - Experience with: - Multi-location (four-wall) business models and unit economics - Paid marketing finance (CAC, LTV, channel performance, budget setting) - Inventory-based businesses (purchasing, usage tracking, shrinkage) - Complex revenue recognition (packages, promotions, gift cards) - Experience building forecasts across functions, including marketing and operations - Leadership & Execution - Experience building and managing teams - Ability to operate both strategically and tactically - Strong cross-functional collaboration skills - High ownership mindset with ability to independently drive initiatives - Preferred (Not Required) - CPA designation - Experience in medspa - Experience supporting fundraising, investor reporting, or M&A processes What Success Looks Like - Books are consistently closed on time with high accuracy - Financials are clean, reliable, and audit-ready - Location-level performance is transparent and actively managed - Compensation and incentives drive measurable performance improvements - Cash flow is proactively managed and optimized - Leadership has clear, actionable insights into business performance - Finance is a core driver of strategy and execution—not just reporting Role Profile - This role is ideal for someone who: - Has a strong analytical foundation and meaningful operating experience - Wants to go beyond owning just the finance function and instead play a broader leadership role across the business - Is excited to partner cross-functionally and influence company-wide decisions as the financial expert - Thrives in fast-paced, high-growth environments - Enjoys building systems, processes, and teams from the ground up - Can seamlessly move between detailed execution and high-level strategy

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sr Financial Services Operations Representative Training will be for the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role. Role Overview As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy. This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service. What you will be doing - Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy. - After attending formal training, execute service requests, which include purchases, redemptions, account maintenance, and new account set-up. - Meet and surpass quality and productivity objectives within current role, bringing a quality mindset to all aspects of the work. - Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed. - Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally. - On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests. - Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends. - Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes. What You Will Bring - Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills. - Service related skill set with ability to maintain a strong attention to detail and accuracy. - Demonstrated ability to meet deadlines, remain adaptable and flexible with change. - Exceptional written and verbal communication skills. - Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions. - Self-motivation with demonstrated ability to work and collaborate in a virtual environment. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.