• Proactive commission process assurance to control costs and backend corrections • Assist accounting team in the accurate calculation and timely payout of monthly commissions • Verify the accuracy of partner commissions during order provisioning • Review and ensure accuracy of partner commission data before payment • Analyze installation data for potential billing issues • Develop and maintain tracking systems for commission-related data to ensure transparency and accuracy • Collaborate closely with sales, billing, and finance/accounting teams • Influence the implementation of software and process improvements and automation • Support improvements to partner commission processes and systems • Provide training and support to relevant teams on commission processes • First point of contact for both internal and external sales teams commission inquiries • Perform ad hoc financial analyses and support strategic business initiatives • Maintain and update documentation of all processes related to commission

• Work closely with the Supply Chain Product team to provide financial, analytical and product support • Month End Close reporting, presentation and variance explanation analysis • Annual Budget development, coordination, review and presentation of analysis at various levels • Provides expert content/professional leadership on complex assignments/projects • Responsible for coordinating, conducting, and documenting financial analysis projects or financial reporting • Conducts or participates in more complex projects and/or reporting • Presents results and recommendations to management • Contributes to the development and improvement of analysis and forecasting methodologies • Solves complex problems; takes a broad perspective to identify solutions

• Develop financial models which are understandable, insightful and adaptable. • Create and present financial strategy recommendations to the CEO. • Prepare and present the finance section of client Board meetings. For some clients, fallback is to attend Board meetings and answer finance-related questions. • Be an integral part of client fundraising processes – help size round, model cap table scenarios/dilution, assist with pitch deck preparation, make investor introductions, participate in investor pitches. • Lead PC/MSO finance operations and reporting: run close, budgeting/forecasting, KPI dashboards, and board/investor updates across entities. • Manage structure economics and compliance: oversee MSO service agreement, intercompany billing/allocations/settlements, provider comp, and practice unit economics to align PC compliance with MSO profitability. • Drive performance and scalability: improve revenue cycle and cash planning, tighten vendor/shared-services spend, strengthen controls/audit readiness, and support growth initiatives (de novos, M&A). • Have happy clients as demonstrated by periodic CEO feedback and strong NPS scores. • Identify cross-sell opportunities for Burkland bookkeeping, tax and HR services, make introductions and referrals. • Overhead tasks (timesheets, invoice approvals, client reporting updates) done on time, accurately, without reminding. • Lead or help organize 1 CFO knowledge share presentation per year. • Author at least 3 short-form blog posts or content submissions per year.

• Own a portfolio of client engagements as the primary strategic finance partner to founders and executive teams • Build long-term, trust-based client relationships grounded in sound judgment and measurable impact • Lead companies through critical inflection points such as fundraising, M&A evaluation, pricing and packaging strategy, sales compensation design, and go-to-market decisions • Advise on capital allocation and investment prioritization, cash runway management, unit economics, and long-term financial planning • Shape board narratives and support investor communications with clear, data-driven insights • Build and maintain financial models and forecasts, using them as decision-making tools — not simply reporting outputs • Leverage AI and automation to improve financial workflows, analytical efficiency, and forecasting accuracy • Contribute to the continued evolution of Pilot’s Consulting Services offering and delivery model • Own and drive progress against Consulting Services team OKRs, translating strategic priorities into measurable results • Mentor and guide junior team members as they develop their strategic finance and client leadership capabilities