• Perform client invoicing • Assist with project reconciliations • Ensure the accounting system is updated and maintained with project budget uploads • Release and check new projects • Help update revenue reports and associated month-end tasks

• Utilize your financial planning expertise to assist member firms with a range of planning strategies, from basic to complex, ensuring they meet their clients' long-term financial goals. • Clearly communicate financial plans as part of our Fractional Planning offering, including custom plan summary videos that are sent to our member firms. • Serve as a subject matter expert on financial planning tools such as eMoney, Holistiplan, and Nitrogen. Provide guidance, training, and support to member firms in optimizing these tools for comprehensive financial planning. • Act as a consultant to member firms, responding to, monitoring, and tracking incoming inquiries. Offer tailored guidance on financial planning strategies, with a particular emphasis on retirement planning and tax implications. • Conduct thorough research on complex financial planning issues, including tax and retirement planning. Provide insights and recommendations that enhance the planning strategies of member firms. • Create, revise, and present financial planning materials and deliverables to ensure they are technically accurate and accessible to a variety of audiences. • Advocate for and contribute to the development of planning solutions and tools that align with Triad's mission. • Drive innovation by managing and participating in projects that support member firms' success. • Work closely with partner firms, clients, and prospects to provide consulting services related to comprehensive financial planning. • Lead and support planning-related projects and initiatives, ensuring they are completed on time and meet the strategic goals of Triad. • Stay up-to-date with industry trends, best practices, and legislative changes that may impact financial planning and advisory services. Share relevant insights with member firms and the Triad team. • Contribute to Triad's thought leadership by taking initiative in areas such as innovation, creativity, and the development of best practices within the financial planning domain.

• You'll run the day-to-day accounting - classifying transactions in QBO, managing accounts payable and receivable, maintaining the general ledger, and keeping the books clean. • You'll oversee a highly complex invoicing process, where attention to detail and the ability to navigate challenging scenarios are essential. • You’ll develop and enforce well-maintained financial documents, policies, systems, and internal controls ensuring compliance with provincial and federal regulations. • You’ll prepare timely financial statements, reports, and cost-benefit analyses, including year-to-date actuals, forecasts, and variance explanations - on a monthly, quarterly, and annual basis. • You'll evaluate marketing and channel performance through a financial lens - analyzing CAC, LTV, revenue per user, and ROI across SEO, paid media, and affiliate networks - translating data into clear, actionable recommendations that drive conversion and revenue growth. • You'll work with analytics and data visualization tools, alongside core financial platforms to extract insights, identify trends, and surface the data that matters most to the business. • You'll own the end-to-end financial operations of the GeniusCash rewards program - including weekly fulfillment validation and payment processing with the Customer Service team, fraud investigation, and reconciliation of manual approvals. • You’ll collaborate with the Sr. Finance Manager and other members of the senior leadership team to develop and implement financial strategies that align with and support the company’s objectives. • You'll connect the dots between financial results and company initiatives across all of our core teams to bolster positive revenue trends and short circuit negative ones. • You'll investigate and respond to all finance and accounting inquiries promptly and accurately. • You’ll oversee payroll, manage time-off tracking, and maintain process documentation, along with supporting a range of related operational tasks. • You’ll ensure compliance with tax regulations and assist with tax planning and filing. • You'll work closely with external contractors, clients, and affiliate partners. • You'll support stretch projects and assist the team as needed. • You'll wear many different hats in a lean, agile, and fast-paced culture.

• Diagnose and resolve system incidents, ensuring rapid service restoration. • Participate in requirements analysis and implement improvements to existing systems. • Collaborate with development teams to identify and fix application defects. • Document technical processes and procedures, contributing to the team knowledge base. • Perform system testing and functionality validation to ensure delivery quality. • Provide training and support to internal users, promoting effective use of available tools.