• Bank reconciliations: perform daily and/or periodic reconciliations of bank accounts, identify discrepancies, and support investigations into their causes; • Tax reconciliations and fiscal processes: support tax reconciliations and ancillary tax obligations. Also verify balances, tax calculations and payments based on documents and systems, contributing to the compliance and integrity of fiscal and accounting information; • Monthly accounting close and reporting: support the monthly accounting close according to a pre-established calendar. Additionally, ensure the calculation and closing of the accounting accounts under your responsibility; • Support to other teams (accounting guidance): provide support to internal areas on accounting matters, advising them on their records and the correct classification of information. Review/validate received information to ensure integrity.

Director of Accounting Pine Services Group | Remote | Reports to: Chief Financial Officer About Pine Services Group Pine Services Group is a long-term holding company within the Evergreen Services Group family, owning and operating a portfolio of ERP VAR and technology services companies. Headquartered in the U.S., we operate in a decentralized model and are in an active period of growth — both through continued domestic acquisition and expanding our footprint internationally. We partner closely with our portfolio company (OpCo) leadership teams to drive financial discipline, operational rigor, and scalable growth. As our portfolio continues to grow through acquisition and geographic expansion, we are investing in the central finance infrastructure needed to support that scale. The Director of Accounting is a key part of that foundation. Position Summary The Director of Accounting will serve as Pine Services Group's in-house technical accounting authority, responsible for designing the controls, policies, and frameworks that allow our portfolio companies to operate with financial rigor at scale. This is a newly created, highly visible role reporting directly to the CFO. Key Responsibilities Portfolio-Wide Controls & Policy Design - Design and implement a standardized accounting controls and policy framework across all Pine portfolio companies - Establish month-end close procedures, dual-authority banking policies, and acquisition accounting standards - Create repeatable infrastructure that scales with portfolio growth Technical Accounting & Audit Readiness - Reduce recurring audit adjusting journal entries to zero by establishing proper processes and building OpCo accounting team capability - Own and draft independent technical accounting memos; present positions to external auditors without significant escalation - Serve as the go-to resource across ASC 606, 805, 842, 718, and 740 Deal & Diligence Support - Build and own a systematic pre-deal accounting review process for all LOIs, employment agreements, and purchase agreements - Proactively flag accounting implications prior to deal close; advise on purchase price allocation, earnout structures, and post-close adjustments OpCo Onboarding - Create a repeatable 90-day onboarding framework for newly acquired portfolio companies, including staffing assessments, close process documentation, and compliance checklists Team Leadership & External Advisory Management - Manage and develop Pine HQ's accounting team; coach OpCo accounting staff of varying sophistication levels Qualifications Required - Active CPA license - 8–15 years of progressive accounting experience; Master's degree in Accounting or MBA strongly preferred (CA equivalent acceptable) - Big 4 or equivalent technical accounting advisory background — Accounting Advisory, FAAS, or similar (not solely audit) - Deep fluency across core ASC standards: 606, 842, 805, 718, and 740 - Hands-on SOX 404 experience including design, documentation, and control testing — not just oversight - SEC reporting ownership or equivalent financial reporting discipline in a PE-backed environment Preferred - IPO or de-SPAC experience: S-1/S-4 preparation, SEC comment letter response, or public readiness work - M&A transaction accounting: purchase price allocation, earnout accounting, post-close adjustments, and consolidation of acquired entities - Experience building or rebuilding a technical accounting function from scratch — processes, policies, and memos - PE-backed or growth-stage company experience, operating with lean resources across multiple entities Who Will Thrive in This Role - You have operated in PE-backed, pre-IPO, or newly public environments where processes were still being defined - You are comfortable presenting complex accounting positions to auditors and audit committees independently - You translate technical accounting into clear, actionable guidance for non-accountants — and earn trust across legal, finance, and operations without formal authority - You are intellectually curious about accounting standards and enjoy the technical research, not just the compliance output - You coach and develop teams of varying sophistication levels with patience and pragmatism - You operate with an ownership mindset — you treat the business like your own and protect the organization from avoidable risk $190,000 - $230,000 a year

• Build deep ownership over critical GL areas in a complex, high-growth environment • Play a central role in scaling accounting processes following multiple acquisitions • Develop into broader ownership of the month-end close over time • Help shape a more efficient, scalable, and audit-ready accounting function • Own and operate key areas of the general ledger • Lead end-to-end accounting for compensation (payroll and equity), leases, accruals, and consolidation/intercompany • Own the full cycle for your areas, including journal entries, account reconciliations, variance analysis, and internal reporting • Ensure accuracy, completeness, and timeliness of financial results in accordance with GAAP and company policies • Drive execution of the month-end close and internal reporting • Partner with the Senior Manager, Corporate Accounting and Compliance to manage close timelines and ensure deliverables are completed on schedule • Own the coordination and completion of internal reporting and flux analysis across the accounting team • Act as a key operator in the close process, helping drive accountability across stakeholders • Leverage automation and AI to scale accounting processes • Actively identify opportunities to automate manual processes and improve efficiency across the close and reporting cycle • Utilize NerdWallet’s internal AI tools and resources to streamline workflows, enhance accuracy, and reduce manual effort • Experiment with and implement scalable solutions, with the support of leadership, to modernize accounting operations • Lead audit and controls execution • Serve as a primary point of contact for auditors for assigned areas and support broader audit coordination (PBCs, walkthroughs, testing) • Maintain and enhance internal controls (SOX) across owned processes and support controls over broader close activities • Ensure documentation is complete, accurate, and audit-ready • Support M&A integration and operationalization • Partner with the Senior Manager, Corporate Accounting and Compliance on M&A activities, including integration of acquired entities into close processes and systems • Help operationalize new accounting processes, ensuring scalability and alignment with company standards • Lead and develop a team • Manage and mentor 2–3 accountants, providing guidance, review, and professional development • Drive accountability, organization, and execution across your team, especially during close • Partner cross-functionally • Work closely with FP&A on accruals, variance analysis, and budget vs. actual insights • Collaborate with Financial Systems and HRIS teams on payroll, equity, and systems-related initiatives • Partner with Legal and business stakeholders on accruals and other accounting matters

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: The Senior Benefits Coordinator is responsible for supporting the administration of the organization’s employee benefits programs. Reporting to the Senior Director of Corporate Benefits, this role serves as a knowledgeable and dependable resource for employees, handling day to day benefits administration and responding to employee inquiries with accuracy and professionalism. As part of the Corporate Benefits Team, this position also supports benefits related data maintenance and contributes to continuous process improvement initiatives to enhance operational efficiency and employee experience. Key Responsibilities: - Assist with the administration of employee benefit programs, including health, dental, vision, life, disability, flexible spending accounts, HSAs, and retirement plans - Serve as a primary point of contact for employee inquiries related to benefits changes and enrollment discrepancies in Workday, ensuring timely and professional responses - Support compliance efforts by preparing reports and documentation for ACA, COBRA, ERISA, and other regulatory requirements - Assist with benefit reporting and data analytics - Support open enrollment activities, including preparing materials, coordinating communications, updating system configurations, and assisting employees - Maintain data integrity by performing regular audits to ensure accurate enrollments - Contribute to the continuous improvement of processes and documentation Qualifications and Skills: - Strong attention to detail - Self-motivated, disciplined, and proactive - Service-oriented mindset with a focus on employee support - Excellent written and verbal communication skills - Strong organizational and time management abilities - Working knowledge of employee benefits and applicable federal and state regulations, including health plans, 401(k) administration, HSA/FSA plans, ACA, and ERISA - Experience with Workday Benefits and HCM preferred - Ability to thrive in a fast-paced environment and meet deadlines - Resourceful with the ability to solve problems independently Education and Experience: - Ability to handle sensitive and confidential information with discretion - Minimum of 3+ years of benefits administration experience - Proficiency in Microsoft Excel - Experience with Workday Benefits and other benefits platforms preferred Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!