• Prepare, process and post journal entries timely and accurately. • Assure that financial accounts are reconciled timely and accurately. • Support timely and efficient month-end, quarter-end, and year-end close processes. • Perform account analysis to identify and explain variances. • Maintaining proper documentation and filing of supporting documents, including approvals. • Assist with internal and external audit requests. • Liaise with the bank and other parties as required. • Perform backup duties within the department as required. • Prepare, process, and reconcile daily and monthly accounts receivable journal entries. • Process daily accounts receivable pending (suspense and unidentified payment) items ensuring appropriate application to policies and unapplied funds are returned to customers timely. • Review, recommend and process accounts receivable items for collections per FAIR Plan policies. • Assists with the design, testing and implementation of billing processes that ensure timely and accurate billing of customers. • Perform user acceptance testing of billing functionality for system releases using pre-defined test plans and scripts to identify defects. Follows uniform testing procedures. Documents results and uses designated systems and tools to track and communicate outcomes. Performs follow-up rounds of testing as needed. • Investigates and resolves billing system discrepancies and errors. • Collaborate and communicate with other departments to ensure billing accuracy. • Ensures that invoices accurately reflect terms and conditions agreed to by the organization and comply with Department of Insurance rules and regulations. • Identify and recommend opportunities for improvements to billing policies and procedures. • Prepare and present analytical reports to identify trends, inefficiencies, delinquent accounts, and other relevant metrics. • Monitor billing invoices and forms generation cycles and alert management of failures. • Responsible for ad hoc customer billing and responding to customer inquiries regarding bills.

• Own monthly revenue close activities, including journal entries, reconciliations, and variance analysis. • Review customer contracts and order forms to ensure proper revenue treatment under ASC 606. • Maintain and update revenue schedules, deferred revenue balances, and contract assets/liabilities. • Ensure compliance with internal controls, SOX requirements, and accounting policies. • Oversee the full Q2C lifecycle: quoting, order management, billing, revenue recognition, and collections. • Partner with Sales, Deal Desk, Legal, and Customer Success to validate pricing and terms. • Review and approve sales orders for accuracy and alignment with revenue policies. • Support billing operations, ensuring invoices are accurate and timely. • Serve as a subject-matter expert on revenue and Q2C processes for internal stakeholders. • Collaborate with FP&A to support forecasting, budgeting, and revenue analytics. • Work with IT/Systems teams to enhance ERP, CRM, and billing system functionality. • Prepare audit schedules and support external audits. • Identify opportunities to streamline Q2C workflows and improve data integrity. • Ensure timely and accurate reporting of revenue-related metrics.

• Supervise and develop staff accountants by setting deadlines, clearing roadblocks, and providing detailed review feedback • Review financial statements prepared by associates in QuickBooks Online and other accounting platforms • Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships • Serve as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concerns • Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis • Lead client onboarding and ensure a smooth transition into our processes • Provide a seamless and clean hand-off of client books to our tax team for tax return preparation

About Firstbase Tens of thousands of businesses — from newly incorporated startups to public enterprises — rely on Firstbase to streamline compliance, finance, analytics, and every part of the back office. It is one platform to run your entire company. Our goal is to make running a business feel like magic. We make it possible by owning the general ledger and unifying data across all business functions. Compliance tasks are flagged — and often resolved — automatically. Real-time business metrics are accurate, accessible, and easy to understand. And if you need to hire a new employee, send an invoice, or file taxes, you can do it from the same interface. We’re bundling what’s never been bundled. We’re not building an incorporation tool. We’re not building an ERP. We’re not building an "AI accountant." We are creating a new category entirely: the Company OS . How we work We cherish the moments when noise fades and we move with clarity, confidence, and focus — doing the right thing at the right time. These moments are when our best work happens, and we strive to create more of them. We value craftsmanship over busyness, clarity over complexity, and resilience above all — whether it takes hard work or patience. We aim high, avoid mediocrity, and speak with fearless transparency. We believe in accelerated career progression and take pride in growing talent from within, always preferring to promote our own before looking externally. About the team Reporting into the accounting Fulfillment Manager, you will manage a remote team of bookkeepers to ensure accuracy and compliance, work closely with the engineering and product team to solve day to day problems and improve processes. What you will do You will lead a team of Bookkeepers, with an amazing team of engineers and an unbelievable product that will soon become one of the biggest competitors in the world. Your responsibilities will include: Manage a team of remote bookkeepers Ensure monthly compliance and accuracy for our customer’s books Assist and solve customer queries Improve monthly accounting processes Manage your own set of customers Be deadline driven You should meet the following requirements Perks & Benefits Competitive salary & equity: We offer top-of-market pay and a generous equity package — so you’re rewarded not just for your work today, but for the future you help create. Generous raises & stock refreshers: Your impact deserves recognition. We review compensation quite frequently to ensure you're rewarded as your role grows — including stock refreshers so you continue to share in the upside of what we’re building together. Flexible work setup: We offer the freedom to work remotely, embracing diverse work styles, while NYC-based team members can opt for a hybrid setup, spending some days in the office to foster collaboration. PTO & other time off benefits: Take the opportunity to rest and recharge. No questions asked — it’s time to disconnect and come back stronger. Plus, paid sick days, your birthday off, and national holidays. Gear to thrive: We provide a renewable stipend on day one and every two years to create your perfect work setup — laptops, headphones, and more. It’s about giving you the tools to do your best work. Health & Wellness: We support you with a flexible health & wellness stipend, so no matter where you are, you can invest in the coverage and benefits that matter most. Learning & development: We invest in your growth through a dedicated stipend for courses, events, and anything that helps you sharpen your skills and grow in your craft. Parental leave: We support you through life’s big moments — maternity, paternity, or adoption — with fully paid time off. Generous annual bonuses that grow: Expect a bonus that reflects your hard work — usually about 10% of your base salary in the first year. From your second year, a 20% annual multiplier boosts this, rewarding your consistent performance. Company gatherings: We host annual retreats, quarterly in-person leadership planning, and occasional co-working days and happy hours — all fully covered to help us connect and have fun in person. Vacation bonus: After 3 years at Firstbase, you'll receive a generous vacation bonus to take that dream trip. It’s our way of saying "thank you" for your commitment — we’re here for the long haul, and we want you to enjoy the ride. Visa sponsorship: We support great talent. For select NYC-based roles, we may sponsor visas or support renewals (priority for candidates already in the U.S.). Eligibility is case-by-case; we’ll confirm early in the process. Accelerated career progression: We grow from within. When new roles open up, we look to our own team first — because we believe in recognizing potential, rewarding performance, and giving our people the opportunity to level up. Interested? Even if you don’t check every single box but you’re passionate about the role and want to help build something great, we still want to hear from you. We value diverse experiences and unique perspectives. Want to work at Firstbase but don’t see an opening that fits your experience? Email us at careers@firstbase.io — we will often “create” a role around a great candidate.