• Manage financial and accounting business matters in accordance with established procedures and standards • Develop and train bookkeeping and accounting support personnel to deliver quality service in accordance with established controls and standards • Independently manage financial services toward the company objective of quality service and high satisfaction; recommend actions to this end • Independently provide strategic management advice and service, including special complex requirements of large group practices, by gaining a strong working knowledge of the Group’s business and industry • Attend and conduct regular face-to-face meetings • Collaborate with Billing Manager to deliver service in a team approach with continuous communication and coordination • Occasional Travel as needed • Perform all other duties as assigned

• Track company drivers such as MRR/ARR, Churn, CAC (Customer Acquisition Cost), Logo Retention, and Margins to direct long-term strategic planning and provide data-driven insights to leadership. • Leverage cohort analysis and complex financial models to create actionable reports and presentations for senior management. • Partner with Marketing and Business Development leadership to track the sales funnel and forecast revenue. • Monitor COGS and expenses to balance growth rate, profit margin, and cash flow in support of the company's financial targets. • Act as the primary owner for our FP&A software, lead the implementation of new tools, manage ongoing system support, and utilize excellent project management skills to ensure our financial tech stack is optimized and scalable. • Partner with business leaders to optimize financial procedures through continuous improvements to automation and data analysis.

• Early identification of regulatory developments and trends for financial services providers including banks and asset managers • Advising our clients on the impact of global, European and national regulations on their business model, process and control landscape as well as the operating model • Implementation of regulatory requirements, participation in the establishment of effective and sustainable Risk & Compliance structures and support in clients' change management processes • Identification and adaptation of technology solutions to increase the efficiency of risk & compliance structures, including AI-based solutions • Responsibility for service delivery, project progress and subject-matter contribution within an international team of regulatory and compliance experts

• Own the company-wide strategic planning process, including annual budgeting, rolling forecasts, and long-term financial modeling. • Analyze and iterate on pricing structures to maximize growth and retention, ensuring alignment with product value and market demand. • Evaluate organic and inorganic growth opportunities, including M&A, strategic partnerships, and capital allocation strategies. • Lead mission-critical "special projects" requested by the C-suite and VPs across Product, Marketing, Engineering, and Sales. • Build and refine scalable processes across finance, business, and growth to ensure the organization can operate efficiently at scale. • Own and optimize key finance and operating systems to ensure data integrity and operational leverage. • Drive the adoption of AI and automation across finance, business, and operating systems to enhance efficiency, data accuracy, and operational leverage. • Own the preparation of Board materials, Investor updates, and internal business reviews. Define and track company-wide KPIs and OKRs to ensure the business is aligned on performance. • Work closely with Product, Sales, Marketing, and Partnerships to align on strategic initiatives and investments. • Coordinate with Accounting partners to ensure a bi-directional flow of information during close cycles, ensuring financial accuracy matches strategic intent. • Own the reporting and analysis of PLG usage metrics, explicitly linking them to the company's P&L and unit economics.