• Serve as a trusted finance advisor to senior executives, influencing strategic decisions and long-term business planning • Provide independent financial perspective on key initiatives, investments, and enterprise priorities • Partner with executive leadership to shape AvidXchange’s long-range financial strategy and performance targets • Lead development and evolution of the company’s integrated long-range financial model and enterprise forecasting frameworks • Build and maintain complex driver-based financial models that support strategic planning, investment decisions, and capital allocation • Evaluate strategic initiatives through scenario analysis, pro-forma modeling, and financial impact assessments • Lead corporate financial performance analysis and KPI monitoring across the organization • Provide forward-looking insights on business performance, risks, and opportunities • Translate financial data into executive-level insights that guide operational and strategic decisions • Develop and deliver executive and board-ready financial reporting and presentations • Communicate complex financial concepts clearly to senior leaders and non-financial stakeholders • Help shape the company’s financial narrative for leadership discussions and strategic reviews • Provide leadership in the annual planning and budgeting process, ensuring alignment with enterprise strategy • Evaluate internal business drivers and external macroeconomic factors impacting financial performance • Drive continuous improvement in financial planning processes, reporting automation, and data quality • Influence cross-functional leaders through data-driven insights and financial expertise • Act as a thought partner on strategic initiatives including new products, investments, partnerships, and operational changes • Champion best practices in financial planning, modeling, and decision support across the FP&A function

• Audit and approve carrier payments • Review carrier submitted documentation accuracy, ensuring compliance with payable policy • Review documents and bills from carriers and resolve discrepancies • Manage fast-paced, high volume carrier emails • Understand and diagnose what the billing problem is, and how to fix it • Provide detailed review of vendor’s aging report • Process and submit customer invoice • Troubleshoot issues related to the customer invoicing process • Manage the invoice settlement process of a load from delivery to invoice issues for customers. • Constant communication with customers and vendors to resolve inquiries • Work in tandem with the rest of the financial settlement team to reduce our Days Sales Outstanding and Days Payable Outstanding Metrics

Role Description The Underwriter is responsible for providing efficient, timely, consistent, accurate quality loan decisions on a daily basis and underwrite loans that adhere to APM Underwriting Policy and Procedures as well as adhere to the investor guidelines, policies and procedures. Additionally, they are responsible for answering questions and assisting with problem solving with other underwriting staff. Essential Duties & Responsibilities: - Respond to both internal and external QC audit findings in a timely and proficient manner. - Underwrite a minimum of 2 loans per day and complete outstanding conditions in a timely manner. - Review files for accuracy and completeness according to the Underwriter Checklist, APMC guidelines and investor/agency guidelines. - Run files through Quality Control tools. - Communicate effectively with processors and loan officers on status of loan files and conditions. - All other related duties assigned. Qualifications - Minimum of 5-7 years current underwriting experience. - Needs to have FHA & CONV credentials; VA credentials would be an enhancement for consideration for the position. - Preferable to be located on Mid West to East Coast as this resource would be required to work East Coast hours. - 100% remote worker if lives out of CA. - Proven Experience with Encompass Required. - At least three (3) years underwriting experience. - Authority to underwrite CONV and when designated authority is authorized, USDA and/or Jumbo products to APMC or investor guidelines. - General experience and understanding of the following products: Mortgage Builder, Microsoft Word and Excel, Outlook, Internet navigation. Requirements - Problem Solving: Analytical, evaluative, and problem-solving skills. - Detail Oriented: Keen attention to detail. - Interpersonal Skills: Ability to set and manage priorities judiciously; maintains confidentiality. - Oral Communication: Ability to present ideas clearly and persuasively. - Written Communication: Writes clearly and informatively; edits work for spelling and grammar. - Teamwork: Ability to work in a team-oriented, collaborative environment. - Attendance/Punctuality: Consistently at work and on time. - Dependability: Follows instructions and takes responsibility for own actions. - Initiative: Exceptionally self-motivated and directed. - Innovation: Displays original thinking and creativity. Benefits - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Lead the accounting and finance operations supporting EXL’s Life & Annuity TPA services, including general ledger activities, reconciliations, journal entries, and financial reporting. • Oversee daily, weekly, and monthly bank account and trust account reconciliations associated with policyholder funds and client accounts. • Manage accounting for premium receipts, disbursements, policyholder transactions, and settlement activity. • Ensure accurate general ledger maintenance, financial close processes, and reporting integrity. • Oversee preparation and filing of required federal and state tax reporting, including 1099-R, withholding reporting, and tax remittances. • Ensure compliance with insurance regulatory requirements, accounting standards, and client contractual obligations. • Serve as a subject matter expert on tax and financial regulatory requirements impacting life insurance and annuity products. • Support internal and external audits, including SOC1, regulatory examinations, and client audits. • Develop and maintain robust financial controls, reconciliation procedures, and accounting governance frameworks. • Partner with Risk, Compliance, and Internal Audit teams to ensure adherence to internal control standards and operational risk frameworks. • Monitor and resolve financial exceptions, variances, and operational anomalies. • Serve as a finance leader for client relationships, supporting financial discussions, reporting, and operational improvements. • Represent EXL’s finance capabilities in client presentations, implementations, and prospective engagements. • Partner with Implementation teams to support financial onboarding of new client blocks and conversions. • Identify opportunities to improve financial processes through automation, analytics, and digital tools. • Drive process improvements leveraging data analytics, automation, and financial technology solutions. • Collaborate cross-functionally with Operations, Technology, and Product teams to enhance scalability and efficiency. • Lead, develop, and mentor accounting professionals while building strong bench strength within the organization. • Foster a culture of accountability, continuous improvement, and operational excellence. • Establish performance goals and coaching frameworks for team development.