• Drive advisor success by providing expert guidance on plan design, compensation structures, and regulatory documentation requirements through responsive, solutions-oriented support • Manage and resolve a high volume of advisor inquiries via email and phone, delivering clear, actionable solutions that strengthen advisor confidence and capabilities • Orchestrate complex problem resolution by coordinating with cross-functional teams including Account Management, Client Services, and Partnerships to ensure comprehensive solution delivery • Identify patterns in advisor challenges and collaborate with internal teams to develop and implement scalable process improvements that enhance the advisor experience • Maintain meticulous case management practices, ensuring timely follow-up and resolution tracking while meeting or exceeding service level agreements • Provide white glove service to financial advisor contacts to take the guesswork out of who they should be reaching out to for support with Human Interest services

Role Description We are hiring a Chief Financial Officer to own the full finance function and lead the company’s capital markets strategy. This is a dual-mandate role: run the financial operations of a PE-backed company while building and executing a capital markets infrastructure to monetize the company’s mass tort receivable pipeline. The operational finance function is being built—this person will establish processes, hire a team, and create the reporting infrastructure expected of a PE-backed platform. The capital markets mandate is a progressive build: executing founder-structured deals initially, then building the institutional financing capability independently over 12–24 months. This role reports directly to the Founder/CEO. Responsibilities - Operational Finance - Own the company’s P&L, balance sheet, cash flow, and treasury management. - Establish and manage the monthly/quarterly financial close process. - Lead budgeting, forecasting, and FP&A in coordination with executive leadership. - Manage relationships with external accounting firms, tax advisors, and auditors. - Own lender compliance and reporting (existing and future facilities). - Deliver board-ready financial packages to the Founder and PE sponsor. - Hire and manage a Controller and build out the finance team. - Capital Markets & Strategic Finance - Execute capital markets transactions to monetize the company’s mass tort receivable pipeline, including factoring, credit facilities, and structured financing. - Lead the company’s transition from cash to accrual accounting (ASC 606). - Build lender-grade portfolio reporting and data infrastructure in coordination with operations and technology. - Develop and maintain the borrowing base methodology and underwriting framework for the receivable portfolio. - Engage and manage relationships with institutional lenders, specialty finance counterparties, and structured finance counsel. - Present proposed transactions to the Investment Committee for approval. - Own the financial narrative for investors: audited financials, capital markets documentation, and portfolio analytics. Qualifications - 10+ years of progressive finance leadership experience, including CFO or VP of Finance roles. - Experience as a finance leader at a PE-backed company, with understanding of board reporting, investor reporting, and sponsor expectations. - Deep operational finance capabilities: monthly close, FP&A, budgeting, cash management, and audit coordination. - Demonstrated experience leading or managing accrual accounting conversions from cash basis, including ASC 606 revenue recognition policy development, historical financial restatement, and coordination with outside audit firms. - Exposure to structured finance, receivable monetization, asset-backed lending, or capital markets transactions. - Ability to build and lead a finance team, including hiring a Controller and potentially a capital markets analyst. - Strong communication skills for board presentations, lender negotiations, and cross-functional coordination. - Legal industry or specialty finance experience is a plus but not required. Benefits - Competitive base salary range: $253K–$379K per year. - Total compensation reflects the C-level scope and strategic importance of the role. - Private Health Care Plan (Medical, Dental & Vision). - Company HSA contributions for HDHP participants. - Flexible Spending Accounts (Health & Dependent Care). - Company-Paid Short-Term Disability Coverage. - Voluntary Long-Term Disability, Life, AD&D, and Supplemental Coverage Options. - 401(k) Plan with Company Match. - Paid Time Off (Vacation, Sick Time & Select Holidays). - Paid Parental Leave. Company Description Zipliens is a fast-growing, PE-backed leader in lien resolution and mass tort services, partnering with law firms nationwide. The company manages a significant portfolio of mass tort receivables and is transforming from a tech-enabled service provider into a tech-first comprehensive legal services platform.

• Lead development, refinement, and ownership of core SaaS metrics and KPIs, ensuring relevance, accuracy, and alignment with industry benchmarks • Support and analyze key SaaS financial metrics, including ARR, bookings, revenue, margins, renewals, customer lifetime value, and expense drivers • Build and maintain sophisticated financial models using Excel, Google Sheets, Tableau, and other tools, with a focus on automation and scalability • Partner with senior leaders to provide strategic insights, recommendations, and decision support through deep financial and operational analysis • Serve as a strategic thought partner to GTM leadership, supporting long- and short-term planning across bookings, revenue, pipeline, and operating expenses by product, geography, and business segment • Work closely with the CRO and Sales Operations on sales capacity planning, quota setting, compensation design, and commission analysis • Prepare staffing and productivity analyses and deliver data-driven recommendations to executive leadership • Identify financial risks and opportunities that impact enterprise performance and support proactive decision-making • Lead the design and delivery of executive-ready reporting, dashboards, and visual storytelling for monthly, quarterly, and ad hoc reviews • Support consolidation of budgets and forecasts in partnership with FP&A team members, continuously improving models and reporting accuracy • Drive reporting, forecasting, and process improvements, including metric alignment, data integrity, and automation across systems • Prepare materials for Monthly Reporting Packages, Quarterly Business Reviews, and executive and Board-level presentations

Role Description We’re looking for a Financial Planning & Analysis (FP&A) Analyst who will play a key role in supporting the bank’s financial strategy and decision-making processes. This position is responsible for budgeting, forecasting, financial modeling, and performance analysis to drive informed business decisions and ensure financial health. The FP&A Analyst collaborates with cross-functional teams to deliver actionable insights and recommendations to senior management. Qualifications - Bachelor’s degree in Finance, Accounting, or a related field. - 2+ years of experience in FP&A, financial analysis, or related roles. Strong plus if within banking or financial services sector. - Strong proficiency in Microsoft Excel, financial modeling, and data analysis. Experience with financial software and ERP systems is a strong plus. - High level of integrity and commitment to confidentiality. - Strong ability to explain complex financial concepts to non-financial stakeholders. - Excellent analytical, problem-solving, and quantitative skills. Requirements - Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an analytical thinker with a strong focus on data-driven decision making. - Master Communicator - You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. - Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. - Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process. - Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. Benefits - Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives, and equity. - Health Coverage — 100% employer-paid for employees; employer contribution for dependents. - Medical, Dental & Vision Insurance. - Health Savings Account (HSA). - Free Telemedicine access via Teladoc. - 401(k) with 6% Employer Match — No Vesting Period. - Employee Stock Options. - Exclusive Employee Banking Perks. - 0% Financing for Employee Solar Loans. - Employee Only Mortgage Product with exclusive interest rates and terms. - 0% Financing for Eligible Electric Vehicles (EVs). - Referral Incentives. - Generous Paid Time Off — 2–4 Weeks of Vacation based on officer level plus additional tenure-based time. - 64 Hours of Paid Sick Time for all full-time employees. - Company-Paid Life Insurance. - Short- & Long-Term Disability Insurance. - Voluntary Life, Accident & Critical Illness Coverage. - Employee Assistance Program (EAP) with free counseling, legal, and financial services.