• Identify and coordinate EB commission payments from carriers (checks, EFTs or ACHs) • Follow up with carriers, branch offices for commission statements or retrieve from online portals • Maintain portal logins as well as signing up for new logins as needed • Batch and forward carrier payments and commission statements to outsourcing partner for posting • Coordinate commission posting with other EPIC offices • Research and resolve EB exceptions from outsourcing partner • Research and respond to any EB inquiries from branch offices • Update and maintain EB commission revenue logs • Post month end cut-off commissions in-house as needed • Process commission refunds to carriers • Allocate and post contingent commissions • Assist as back up for other A/R team members as needed • Other duties and projects assigned

• Lead, develop, and scale the multi-regional Accounting, Revenue Accounting, Payroll, and Billing/Collections teams to support a rapidly growing, global SaaS organization • Bring a strategic mindset to IPO readiness, helping to design and execute the accounting roadmap required for public company standards • Champion the company’s comprehensive enterprise risk framework, serving as the primary owner for insurance renewals, international statutory compliance, and banking relationships • Own key relationships with external auditors, banking partners, and tax authorities, running all associated operational confirmations and processes • Prepare materials and support presentation to the Audit Committee, serving as the primary voice on technical accounting positions, risk exposure, and internal control certifications • Drive readiness initiatives including SOX compliance, internal controls, audit preparedness, and process documentation • Drive the timeline and execution of annual audits and quarterly reviews, ensuring high quality results and full readiness for future SEC reporting requirements • Establish and refine accounting policies in accordance with US GAAP, with a strong focus on SaaS revenue recognition • Manage the global tax structure, including transfer pricing studies, intercompany agreements, and VAT/GST compliance, ensuring effective international scaling • Own revenue accounting processes, including ASC 606, contract review, and complex revenue arrangements. Manage unique customer and vendor contracting discussions in partnership with Legal and Deal Desk • Oversee monthly, quarterly, and annual close processes, ensuring accuracy, timeliness, and scalability • Ensure strong billing, collections, and cash application processes that support customer experience and financial integrity • Own global cash positioning, bank account administration, and investment policy execution • Lead the implementation and optimization of accounting systems and tools as the company scales • Collaborate closely with Sales, Deal Desk, Legal, and RevOps to support contract structuring and revenue accuracy • Partner with FP&A to ensure alignment between actuals, forecasts, and strategic plans • Support M&A activity as needed, including accounting integration and purchase accounting

• Accounting Ownership: Full cycle with journals, accruals, provisions, reconciliations, month-end and year-end close. Mentor the Operations Assistant on AP/AR. • Multi-Entity Compliance: Primary contact for accounting partners in UK, FR, US, ES. Review and approve subsidiary financials and tax presentations. Support audits, statutory filings, transfer pricing. • Payroll & Payments: Own end-to-end payroll across jurisdictions. Run regular AP cycles to safeguard funds availability. The CEO does not need to follow up. • Reporting & Controlling: Timely financial statements, KPI dashboards, budget-to-actual, variance analysis, cash flow. Challenge department leads when material deviations from budget appear; surface root causes to the CEO with clean supporting analysis. • Data Integrity: Streamline workflows between Sales, Account Management, Implementation, and Finance. Eliminate reconciliation friction. • Automation & AI: Drive AI adoption inside Finance. Replace manual work with AI and no-code automation (Anthropic Claude, n8n, Notion, Zapier). Goal: a Finance function that runs on systems, not on hours.

• Manage all aspects of accounting operations, including general ledger, monthly/quarterly/annual close processes • Ensure compliance with U.S. GAAP, internal controls, and company accounting policies • Oversee AP, responsible for Fixed Assets, inventory and other core operational accounting processes • Prepare, review and approve journal entries, account reconciliations, and monthly financial statements • Responsible for intercompany revenue, billing and statutory audits of foreign subsidiaries • Manage and optimize the close calendar to ensure timely, accurate, and consistent reporting • Manage bank transactions and serve as a backup for payroll processing • Ensure a structured, efficient close process with a goal of completing month-end within 5–7 business days • Manage multiple workstreams and competing priorities while meeting internal and external deadlines • Assist in implementation of the chosen accounting tools, initiate process improvements using AI tools • Enhance documentation, standard operating procedures, automation, and internal workflows to reduce manual errors, increase transparency, and support scalability • Support integrations of key systems such as expense reimbursement, credit cards, banking and HRIS • Provide timely supports for annual and interim financial audits • Monitor evolving compliance requirements • Support special projects tied to business expansion, cost accounting, or new policy implementation • Coordinate effectively with offshore team members and contribute to global process alignment