• Build and own the financial architecture of a rapidly scaling services business. • Own and manage the **company P&L end-to-end**, including revenue, delivery costs, gross margin by client, operating expenses, and net margin. • Design and maintain **financial models that connect operational metrics to financial outcomes**. • Build and operate **capacity planning models** accounting for offshore engineers, contractors, and full-time staff. • Lead the **annual budgeting process** with quarterly reforecasting to ensure financial planning remains dynamic. • Develop **cash flow forecasting frameworks** that account for retainer billing cycles and delivery cost timing. • Build **client-level financial views** including CAC, LTV, payback period, and margin per engagement. • Partner with the CEO on **pricing strategy and new service offerings**, modeling margin implications before launch. • Track financial impact of **client expansion, retention, and churn**. • Provide clear financial insights that support strategic business decisions. • Own the **financial systems stack**, including Stripe, QuickBooks (or similar), and integrations with operational tools like Airtable and HubSpot. • Build **automated reporting pipelines** that surface financial KPIs without manual spreadsheet exports. • Develop AI-assisted workflows for financial modeling, reporting, and automation using tools such as Claude or similar AI platforms. • Ensure financial reporting infrastructure scales with the company’s growth. • Maintain **board-ready financial reporting** on an ongoing basis. • Build and manage a **live investor data room** with accurate financial documentation. • Develop **scenario models for fundraising, partnerships, and acquisition opportunities**. • Serve as a strategic partner to the founder, translating financial insights into actionable business decisions.

• Partner closely with leaders across the organization to forecast and manage COGS, OPEX, and other key financial drivers. • Collaborate with FP&A revenue leads to understand trends, risks, and opportunities. • Produce monthly consolidated financial statements, management reporting, and performance analysis for senior leadership. • Provide strategic financial insights that inform decision-making across OpenX. • Analyze commercial deal performance and build financial models that generate actionable insights. • Translate complex data into clear, actionable recommendations for functional leaders.

• Assist with timely and accurate month-end close, including journal entries, reconciliations, and financial reporting • Support the Accounts Payable (AP) process from end to end — including invoice intake, coding, approvals, and payments • Support Accounts Receivable process including customer queries, cash collection, ageing management • Oversee cash application and monthly cash reconciliations • Prepare indirect tax returns including VAT and VIES • Identify opportunities for process improvement and efficiency • Participate in corporate compliance functions including financial statement audit, tax and other items as needed

About the Role We’re looking for a highly organized and detail-oriented Transaction Coordinator to join our growing team. In this role, you’ll partner with our General Manager, Acquisition Agents, and Escrow companies to streamline processes, ensure compliance, and drive transactions forward with minimal delays. You’ll be the trusted point of contact who takes ownership once a deal is under contract, ensuring sellers, tenants, and vendors all have a smooth experience from start to close. About New Western New Western has been named a Glassdoor Best Place to Work three years in a row (2023, 2024, 2025). We are a leading real estate investment marketplace specializing in sourcing distressed residential properties for investors. Operating in nearly 50 markets across 20 states, our innovative approach revitalizes neighborhoods, creates affordable housing options, and addresses the housing supply crisis. Join us to make a meaningful impact on the real estate market while contributing to a collaborative, mission-driven team. Key Responsibilities: - Review contracts and disclosures for accuracy and compliance - Ensure adherence to internal title underwriting requirements (trusts, FinCEN, power of attorney, probates, etc.) - Build strong relationships with sellers, Escrow companies, New Western agents, and third-party vendors - Coordinate final walk-throughs and confirm occupancy status - Take ownership of transactions once under contract, moving them efficiently through escrow - Guide sellers through the closing and escrow process with clear communication - Coordinate inspections with third-party vendors - Collect and manage tenant information when properties are occupied - Verify disclosures and contracts in ZipForms, ensuring EMD is populated correctly - Negotiate cash-for-keys with tenants when needed - Encourage referrals from satisfied sellers What you Bring to the Table: - Bachelor’s degree in business or a related field preferred - Detail-oriented with exceptional follow-through - Strong organizational and problem-solving skills - Excellent written and verbal communication abilities - Ability to build trust and positive relationships across multiple stakeholders - A resourceful, solutions-driven mindset What We Offer: - Fully remote work environment - Competitive salary - Full PPO medical and dental coverage at no cost to employees (dependent coverage available) - Vision insurance, short‑term disability, and 401(k) with matching - Flexible paid time off - Supportive, collaborative culture with direct mentorship and professional development opportunities