• Oversee day‑to‑day accounting operations while performing core accounting functions, including month‑end close, journal entries, and reconciliations. • Review team deliverables for accuracy and timeliness. • Support audits and tax compliance. • Partner closely with finance leadership to improve processes and internal controls. • Provide day‑to‑day oversight, coaching, and development of accounting staff. • Maintain the monthly close calendar and checklist to ensure timely close. • Prepare and review monthly financial statements and department‑level reporting. • Support third‑party tax preparers and respond to audit and tax inquiries. • Identify and drive opportunities for process improvements and standardization.

• Support the financial administration of TEECOM projects from contract setup through closeout • Focus on contract review, accurate project setup, billing support, and maintaining project records • Work closely with Finance, Project Managers, and other internal teams to coordinate project setup and maintenance • Help strengthen TEECOM’s systems by documenting procedures, supporting data standards, and contributing to continuous improvement efforts

• 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