• Manage a portfolio of Trusts, supporting both new and existing customers across Planner, ICFP and other IMP products. • Lead the Initial Success (training) process for ICFP, delivering structured onboarding, training, and early-stage adoption within a 45-day period. • Partner with Trusts to help them realise full value from IMP Software, ensuring strong engagement, accurate usage, and alignment to Trust goals. • Conduct regular Success Reviews to discuss adoption, performance, and identify areas for optimisation. • Act as the customer’s advocate within IMP, working cross-functionally with Implementation, Support, Product and Account Management teams. • Identify customers at risk and work proactively to re-engage and retain them. • Support the ongoing development of best practice resources, playbooks and training content. • Contribute to continuous improvement of the customer journey, including the rollout of the LMS and Community Forum.

• Own and manage all phases of the client financial lifecycle, including invoicing, billing, unbilled activity, aged debt, dispute resolution, write offs, and financial troubleshooting. • Monitor and resolve invoicing issues, aged debt, and discrepancies in partnership with Cartus internal teams and client contacts. • Ensure accurate and compliant assignment expense reporting in support of taxable compensation requirements. • Maintain accurate expense matrices and financial frameworks to support correct billing, compliance, and margin protection. • Proactively identify missed fees, pricing deviations, and revenue leakage; partner with internal teams to remediate and safeguard profitability. • Monitor financial performance and resolve invoicing discrepancies in collaboration with Finance, Payroll, and Operations. • Communicate and present complex financial information, insights, and solutions clearly to stakeholders at all levels. • Serve as a trusted financial partner to the client, ensuring transparency, responsiveness, and confidence in financial processes and outcomes. • Participate in client meetings, financial reviews, and operational discussions as required. • Lead consolidated financial, operational, and compliance reporting, including standard and ad hoc deliverables. • Deliver regular and special reporting via secure, agreed upon channels and internal platforms. • Perform data analytics and trend analysis to identify risks, opportunities, cost drivers, and performance insights. • Create and maintain detailed client dashboards, reports, and analysis to support decision making and strategic planning. • Ensure integrity, accuracy, and consistency across all financial, payroll, and SLA reporting outputs by maintaining internal databases and controls. • Coordinate the setup and financial enablement of new services and new entities by partnering with Legal, Pricing, Finance, and Operations. • Ensure accurate system configuration, fee setup, and timely revenue recognition. • Manage implementation related financial process changes, ensuring issues are resolved efficiently and communicated effectively. • Assist leadership in monitoring SLAs, CTQs, service ratings, and operational performance. • Drive account compliance through effective global operational and financial reporting. • Identify cost saving initiatives and process improvements while maintaining service quality and compliance. • Contribute to continuous improvement efforts by identifying efficiencies, risks, and innovation opportunities. • Provide analytical and financial support for projects and transformational initiatives as required. • Partner closely with regional and global teams to enhance consistency, governance, and operational efficiency. • First contact point for client billing queries. • Support to Account Manager for all projects and strategic initiatives. • Liaise with client in support of assisting Account Manager with project development, deliverables and billing. • Cover for Account Manager as the primary client contact when management is out of office.

• Lead, coach, and develop Application Support Analysts and System Administrators, fostering a highly engaged and skilled team • Manage vendor relationships, system releases, upgrades, and backlogs of enhancements and defects • Oversee Level 2 application support, escalations, on-call coverage, and after-hours support as required • Establish and manage metrics, SLAs, budgets, and work plans to ensure effective resource utilization • Partner with infrastructure teams, auditors, vendors, and peer technology leaders to resolve production issues and support compliance • Lead teams effectively through change while encouraging continuous process improvement and automation • Maintain strong relationships with team members, credit union members, vendors, and professional organizations

Role Description We are looking for a Finance Director based in Ecuador to lead the financial operations of Devsu, while acting as a strategic partner to leadership. This is not a traditional accounting role. You will act as a senior financial leader, owning financial visibility, planning, and decision support across the company, and serving as a key partner to leadership in shaping the business. You’ll be responsible for ensuring financial accuracy and helping shape the financial direction of the business, balancing execution with strategy. Key Responsibilities - Financial Operations & Compliance - Own the monthly close process across entities - Oversee preparation of: - Balance Sheet - Profit & Loss (P&L) - Cash flow statements - Ensure compliance with: - Ecuadorian accounting, tax, and labor regulations (primary) - U.S. GAAP - Coordinate with external accountants, auditors, and tax advisors in both US and Ecuador jurisdictions - Strategic Finance & Decision Support - Lead budgeting, forecasting, and long-term financial planning - Build and maintain financial models to support growth decisions - Provide insights on: - Profitability by client / service line - Cost structure and margin optimization - Cash flow and capital allocation - Support leadership in strategic initiatives (pricing, expansion, efficiency) - Identify risks and opportunities proactively - Business Optimization - Design and implement cost control and financial discipline frameworks - Improve financial processes, reporting clarity, and internal controls through automation and AI - Support cross-border structure optimization and tax efficiency (in coordination with advisors) Qualifications - Bachelor’s degree in Finance, Accounting, or related field - 4 to 6+ years of experience in finance/accounting roles, with increasing responsibility - Strong knowledge of: - Ecuadorian accounting and tax regulations (required) - U.S. GAAP (working knowledge required) - Experience managing multi-entity or international financial operations - Proven experience in financial planning, modeling, and analysis (FP&A) - Strong business acumen—ability to connect numbers to decisions - Advanced Excel / financial modeling skills - Fluent in Spanish and English Requirements - Nice to Have (Bonus Points): - Master’s degree in Business Administration with a concentration in Finance, or equivalent advanced degree - Experience in company valuations (DCF, comparables, transaction support) - Background in software / tech services companies - Experience supporting executive teams or founders directly - Exposure to M&A, fundraising, or financial structuring What We’re Looking For - Someone who: - Thinks like an owner, not just an accountant - Is comfortable operating with ambiguity and autonomy - Can challenge assumptions with data and logic - Balances attention to detail with big-picture thinking - Wants to grow into a future CFO role Why This Role This is an opportunity to step into a high-impact finance leadership role within a growing, international company without the bureaucracy of a traditional corporate environment. You’ll work directly with leadership, influence key decisions, and help build the financial foundation for the next stage of growth.