Role Description The Financial and Administrative Assistant plays a critical dual role within our small business, serving as both the financial backbone and the administrative hub for executive leadership. This individual will manage day-to-day corporate financial operations using QuickBooks, coordinate and process invoicing for Federal government contracts through applicable government payment platforms, and ensure timely payment to subcontractors, consultants, and recurring vendors. In parallel, this role provides comprehensive administrative and operational support to senior leadership, contributing to the efficient and professional management of the business. Key Responsibilities - Financial Management & Bookkeeping - Maintain complete and accurate financial records for the company in QuickBooks, including accounts payable, accounts receivable, and general ledger entries. - Reconcile bank and credit card accounts on a monthly basis and generate financial reports (P&L, balance sheet, cash flow) for leadership review. - Track and manage corporate expenses, ensuring proper coding and categorization in accordance with contract requirements and company policies. - Assist with budget preparation, forecasting, and year-end financial documentation in support of the external accountant or auditor. - Government Contract Invoicing - Prepare, submit, and track invoices for Federal government contracts using applicable government invoicing platforms (e.g., IPP, Wide Area WorkFlow/WAWF, SAM.gov portals, or agency-specific systems). - Ensure invoices comply with contract terms, FAR/DFAR requirements, and agency-specific billing guidelines, including proper documentation of deliverables and period of performance. - Monitor invoice status and follow up with Contracting Officers or agency points of contact to resolve discrepancies and ensure timely payment. - Maintain organized records of all contract invoices, modifications, and payment history for audit readiness. - Subcontractor & Vendor Payments - Process payments to subcontractors and consultants in accordance with contractual flow-down terms and approved timesheets or deliverable submissions. - Manage the payment calendar for all monthly recurring obligations, including software subscriptions, utilities, insurance, and other vendor accounts. - Communicate professionally with subcontractors and vendors regarding payment status, W-9 requirements, and any necessary documentation. - Assist in the preparation of annual 1099 filings by maintaining accurate records of vendor payments throughout the year. - Administrative Support - Provide high-quality administrative support to executive leadership, including calendar management, meeting scheduling, travel coordination, and correspondence drafting. - Prepare professional documents, presentations, and reports using Microsoft Office and Google Workspace tools. - Organize and maintain digital filing systems (cloud-based), ensuring documents are version-controlled, accessible, and properly secured. - Manage incoming communications, screen inquiries, and route or respond on behalf of leadership as appropriate. - Support special projects, research tasks, and operational initiatives as assigned by leadership. Qualifications - Associate's or Bachelor's degree in Accounting, Business Administration, Finance, or a related field — or equivalent combination of education and experience. - Minimum of 3–5 years of combined experience in financial administration, bookkeeping, or accounting. - Demonstrated experience with QuickBooks (Online or Desktop) for small business financial management. - Familiarity with Federal government invoicing processes and at least one government payment platform (e.g., IPP, WAWF/iRAPT, or agency-specific portals). - Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Google Workspace (Gmail, Drive, Docs, Sheets, Calendar). - Advanced Excel skills, including the ability to create and manage spreadsheets, formulas, pivot tables, and basic financial models. - Excellent verbal and written communication skills with the ability to interface professionally with government clients, subcontractors, and executive leadership. - Exceptional organizational skills, attention to detail, and the ability to manage competing priorities in a fast-paced remote environment. - Ability to work independently with minimal supervision and exercise sound judgment and discretion with confidential information. Preferred Qualifications - Experience working with a small business or government contractor in a combined finance/admin capacity. - Familiarity with Federal Acquisition Regulations (FAR) and basic compliance requirements for government contractors. - Experience processing subcontractor invoices and supporting flow-down contract requirements. - QuickBooks ProAdvisor certification or equivalent. - Experience with project management or collaboration tools (e.g., Asana, Monday.com, Slack, or Teams). Work Environment & Schedule This is a full-time, fully remote position. The individual must have a reliable home office setup with high-speed internet access, a dedicated workspace, and the ability to participate in video conferencing. Standard business hours are expected, with occasional flexibility required to meet invoice submission deadlines or respond to time-sensitive matters. Some overlap with Eastern Time Zone business hours is preferred. Compensation Salary is commensurate with experience. The following ranges reflect the current nationwide market for this role based on experience level: - Entry: $48,000 – $50,000 (2–4 yrs experience; basic QuickBooks & admin skills) - Mid-Level: $55,000 – $63,000 (4–7 yrs; federal invoicing experience; proficient in all required platforms) - Senior: $68,000 – $75,000 (7+ yrs; deep federal contracting/GovPay experience; executive support background) Note: The mid-level band of $55,000–$68,000 represents the recommended target range for a qualified candidate with relevant federal contracting and QuickBooks experience. Additional benefits may include health insurance, paid time off, and professional development support, commensurate with company policy.

Role Description We are seeking an experienced Financial Planning & Analysis (FP&A) Manager to join our Finance team. This fully remote, individual contributor role is critical in driving financial insights and strategic decision-making within our 3PL/Contract Logistics operations. In this role you will perform financial planning, budgeting, and analysis activities that inform strategic decisions and operational improvements. The FP&A Manager will work closely with cross-functional teams to provide insightful analysis of financial results and ensure alignment of financial plans and forecasts with business objectives. The ideal candidate will possess a strong analytical mindset, excellent communication skills with a polished executive presence, and a deep understanding of typical FP&A processes within a dynamic, mid-to-large-scale ($1B+) company environment. - Planning & Forecasting: Manage and maintain comprehensive and robust financial models to support annual budgeting, monthly forecasting, weekly trending, and long-term multi-year strategic planning. Ensure assumptions are well-reasoned, factually supported, and aligned with operational plans and strategic objectives. - Financial Reporting, Modeling, and Performance Analysis: Prepare and present financial reports and detailed variance analyses to both business partners and senior leadership, delivering key actionable insights and highlighting drivers of performance. Develop and maintain robust financial models for specific scenarios, long-range strategies, new business opportunities, and client contract renewals. Conduct ad hoc analysis as needed to support key business decisions, such as preparing profitability analysis of existing business. - KPI Development and Monitoring: Develop, analyze, and monitor key financial and operational metrics (e.g. ratios and percentages involving areas such as: labor costs, warehouse expenses, volume and productivity indicators, etc.) to identify trends, risks, and opportunities. Provide analysis on these KPIs and their trending against targets. - Business Partnering and Influencing: Serve as the finance business partner to designated business leaders, supporting their functional area through all Finance processes, and providing financial insights and recommendations to support strategic initiatives. Build a strong, trusting relationship with the business partners, and establish credibility by translating complex financial data into actionable guidance for non-financial stakeholders. - Cross-Functional Collaboration: Collaborate with both operational and support functions (e.g. Accounting, Purchasing, etc.) to drive collaborative processes and champion special initiatives. Be the Finance subject matter expert representing FP&A in these initiatives. - Month-End Close Support: Support accounting close activities by reviewing actual financial results, investigating Budget/Forecast-to-actual variances, and aiding in ensuring both the integrity of financial data and compliance with company policies. - Continuous Process Improvement: Contribute to and participate in the continuous improvement of FP&A processes and tools to enhance the usefulness, quality, accuracy, timeliness, and efficiency of the FP&A department. Identify and communicate opportunities for improvement, and lead the resulting process to implement positive changes in the areas identified. Qualifications - Education: Bachelor’s degree in Finance, Accounting, or a related field - Experience: 5+ years of experience in financial planning & analysis or related finance roles, demonstrating increasing responsibilities in budgeting, forecasting, and financial modeling. Experience in a large public company or multi-business-unit environment is a plus - Financial Acumen: Strong understanding of accounting principles and financial statements (P&L, balance sheet, cash flow) and how they interrelate. Demonstrated ability to perform in-depth financial analysis and scenario modeling to determine present and future performance - Excel Proficiency: Intermediate or better proficiency in Microsoft Excel for financial modeling (e.g. complex formulas, pivot tables, etc.). Ability to develop and maintain detailed financial models efficiently. Advanced proficiency with experience using PowerQuery and PowerPivot is a plus - Analytical Skills: Excellent analytical and problem-solving skills with keen attention to detail and accuracy. Capable of translating large data sets into meaningful insights and actionable plans - Communication: Very strong verbal and written communication skills, with the ability to clearly present financial information and business insights to both finance and non-finance audiences. Effective at building relationships and influencing stakeholders. Strong executive presence - Self-Motivation: High degree of self-motivation and ability to work independently and autonomously in a fully remote setting. Well-organized and able to manage multiple priorities and adhere to various deadlines in a fast-paced environment - Professionalism: High level of integrity, professionalism, and discretion in handling confidential information. A results-driven mindset with a commitment to accuracy and continuous improvement Requirements - Advanced Education/Certification: Master’s degree in Finance or Accounting, or MBA. CPA or other relevant professional certification is a plus - Experience: 7+ years of experience in financial planning & analysis or related financial roles - Public Accounting Experience: Big 4 experience preferred - Industry Experience: Prior experience in the 3PL, Contract Logistics, Distribution, Supply chain, or Transportation industry, with an understanding of logistics cost drivers and operational metrics - Systems & Tools: Familiarity with enterprise ERP systems (specifically SAP) and financial planning software (e.g. Anaplan, Planful) for budgeting and reporting - Business Intelligence: Experience using data visualization or business intelligence tools (e.g. Microsoft Power BI, Tableau) to analyze data and create financial dashboards is a plus - Travel Requirement: Periodic travel will be expected, to familiarize yourself with our operations in person, to build better business relationships with operators at our 50+ facilities across the USA, and to participate in occasional team and department retreats/summits. Travel expected to be around 10%-15% of working days. Benefits - Attractive annual salary plus bonus - Benefits including PTO, sick time, corporate holidays - Medical, dental and vision insurance - 401(k) matching - Open to individuals who are authorized to work in the United States and do not require immigration sponsorship now or in the future

• Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; • Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; • Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; • Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; • Take ownership of functional work, which could include but is not limited to: • Budgeting / forecasting • Financial and operational reporting • Profitability analysis • Developing business processes • Data management

• We’re looking for a strategic and commercially minded finance leader to build and scale our FP&A capability during a critical phase of growth. • This role sits at the center of company decision-making, partnering closely with the CFO and leadership team to drive financial planning, business performance, strategic insight and operational excellence across the organization. • You’ll own the company’s financial planning and reporting cadence, including board reporting, executive leadership updates, and company-wide financial performance reporting, ensuring stakeholders have clear, actionable insight to support decision-making at every level. • You’ll be responsible for developing a best-in-class FP&A function that combines robust financial modeling, scalable systems, deep commercial analysis, and high-quality decision support. • A key focus of the role will be simplifying complexity across planning, forecasting, and performance management within a fast-paced, high-growth environment. • You’ll bring structure, clarity, and scalable processes to support rapid business expansion while enabling faster and more effective decision-making across the company. • You’ll also lead the evolution of our financial systems and infrastructure, including the implementation of next-generation FP&A and financial platforms, while embedding AI and automation into core finance workflows and processes to improve efficiency, insight generation, and forecasting capability. • Alongside this, you’ll build, mentor, and elevate a high-performing FP&A team that acts as a true strategic partner to the business — fostering a culture of commercial thinking, innovation, accountability, and continuous improvement.