• Perform account audits, reconciliation activities, and revenue recognition efforts • Manage and support end-to-end billing processes and payment methodologies • Handle invoicing activities and track payment receipts and account statuses • Support vendor management and purchasing operations across internal and external stakeholders • Assist with financial operations tied to procurement, expense management, and payment processing systems • Support help desk and operational support functions related to vendor systems, invoicing platforms, purchasing tools, and payment inquiries • Collaborate cross-functionally with finance, operations, procurement, accounting, and technology teams • Ensure accuracy, compliance, and operational efficiency across financial workflows and reporting processes • Identify opportunities for process improvements and operational optimization • Maintain strong documentation, reporting, and organizational practices within enterprise systems

• Integral part of the Financial Planning and Analysis team. • Responsible for IT, Facilities, HR and Legal budget/forecast application preparation • Analyzing and managing departmental results, budgets and forecasts. • Responsible for chart of account maintenance • Assist in preparing annual budgets and monthly forecasts. • Provide insightful financial analyses that help drive strategic decisions. • Work closely with and develop strong interfaces with the business finance and regional accounting teams to ensure that budgeting, forecasting, and expense management requirements are met on a corporate level. • Prepare ad hoc reports as required

• Serve the investment advisory needs of clients in our direct-to-consumer business • Build relationships with D2C clients directly and provide product feedback • Train and coach advisors leveraging our platform through the B2B business • Manage a client book of business and deploy proactive relationship-building strategies • Collaborate with Product and Engineering teams by providing ongoing feedback

• Develop and execute leasing strategies aligned with infrastructure growth plan • Lead the end-to-end equipment leasing program including buy vs. lease decisions • Act as the main contact for financing partners and support negotiations • Manage lease portfolio including financial term tracking and monitoring • Coordinate equipment needs/orders during the procurement process • Coordinate operational execution of new leases and required documentation • Provide financial forecasting support and structured inputs for budgeting • Establish processes for lease intake and approval