• Prepare full-cycle financial statements and support the month-end close process. • Ensure accurate and timely preparation of monthly financial reports and supporting schedules. • Provide variance analysis against departmental budgets and identify key financial trends. • Review Profit & Loss accounts to ensure proper coding, allocations, and classification across departments. • Maintain and reconcile balance sheet accounts on a monthly basis. • Support accurate accruals, prepaids, intercompany activity, and other month-end accounting entries. • Own reconciliation processes related to deferred revenue and unbilled Accounts Receivable. • Support accurate revenue recognition for SaaS subscription, usage-based, and recurring billing models. • Assist with complex accounting treatments related to SaaS finance operations. • Manage equity accounting processes, including stock-based compensation and ESOP-related accounting. • Maintain the fixed asset register, including additions, disposals, amortization, and depreciation. • Conduct sales tax and economic nexus research across U.S. states and international jurisdictions. • Support year-end close, external audits, and compliance-related requests. • Contribute to finance team projects, systems improvements, and operational initiatives. • Identify process inefficiencies and proactively recommend scalable solutions. • Support workflow optimization as the company continues to grow. • Collaborate with Finance leadership and department heads on budget reviews and reporting analysis.

• Build and maintain forecasting models across revenue, margin, and cash flow • Analyze business performance and identify key trends, risks, and opportunities • Support budgeting and long-range planning • Develop operational and financial dashboards • Partner with leaders to understand drivers behind: • revenue • margin • churn • implementation performance • customer profitability • Conduct scenario analysis and investment modeling • Support pricing, resource allocation, and cost optimization initiatives • Help evaluate AI and automation opportunities from a financial ROI perspective • Assist with acquisition analysis and integration planning where needed • Prepare concise executive-level analyses and recommendations • Translate financial insights into operational actions • Improve visibility and accountability across teams

• Provides analysis to the area of the business supported • Analyzes and reports on monthly financial statements • Maintains databases and other sources of information • Supports strategic projects leveraging financial and analytic capabilities • Assists in the budget process • Responds to Ad Hoc Reporting requests and answers questions from users of the financial reports

• You will meet with existing and prospective clients to plan their financial future. • Utilize our company-provided technology and tools to improve your operation. • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.