Role Description The Vice President, Finance & Accounting will serve as the senior-most financial leader at VSSTA, reporting directly to the CEO and working closely with the Greybull Stewardship team. This role is responsible for leading all accounting, finance, and reporting functions while building scalable processes, improving cash predictability, and providing strategic financial insight to support growth. This is a hands-on, player-coach role ideal for a finance leader with experience in PE-backed, subscription-based or technology-enabled services businesses. Key Responsibilities - Financial Leadership & Strategy - Partner with the CEO on strategic planning, OGSM execution, and capital allocation decisions - Translate company strategy into financial plans, forecasts, and operating KPIs - Provide clear visibility into normalized EBITDA, cash flow, and unit economics - Support board reporting, investor materials, and Greybull operating cadence - Accounting & Close - Own monthly, quarterly, and annual close processes with a target 5-business-day close - Ensure accurate GAAP-compliant financial statements (P&L, Balance Sheet, Cash Flow) - Manage revenue recognition for subscription and service-based offerings - Oversee external accounting firms, auditors, and tax advisors - Cash Flow & Working Capital - Build and maintain a rolling 13-week cash forecast - Actively manage accounts receivable, payables, and collections - Oversee sales tax compliance and multi-state reporting - Establish cash management policies and controls - Planning, Forecasting & Analytics - Lead annual budgeting and rolling forecast processes - Develop financial models tied to ARR growth, sales pipeline, and support capacity - Build dashboards tracking ARR, churn, gross margin, cash runway, and operating leverage - Provide actionable insights to functional leaders - Systems & Process Improvement - Own financial systems and reporting tools (billing, CRM integrations) - Improve billing accuracy, collections cadence, and financial controls - Drive process automation and scalability across finance operations Qualifications - Eight years of progressive finance and accounting experience - Prior experience in a PE-backed, SaaS, or technology-enabled services company - Strong accounting foundation; CPA preferred - Experience building or scaling finance functions - Highly analytical, detail-oriented, and operationally minded - Strong communicator with high emotional intelligence What Success Looks Like (First 12 Months) - Predictable monthly close and trusted financial reporting - Clear visibility into cash flow and operating performance - Reduced financial volatility through forecasting discipline - Finance viewed as a strategic partner across the organization Location/Salary This role is remote-friendly within the United States, with periodic travel as needed. Priority will be given to candidates living in south Texas. The salary is listed at $150K-$165K. Application and Nomination Review of applications will begin immediately and will continue until the position is filled. To apply for this position, please email a position-specific cover letter and resume to Jennifer N. Hiatt at jennifer@greybullstewardship.com. Nominations may be emailed to the same email address. Applicants needing reasonable accommodations to participate in the applications process should contact Jennifer N. Hiatt directly.

• Develop and maintain interactive, customized dashboards with an emphasis on financial metrics (income statement/P&L, cash flow, budget, among others) • Perform data storytelling to translate complex information into actionable insights • Collaborate with business units and finance teams to identify analytical needs • Ensure BI processes are aligned with agile best practices • Produce predictive analyses and identify financial trends to support decision-making • Monitor and ensure the quality and consistency of financial data used

• Own the end-to-end SAP Finance functional architecture across OtC, RtR, and PtP. • Translate business strategy and process requirements into scalable SAP S/4HANA Finance solutions. • Maintain the Finance solution blueprint, global standards, and functional guardrails. • Ensure alignment with enterprise architecture principles and SAP best practices. • Establish and enforce global Finance design standards. • Govern changes to Finance processes through formal design authority forums. • Drive process harmonisation across operating entities to maximise reuse and minimise customisation. • Provide expert guidance on SAP Finance capabilities and best-practice process design. • Partner with SAP Product Managers and Centres of Excellence to ensure consistent solution design and backlog prioritisation. • Support product teams during refinement, solutioning, configuration, and functional testing. • Review and approve functional specifications, configuration decisions, and enhancement requests. • Act as functional lead across major initiatives including S/4HANA, Central Finance, Group Reporting, Tax, Treasury, and BTP extensions. • Support programme streams with solution design, data mapping, integrations, testing, and cutover activities. • Identify and resolve functional dependencies and design risks. • Ensure Finance master data, transactional structures, and reporting hierarchies align with global standards. • Oversee functional aspects of integrations across SAP and non-SAP systems (e.g. CPI, APIs, banking platforms, tax engines). • Support the design of analytics, KPIs, group reporting, and compliance-related reporting structures. • Act as a trusted functional advisor to Finance leadership, Global Process Owners, and business SMEs. • Facilitate solution design workshops and capability assessments. • Ensure functional designs meet quality, audit, control, and compliance requirements. • Support testing cycles (SIT, UAT, regression), training validation, and business readiness activities.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives. - Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics. - Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients. - Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamics, and other risks. - Quickly identify, pursue, and present solutions aligned with the best interests of the client. - Participate in client meetings and work within a team environment to deliver integrated planning services. - Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables. - Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors. - Keep abreast of legislative and tax changes. - Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors. - Cultivate and maintain relationships with Advisors directly and in partnership with colleagues. - Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues. - Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients. - Coach and mentor colleagues on different wealth planning topics. Qualifications - Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding. - Current on innovative wealth planning solutions, including the use of different advanced planning techniques. - Outstanding presentation skills, written and verbal communication skills. - Outstanding Word, Excel, and PowerPoint creation abilities. - Minimum 10 years of experience within a banking, RIA or wire-house culture. - Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning. - CFP, CPA or JD required. - Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred. Requirements - The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month. - Remote within the U.S. - Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected. Compensation - The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors. - We offer a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.