• Own monthly, quarterly, and annual close processes • Build and maintain a scalable ≤10-day close cadence • Ensure integrity of the general ledger and financial reporting • Prepare internal financial statements and reporting packages • Own ongoing execution of revenue recognition in an insurance-based environment • Build and maintain a monthly revenue bridge: Billing activity → Net Revenue → Cash → AR • Ensure RCM outputs reconcile to the GL each month • Own AR accounting, aging, and reserve methodology • Design scalable accounting processes and SOPs • Establish internal controls and ensure GAAP compliance • Identify and remediate gaps in accounting workflows • Support audit readiness and future diligence processes • Oversee payroll accounting, accurately reconciling bi-weekly pay periods and invoicing with monthly reporting • Partner closely with Revenue Cycle Management (RCM), Finance Operations, and Executive leadership • Improve alignment between operational reporting and financial reporting • Help create visibility into revenue quality, collections, and AR performance

• Own the month-end close across all entities, with a target of business day 10 • Run payroll across Canadian and US entities, including all remittances, year-end filings, and platform administration (Deel and equivalent) • Manage intercompany transactions and reconciliations across CAD and USD • Prepare monthly consolidated financial statements for the CFO and ownership • Lead a small team of bookkeepers, AR/AP specialists, and payroll administration • Manage GST/QST/HST, US sales tax, SR&ED, and corporate tax compliance alongside external accountants • Build a finance operations playbook in Notion that the team can run on • Support M&A and integration work as we scale

• Global Financial Reporting: Direct and manage the preparation of timely, accurate, and transparent consolidated global financial statements in accordance with U.S. GAAP/IFRS and other regulatory requirements. • Technical Accounting Authority: Serve as the final authority on the interpretation, adoption, and consistent application of complex technical accounting policies across all international entities. • Close Process: Lead the efficient and rigorous execution of the monthly, quarterly, and annual financial close processes. • SEC/External Reporting: Oversee the preparation and filing of all external financial reports, including SEC filings (10-K, 10-Q, 8-K, etc.), if applicable. • Internal Control Environment: Design, implement, and maintain a robust global framework of internal controls to protect company assets and ensure data integrity, with a focus on Sarbanes-Oxley (SOX) compliance. • Audit Management: Act as the primary liaison and point of contact for external auditors, internal audit, and regulatory bodies, managing all global audit activities. • Risk Mitigation: Proactively identify, assess, and mitigate financial and operational risks related to accounting, treasury, and foreign exchange. • Strategic Sourcing Leadership: Provide executive oversight and strategic direction for the Global Procurement function. • Cost Management: Drive company-wide initiatives to optimize supplier relationships, negotiate major contracts, and achieve significant, measurable reductions in direct and indirect procurement costs. • Facilities Strategy: Own the strategic planning, management, and optimization of the company’s global real estate portfolio and facilities operations. • Workplace Efficiency: Oversee capital expenditure budgeting, space planning, and facilities services to ensure a safe, efficient, and productive work environment that supports business growth. • Lease Accounting: Work closely with the accounting team to ensure proper lease classification and accounting treatment under ASC 842 or IFRS 16. • Strategic Partner: Collaborate with the CFO, CEO, and other executive leaders to provide financial insights that guide strategic business decisions and drive global growth. • Talent Management: Lead, mentor, and develop a high-performing global team of Controllership, Accounting, Procurement, and Facilities professionals. • Process Transformation: Champion finance transformation initiatives, including the selection, implementation, and optimization of global ERP and accounting systems.

• Oversee and continuously improve the month-end and year-end close processes, reviewing team deliverables to ensure accurate and timely financial reporting. • Manage full-cycle accounting processes, including accounts payable, accounts receivable, payroll, revenue recognition, equity, and tax compliance. • Mentor, develop, and lead a team of accounting professionals, fostering a high-performance culture where individuals are equipped with the skills, guidance, and opportunities they need to grow and do their best work. • Prepare and review monthly flux analysis, delivering clear commentary on monthly business activity, key drivers, and trends. • Own the resolution of technical accounting matters by preparing and reviewing accounting memos that provide clear, well-supported conclusions. • Lead annual compliance filings and reporting in partnership with external experts, including annual payroll filings (Canada and US), SR&ED claims, 409A valuations, and corporate tax returns. • Review and deliver monthly external reports, including investor and compliance reporting • Coordinate the annual financial statement audit and act as a key contact for external auditors. • Seek out and leverage AI-driven solutions to optimize accounting workflows and continuously improve processes that scale the team’s impact.