• Monthly close & accounting operations • Own the first pass of the monthly close process in Quickbooks Online. • Prepare balance sheet reconciliations • Support recurring accounting operations and general ledger maintenance. • Help improve close timelines, operational consistency, and reporting accuracy. • Reduce operational bottlenecks across the finance function. • Customer invoicing & recurring billing • Manage invoicing across hardware sales and installation projects. • Support approximately 50 invoices per quarter. • Help manage recurring invoicing tied to charging usage revenue (~200 recurring invoices/month). • Ensure invoicing accuracy and timely billing operations. • Vendor & customer setup • Manage vendor and customer onboarding workflows inside Bill.com and related systems. • Support customer-specific onboarding requirements across REITs and procurement platforms. • Maintain organized accounting records and vendor/customer documentation. • Support day-to-day finance, payroll, invoicing and accounting administration in Bill, QBO, Hubspot, Slack, and ADP. • Operational accounting support • Assist with cleanup, organization, and process improvement across finance operations. • Support ad hoc accounting and operational finance tasks as needed. • Help create scalable workflows as the company continues growing rapidly. • Assist with administrative accounting tasks that reduce bottlenecks for the finance team.

• Provide exceptional accounting and operational service to our clients. • Demonstrate a thorough understanding of professional accounting and bookkeeping practices. • Support client onboarding process for all assigned client engagements in accordance with defined process. • Execute, as applicable, processes related to accounts payable and accounts receivable management, bookkeeping entries, closing the books monthly as well as preparing financial reporting and analysis. • Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication. • Manage day-to-day relationships with clients while performing within established processes and budget parameters.

• Provide exceptional accounting and operational service to our clients. • Demonstrate a thorough understanding of professional accounting and bookkeeping practices. • Support client onboarding process for all assigned client engagements in accordance with defined process. • Execute, as applicable, processes related to accounts payable and accounts receivable management, bookkeeping entries, closing the books monthly as well as preparing financial reporting and analysis. • Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication. • Manage day-to-day relationships with clients while performing within established processes and budget parameters.

• Prepare timely and accurate monthly/quarterly property financial statements for a 4 to 6 property portfolio by the deadlines established by the client. • Prepare and distribute monthly/quarterly financial reports – prepare monthly/quarterly journal entries, financial statement preparation and bank reconciliations within stated controls and client reporting requirements. • Gain a complete understanding of the internal accounting requirements as well as work to ensure requirements are met as established by the client. • Function as a resource to site property teams as required coordinating procedures, responding to accounting questions, and responding to client questions. • Oversee internal and external audits and coordinate with various departments on requirements. • Oversee bank reconciliations, cash management for loan servicing, disbursement processing and external reporting. • Coordinate Accounts Payable process – review invoice coding and approvals, and ensure compliance with all appropriate controls that are in place. • Assist with annual budget preparation – compile key assumptions and capital budget information, review for reasonableness and ensure timely and accurate entry into the accounting system. • Annual year-end reconciliation process – Assist in the preparation, calculation and review of the year-end reconciliation process. Ensure all adjustments are billed timely and correctly per lease requirements.