• Act as a trusted advisor to senior management and challenge the business with forward thinking approaches to accelerate growth, enhance operational efficiency, and increase profitability including: • ROI analysis • Investment prioritization • Scenario planning/modeling • Operational analysis • Developing and refining meaningful management reporting • Preparing business recommendations based on financial analysis • Assist in development of regular financial forecasts that incorporate current business trends and strategies • Driving continuous improvement in report and analysis automation • Taking initiative and working independently to conduct special studies to analyze complex financial data • Completing internal process review, documenting internal processes and providing recommendations for improved productivity and/or cost savings.

• Produce comprehensive financial plans on behalf of affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, Social Security analysis, and more. • Run detailed tax analyses including Roth conversion modeling and tax-efficient withdrawal strategies. • Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies. • Review client documents to identify planning opportunities. • Serve as a trusted planning expert to independent advisors, preparing them for client meetings with deliverables and talking points. • Help define and refine the workflows and quality standards for centralized planning. • Evaluate and optimize the financial planning technology stack.

• Design the finance solution and perform setup for the client's including business processes, system configuration, customization, and integration with third party applications • Facilitate discussions with business and technical stakeholders to extract critical business requirements and present a technical vision and solutions in the form of process design, software products, customizations, and integrations to meet those needs • Serve as a contributor within our implementation delivery team to develop a solution proposal and execution plan that includes scope, assumptions, implementation plan, and technology solution options to meet project goals as well as longer term needs • Provide leadership and technical guidance in finance and proactively identifies risks and mitigation plans within respective functional area • Maintain knowledge of third-party software vendors to leverage complementary offerings and effectively compare solutions • Communicate complex topics regarding solutions and related projects to audiences both with and without deep technical skills • Perform demonstrations of D365 Finance to clients as part of project execution as part of our proof of concept, Joint Process Design methodology • Leverage knowledge and experience to find and encourage win-win solutions with team members and clients • Organize tasks and projects efficiently and set clear goals to ensure timely completion • Make effective decisions and recommendations for Stoneridge Software and our clients’ best interests • Deliver high-quality work within established deadlines, ensuring accuracy and attention to detail • Prioritize self-development by attending training or self-learning to enhance skills and expertise • Instill trust through honesty, integrity, and respect, modeling the organization’s values and vision

Role Description We’re looking for a Head of Finance to help lead Acely through our next stage of growth. This is a high-leverage, high-impact role for someone who can own the full finance function, including: - Financial reporting - Accounting oversight - Compliance - Cash management - FP&A - Business planning - Board reporting - Strategic decision support You’ll ensure the business has clean numbers, strong operating rhythms, and the financial insight needed to make better decisions faster. This role will index most strongly on strategic finance, partnering closely with the CEO and leadership team on: - Growth strategy - Resource allocation - Unit economics - Scenario planning - Scaling aggressively but efficiently You'll be hands-on and close to the details, up-leveling the systems, processes, and insights that help Acely operate like a larger company without losing the speed and ownership of a lean startup. What You'll Do - Own Acely’s finance function end-to-end, including FP&A, financial reporting, accounting oversight, compliance, cash management, and board reporting. - Ensure continuity and rigor across existing finance processes while improving speed, clarity, accuracy, and strategic impact. - Maintain and evolve the company’s operating model, including revenue forecasting, expense planning, headcount planning, cash projections, and scenario analysis. - Partner with the CEO and leadership team on strategic planning, resource allocation, growth investments, pricing, unit economics, and company-wide operating priorities. - Own financial reporting and monthly close processes in partnership with external accounting resources, ensuring accuracy, timeliness, and appropriate internal controls. - Lead budgeting and forecasting cycles, translating company strategy into actionable financial plans. - Partner with Marketing, Product, Engineering, and Customer Support to connect financial outcomes to operating drivers. - Analyze growth performance across channels and customer segments, helping the team understand what is working, where to invest, and where to pull back. - Support board reporting by preparing clear, concise, insight-driven financial updates and strategic analysis. - Own vendor management, contract review support, expense controls, and purchasing discipline. - Manage compliance requirements, tax coordination, state registrations, insurance, and other finance-related operational needs. - Help prepare the company for potential future financing conversations, strategic partnerships, and diligence processes. - Use modern tools, automation, and AI-native workflows to create leverage across reporting, analysis, forecasting, and operational finance. Qualifications - 8+ years of finance experience, ideally across strategic finance, FP&A, investment banking, growth equity, venture-backed startups, or high-growth consumer subscription businesses. - Strong strategic finance skill set, with the ability to connect financial analysis to company strategy and operating decisions. - Demonstrated ability to own financial models, forecasts, budgets, and scenario plans. - Deep understanding of SaaS or consumer subscription metrics, including ARR, retention, CAC, LTV, ROAS, payback, gross margin, burn, runway, and cash conversion. - Comfortable owning financial reporting and accounting oversight, even if supported by external accounting partners. - Strong analytical judgment: you can work through ambiguity, identify the signal in the noise, and translate data into clear recommendations. - Excellent communication skills, with the ability to present financial concepts clearly and concisely to executives, investors, and cross-functional partners. - High ownership and strong attention to detail: you care deeply about accuracy, but you also know how to move quickly. - Comfortable operating in a lean startup environment where you will need to be both strategic and hands-on. - Strong business judgment and intellectual curiosity across growth, product, pricing, operations, and company strategy. - Low ego, high integrity, and motivated to help build something meaningful. - A team player who is able to work collaboratively with cross-functional partners. Requirements - Not required, but a strong plus: - Experience in consumer subscription, edtech, marketplace, or prosumer businesses. - Experience supporting a venture-backed company through a fundraise, strategic process, or board-heavy operating cadence. - Experience with paid acquisition economics and performance marketing analysis. - Experience building AI-enabled workflows for reporting, analysis, forecasting, or finance operations. Benefits - Competitive salary ($200 - $250k based on experience) + equity. - Remote-first (with optional quarterly SF meetups). - Full health benefits (medical, dental, vision). - 401(k) with company match. - Flexible PTO + company holidays. - Professional development budget. - Home office stipend. - Wellness resources. - Monthly hackathons.