• Own and manage financial planning processes including annual budgeting, quarterly forecasting, and monthly close reporting • Perform detailed month‑end reviews to ensure alignment between actual results, budgets, and forecasts • Conduct variance analysis and communicate clear narratives explaining key drivers of performance • Build and maintain driver‑based financial models for revenue, headcount, operating expenses, and unit economics • Develop economic models for offers, promotions, pricing strategies, and new business initiatives to assess ROI and feasibility • Conduct ad‑hoc analyses to investigate business performance trends and anomalies (e.g., cost fluctuations, operational inefficiencies) • Create SaaS metrics reporting (ARR, NRR, CAC, LTV) and translate insights into actionable recommendations • Partner with department heads to build, challenge, and refine budgets, hiring plans, and investment cases • Support board‑level reporting and strategic initiatives including scenario planning and M&A analysis • Drive continuous improvement in planning tools, reporting processes, and data infrastructure • Leverage AI tools and technologies to enhance financial analysis, forecasting accuracy, and reporting efficiency • Create financial visibility and coach business leaders to better understand financial performance and make informed decisions

Role Description We currently have an opportunity for a Senior Underwriter to join our Inland Marine team based in Texas on a remote schedule. Under technical direction and within underwriting authority, the Senior Underwriter reviews complex risks to determine acceptance of an application. Responsibilities include: - Manages a profitable book of business by evaluating results and conducting portfolio reviews for assigned territory and individual producers. - Develops integrated pictures of factors that affect profitability, growth, retention and recommends, implements, and monitors necessary action plans. - Has underwriting responsibility for a book of new and renewal business. - Examines, identifies, and evaluates exposures by analyzing documentation from various sources, such as the insurance application, internet searches, inspection reports, credit reports, etc. - Makes underwriting decisions to accept, decline, or modify risks within assigned underwriting authority level in partnership with underwriting team. - Executes underwriting strategy as determined by management, including portfolio management and self-audits. - Implements underwriting decisions in compliance with state laws and company guidelines. - Develops superior working relationships with producers to successfully promote achievement of mutual operating goals (growth, retention, and profitability). - Determines and executes strategy for account management and agency planning. - Works closely with other departments, including claims, actuary, and risk control staff. - Gathers and analyzes competitor and producer information including producers’ retention, profitability, and potential. - Collaborates with team members to manage work inventories and all production activities. - Processes underwriting decisions and documents files and reports via automated desktop systems and tools. - Regularly travels to key producers/accounts and remains a visible presence in the marketplace. - Monitors agency action plans and participates in account management, agency planning, and marketing meetings. - Provides training and mentoring to less experienced underwriters and/or underwriting assistants. - Stays abreast of industry, territory, and insurance trends. Qualifications - Bachelor's degree - Minimum of 3-5 years progressively complex specialty underwriting experience - AFSB preferred Requirements - The typical base salary range for this position is: $96,000 - $136,000. - For candidates located in San Francisco, CA; Washington DC; Massachusetts based offices and the New York City metro area, the base salary range is $121,000 - $142,000. Benefits - Comprehensive medical, dental, and vision insurance with no waiting period - Competitive paid time off programs - 401(k) savings and annual contributions of up to 12% of annual salary - Mental health support programs, life and disability insurance, paid parental leave, and a variety of additional voluntary benefits

• Own and maintain Lyric's integrated operating model and 3-statement financial model • Lead annual planning, forecasting, budgeting, and long-range planning processes • Build driver-based forecasts across ARR, services revenue, headcount, utilization, margins, and cash flow • Develop scenario analyses around growth investments, hiring plans, deal structures, pricing, and services attach rates • Support board reporting, executive decision-making, and strategic initiatives • Serve as a strategic finance partner to leaders across the business • Drive visibility into business performance through reporting, KPI development, and financial analysis • Partner with GTM and Delivery leaders on forecasting, capacity planning, utilization, and profitability • Help leaders make informed decisions around growth, efficiency, hiring, and resource allocation • Partner closely with the Director of Accounting on monthly close, audit preparation, financial reporting, and revenue forecasting • Collaborate on ASC 606 considerations across software and services revenue streams • Support cash planning, working capital management, and finance systems improvements • Help build scalable finance processes to support global growth • Leverage AI to improve planning, forecasting, reporting, and decision-making • Identify opportunities to automate workflows and increase analytical leverage across the finance organization • Help define how a modern finance team operates in an AI-native company

Role Description The Director of Finance owns the finance and accounting function at Gather. This role runs the monthly close, manages the accounts payable workflow, oversees bank feed and credit card reconciliations in Ramp and QuickBooks Online, leads the annual audit and 990 process, and coordinates with external partners on payroll, sales tax, and accounts receivable. This is a senior, classically trained finance leader who can operate independently without a CFO above them. You will report to the COO and serve as the most senior finance leader at Gather. You will partner with department heads on budgets, present financial information to the board through the COO, and protect the financial integrity of the ministry. This role requires someone who is responsive when the work demands it, holds themselves accountable to deadlines, and brings a stewardship mindset to every dollar. Qualifications - Bachelor’s degree in Accounting or Finance required. CPA strongly preferred. - 7 to 10 years of progressive finance and accounting experience, including direct ownership of monthly close, annual audit, and 990 in a multi-class or multi-entity environment. - Nonprofit accounting experience required, including working knowledge of restricted vs. unrestricted funds, deferred revenue, pledge accounting, audit preparation, and 990 reporting. - Strong working knowledge of QuickBooks Online required. Hands-on experience with Ramp, Stripe, Rippling, and donor CRMs such as Virtuous or FundraiseUp is a plus. - Proven track record of meeting monthly close deadlines on a workday calendar and delivering reliable, accurate financials on time. - Responsive and reachable when the work calls for it, including occasional evenings, weekends, and event seasons. This is not a clock-in, clock-out role. - Comfortable coordinating work across external contractors (A/R, payroll, sales tax, audit firm) without losing accountability for the result. - Detail-oriented with strong organizational and documentation habits. Comfortable owning and improving SOPs. - Clear, direct communicator who can explain accounting matters to non-finance teammates without jargon. - Aligned with the mission, vision, and statement of faith of Gather, with a heart for stewardship and ministry. Requirements - Own the monthly close process end to end, including reconciliations, accruals, prepaid amortization, deferred revenue review, and depreciation. - Prepare and distribute monthly Budget vs. Actuals and P&L reports to department heads, including flagging variances over 10% and capturing explanations. - Manage the close checklist in Asana, hitting workday targets and driving accountability across internal and external contributors. - Produce the monthly board financial package and provide variance commentary to the COO. - Manage the weekly A/P workflow in Ramp, including invoice intake, coding, approval routing, and sync to QuickBooks Online. - Maintain clean vendor records across Ramp and QBO, ensuring W-9s, payment details, and contracts are current and a single vendor profile is used per contractor. - Review and sync credit card spend and reimbursements in Ramp weekly, ensuring receipts, memos, coding, and class allocations are accurate before posting to QBO. - Periodically review Ramp card usage to identify inactive or redundant cards and recommend cleanup with the COO. - Maintain the QuickBooks Online bank feed with no more than 7 days outstanding, coding and posting all non-specialized transactions consistently. - Monitor daily ACH and check exceptions in Regent Bank and approve outgoing transactions. - Review payroll journal entries imported from Rippling for accuracy, split and code related billing entries, and partner with our external payroll contractor on issues and remittances. - Partner with the Development team to ensure accurate tracking of pledges and donations, including timely recording in QBO and Virtuous, reconciliation of pledge balances, and alignment on revenue recognition timing. - Hold a recurring A/R touch base with the A/R contractor to review outstanding donor questions, pledge reconciliations, and Virtuous-related issues. - Serve as the internal owner and day-to-day point of contact for external contractors, including A/R, payroll, sales tax, and the external audit firm. - Manage the accounting inbox, routing donor questions, payroll items, and sales tax matters to the appropriate partners. - Lead year-end close, including account reconciliations, accruals, and deferrals in preparation for audit and 990. - Lead the annual audit process, including compiling schedules, supporting documentation, and serving as primary point of contact for the audit firm. - Own the annual 990 process, including coordinating with tax preparers and ensuring accuracy of all financial disclosures. - Lead the annual budgeting process in partnership with the COO and department heads, including building the budget template, supporting variance reviews, and maintaining the rolling forecast. - Own 1099 preparation and filing in Ramp, including W-9 collection, vendor classification, and timely filing each January. - Coordinate the annual giving statements process with the A/R contractor and the Development team, ensuring donation activity is reconciled across QBO, Virtuous, and Stripe. - Maintain and improve documented SOPs for A/P, bank feed review, reimbursements, monthly close, 1099s, and giving statements. - Identify opportunities to strengthen internal controls, improve coding consistency, and reduce manual work across the accounting stack (QBO, Ramp, Stripe, Rippling, Virtuous, FundraiseUp, Avalara). - Support spending discipline across the organization by enforcing approval workflows, flagging unusual activity, and partnering with department heads on budget ownership. Benefits - The employer provides healthcare insurance for you and your family, with no contribution from the employee. - Hospital Insurance Plan paid for by the employer. - Unlimited Paid Time Off (PTO)