• Manages the analytics and risk assessment of a portfolio of existing Native American Financial Services (NAFS) relationships • Compiles required due diligence information for existing and new client opportunities. • Develops and maintains covenant and relevant compliance reporting processes. • Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval. • Maintains an active dialogue with the client's financial team regarding present financial conditions and forecast trends. • Evaluates covenant compliance for each client and requests for waivers and amendments. • Participates in communication with outside legal counsel (bank and client) on documentation development for credit and deposit products. • Underwrites new credit requests for existing and prospective clients.

• Own and manage the CFO’s calendar, inbox, priorities, and follow-through across multiple workstreams, ensuring high-impact items are prioritized and executed. • Act as a true execution partner, bridging communication between leadership, vendors, legal, finance, operations, and external stakeholders. • Support business operations and strategic initiatives, helping drive accountability, tracking deliverables, and ensuring projects move forward. • Coordinate vendor relationships, contracts, renewals, and support operational due diligence processes. • Assist with legal and compliance-related workflows, including contract coordination, documentation tracking, trademarks, patents, and other high-stakes processes. • Support financial operations by reviewing reports, tracking budgets, vendor pricing, invoices, and identifying inconsistencies or opportunities for optimization. • Build, maintain, and improve systems, SOPs, workflows, dashboards, and operational processes to improve efficiency and reduce executive overhead. • Leverage AI tools (Claude, ChatGPT, automation tools, AI agents) to optimize workflows, documentation, and operational execution. • Prepare meeting materials, agendas, executive briefings, and maintain accountability around follow-ups and key action items. • Support exit readiness initiatives, data rooms, and confidential documentation processes as needed. • Coordinate travel, logistics, and ad hoc executive support requests in fast-changing environments.

Role Description As a Finance Operations Specialist for our Contractor Services at RemoFirst, you'll be responsible for managing and processing global contractor invoices and payments across multiple currencies and countries with precision and efficiency. You'll have a daily, ongoing impact on our financial operations — reviewing, validating, and reconciling payment data to keep us accurate, timely, and aligned with both client billing and internal records. Beyond day-to-day processing, you'll also play an active role in driving process improvement initiatives, helping us automate and optimize the way we operate at scale. - Manage and process contractor invoices and payments across multiple currencies and countries. - Review, validate, and reconcile contractor payment data against client billing, payment systems, and internal records. - Coordinate with payment providers to resolve any delays, discrepancies, or technical issues. - Manually process payments when automated workflows require intervention. - Support month-end closing by preparing contractor-related accruals and payment reports. - Collaborate closely with Client Operations, Product, Finance AR, Finance Reporting teams to ensure data accuracy and timely processing. - Contribute to process improvement initiatives, including automation and optimisation of finance workflows. - Respond to internal requests from Client Services and Finance teams within agreed SLA timelines. Qualifications - 1-2 years minimum in finance operations, accounts payable, or payment processing in a multi-currency environment. - Knowledge in invoicing best practices and payment processing. - Experience working in a global environment with cross-border transactions. - Highly organized with strong attention to detail and accuracy in data management. - Ability to work independently, manage multiple priorities, and meet tight deadlines. - Strong communication skills with the ability to liaise effectively across departments. - Tech-savvy approach and experience with finance software, and payment providers. - A proactive mindset with a bias towards improving processes and solving problems. Benefits - Competitive compensation and 100% remote work. - Startup environment with a voice that can influence and grow rapidly. - Growth opportunity in an AI-forward company driving innovation through artificial intelligence. - Direct impact on revenue growth, customer support, and market differentiation. - Autonomy and accountability with no bureaucracy or lengthy approval processes. - Work for a market leader with clients like Microsoft and Mastercard. - Leadership visibility by reporting into the Finance Operations Manager. - Culture of respect, kindness, and the right to fail, valuing diversity and inclusion.

• Manage and scale the Planning Leadership Team, coaching them to be world-class developers of talent who master the human elements of advice. • Serve as the VP’s operational proxy, leading the management layer independently and making high-stakes tactical decisions. • Own the delivery of core metrics – pod NPS, planner capacity, and member action on advice – across a large, scaling workforce, ensuring high volume never dilutes quality. • Lead the organization through the transition from tech proficiency to AI fluency. • Drive functional alignment to ensure all members have a high quality experience at every touchpoint. • Translate complex business strategies into an inspiring "why" that drives organizational action and talent growth.