• Produce site-level financials (heavy involvement in monthly P&Ls, baseline analyses, gross margin analyses, budgets, QBR support as needed, etc.) in a cadenced manner • Track granular economic factors in the business and how changes may affect our forecasts, margins and financials and communicate timely throughout the organization • Maintain detailed analyses of the financials, standard reporting packages and provide support to core business partners with ad hoc requests • Assess and analyze each customers’ detailed revenue and cost of goods sold information to optimize revenue growth and gross margin opportunity • Access and retrieve information and data from various systems and reporting tools. Collaborate with IT and others to develop improvements to systems, automate process flows and reports to facilitate distribution of actionable data • Review monthly results and provide summative analysis to management and core business partners in a timely manner • Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (both revenue and margin) • Support operations teams and core business partners with thoughtful financial insights and proactively communicate to business partners • Develop data-driven business cases and evaluation criteria for growth and efficiency-oriented initiatives • Build financial and operational metrics and dashboards to report key insights • Support other FP&A workstreams as needed (examples: ERP and operational data integration, quarterly board materials, investor materials, month-end close process)

• Prepare, review, and issue accurate client invoices on a monthly basis in accordance with Remofirst’s billing cycles. • Ensure timely billing for all services, including Employer of Record (EOR) and global payroll. • Verify invoice accuracy by cross-checking with local payroll data, client agreements, and employee contracts. • Collaborate with cross-functional teams - including Customer Success, Hiring, Offboarding, Support, and Sales - to ensure all billable items are properly captured and reflected. • Coordinate with the Product team on enhancements or fixes needed for invoicing systems and tools. • Ensuring any reconciliation breaks are thoroughly investigated and remediated on a timely basis, considering both tactical and strategic initiatives. • Respond promptly and professionally to client inquiries related to invoices. • Support finance operations clean-up initiatives, such as reviewing and reconciling client accounts. • Identify recurring issues, billing discrepancies, or inefficiencies and propose process improvements. • Continuously look for opportunities to streamline the invoicing process and reduce errors. • Complete ad hoc tasks as assigned, including reporting and support for audit-related requests. • Perform other duties as required in alignment with Finance Operations initiatives and at the discretion of the Senior Finance Operations Manager.

• Responsible for the product strategy, requirements, and delivery of financial reporting capabilities within Certent Equity Management • Assist with the product roadmap for financial reporting features • Define multi-quarter feature priorities based on revenue impact, regulatory requirements, and technical dependencies • Write comprehensive PRDs with detailed functional specifications, calculation logic, reporting workflows, edge cases, and acceptance criteria • Partner with Compliance and Legal teams to ensure reporting capabilities meet applicable accounting standards and regulatory requirements • Lead discovery sessions with corporate accounting, finance, and equity administration stakeholders

Analyst - Financial Planning & Analysis Atlanta, GA Full Time Mid Level Analyst, Financial Planning & Analysis Location: Atlanta GA Are you looking to join a hungry and humble team of thinkers, creators, and achievers?  You’ve come to the right place.    Jackson Spalding is an award-winning PR and marketing agency that helps brands stand out to move those who matter most.    Fiercely creative and strategic, we work alongside our clients to help them connect with their audience and reach their goals. Jackson Spalding was built on the principle that there had to be a better way to run an agency. That means that we stay curious, have an open mind and ask questions to make sure we consistently achieve excellence with integrity.  ABOUT THE ROLE  The  Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting Jackson Spalding (JS) by providing value-added financial planning, budgeting, and forecasting; operational analysis; KPI driven analytics and trends; benchmarking and executive level reporting; and other ad-hoc analysis to enhance decision making. The Analyst will be responsible for building forecasting models to identify future risks, participate in the month-end close process, and maintain the integrity and accuracy of the financial statements. This  role also will be responsible for supporting JS’ operational business units (i.e., Disciplines) and client account teams, acting as a financial resource and helping them to analyze, manage, grow, and optimize their functions and accounts. This involves: - building partnerships and maintaining strong relationships with internal teams - managing planning processes, developing key management reporting/ dashboards, thought leadership on analytics / reporting architecture, and - providing general finance support for assigned functions.  The ideal candidate is detail-oriented, analytical, and a strong communicator—curious, focused, and able to balance quality with accuracy. The Analyst is an organized, efficient self-starter who works with minimal supervision and demonstrates strong time management and multitasking skills. RESPONSIBILITIES Business Support and Analysis - Proactively work with assigned Disciplines to provide financial management and decision-making support including the allocation of resources against strategic objectives  - Effectively leverage financial information to provide the business timely insight into business performance and opportunities for growth - Conduct strategic and analytical projects in collaboration with Discipline and key account team leads to reach business growth and goals while staying within budget, which may include identifying ideal client team structures, optimizing internal processes, etc. - Produce variance analyses to provide transparency to leaders on how actual performance compares against forecasts and budget Budgeting and Forecasting - Perform in-depth financial variance and trending analyses of key drivers, including detailed margin analysis to identify key trends, risks, and opportunities - Work closely with internal teams to inform headcount and hiring decisions  - Collaborate with CFO to inform near- and long-term financial forecasts, which includes developing annual, quarterly, and monthly financial forecasts - Partner with Accounting on month-end close to ensure accuracy and completeness of revenue, expenses, and explanations of variances to plan Reporting - Lead the development, maintenance, and publication/distribution of relevant and reliable daily, weekly, and monthly performance reporting and analysis of financial and non-financial data - Compile monthly, quarterly, and annual variance analysis and dig into variances; identify risks and opportunities to the budget and forecast  - Drive initiatives to continuously improve and automate forecasting and reporting tools and processes - Leverage business intelligence (BI) tools to deliver meaningful insights into business performance, both internally and externally; maintain relationships with BI tool vendors - Perform ad-hoc analysis and financial modeling in support of key initiatives and required analytics QUALIFICATONS - 4+ years of FP&A or corporate finance experience - BA/BS degree in Finance, Accounting or Economics required   - Excellent interpersonal, oral/written communication skills, with the ability to build trusted relationships with business stakeholders and “tell the story” using financial information - Strong analytical skills and demonstrated expertise in financial modeling, reporting and budgeting  - Ability to clearly link financial results/outcomes to operational performance drivers, while maintaining a high level of integrity, accuracy and ethics, accuracy and precision in your work; be able to maintain confidentiality - General understanding of professional services or marketing agency business model and key drivers, including setting billable rates and optimizing utilization - Excellent Microsoft Office skills, more specifically an expert with Excel - Experience with enterprise resource planning systems primarily used in a professional services environment (e.g., Advantage) - Demonstrated adoption of modern tools for business analytics, such as planning systems, data analysis, and visualization/dashboard tools (Ex: Domo) and willingness to continue learning new approaches - Proficiency with AI tools such as ChatGPT and Claude - General understanding of accounting processes, procedures, and internal controls - Positive collaborative team player with eagerness to learn and add value to the team and organization. - Self-starter who will take initiative; independent in work ethic and thought process, needing little direction - Agility and flexibility to manage multiple, changing priorities and work under tight deadlines This role may require occasional travel. This role is also on a hybrid schedule with in-office presence on Tuesday – Wednesday - Thursday.  EMPLOYEE BENEFITS   We believe that great work starts by taking care of our people. Below are just some of the benefits we provide for the JS team.      - World-class health care insurance     - Profit sharing     - Unlimited sick days      - 401k match + personal financial planning     - Flexible work environment: This means that for roles where it makes sense, you’ll have the option to spend some of your time in our incredible workspaces and some of your time working remotely – whether from home or elsewhere.