About Us Narmi is how community financial institutions unlock the very latest capabilities in digital banking, account opening, and lending so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the U.S. The results speak for themselves: our customers have grown deposits, revenue, and customer satisfaction, with one of the first institutions powered by Narmi recognized by Bankrate and NerdWallet for delivering the #1 digital banking experience in the country. The roleWe're hiring a VP of Finance & Accounting to lead Narmi's finance and accounting organization into its next stage of growth. You'll own the full function: strategic finance, FP&A, accounting, and all areas of compliance. You'll sit on the leadership team and partner directly with the founders and board on the decisions that shape where Narmi goes next. This is a high impact role. Importantly, you’ve done this before. You’ll get some quick wins on the board and apply your experience to help us scale quickly and avoid mistakes. You’ll bring a seasoned view to our Leadership Team but also a strong execution-oriented attitude. You'll inherit a mature team, clean books, and a finance function that runs well. Your job is to keep the "running well" part intact while also "setting up for what's next," whether that's continued growth, fundraising, or something bigger. What you'll ownStrategic Finance & FP&A - Annual planning, forecasting, and board reporting - Business partnering with go-to-market, product, and engineering leaders. Specifically on pricing and margin strategies for new and existing products. - M&A readiness, deal modeling, and diligence support - Capital strategy and treasury - Fundraising support and investor relations Accounting & Controllership - Month-end close, financial reporting, and GAAP compliance - Annual audit, tax filings, and 409A process - Internal controls and audit readiness - Direct oversight of accounting operations Team & Leadership - Manage and develop the FP&A Manager and Accounting Manager - Assess and build the finance team as Narmi scales - Set the bar for how finance partners with the rest of the company What you bring - 10+ years of finance experience, with direct ownership of both FP&A and accounting/controllership functions - Prior startup experience in a high-growth and lean environment - Track record of scaling finance and accounting organizations through a meaningful growth phase - GAAP fluency and direct experience running an annual audit - Strong analytical and financial modeling skills - Comfort in a fast-paced, founder-led environment - History of being a strong partner to go-to-market and product leaders Bonus points - CPA - Fintech, B2B SaaS, or financial infrastructure background - Banking or banking-as-a-service exposure - Public company readiness, IPO, or M&A experience CompensationThe base pay range for this role is $245,000 – $280,000 per year. At Narmi, how we work is just as important as what we build. We call this The Narmi Standard: - High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care. - Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity. - Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a northstar to anchor your efforts to that goal. - High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not from a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at security@narmi.com

• Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households. • Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families. • Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points. • Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates). • Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications. • Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists). • Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

• Analyze realistic financial planning scenarios that mirror typical client discussions, including budgets, emergency funds, debt repayment, retirement planning, and more. • Assess AI-generated recommendations for their appropriateness, clarity, and practical application for mainstream and mass-affluent households. • Explain how you would lead advisory conversations—covering question frameworks, setting goal priorities, and discussing trade-offs (e.g., mortgage payments versus 401(k) matching, debt repayment versus investing). • Communicate actionable decision-making guidelines and common rules of thumb used with real clients (such as cash reserve goals or savings rate targets). • Provide written feedback aimed at improving AI-generated explanations, suggested next steps, and trade-off presentations—emphasizing clear and empathetic language for non-expert audiences. • Identify compliance and risk factors, advising when to remain within scope or refer clients to specialists such as CPAs, attorneys, or insurance professionals.

• Manage the Accounts inbox and action incoming emails promptly • Handle client billing queries professionally and efficiently • Generate and issue client invoices accurately and promptly • Monitor outstanding receivables and follow up on overdue accounts • Allocate revenue correctly to projects and cost centres in Xero • Process and reconcile incoming payments against client accounts • Maintain an accurate and up-to-date AR ledger in Xero • Prepare AR aging reports and highlight overdue accounts to management • Use Asana daily to track and manage finance-related tasks