• Own the month-end and quarter-end close process across US, EMEA, MX and Australian entities. Drive close timelines from current state (3–4 weeks) toward 10 business days. • Oversee revenue recognition (ASC 606) for multi-element arrangements: SaaS subscriptions, hardware sales, advertising revenue share, and managed services. • Manage consolidation across 4+ entities • Own the annual audit relationship (PwC Australia statutory audit, US compilation) and drive audit-readiness year-round. • Manage multi-state sales tax compliance (Avalara), reseller certificate compliance, state income tax filings, and Secretary of State registrations across 42+ states. • Oversee subcontractor compliance (1099, W-9, state-level contractor rules) for a large installer network. • Coordinate US federal and state income tax, government grants (R&D), and transfer pricing documentation. • Own music licensing compliance (SoundExchange, SESAC, APRA AMCOS) with support from legal. • Drive the finance systems roadmap: Xero (GL), Salesforce (order-to-cash), Avalara (tax), Aleph (FP&A), Ramp (expenses), and evaluate consolidation/reporting tools. • Build a documented internal control framework appropriate for Series B, progressing toward SOC 2 readiness. • Own procurement workflows, vendor onboarding, and spend approval processes. • Manage 4–6 direct and indirect reports across US and offshore (Philippines). Set priorities, run weekly team meetings, and build a culture of accountability and continuous improvement. • Hire and onboard 2–3 new team members in the first 12 months (Compliance Analyst, Senior Accountant, potential AU Junior Analyst). • Develop the offshore team’s capabilities — move from task execution toward independent ownership of recurring processes. • Partner with the CFO on board reporting, investor materials, and capital planning. • Support deal modelling and pricing analysis with FP&A for new client opportunities as needed. • Own the annual budgeting process end-to-end: coordinate with department heads, build and maintain the consolidated budget model, track actuals vs budget, and present variance analysis to the CFO and SLT. • Contribute to rolling forecasts and scenario planning alongside FP&A. • Provide financial input on new market expansion (compliance, entity setup, tax implications).

• Support builder division managers by summarizing, presenting, and advising on all financial aspects. • Translate complex financial data into actionable insights that inform decision-making, improve performance, and drive profitability. • Partner with builder division managers in recruiting efforts for Loan Originators by modeling financial scenarios, assessing market opportunities, and advising on compensation. • Provide insight into long-term profitability and capture potential to ensure successful, sustainable recruiting decisions. • Responsible for builder division compensation, from the initial creation of the agreements, changes in salaries and/or base cost centers, through the approval of the monthly commission, incentive, and override reports. • Model current branches to advise on profitability dynamics and then coordinate product margins and commission rates for each market. • Design, implement, and maintain financial reporting tools and dashboards for all levels of management to provide visibility into key dynamics. • Manages a team and oversees the preparation and accuracy of financial reporting and KPI’s for compensation purposes. • Act as a CHL representative for builder division joint ventures (10+), presenting all necessary financial reporting and support. • Lead annual builder division budgeting process and mid-year forecasting, combined with working with regional managers and joint venture shareholders to develop strategic business decisions. • Provide ad hoc analyses and reports to respond to emerging business needs from CHL, ABA/JVs, and executive management. • Perform other duties as assigned.

• Produce and maintain detailed P&L reports, cash flow statements, and KPI dashboards for senior management • Build and maintain complex models to value projects and forecast business performance • Compare actual financial results against budgets and forecasts, investigating discrepancies to inform corrective actions • Work with cross-functional departments to streamline workflows and track business performance budgets versus actuals • Assist with budget preparation, forecasting, and provide financial inputs for business cases • Assist in the preparation of general ledger and accounts reconciliations, book entries, and help with internal and external audit activities

• Lead the company's financial planning processes — including annual budgeting and long-range business planning, monthly forecasting — with an understanding of battery storage operations and development. • Review and maintain complex financial models that capture the full lifecycle economics of battery storage assets, from development and construction through operations, with a good understanding of tax equity and project financing model structures, to support project planning and capital optimization. • Prepare and deliver timely, accurate, and actionable financial reporting at varying levels, from department-level reporting to executive leadership and board reporting, owning the financial narrative and understanding the detail behind it. • Partner directly with operations, commercial, and development teams to build corporate- and project-level financial models that support investment decisions and executive-level business decisions, connecting rigorous financial analysis to strategic priorities across the portfolio. • Drive high-priority strategic projects, including but not limited to, tax equity and project finance analysis, capital planning scenario modeling, benchmarking analysis, portfolio and enterprise valuation analysis. • Drive process improvement initiatives, identifying inefficiencies in financial planning and reporting and implementing solutions that increase speed, accuracy, and scalability of financial planning and reporting as the business grows. • Present to executive and board-level audiences with clarity, concision and confidence, backed by deep expertise and firsthand command of the numbers. • Lead the hands-on evaluation and end-to-end implementation of planning tools and reporting infrastructure — from standardizing requirements to configuring workflows to managing UAT and execution. • Oversee and maintain integrations between FP&A systems and upstream operational and commercial data sources including ERP, Asset Lifecycle Management, ETRM and CRM platforms, ensuring data accuracy and scalability. • Own data migration, systems integration, and go-live execution, applying prior implementation experience to anticipate risk and maintain financial data integrity throughout system transitions. • Establish governance frameworks, data standards, and system administration protocols that support long-term platform scalability and financial controls.