Role Description Manage and maintain an organization's financial records by recording, analysing and reporting financial transactions, ensuring accuracy and compliance with accounting regulations, ultimately providing key insights into the company’s financial health to inform decision making by stakeholders. Responsibilities - Accounting - Overseeing and managing all of the accounting functions across the group of companies. - Supporting the Accounts Assistant role in ensuring accurate processing of accounts receivable and accounts payable including processing of inter-company charges and accurate on-charging of amounts to customers in a timely manner, completing of daily bank reconciliations. - Having responsibility of all accounting journals and adjustments required for accurate financial reporting including keeping all subsidiary accounts fully reconciled. - Providing Month End Financial Reports to Management in a timely manner. - Having responsibility for GST, PAYE returns filing. - Having responsibility for inter-company transactions reconciliations. - Maintain organised and accurate financial documentation. - Having responsibility for Quarterly Bank Covenant Reporting with business performance commentary. - Providing Costing and Variance Analysis. - Financial Management - Prepare and oversee the budget and cashflow forecast for the group. - Update with actuals monthly and report to Management. - Manage cashflow forecasts and report daily. - Have the ability to provide insights into cashflow management. - General - Having the responsibility and ability to identify opportunities for improving internal financial processes and controls including ability to improve receivables collections and implementing change. - Being able to document processes and train staff who input information into finance systems. - Being able to work closely with external accountants, bank and other stakeholders provide required information in a timely manner. - Being able to lead accounting/finance related meetings and be the person in charge. - Being able to support the other functions in the company such as Health and Safety, HR, Council and other compliance requirements which require input from the finance team. Qualifications - Be an advanced user of Xero. - Have used Dext and Approval Max. - Be able to learn new software easily which are industry specific such as My Trucking, iLoad. - Be able to work sole charge without much oversight daily. - Have strong reconciliation abilities and can work to meet deadlines across a range of tasks. - Be able to maintain organised and accurate financial documentation. - Be able to lead other staff. - Have a minimum of five years’ NZ experience at a similar level (formal qualifications not necessary but preferred). Behavioural Attributes - Positive and professional at all times. - Conscientious with an eye for detail. - A willingness to represent the company in the best possible manner at all times. - Excellent communication skills with well-developed time management skills and the ability to work with the minimum of supervision without compromising on quality. Key Performance Indicators - Accounts receivable turnover. - Working capital. - Days payable outstanding. - Invoicing. - Accounts payable turnover. - Day sales outstanding. - Gross profit margin. - Operating Cash flow. - Debt to equity ratio. - Monthly budgets. - Speed accuracy.

• 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