• Own the end-to-end month-end, quarter-end, and year-end close, ensuring timely, accurate financial statements under US GAAP • Lead complex revenue recognition under ASC 606 for subscription and usage-based models • Personally run bi-weekly payroll in ADP, and oversee accounts payable, expense management, and AR/collections • Coordinate annual audits and tax prep as the primary liaison with external auditors and maintain internal controls • Manage and mentor a team of two and partner with FP&A on budgeting and forecasting

• Lead daily client meetings to gather data and build trust. • Set up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems. • Compare signed proposals to actual needs; recommend scope/pricing changes. • Manage onboarding timelines, deliverables, and client expectations. • Troubleshoot issues and optimize configurations. • Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team.

• Own the Accounting Firm Industry Strategy • Drive Industry Go-to-Market Programs • Build Category Leadership • Create Industry Content • Measure Business Impact

• Prepares and reviews Scientific Research and Experimental Development (SR&ED) tax incentive claims in collaboration with the operational teams. • Leads the preparation and execution of income, indirect, and transaction tax audits. • Supports income tax compliance and reporting as needed. • Assists with ensuring accurate and timely monthly, quarterly and year end close. • Assists with ensuring financial records are maintained in compliance with accepted global policies and procedures as well as in accordance with generally accepted accounting principles in the United States (US GAAP) and Canadian GAAP (as applicable). • Assists with ensuring compliance with process control narratives to meet Sarbanes-Oxley Internal Controls objectives and maintains appropriate process documentation. • Alert management to any discrepancies between written processes and current procedures, so that written procedures can be updated. • Reviews, maintains, and prepares detailed journal entries, account reconciliations, and supporting schedules to the general ledger accounts as well as other controls required to comply with Sarbanes-Oxley. • Prepares indirect tax (GST/QST) returns for monthly, quarterly and annual filings. • Assists with the reconciliation of tax general ledger accounts. • Performs appropriate analysis of expenses ensuring accurate coding, adequacy of accruals, and resolves accounting discrepancies and irregularities. • Facilitates positive relationships with General Ledger (GL) team members including international accounting personnel as well as other departments. • Participate in cross functional teams as needed. • Integrates new accounting requirements into company policy and participate in implementation efforts for new accounting standards. • Obtains and maintains a thorough understanding of the general ledger structure and assists in maintaining Oracle Fusion systems to manage the general ledger and sub ledgers. • Ensures a timely year end audit by assisting with all aspects of audit deliverables and inquiries. • Participates in ensuring that statutory requirements are met, as applicable and requested.