• Build and maintain complex financial models to forecast growth, hiring needs, and 'what-if' scenarios. • Support annual planning, budgeting, and headcount forecasting. • Develop cash flow forecasting and contingency planning models. • Help leadership understand financial tradeoffs, risks, and growth assumptions. • Maintain investor-grade financial materials (models, cap table, reporting) so the business stays board- and diligence-ready at all times. • Own the reconciliation process between operations and accounting; ensure timely, accurate reconciliation across inventory, revenue, expenses, and cash flow. • Ensure inventory movements, COGS, and margin reporting are accurate and transparent. • Identify gaps, inconsistencies, and process risks before they become larger issues. • Improve visibility into company profitability, margins, and unit economics. • Establish and maintain financial controls and audit-ready processes. • Act as a financial partner to department leaders across the business; help teams understand budgets, spend, and performance against goals. • Develop 'Plan B' and 'Plan C' financial frameworks to ensure the company remains resilient regardless of market shifts. • Audit our current 'money in/money out' processes to centralize all reporting into one professional standard. • Manage the full cycle of month-end closing, ensuring all financial statements are GAAP compliant and board-ready.

• Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, and community financial services. • Establish and monitor operational KPIs, service levels, quality standards, productivity metrics, and customer satisfaction measures. • Ensure timely completion of homeowner, community, vendor, and management company requests. • Serve as the escalation point for complex operational and customer service issues. • Develop scalable operational processes that support customer growth while improving profitability. • Oversee vendor invoice intake, approval workflows, homeowner billing, special assessments, and homeowner account maintenance. • Ensure compliance with association approval requirements and internal controls. • Manage homeowner collections activities, including delinquency monitoring, late fee administration, and legal status management. • Oversee 1099 tax preparation and related documentation processes.

• Serves as the primary point of contact for external auditors • Leads the planning, coordination, and timely completion of the annual consolidated system audit • Oversees the annual tax return calendar and ensures timely completion of all required tax filings • Prepares and contributes to financial materials for Board and Committee meetings • Coordinates quarterly and annual external bond reporting and CHIA reporting • Leads consolidated monthly close reporting in coordination with subsidiary entities • Functions as a system-wide technical accounting resource • Maintains effective control procedures across all financial reporting and tax processes • Continuously identifies opportunities to improve the efficiency of financial reporting, audit, and tax functions

• Monitor, train, and implement future enhancements around the Payroll Cost Allocation (PCA) and Payroll Accounting Adjustment (PAA) processes • Collaborate across business and technical teams, with a focus on delivering transformational reports, in support of the Finance organization’s business goals and initiatives. • Design, develop, configure, and test simple to complex Workday reports (advanced, matrix, composite) and dashboards utilizing Workday Report Writer access, as well as other organizational tools and available technologies. • Evolve to deliver against changing business needs and future Workday Reporting available functionalities. • Provide cross-functional understanding of financial data and its intersections and inter-dependencies across the overall Workday platform/ecosystem. • Provide technical guidance and ultimately become the subject matter expert around reports and dashboards to business and technical teams across the Finance organization. • Collaborate with technology and security teams to define and create calculated fields, edit security domain policies and other Workday objects to achieve the transformational reporting needs of the Finance organization. • Review Workday system upgrades and releases to determine overall impact on existing processes. • Conduct regression testing and make recommendations for future enhancements/functionality with an eye to improve the overall platform and user experience. • Provide support to the overall Financial System Management team in identifying root cause issues of Finance related incidents and carrying out process improvements and break fixes while adhering to the organization’s internal control policies. • Engage with Workday Community to understand technology capabilities and recommend solutions that address business needs.