• provides support and service for the Investment Operations function • executes and delivers on investment product and service processes • gathers and formats data into regular and ad-hoc reports • supports change management activities • functions as a problem-solving resource for junior staff • organizes work information to ensure accuracy and completeness • executes routine tasks within relevant service level agreements • communicates and collaborates with internal and external stakeholders • develops and maintains relationships with stakeholders • analyzes data and information to provide insights and recommendations • takes measured risks while applying the Risk Management Framework

• 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.

• Oversees all financial and accounting activities. • Responsible for budget management, financial analysis, payroll, forecasting, accounts payable, and financial reporting. • Works closely with senior management to maintain company goals. • Oversee key business functions such as accounting, accounts payable, and payroll. • Creates and monitors budgets, budget variances, and forecasts. • Provide analytical, forecasting, reporting, and project support to the executive management team. • Prepares and presents financial reports and risk analysis. • Establishes and maintains financial controls within the accounting department. • Manages annual audit with outside audit firm. • Manage corporate insurance policies and renewals; interface with broker as necessary. • Analyze, document, and improve finance-related business processes. • Mentor and develop finance staff members. • Ensures compliance with state and federal regulatory requirements and professional standards. • Provides timely, constructive feedback, coaching, and progressive discipline to employees, as needed.

• 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.