Role Description We are seeking a highly motivated Senior Associate, Accounting & Finance, to join our growing Accounting & Finance team. This is a newly created role designed to support a broad range of accounting, financial reporting, and operational initiatives across the firm. The position will be based out of Los Angeles, Washington, D.C., Denver, or Remote. Responsibilities will evolve over time based on business needs, process improvements, and the strengths and interests of the individual. This position offers meaningful exposure to core accounting functions, FP&A, compliance, systems administration, and cross-functional collaboration, making it an excellent opportunity for someone looking to grow their career in finance. Qualifications - Bachelor’s degree in Accounting, Finance, or related field - 1–3 years of relevant experience in accounting, finance, or professional services preferred - Strong Excel skills; experience with ERP systems (Deltek Vantagepoint a plus) - Detail-oriented with strong organizational and analytical skills - Ability to manage multiple priorities in a dynamic environment - Strong communication skills and a collaborative mindset - Interest in learning and growing within a finance organization - Comfort with learning and implementing new technology and programs, including AI tools Requirements - Perform monthly balance sheet and income statement reconciliations - Assist with financial statement reviews - Support data gathering for tax filings and external audits (401(k), workers’ comp, etc.) - Assist with ASC 842 lease accounting - Assist with fund administration and accounting - Process and review expense reports - Support client billing and invoicing - Manage jurisdictional registrations and compliance - Assist with accounts payable disbursements and bank reconciliations for affiliated entities - Serve as a Vantagepoint system expert and administrator - Assist with contract reviews in coordination with legal and finance - Support RFP submissions - Manage new client registration portals and onboarding requirements - Support quarterly reporting for internal and external stakeholders - Assist with project-level billing, reporting, and analysis - Support state and local tax reporting - Participate in firm-wide and finance team meetings - Support internal coordination and respond to administrative requests - Assist with documentation and follow-ups from cross-functional teams - Participate in process improvement initiatives and system implementations - Assist with ad-hoc financial and operational projects - Continuously develop technical, accounting, and systems skills Benefits - Newly created role with room to shape responsibilities - Broad exposure across Accounting, FP&A, Compliance, and Operations - Opportunity to work closely with senior finance leadership - Strong learning and professional development opportunities - Collaborative, team-oriented culture - Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year - 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense) - Competitive vacation and wellness/sick time offered for employees - Family planning and fertility benefits - Employee stipend for continuing education and professional development - Employer-paid family leave after one year of employment - Commuting stipend for team members not driving to work - Cell phone stipend - Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location - Option to participate in FSA and 401(k) plan - Employer contribution to 401(k) annually - Access to back-up childcare, elder care, pet care, and other in-home resources - Enjoyment of hosted in-office lunches and social events on a regular basis - Paid time off to volunteer

• Directs the development and implementation of advanced modeling techniques to optimize finance strategies. Ensures modeling efforts contribute to profitable revenue growth. • Leads technical analysis of market intelligence, predictive modelling, and pricing assumptions. Establishes analytics philosophies that align with financial objectives and measure progress toward targets. • Adjusts finance strategies based on performance metrics and market demands. • Applies knowledge of key business drivers and the factors that maximize performance to provide insights for annual financial plans including rate activity, policies in force, revenue growth, loss trends, and other key components. • Oversees financial projections and scenario analyses to support strategic planning and risk assessment. Uses predictive analytics to generate accurate forecasts that align with business objectives. • Develops and implements customer behavior segmentation and targeting strategies using predictive modeling. Drives marketing decisions that optimize customer selection and revenue. • Guides product development by leveraging advanced modeling and actuarial analysis to inform product innovation, market alignment, and revenue growth potential. • Establishes data-driven strategies to enhance customer retention and loyalty. • Collaborates with cross-functional teams to improve customer experience and promote long-term engagement. • Analyzes performance metrics for direct marketing and media investments while providing insights to balance profitability, customer engagement, and competitive positioning. • Builds team capabilities in data analytics, predictive modeling, and actuarial analysis to drive continuous improvement.

Role Description We’re growing quickly and are looking for Financial Advisers who are passionate about delivering client-focused advice at a high standard. Our streamlined advice model allows you to focus on what matters most — building strong client relationships and providing quality advice — while our professional support teams assist with administration, compliance and implementation. This is an opportunity to thrive in a client-centric, technology-enabled environment where your work makes a real difference to clients’ financial wellbeing. - Providing phone-based financial advice to clients in a professional and engaging way - Completing client reviews across areas such as superannuation, insurance and retirement planning - Reviewing client circumstances and providing appropriate ongoing advice - Ensuring advice documents are accurate, compliant and relevant to each client’s needs - Managing client portfolios and building trusted long-term relationships - Supporting and mentoring Associate Advisers through professional guidance Qualifications - Currently authorised as a financial planner and listed/registered on Financial Adviser Register - Meets current professional standards for financial advisers, including education, exam and CPD requirements, as applicable - Minimum 3 years’ experience in Financial Planning - Strong knowledge of superannuation, insurance and retirement planning - Highly professional, excellent oral and written communication skills - High attention to detail, supported by a solid technical background - A client-first approach, with the ability to build trust and rapport - A commitment to quality advice, compliance and strong client outcomes Benefits - Competitive salary package – Attractive remuneration aligned to your experience - Sales incentive opportunity – Eligibility to participate in our Sales Incentive Scheme, subject to scheme rules - Flexible working – Remote options available, as well as office locations in Brisbane, Gold Coast, Adelaide and Perth - Strong support model – Administration, compliance and support teams to help you focus on quality advice - Learning and development – Access to resources, training and ongoing professional growth - Modern technology – Tools and systems designed to support efficient advice delivery - Supportive culture – A collaborative team where your contribution is valued - Office perks and connection – Great office locations, coffee, snacks and regular social events

Role Description We're looking for a Senior Financial Accountant to join our Finance Team! In this role, you'll own the month-end and year-end financial close, prepare accurate financial reports for leadership and the board, and bring a high level of accuracy and efficiency to everything you touch. You'll prepare the annual financial audit, support corporate tax return preparation, and help strengthen our reporting systems. If you're ready to drive impact and streamline success with high attention to detail, we want you on our team! Please note, this is a 12-month maternity leave cover position. What You Will Do: - Support the full month-end and year-end close cycle, including producing accurate financial reports for leadership and the board - Analyze financial performance against budget and forecasts, leveraging a strong understanding of TE's drivers, cash flow, and P&L - Contribute to the annual financial audit and assist with ASPE to US GAAP reconciliation; apply sound accounting principles to resolve issues at the right level - Partner with the CFO in preparing investor and lender reporting, dashboards, annual budgets, and forecasts - Review existing accounting processes and recommend improvements to drive efficiency and reporting quality - Serve as a superuser across finance systems (Sage Intacct, BambooHR, Shareworks, and Prophix) documenting processes, handling complex tasks, and assisting with Employee Shares, Options, and Canadian and US Corporate Taxes - Collaborate with cross-functional teams (RevOps, People, Legal) to identify financial issues and align on impacts - Provide mentorship to junior accountants and model exemplary professional standards, including around sensitive and confidential data Qualifications - CPA Designation - 3-5 years of accounting experience - Minimum 2 years of experience in an intermediate or senior accounting role - Advanced knowledge of main accounting principles (ASPE & US GAAP) - Ability to complete tasks with high accuracy by the deadline - Ability to handle confidential data with a high degree of professionalism - Self-starter with high initiative and ownership - High level of attention to detail Requirements - Experience with multi-ledger accounting systems - Experience with Shareworks and other relevant softwares - Experience with large Deferred Revenue schedules and understanding of contracts - Experience in a fast-paced environment Benefits - Generous time off policy - Flexible extended benefits plan options - Company-wide wellness days off scheduled throughout the year - Maternity & parental leave top-up programs - Access to Maple & Inklbot for primary care, mental health, and wellness needs - Remote-first work environment with mutual trust - Inclusive culture prioritizing employee perspectives - Competitive pay and benefits with share options - Regular learning sessions and access to an annual Professional Development stipend & Company Coach