Role Description Want to be a Fractional CFO Consultant instead of a W2 CFO? Desire a Career Transition? Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a thriving consulting practice? B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies. Many experienced CFOs deeply desire to leave the W-2 world to become a self-employed CFO Consultant. One of their main concerns about leaving the W-2 world is the important topic, “how to find great-paying clients.” We have invented that wheel for CFOs to find clients. We’ve been doing this since 1987. The CFOs that have taken our training have collected hundreds of millions of dollars! We have a 480-page training manual with the best talent in the USA to train CFO Candidates. Qualifications - A passion to serve owners of privately held companies (our target market). - Desires to receive specialized training prior to beginning to find clients. - Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. - A desire to learn proven processes to find great paying clients. - Wants to learn how to serve multiple clients simultaneously. - A strong passion to be in control of their future. Requirements - Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA. - At least 15 years of professional experience since college graduation. Benefits - Possible Bonus: A FINRA Series 7 and/or 79. Company Description Please Note: This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within your local market. This is NOT a franchise opportunity. You can copy and paste your LinkedIn URL or submit a resume at https://www.b2bcfo.com/careers#resume-form . By confidentially submitting your resume, you grant B2B CFO® & B2B EXIT® permission to contact you via email, LinkedIn and/or phone. We are an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.

• Supporting core financial planning processes, including annual budgeting, rolling forecasts, and department-level planning, partnering directly with business owners to pressure-test assumptions, align on targets, and manage ongoing performance against plan • Owning the bottoms-up operational and financial forecast model, maintaining it as a living tool that reflects current business realities • Preparing and presenting monthly financial performance packages for executive leadership, including variance analysis, trend commentary, and forward-looking implications • Partnering closely with accounting during month-end close to ensure accuracy and transparency in financial reporting • Delivering clear, accurate, and timely responses to ad-hoc financial questions, tailoring insights for the audience • Building scalable finance infrastructure, including repeatable reporting processes, clean model architecture, and documented assumptions • Building financial models to evaluate new market entry, partnership structures, contract economics, and capital deployment decisions • Developing and maintaining analytical frameworks to analyze unit economics and performance across markets and patient segments, surfacing insights on risk, performance, and investment priorities • Contributing to board, investor, and senior leadership materials by developing supporting analysis and helping shape a clear financial narrative • Developing scenario analyses and sensitivity models that help leadership evaluate tradeoffs, anticipate risks, and make decisions under uncertainty • Monitoring financial and operational performance against expectations, identifying emerging risks and opportunities and translating insights into clear recommendations

• Own, maintain and scale our company operating model • Drive annual planning, quarterly and monthly financial forecasts, and ongoing analysis of performance to highlight trends, opportunities, and causes of unexpected variances • Partner with accounting to develop processes to deliver accurate and timely outputs for management reporting • Partner cross-functionally with senior leaders to develop financial models and provide strategic insights to help them achieve their goals • Prepare quarterly reporting materials for our board • Conduct ad hoc financial modeling and analysis

Role Description The Director of Investment Accounting is responsible for leading the investment accounting, reporting (external, regulatory & client), and analysis of Enstar’s investment portfolio, as well as providing technical expertise related to investment transactions. This role will focus on the integration of M&A transactions and recommend and drive process improvements. What you will be doing - Leadership & Management - Assist with leading, mentoring, and developing a high-performing investment accounting team, fostering a culture of accountability, collaboration, and continuous improvement. - Oversee daily, monthly, and quarterly close activities related to investment accounting and reporting, ensuring accuracy, timeliness, and strong internal controls. - Manage relationships with internal partners and external auditors. - Work closely with the VP of Investment Accounting to ensure depth of knowledge for all critical processes. - Investment Accounting, Reporting & Analytics - Oversee accounting, and financial and regulatory reporting for all investment asset classes, which may include fixed income securities, structured products, public and private equity, derivatives, mortgage loans and real estate, alternative investments (primarily fund investments, rated note structures). - Review VIE analysis and consolidation conclusions. - Own the accounting and reporting of our private equity portfolio. - Ensure compliance with applicable accounting guidance (e.g., US GAAP, Statutory Accounting Principles, or other frameworks as applicable). - Review financial statements, footnotes, and management reporting. - Ensure accuracy and completeness of investment-related disclosures for regulatory filings. - Maintain and enhance internal controls. - Oversee pre and post-close portfolio analytics, report on investment-related KPIs. - Partner with internal teams as necessary (FP&A, Investment Management, and Reporting teams) to support BAU and strategic initiatives. Qualifications - Bachelor’s degree in Accounting, Finance, or related field required. - CPA or equivalent qualification preferred. - 10+ years of investment accounting experience. - Strong knowledge of complex investment products and related accounting standards. - Prior leadership and team management experience. - Experience working in an entrepreneurial, fast-paced environment. - Experience with Clearwater and Canoe preferred. - Advanced Excel/Alteryx skills preferred. - Deep expertise in US GAAP, SAP, Solvency, and BMA investment accounting and reporting. - Strong analytical, problem-solving, and technical accounting skills. - Experience with investment valuation, CECL/impairments, cash flows. - Excellent communication and business partnership skills. - Proven ability to lead change and drive process improvements. - Ability to respectfully challenge the current state and recommend improvements. - Ability to work in a fast-paced environment and manage multiple tasks and deadlines. Benefits - Enstar offers best-in-class Medical, Dental, and Vision healthcare for single and family coverage. - Board-certified doctors and pediatricians are available virtually 24/7 for urgent care. - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA). - Access to Dependent Care FSA to cover daycare expenses. - Access to Employee Assistance Programs (EAP) for health and well-being. - Optional Pet & Home/Auto Insurance. - Wellness Reimbursement program (up to $600 annual reimbursement for wellness-related expenses, i.e., gym memberships, massage, etc.). - 401K retirement plan (company matches up to 6% of employee contribution). - One paid annual volunteer day.