• Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients. • Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings. • Deliver knowledgeable presentations to Councils, Boards, and investment committees about California CLASS and related offerings. • Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders. • Represent the firm at local industry conferences and associations to enhance visibility and engagement. • Evaluate and advise on client investment policies. • Develop innovative methods for educating clients and prospects on current market trends and investment opportunities. • Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).

• The Sage X3 Functional Consultant’s (FC) role is to plan, design, develop, and launch efficient information and operations systems in support of core organizational functions for Net at Work’s clients • Using both business and technical skills, the FC works directly with customers to identify business requirements with enough detail and clarity to allow technical solution proposal development • The FC will apply proven communication, analytical, and problem-solving skills to help identify, communicate, and resolve systems issues in order to maximize the benefit of IT systems investments • Delivery of all projects in a defined area; ensure projects are completed at or ahead of schedule, costs are managed to budget, and customer expectations are exceeded • Work with clients throughout system testing and product acceptance phases to ensure quality and customer satisfaction • Support sales team with business opportunities by assisting with estimate and proposal generation, performing demos, and responding to customer Pre-sales requests as needed • Manage and support relationships and install products for existing clients. This includes handling questions, solving problems, writing reports, performing upgrades, as well as ensuring the client’s general satisfaction with the software and the company

• Support Reddit’s Engineering Organization - Partner with Engineering leadership to provide financial modeling assistance for key business decisions including prioritizing resources and investments to get the best ROI. Develop understanding of Engineering related issues and priorities; reconcile those matters with long term forecasts. • Strong Thought Leadership - Bring insights from industry knowledge and your business acumen to show a capability of influencing business leadership to drive results. You will have a passion for improving existing processes and be able to work across teams to achieve results. • Deliver engineering P&Ls - Own financial forecasts, annual operating plan, budget tracking, and long range plan by partnering with various stakeholders. Establishing and communicating information about financial targets on a quarterly and annual basis; identifying and reporting risk and opportunity levels determined for the overall financial plan; providing actionable insights (e.g. productivity analysis, ROI, contractor spend optimization, capex management, etc). • Cloud Reporting - Work closely with our team to track and report our KPIs against our most strategic Cloud Hosting agreements. Continue to optimize costs by working with engineers to balance workloads across our dual cloud environment. Run strategic projects in partnership with program management and engineering leaders to drive efficiencies and accountability for promised returns. • Communications and Presentations – Provides strategic input for business decisions by overseeing the production of complex financial models that incorporate assumptions, expectations, and known risks; preparing presentations and other supporting materials for recommendations. • Talent and Leadership – Develops and implements strategies to attract and maintain a highly skilled and engaged workforce by diagnosing capability gaps; recruiting, selecting, and developing talent

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.