• Develop and own detailed, data-driven financial models and ad-hoc analytical projects and present the results to senior management to support strategic decision-making • Generate dashboard reports that monitor KPI’s to track Rescale’s performance, and communicate trends and findings to management to highlight risks and opportunities • Develop and execute timely monthly, quarterly, and annual reports, partnering with the accounting team and the business on the close process, ensuring insights, risks, and opportunities are identified and communicated to all stakeholders • Perform variance analyses to ensure fiscal responsibility and accountability; identify trends; recommend actions for continual improvement • Assist in preparing QBR, Board and other investor-related materials and presentations • Continuously identify opportunities to automate and streamline processes with AI and agentic tools to increase the efficiency and effectiveness of the FP&A function

Role Description As a Strategic Finance Lead, you will play a critical role in supporting a modern family office platform serving high-net-worth individuals and multi-entity households. You'll work closely with clients to oversee financial operations while delivering strategic insights, financial planning, and decision support across complex financial environments. This role is ideal for someone who combines strong financial and accounting expertise with strategic thinking, commercial judgment, and exceptional communication skills. You will act as a trusted financial partner, translating complex financial information into clear recommendations that help clients make confident, informed decisions. Accountability Your success as a Strategic Finance Lead will be defined by your ability to provide accurate financial visibility, deliver strategic insights, and help clients make informed financial decisions across multiple entities. Here's how you'll make an impact: - Financial Operations & Accounting Ownership - Own full-cycle accounting across multiple client entities. - Manage general ledger activities, reconciliations, journal entries, and month-end close processes. - Oversee bill payments, approvals, audit trails, and cash management activities. - Monitor cash flow, liquidity, and banking operations. - Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct. - Client Reporting & Financial Analysis - Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports. - Perform variance analysis against budgets, forecasts, and prior performance. - Ensure reporting is accurate, reconciled, and decision-ready. - Transform financial reporting into actionable insights that support business and personal financial decisions. - Present financial information clearly to both financial and non-financial stakeholders. - Strategic Finance & Advisory - Translate financial data into meaningful recommendations and strategic insights. - Lead financial planning discussions around liquidity, spending optimization, and major financial decisions. - Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives. - Identify financial risks, inefficiencies, and opportunities proactively. - Support clients in making informed decisions through thoughtful financial analysis. - Family Office Coordination - Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders. - Support tax planning workflows by preparing financial information and documentation. - Maintain strong financial governance, controls, and documentation standards. - Monitor unusual financial activity and proactively escalate potential issues. - Help ensure seamless financial operations across multiple entities and stakeholders. - Systems & Process Improvement - Evaluate and implement improvements to financial systems and reporting workflows. - Support automation and dashboard initiatives that improve financial visibility. - Strengthen financial controls, documentation, and audit readiness. - Identify opportunities to improve operational efficiency and reporting quality. - Help build scalable financial processes that support long-term growth. Qualifications - Experience: 5–10+ years of experience in strategic finance, FP&A, family office environments, public accounting, corporate finance, or similar finance leadership roles. - Accounting Expertise: Strong foundation in full-cycle accounting, financial reporting, reconciliations, month-end close, and financial controls across multiple entities. - Strategic Finance: Demonstrated experience building financial models, scenario analyses, forecasts, and decision-support tools that influence business outcomes. - Financial Systems: Proficiency with accounting platforms such as QuickBooks, Xero, Intacct, and advanced Excel or Google Sheets. - Client Advisory: Strong ability to communicate financial information clearly and confidently with clients and senior stakeholders, translating complex financial concepts into practical recommendations. - Analytical Thinking: Excellent financial analysis, commercial judgment, and problem-solving skills with a proactive approach to identifying risks and opportunities. - Ownership & Autonomy: Ability to independently manage complex financial responsibilities while balancing execution with strategic advisory work. - Professional Qualification: CPA (or equivalent professional accounting qualification) strongly preferred. Role Specifications - This is a remote role where you'll be expected to work a split shift with meaningful overlap with our client's Pacific Time (PT) working hours. - You will also be expected to be present for in-person training programs during your first 3.5 weeks with us.

• Lead and develop the Financial Planning & Business Partnering function, including processes, frameworks, and ways of working. • Lead budgeting, forecasting, and P&L planning processes. • Consolidate and oversee regular forecasts for revenue and operational costs. • Support performance management through financial analysis, KPI tracking, and business insights. • Develop and maintain KPI frameworks to support business performance tracking. • Partner with BI teams to improve reporting, dashboards, and scalable data models. • Lead profitability analysis, ROI evaluation, and unit economics modeling across business areas, products, partners, and initiatives. • Build business cases, financial scenarios, and ROI models for new initiatives. • Translate complex financial and operational data into clear recommendations for non-financial stakeholders. • Constructively challenge assumptions, forecasts, and business plans to support informed decision-making. • Lead and develop the FP&BP team, initially including a Senior FP&A Specialist.

Role Description LATAM is one of the most exciting frontiers in retail trading right now — growing retail participation, a young demographic hungry for alternative investments, and an IB ecosystem that rewards relationships. This is your region to own. You'll be MarketsVox's first head of LATAM, reporting directly to the CCO and CEO, with full autonomy to build from scratch across Mexico, Colombia, Argentina, Chile, and Peru. No layers. No politics. Just a mandate and the support to execute it. What You'll Own - Design and drive the MarketsVox LATAM go-to-market strategy from day one - Build a high-performing IB, affiliate, and partner network across priority markets - Acquire and onboard clients through reverse solicitation channels and local trading communities - Represent MarketsVox at regional expos and industry events (iFX LATAM, Expo EFX, etc.) - Work directly with the CEO and CCO to shape regional pricing, product, and positioning - Hire and build your own team as revenue and momentum grow Qualifications - 5+ years in a senior sales, partnerships, or business development role at a retail FX/CFD broker - An established network of IBs, affiliates, and trading communities across LATAM - Based in Latin America — Mexico, Colombia, Argentina, Chile, or Peru preferred - Bilingual — professional fluency in both English and Spanish is essential - Self-directed and comfortable operating in a high-ownership environment - You've built pipelines from zero before and you know what it takes Benefits - Competitive base salary + uncapped regional performance bonus - Annual salary review tied to growth milestones - Work from anywhere in LATAM — fully remote structure - Travel budget for regional expos, client meetings, and IB events - Access to MarketsVox internal trading tools, market data, and research - Fast-track to team leadership as the region scales - Direct line to the C-suite — your wins are seen immediately