• Partner with multiple departments to curate information, deliver key insights and provide strategic perspectives; provide actionable recommendations based on data and performance objectives • Build financial models and sensitivity analyses to determine forecasted revenue, costs, and profitability for various scenarios and new growth initiatives • Prepare and coordinate materials for Executive management to effectively communicate company’s strategy and performance • Lead monthly rolling forecasts, quarterly outlooks, and annual budget process. Perform analysis to understand and communicate variances while working to improve forecasting methods • Identify and implement opportunities to improve efficiency, accuracy, and scalability of work through AI-driven solutions.

Role Description Tapestry is looking for a diligent and results-driven associate to assist the Impact Investment team with transaction management, client management, and reporting. This role will suit individuals who are organized and are quick learners, as we are a small team that manages multiple streams. We are also looking for a client-focused individual with experience in business communications. This role will work closely with the Impact Operations Lead and Investment Analyst. We are cross-functional and highly collaborative by design, and the role will have many touchpoints with the entire team and our clients. What you will be doing: - Create and update reporting for clients, as well as stakeholders within Tapestry. - Process membership forms and investment applications. - Generate and arrange for delivery of investment paperwork and approvals to investors and intermediaries, as required. - Meet or exceed customer service standards in managing emails, telephone calls, and communications from clients and investors. - Process tax forms for our clients and members. - Assist with yield distributions for members/investors of our clients on a pre-determined schedule using Tapestry's infrastructure. - Track memberships and investments for our clients using prescribed reporting templates and create new tools as required. - Export and manipulate reports for our clients upon their request with an appropriate turnaround time. - Manage investments in projects by: - Tracking interest earned on current investments. - Coordinating further investment or repayment of interest/principal as directed. - Following up to ensure funds are dispersed as directed and keep in-house documentation and tracking up to date and secure. - This role will evolve into one with some tasks related to dealing in securities by supporting the sales process for community bonds. Qualifications - 1-3 years’ experience in operations / transaction management. - Degree in bookkeeping, accounting, finance, or applicable experience. - Excellent organizational, time management, and prioritization skills. - Ability to follow established protocols, but flexibility to adapt to interruptions. - Experience in one-on-one customer service. - Experience creating reports in Excel. - Experience working with database software, and/or accounting software. - Diligence and strong attention to detail. - Experience working in a highly regulated environment. - Data management, numeracy, and math skills. - Exempt Market Proficiency Course/Dealing Certification or willingness to take the course within the first 3 months of employment. Requirements - Awesome to have: - Accounting, finance, or bookkeeping designation. - Knowledge of social enterprise and social finance. - Experience with payments systems and transaction management. - Experience with coordinating couriers, picking up and processing inbound and outbound mail. - Experience with scanning documents and digital filing by client and topic, ensuring proper naming protocol is being followed. - Bilingual (English with some level of written/oral French proficiency). Benefits - Competitive Annual Salary: $56,780 - $64,000, based on experience. - Flexible Work Environment: Remote‑first role with a requirement to work from our Toronto office occasionally. - Generous Time Off: 3 weeks of paid vacation, plus an additional two-week winter holiday office closure. Half-day Fridays during July and August and your birthday as an extra paid holiday. - Comprehensive Health Coverage: Extended health benefits including paramedical, dental, and vision care. - Financial Perks: RRSP matching plan, and reimbursements for 50% of home internet and 80% of cell phone expenses. - Professional Growth: Participate in shaping the growth of a unique, impactful organization, and receive support for continuous learning and career development.

• Own the monthly budget-vs-actuals (BvA) process end to end, building out BvA and forecast reporting, and partnering with owners on variances and changes to key metrics • Support pre-IPO readiness, ensuring the accuracy, discipline, and rigor of corporate reporting meets the expectations of public-company stakeholders • Consolidate the Board deck materials, maintaining a consistent financial narrative and helping shape the company story • Produce business-unit reporting packages and ad-hoc analyses for leadership • Maintain and improve the consolidated forecast - rolling forecasts across the P&L, balance sheet, cash flow, including cash landing and capex projections • Maintain corporate forecast assumptions (merit, benefits, FX, tax rates, etc.) and build scenario and sensitivity analyses that inform strategic and resource-allocation decisions • Coordinate the finance calendar and executive review cadence • Partner with the finance systems team to enhance the corporate model, FP&A tooling (Abacum), dashboards, and playbook - applying AI and automation to recurring work

• Serve as the primary point of contact for patient financial communications. • Clearly explain insurance benefits, deductibles, copayments, coinsurance, and out-of-pocket responsibilities. • Contact patients prior to or following services to discuss financial responsibility and collect payments. • Establish and monitor patient payment plans; assist with billing questions and clarify EOBs or statements. • Document all financial communications and transactions in the appropriate systems. • Review patient eligibility, estimate financial responsibility, and collect payments up front when appropriate. • Proactively help reduce bad debt through timely patient outreach. • Support Revenue Cycle Management by assisting with insurance eligibility verification, prior authorizations, claim status, payment posting, and special projects. • Consistently deliver compassionate customer service to patients, referral sources, and internal teams. • Maintain strict confidentiality and HIPAA compliance at all times.