• Own the monthly, quarterly, and annual close process across the portfolio • Own reconciliations, intercompany accounting, allocations, and accounting review processes across the portfolio • Personally own day-to-day accounting operations for Clever Benefits, including accounts payable, accounts receivable, reconciliations, journal entries, month-end close, and financial reporting • Prepare and review financial statements and supporting schedules • Ensure financial reporting is accurate, timely, and increasingly aligned with GAAP • Review transaction coding, classifications, reconciliations, and journal entries • Establish and maintain accounting policies, documentation standards, and review procedures • Research and resolve accounting issues involving debt, equity, acquisitions, ownership transactions, stock-based compensation, and other non-routine activity • Retain accountability for accounting accuracy and financial reporting regardless of delegated execution • Own intercompany accounting, allocations, shared services charges, and related-party transactions • Maintain accounting consistency across multiple legal entities • Oversee accounting treatment for loans, advances, promissory notes, convertible instruments, equity issuances, and stock option plans • Own revenue recognition, deferred revenue accounting, commission liability accounting, and other complex accounting areas across the portfolio • Support accounting setup and integration of newly formed entities and incubation initiatives • Own the accounting structure, financial controls, and accounting processes for newly formed entities • Ensure balance sheet integrity and proper reconciliation of all significant accounts • Directly perform accounting activities for Clever Benefits while directing, reviewing, and overseeing accounting execution across other portfolio entities • Strengthen internal controls, approval workflows, and financial governance processes • Establish appropriate segregation of duties and accounting review procedures • Improve cash disbursement controls, spend management controls, fraud prevention processes, and payment authorization standards • Own payroll accounting review, payroll allocations, and payroll approval processes • Serve as primary accounting liaison to external CPA firms and tax advisors • Support annual tax filings, compliance projects, 409A valuations, R&D credit studies, and accounting-related diligence efforts • Maintain documentation and records necessary to support investor, lender, and transaction diligence • Ensure accounting practices can withstand the scrutiny of outside investors, lenders, and potential acquirers • Directly manage and develop the Accounting & Operations Manager • Establish accountability, priorities, and operating rhythms for the accounting function • Provide guidance on accounting treatment, close support activities, and process execution • Review and oversee accounting work performed throughout the portfolio • Delegate accounting projects and execution activities while maintaining ownership of accounting outcomes • Help define appropriate ownership between bookkeeping, accounting operations, business operations, and controllership responsibilities • Build a scalable accounting function capable of supporting continued growth across the portfolio

• Maintain working knowledge of Generally Accepted Accounting Principles (GAAP) to ensure compliance • Oversee and support the Accounting team day-to-day operations • Perform and/or review bank transactions, journal entries and account reconciliations and analyses • Manage the month-end close and the General Ledger • Collaborate with external auditors to facilitate the annual audit process

Role Description We are seeking a hands-on Controller to lead accounting operations, financial reporting, internal controls, and accounting compliance across our portfolio of companies. This role combines strategic controllership responsibilities with direct accounting ownership. - Personally own the accounting function for Clever Benefits, including day-to-day accounting operations, month-end close, financial reporting, and cash management. - Serve as the overall owner of accounting operations, accounting policy, financial reporting, and accounting controls across the broader portfolio. - Report directly to the Chief Financial Officer (CFO) and manage a small accounting team. - Work closely with company leadership, external accountants, legal counsel, banks, and operating teams across the portfolio. - This is a remote position; candidates near Phoenix, Arizona or Charleston, South Carolina are welcome to work from those locations. Qualifications - Bachelor's degree in Accounting or Finance. - 8+ years of progressive accounting experience. - Experience leading month-end and year-end close processes. - Strong knowledge of GAAP and financial reporting. - Experience managing accounting operations within a multi-entity organization. - Experience leading or mentoring accounting staff. - Audit Experience. Requirements - CPA license (preferred). - Experience in healthcare, insurance, SaaS, or venture-backed companies. - Experience with acquisitions, equity transactions, and complex accounting matters. - Experience implementing or improving accounting processes and internal controls. - Experience leveraging AI tools for productivity in finance/accounting function. Benefits - Competitive salary and equity opportunity. - Flexible work hours and remote-first environment. - Collaborative, entrepreneurial culture with significant ownership and autonomy. - Opportunity to help build and scale a growing portfolio of companies alongside experienced leadership. - Three weeks (15 business days) paid vacation time off. - Nine paid holidays. - Employer-paid health benefits for employee and family members.

Role Description We are seeking an experienced, commercially minded, and detail-oriented Financial Controller to lead the day-to-day financial operations of our business. This is a key leadership role within the finance function, responsible for ensuring robust financial management, compliance, reporting accuracy, and supporting the strategic growth of the organisation. Reporting into senior leadership, the successful candidate will play a pivotal role in providing financial insight, maintaining strong financial controls, managing the finance team, and partnering with stakeholders across the business to drive performance and informed decision-making. What you will do? - Oversee the preparation and delivery of monthly, quarterly, and annual financial reports - Lead the annual budgeting and forecasting process in partnership with department heads and the FP&A Manager - Monitor financial performance and provide analysis of variances against budgets and forecasts - Ensure compliance with UK GAAP, IFRS, and all relevant statutory and regulatory requirements - Manage cash flow, working capital, treasury activities, and banking relationships - Liaise with external auditors, tax advisors, and financial institutions - Develop, maintain, and strengthen internal financial controls, policies, and procedures - Provide meaningful financial analysis and recommendations to support strategic decision-making - Lead, coach, and develop members of the finance team - Support business planning, investment appraisals, and strategic projects - Ensure timely and accurate completion of VAT returns, Corporation Tax computations, and statutory filings - Drive continuous improvement across finance processes and systems Qualifications - ACA, ACCA, or CIMA qualified (or equivalent) - Minimum of 5 years' experience in a senior finance role - Strong technical knowledge of UK accounting standards, financial reporting, and regulatory requirements - Excellent analytical skills with strong attention to detail - Advanced Microsoft Excel capabilities - Experience using accounting systems such as Sage, Xero, QuickBooks, SAP, or similar ERP platforms - Proven leadership and people management experience - Ability to communicate complex financial information clearly to non-financial stakeholders - Strong understanding of budgeting, forecasting, cash flow management, and financial controls Requirements - Experience within a professional services or legal sector environment - Experience building, developing, or restructuring finance teams - Exposure to business transformation or growth initiatives Key Competencies - Strategic thinking and commercial acumen - Strong problem-solving and decision-making skills - Excellent organisational and time management abilities - Exceptional communication and stakeholder management skills - High levels of integrity and professionalism - A proactive and continuous improvement mindset - The ability to work effectively in a fast-paced environment Benefits - High levels of flexibility and a great work life balance - A well-rounded remuneration package (which includes private medical insurance, income protection insurance and discounted gym membership, amongst many other benefits) - Opportunities for growth and progression including professional funding - In person and remote social events - Opportunity to get involved in a range of Environmental, Social and Governance (ESG) activities