• Design and improve accounting structures, chart of accounts, reporting lines, and internal accounts for existing businesses, new entities, and acquired companies. • Set up and clean up books for new or early-stage companies, including making sure each business line can be understood separately. • Build useful profit and loss reporting by company, app, and business line, including revenue, costs, CAC/LTV, ROI, allocations, and performance trends where relevant. • Run and improve close, reconciliations, intercompany balances, recharges, allocations, documentation, and recurring reporting across multiple entities. • Investigate accounting problems where the numbers do not add up: misallocated expenses, missing records, unusual transactions, and occasionally potential fraud. • Support acquisition work: target analysis, diligence, seller number verification, scenario modeling, and post-acquisition performance tracking. • Coordinate with bookkeepers, accountants, tax advisors, and operating teams so the finance function becomes reliable without constant founder involvement. • Stay across company maintenance, compliance, tax efficiency, entity structure, and advisor follow-through, especially for US-facing work. • Find practical ways to save money, improve financial strategy, reduce administrative load, and increase profits through better information and better structure. • Use QuickBooks, Xero, spreadsheets, Google Drive records, bank statements, and AI tools to reconcile, analyze, document, and improve the finance function. • Stay flexible and take on additional responsibilities as the role and company needs evolve.

• Partner with executive leadership to develop and execute financial strategies that support growth and operational goals • Lead budgeting, forecasting, long-range planning, financial modeling, and scenario analysis • Develop and improve key performance indicators (KPIs) to provide visibility into financial and operational performance • Translate financial data into actionable insights that guide business decisions • Drive improvements in forecasting accuracy, reporting capabilities, and strategic planning processes • Oversee accounting, reporting, treasury, tax, cash management, and financial analysis functions • Ensure accurate and timely financial reporting in accordance with GAAP standards • Manage financial processes that support efficiency, scalability, and business growth • Oversee financial statements, cash flow reporting, and performance analysis • Identify opportunities to improve processes, controls, and operational effectiveness • Support evaluation of strategic growth opportunities, including acquisitions, investments, and expansion initiatives • Lead financial analysis, due diligence, modeling, and integration planning for potential transactions • Partner with leadership on capital allocation decisions and investment strategies • Manage relationships with financial partners, lenders, and external stakeholders • Identify financial and operational risks and implement mitigation strategies • Ensure compliance with financial regulations, audit requirements, and reporting standards • Manage relationships with external auditors and financial institutions • Build and lead a high-performing finance organization focused on accountability, collaboration, and continuous improvement • Establish clear goals, expectations, and development opportunities for finance team members • Foster strong cross-functional partnerships across the organization • Oversee financial systems, reporting tools, and technology initiatives • Identify opportunities to leverage automation, analytics, and emerging technologies to improve efficiency • Support enhancements to financial systems, reporting capabilities, and data-driven decision-making

• Build and run the company P&L, forecasting, and long-range growth models for a business growing 100%+ YoY • Own the annual operating plan, monthly close-to-forecast variance analysis, and board/investor reporting • Be in the details of every product and experience — LTV, CAC, LTV:CAC, ARPU, contribution margin, payback, cohort retention • Surface the correlations and causations that lift growth and translate them into product and pricing opportunities • Lead RFP, procurement, contract negotiation, and ongoing vendor/partner management for every new service and partnership — sponsor/BaaS banks, HYSA, mortgage & insurance referral partners, and key vendors • Deliver clean books, reliable BI, and a single source of truth for decision-making • Partner with the CEO and executives on capital efficiency, resource allocation, new-product business cases, and capital strategy for the next phase • A trusted, single-source financial model and metrics layer the exec team runs the business on • Per-product unit-economics visibility that has directly informed at least one growth or margin decision

• Own the calculation, validation, and analysis of monthly commission payments • Ensure accuracy and integrity across compensation data and commission plans • Investigate discrepancies and resolve compensation-related issues in a timely, well-documented manner • Provide clear, professional support to sales teams on compensation questions, acting as a trusted point of contact • Support the execution and ongoing improvement of commission plans, including plan design feedback and process refinement • Lead commission finance activities, including commission modeling, compensation analytics, and sales commission calculations — all of which are currently built and operated in Anaplan • Own and maintain the Commissions module in Anaplan, ensuring accuracy, scalability, and proper documentation of processes • Support the design, maintenance, and optimization of FP&A systems and planning tools, with a primary focus on Anaplan • Partner closely with Sales and GTM leadership to support strategic decision-making through financial modeling, forecasting, and performance analysis • Own and manage sales finance processes, including bookings forecasting, pipeline analysis, headcount planning, and productivity reporting • Manage and enhance forecasting processes across the commercial organization to improve predictability and operational visibility • Build scalable financial models to support annual planning, long-range planning, and scenario analysis • Analyze performance data to identify trends, risks, and opportunities across the sales organization • Partner with Sales, Finance, and Operations teams globally to ensure consistent, accurate compensation and forecasting processes • Collaborate cross-functionally with Revenue Operations, Accounting, HR, and business leaders to ensure alignment across planning initiatives • Identify opportunities to improve processes, automate workflows, and increase operational efficiency within FP&A • Present financial insights and recommendations to senior leadership with a high degree of accuracy and attention to detail