• Own variance analysis versus budget and forecast, translating results into clear insight and recommended action for senior leadership — not just a reporting of the numbers • Maintain and evolve financial models linking operational drivers (ARR, headcount, margin, cash) to financial outcomes • Partner with department leaders to interpret performance trends and surface risks or opportunities before they become material • Own the preparation of financial decks and narratives for the Board of Directors and the Risk & Audit Committee, including KPIs, trends, risks, and forward-looking analysis • Present consolidated performance results and business updates to executive leadership, with direct exposure to the CFO/CEO • Deliver clear, concise, decision-oriented financial storytelling tailored to a Board and executive audience • Serve as a trusted finance business partner to functional leaders, providing insight, challenge, and support on key initiatives • Support investment decisions, pricing changes, hiring plans, and operational trade-offs through data-driven analysis, and help leaders reach principled trade-offs that protect long-term value, not just short-term optics • Build cross-functional relationships that raise financial literacy and ownership across the organization • Proactively identify structural risks and opportunities before they're visible to others, escalating with well-supported recommendations • Own the monthly management reporting package: financial results, KPI dashboards, and executive commentary • Own IFRS 15 revenue reporting, including the monthly CARR waterfall, ensuring accurate reconciliation between bookings, ARR, deferred revenue, recognized revenue, and other contractual movements that drive SaaS performance reporting • Analyze performance drivers across revenue, cost structure, and margin, connecting financial results back to operational activity and long-term value drivers • Own consistency between management reporting and statutory results across monthly, quarterly, and annual cycles • Partner with Accounting on IFRS-related topics to ensure management reporting and Board materials reflect accounting reality • Support preparation for Risk & Audit Committee discussions, providing forward-looking risk assessments and sensitivity analyses • Own the accuracy and integrity of your reporting models and tools within NetSuite and related systems • Identify structural inefficiencies or risks in your own workstreams that aren't yet visible to others, and flag or address them proactively • Contribute ideas for automation and standardization within your area, in partnership with your manager • Apply AI tools within your work-streams in line with team best practices for capability, scalability, and risk • Use human-and-AI workflows (e.g., in variance analysis, board deck preparation, or performance reporting) to expand your own capacity and improve quality • Take full ownership of your core deliverables and their downstream impact, escalating early when something is at risk • When your work falls short, take responsibility, identify what happened, and apply the fix without needing to be asked.

• Be the Finance owner of expansion activities, particularly international expansion, identifying which expansionary activities are performing and assessing resource allocation. Provide effective steering to the business as it seeks to achieve its growth goals. • Dive deep into areas of our business and figure out where we can set aggressive targets, and then work with cross-functional teams to develop and execute initiatives around those recommendations • Facilitate collaboration across departments including operations, engineering, and product to drive strategic projects and external engagements. Be an advocate and stakeholder for the Finance team in those rooms. • Identify operational inefficiencies and devise scalable solutions to enhance business performance and market positioning • Utilize advanced data analysis to inform strategic decision-making and drive business growth.

• Own the annual plan and rolling forecast, including P&L, headcount, and cash flow modeling. • Build and maintain SITE’s Long Range Plan (LRP) with scenario planning capabilities for strategic decision making and fundraising support. • Lead the monthly close cadence in partnership with our accounting team. • Develop department-level budgets with functional leaders and hold the business accountable to them. • Evaluate M&A, partnership, and market expansion opportunities through rigorous financial diligence and scenario modeling. • Build out our SaaS Dashboard: ARR/ACV cohorts, GRR/NRR, CAC, LTV, gross margin by segment, Rule of 40, etc. • Drive pricing and packaging analysis across our SaaS and services offering. • Act as go-to for cross-functional problem solving.

Title: Accounting , Financial Mgmt Advisor II Location: Wake County United States Job Description: Agency Dept of State Treasurer Division State , Local Gov Finance Job Classification Title Accountant II (NS) Position Number 60009090 Grade NC14 About Us Our mission is to preserve, protect and sustain the state's pension and healthcare plans, generate investment returns in excess of comparable public pensions, properly account for and report on all funds that are deposited, invested, and disbursed through the North Carolina Department of State Treasurer, assure the financially sound issuance of debt for state and local governments, maintain the state's "AAA" bond rating, and provide exemplary service across all divisions of the Department. Description of Work The primary purpose of this position is to assess and monitor the fiscal health of morethan 1,100 local governments in NC. Units are assessed to determine fiscal and operational health and compliance with NC state statutes. The assessment is conducted primarily through review of the annual independent audit submitted by each government, and also through review. Information is gathered also by providing technical assistance by phone or email, and by visiting directly with unit staff and their auditors. This position is responsible for keeping senior management informed of situations and circumstances by which local governments could potentially fail, trends in information and guidance requests, and any other pertinent information with the potential to impact local government finance. This position will apply risk assessment procedures to help determine how to best allocate restricted resources.This position will work on special projects designed to assist the employee in developing communication, writing, organization, and analyzation skills. Knowledge Skills and Abilities/Management Preferences - The anticipated hiring rate for this position is up to $72,314, based on available funding and internal equity considerations.* This positions serves to: - Review proportional share of audited financial statements of NC local governments and public authorities for the State and Local Government Finance Division, helping to determine the fiscal health of the units. - Assist units of local government and public authorities in matters related to governmental accounting and reporting, auditing, budgeting, NC General Statutes, Orbit compliance and other issues and questions that arise - Prepare reports for management as requested within specific guidelines and deadlines. - Review various communications for units of local government and public authorities relating to Governmental Accounting Standards Board (GASB), Association of International Certified Public Accountants (AICPA), and other rule setting bodies. Help determine how rules and regulations apply to NC local governments. - Ability to analyze financial data and determine the overall financial condition of an entity because of that analysis. - Ability to communicate the results of that analysis to senior management along with proposed changes and solutions that are needed to improve an entity's fiscal condition. Knowledge Skills and Abilities/Management Preferences - CPA or working towards being qualified to sit for the NC CPA exam. - Knowledge of governmental generally accepted accounting principles, including GASB standards as they apply in NC and knowledge of the NC Local Government Budget and Fiscal Control Act and School Budget and Fiscal Control Act, as well as other applicable federal and State laws and regulations related to finance, and how those statutes apply to local governments in NC. - 2 years' experience in accounting or auditing, prefer direct financial experience with a local government or public authority in accounting, reporting, or budgeting. Salary Range - $52,592.00-$92,036.00 Position is Non-exempt to FLSA Overtime This position may be assigned additional job functions as needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice based on business conditions or as required by the agency to fulfill its mission. Minimum Education and Experience Some state job postings say you can qualify by an "equivalent combination of education and experience." If that language appears below, then you may qualify through either years of education, years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details. The minimum Education and Experience is a bachelor's degree in accounting, finance, economics, or business administration with 12 credit hours of accounting coursework; or associate degree in accounting; or associate degree in business or related discipline with 12 credit hours of accounting coursework; or equivalent combination of education and experience. Important: This posting closes at 11:59:59 PM the night BEFORE the End Date above. If you have student loans, becoming a state employee includes eligibility for the Public Service Loan Forgiveness Program. Visit https://studentaid.gov/ to learn more. This position currently qualifies for a hybrid telework option with routine office and remote workdays. The NC Department of State Treasurer trusts our employees to be self-motivated and successful in hybrid/remote roles. Telework options are subject to change at the discretion of management. NC State Health Benefits: The State of North Carolina offers excellent comprehensive benefits. Employees can participate in health insurance options, standard and supplemental retirement plans, and the NC Flex program (numerous high-quality, low-cost benefits on a pre-tax basis). Employees also receive paid vacation, sick, and community service leave. In addition, paid parental leave is available to eligible employees. Visit the website for State Benefits Supplemental and Contact Information The North Carolina Department of State Treasurer (DST) is an Equal Opportunity Employer that embraces an Employment First philosophy, which consists of complying with all federal laws, state laws, and Executive Orders. We are committed to reviewing requests for reasonable accommodation at any time during the hiring process or while on the job. For more information about DST: NCTreasurer | NC Treasurer. DST uses the Merit-Based Recruitment and Selection Plan to fill positions subject to the State Human Resources Act with the most qualified individuals. Hiring salary will be based on relevant qualifications, internal equity, and budgetary considerations pertinent to the advertised position. Application Process Be sure to complete the application in its entirety. Resumes will not be accepted in place of completing this application. - Information should be provided in the appropriate areas, to include the following: Education, including high school and all degrees obtained, Work Experience, and Certificates & Licenses. It is critical to our screening and salary determination process that applications contain comprehensive candidate information. - Answers to Supplemental Questions are not a substitute for providing all relevant information within the body of your application. To receive credit for the supplemental questions, you must provide supporting information within the "Work Experience" section of the application to support your answers. - Applicants will be subject to a criminal background check. - Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account. Upon the closing date, applications are "Under Review" and will be screened by Human Resources for qualified applicants. The hiring process may take several weeks. - Degrees must be received from appropriately accredited institutions. Transcripts and degree evaluations may be uploaded with your application. The State of North Carolina/Office of State Human Resources uses the National Association of Credential Evaluation Services (NACES) as a referral resource for applicants who need to have their credentials certified as equivalent. - For a list of organizations that perform this specialized service, please visit the NACES membership website at https://www.naces.org/members. Degree/College Credit Verification Degrees must be received from appropriately accredited institutions. Transcripts, degree evaluations, and cover letters may be uploaded with your application. Veterans' and National Guard Preference - Applicants seeking Veteran's Preference must attach a DD-214 Member-4 Form (Certificate of Release or Discharge from Active Duty) to their applications. - Applicants seeking National Guard Preference must attach an NGB 23A (RPAS), along with the state application, if they are a current member of the NC National Guard in good standing. - Applicants who are former members of either the NC Army National Guard or the NC Air National Guard, with honorable discharge and six years of creditable service, must attach a copy of the DD 256 or NGB 22, along with the state application. ADA Accommodations Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA), DHHS is committed to the full inclusion of all qualified individuals. As part of this commitment, DHHS will ensure that people with disabilities, or known limitations covered by the PWFA, are provided with reasonable accommodation. If reasonable accommodation is needed to participate in the job application or interview process, please contact the person indicated below. Background Check - The selected candidate will be subject to a criminal history background check through Castle Branch. - One or more of the following may also be reviewed, depending on the nature and requirements of the position: employment history, professional references, credit history, and educational verification (i.e., degree, license, or official transcript). - The selected candidate will be required to pass the background check to the satisfaction of the North Carolina Department of State Treasurer. All offers of employment are conditional until the satisfactory completion of the background check. EEO Statement The State of North Carolina is an Equal Employment Opportunity Employer and is dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices. Contact Information: If there are any questions about this posting, other than your application status, please email the NC Department of State Treasurer at HR@nctreasurer.com. Minimum Education and Experience Some state job postings say you can qualify by an "equivalent combination of education and experience." If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details. EEO Statement The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices. Recruiter: Leonard C Harper Recruiter Email: HR@nctreasurer.com