• Own and prepare SEC filings, including Forms 10-K, 10-Q, and other required public company disclosures • Lead full-cycle accounting operations, including month-end and quarter-end close • Ensure accurate and timely financial reporting in compliance with GAAP, SOX, and ASC 606 • Prepare and review technical accounting memos and support audits and external reporting requirements • Manage and develop a small accounting team (1–2 direct reports) • Oversee internal controls, compliance processes, and coordination with external auditors and advisors • Maintain and improve accounting processes, policies, and documentation in a fast-paced environment • Work closely with cross-functional leaders to support business initiatives and future growth • Operate comfortably in the details while maintaining a strategic mindset

• Lead the annual operating plan, long-range planning, and rolling forecast processes. • Collaborate with the CEO, Sales, Marketing and Customer Success to optimize go-to-market investment, sales capacity planning, quota setting, and pricing and packaging strategy. • Translate strategic initiatives into measurable financial outcomes, KPIs, and clear accountability metrics. • Manage the creation and delivery of monthly and quarterly reporting packages for executive leadership, private equity sponsors, and lenders. • Provide variance analysis, cohort analysis, and performance insights that align with the strategic plan. • Support board meetings, lender reporting requirements, and due diligence activities related to a potential exit. • Oversee and refine key SaaS metrics such as ARR, NRR, GRR, CAC, LTV, churn rates, unit economics, and cohort analysis. • Own revenue and pipeline analytics including bookings, pipeline coverage, conversion rates, and sales productivity. • Work cross-functionally to improve go-to-market efficiency and customer retention. • Develop and maintain KPI dashboards that promote operational discipline throughout the organization. • Develop and maintain integrated 3 statement financial models. • Own cash flow forecasting, liquidity planning, and covenant compliance modeling. • Lead scenario planning exercises, sensitivity analysis, and capital allocation modeling. • Oversee planning related to headcount, compensation, and organizational capacity. • Lead the Accounting function, overseeing both in-house and outsourced teams across GL, revenue recognition, billing, AR, AP, payroll, and the close process. • Ensure a timely and accurate monthly close in accordance with GAAP. • Maintain strong internal controls, policies, and procedures to safeguard financial assets and ensure compliance. • Manage relationships with external auditors, tax advisors, and third-party accounting partners. • Support audits, tax filings, and due diligence for exit-readiness. • Continuously improve finance and accounting processes to enhance speed, accuracy, consistency, and readiness for potential exits.

• Set and scale the investment strategy for our property equity investments • Source, cultivate, and manage relationships with operators, developers, sponsors, fintech platforms, and emerging proptech equity models • Develop and Underwrite a diversified deal pipeline: oversee underwriting and investment thesis with a focus on data-driven insights and consistent standards • Own financial performance of equity investments and make operational and investment recommendations to continuously drive high performance • Manage Investments Portfolios to ensure appropriate objectives are being pursued • Partner closely with Finance and Asset Management on portfolio construction, pro forma development, investment pacing, cash flow modeling, and ongoing performance monitoring • Lead Investment Committee recommendations for new strategies, opportunities, and residential equity product development • Design scalable analytical frameworks for asset evaluation, cohort comparison, and long-term performance forecasting • Collaborate with Marketing and Investor Relations to translate investment products into clear, investor-ready narratives • Contribute to operational infrastructure, including data integration (Salesforce, Coda, internal tools), process automation, and scalable workflows that support growing portfolios.

• Architect the Source of Truth: Lead the design, implementation, and maintenance of company-wide financial and operational metrics tracking within PowerBI, transforming raw data into actionable executive insights. • Own the Narrative: Drive monthly reporting (budget variances, P&L, MD&A), keeping leadership informed with high-impact visuals and data storytelling. • Master Workforce Planning: Wield the Applicant Tracking System (Lever) like a champion to optimize headcount modeling and global hiring trends. • Decode the Sales Engine: Dive deep into Salesforce.com, collaborating with Sales Ops to unlock productivity insights and revenue drivers. • Lead Spend Operations: Charge forward on Purchasing and Travel policy updates, wielding tools like Tropic and Ramp to maximize efficiency. • Financial Analysis Guru: Tackle complex costing, P&L activities, and strategic initiatives that move the needle. • Partner with the A-Team: Support month-end close, audits, and cross-functional projects with the broader Finance team.