• Help clients build a budget • Establish saving and emergency fund habits • Develop a broader financial planning approach tailored to clients' goals • Guide clients through debt and student loan strategy • Provide insights on investing fundamentals • Advise on retirement and employer benefits • Assist clients in navigating major purchases and life events • Optimize income through career changes • Set your own hours and rates • Host sessions virtually and partner with the team to deliver a high-quality experience

Role Description Partner One is looking for an Investment Associate to join the team. The Investment Associate will be part of the Mergers and Acquisitions team and will be responsible for supporting activities related to due diligence and the execution of acquisitions. - Conduct overview and analysis of commercial and financial data of acquisition targets. - Formulate and present the assessment of the acquisition targets’ initial fit. - Conduct market research to understand industry trends and recognize new acquisition opportunities. - Identify software businesses that meet our acquisition criteria and metrics, and move opportunities through the deal cycle. - Support the M&A team with various ad hoc tasks related to the closing of live deals. - Collaborate and coordinate with cross-functional teams on data requests, information sharing, project team meetings, and deal execution. Qualifications - Up to 5 years of experience in one or more of the following areas is required: - Transaction advisory services, including Quality of Earnings and Quality of Revenue engagements - Buy-side financial due diligence advisory - Public accounting / external audit serving technology or software companies - Corporate development, FP&A, or finance at software or SaaS businesses - Revenue accounting and operations at software or SaaS businesses - Controllership / accounting operations at software or SaaS businesses - Business operations or strategic finance at software or SaaS businesses - Working knowledge of US GAAP and IFRS accounting standards and policies. - Demonstrated strong academic performance at a top-tier institution. - Degree in Finance, Accounting, or a related business field; CPA or CFA track is a significant plus. - Maturity and presence to interact effectively with C-level executives. - Availability to work half of each day in alignment with the business hours of our North American office. - Self-starter with strong sales and communication skills. - Strong command of written and spoken English. - Strong analytical and Microsoft Suite skills, with a high attention to detail. Company Description Partner One is a leading investment group with a 30-year history of acquiring and growing successful software companies. Trusted by over 2,000 of the world’s largest corporations and governments, Partner One owns some of the fastest-growing enterprise software companies globally.

• Own budgeting, forecasting, and a rolling financial model grounded in actual results • Deliver real-time visibility into burn, runway, and cash • Install capital-allocation discipline: clear ROI on every team, initiative, and investment • Produce board-grade financial reporting, analysis, and hygiene • Own and shape our revenue strategy end to end — pricing, packaging, and monetization • Build the upsell and expansion motion • Model the unit economics and metrics that define a marketplace — take rate, contribution margin per delivery, gross margin, CAC:LTV, net revenue retention, and burn multiple • Partner with Go-to-Market on deal-level pricing for complex enterprise opportunities, and stand up revenue forecasting and operating rigor • Scale our accounting operations — close, controls, and systems — into a reliable, in-house-caliber function • Establish financial controls, policies, and audit readiness • Lead financial preparation - model, data room, narrative, and diligence • Own investor and board relationships, reporting, and materials alongside the co-founders • Own the cap table, scenario and dilution modeling, and capital planning • Provide operational leadership across G&A — own or partner closely on People/HR and Legal as we scale • Build the systems, processes, and team that let the company grow efficiently • Serve as a strategic thought partner to the founders on company-wide operational decisions

• Build and own core services that ingest PSP settlement and transactional data at scale, and translate it accurately into our general ledger and billing systems • Design and deliver the infrastructure that turns bespoke monetization deal terms into configuration, replacing point solutions with durable, auditable systems • Rapidly build and iterate tools to boost the quality and speed of interactions with our finance data, working AI-first by default • Partner with product engineering teams across the business to shape how transactional and settlement data gets modeled and exposed at the source - pushing for the data contracts we need instead of reverse-engineering what's convenient upstream • Communicate and collaborate with different stakeholders - Finance, Accounting, Data Scientists, Analysts, Data Platform Engineers, and Product - to institute best practices aimed at managing data quality • Maintain a high standard of accuracy, completeness, and operational excellence across the platform, in a SOX controlled environment • Create clear definitions and documentation of our data sources and systems, making ownership crystal clear