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Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Basic understanding of more complex Accounting Advisory topics and the corresponding impact to the financial statements. Execute a comprehensive self-review and begin articulating key concepts to staff and begin to review completed work product., • Accurately reflect more complex journal entries within the financial statement., • Perform basic level research for financial statements disclosures while displaying fundamental understanding of business writing to accurately write the financial disclosure., • Effectively leverage firm templates and technology to oversee staff in the preparation of financial statements and consolidation of trial balances., • Delegate and review staff and Intern work. Begin to understand mechanical workings of the financial statements and identify numbers and disclosures which look inaccurate/incomplete., • Identify time allocated to out of scope tasks not identified in the scope of work and alert manager., • Communicate to the team on daily project status and reach out for work when there is downtime. Identify and communicate potential problem areas as developed during engagements., • Build in person connections with peers and managers., • Review utilization for yourself and all direct reports align with expectations., • Support Firm initiatives and development opportunities., • Work to build relationships and promote collaboration in a hybrid environment. Required Skills/Abilities: • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Begin pursuing certifications. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: • Fundamental understanding of how the trail balance works and how it is mapped to financial statements. Begin to understand baseline concepts in preparation of trial balances., • Accurately reflect adjusting journal entries within the financial statement., • Fundamental understanding of core accounting advisory topics which will have an impact on financial statements., • Leverage firm templates and technology to roll forward financial statements and trial balances., • Identify time allocated to out of scope tasks not identified in the scope of work and alert manager., • Communicate to the team on daily project status and reach out for work when there is downtime., • Build in person connections with peers and managers., • Review utilization for yourself and all direct reports align with expectations., • Support Firm initiatives and development opportunities., • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Begin pursing certifications., • 2+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred. In accordance with applicable pay transparency laws, Centri discloses the compensation range for this position as $60,000-80,000 annually. This range reflects the expected base salary for candidates who meet the qualifications and experience outlined in the job posting. Final compensation will be determined based on a variety of factors, including but not limited to skills, relevant experience, education, and geographic location. Additional components such as performance bonuses, and comprehensive benefits may be offered as part of the total compensation package. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description The Organization: CrossPurpose is a non-profit organization abolishing relational, economic, and spiritual poverty through career and community development. Launched in 2008, our primary objective was to find tangible, practical ways to 'love our neighbor.' Over the years, this has taken many forms, from providing a night out for single moms, to starting a Cub Scout program for fatherless boys, to recruiting foster parents for kids in need, and establishing aftercare programs for those who were being released from incarceration. We have refined our mission as a career and community development program, and our programs focus on urban leadership development as well as job training tracks. We work with disadvantaged populations and equip them with the training and skills to overcome generational poverty and serve as allies throughout the entire process. Our dynamic team brings passion, diversity, and a universal commitment to our mission. As we grow our reach and deepen our impact, we are looking for the right people to join our team. The Position: The Senior Director of Technology and Analytics will lead CrossPurpose’s efforts to harness data as a strategic asset, driving decision-making and improving organizational performance. This role combines technical expertise with strategic leadership to develop data-driven solutions across programs, operations, and fundraising. This person will play a pivotal role in developing and maintaining advanced technology, data models, analytics tools, and reporting frameworks to support CrossPurpose’s mission of helping people achieve upward economic mobility. Responsibilities: • Develop and execute a technology and data science strategy aligned with the organization’s mission and goals., • Collaborate with senior leadership to identify opportunities where technology and data insights can drive strategic initiatives., • Oversee the collection, processing, and storage of organizational data, ensuring quality, accuracy, and security., • Develop predictive models, machine learning algorithms, and other analytics tools to support decision-making in areas such as program outcomes, fundraising trends, and operational efficiency., • Create and maintain dashboards and visualizations for real-time data insights tailored to different stakeholders., • Work closely with program, operations, and fundraising teams to define and deliver data-driven solutions that address their specific needs., • Provide technical expertise and training to staff, empowering them to leverage tools effectively., • Represent CrossPurpose at external events and conferences to showcase the organization’s technology and data science achievements., • Ensure compliance with data privacy regulations and ethical standards in all data handling practices., • Provide regular reports and presentations to the CFO, Executive Team, and Board of Directors on key data trends, project progress, and organizational performance metrics. Qualifications: • Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, or related field; Master’s or PhD preferred., • Minimum of 5-7 years of experience in data science, analytics, or related roles, with at least 2 years in a leadership position., • Proven track record of developing and implementing advanced data models and machine learning algorithms., • Expertise in programming languages such as Python, R, or SQL., • Proficiency in data visualization tools like Tableau, Power BI, or similar., • Salesforce Experience and familiarity are strongly preferred., • Strong knowledge of database management systems, cloud platforms, and big data technologies., • Familiarity with statistical analysis, predictive modeling, and machine learning techniques., • Exceptional leadership skills with the ability to manage cross-functional teams and projects., • Strong analytical and problem-solving abilities, with a focus on driving actionable insights., • Excellent written and verbal communication skills, with the ability to convey complex concepts to non-technical audiences., • Deep passion for the CrossPurpose mission and values., • Passionate leader in the Christian faith. Salary & Benefits: • Hours: 40 hours/week: Monday-Friday 8:00 am - 5:00 pm, occasional other hours as scheduled., • Salary/Wage: $145,000 - $174,000 Annually, • Performance Bonus: Up to 5% of salary, • Vacation: 15 days per year, plus the office is closed Christmas Day - New Year's Day, and staff have limited duties, • Sick Days: 6 days per year, • Insurance Benefits: Health, dental, vision, workers' compensation, unemployment, short-term disability, long-term disability Department: Data & Technology Supervisor: Senior VP of Central Services Direct Reports: Up to 3 #IND2

Job Description About Us: At Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for a top-notch Controller to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: As a Fractional Controller with Ascent CFO Solutions, you will be an experienced technical Accountant, responsible for leading Accounting processes for our client organizations. As a strong communicator and skilled financial analyst, you will help streamline budgeting, payroll, and financial reporting processes. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role include: • Oversee and participate in general ledger setup, account control, journal entry processes, monthly closing and reporting, • Produce financial reporting packages including dashboard and KPI reporting, • Oversee weekly, semi-monthly, etc. payroll processes, • Manage year-end audit engagements, • Manage and reconcile balance sheet accounts, • Research and implement new accounting pronouncements, • Bank reconciliations and cash management, intercompany accounts, • Prepare periodic consolidating financial statements, including all eliminating entries, • Prepare and submit debt compliance and other bank reporting as requiredThe Ideal Candidate has:, • Minimum of 12 years of experience in Finance/Accounting with at least 5 years in a leadership role, • Bachelor's Degree in Finance/Accounting and/or Business Administration, • CPA preferred; strong understanding of GAAP, • Experience working in a wide range of industries, • Proven experience working with fast-growth companies from early stages up to $50M in revenue, • Proficient with Microsoft Office products, having advanced knowledge of Excel; Google Suite is a plus, • Experience working with payroll, expense reimbursement and bill pay systems (Gusto, etc), • Previous experience with QBO & ERP systems (Quickbooks, NetSuite, etc), • Passion for collaboration and providing excellent client service, • Tech-Savvy, comfortable learning new cloud tools, • The ability to multi-task and juggle multiple clients at once Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • 2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide, • 3-Time Winner of Built In's Best Places to Work, • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • Employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick time, holiday time & volunteer time, • Bonus/commission eligibility Powered by JazzHR UdxaIBHX7G

Job Description About Ping Identity: At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it. Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear. While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work. We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management. Reporting to the Sr. Director, Accelerate Program, the Sr. Principal Customer Strategist will be responsible for building customer c-suite executive relationships and executing management consulting engagements focused on driving transformational outcomes, ensuring long-term client retention, and cementing our position as an indispensable partner. Our ideal candidate is a seasoned management consultant who excels at navigating complex organizations, building C-suite relationships, and translating strategy into measurable results. You will be the architect of our clients' long-term success. Key Responsibilities • Executive Relationship Development: Cultivate and nurture strong relationships with multiple C-suite personas (e.g., CFO, CIO, COO, CTO) within customer organizations., • Strategic Advisory: Guide customers on optimizing operational effectiveness and maximizing the value of their Ping Identity investment through expert consultation and tailored solutions., • Business Transformation Guidance: Act as a trusted advisor, deeply understanding customer business models and advising on how Ping Identity can directly support and accelerate their digital transformation initiatives., • Account Strategy Orchestration: Support client relationship mapping and consistently coordinate an integrated account strategy across the core account team (Account Executive, Services Sales, Solutions Engineering, Marketing, Customer Success, etc.)., • Churn Reduction & Renewal Strategy: Proactively identify and mitigate renewal risks by orchestrating cross-functional teams (Product, Sales, Services) to deliver on the strategic roadmap. You will own the narrative on value realization, making the renewal a foregone conclusion., • Strategy Workshop Delivery: Develop and deliver impactful Strategy Workshops designed to increase sales opportunities, reduce churn risk, drive account team productivity, and accelerate deal velocity., • Resource Alignment: Identify and facilitate the timely engagement of the right specialist and support resources for customer deals., • Performance Review Leadership: Conduct customer executive business reviews in collaboration with account teams, aligning discussions with the overall account strategy., • 4-7+ years of experience in management consulting at a top-tier firm such as Boston Consulting Group (BCG), McKinsey & Company, or Bain & Company or equivalent SaaS GTM experience with a $1B revenue firm, • Advanced Degree: An MBA or other relevant advanced degree from a leading institution is highly preferred., • Minimum 10+ years of experience working as a value program and/or customer success leader with accountability for a programmatic impact on customer success, presales and sales, with proven performance and specific revenue goal achievement., • Strong strategic thinking and business acumen, with the ability to translate market insights into actionable plans, • Results oriented with multiple years meeting or exceeding goals by rationalizing coverage models, compensation plans, and GTM motions of direct and matrixed delivery teams, • Outstanding presentation and client-facing skills, • High emotional intelligence, and experience in applying those skills in a business context to influence positive outcomes for customers, partners, and team members, particularly with C-level executives internally and externally, • Deep understanding of SaaS and software businesses, with knowledge of both the subscription and renewal models and the commercial experience to shape them, • Business development knowledge including creating and closing Seven figure transactions at scale, and empathy for all GTM roles from sales, presales, services and success vantage points, • Experience driving operational improvement for pre and post sales processes, implementing workflow and service systems to drive pace and control of revenue transactions, • Success driving predictable, consistent overachievement of gtm delivery motions in terms of outcomes and utilization of resources, • Success in driving data science o customer usage and value attainment to produce compelling customer experiences and gtm motions, • Strong analytical and goal-oriented mindset with a bias towards action, backed by expert-level people and project management knowledge and skillset., • Advanced business experience and ability to create strategies, guidelines, and objectives and implement them while driving business growth and creating data-driven reports., • Operational analysis and reporting skills to highlight our programs progress to internal stakeholders, • Identity and Access Management experience highly desired In accordance with Colorado's Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities. Life at Ping: We believe in and facilitate a flexible, collaborative work environment. We're growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that's who we want to succeed with every day. Here are just a few of the things that make Ping special: • A company culture that empowers you to do your best work., • Employee Resource Groups that create a sense of belonging for everyone., • Regular company and team bonding events., • Competitive benefits and perks., • Generous PTO & Holiday Schedule, • Parental Leave, • Progressive Healthcare Options, • Retirement Programs, • Opportunity for Education Reimbursement We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Job DescriptionAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for leading Chief Financial Officers (CFOs) to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: This is a hands-on role for a stellar CFO that is entrepreneurial and enjoys working with companies in diverse industries. You will be the primary contact with your clients ensuring the highest level of client satisfaction with responsibility for timelines, accuracy, and completeness of deliverables. On some client engagements you will be leading a team of Accounting staff, and on others you may be providing only strategic advisory services. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role: • Work directly with CEOs and executive teams to develop and execute finance strategy, • Provide strategic business advice to clients, • Prepare and maintain financial models, rolling forecasts and cash-flow forecasts, • Manage the budgetary process and analyze budget vs. actual variances, • Assist clients in fundraising and/or M&A activity, • Managing Ascent CFO and/or client resources to oversee/complete the month-end close and reporting packages, • Onboard clients which may include an assessment phase, • Establish and implement appropriate accounting processes and internal controls, • Identify and track key trends and metrics, • Develop and maintain executive dashboards and KPI monitoring and reporting, • Coordinate and manage the annual audit and tax return process, • Financial reporting to key Board of Directors members and shareholdersThe Ideal Candidate has the following experience:, • 15-20 years' of accounting & finance experience with several years in full time CFO positions, • Bachelor's Degree required, CPA license or MBA strongly preferred, • Experience as a strategic leader, most comfortable being the “right hand” to the CEO, • Experience working in a wide range of industries, • Considerable experience with building financial forecast and cash flow models, • Proven experience leading mergers & acquisitions, including due diligence, valuation and integration, • Significant experience raising capital in the venture capital space, • Passion for energetic leadership in the finance and accounting organization, • Comfortable with being “hands-on” in accounting and ERP systems including QBOnline, NetSuite, Intacct, and other accounting packages, • Proven experience working with fast-growth companies from early stages to $50M in revenue, • Highly proficient in MS Excel, Google sheets is a plusCompensation: $115-130/hour based on experience Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • 2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide, • 3-Time Winner of Built In's Best Places to Work, • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • Employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick time, holiday time & volunteer time, • Bonus/commission eligibility Powered by JazzHR HbKqpgm2d6

Job DescriptionAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for an outstanding Senior Accountant to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: As a Fractional Sr. Accountant with Ascent CFO Solutions, you will be a strong Accountant, responsible for reconciling account balances and bank statements, maintaining general ledger and preparing month-end close procedures for our clients. A successful Senior Accountant combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role: • Month end close reconciliations, • Financial reporting, • Manage/track cash flow, • A/P, A/R, P/R and GL closing, • Rolling forecast and budget preparation, • Client onboarding including Chart of Account (COA) and GL clean-up, • 4+ years of experience in accounting, • Bachelor's degree required, • Experience working in a wide range of industries with a preference for smaller, startup environments, • Highly proficient in QuickBooks Online (QBO), • Tech-Savvy, comfortable learning new cloud tools, • Advanced Excel skills are required, • Experience using payroll, expense reimbursement and bill pay systems (Gusto, etc), • Understanding of GAAP accounting, • Working knowledge of preparing tax filings such as 1099s and sales tax forms, • The ability to multi-task and juggle multiple clients at once Hours: Approximately 30-40 hours/week Location: Boulder/Denver Metro-based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • 2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide, • 3-Time Winner of Built In's Best Places to Work, • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • Employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick time, holiday time & volunteer time, • Bonus/commission eligibility Powered by JazzHR 87l0kjRbvW

Job DescriptionAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for top-notch Accounting Managers to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: As a Fractional Accounting Manager with Ascent CFO Solutions, you will be an experienced Accountant, responsible for leading and planning accounting activities for our clients. You will ensure proper accounting methods, policies, and procedures, and may oversee a Senior Accountant. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role: • Participate in general ledger setup, account control, journal entry processes, month-end close, payroll and reporting, • Produce financial reporting packages including dashboard and KPI reporting, • Oversee weekly, semi-monthly, etc. payroll processes, • Support year-end audit engagements, • Reconcile balance sheet accounts, • 4+ years of experience as an Accounting Manager, • Experience managing Accounting teams, • Experience working in a wide range of industries, • Bachelor’s Degree required, Master's in Finance or Accounting preferred, • Highly proficient in QuickBooks Online (QBO); experience with accounting software (NetSuite, etc) a plus, • Proven experience working with fast-growth companies from early stages to $50M in revenue, • Tech-savvy, comfortable learning new cloud tools, • Advanced Excel skills are required, • Experience using payroll, expense reimbursement and bill pay systems (Gusto, etc), • Understanding of GAAP accounting, • Working knowledge of preparing tax filings such as 1099s and sales tax forms, • The ability to multi-task and juggle multiple clients at once Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • 2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide, • 3-Time Winner of Built In's Best Places to Work, • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • Employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick time, holiday time & volunteer time, • Bonus/commission eligibility Powered by JazzHR omOfV5hOiO

Job Description ACCOUNTING MANAGER Location: Denver, CO (Hybrid/In-Person) Salary Range: $90,000 – $100,000 annually Reports to: Chief Financial Officer (CFO) Manages: 1 Direct Report kokopelli.com rovrproducts.com COMPANY OVERVIEW Kokopelli Outdoor is a dynamic and fast-growing company that designs and develops premium outdoor lifestyle products through its two brands, Kokopelli and RovR Products. We are a team of creators with something to prove - creating brands, products, and customer experiences that elevate outdoor experiences that reflect our shared obsession with doing things right. Our culture is defined by our core values- Driven, Thoughtful, Growing, Community and collaboration, creativity, and a shared love of adventure. If you’re driven, detail-oriented, and eager to contribute to meaningful projects, Kokopelli Outdoor offers an environment where your work makes a tangible impact. POSITION SUMMARY The Accounting Manager is responsible for leading the company’s accounting operations, ensuring compliance with Generally Accepted Accounting Principles (GAAP), and providing accurate and timely financial reporting both for the individual companies and on a consolidated basis. This position will manage all accounting functions, including month-end close, payroll, payables, receivables, and financial analysis. The ideal candidate thrives in a fast-paced, entrepreneurial environment and has experience in a consumer products or manufacturing company. RESPONSIBILITIES · Prepare monthly and annual financial statements in accordance with GAAP. · Manage the month-end and year-end close process, including reconciliation of all key accounts. · Manage and complete transactional bookkeeping tasks, deposit reconciliations, and other administrative accounting tasks. · Oversee Accounts Payable, Accounts Receivable, and Payroll. · Prepare and analyze monthly financial reports, budgets, and forecasts. · Conduct variance analysis and provide insights to support decision-making. · Manage all tax filings, including Federal and State income tax returns, sales/use tax, and other compliance-related reporting. · Manage inventory accounting, including cycle counts and physical inventory reconciliations. · Monitor cash flow and working capital needs. · Support leadership with ad hoc reporting, financial modeling, and special projects. · Ensure strong internal controls and compliance with accounting policies and procedures. · Participate in team meetings and contribute to a culture of accountability and continuous improvement. QUALIFICATIONS · Bachelor’s degree in Accounting. · 5–10 years of accounting experience, preferably in a consumer products or manufacturing company. · Strong knowledge of GAAP and financial reporting best practices. · Proficiency with Oracle NetSuite, Microsoft Excel, and Microsoft Suite. · Exceptional attention to detail, accuracy, and analytical skills. · Excellent communication and interpersonal abilities. · Proven ability to meet deadlines and manage multiple priorities. · Master’s Degree in Accounting or CPA certification is a plus. · Experience with inventory accounting and cost of goods sold analysis. · Experience with ERP or integrated accounting systems. · Driven – wants to excel at a high-growth company and grow to the next level. BENEFITS · 10 paid holidays plus 15 PTO days per year · Hybrid work schedule (in-office/work from home) · Health insurance benefits · Dog-friendly office

Job Description JOB TITLE Controller REGION/LOCATION Statewide/Denver DEPARTMENT Accounting and Finance JOB TITLE REPORTS TO COO/CFO DATE October 2025 SALARY: $115,000 - $140,000 FLSA STATUS Exempt OCCUPATIONAL JOB GROUP Officials and Managers GENERAL PURPOSE: Manage and direct GSCO Accounting Department to ensure timely and accurate financial reporting in accordance with Generally Accepted Accounting Principles (GAAP), not-for profit accounting standards and all internal and external reporting requirements ESSENTIAL DUTIES/RESPONSIBILITIES: Supervise, coordinate and manage statewide accounting staff responsibilities by directing activities of the Payroll Manager and Accounting Manager who oversees the Office/Ops Admin-AP/AR Specialist, and other assigned staff establishing work priorities and workload, provide training to statewide accounting and finance staff, conduct annual performance evaluations. • In conjunction with the COO/CFO, provide strategic direction in the development of Council financial procedures and policies. Train, consult and advise non-accounting staff in developing and implementing systems to ensure strong internal control as well as meeting customer needs., • Work with the Accounting Manager to complete reconciliation of key Council activities with financial books and records including but not limited to retail sales and inventory, camp and program activities, product sales, fund development activities, fixed assets and other asset and liability accounts., • Along with the Payroll Manager and People and Culture accurately process all payrolls, and year-end and 403(b) reporting. Work with the Outdoor Program team regarding summer camp payrolls as there are 100 + staff added during this time., • With the COO/CFO work on the annual fiscal budget and long range plan and provide monthly reporting of budget to actuals., • Maintain an adequate system of internal controls, including on-going assessment., • Along with the Accounting Manager, coordinate a timely monthly close process, including journal entries, bank and other reconciliations., • Ensure compliance with the Board and Audit and Finance Committee approved policies which include: Limits of Authority Policy, Document Retention Policy, Liquidity Policy, Investment Policy, Promotional Gift Card Liability Policy., • Coordinate completion of monthly, quarterly and annual management and analytical reports in conjunction with the COO., • Attend Audit and Finance Committee meetings and discuss audit and finance matters., • Prepare, distribute and analyze the monthly, quarterly and annual financial statements and forecasts., • Manage the Councils annual audit (including interim and final audit work as well as quarterly meetings with the external auditor) and 403(b) audits. This will include the preparation of required audit schedules and direction of accounting and finance and other department staff in the preparation of work papers and supporting materials. Serves as liaison with external auditor to identify and review on-going technical accounting guidance and financial issues to ensure correct financial reporting., • In coordination with external auditors, prepare and review all required filings including the Form 990 and Form 5500. Direct and review all additional required filings including but not limited to sales tax and property tax., • Provide exceptional internal and external customer service that assists in the achievement of the organization’s mission., • Assist in mediating conflicts., • Ensure Girl Scouting is open and available to all girls and adults by consistent delivery of the Girl Scout message of pluralism and diversity throughout the community., • Embrace diversity and inclusiveness by contributing to positive relationships between diverse racial, ethnic, and social groups in the Council as a whole and between employees and volunteers., • Work successfully in a team environment., • Respect the confidential nature of all information pertaining to staff, volunteers, and girl scouts., • Other duties as assigned to successfully meet the goals and objectives of the Finance and Payroll Department. PRIMARY CROSS-FUNCTIONAL RESPONSIBILITIES: • Collaborate with the statewide senior leadership team to develop unified direction and guidance in the formulation, integration and implementation of long and short term goals, objectives, and action plans., • Support the efforts and commitments of Girl Scouts of Colorado in pluralism and diversity throughout the organization and within each community served. SUPERVISORY RESPONSIBILITIES - Accounting Manager and Payroll Manager EMPLOYEES ARE HELD ACCOUNTABLE FOR ALL DUTIES OF THIS JOB JOB QUALIFICATIONS: KNOWLEDGE, SKILL AND ABILITY ● Knowledge of accounting and auditing principles including non-profit accounting. ● Knowledge of Abila, Fixed Asset System, RMS/POS point of sale, and Black Baud donor tracking software highly desirable. ● Strong communication and analytical skills. ● Excellent written communication skills. ● Ability to deal with highly confidential and sensitive information. ● Ability to muli-task with competing priorities ● Proficiency with Microsoft Office Suite. ● Must pass a criminal background check. EDUCATIONAL OR FORMAL TRAINING ● Bachelor's degree in accounting or equivalent experience required, advanced degree preferred, e.g., MBA ● CPA ● Experience in auditing procedures, grant and fund accounting highly desired. EXPERIENCE ● Minimum of ten years supervisory experience in an accounting department including three years of supervision of both clerical and accountant level positions. ● Experience in working with diverse populations of staff and volunteers, demonstrated personal and professional commitment to pluralism. MATERIAL AND EQUIPMENT DIRECTLY USED ● Computer and related software, telephone, e-mail, fax machines, copiers and equipment commonly found in an office environment. WORKING ENVIRONMENT/PHYSICAL ACTIVITIES ● Travel to Girl Scouts locations throughout Colorado may be required. ● Variable working schedule including evenings, weekends and some overnight stays. ● Ability to communicate effectively with employees, volunteers, customers and vendors. ● May be required to transport Girl Scout materials weighing up to 30 pounds with or without assistance. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Powered by JazzHR 0p3QMdlp0G

Job Description Accounting Specialist $60,000 to $90,000 per year depending on experience. At Lumin8 Transportation Technologies, we are focused on the full range of Smart Infrastructure Services for the transportation industry. We design, construct, install, integrate, operate, monitor and maintain a wide variety of Transportation Infrastructure Assets/Technologies for our customers and our communities. Reporting to the Corporate Controller the Accounting Specialist will assist the Controller with the accounting operations of the company. We offer a comprehensive benefits package including Paid Time Off, Holiday Pay, Discretionary Bonus, Medical, Dental, Vision, Short/Long-Term Disability, Life Insurance, Supplemental Benefits and matching 401(k) plan. To learn more about us and see out opportunities, please visit our website at . Duties/Responsibilities: • Prepares the periodic financial reports and analysis; ensures that the reported results comply with generally accepted accounting principles or international financial reporting standards., • Preparation of monthly WIP schedules and documentation of project performance, including change orders, material, and labor variances., • Preparation of reviews on competed jobs identifying areas of both success and improvement on a monthly basis., • Assists in the preparation of the annual budget and forecasts; reports significant budget differences to management., • Provides financial analysis, with respect to capital investments, pricing decisions, and contract negotiations as required., • Works with Controller to provide information needed by the external auditors., • Completes annual internal control scorecard for review by Controller and CFO., • Assists with ensuring compliance with local, state, and federal government requirements., • Takes an active role in ERP implementations and integration of acquisitions., • Assists with daily transactional activity for the corporate office., • Excellent written and verbal communication skills., • Excellent organizational and time management skills., • Advanced skills in Microsoft Office Suite, particularly Excel and PowerPoint, • Bachelor’s degree in Accounting or Business Administration required., • Five years or more of related experience required.

Job Description Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commissions based. Earning up to 3 million per year is a realistic target for someone with the right skill set. Major Responsibilities/Accountabilities: • Consult with inbound investor leads, • Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors, • Must possess SIE, series 63, and Series 7, • Competent in various aspects of finance, accounting, and financial modeling, • Ability to consult with potential investors over the phone or in person when required, • Highly Motivated, • Ability to meet deadlines

Job DescriptionDescriptionAs the Chief Financial Officer (CFO) of the West region, you will be the strategic and execution-oriented leader driving all financial operations within the region. You will provide vision and stewardship over financial planning, operational finance, cash management, and M&A integration. The ideal candidate brings a balance of big-picture financial strategy with hands-on operational rigor and thrives in dynamic, scaling environments. Reporting directly to the Region CEO, the CFO will serve as a trusted advisor to executive leadership while developing innovative finance programs that foster business performance. The CFO is a member of the Regional Executive Team (RET) and peer role to the CPO, COO, CTO, and Presidents. This role reports indirectly to the Trilon Chief Financial Officer. Key Responsibilities Finance Leadership • Partner and work closely with Region CEO and COO to drive performance across region., • Partner with and coach financial leadership at each firm in the Region; CFOs/Finance Leads at each firm will have a dotted line reporting to the Regional CFO., • Implement Trilon Corporate and Region financial initiatives across the region, working with CFOs/Finance Leaders at each firm., • Work with Trilon Corporate and the Firms in the region; represent Firm/Region level interests to Trilon Corporate.Corporate Finance, • Lead all aspects of financial planning and analysis (FP&A), budgeting, forecasting, and long-term planning for the region., • Partner with business leaders to drive performance through deep financial insight, scenario modeling, and investment ROI analysis., • Own performance through KPIs, variance analysis, and market benchmarking and support decisions in alignment with growth and profitability objectives., • Ensure accurate and timely reporting of region performance to internal stakeholders., • Provide insights and recommendations to improve profitability and cash flow., • Foster a culture of accountability, innovation, and data-driven decision-making.Operational Finance, • Identify and lead initiatives to drive operational and financial improvement in the region., • Lead implementation of Trilon processes, policies, and controls., • Lead transformation of cash-to-accrual accounting for partner firms and add-on acquisitions in collaboration with local accounting teams., • Lean in at firm level to help firm resolve issues and at times temporarily fill in talent gaps. Cash Management • Oversee and transform processes to drive cash flow and working capital optimization., • Build a culture of cash management within the region in collaboration with finance and operational leaders., • Drive Free Cash Flow metric – measure and drive performance., • Lead transformation of billing process through technology, resourcing, process improvementsM&A Integration, • Implement integration playbooks and processes to ensure alignment of accounting policies, reporting structures, systems, and controls., • 8+ years of progressive finance leadership experience, with at least 5 in a senior executive role (lead finance director/VP roles in past)., • Deep expertise across corporate finance, cash/treasury operations, and financial operations., • Successful track record leading M&A financial due diligence and integration efforts., • Strong working knowledge of GAAP, financial systems, and internal controls., • Experience operating within a multi-entity, platform, or portfolio company environment (e.g., private equity-backed)., • Deep expertise in performance management, cost transformation and process improvement., • Demonstrated time and again leadership to lead transformational process improvements., • Strong acumen with ERP and FP&A tools (e.g., Adaptive, BST, Deltek, PowerBI, etc.), • Strong proficiency with Excel is a must and will be tested., • CPA, DFA, or MBA preferred., • Leadership attributes include business and financial thought leadership, strategic thinking and planning, problem solving, collaborative approach to partnership, influential leadership, and roll up your sleeves tactical action (ability to see through the forestThis role is hybrid, ideally located in Denver, Austin, Dallas or Phoenix

Job Description Rowan Digital Infrastructure is redefining how data centers are delivered—faster, smarter, and at scale. We partner with hyperscale customers to provide tailored, high-performance infrastructure with a focus on sustainability, efficiency, and flexibility. Our experienced, end-to-end team delivers custom solutions across a growing portfolio of strategic sites in key markets across the United States. Backed by Quinbrook Infrastructure Partners, Rowan is committed to enabling the next generation of digital infrastructure—and building a more sustainable future in the process. Ready to help transform how the world’s most important technologies are powered? Join us. Role Summary As Manager, Capital Markets Finance, you will play an integral role at Rowan analyzing development projects, modeling financial projections and securing financing for Rowan’s portfolio. This role will support the CFO and Head of Capital Markets by building business cases, analyzing investment returns, working with commercial teams on lease structure the execution of capital raise transactions, interfacing with banks and financial institutions, and working with both internal and external stakeholders from pre-launch to closing for our growing project pipeline. We have completed over $3.4 billion of financing transactions in less than 2 years and expect this volume to continue for several years. Travel: Ability to travel up to 20% to meet with prospective lenders and for company gatherings. Location: Hybrid in our Denver, CO office Compensation: $130-$165K (Offers Bonus) Essential Responsibilities * Build complex discounted cash flow models * Support capital raise transactions, including equity and debt * Support all phases of the project financial lifecycle, from pre-launch to closing and operations * Conduct preliminary due diligence to identify and mitigate risks * Coordinate due diligence and documentation with capital providers * Evaluate current and potential financing opportunities through forecasting cash flows, tax impacts, and investor returns * Maintain strong relationships with equity investors, lenders, other relevant consultants and advisors Education, Skills, and Experience * Bachelor’s degree in a relevant discipline, MBA a plus * 5-7 years of experience executing substantial project finance or real estate development financing transactions * Background in commercial real estate, digital infrastructure, or project finance preferred * Established track record of supporting or leading large-scale project finance, infrastructure, or real estate capital raising transactions * Proficiency in quantitative analysis, with advanced Microsoft Excel skills * Expertise in complex financial modeling and analysis is a must * Excellent verbal, written, and presentation skills * Ability to work effectively in a fast-paced and highly cross-functional environment Fueled by Excellence & Collaboration At Rowan, we are a distributed team united by a common mission to transform data center delivery. Across our two offices, we offer a hybrid work environment supported by the teamwork, technology, and in-office gathering time to help you be successful. We are headquartered in Denver, Colorado and have an office in Seattle, Washington. Our team of talented and passionate individuals is spread out across the U.S. Here to support you At Rowan, we want to make sure you can do great work. We offer competitive benefits focused on helping you be and achieve your best. * Hybrid working environment * Team building and educational opportunities * Generous benefits package including robust health benefits and a 401(k) company contribution * Unlimited PTO * Competitive compensation and bonus plan Equal Opportunity Employer Rowan Digital is an equal-opportunity employer. We welcome and celebrate diversity in all aspects of our workforce. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other legally protected status. We strive to create an inclusive environment where everyone can thrive. Compensation Range: $130K - $165K

Job Description About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. The Role StarRez, Inc. is seeking a Senior Revenue Financial Analyst to join our Finance team. In this role, you will be responsible for revenue and topline metric reporting, including Annual Recurring Revenue (ARR), retention, churn, and bookings. You will also assist with revenue forecasting and support governance of reporting policies and standards. As a Senior Revenue Financial Analyst, you will partner closely with Go-To-Market (GTM) and Customer Operations teams to deliver budget vs. actual (BvA) reporting, scenario modeling, and insights that improve decision-making. The successful candidate will provide a unique opportunity to strengthen StarRez's forecasting and reporting capabilities while enhancing governance and consistency across Finance and Operations. Location: Hybrid – CO | 6100 Greenwood Plaza Blvd. Greenwood Village, Colorado 80111 | 3–4 days a week What You Will Own • Lead the preparation, tracking, and reporting of ARR, bookings, and other topline SaaS metrics on a monthly or more frequent basis., • Apply judgment and analytical rigor to validate the accuracy of bookings and ARR reporting, ensuring alignment with contractual terms and revenue policies., • Assist with the implementation and communication of reporting governance standards., • Partner with Sales, Customer Success, and Professional Services to provide revenue reporting, BvA analysis, and scenario modeling., • Leverage AI-powered tools and emerging technologies to enhance reporting, forecasting accuracy, and efficiency., • Provide recurring and ad-hoc analysis of revenue performance, risks, and opportunities., • Collaborate effectively across global departments to ensure accurate reporting and improve reporting processes, automation, and consistency., • Assist in preparing monthly presentation materials for leadership, collaborating with Accounting and Business Intelligence to ensure organizational alignment., • Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related field., • 3+ years of experience in financial analysis, revenue reporting, or FP&A at a SaaS software company., • Strong skills in Excel and financial modeling., • In-depth understanding of SaaS metrics (ARR, NRR, churn, retention, etc.)., • Experience with forecasting processes and variance analysis., • Experience using Salesforce or another enterprise CRM platform., • MBA or relevant master's degree., • Familiarity with BI or dashboarding tools (Tableau, Domo, or similar)., • Experience automating reporting and processes in Excel or other software., • Exposure to revenue reporting and governance initiatives., • Experience preparing presentations for leadership., • Strong communicator with excellent organizational skills and the ability to manage multiple projects and deadlines.

Job Description FutureSight is seeking an experienced and visionary entrepreneur to co-found their next B2B SaaS startup with us. FutureSight is a leading venture studio that co-creates world-class software companies with values-driven entrepreneurs from inception to exit. We are a team of founders, operators and designers with experience successfully bringing software to market at scale. You’ll work closely with John Carbrey, a 4x entrepreneur who has experience across several verticals in B2B SaaS and bootstrapped his past venture from 0 to $100M in ARR. You’ll also work closely with some of our other leaders, including Joshua, a seasoned CFO and strategic advisor who has taken tech companies to exit with a value of over $200M; Kevin, a product leader who specializes in taking companies successfully from 0 to 1 and beyond; Alan, a world recognized expert in early stage idea validation with 5 books selling 3 million copies, 24 product/services launched, and an exit; and Prathna, an active early stage investor and strategic advisor to founders on capital strategy, growth and team development. What we bring to the table • A proven process and playbook, • We’ve done this before and made mistakes. We are here to help you avoid them., • A committed and engaged team, • From day one, a superstar bench of marketers, designers, and technologists is here to work with you., • A lifelong partner with capital, • You’re motivated to co-found a new venture as the CEO, • With or without us, this is your calling., • You know what you’re signing up for, • You’re familiar with the scrappiness of owning a business from start to finish., • You understand the role of key stakeholders: customers, talent, and investors., • You have co-founded a company (product company or B2B SaaS venture), have been at a venture-backed company or have equivalent intrapreneurial experience., • You bring relevant domain expertise and/or industry advantage, • Daily active engagement with our team, • Early-stage testing, validation, and refinement of business ideas to ensure product-market-fit., • Be prepared for us to kill many ideas with you before we get to the silver bullet., • Create prototypes to help validate and sell potential solutions., • For validated opportunities, launch an initial product, achieve initial market traction, prepare for pre-seed, and seed fundraise, • You will be building:, • A team, a product, a revenue model, a business and an investor base., • Ownership, • You will own the P/L of the new entity., • You will have a significant equity stake in the new business. If this is the perfect opportunity for you, we want to hear from you! Submit your Resume and LinkedIn profile and tell us more about why you think we should chat! Requirements • Ready to commit full-time and exclusively to an entrepreneurial journey, • Have the risk appetite and capacity. Read more on our post on the Entrepreneurial Risk Profile, • Relevant domain expertise and/or industry advantage, understand your domain and/or industry and are passionate to solve the challenges in your domain and/or industry, • Have previous experience co-founding and leading an early-stage company (product company or B2B SaaS venture) or have equivalent intrapreneurial experience, • Desire to be a venture-backed co-founder, • Generalist with solid skills in a key startup discipline (sales, tech, product, design, marketing, etc.), • Experience pitching to investors and raising capital

Job Description$115,000 - $140,000 + VIP Bonus $115,000 - $140,000 / year Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions for our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. We are looking for a Finance Business Partner to join our FP&A team. This individual contributor role will serve as a financial advisor to key business units, leveraging financial insights to drive strategic initiatives and operational efficiencies. The ideal candidate brings a background in FP&A, a strong analytical mindset, and the ability to partner effectively across departments. You’re seen as a go-to business partner who adds insight, not just numbers, your process improvements have helped unlock speed and accuracy for Finance. Key Responsibilities: • Serve as the primary FP&A partner for assigned business units, offering financial support on forecasting, budgeting, and operational decision-making., • Build and maintain detailed models for forecasting income statement, balance sheet, and cash flow items., • Prepare and present monthly performance reviews, providing analysis on trends, risks, and opportunities to C level executives including CFO, • Support development of annual budgets and long-range strategic plans., • Deliver clear and actionable financial recommendations that influence functional leaders and improve outcomes., • Assist in developing business cases for investments, headcount plans, and process changes., • Lead and contribute to process improvements that enhance forecasting accuracy and efficiency., • Use NetSuite and Adaptive Planning (preferred) to manage data and produce insights, • Strong business partnering skills with the ability to influence and advise without direct authority., • Technical expertise in financial modeling, scenario planning, and variance analysis., • Thorough understanding of P&L, balance sheet, and key financial metrics., • Confident communicator who can translate complex data into insights for non-finance audiences, and collaboration skills across functions., • Advanced financial modeling and Excel skills; strong proficiency in MS Office Suite., • NetSuite or Adaptive Planning experience preferred., • Strong analytical, problem-solving, and critical thinking skills., • Organized and detail-oriented with strong time management capabilities., • Able to work independently in a fast-paced, agile environment and manage multiple priorities., • Bachelor’s degree in Finance, Accounting, or related field, or equivalent experience., • CPA or MBA preferred., • Minimum 6+ years of experience in FP&A or financial roles, highly preferably in a SaaS or software business. Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers. The Vertafore Way Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about. · Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces. · Win Together: We work together as one team, showing empathy and respect along the way. · Show Up Curious: We work to challenge one another to push boundaries and think beyond the box. · Say It, Do It: We honor every one of our commitments because integrity is important to us. · Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs. · We Love Insurance: We appreciate the impact insurance has on the world. Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions! Vertafore is a drug free workplace and conducts preemployment drug and background screenings. The selected candidate must be legally authorized to work in the United States. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Job DescriptionPosition Description:Reporting to the Chief Financial Officer, the Director, Finance will serve as a member of the corporate financial leadership team and serve as a key financial interface between KPA’s accounting team, corporate development, revenue operations, the executive team and the Board of Directors. The role will be responsible for delivering value-added business analysis as well as defining and reporting meaningful financial and operational metrics that lead to insightful, accurate business decision-making. The Director, Finance will be responsible for building and leading a financial planning team over time that has a comprehensive understanding of all key business drivers and sophisticated financial models that enable the team to deliver insightful, value-added analysis across the company. Responsibilities: • Lead the annual planning and monthly forecasting processes for KPA including preparation of analysis and presentations for executive and Board level review., • Provide analysis of monthly financial results against budgets and re-forecast annual, quarterly, and monthly projections based on current financial information., • Prepare a monthly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and comprehensive executive level explanations of differences., • Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to strategic corporate objectives., • Develop and monitor the company’s annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time., • Prepare and manage the financial models, data room organization, and other analysis required to support a sale process., • Play a key role in KPA’s corporate development effort via acquisition target analysis, valuation and due diligence support., • Assist CFO in preparation and maintenance of materials for quarterly board of director meetings., • Assist CFO and Controller in management of the company’s external banking and other financial relationships., • Work closely with all KPA departments to ensure execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary., • Produce and communicate various standard and ad-hoc financial analyses to support effective decision-making and large company initiatives., • Calibrate necessary Finance resource levels, while managing individual and team performance, • Develop and mentor Finance staff in their technical skills with forecasting, promoting an environment of operational excellence., • Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed.Qualifications:, • 10+ years of finance experience covering a broad range of accounting/financial analysis in corporate FP&A or investment banking., • Excellent financial modeling and analytical skills for budgeting and forecasting combined with a strong attention to detail and the ability to present complex information in a usable format to a diverse audience. Ability to build financial models and translate results into executive dashboard reporting., • Strong analytical skills, including ability to dissect operational and financial data in multiple ways and drive conclusions from data., • Proven success serving as a source of expert information and managing multiple analytically challenging projects simultaneously in a fast-paced work setting., • Solid foundational understanding of GAAP and ability to prepare Balance Sheets, Income Statements and Cash Flow Statements., • Exceptional communication skills., • Exceptional Excel, PowerQuery, PowerBI, and Powerpoint skills., • Comfortable operating within a dynamic and complex organizational structure and be effective in a team-oriented environment., • Experience working with senior executive teams and boards of directors., • Experience with corporate M&A., • Excellent interpersonal and relationship-building skills with the ability to communicate and influence at a senior management level., • A skilled mentor and leader of teams.Education:, • Bachelor’s degree in Accounting, Finance, Economics or related field required., • MBA and/or significant experience in the corporate Finance/FP&A function, preferably with software companies.Success Criteria, • Deliver accurate, timely, and insightful financial analyses and reports that drive data-informed decision-making for the leadership team., • Build strong cross-functional partnerships (Accounting, RevOps, Customer Success, Sales, Product, etc.) to ensure alignment of reporting and forecasts., • Proactively identify trends, risks, and opportunities, and provide recommendations that improve forecasting accuracy and business performance., • Demonstrate strong ownership, reliability, and autonomy in managing competing priorities., • Maintain a high standard of accuracy and professionalism in all deliverables.Physical Requirements:, • Working on a computer, typing, and viewing a screen - all of the time, • Stationary sitting or standing - all of the time, • Hearing and listening - most of the time, • Ability to travel to local, regional, or national events - infrequentlyLocation:, • KPA is headquartered in Westminster, CO (just outside of Denver). We operate in a hybrid, remote-first work model where local employees work in the office occasionally for in-person collaboration, team meetings and events. For this position, we are ideally targeting someone in Colorado (Denver, Boulder, Fort Collins, CO Springs, etc.) with some travel expectations for attendance at in-person team meetings as necessary (infrequent).Compensation, • Base salary range between $180-200k based on experience and other qualifications

Job Description ABOUT US Stio® is an omni-channel mountain brand that designs, develops and sells beautiful, functional, and innovative apparel, footwear and other accessories infused with the soul of the mountain lifestyle. With headquarters in Jackson, Wyoming, Stio draws inspiration from the surrounding Teton Range and offers product via Stio.com, catalog, B2B and its Mountain Studio® retail locations. We live and love mountain life, and as such see ourselves as caretakers of the resources that provide it. We are proud partners of Protect Our Winters and the Conservation Alliance among many other organizations. We have a strong preferred materials platform, use Bluesign® approved textiles wherever possible, audit our supply chains for best practices, and operate our workplaces responsibly. We think that outside is the best side and that you can’t improve on nature. It’s good for mind, body and soul, and it’s our responsibility to help enable access for all people, regardless of race, gender, beliefs, background or ability. We strive for inclusion at Stio and in our local and national communities. YOUR ROLE As the Director of Performance Marketing (DPM) at Stio you will oversee the growth, performance and optimization of the company’s performance marketing channels. You will be focused on driving customer acquisition, increasing customer retention, and revenue generation from all of the performance marketing channels that Stio participates in. You will work closely with the VP of DTC and the CFO to manage the direct response marketing mix at Stio, including, direct mail, paid social, influencer, paid search, retargeting, affiliate, SEO, email, SMS and any new channels that arise like Tiktok, OTT, CTV, etc. This role has responsibility for the performance of all in-house performance marketing team members, agency and contract partners doing any work on or through our various advertising platforms and campaigns. As a key member of the Marketing Leadership Team, you will develop strategies to drive customer acquisition at scale, site visitation improvements, conversion rate maximization, and repeat purchase rate at stio.com in partnership with other members of the team. You will be responsible for reporting on the performance of all performance marketing channels and campaigns, and related budgets and management platforms. Lastly, you will be responsible for channel attribution, working to improve our LTV and acquisition models, to understand any overlap that may exist with our Retail and Wholesale channels. and improve quality of data, automation, and accuracy over time. You will be the driver of channel innovation at Stio. The DPM reports to the Vice President of DTC. YOUR SKILLS The DPM is a self-motivated, digitally-oriented marketing leader with exceptional organizational and leadership skills and deep expertise in DTC or e-commerce businesses. You are an outstanding manager of people with strong interpersonal and communication skills, capable of getting the best out of direct reports with a wide array of experience and abilities including meaningful experience with the primary channels we oversee - direct mail, paid social, influencer, etc. You have an aptitude for problem-solving, decision-making, and drive insights and recommendations through a solid background in and understanding of data, analytics, 3rd party reporting, post-attributed reporting, Google Analytics and / or other data tools. You have an entrepreneurial mindset and relish the opportunity to grow the e-commerce channel at Stio, and innovate. You’re a critical, analytical thinker who’s comfortable with models, data and frameworks. You’re progressive and comfortable with cutting-edge performance marketing innovations, and love testing, analyzing and optimizing your team’s marketing efforts to acquire and / or retain customers. You possess excellent active listening skills and manage time well in order to connect with all direct reports on a regular basis. You operate well with executives and employees alike, with professional communication skills. You understand expenses and manage costs through guidance from the VP of DTC and / or other executives. You work well with others and are solution-oriented. YOUR RESPONSIBILITIES • Revenue growth, customer acquisition and retention: You’re partly responsible for revenue growth on stio.com and participation in all discounting and margin-impacting sales, promotions and activations. You’re the owner of CAC and LTV and related retention and acquisition metrics., • Strategic leadership: You’re a key participant in developing and executing on strategies that are aligned with business goals that optimize the product assortment, pricing and promotional tactics to drive online sales and overall profitability., • Team management: Lead, mentor and inspire a high-performing team or performance marketing channel managers, fostering a culture of innovation, collaboration and continuous improvement through testing and analysis., • Data-driven decision making: Utilize advanced analytics and performance metrics to assess and refine channel strategies, ensuring that data-driven recommendations and decisions are made to enhance the customer journey and increase conversion rates over time., • Collaboration: Collaborate closely with cross-functional teams, including marketing, planning, operations, finance and retail to ensure seamless execution of initiatives and alignment with business goals and GTM priorities. Close collaboration with Brand Marketing and E-Commerce teams to identify opportunities across different audience segments and markets., • Identify opportunities for improving new user acquisition and revenue growth across audiences, • Creation of channel-level revenue and operating expense forecasts, • Work with VP of DTC and CFO to set performance marketing goals, • Accountable for performance of all channels by week, month and quarter, • Drive recommendations for monthly and mid-monthly changes based on performance, • With with team members across direct mail, digital channels, retention channels (email and social) to maximise performance and optimise budget spend, • Work with 3rd party tools, Google Analytics and Stio proprietary data to optimize channel performance, ROAS, CPA and LTV, • Work with team members to drive proactive insights, analyses and recommendations to improve performance, • Provide cross-functional support and input with regards to channel and spend forecasting by channel, • Mastery of high level and granular direct response metrics, including CPA, ROAS, CAC (P&L at acquisition), repeat purchase rates, LTV, etc., • Must be able to handle a high volume of work and do what it takes to meet deadlines, • Additional responsibilities as necessary YOUR SKILLS AND EXPERIENCE • Bachelor’s degree or greater ideal, • 7+ years in performance marketing management, • 4+ years of overseeing a team and developing direct reports, • 2+ years of outdoor industry experience preferred but not required, • 2+ years of clothing and apparel management preferred but not required, • Experience in a robust GTM-oriented environment, • Excellent communication, strategic thinking and analysis skills, • Effective with PowerBI and Google products, • Experience of attribution platforms a benefit THE FINE PRINT • Must be able to work in a stationary position 50% - 75% of the work day, • Medical, dental and vision plans, • Company paid long term disability coverage, • Employee Assistance Program, • 401k with match, • Generous paid time off policies, • Gear test, perks, and more We provide competitive compensation packages, inclusive of base pay, incentives and benefits. The base salary range for this role is $110,00-$150,000. It would not be typical for someone to be hired at the top end of the range for the role, as actual pay will be determined based on several factors including experience, skills and qualifications. This job description is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, we reserve the right to revise the job or to require that other or different tasks be performed. Stio is an equal opportunity employer of all qualified individuals, including minorities, BIPOC, LGBTQ+, veterans & individuals with disabilities.

Job Description Job Summary The Engineering Financial Analyst will be responsible for managing the Company’s reserve database and supporting the Company’s financial planning, acquisition modeling, and risk management strategies under the direction of the CFO. This role will also contribute to marketing, hedging, financial compliance, and reporting functions, while providing ad hoc financial analysis to support investment decisions and capital structure planning. The Analyst will collaborate with multiple departments to ensure robust, data-driven insights and will assist in preparing materials for the Company’s lenders and Board of Managers. Essential Duties & Responsibilities · Manage and extract data from the Company’s reserve database in collaboration with the Reservoir Engineering team. · Build and manage leveraged acquisition models. · Conduct financial analyses to support internal decision-making and project evaluations. · Prepare models, materials, and sensitivities for equity and debt stakeholders. · Support corporate risk management and insurance reporting activities. · Compile, analyze, and report operational and financial data for management and operations teams. · Partner with engineering to ensure financial models reflect current reserve forecasts and assumptions. · Maintain credit evaluations for major counterparties. Other Responsibilities · Support execution of the Company’s hedging strategies. · Assist in preparing investor materials, including quarterly Board of Managers presentations. · Support compliance and reporting requirements related to the Company’s credit facility. · Track and report on derivative positions. Qualifications Education · Bachelor’s degree in Accounting, Finance, Business, or Engineering required. Industry Experience · Prior experience in the oil and gas industry is required. Technical Skills · Proficient in Microsoft Office, especially Excel. · Familiarity with reservoir databases (ARIES, BOLO, ComboCurve, etc.) is preferred. Core Competencies · Strong analytical and organizational skills. · Excellent written and verbal communication. · Ability to prioritize and manage multiple tasks in a fast-paced environment. · Creative problem-solving mindset. · High attention to detail and accuracy. · Discretion and sensitivity to confidential information. · Ability to work independently and make informed decisions. Experience • Health, dental, vision, and life insurance, • 401K · Office environment. We anticipate this job will close in 30 days.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: You will play a pivotal role in driving the growth of our organization through strategic mergers and acquisitions, otherwise known as our Partner Development efforts. The business continues to reach new heights and must continue growing and professionalizing its Partner Development Finance function to maximize performance. We are seeking a strategic business partner who can help us execute both value-accretive, small tuck-in opportunities as well as larger / transformative acquisitions. This is an exciting opportunity for the right individual who is a seasoned finance and/or M&A professional looking to make an impact on a rapidly growing organization and help advance it to the next level. The ideal candidate will both lead and support critical aspects of the Partner Development process including target valuations, synergies underwriting, financial due diligence, and internal performance reporting. This role reports to the Director of Finance, M&A Partner Development and requires close partnership with the Company's CFO, Chief of Staff, and M&A Principals. This role requires strong analytical and critical thinking skills, attention to detail, and the ability to foster collaboration throughout various parts of the organization. A background in corporate finance or accounting is essential, with experience in mergers and acquisitions highly preferred. Essential Job Functions for this role include: • Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to build valuation models and inform recommendations to company leadership and the Board on optimal deal structures for acquisition targets, • Participate in management meetings and financial due diligence calls with prospective sellers and investment bankers to better understand the various risks and opportunities that accompany specific deals, • Work together with our third-party advisors and consultants in completing quality of earnings reports to evaluate reported and adjusted seller financials, and identify potential revenue or cost synergies that impact deal economics, • Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close, • Help direct certain post-merger integration processes to track acquisition performance as well as the realization of identified revenue and cost synergies, • Maintain internal reporting packages utilized by company leadership and the Board of Directors to evaluate past performance and inform future strategic decisions, • Improve the quality of data and facilitate enhanced data-driven decision-making within the Partner Development function through analyses of past transactions and targets, current pipeline and operational data, and by utilizing market information and feedback obtained from external sources, • Conduct market research and evaluate industry trends to drive innovation around the Company's Partner Development strategies and operating model to improve overall effectiveness and maintain strategic advantages Knowledge, Skills, and Abilities: • Bachelor's degree required; MBA or other advanced degree encouraged, • At least 2 years of professional experience, including experience in investment banking, private equity, or other corporate finance roles with (with direct exposure to mergers and acquisitions, preferred), • Candidates with experience in the financial services industry and familiarity with the independent RIA landscape (or other highly acquisitive businesses) an added plus, • Strong knowledge of financial accounting and company valuation principles including important drivers of relative and intrinsic valuation methodologies, • Analytical mindset and extreme attention to detail, with the ability to conduct comprehensive due diligence and financial analysis, • Collaborative individuals who approach others in a tactful manner, react well under pressure, and treats others with respect regardless of their status or position, • A can-do attitude with the ability to thrive in a fast-paced, dynamic environment, manage multiple priorities effectively, and follow through on organizational commitments, • Demonstrated technical competencies in Microsoft Office suite of products (must be an Excel expert) Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. Travel not typically required. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Compensation: $120,000 - $140,000, +Benefits Schedule: Onsite, M-F Full-time Location: Denver, Co NOW CFO is seeking an experienced Controller Consultant to join our Denver consulting team. As a Controller consultant, you’ll monitor our client’s financial & accounting status, review quarterly and annual budgets and manage accounting transactions for our clients. The day-to-day responsibilities of our controllers will vary significantly depending upon a company’s size and needs. To be successful in this role, you should have construction and health care experience, in-depth knowledge of Generally Accepted Accounting Principles (GAAP) and experience with risk management. Ultimately, you’ll make sure we comply with accounting regulations, maximize profits and mitigate risks. Responsibilities: • Oversee and coordinate all financial & accounting activities and personnel, • Set controls and budgets to mitigate risk and increase return on investments, • Manage all accounting operations including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition, • Support month-end and year-end close process, • Standardize and maintain a system of accounting records and techniques, • Conduct internal audits to assess financial status, • Ensure compliance with federal and state regulations, • Accounting or Finance degree (BS/BA/MBA), • Previous experience in accounting management or other related fields, • Diverse experience across industries, • Thorough knowledge of accounting principles and procedures, • Fundamental knowledge of GAAP, • Strong leadership qualities, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skills, • Deadline and detail-oriented, • CPA (Preferred but not required), • Experience in construction, manufacturing and/or property management (Preferred but not required) #IND3

Job Description Partnering with a rapidly growing financial services company seeking a Controller to add to their team! This is a fast-paced, high-growth environment that is looking for a right hand to the CFO. This role will oversee 3 direct reports and be integral in the monthly close process, budgeting/forecasting, financial statement preparation, and more. Duties for the Controller includes... • oversight of AP/AR process, • credit card reconciliations, • cash management, • financial statement management, • variance reporting, • audit oversight, • month-end close management, • special projects The ideal Controller comes with... • Bachelor's Degree in Accounting, • CPA/CPA eligible, • 5-7+ years of hands-on accounting experience, • QuickBooks experience

Job Description Lakeshore Talent has partnered with an oil and gas company in downtown Denver to fill a high level Executive Assistant role supporting the CFO. Salary: 80K - 105K depending on experience Bonus: 25% Benefits: Medical, dental, 401K and PTO that start on day 1! Location: Downtown Denver, CO Schedule: Monday – Friday, 8:00 AM – 5:00 PM (Possible Hybrid flexibility based on weekly priorities) Parking: 0nsite Included Overview The Executive Assistant will provide high-level administrative support to the Chief Financial Officer (CFO) and serve as a key partner in managing daily operations, communications, and strategic priorities. This role requires exceptional organizational skills, discretion, and the ability to anticipate needs in a fast-paced, professional environment. The Executive Assistant will act as a liaison between the executive and internal/external stakeholders, ensuring seamless coordination and alignment across teams. This position reports to the Administrative Manager and collaborates with a broader administrative team across multiple locations. Key Responsibilities * Manage complex and dynamic calendars, prioritize meetings, and coordinate schedules. * Handle emails, calls, and other communications, prioritizing and routing correspondence appropriately. * Prepare and edit presentations, documents, and reports for meetings and executive use. * Plan and coordinate detailed domestic and international travel itineraries, including last-minute adjustments. * Schedule and organize meetings, conferences, and events, managing all logistics from start to finish. * Prepare meeting agendas, take notes, and follow up on action items. * Ensure the executive is well-prepared with necessary materials and briefings. * Serve as the primary point of contact for internal and external stakeholders. * Draft and manage correspondence and responses on behalf of the executive. * Maintain organized filing systems for contracts, documents, and confidential information. * Process and reconcile expense reports. * Support additional senior leaders as needed with administrative tasks. * Perform other duties and special projects as assigned. Required Skills & Competencies * Strong judgment and decision-making ability, particularly when the executive is unavailable. * Excellent organizational, time management, and multitasking skills. * Demonstrated discretion and ability to handle confidential information. * Proficient in Microsoft Office Suite and other relevant digital tools. * Effective communicator with exceptional interpersonal and collaboration skills. * High attention to detail, accuracy, and follow-through. * Problem-solving mindset and the ability to anticipate needs. * Adaptability and ability to thrive in a fast-paced, evolving environment. * Growth-oriented attitude with integrity, accountability, and professionalism. Education & Experience * Education: Associate’s or Bachelor’s degree preferred; High School Diploma or GED plus relevant experience required. * Minimum 5 years of experience supporting the CFO required. * Oil and gas experience a plus. * Prior experience in an organization with 500–1,000 employees preferred. * Background supporting executives in a publicly traded company is required. . Interview Process * Background check required. Company DescriptionSince 1995, Lakeshore has provided Staffing, Recruiting and Payrolling services to employers in Denver and Chicago across multiple industries. We are committed to achieving success by matching top talent with the right opportunities. In 2017, Lakeshore re-branded as Lakeshore Talent after a management buyout, becoming a woman owned company. We have a dynamic team of Account Executives focused on sales and the client experience and a talented team of Recruiters focused on candidate recruitment and candidate experience. We are able to offer a higher level of service as a result, and take pride in building strong relationships worthy of loyalty with both clients and candidates.Since 1995, Lakeshore has provided Staffing, Recruiting and Payrolling services to employers in Denver and Chicago across multiple industries. We are committed to achieving success by matching top talent with the right opportunities. In 2017, Lakeshore re-branded as Lakeshore Talent after a management buyout, becoming a woman owned company. We have a dynamic team of Account Executives focused on sales and the client experience and a talented team of Recruiters focused on candidate recruitment and candidate experience. We are able to offer a higher level of service as a result, and take pride in building strong relationships worthy of loyalty with both clients and candidates.

Controller - Executive-level role with strategic impact in a global manufacturing company. Overview of the Controller role:. The Controller will report directly to the CFO and will be responsible for overseeing all global accounting operations, including financial reporting, compliance, tax, audit,

Lakeshore Talent has partnered with an oil and gas company in downtown Denver to fill a high level Executive Assistant role supporting the CFO. The Executive Assistant will provide high-level administrative support to the Chief Financial Officer (CFO) and serve as a key partner in managing daily ope

Partner with and coach financial leadership at each firm in the Region; CFOs/Finance Leads at each firm will have a dotted line reporting to the Regional CFO. Deep expertise across corporate finance, cash/treasury operations, and financial operations. Regional Chief Financial Officer (CFO) - West Re

Increase your chances of an interview by reading the following overview of this role before making an application.About the Senior Accountant Role:.We are seeking an experienced Senior Accountant to serve as the right-hand to a CFO in a dynamic, multi-entity manufacturing firm.The ideal Senior Accou

The Advisor will work closely with the Partner and other Advisors on the team to learn and advise on all aspects of the Family CFO business. Work closely with the Partner to learn all aspects of Family CFO business. Our Advisors are expected to participate and lead client meetings, as well as work w

Serve as the outsourced Controller/CFO for multiple non-profit clients. Please note that the base salary offered may vary depending on relevant factors as determined by Your Part-Time Controller, LLC, which may include, but is not limited to, education, skill, experience, licensure and certification

The CFO is an integral part of the senior leadership team and expected to participate in the financial and functional decision-making processes necessary for the successful attainment of the facility's operational and financial goals. Ensures that monthly financial statements are completed timely an

Drive business development efforts to generate new opportunities across consulting, tax, audit, CFO Advisory, Business Outsource Accounting, and Strategy & Transformation services. Identify and engage prospective clients, build relationships, understand business challenges, and present tailored solu

The Director of Finance is a key member of the Finance Team, working with the CFO to oversee all accounting and financial operations.This role manages general ledger, reconciliations, payroll, accounts payable/receivable, grants, and bond compliance, while supervising the Payroll & Purchasing Specia

Assistant Controller Location: Denver, Colorado (Hybrid, travel required once a quarter) Compensation: $120,000 - $150,000 About the Opportunity A rapidly growing technology and professional services organization is seeking an experienced Assistant Controller to join its global finance team. This is an exciting opportunity for a hands-on accounting professional who thrives in a fast-paced, evolving environment. The Assistant Controller will play a key role in strengthening financial reporting processes, optimizing systems, and ensuring compliance across multiple entities in the U.S., Canada, and India. Key Responsibilities * Lead consolidated financial reporting in accordance with U.S. GAAP, ensuring accuracy and timeliness. * Manage accounting operations across U.S., Canadian, and Indian entities while maintaining compliance with local regulations. * Serve as the Assistant Controller responsible for technical accounting and SEC reporting support. * Partner with leadership to streamline private equity reporting, develop custom dashboards, and enhance visibility through NetSuite automation. * Oversee the implementation and optimization of NetSuite Multibook functionality, including custom reporting and financial consolidations. * Ensure Avalara sales tax compliance across multiple jurisdictions and manage ongoing tax automation improvements. * Support monthly close activities, account reconciliations, and financial statement preparation. * Collaborate with cross-functional teams to improve financial data integrity, reporting accuracy, and workflow efficiency. * Participate in quarterly travel for leadership meetings and process alignment. Qualifications * Bachelor's degree in Accounting, Finance, or related field required. * CPA or CMA preferred. * 7+ years of progressive accounting experience, including time in public accounting and within SaaS or technology industries. * Strong knowledge of U.S. GAAP, with exposure to Canadian and Indian accounting standards. * Proven experience implementing and managing NetSuite, including reporting customization. * Understanding of technical accounting, SEC reporting, and private equity reporting structures. * Experience with Avalara or similar tax automation software. * The Assistant Controller must demonstrate exceptional integrity, accountability, and a direct, collaborative communication style. * Ability to work independently and effectively prioritize competing demands in a dynamic environment. Why Join Us As the Assistant Controller, you'll have the opportunity to make a measurable impact within a high-growth global organization. You'll collaborate closely with the CFO and senior leadership, modernize reporting frameworks, and strengthen internal financial operations. The Assistant Controller role offers autonomy, visibility, and the chance to shape scalable financial processes in a results-driven culture where integrity and teamwork are valued above all else. Assistant Controller applicants must be able to pass a criminal background check. #ZRCFS #INOCT2025

Senior Accountant Location: Commerce City, Colorado Reports To: Controller / CFO Status: Full-Time, 100% onsite Position Overview of Senior Accountant: The Senior Accountant will play a key role in supporting the financial operations of a growing manufacturing organization. This position is responsible for maintaining accurate financial records, ensuring compliance with U.S. GAAP, assisting with monthly and annual close processes, and supporting management with financial analysis and reporting. The ideal candidate will have strong attention to detail, hands-on experience in a manufacturing environment, and a solid understanding of cost accounting principles. Key Responsibilities of a Senior Accountant: • Prepare and review journal entries, account reconciliations, and financial statements in accordance with U.S. GAAP., • Support month-end, quarter-end, and year-end close activities, ensuring timely and accurate reporting., • Analyze manufacturing costs, inventory variances, and production results to identify trends and opportunities for improvement., • Assist in the development and maintenance of standard costing and variance analysis processes., • Perform balance sheet reconciliations and resolve discrepancies in a timely manner., • Partner with operations and supply chain teams to ensure accuracy in inventory valuation and cost allocations., • Assist with audit preparation, providing documentation and explanations as needed., • Participate in ERP system enhancements, testing, and process automation initiatives., • Support budgeting and forecasting processes by providing financial insights and data analysis., • Bachelor's degree in Accounting, Finance, or related field required; CPA or CPA eligibility preferred., • 4-7 years of progressive accounting experience, with at least 2 years in a manufacturing environment., • Strong understanding of U.S. GAAP and cost accounting principles., • Proficiency in ERP systems (SAP, Oracle, NetSuite, or similar) and advanced Excel skills., • Excellent analytical, problem-solving, and communication skills., • Experience with process improvement and ERP implementation projects., • Knowledge of inventory management and standard costing methodologies., • Exposure to audit support and internal control documentation. #INOCT2025

Director of SEC Reporting Location: Remote Reports to: CFO About the Company: Our client is a high-growth SaaS marketing technology company transforming the way organizations attract, engage, and retain customers.

Job Description Location: Denver Colorado Pay rate: $72.93 - 109.42 Shift: Monday through Friday Hours: Days At Uptown Community Health Center we improve the health of our community and provide care that respects the dignity of each person, especially those that are underserved. We teach tomorrow's physicians and healthcare professionals to provide excellent medical care with compassion and kindness. Uptown Community Health Center has over 100 associates across , Bruner Family Medicine, Caritas Internal Medicine and Seton Women's Center, Financial Counselors and Administrative Team. Job Summary The Director of Pharmacy is a leadership role that includes direct patient care responsibilities as a pharmacy provider working for Uptown Community Health Center (UCHC), and administrative responsibilities for UCHC. This full-time position has a flexible balance of direct patient care and administrative duties that span across multiple clinical sites for UCHC, with the overall responsibility to provide leadership and oversight to all ongoing pharmacy services for the organization, which might include 340B Drug Pricing Program, Clinic Administered Medication compliance, establishing and growing an entity owned pharmacy. The Director of Pharmacy is expected to function as a subject matter expert (SME) on pharmacy services, both to direct patient care providers and associates as well as executive leadership. The Pharmacy Director must be a positive example of all clinical, regulatory, professional, and human resources expectations of UCHC. This includes being a role model of Uptown Community Health Center Service Behaviors and Patient-Centered Medical Home philosophy to enable the medical staff to consistently follow and display these concepts. Essential Functions Oversee clinical pharmacy services including but not limited to, comprehensive medication reviews, collaborative patient visits, disease-specific interventions, patient education and counseling, and medication dispensing. Ensure that all pharmacy services are compliant with Federal and State regulations and statutes, including appropriate licensure, certifications and accreditations. Ensure that pharmacy services are in compliance with all departmental policies Develop and implement policies and procedures for pharmacy operations at all sites, including 340B Drug Purchasing Program Oversee and maintain compliance with 340B Drug Purchasing Program Vaccines For Children and 317 programs. Develop and implement policies and procedures for pharmacy operations at all sites related to Clinic Administered Drugs and Immunizations. Develop and implement policies and procedures for pharmacy operations at all sites related to available Patient Assistance Programs, including industry programs as well as governmental programs, for medications and durable medical equipment (DME) such as continuous glucose monitors, etc. Develop and implement policies and procedures for pharmacy operations at all sites related to Entity Owned Pharmacy Set performance goals and operational objectives for pharmacy and pharmacy programs. Collect data and generate reports as needed to monitor performance goals and assess operational objectives. Collaborate with CFO and Finance Department to create annual pharmacy budget. Oversee all pharmacy purchases and inventory management. Consult and collaborate with health care providers, department managers and directors, site leaders and Executive leadership to improve and implement internal and external processes. Provide information and training on pharmacy services to departments within the organization Ensure compliance with State Board of Pharmacy Collaborative Drug Therapy Management (CDTM) protocols. Collaborate with executive leadership to ensure all pharmacy sites are properly registered with outside vendors and third-party payers. Attends and actively participates in required UCHC leadership meetings where they are the SME related to pharmacy topics Ensures compliance with organizational policies and procedures, objectives, quality assurance program, and safety, environmental, and infection control standards. Identifies opportunities for quality and performance improvement initiatives. Leads department improvement initiatives when directed. Provide education as assigned on company principles, mission, vision, and values. Other duties as assigned. Licensure / Certification Doctorate of Pharmacy from accredited school of pharmacy Valid Pharmacy license in good standing in Colorado. Board certification/eligibility based on education and specialty. Basic Life Support (BLS) Certification Qualifications and Experience Required: 5+ years leadership in ambulatory pharmacy management Demonstrated knowledge of 340B program regulatory and compliance procedures as well as program issues, trends, and challenges Preferred: Experience with Epic application and health record Experience working with and sensitivity toward special populations, including those with limited income, limited education, and non-English speaking individuals Bilingual English / Spanish - complete comprehension, literacy, and fluency in both languages

Job Description NOW CFO is seeking an experienced Senior Accountant to join our Denver consulting team. As a Senior Accountant consultant, you’ll supervise, track, and evaluate day-to-day activities. Senior Accountant responsibilities include establishing financial status by developing and implementing systems for collecting, analyzing, verifying, and reporting information. The day-to-day responsibilities of our Senior Accountant will vary significantly depending on a company’s size and needs. To be successful in this role, you should have in-depth knowledge of Generally Accepted Accounting Principles (GAAP) and experience with risk management. Responsibilities: • Manage all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting and Revenue Recognition, • Establish and enforce proper accounting methods, policies, and principles, • Support month-end and year-end close process, • Standardize and maintain a system of accounting records and techniques, • Ensure compliance with federal and state regulations, • Accounting or Finance degree (BS/BA/MBA), • Previous experience in accounting management or other related fields, • Thorough knowledge of accounting principles and procedures, • Fundamental knowledge of GAAP, • Strong leadership qualities, • Strong analytical and critical thinking skills, • Client service and results-focused · Health · Dental · Vision Insurance · Paid-Time Off · 401k #IND2

Job Description Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. Candidates ideally located in the following cities: Chicago, IL, St. Louis, MO, Kansas City and Omaha, NE. The Enterprise Sales Director creates, identifies, and closes sales within North America or a set of named accounts. The Sales Director's primary responsibility is to acquire new customers and drive revenue. A successful Sales Director is a self-starting closer who can create a large pipeline of business within a short period of time. We look for business athletes who are aggressive team players - hungry, nimble and intelligent - with the ability and willingness to close a mix of complex enterprise and more transactional deals. Key Responsibilities: • Create and drive revenue within a specified region or list of named accounts, • Generate business opportunities through professional networking and cold-calling, • Drive brand awareness, campaigns, and lead generation via networking, associations, etc., • Meet and exceed all quarterly and annual sales quotas, • Own the sales cycle from lead generation to closure, • Develop business plan and present the business plan during quarterly review sessions, • Maintain account and opportunity forecasting within our internal forecasting system (SFDC), • Self-generate leads from a personal connections, referral partners, and regional networking events, • Ensure 100% customer satisfaction and retention throughout the Implementation and Support experienceKey Qualifications:, • 5+ years of outside enterprise software sales experience, • Be able to work independently and as part of a team in a fast pace, rapid change environment, • Experience selling at the C-level, • Proven track record of sales excellence, • A proven sales hunter and closer, • Superior professional presence and business acumenPreferred Qualifications:, • Contact Center Software Sales in less than 1,000-seat space, • Experience selling to COO/CFO, • Knowledge of territory or accounts assigned Work Location: This role is fully remote for candidates who reside outside the 50 mile radius of our San Ramon office. For candidates who reside within 50 miles of our San Ramon location, this role is Hybrid and would require 3 days a week (M, W, TH) in our San Ramon office. As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process. Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process. Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans. Our total reward package also includes: • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching., • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents., • Generous employee stock purchase plan. View our privacy policy, including our privacy notice to California residents here: . Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

Job DescriptionDescriptionProject Canary is the industry’s leader in turning complex emissions data into actionable, reportable insights, helping energy companies reduce risk and meet evolving reporting requirements. Its software platform simplifies emissions data management, offering an all-in-one solution for regulatory compliance, leak detection and repair, and voluntary programs like OGMP 2.0. By combining deep emissions measurement expertise with a flexible software platform, Project Canary delivers the customized emissions data solutions operators need in today’s energy environment. Five years into our journey, we partner with each customer to meet today’s objectives while preparing them for what’s next, all with a lean, high‑impact team. The Impact You’ll Make: As the Senior Director of Business Development, you will self‑source, negotiate, and close six‑ and seven‑figure deals that deliver measurable operational value across the energy value chain. You’ll own a personal quota and help shape the go‑to‑market playbook for the future, without inheriting a 30‑person team. Think of yourself as a player/coach: sleeves rolled up, dialed into both the big picture strategy and the nitty gritty details, and documenting what works. We value raw problem‑solving ability and learning velocity over years in seat. If you’re sharp, hungry, and resourceful, you’ll thrive here. This role will be based out of our headquarters in downtown Denver, Colorado, and will also travel frequently. Why Join Us: • Mission with margin: Forge your career in climate tech while scaling a market‑leading business in one shot., • Technologist’s playground: Drive impact with a powerful analytics platform that turns high‑fidelity environmental data into real‑world operational wins., • Small team, outsized influence: Your deals and feedback directly shape product, pricing, and culture., • Self‑source and qualify enterprise opportunities; no SDR queue, your hustle is your pipeline., • Map power and money flows from field engineer to CFO; earn the right to guide the internal business case., • Craft and deliver board‑level value propositions showing how Project Canary slashes the "operations tax" and boosts asset performance., • Run MEDDPICC (or your proven framework) to qualify hard and close fast, spending time only where we can win. Build the playbook., • Document winning messaging, objection handling, and territory penetration tactics; your playbook is the first draft of our future GTM engine., • Collaborate with the CRO, Product, and Marketing to iterate pricing, packaging, and enablement in real time. Represent Project Canary in the market., • Establish executive‑sponsor relationships with C‑suite leaders across upstream, midstream, and emerging‑energy segments., • Demonstrate a clear understanding of how operational performance metrics translate to business value, • Hit ≥100 % of your personal quota by closing 5–8 net‑new logos., • Maintain ≥3× self‑sourced pipeline quarter over quarter., • Deliver a repeatable deal‑process document adopted by the CRO., • Land and expand at least one flagship account into a multi‑year, multi‑product partnership., • High aptitude and learning velocity: whether you've closed enterprise deals for 2 years or 12, you master complex domains fast and deliver results., • Proven track record of exceeding MM+ annual quotas and closing $500 K–$5 MM ACV deals., • Deep familiarity with enterprise sales methodologies (MEDDPICC, Revenue Storm, or Miller Heiman) and the judgment to know when to bend the rules., • Experience selling operational‑performance or environmental‑analytics solutions to oil & gas, power, or adjacent industrial sectors., • Adept at building consensus across technical, commercial, and sustainability stakeholders., • Executive presence: you can whiteboard with engineers at 9 AM and present to the board at noon., • Hands‑on mentality: you build decks, update CRM, and write follow‑up notes yourself, not reliant on a dedicated analyst., • Base Salary Range: $146,000 - $187,000 based on location & experience, • Additional compensation: 50/50 OTE split with uncapped commission, • Health, dental, and vision insurance with low deductibles and premiums paid by company 99% for self and 50% for dependents and/or spouse, • 401K with company match (no vesting period), • Opportunity for equity ownership, • Student loan assistance, • 4 weeks of PTO + 6 days of sick time annually, • 11 paid holidays, • 12 weeks of fully paid parental leave (gender neutral) including adoptions, • Monthly Wellness Stipend, • Hybrid work schedule (3 days per week in office when not traveling), • Dog friendly office environment

At Ascent CFO Solution, we are a leading fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. As a Fractional Controller with Ascent CFO Solutions, you will be an experienced technical Accountant, responsible for leading accounting pro

At Ascent CFO Solution, we are a leading fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready

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Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low-Income Housing Tax Credit assets through all stages of development and stabilization.The firm

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Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low-Income Housing Tax Credit assets through all stages of development and stabilization.The firm