• Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management • Define and communicate the vision, mandate, and operating model for FP&A in a “public ready” environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders • Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs • Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team • Inspire and create a motivating environment through coaching, mentoring, and enablement • Provide opportunities to participate in both formal and informal developmental activities • Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results • Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks • Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations) • Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms • Build and refine forecasting methodologies (e.g., driver-based, cohort, portfolio/credit, and revenue models) appropriate for a high-growth financial services company • Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives • Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives • Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies) • Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan.

• Collaborate closely with US sales and the operations teams to provide financial insights, support strategic decision-making, and act as a trusted finance advisor. - Support the US sales team on deal structures through pricing, discount, product and deal structure requests, ensuring alignment with company guidelines and strategies. - Evaluate new partnerships and business expansion opportunities with the US sales and partner teams by developing data-driven business cases & recommendations to leadership. - Support the design, analysis, and management of commission structures, ensuring alignment with company strategies, and the timely and accurate execution of payments. - Prepare regular financial reports, including performance reporting, forecasting, and variance analysis to drive commercial success. Develop dashboards and enhanced KPI metrics to measure and support the continued success of commercial strategies. - Act as an on-the-ground finance contact for the US team, addressing real-time financial queries, coordinating with the Australian team to ensure seamless financial operations. - Bridge time zone and geographical gaps to foster seamless communication with the Australian finance team, sharing insights and best practices.

• The Finance Associate will report to the Associate Director of Finance. • The Finance Associate is a key member of the Finance & Grants team within the larger Finance & Facilities Department at ClimateWorks. • Reviewing grantee financial documents (including financial statements and organizational budgets) to ensure that grantees are financially healthy, flagging any concerns to the Senior Director, Finance. • Verifying completeness of grantee financial reporting and coordinating with grantees and the Grants Team on incomplete reports. • Contributing to an effective grantmaking forecast and monitoring spenddown on ending funding sources. • Assisting with quarterly collection and analysis of time estimates. • Working with the team to ensure accuracy of information in ClimateWorks’ budget and reporting system, Adaptive. • Aiding in the development and improvement of team systems, including Adaptive and the new Grants Management System, and team processes. • Providing ad-hoc financial analysis, as needed. • Contributing to the work and priorities of the Finance & Grants Team, as needed.

• Managing, monitoring and executing transactions for the $5+ billion-dollar investment securities portfolio for the Bank • Identifying and capitalizing on relative value and opportunistic strategies benefiting the Bank • Managing the bank's balance sheet derivative hedging program • Acquiring, selling, and monitoring all fixed income and credit sensitive investments • Monitoring broader economic themes and markets including RMBS, CMBS, corporate bonds, municipal bonds, ABS • Evaluating and executing interest rate options and derivatives transaction to mitigate interest rate risk • Coordinating and communicating investment strategies with various internal business partners • Collaborating with other Treasury managers to develop capital and balance sheet strategies • Managing all investment and administrative aspects of the Bank Owned Life Insurance (BOLI) investment portfolio • Monitoring financial markets and advising leadership of market trends