• Manage complex models within the company’s financial model, including monthly and quarterly forecasting, budgeting, and long-range planning delivering accurate and timely projections • Build and own data pipelines and KPI reporting infrastructure across Snowflake, DOMO, Rillet, and Excel • Assist in financial planning processes as the key FP&A partner to our Head of Finance and team leaders • Produce variance analysis with clear, actionable commentary that drives departmental accountability • Own department-level budget vs. actual reporting and lead Monthly Operating Reviews with department heads • Maintain and improve SaaS metrics reporting: ARR, MRR, churn, expansion, renewal rates, and unit economics • Prepare materials for senior leadership, investor relations, and our Board to communicate financial performance • Conduct deep-dive analyses on compute expense, vendor spend, unit economics, and other strategic priorities • Work with departments to ensure data accuracy and reconcile discrepancies; metric definitions and logic stay with Finance leadership • Support annual operating plan development and long-range planning cycles • Coordinate GL bucketing and mapping recommendations with Finance Manager • Aid in Month-End-Close process

• Execute research and financial analysis • Develop analysis on budgets, forecasts and sales margins • Conduct small-scale projects, and ad hoc analysis and reporting • Generate forecasts and analyzes trends for financial and strategic planning purposes • Create financial models of “what if” scenarios to help future business planning decisions • Provide support for pricing and sales • Provide interpretation of financial data in spreadsheets, charts, and reports • Identify and resolve discrepancies in data • Assist in development and delivery of various reporting packages • Prepare financial deliverables, correspondence and filings • Ensure assignments meet the firms’ quality standards • Review, analyze and consolidate data from multiple sources • Work closely with CFO and Controller teams • Communicate engagement matters to managers and partners • Provide five-star client service

Workday Finance Lead Pan-American Life Insurance Group (PALIG) Location: US Remote | Hybrid Work Opportunities Available About the Role: Join Pan-American Life Insurance Group (PALIG) as a Workday Finance Lead and play a critical role in shaping our financial systems strategy. In this role, you will lead the functional Workday Finance ecosystem, provide strategic guidance to business partners, and oversee day-to-day production support and platform optimization. This position combines hands-on Workday Financials configuration expertise with oversight of a high-performing team supporting Accounting, Finance, Procurement, and related functions. Key responsibilities will include: Maintaining translation tables for integrations Managing foreign exchange rate rules for remeasurement and translation Assisting finance in creating EIBs Updating validation rules Monitoring data quality in the ledger and assist in data cleanup Maintaining elimination rules Updating equity pickup rules Rolling forward year-end balances Maintaining worktag types for beginning balance journals Utilizing Accounting Center edit functionality to clear errors from integrated files Serving as Workday FIN subject matter expert for business user questions and requests Essential Functions: Governance Establish governance frameworks for prioritization, release planning, escalation workflows, and issue resolution Support administration and governance of finance-related business processes Partner with Accounting, Finance, Procurement, Internal Audit, and IT to align systems with strategies Production Support Ownership Own and manage the Workday Financials production support lifecycle Drive root cause analysis and implement corrective actions Oversee regression testing for Workday releases Coordinate with IT, Integration, Help Desk, and Security teams Functional Workday Expertise Configure, maintain, and optimize Workday Financials modules Analyze release notes and determine uptake strategies Improve financial processes, workflows, and data accuracy Cross-Functional Collaboration Gather requirements and translate needs into Workday solutions Competitive compensation package (base salary & bonus) Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement Medical and dental coverage available starting the first of the month following 30 days of service Hybrid work opportunities About Us: Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses across 49 U.S. states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands through its U.S.-based member companies—Pan-American Life Insurance Company and Pan-American Assurance Company. At PALIG, our employees are our greatest asset. We value collaboration, trust, and the confidence of our policyholders. Our long-standing commitment to excellence continues to drive our success. Pan-American Life is an Equal Opportunity Employer and a Drug-Free Workplace.

Job Summary: We are seeking an experienced Oracle Fusion Projects and Grants Functional Manager to join our dynamic team. The ideal candidate will be responsible for delivering subject matter expertise and functional leadership for the Project Portfolio Management and Grants modules, innovation and leading the implementation of Oracle Fusion Cloud solutions for our clients to meet business and technical requirements. This role involves working closely with business stakeholders and leading solution architects and technical teams to create scalable, efficient, and integrated cloud solutions within Oracle Fusion applications, with a focus on driving digital transformation, ensuring best practices, and maximizing business value. Key Responsibilities: Design & Implementation: •Design and convey to the development teams overall and end-to-end architecture for Oracle Fusion Cloud applications, which span across project portfolio management and Cloud finance integrating with GL, AP, AR, etc. •Provide expertise in Oracle Cloud architecture, data models, customizations, and integrations. •Lead end-to-end solution development for Oracle Fusion Cloud, ensuring it aligns with business objectives and technical requirements. •Provide technical leadership and guidance throughout the project lifecycle, from planning and design to implementation and post-implementation support. •Establish and enforce technical guidelines, development standards, and governance for Oracle Fusion applications. •Communicate and lead client’s through process improvements using industry best practices. •Own scope by identifying and proposing change requests. Technical Leadership: •Collaborate, and foster a collaborative and innovating work environment, with business and technical stakeholders to understand requirements and translate them into robust Oracle Fusion Cloud solutions. •Act as a subject matter expert in Oracle Cloud technologies and liaison between business, functional, and technical teams to ensure seamless integration. •Mentor and guide developers and other team members in the implementation of Oracle Fusion solutions. Integration & Customization: •Architect and convey to the development team to implement extensions to Oracle Fusion Cloud to meet specific business needs •Design and oversee complex integration solutions between Oracle Fusion Cloud and other third-party systems. Continuous Improvement & Innovation: •Stay updated on Oracle Fusion Cloud product releases, new features, and industry trends. •Innovate and provide recommendations for continuous improvement, optimization, and the adoption of new tools and technologies for the Highstreet NexTech Lab. Position Requirements: •At least 10+ years of Oracle experience •Proven experience in designing and implementing Oracle Fusion Cloud solutions. •Experience with project cost allocation, cost collection, revenue recording and P&L calculations. •Demonstrable knowledge of Fund (Grant) Accounting concepts as they apply to Public Sector •Extensive Project Manufacturing experience considered •Experience as a resource in the implementation full lifecycle of at least 3 Oracle Cloud implementations and supporting with hands-on configurations. •Prefer experience in a lead role on at least two Oracle Cloud Grants implementation project •Excellent communication skills and ability to develop and mentor. •Experience in gathering and documenting business requirements, leading fit-gap analysis conference room pilots (CRP’s) functional configuration, testing, client user training. •Strong problem-solving skills and the ability to troubleshoot complex technical issues. •Ability to lead multiple assignments and with support from Highstreet’s offshore functional and technical staff Preferred Experience: •US Public Sector, K-12 and Higher Education experience strongly preferred •Oracle Cloud Grants release 19+ •Experience with core Financials