• Lead the annual budgeting and quarterly/monthly forecasting processes for the G&A functions (HR, Finance, Legal, Corporate overhead), including detailed personnel planning (headcount, compensation, benefits) and operating expenses. • Develop and maintain sophisticated financial models to support strategic G&A initiatives, resource allocation decisions, and long-range planning. • Conduct in-depth variance analysis comparing actual results to budget and forecast, providing clear, concise commentary on key drivers and trends to G&A leadership. • Manage the consolidation and reporting of G&A performance metrics for executive reviews. • Act as the primary finance business partner for the HR, Finance, and Legal department heads, advising on spending management, cost efficiency, and ROI of investments. • Identify, track, and report on cost-saving opportunities within G&A operations (e.g., vendor contracts, professional services, software licenses). • Review and approve purchase requisitions and vendor invoices for G&A spend, ensuring compliance with budget and company policies. • Analyze and monitor key operational metrics related to G&A efficiency (e.g., cost per employee, finance transaction costs) to drive continuous improvement. • Prepare monthly and quarterly financial review packages for G&A leadership and executive management. • Ensure the accuracy and integrity of financial data in the ERP and planning systems (Adaptive). • Drive continuous improvement in G&A reporting and analysis through automation and process refinement.

• 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.