• Hire, train, mentor, and develop 13 Financial Planners supporting Client Development. • Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals. • Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition. • Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management. • Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process. • Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration—where teams leverage their unique expertise to achieve collective success.

• The Finance Business Partner will play a strategic role in financial reporting, planning, analysis and decision-support, working across multiple business units. • This position partners closely with operational and commercial teams, providing financial insights that drive performance, efficiency and sustainable long-term growth. • Prepare and review financial statements, including the monthly close and account reconciliations. • Ensure all financial information is accurate, consistent and compliant with accounting and regulatory standards. • Participate in audits and fulfill compliance requirements, including the transition to IFRS. • Ensure tax compliance: support tax optimization reviews, manage processes for filing tax obligations, assist with audits and ensure adherence to applicable accounting and tax legislation. • Work with operational and commercial teams to turn financial analyses into actionable strategies. • Support business leaders with data-driven decisions related to pricing, budgeting, investments and cost optimization. • Challenge and influence strategic decisions, ensuring alignment with financial objectives and long-term growth. • Monitor and analyze KPIs, identifying risks and opportunities to improve performance. • Lead budget, forecast and variance analysis processes. • Prepare and present monthly management reports with key financial metrics, trends and performance drivers. • Support financial integration activities, including account mapping, implementation of reporting requirements and governance standards. • Ensure monthly reporting cadence, reviewing deliverables for completeness, quality and data accuracy.

• Support finance and cross-functional transformation projects by documenting and analyzing existing finance and business processes. • Assist in identifying opportunities to improve efficiency through automation, analytics, and responsible use of AI-enabled tools across Finance and other business functions. • Contribute to small-scale AI and automation initiatives, including testing tools, validating outputs, and documenting use cases and workflows. • Contribute to the build and maintenance of a company-wide AI use case library. • Support analysis, documentation, and presentation materials for ongoing finance and enterprise transformation initiatives. • Participate in team meetings and cross-functional working sessions to gain exposure to how teams adopt new tools and ways of working.

• Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members • Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures • Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments • Partner with the origination team to identify, evaluate, and help close target counterparties • Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing