• Financial Planning & Analysis (FP&A) is a strategic partner to Personal Lines leadership, providing insight and financial guidance that supports profitable growth, disciplined investment, and operational efficiency across Auto, Home, and Specialty products. • You will play a hands-on role in core FP&A activities including close, forecasting, planning, and initiative-based financial modeling. • Own monthly close activities for assigned Personal Lines cost centers, initiatives, and projects, including variance analysis, trend identification, and performance insights. • Develop a strong understanding of cost drivers and initiative performance, proactively identifying risks, opportunities, and emerging financial impacts. • Lead components of quarterly forecasts, annual operating plans, and multi-year outlooks for Personal Lines functions and strategic initiatives. • Prepare executive-ready reporting that highlights the financial performance and expected value of key Personal Lines initiatives. • Build and maintain financial models to evaluate the financial impact of Personal Lines projects, initiatives, and investments, including staffing, technology, process improvement, and growth initiatives. • Contribute to FP&A transformation efforts by strengthening initiative tracking, investment transparency, and analytical rigor.

• Responsible for supporting reimbursement operations through detailed financial analysis and system-based reporting • Prepares financial analysis in support of business, accounting, and financial processes • Works collaboratively with finance partners, operational teams, and other departments • Prepares financial analysis, reports, and/or accounting processes for assigned functions • Develops financial tools and templates to support business and financial processes, analytical capabilities, and activity tracking • Maintains appropriate documentation of analytical processes • Ensures that all work is performed in an auditable fashion • Continuously refines and automates department procedures to improve workflow efficiency • Develops strong finance and business partner relationships to understand needs and provide actionable analysis • Introduction to Medicare and Pennsylvania Medicaid cost reporting regulations, ensuring compliance with federal and state guidelines

• Build and maintain institutional-quality financial models in Excel • Underwrite acquisitions, developments, and repositioning strategies across multiple asset classes • Prepare Investment Committee memoranda and deal summaries • Design, build, and maintain AI agents or workflows to support: Deal screening and underwriting consistency • Assist with coordination tasks including: Scheduling internal and external meetings • Maintain clean deal documentation and version control • Collaborate with senior team members to embed AI tools into: Investment models, Operating playbooks, Asset management and reporting workflows

• Responsible for paying bills and maintaining bookkeeping & finances • Manage CEO’s inbox and oversee cash flow • Monitor Monthly Budget and add new employees to Gusto • Review and update company financial policies and SOP’s • Manage project timelines, resources, and milestones for successful outcomes • Handle payroll and tax-related documentation including W2’s and 1099’s