• Serve as a “Deal Lead” to assemble and lead all aspects of CDSI and cross-functional business teams and ensure appropriate resources are organized and aligned to support projects • Responsible for overall project management throughout the evaluation process across NDA, preliminary diligence, IOI/LOI, term development, definitive agreement, confirmatory diligence, closing and transition to the Integration Management Office (IMO) • Manage and lead transaction all aspects of diligence efforts, coordinating with internal business and functional leaders as well as external consultants and advisors • Perform deal analysis using advanced Excel modeling for financial projections and valuation analysis • Collaborate with internal and external subject matter experts to analyze diligence findings and adjust financial models accordingly • Present summaries and recommendations to Steering Committee or similar governance body as appropriate as well as executive leadership to gain alignment and support • Articulate clear rationale and risks associated with proposed transactions through presentation materials to provide recommendations to the executive team and the board of directors • Develop and evaluate new business models and concepts within targeted strategic areas of focus, as appropriate, including the formation of alliances, joint ventures and partnerships that enhance and leverage Enterprise assets and capabilities • Conduct rigorous analysis to provide deep insight and judgment which will inform and influence decisions around potential acquisitions, investments, and divestitures • Draft indications of interest, term sheets, board proposals/approvals and other related documents • Work extensively with internal team, business unit leadership, investment bankers and focused consulting advisors to cultivate and build trust-based relationships • Maintain exceptional expertise in valuation, financial modeling and business case support for deal thesis and criteria, as well as risk-based decision-making • Continually update the company’s deal management process, including continuous improvement initiatives regarding M&A tools and playbooks used to execute above mentioned activities by incorporating prior experiences and industry best practices across all key work streams

• 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