• Create and own Company forecast budget model for revenue, expenses, and cash flow • Oversee day-to-day accounting workflows in partnership with our third-party accounting firm • Ensure timely and accurate monthly closes, reconciliations, and financial reporting • Partner with leadership team on creating, implementing, and tracking functional budgets • Conduct financial & variance analyses on business performance, operational trends, and cost drivers to support decision-making and improve efficiency • Create dashboards and scorecards for Board and leadership team to track KPIs and performance

• Coach students who are struggling with motivation, grades, or program payments by helping them problem-solve and stay on track toward completing their training. • Provide timely support to our students successfully resolving inquiries using Front/HubSpot. • Answer phone calls from current and potential students in the program. • Respond to email, SMS, and social media inquiries from potential students. • Create and update help documentation that supports our students navigate frequently asked questions • Work 1:1 with students to help the stay on-track academically, meeting all requirements for graduation.

• Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors • Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs • Gather information through best interest interviews to understanding the participant’s situation and determine the best consolidation approach • Proactively reach out to new participants to Transamerica Employer plans • Educate on consolidation options and provide specialized assistance with plan enrollment • Hold retirement planning phone consultations with clients as requested • Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica • Work with relationship managers and fulfillment analysts to initiate product requests

• Lead the development of data- and insight-driven strategies that align with client business objectives • Serve as the primary strategic voice in client meetings • Foster a collaborative environment by building trust across internal teams • Coach and mentor Planning team members • Ensure the quality and consistency of all client-facing deliverables