• Reporting into the Chief Financial Officer • Work with CFO to create pricing strategy for the bid • Collaborate with the Operations team to gather data that may impact pricing, with timely and effective communication • Develop functional relationships across the organization • Investigate activity cost factors and critical success factors to develop accurate and competitive costing frameworks • Create Bid pricing framework, customized to specific bid and tied to final bid pricing matrix from customer • Create pricing based on existing contracts, scope specifications, bid requirements and internal evaluation metrics • Highlight key assumptions and bid methodology for Management Review • Conduct review meetings and gain insights from Departmental Stakeholders that may influence pricing model • Finalize internal pricing upon completion of review • Translate pricing into the RFP Pricing Submission Matrix

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates • Interacts professionally and timely with internal and external clients via email, phone and in-person • Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards • Interacts with client executives and client managers to ensure work quality across all functions • Participates in and leads national initiatives, including development of tools and templates, documentation, and best practices • Assists with national and local office meetings, communicating information and updates • Leads complex technical work and strategic financial consulting regarding employee benefit plans • Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management • Drives local process improvements and supports innovation • Supports national initiatives to develop and maintain strategic underwriting and financial strategy tool development • Utilizes actuarial modeling tools in support of client work across the local book of business • Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction • Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events • Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation • Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms • Leads recommendations to client regarding renewal analysis • Utilizes actuarial models to assess changes to risk and plan structure • Negotiates with carriers based on client’s targeted goals • Maintains ongoing relationships with carrier and vendor partners • Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis • Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products • Develops and communicates self-funded IBNP analysis to client • Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals • Analyzes data for inconsistencies and trends • Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost • Builds and customizes reports to fit client needs • Prepares client presentations and presents in front of client as part of team with Client Executive, Client Manager, and various subject matter experts • In all aspects of client relationships, mentors financial strategists to support associate growth and local expertise development in emerging markets • Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements • Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

• Assist in monitoring and settling the company's financial obligations, as well as in billing and collections. • Execute financial investments in accordance with management's directives, aiming to maximize the return on the company's funds.

• BoxPower is seeking an FP&A Director to build and own the company's financial planning, analysis, and performance management function. • You will own the financial models, the annual budget, the operating forecast, and financial reporting that goes to the executive team and Board of Directors. • Own the design and build of financial forecast models supporting multiple scenarios. • Ensure application of ASC 606 revenue recognition across all project-based revenue streams. • Lead the annual budget process end-to-end, from kickoff through department negotiation to board approval. • Prepare the financial section of the quarterly board package for the Executive team's review. • Own investor data room and serve as primary finance point of contact for investors and lenders. • Assist in capital allocation framework and lead strategic option analysis for major business decisions. • Own the bottoms-up revenue forecast built from CRM pipeline data & BOM. • Set the roadmap for FP&A tooling and process maturity as the company scales.