• Generate and update financial plans for prospective clients in planning software • Analyze and recommend investment portfolios for clients • Perform tax impact analysis for client portfolios changes • Coordinate all prospect and client meetings and meeting agendas • Manage and track client follow-up tasks • Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

• Support the development of the financial plan and financial reporting for Peak Altitude • Manage the process to ensure timely and accurate reporting of financial results for Peak Altitude • Keep up to date with accounting regulations and guidance and ensure Peak Altitude is in compliance with guidance • Identify relevant GAAP accounting standards for financial reporting, purchase accounting and integration activities to ensure accurate accounting policies and processes are established and/or maintained • Assist with requests of both internal and external auditors • Establish strong working relationships with PDE finance and other senior leader(s) to promote transparency in financial reporting • Assist with ad hoc requests and other duties related to financial reporting and analysis, as assigned • Support the Finance Department’s due diligence process for potential acquisition opportunities identified for the Peak Altitude • Advise and/or support PDE to transition from cash to GAAP accounting, as applicable • Evaluate data and process needs to ensure accurate and complete financial reporting for PDE and Peak Altitude • Liaison with F&G FP&A, Treasury, Financial Reporting, and Tax to ensure all F&G financial reporting needs are met for all PDE • Collaborate with F&G Internal Audit & Financial Controls to identify and implement, as necessary, an internal control framework around the financial reporting process of the PDE and within Peak Altitude • Work with F&G Accounting and IT departments along with PDE to ensure proper financial reporting data flow • Advise in the development of process improvements (e.g., use of technology to drive automation) and efficiencies for flexible, scalable and accurate processes • Develop and manage timelines for an efficient, comprehensive process to produce financial projections and budget amounts for each PDE • In partnership with the Director, Peak Altitude Finance, hold providers of plan deliverables accountable for delivery on a timely basis • Manage the process for the production and distribution of aggregated GAAP projections and analysis across all PDE, considering material nonpublic information (MNPI) requirements • Establish a comprehensive understanding of key business performance drivers • Understand expense drivers for Peak Altitude as well as for each PDE and represent projected expenses accurately in the plan

• Provide data driven, provocative analytics for all financials metrics and connect with operational analysis for outages to manage risk • Provide financial reporting, estimating, closing support & support operational rhythms including Functional Monthly Operating Reviews (MOR) and Finance MORs • Support presentations (Long-range Forecast, Budget, Early Reads, etc.) required to communicate financial position and strategic initiatives • Own consolidation & reporting of entire financial case such as commercial and cash • Lead & support initiatives like outage cost visibility to drive impactful change to business performance and financials • Lead FP&A initiatives across Services finance focused on creating standard work and driving simplification

• Proactively identify new business opportunities through networking, market research, and lead generation. • Work with existing and establish new partnerships, technology alliances for implementation services. • Act as a key individual in scaling up the US business for Lendscape. • Develop a robust sales pipeline and ensure steady growth. • Build and maintain strong, long-lasting client relationships. • Understand customer needs and offer solutions and support that meet their individual business goals. • Develop and execute strategic plans to achieve sales targets and expand our customer base. • Customize sales tactics and presentations to better target the needs and interests of specific clients. • Stay abreast of industry trends, market activities, and competitors’ strategies. • Utilise knowledge to develop competitive and innovative sales solutions. • Work closely with marketing, product development, and customer service teams to ensure consistent brand messaging and customer satisfaction. • Monitor sales performance metrics and analyse data to understand effectiveness and areas for improvement. • Report on forces influencing the market and sales achievements.