Mission of the Role To build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ career-first, ROI-driven approach, and scheduling qualified partnership meetings. This role fuels strategic alliances that drive long-term client referrals. Core Responsibilities Outbound Prospecting (Primary Function) - Conduct daily cold calls to financial advisors, RIAs, wealth managers, and planners - Identify firms serving families with high school–aged children - Navigate gatekeepers and decision-makers Conversation & Positioning - Lead with insights that resonate with advisors: - Rising college costs - Student debt impact on family wealth - Lack of career clarity in traditional planning - Clearly articulate Pathfinders’ differentiator: - We start with career outcomes first - Then align education + financial ROI Appointment Setting - Schedule introductory partnership meetings with Pathfinders leadership - Qualify advisors based on: - Client demographic fit - Interest in value-added services - Openness to collaboration CRM & Pipeline Management - Track all outreach activity - Maintain notes on conversations and follow-ups - Execute consistent follow-up cadence Key Performance Indicators (KPIs) - Calls per day/week - Conversations with qualified advisors - Meetings scheduled - Meeting show rate - Partnership conversions

• Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs • Proactively monitor portfolio risk, identifying industry trends and economic factors impacting credit quality. • Serve as a strategic partner to sales and senior leadership, offering expertise in credit negotiations and deal execution. • Work directly with clients, legal counsel, and internal teams to structure and negotiate credit agreements. • Mentor junior credit professionals, providing training and leadership in credit risk best practices. • Proactively identifies and raises to senior leadership improvement areas in credit processes and procedures. • Uses independent judgement and discretion to make decisions regarding assigned portfolio.

C5MI is not your typical consulting firm. We are a high-performance team of SAP and supply chain experts who solve complex, mission critical challenges for organizations that cannot afford failure. We hire consultants who thrive in complexity, move fast, take ownership, and deliver under pressure. At C5MI, you will not be siloed or stuck in theory. You will be hands on, client facing, and directly influencing outcomes that matter. Our culture rewards initiative, accountability, and continuous growth. This is a place where your expertise is valued, your work is meaningful, and your performance truly matters. If you’re energized by learning through real-world challenges, collaborating with top-tier talent, and expanding your capabilities every day, C5MI is where strong consultants level up. Position Summary: The Senior Financial Planning and Analysis Manager will direct and manage the Financial Planning and Analysis (FP&A) function in support of C5MI and DC Capital Partners and its long-term objectives. This includes aggregating and reporting financial data to executive management and private equity stakeholders. This individual will lead the annual long-range financial operating plan process, conduct variance analysis, monitor indirect spend, and will spend time both “in the weeds” and with the “big picture,” requiring a keen attention to detail and exceptional analytical skills. They must take initiative and be able to think critically and independently to determine approaches and develop solutions, using sound judgment to make decisions. This individual must be able to manage multiple priorities and meet deadlines and be willing to work extended hours as needed to meet critical deadlines. Essential Functions and Responsibilities: - Lead and manage all finance functions (planning, budgeting, forecasting, and financial reporting) for C5MI. - Leads and develops detailed bottoms-up annual long range financial operating plan, including but not limited to preparing and communicating the schedule, managing budget templates, and ensuring the team meets the prescribed budget schedule. Prepare monthly actual-to-plan variance analysis. - Review and approve all program/project month-end close accruals/adjustments prior to submission to accounting team; validates the integrity of the monthly financial results; and prepares forecast-to-actual variance analysis. - Prepare and review detailed program/project estimates-to-complete for accuracy, documents revenue recognition methodology. Ensure EACs and ETCs are accurate and provide the appropriate level of detailed support. - Direct and/or perform program/project in-depth analysis to determine potential cost savings/efficiencies to maximize financial performance. - Monitor program/project costs and processes to ensure compliance with government and customer requirements. - Work with the Program Managers, Directors, and various operations personnel to provide finance expertise throughout the lifecycle of the engagements. - Perform indirect rate and wrap rate analysis. - Track and manage indirect rate spend plans and forecasting. - Conduct complex financial analysis (variance analysis, risk analysis, profit/loss analysis, etc.) as required. - Work closely with the CFO, ensuring they are always apprised and up to date on the financial status of all programs and overall financial performance of the company. - Assist with analysis of price proposals and supporting documentation in accordance with government RFPs and company policies. - Assist in the preparation of financial presentations to senior management. - Prepare Annual Forward Pricing Rate Proposal (FPRP) and Provisional Billing Rates when/if required. - Perform non-routine analysis and prepare non-routine financial reports when required. - Ensure compliance with internal procedures and governmental procurement regulations. - Foster a high-performance culture, promoting teamwork, collaboration, and professional development. - Adhere to all certified processes as part of our commitment to maintaining the highest standards of quality and information security, which includes actively participating in quality assurance activities and ensuring the protection of sensitive information in accordance with our security policies. - Perform other related tasks as assigned. Required/Desired Qualifications: - Bachelor’s degree in Finance, Accounting, Business Administration. - 10+ years of experience in Financial Planning & Analysis and government contracting finance/project accounting, and at least 5 years in a managerial role. - A minimum of 5 years of recent and relevant U.S. Government contracting industry experience. - Intermediate or expert knowledge of FAR, CAS, DFARS, and other applicable government regulations. - Knowledge of revenue recognition. - Minimum of 5 years of hands-on Project-Based ERP system (ex: Deltek Costpoint or Unanet) experience. - Extensive understanding of indirect cost pool/rate structures. - Experience preparing U.S. Federal Government proposal pricing and pricing techniques in the Federal Contracting environment. - Experience working with program control techniques in the Federal Contracting environment. - Extensive financial modeling experience. - Must be a U.S. citizen Compensation: In accordance with pay transparency law, the expected salary range for this position is $145,000 – $180,000 annually. The actual compensation offered will be determined based on factors such as the candidate’s experience, qualifications, skills, and location. We are committed to fair and equitable compensation practices. This posted range reflects our good faith estimate of the compensation we reasonably expect to offer for this role at the time of posting. We anticipate this job posting will be posted until 05/04/2026. Benefits: C5MI offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: C5MI Benefits Our employees are key to our success, so we strive to be more than just a team; we’re a community built upon a set of Core Values that guide our every action: - Challenge – We believe in challenging the present – it’s the only way to shape the future. We must be exceptional communicators and collaborators while always learning. We also understand that speaking your mind requires equal parts brain (what to say), thoughtfulness (when to say it), and caring (how it’s said). Incremental won’t win. - Have Fun – We are on a journey, together. Take care of your family, take care of yourself, and take care of each other. Live your happiness. Stay human, take care of each other and invest in your community. Life isn’t all about work. Live your happiness. Be healthy. - All In – You can’t fake passion – show your energy. Own it – take charge and lead. Our team is made up of top quartile talent and we never accept second best. Accountability, trust, and integrity create an environment to realize the team’s true potential. - Never Forget the Customer – We have walked a mile in your shoes. Experience matters. We drive innovation to generate business value. Be true – no BS. - GSD (Get Stuff Done) – We take initiative and never make excuses. We act with urgency, and we delivery high quality outcomes with extreme velocity. We embrace process discipline, drive continuous improvement, and stay audit ready. We relentlessly execute and plan for tomorrow by creating sustainable outcomes. That is how we win! - Empower – Our people are the foundation for our success. We recognize their value, and support them by fostering a culture of collaboration and innovation. We recognize individual strengths, build confidence through action, and invest in personal development. How to Apply: To apply for this position, use the application link provided in this job posting and complete the application and submit a resume. If the position requires a specific certification, please be sure to upload a copy of your certification when you apply. If you would like to be considered for employment opportunities with C5MI and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (904) 431-7922 or send us an email here or speak with your recruiter. C5MI is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

• Build and evolve the FinOps Data Lake, integrating Cost and Usage Report (CUR) data from multiple AWS accounts and other providers. • Create dashboards and executive analyses in Amazon QuickSight or other data visualization tools, providing a consolidated view of cost, revenue, and budget. • Define and maintain cost allocation rules (showback/chargeback) by business unit, environment, and business group. • Support technical teams in identifying cost optimization opportunities. • Act as a bridge between Engineering and Finance, translating technical metrics into financial impacts for executive leadership.