• Conduct group and individual employee financial education meetings in English and Spanish • Serve as primary point of contact and lead financial education for plan participants • Provide prompt, courteous, and excellent service • Actively interact with clients and their employees to ensure we are delivering upon service expectations • Cross-sell all lines of business and services available at Wealthspire

• Handles support functions for client’s financial wellness program • Manages meeting input and tracks availability • Supports Financial Professionals with ongoing calendar of events • Produces promotional materials for scheduled events • Coordinates implementation calls and bi-weekly status calls

• Support client reporting requirements, including preparing protocol budget estimates and actual client spend schedules • Assist with the financial system setup for new customers, contract awards and pricing schedules • Prepare IRB invoices, review invoices for accuracy, distribute invoices, and perform other similar processes associated with the invoice-to-payments cycle • Prepare journal entries and updating of periodic financial close schedules • Respond to both internal business partner and external client inquiries • Preparation of periodic KPIs for management • Peer review of work performed by junior team members • Create ad hoc reporting as needed • Assist with acquisition related activities • Maintain databases to ensure data is up to date and accurate • Monitor shared mailbox; respond to invoice inquiries, credit memo requests, and fee schedule requests, etc. • Other duties as assigned

The Finance team’s goal is to be a trusted and collaborative partner to all the businesses and functional teams that we work with, bringing business acumen, financial expertise and insights to aid decision-making and deliver value to our stakeholders. We strive to generate value through providing specialist advice and making recommendations to optimize decision making, delivering transparent processes and implementing governance and controls to mitigate risk. Manager, FP&A Systems - Anaplan Let's talk about the team and you: The FP&A Systems and Analytics team is a key enabler to deliver Resmed Finance’s strategic vision of becoming a digitally driven team, where we provide forward looking insight, agile service, and transparent financial management. This team helps Resmed’s FP&A team to enable better, faster decision making through insight and transparency, as well as drive new digitally enabled ways of working. This role will primarily be focused on managing FP&A’s cloud-based planning tool, Anaplan. The right candidate for this role will have significant hands-on experience building and supporting complex financial planning models on the Anaplan platform. The role also supports the execution of the Anaplan roadmap with recommendations and actions for leveraging the Anaplan platform to fulfill business needs and drive process improvement. This role is internal customer facing, so you should be comfortable interacting with leadership within FP&A and other functions. Let’s talk about Responsibilities: - Partner with cross functional teams to understand requirements for enhancement requests to existing models or building new Anaplan models for FP&A use cases - Design, build, test, and deploy new features to existing complex Anaplan models using best practices - Build first class user experiences via Anaplan UX Apps and Pages, as well as Anaplan classic dashboards - Identify ways we can further leverage the Anaplan platform to automate and improve processes, reduce time to insight, and create a better planning experience for our user base - Configure and maintain Anaplan lists, modules, dashboards, actions and other model settings - Keep up to date on Anaplan model building best practices, the latest features released, and build models in a consistent and organized fashion - Work with the IT team on the development of data integrations between Anaplan and source systems - Guarantee user success through the creation of user guides, short instructional videos, and conducting live training - Provide technical and functional support to end-users - Strive to expand the connected planning environment at Resmed Let’s talk about Preferred Qualifications and Experience: - Bachelor’s Degree in Finance, Accounting, Computer Science, or another applicable quantitative major - 4-6 years of experience building Anaplan models, including working with FP&A use cases - Level 2 Model Builder certification required; Level 3 Model Builder, Certified Solution Architect, or Master Anaplanner certification even better - Experience building in Polaris, and leveraging Workflow and Anaplan Data Orchestrator (ADO) - Ability to interface directly with business stakeholders and clearly communicate complex topics to non-technical individuals in an easy to understand format - Capable of building and maintaining complex data models from conceptualization to model development - Innovative out of the box thinker and problem solver - Ability to modify existing data models to incorporate new functionality while ensuring the integrity of the models is maintained - Ability to work independently in a fast-paced environment and manage multiple projects concurrently - Superior written and verbal communication skills - Solid understanding of finance and accounting concepts - Willingness to learn and ramp-up in new technologies and business functions Joining us is more than saying “yes” to making the world a healthier place. It’s discovering a career that’s challenging, supportive and inspiring. Where a culture driven by excellence helps you not only meet your goals, but also create new ones. We focus on creating a diverse and inclusive culture, encouraging individual expression in the workplace and thrive on the innovative ideas this generates. If this sounds like the workplace for you, apply now! We commit to respond to every applicant.