Job Title: Financial Planning & Analysis Leader Operating Company: Air Control Concepts, LLC. Job Location: Remote in TN/VA or PA FLSA Status: Exempt About: AIR Control Concepts, LLC. is a global platform of premier HVAC, electrical, & controls organizations operating across North America - now expanding into Europe, the Middle East, and Africa. Each company within the AIR family maintains its local culture and customer relationships, while gaining access to shared resources, advanced technology, strategic capital, and operational expertise. Website: AIR Control Concepts | HVAC Partnerships, Growth & Support Across North America Description: The Regional FP&A (Financial Planning & Analysis) Leader plays a critical role in shaping the financial visibility and performance management framework for one or more regions within AIR Control Concepts, a multi-billion-dollar national platform comprising 50+ operating companies. This role is both strategic and foundational: it not only supports ongoing reporting, forecasting, KPI analysis, and planning cycles, but also plays a leading role in building, standardizing, and maturing the FP&A function across regions. Because much of the FP&A infrastructure is new or evolving, the Regional FP&A Leader will help define the structure, tools, cadence, models, and standardized reporting packages that will ultimately span the entire platform. This individual partners with the field, operations, accounting, and corporate leadership to provide insight-driven analysis and ensure that financial and operational performance is clearly understood, consistent across regions, and connected to decision-making and planning. Essential Duties & Responsibilities: Regional Reporting & Analysis (Multi-Region Support): - Prepare and consolidate monthly, quarterly, and annual regional reporting packages across one or more regions. - Deliver analysis of P&L, balance sheet, and cash flow results under US GAAP (and IFRS where applicable). - Develop clear performance narratives with insight into drivers, trends, and variances. - Build reporting consistency across regions—standard templates, KPIs, definitions, and review cadence. Budgeting, Forecasting, & Long-Range Planning: - Lead the annual budget cycle for all assigned regions. - Own monthly and quarterly forecast updates, ensuring assumptions are vetted and aligned across regions. - Build scalable, region-focused forecasting models that can be reused and adapted as the platform grows. - Partner with operating leaders to strengthen forecasting accuracy and accountability. 13-Week Cash Flow Forecasting: - Prepare and maintain 13-week cash forecasts for multiple entities and multiple regions. - Identify liquidity risks, timing challenges, and working capital needs. - Coordinate with Treasury, RFCs, and RFLs to ensure accurate cash forecasting inputs. KPI Tracking, Insights, & Performance Management: - Develop and maintain KPI dashboards across all assigned regions—revenue, margins, labor, overhead, cash, DSO, DPO, job mix, etc. - Analyze operational and financial drivers to identify actionable trends. - Support RFLs and regional leadership teams with insight that informs pricing, labor decisions, operational planning, and financial priorities. - Standardize KPI definitions and reporting across all regions. Business Partnering Across Finance & Operations: - Act as a strategic finance partner to Regional Finance Leaders and regional operations teams. - Support leaders in understanding financial results, drivers, and improvement opportunities. - Build strong working relationships with Corporate FP&A, Corporate Accounting, and regional controllers. - Communicate complex financial information in a clear, non-technical way to operational leaders. Sales Operations & Variable Compensation: - Provide insights into sales productivity, pricing trends, hit rates, and revenue mix. - Contribute to designing and refining standardized sales compensation models across regions as the platform matures. Integrating Newly Acquired Companies: - Bring acquired companies into the FP&A ecosystem by: - establishing reporting formats & review packages - onboarding them into forecasting & budgeting processes - aligning KPIs & performance metrics - helping them adopt standardized FP&A tools and cadence - Identify early performance opportunities and integration challenges. Standardization, Process Buildout, & Continuous Improvement: Because FP&A is still being built across the platform, this role includes: - Establishing standard templates, processes, and reporting structures for all regions. - Creating scalable models, KPI dashboards, and automated workflows. - Improving data quality, structures, and visibility across systems and teams. - Driving Finance Transformation workstreams related to reporting, analytics, forecasting, and planning. - Supporting systems implementation, tool selection, and future-state integration. - Identifying operational and financial improvement opportunities. - Completing ad hoc projects, analyses, and strategic initiatives. Experience & Requirements: - Bachelor’s degree in Accounting, Finance, Business, or related field. - 8+ years of FP&A, financial reporting, or analytical experience, ideally in multi-entity or operational settings. - Strong understanding of GAAP fundamentals; IFRS exposure a plus. - Experience supporting budgeting, forecasting, KPI reporting, and cash flow modeling. - Expertise building financial models and dashboards (Excel required; BI/Consolidation tools a plus). - Experience in multi-region, multi-entity, or acquisitive environments strongly preferred. - Ability to navigate ambiguity and build structure where structure does not yet exist. - Excellent communication skills—able to work with both accounting teams and field/operational leaders. - Experience supporting sales incentive compensation programs strongly preferred. Benefits: We offer a competitive and comprehensive benefits package, including: - Health & Wellness – Medical, dental, vision, and life insurance coverage to support your well-being.  - Financial Security – 401(k) retirement plan with company match and short/long-term disability coverage.  - Work-Life Balance – Paid time off (PTO), paid holidays, and an employee assistance program (EAP).  - Professional Development – Ongoing training opportunities and support for continuing education. AIR Control Concepts LLC. Is Equal Opportunity Employer.

Symetra has an exciting new opportunity to join our team as a Stop Loss Underwriter! About the role In this role you will be responsible for risk-based underwriting of new and/or existing accounts. You’ll be accountable for the achievement of profit, persistency, and growth goals through financial analysis of employer groups. What you will do - Determine level of risk based on established guidelines. - Analyze information on past claim history and other standard criteria. - Determine needed rate level using multiple tools, including a medical evaluation of ongoing large claimant concerns. - Develop and determine appropriate aggregate factors. - Release final rates and factors. - Accountable for profitability and all risk-based decisions. - Block Management: Manage Performance of New and/or Existing Accounts for assigned territories in the following areas: - Target final effective renewal rate increases - Close ratio - Case premium persistency - Billed to manual ratio - Quote turnaround time - Provide competitive feedback on rates/factors and products to management. Recommend improvements in underwriting and marketing strategies. - Participate in underwriting projects and cross training initiatives. - Daily interaction with agents, field staff, marketing reps and other underwriters to maintain consistency and support department workflow. - Build and maintain excellent client, rep, TPA and internal personnel relations. Why Work at Symetra Here’s what some of our employees have to say about why they work at Symetra: "Join. It's that simple. You won't find a better company that can draw out your potential in ways you didn't know you had." - Andrew H., Associate Underwriter “Symetra is truly a great place to work. The positive work climate, strong sense of team, and the resources available make it feel like one cohesive family. What stands out most to me is the company’s deep commitment to diversity, equity, and inclusion—it’s not just a statement, it’s an active and ongoing priority that’s felt throughout the organization.” -Charlotte G., Sr. Underwriter - Consultant Stop Loss What we offer you Benefits and Perks We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. - Flexible full-time or hybrid telecommuting arrangements - Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% - Paid time away including vacation and sick time, flex days and ten paid holidays - Give back to your community and double your impact through our company matching - Want more details? Check out our Symetra Benefits Overview Compensation Salary Range: $72,700 – $121,000 plus eligibility for annual bonus program Who You Are - High School Diploma Required. Bachelor's Degree or equivalent combination of education and work experience highly preferred. - 1-2 years of Stop Loss risk based underwriting experience required. - Sound Knowledge of Stop Loss products/pricing. - Solid knowledge of the underwriting field and understanding of Employee Benefit Plans. - Strong analytical and technical skills. - Strong decision-making skills. - Effective interpersonal and negotiation skills. - Service and sales oriented. - Excellent written and verbal communication skills. - Strong teamwork orientation. - Presentation skills. - Working towards HIA, MHP, or CEBS designation a plus. - Solid understanding of Microsoft Office Products. We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: https://symetra.eightfold.ai/careers Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: - Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." - Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. - Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: - Disqualification from the recruitment process - Withdrawal of a job offer - Termination of employment and other criminal and/or civil remedies, if fraud is discovered

• Consult with patients regarding their benefits, coverage and financial options • Perform aspects of benefit verification and prior authorization • Provide ongoing financial education and assistance to our patients • Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information

Role Description As an Intermediate Underwriter, you’ll play a crucial role in supporting our underwriting team by: - Evaluating and underwriting moderately complex, high-value property and casualty insurance risks in line with company guidelines and risk appetite. - Conducting strategic risk assessments and leveraging market research to inform underwriting decisions. - Building and maintaining strong relationships with brokers and internal stakeholders to support business development. - Mentoring junior underwriters and providing expert guidance to support team capability and consistency. - Representing the company at industry events and ensuring underwriting practices stay aligned with evolving regulations and market trends. Qualifications - Minimum of 3-5 years of progressive underwriting experience within property and casualty insurance sectors. - Strong understanding of risk analysis, pricing strategies, and product development across key segments such as property and casualty insurance. - In-depth knowledge of risk selection methodologies, insurance contracts, rating models, and sources of risk information. - Working knowledge of related areas including claims, risk management, and accounting to enhance underwriting decisions. - Deep familiarity with underwriting philosophies, statutory constraints, technical manuals, and rating programs. - Proficient in Microsoft Office Suite and relevant underwriting systems (e.g., Guidewire), with the ability to adapt to new technologies. - Proven ability to establish and maintain professional, long-term relationships with brokers and internal partners. - Skilled at working with internal teams and brokers to deliver excellent service and optimal underwriting outcomes. - Self-motivated and proactive in identifying and capitalizing on new business opportunities with brokers. - Attentive listener with the ability to respond to broker needs clearly and professionally. - Demonstrated leadership skills, with experience in training, mentoring, and guiding team members. - Strong analytical capabilities, with a proven track record of assessing and managing risks effectively. - Successful history of developing and implementing impactful underwriting strategies. - Consistently applies accuracy, thoroughness, and meticulousness in all aspects of work. - Ability to work independently while effectively collaborating within a team environment. - Open to change, with a focus on continuous improvement and personal development. - Bachelor’s degree in finance, business, or a related field or an equivalent combination of education and experience. - CIP designation completed, actively in progress, or willing to work towards. Requirements - This is an 18-month fixed-term opportunity supporting team continuity. - The targeted pay range for this position in Alberta is $64,000 - $80,000 CAD / Annual. - Remote within Canada, with required availability during Mountain Time Zone working hours. Benefits - Competitive salary and incentive plan. - Comprehensive health benefits. - Pension plan. - Generous paid time off, including personal days. - Access to diverse learning resources and tuition reimbursement for relevant programs. - Flexible work environment with options for remote, in-office, and hybrid arrangements. - Supportive and diverse team culture that embraces inclusivity and belonging. - Opportunity to align with an organization committed to making a difference in communities.