• Own Company-Wide Planning Processes • Lead the company’s forecasting, annual planning, and long-range planning processes • Manage planning timelines and coordinate inputs across Finance and business teams • Partner closely with Accounting to ensure alignment between actuals, forecasts, and reporting • Drive consistency, transparency, and alignment across planning outputs • Deliver Executive Reporting & Insights • Consolidate forecasts and actuals across the business into a clear, cohesive view of performance • Develop executive-ready reporting packages with key drivers, variance analysis, and forward-looking insights • Connect the dots across teams to tell a clear story of what’s happening in the business and why • Continuously improve reporting to focus on the metrics and insights that matter most • Lead Corporate Cost Forecasting • Own forecasting and analysis for company-wide cost areas including compensation programs, benefits, and other corporate expenses • Partner with HR and other corporate functions to manage budgets, track performance, and drive accountability to financial targets • Help build scalable processes and frameworks for expense planning, improving visibility and accuracy • Enhance FP&A Systems • Serve as the subject-matter-expert for our FP&A tool, driving enhancements to improve forecasting, reporting, and usability • Identify opportunities to automate processes, improve visibility into assumptions, and enable more driver-based planning • Partner with internal stakeholders and external consultants to implement system improvements and best practices • Build Financial Models & Support Decision-Making • Develop and maintain balance sheet and cash flow forecasts to support decision making • Enhance the company’s long-range financial model and support scenario analysis • Provide analytical support for key business decisions and initiatives • Drive Process Improvement • Identify opportunities to streamline and automate FP&A processes • Help establish scalable planning and reporting cadences across the organization • Support broader Finance transformation initiatives

Title: Senior Underwriter, Inland Marine Location: Remote United States Job Description: Description This is a ranged posting and level offered will be based on candidate experience at manager discretion. Ideal candidate will live and work remotely in AZ, NV, CO, NM, UT, MT, ID or WA with travel to AZ for in person agency visits Great underwriters know how to balance data analytics with human intuition. If you like both quantitative and qualitative reasoning, enjoy the challenge and autonomy of managing your own accounts-at a company that offers competitive compensation and benefits, then consider joining the underwriting department at Liberty Mutual. As an Inland Marine Underwriter in property casualty insurance, you'll develop, grow and maintain diversified books of business while working closely with agents and brokers to assess risks, determine premiums, set conditions and negotiate deals that maximize profitability and meet business goals. We encourage you to apply and bring your expertise if you're a: - Strategic Account Manager: As part of your portfolio strategy, you'll ensure a profitable Inland Marine book of business by writing new accounts and growing successful agent and broker relationships and pursuing renewals - Problem solver: You'll crunch the numbers and review the data to determine risk selection, premiums, policies and conditions, as well as identify opportunities for improved growth, profit and diversification - Clear communicator: You'll maintain and nurture successful relationships with agents and brokers, while presenting proposals, negotiating deals and obtaining approvals - Collaborative teammate: Contributing to overall team success, you'll mentor underwriters in both a technical and professional capacity-sharing best practices and identifying opportunities for continuous improvement - Conscientious professional: Understanding that the deal isn't done until the paperwork is complete, you'll document account reviews, state-compliant sign-offs and referrals, letters of authority and follow underwriting guidelines Qualifications Experience - 3-5+ years of relevant experience - Experience with multi-line insurance products. Inland Marine experience is preferred. Skills - Analytical, problem-solving capabilities - Strong territory management skills - Excellent communication skills - An aptitude for building rewarding relationships with agents and brokers, peer underwriters, underwriting assistants, and junior underwriters Knowledge - Command of insurance finance and actuarial concepts - Thorough knowledge of commercial insurance products, underwriting, risk selection, pricing and marketplaces, as well as regulatory issues in relevant territories - Understanding of contract language, including regulatory and policy differences among applicable states - Familiarity with continuous improvement processes and tools Education - A bachelor's degree in a related field - Chartered Property Casual Underwriter or other professional insurance designation preferred About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices - California - Los Angeles Incorporated - Los Angeles Unincorporated - Philadelphia - San Francisco

• Perform bank reconciliations to ensure accuracy and completeness of financial records • Process wire transfers, including verifying transaction details and ensuring compliance with company policies • Review and process invoices, including verifying accuracy of charges and ensuring timely payment • Assist with month-end closing procedures, including preparing journal entries and account reconciliations • Prepare the daily Letter of Credit (LOC) reports, ensuring accuracy and timely distribution to stakeholders • Prepare monthly claims schedules and associated financial reporting in line with federal and internal reporting requirements • Provide support to the accounting team with various projects and initiatives • Ensure compliance with company policies and procedures, as well as relevant laws and regulations • Handle ad hoc requests as needed

• Own the annual operating plan, quarterly forecast, and long-range planning processes across all business functions • Partner with executive leadership and department heads to align financial plans with strategic priorities, headcount planning, and growth initiatives • Lead executive-level financial reviews, delivering clear narratives on performance, risks, and opportunities • Own preparation and review of monthly and quarterly management reporting packages for senior leadership and the Board • Drive deep analysis of revenue, gross margin, operating expenses, and EBITDA across the full P&L • Provide early monthly "first-glance" estimates of revenue, margin, and EBITDA based on available consumption, marketplace, and operational data • Analyze variances vs plan, forecast, and prior periods; clearly articulate drivers and corrective actions • Track profitability at multiple levels, including customer, service, platform, region, and cost center • Own and oversee ASC 606 and ASC 340 compliance across all revenue streams, in close partnership with Accounting • Review customer contracts and commercial arrangements to ensure accurate revenue recognition and financial reporting • Manage financial governance around credits, Partner Service Funds, and other incentive programs, ensuring proper approval, deferral, and accounting treatment • Partner closely with Accounting on monthly and quarterly close processes to ensure accuracy, timeliness, and control • Serve as the FP&A owner and power user of NetSuite, ensuring accurate financial data, reporting integrity, and scalable chart-of-accounts design • Lead enhancements to NetSuite planning, reporting, and integrations with upstream and downstream systems • Ensure strong financial controls, data governance, and audit readiness within NetSuite • Partner with Finance Systems and IT to automate reporting, improve data flows, and reduce manual processes • Own company-wide KPIs and dashboards, including ARR, Billings, Revenue, Margin, Retention, Headcount, and Unit Economics • Calculate and analyze Net Retention and Gross Retention at the platform and company level • Maintain detailed segmentation of revenue and cost data, driving increased granularity and insight over time • Utilize SQL and advanced analytics to support executive ad-hoc requests and strategic initiatives • Partner with Sales, Engineering & G&A teams on budget ownership, spend tracking, and ROI analysis • Maintain headcount and hiring plans in partnership with People and leadership teams • Track and analyze commission expense, accruals, and payout trends in coordination with Sales Ops and Accounting • Oversee tracking of commitments, credits, and obligations in partnership with Legal, Collections, and Operations • Lead, mentor, and develop a high-performing global FP&A team (build modern FP&A organization) • Establish best practices for forecasting, reporting, and financial analysis across the organization • Drive a culture of accountability, continuous improvement, and data-driven decision-making • Manage competing priorities while maintaining strong communication with executive stakeholders.