Role Description In the Lead role, you will be equipped with foundational knowledge via our APM training program so you can hit the ground running. You will engage directly with clients across a variety of industries and growth stages. Our clients range from Series B/C startups to Fortune 500 enterprises. Day-to-day activities include the following: - Project Execution - Drive project delivery including: - Scoping and requirements gathering - Process evaluation and design - Technology evaluation and architecture - Project management - Change management - Spend approximately 70% of time hands-on building solutions and 30% engaging with the team and clients - Work with lean 2-3 person teams with other core team members and support from leadership - Lead or facilitate day-to-day client interactions including weekly retrospectives and standups - Solution Delivery - Data Foundations (Microsoft Fabric): design and build star-schema data warehouses, write SQL stored procedures for data transformations and forecast calculations, build and orchestrate data pipelines and dataflows, and connect source systems (ERP, CRM, HRIS, Snowflake, etc.) - Financial Modeling (Excel / M365): Build and maintain 3-statement models, headcount and financial forecasting templates, and financial outputs such as P&Ls, bridges, and BvAs. - BI & Reporting (Power BI): develop semantic models and design dashboards reports for Finance and executive stakeholders - Automation (Power Platform): build low-code/no-code apps and workflows to streamline planning inputs, approvals, and data collection - AI integration (Anthropic, OpenAI, Microsoft): Use AI tools daily as a core part of your workflow — coding assistants (Copilot, Claude, Cursor), conversational AI (ChatGPT, Claude Projects) for research, analysis, documentation, and model-building - Some travel may be involved but not more than 20% in total. Our team is majority US-based and we operate remotely as a baseline. Qualifications - Clients First: we adopt a spirit of service mentality for our clients and operate based on their needs, timeline, and resources. - Dual Threat: we combine both business acumen and technical expertise and enjoy being hands-on at all levels. - Relentless Quality: we take the time to do things the right way the first time and set the standard with our work. - Growth Mindset: we are constantly learning new things to keep up with the pace of innovation and the evolving needs of our clients. - Shared Success: we operate as one unit as opposed to a collection of individuals. - Execution-Oriented: we roll up our sleeves and get stuff done at all levels and are not constrained by traditional role definitions. - Extreme Ownership: we take full responsibility for outcomes - owning every decision, action, and result without deflection or blame. - 4–6 years of professional experience blending finance domain knowledge with hands-on technical delivery — ideally a combination of FP&A experience and direct involvement in building or configuring planning systems, data models, or financial reporting solutions - Hands-on building experience with at least one CPM platform (Anaplan, Pigment, Oracle EPM, Workday Adaptive, etc.) with established understanding of multi-dimensional forecasting engines and source system integrations. - Proficient in SQL — comfortable writing CTEs, window functions, and stored procedures, and capable of designing star-schema dimensional models independently. - Established Excel financial modeling skills, including experience building or maintaining 3-statement models, headcount forecasts, or budgets with a solid understanding of the underlying accounting and driver logic - Active, daily AI user — leveraging tools like Claude Code/Cowork, ChatGPT, or Cursor as part of a professional workflow for coding, analysis, research, or documentation. - Effective communicator, comfortable presenting to VP/CFO-level stakeholders and communicating complex subjects. Requirements - Bachelor’s Degree (business or finance degree a plus) - US Work Authorization - Locations: CA, AZ, IL, OH, TN, NY, MA preferred Benefits - Base salary: $130,000 - Performance bonus: 15-30% of salary (semiannual) - Profit-sharing: Yes - Equity: Yes (options) - Remote stipend - Health insurance plans (50% employer covered) - 401(k) (no match) - Flexible time off - Training and professional development

Title: AVP Underwriter - D&O locations Remote time type Full time job requisition id JR101385 - Examination & analyzing of submissions forwarded to Core Specialty by broker partners to determine if the risk is a targeted class of business and subsequently to determine appropriate limits, pricing & terms that will provide Core Specialty with adequate underwriting profit on each risk. Key Accountabilities/Deliverables: - Execution of D&O business plans and objectives including: - Build Core Specialty’s reputation and presence in the product liability market - Provide prompt and accurate customer service on policy transactions - Ensure all risks considered and bound are within delegated authority, underwriting standards, risk selection, peer review and pricing methodologies - Provide documented evidence of underwriting activities and decisions in files as required - Support Company and Department goals and objectives - Build Core Specialty’s relationships with our broker partners - In addition to the above key responsibilities, you may be required to undertake other duties from time to time as the Company may reasonably require. - Carry out duties within our internal policies and procedures in accordance with applicable law, rules, regulation, good governance and Core Specialty’s shared values, including putting clients at the heart of our business. Technical Knowledge and Understanding: - Strong knowledge of Private D&O underwriting industry - Knowledge of Private D&O underwriting practices, coverage & pricing/rating methodologies - Strong knowledge of producer & competitor marketplace - Strong knowledge of targeted industries - Strong knowledge of insurance company operations - Solid understanding of policy wordings and clauses - Up-to-date knowledge of the insurance market environment Experience: - Bachelor’s degree or equivalent relevant experience - Industry designation such as RPLU or similar is a plus - Ability to travel monthly within the region to meet assigned brokers in the region - 5 Plus years’ experience in D&O Underwriting The expected pay range for the role is $125,000 - $175,000. The specific offer will depend on an applicant’s skills, experiences, and exam progress. The disclosed pay range estimate may also be adjusted for the applicable geographic differential for the location in which the position is filled. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over work authorization sponsorship now or in the future for this position. #LI-Remote - At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program

• Lead global government affairs strategy across the U.S. and international markets (NORAM, EMEA, APAC, Middle East) • Build and maintain senior relationships with policymakers, education leaders, and regulatory bodies • Shape policy and regulatory environments across edtech, credentialing, accreditation, and workforce readiness • Anticipate and respond to legislative and regulatory developments impacting the business • Increase win rates in complex system deals and strategic enterprise accounts • Create funding and policy conditions that enable acquisition and expansion • Provide executive-level air cover to advance high-priority pursuits • Accelerate deal cycles from award through signature and launch • Partner with Business Units (K-12, Higher Ed, International, Parchment) to improve performance on strategic opportunities • Lead and scale a global team across the Strategic Growth business unit • Act as a core contributor in pipeline and forecast reviews, bringing visibility to influence, risk mitigation, and deal acceleration • Partner cross-functionally with Sales, Marketing, Legal, and Product to align strategy and execution • Deliver enablement resources and thought leadership to elevate field effectiveness • Identify and unlock new markets and growth opportunities globally • Expand Instructure’s presence as a trusted, mission-driven leader • Oversee international strategy including grant-funded initiatives, embassy partnerships, and multinational collaborations

• Prospect for new clients within and assigned territory to achieve sales goals. • Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry. • Develop plan sponsor relationships through direct meetings with key contacts. • Participate in proactive marketing campaigns. • Manage a territory of target prospects.