• Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success • Analyze and submit monthly financial reports for clients • Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls • Stay ahead of market trends to provide innovative solutions and recommendations • Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement

• Completion of monthly board packs & individual team reporting requirements • Responsible for collation of KPIs from various sources, both financial & non-financial • Assist in preparation of accurate budgets, forecasts, and long-range plans, incorporating both financial and non-financial KPIs aligned to Australian business strategy • Analyse key business drivers and competitor dynamics to uncover insights and trends • Ensure accuracy and completeness of revenue and cost reporting across business units • Handle and interpret large datasets in collaboration with our analytics and data science teams, turning data into actionable insights • Stay across automotive industry and digital marketplace trends, assessing potential risks and opportunities for the company in Australia

- Reviewing the submission of information from entities being assessed under a financial viability assessment process. This includes: - Confirming that the details provided by the Entity being assessed match the details provided by customers - Ensuring all relevant questions have been answered fully and correctly - Confirm that supporting documentation matches the correct formats and is accurate - Ensuring information provided is as up-to-date as possible and within acceptable timeframes - Attention to detail and the ability to quickly and accurately identify missing data are critical - Checking and reconciling the financial information provided. This involves the following: - Ensuring the Entity’s name matches the business name on the Financial Statements - Checking that the relevant and requested periods have been provided - Confirming that complete documents have been provided. This includes: - Full Profit and Loss and Trading Statement (if applicable) - Balance Sheet - Notes with breakdowns of accounts (if applicable) - Director’s Statement and Compilation Statement/Auditors Report (if applicable) - Reading through Notes/Accountant Statements/Auditor’s Report to ensure a complete understanding of the Financial Statements - Checking the reconciliation of the Balance Sheet to ensure that total figures are correctly calculated - Checking for the inclusion of all figures. - Confirming the reconciliation of income, expenses, and accounts across periods - Being comfortable in clearly and concisely highlighting any concerns or key points relevant to the assessment - Maintain high levels of accuracy and quality control in all work performed - Uploading and mapping financial information to the digital platform. This will include: - Extracting the relevant pages from the Financial Statements - Confirming that the digitisation is correct and all numbers and line items have been captured - Correctly and accurately map the different income, expenses, assets, liabilities, and equity accounts into their respective and relevant fields for assessment purposes - Complete a Google Sheet to upload the information to the platform for the assessment - This process requires understanding Australian Financial Statements and Corporate Structures, as well as the assessment process, to ensure relevant comments are made - Requesting clarifications and additional information from the entities being assessed - This will require the ability to communicate clearly and concisely via email with contacts at an Entity or Customer, including External Accountants, Internal Accounts Teams, Financial Managers, Chief Financial Officers, Company Directors, and Administrators - The ability to provide full details and context regarding discrepancies or gaps in the information provided, ensuring responses come through promptly, and additional communication is not required - Communicating With The Analyst Team - This is one of the most critical tasks, as it ensures that all relevant information is relayed and that the Analyst assessing the Entity is fully aware of any concerns or issues that may need further attention

Benefits: - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance Transition Your Leadership Experience into a Career in Financial Services with the Dorner District of Northwestern Mutual! Your ability to inspire others, develop people, and build meaningful relationships could make you an exceptional fit for a career in financial services. We are seeking leaders from diverse backgrounds, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, and healthcare, who are ready to elevate their leadership journey. - Leverage Your Leadership Strengths: Your experience guiding teams, communicating effectively, and solving problems has prepared you to educate clients, create personalized strategies, and lead them toward long-term financial success. - Build Meaningful Connections: Just as you’ve motivated and supported individuals in your previous roles, this career could allow you to form lifelong relationships while helping clients make confident financial decisions. - See the Impact of Your Leadership: You’ve helped people grow and reach their goals. In this role, you could directly see the impact of your leadership as clients and families gain lasting financial clarity and security. - Unlock Unlimited Growth Potential: Unlike traditional leadership roles, your growth here isn’t limited. Your drive and dedication determine your path, with opportunities for expanded leadership, business ownership, and truly unlimited earning potential. Our thriving offices are located: - 301 North Neil Street, Suite 501, Champaign, IL 61820 - 102 South East Street, Bloomington, IL 61701 - 410 Fayette, Peoria, IL 6160 Meet Our Team: Kurt Dorner, Managing Director: - Time with NM: 22 years - Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years. - Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for what’s possible today and enjoy the moments along the way. Jennifer Ronk, Director of Selection: - Time with NM: 3 years - Prior to: Built a career in the NBA and NFL, focusing on premium services and sales—courtside seating, club seats, and suites. - Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life that’s grounded, grateful, and well-balanced. Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management: - Time with NM: 13 years - Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college. - Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews. Nick Ryba, Financial Advisor: - Time with NM: 3 years - Prior to: Spent over 10 years in corporate account management and consulting roles—4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients. - Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family. Key Responsibilities: - Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. - Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. - Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. - Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. - Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: - Education: A bachelor's degree is preferred. - Experience: Previous experience in financial services, insurance or business development is beneficial but not required. - Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. - Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: - Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. - Income Potential: Competitive compensation structure including performance incentives, with no ceiling. - Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. - Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. - Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.