• Build financial models from scratch in Excel across different use cases • Review and debug models built by others • Identify incorrect assumptions, broken logic, and risks • Analyze relationships across cash flow, debt, and returns • Clearly explain financial logic and decision-making • Translate real-world financial thinking into structured outputs

• Own and manage the CFO’s calendar across multiple Google accounts, ensuring optimal prioritization, scheduling, and time allocation • Triage and manage inbox communications, drafting responses and handling correspondence on behalf of the CFO • Prepare meetings end-to-end: agendas, materials, briefing docs, and ensure follow-ups and action items are executed • Oversee vendor and contract administration across 20+ active vendors, including tracking deliverables and performance • Manage renewal calendars, proactively flagging upcoming deadlines and negotiating timelines where needed • Support exit readiness initiatives, including coordination of documentation and M&A data room preparation • Coordinate with legal teams on contracts, compliance, and documentation workflows • Book and manage complex travel arrangements, including multi-leg and international itineraries • Handle personal and property-related coordination tasks with a high level of discretion and reliability • Build and optimize internal systems using tools like Google Workspace, Slack, Notion, and DocuSign • Leverage AI tools (e.g., Claude, ChatGPT) to streamline workflows, automate tasks, and improve efficiency

Title: Divisional Financial Analyst - Revenue Recognition Location: United States Virtual• United States Job Description Posted Friday, May 1, 2026 at 2:00 AM Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com. SUMMARY Responsible for supporting the manager in billing optimization, fee agreement compliance, revenue recognition, financial controls, and data integrity. Ensures accurate payment processing, documentation, and reconciliations, while assisting with compliance and training initiatives across Accounting, Operations, and IT. ESSENTIAL DUTIES AND RESPONSIBILITIES - Assists with billing processes, including installments, direct bill, agency bill, and multi-year billing structures. - Supports revenue recognition compliance by preparing documentation, reconciliations, and data checks to meet ASC 606 standards. - Provides compliance support through fee agreement tracking, premium finance monitoring, BSA filing coordination, and audit documentation. - Assists with financial control testing, evidence file maintenance, and remediation activities. - Assists with reconciling data across Epic and reporting systems; supports data validation and integrity checks. - Updates training materials, SOPs, and coordinates cross-functional training sessions. QUALIFICATIONS EDUCATION / EXPERIENCE - Bachelor's Degree in Finance, Accounting, Business Administration, or related field - Two (2) or more years experience in financial operations, accounting, or compliance support. SKILLS - Proficient in reporting tools (Excel, Power BI) - Strong organizational skills and attention to detail with ability to manage recurring compliance tasks - Strong communication and cross-functional collaboration skills - Knowledge in financial data analysis and visualization tools - Good problem solving and time management skills - Nice to have (not required): Experience with Applied Epic and/or Hyperion. #LI-RF1 #LI-REMOTE We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the "Apply" button. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits Job Details Pay Type Salary Hiring Min Rate 70,000 USD Hiring Max Rate 80,000 USD

Role Description As an Senior Financial Planning Analyst at Gainwell, you will work closely with the various finance and corporate FP&A teams interacting with various finance VPs on a regular basis supporting the monthly forecasting, close and budgeting processes in a variety of ways. The analyst will have regular interaction with both technical teams and financial teams around the company, making this a unique and interesting position. This position provides a unique opportunity for someone who can both provide deep technical analysis as well as efficiently and effectively communicate with a broader team. This role is strictly involved in the development of the product and does not involve access to Protected Health Information (PHI) & Personally Identifiable Information (PII) or any secured/confidential client data. - Create, manage and maintain the finance forecast calendar and timelines, working with Corp FP&A to develop plans and timelines for the regular update of the forecast as well as the annual budgeting team. - Co-ordinate with the Enterprise Application team on job cycles, snapshots and production deployment. - Perform complex financial analyses including budgeting, trend analysis, forecasting, and financial modeling at the corporate level, supporting the corporate consolidation of the forecast and budget. - Support development, enhancement and system performance of Anaplan financial modules as part of the business finance process ownership team, including user acceptance testing, business requirement development and troubleshooting. - Assist in the development of financial templates as needed and the implementation, communication and consolidation of the data. - Support the FP&A teams in ensuring our forecast is complete, accurate and consistent, reviewing various aspects of the forecast/budget to ensure that various requirements are met correctly. - Manage various processes to ensure completeness of the forecast including management reporting adjustments, hierarchy reviews, and overall model hygiene. Qualifications - Bachelor's degree in business administration, finance, accounting or related field preferred. - 12 or more years of relevant experience in finance or accounting. - Experience working with accounting principles and accounting software and databases. - Experience working with financial analysis. - Extensive experience with MS Excel, SAP, Anaplan, Tableau or other accounting tools is required. - Work with detailed Anaplan modelling and/or Power BI building is a strong asset. Requirements - Remote environment. - Must be willing to work late evening hours as necessary to ensure effective collaboration with US-based teams.