Financial Resources Consultant - Employee Benefits National Accounts Underwriting Remote - Florida Remote - Michigan Remote - Kansas Remote - Wisconsin Remote - Kentucky Remote - Maine Full time R26_0000001651 Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the role: The Financial Resources Consultant is knowledgeable and experienced with pricing Group Insurance and administrative services across Life, Absence/ Disability, Supplemental Health, Vision and/or Dental products. This position partners with internal teams to develop strategy and ensure that our clients receive the most competitive pricing and programs available in the market. This role adds to SNS’ value proposition by developing financial analysis and recommendations to maximize product offerings and cost savings via an evidence-based approach. Essential Duties and Functions: include the following. Other duties may be assigned. - Analyzes various group products, including but not limited to, Life/ AD&D, Absence/ Disability, Supplemental Health, Vision and Dental. - Serves as the primary financial expert and contact for the account teams and is responsible all financial aspects of SNS’ clients’ programs, including RFP, renewal negotiations, statutory feasibility, ad-hoc analysis and providing experience analysis on a regular cadence. - Uses an evidence-based approach to analyze SNS’ clients’ experience. Partner with the Sales and Service organizations to develop a strategy that addresses trends in the experience, make relevant recommendations and communicate this narrative through internal and external facing presentations. - Evaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients; - Makes complex and accurate claim picks, developing reserves, and calculating expense factors and components; - Prices self-insured products using complex data extracts; - Supports the Account teams with ad-hoc financial analysis; - Provides ROI analysis and exhibits; - Creates client-ready reports and presentations; - Develops new reports and tools; - Participates in client meetings and conference calls as needed to provide underwriting and financial expertise; - Monitors the SNS book of business, identifying trends by product, industry, account team, and vendor; - Develops client-specific statutory feasibility analysis. Required: - Bachelor’s degree in Business, Finance, Economics, Mathematics or Statistics - At least 3-5 years Group Underwriting experience, preferably for clients with greater than 2500 lives; - Expert-level skill in Microsoft Excel; - Proficient with MS Office Suite - Excellent interpersonal skills - Ability to maintain a high level of confidentiality - Individual also understands importance of peer review, for their own work and reviewing the work of others. - Strong analytical skills; proficient in working with complex data sets Preferred: - Experience pricing Life & Absence Disability products for clients with more than 5k lives. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: - Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance - Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement - Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services - Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

• Auftragsklärung und Beratung des Auftraggebers hinsichtlich Zieldefinition und Projektdesign sowie Konzeption einer leistungsfähigen Projektorganisation • Definition der Projektziele (Time, Scope, Budget) in Abstimmung mit dem Auftraggeber. Die finale Entscheidung trifft der Auftraggeber • Schaffung kontinuierlicher Transparenz über den Fortschritt der Entwicklung durch regelmäßige Berichterstattung nach Erhalt von Statusmeldungen • Nachverfolgung des Projektplans bezüglich Projektphasenablauf und Terminen, Ableitung von Änderungsanforderungen, Konsolidierung von Statusmeldungen vom Auftraggeber, Umsetzung erfolgt durch den Auftraggeber • Priorisierung und Fokussierung auf die ergebnisorientierte Schaffung von Projekt-Artefakten gem. zuvor definierter Ziele aus dem Projektauftrag • Präsentation der Ergebnisse an die Projektverantwortlichen des Auftraggebers mit Vorschlägen zur Umsetzung, die Umsetzung selbst erfolgt durch den Auftraggeber • Identifikation und Verwaltung von Projektabhängigkeiten und kritischen Pfaden • Überprüfung und Neubewertung von Risikoeintrittswahrscheinlichkeiten und Anpassung des Maßnahmenplans zur Sicherstellung des kontinuierlichen Fortschritts und die Erreichung der übergeordneten Projektziele • Einhaltung der Projektmanagementmethodik und Best Practices • Beratung und fachliche Unterstützung des internen Programm-Leiters beim Aufbau und der strategischen Steuerung eines IT-Transformationsprogramms im Finance-Bereich mit insgesamt fünf komplexen, interdependenten Projekten sowie bei der Abstimmung und Einbindung von über 20 Stakeholder-Organisationseinheiten auf Management- und C-Level • Beratung zur methodischen Konzeption und kontinuierliche Weiterentwicklung eines Multi-Projekt-Management-Systems inklusive Governance-Strukturen, strukturierter Steuerungsmechanismen für projektübergreifende Abhängigkeiten und Risiken sowie Unterstützung eines proaktiven Stakeholder-Managements einschließlich Vorbereitung von Eskalationen auf Vorstandsebene • Fachliche Unterstützung bei der Konzeption, methodische Ausgestaltung und Weiterentwicklung des übergreifenden Programm Management Office (PMO), einschließlich Definition von KPIs, Gestaltung standardisierter Reportingformate sowie Anpassung an sich ändernde Business-Anforderungen; die operative Führung und Verantwortung verbleibt bei internen Verantwortlichen • Fachliche Unterstützung bei der Identifikation und Bewertung von Top-Risiken sowie bei der Ableitung geeigneter Maßnahmen durch Einbindung von Task Forces und fachlichen Fokusgruppen; Begleitung von Abstimmungen im Kontext unternehmensweiter Herausforderungen • Fachliche Unterstützung zur Vorbereitung von Entscheidungsgrundlagen, Moderation von Abstimmungsprozessen unter Beteiligung der relevanten Entscheidungsträger und Gremien sowie fachliche Unterstützung bei Dokumentation, Umsetzungsverfolgung und Reporting; die Entscheidungsbefugnis verbleibt bei den internen Verantwortlichen

• Provide data and thought leadership to the executive team to drive strategic financial business decisions • Provide data analysis and insights to support decision-making • Track expenditures, indirect costs, and cost allocations to ensure efficiency and profitability • Ensure compliance with federal contracting financial regulations, including DCAA (Defense Contract Audit Agency) audits • Monitor and enforce internal financial controls to mitigate risks and ensure accurate reporting • Prepare and present financial reports to executive leadership, stakeholders, and government agencies as required • Develop and maintain detailed budgets for all programs, ensuring alignment with contract requirements • Monitor financial performance against budgets, identifying variances and implementing corrective actions • Prepare financial forecasts and cost estimates to support short-term and long-term business planning • Provide financial guidance to program managers to optimize resource allocation and cost efficiency • Support contract modifications, cost adjustments, and negotiations with government agencies in collaboration with Contracts Specialist • Lead process improvements to enhance financial operations, reporting, and compliance • Support the development of pricing strategies and cost models for new government contract proposals • Conduct financial analysis to determine competitive pricing strategy • Collaborate with proposal teams, business development, and contract managers to support accurate and compliant cost proposals • Provide risk assessment on pricing strategies

• Owning day-to-day finance administration, including accounts payable and receivable. • Supporting recurring finance and operational reporting across the business • Assisting with commercial operations processes across HubSpot, Xero and other systems • Helping maintain data accuracy across multiple platforms and reports • Supporting the production of weekly and monthly reports • Managing recurring admin tasks and ensuring deadlines are met • Identifying process gaps, inefficiencies and opportunities for improvement • Supporting automation projects and helping implement new systems and processes • Using AI tools to improve productivity, automate tasks and reduce manual admin • Helping document processes and build clear SOPs • Supporting project coordination across multiple workstreams • Working closely with the Finance and Operations Manager and other stakeholders to keep key operational priorities moving