• Collaborate with internal and external departments to ensure effective budget control, oversight, and reporting; • Track KPIs and deliver actionable management reporting; • Prepare annual investment plans and ongoing financial forecasts; • Prepare monthly financial variance analyses and communicate performance; • Manage financial operations using QuickBooks, including cost centers, reconciliations, and financial reporting; • Work with external accountants and auditors to ensure accurate financial statements; • Coordinate with external consultants and key stakeholders on applying for and managing public incentives, such as PT2030.

• Serve as AvonRisk’s lead finance executive on all M&A transactions, owning the end-to-end financial due diligence process from initial screening through close. • Build and maintain acquisition valuation models including DCF, comparable company analysis, and precedent transaction analysis tailored to the TPA and specialty insurance services sector. • Lead financial, operational, and commercial due diligence workstreams, coordinating with legal, outside advisors, and target management teams. • Prepare and present investment memoranda, deal summaries, and board-ready materials for each acquisition opportunity. • Develop post-acquisition integration financial frameworks, including Day 1 reporting, synergy tracking, and financial performance benchmarks. • Maintain an active pipeline model and screening criteria for prospective acquisition targets, including financial health assessment and strategic fit scoring. • Manage relationships with investment bankers, outside legal counsel, and other deal-side advisors across active and prospective transactions. • Own the annual budgeting and long-range planning (LRP) process, working directly with the CFO and business unit leaders to build a consolidated 3- to 5-year financial plan. • Develop and maintain integrated financial models covering AvonRisk’s fee-based TPA revenue structure, operating expenses, and margin profile. • Build scenario and sensitivity models to support major strategic decisions, including new program launches, geographic expansion, and capital allocation. • Prepare executive and board-level financial presentations, translating complex data into clear strategic narrative. • Lead program-level profitability analysis, including margin attribution by client, line of business, and claims program. • Partner with Claims and Operations leadership to identify cost drivers, efficiency opportunities, and levers to improve program margins. • Support pricing and contract negotiations with rigorous financial analysis of program economics and risk-adjusted returns. • Develop proforma financial models for new business opportunities, assessing revenue potential, cost structure, and investment requirements. • Design and own AvonRisk’s management reporting framework, including monthly financial packages for the CFO and CEO covering revenue, margins, and operational KPIs. • Lead monthly variance analysis against budget and prior period, with executive-ready commentary on drivers and forward-looking outlook. • Build and maintain KPI dashboards that provide real-time visibility into business performance across service lines and client programs. • Partner with Accounting to ensure alignment between management reporting and GAAP financials. • Serve as a trusted finance partner to the CEO, COO, Head of Claims, and other senior leaders, providing financial support and analytical rigor for key decisions. • Champion the adoption of financial planning tools, reporting automation, and data infrastructure to build a scalable finance function. • Represent Finance in cross-functional initiatives including technology implementations, client onboarding, and organizational development projects.

• Own the maintenance and quarterly refresh of consolidated forecasts (3+9, 6+6, 9+3) • Support and help drive the annual budgeting process, including business unit input collection, consolidation, and executive review materials • Maintain forecast assumptions, scenario logic, and version control across planning cycles • Build and maintain monthly board reporting packages, including P&L performance, variance commentary, and KPI reporting • Partner with the VP of FP&A to develop executive-level narratives on performance and trends • Prepare materials for board meetings, audit committee meetings, and lender/investor reporting • Support the monthly reporting process across actuals vs. budget, forecast, and prior year • Analyze revenue, gross margin, and operating expense performance • Identify root causes of variances and clearly communicate drivers and implications • Support multi-year planning and strategic initiatives through scenario modeling • Build flexible models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changes • Partner with business unit leaders and shared services teams to connect operating metrics to financial outcomes • Translate operational drivers (e.g., lead volume, RPO, channel mix) into financial performance insights • Identify opportunities to improve FP&A processes, reporting, and data workflows • Support efforts to automate recurring deliverables and improve reporting efficiency • Perform deep-dive analyses for executive leadership on key business questions • Develop clear, structured analyses to support decision-making across the organization

• Review and refine AI-generated outputs across a variety of investment banking topics (e.g. financial analysis, M&A, capital markets, fundraising, and valuation) • Evaluate AI content for financial realism, sound analytical logic, and applicability to real investment banking scenarios • Draft realistic case studies and scenarios informed by your hands-on deal experience • Create variations of these scenarios from different stakeholder viewpoints (e.g. client, banker, investor, board member) • Identify gaps, flawed assumptions, or unchecked logic in AI-generated content