Assess and underwrite complex risks while cultivating agency relationships. Ensure adherence to guidelines, drive production growth, and maintain portfolio profitability through effective communication and collaboration with stakeholders.

Title: Senior Finance Business Partner Locations: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin. Work Type: Remote, Full Time Job ID: JR101825 Job Description The Senior Finance Business Partner is responsible for supporting financial planning, forecasting, and reporting activities across the organization, with a strong focus on budget development, variance analysis, and operational decision support. This position reports to the Finance Business Partner Manager and collaborates closely with operational leaders, accounting, and many other departments to deliver accurate financial insights, guide business decisions and support strategic initiatives. Pay: $85,000 - $105,000 annual salary Key Responsibilities: - Develop and prepare annual and post-acquisition practice budgets - Create monthly and ad-hoc forecasts in close partnership with operations leadership - Partner with Accounting in support of month-end close processes - Perform monthly variance analysis to budget and prior year - Prepare reporting and build financial models to give visibility to financial outcomes and help optimize efficiency and profitability - Provide analysis and financial guidance for senior leadership - Perform other duties or ad-hoc reporting & analysis as assigned Knowledge/Skills/Abilities: - Ability to present financial information to a non-financial audience - Effective communication (both written and verbal) and presentation skills - High attention to detail and strong analytical mindset - Ability to work independently, stay organized, and prioritize quickly - Advanced skillset in Excel required Key Experience & Qualifications: - Bachelor’s degree in finance or accounting is preferred - Minimum 3+ years of experience in financial planning or accounting - Previous experience in FP&A or as a Finance Business Partner strongly preferred - Experience with Sage Intacct as well as FP&A budget tools preferred. Benefits We Offer: - Paid Holidays and Paid Time Off (PTO) - 401(k) Retirement Plan Health and Vision Insurance - Employer-Paid Dental Insurance, Life Insurance, Care.com Membership & Employee Assistance Program - Supplemental Coverage (Disability, Critical Illness, Accident) - Career Growth and Development Opportunities This position is eligible for remote work in the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin.

• Partner with Business Unit CFOs and their teams on financial performance, forecasting, target setting, investments, and strategic initiatives • Manage the regional strategic planning process, develop data analysis, and provide insights to regional leadership • Partner with regional teams and global finance on successful execution of monthly and quarterly deliverables, annual budgets, and long-term strategic planning • Promote an outside-in perspective by understanding and sharing the market landscape and identifying areas to accelerate business growth • Determine metrics to monitor and review the effectiveness of investments and advise on future spending • Develop new tools, dashboards, and processes to lead scalable analysis and insight • Partner with regional technology finance teams to build a regional understanding and long-term outlook of regional technology spend • Understand the regional P&L, revenue, and expense levers – connecting this understanding to financial scenarios • Evolve finance practices with AI, digital finance, and best-in-class solutions • Provide business insights based on industry data and public disclosures from industry players • Champion productivity initiatives and Agile practices across the organization

• Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness • Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication • Act as liaison between clients & various internal groups/departments to serve clients • Discuss portfolio, market, and economic discussions • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning • Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans • Effectively coordinate with operational teams for client-related administrative issues