• Manage and develop the financial framework of the business direction • Build and maintain the full P&L structure of the business direction • Develop methodologies for cost allocation across traffic channels • Establish robust control over advertising budgets • Own unit economics analysis by traffic source • Prepare regular financial reporting for Head of Performance Marketing and CFO • Ensure reconciliation between finance data and operational/marketing analytics • Plan weekly and monthly budget requirements • Provide pre-launch financial expertise for campaign planning • Collaborate with Finance Infrastructure Team to automate workflows.

Title: Virtual Financial Advisor - Charlotte locations NC - Charlotte time type Full time job requisition id REQ-46630 Job Description: Virtual Financial Advisor – Remote Charlotte, North Carolina Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent, you’ll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent’s robust advice framework, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being. This role focuses on re-engaging existing Thrivent clients—many of whom have not recently worked directly with a financial professional—by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You’ll also have the opportunity to engage and serve your own natural market. Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll gain a strong foundation in sales and client service. Within 18-24 months, you’ll be equipped to join a local team or build your own practice with our support. This is a remote role. You’ll meet with clients virtually using tools like Microsoft Teams and Zoom. You’ll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: - Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity. - Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith. - Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. - Have access to a large existing client base with the ability to also help your friends, family and natural market. - Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided. - Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so. What You Bring Our culture and our people are special. Whether you’re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: - Self-disciplined, independent and driven to succeed. - Motivated by helping others and seeing them achieve their goals, not just selling products. - A natural coach or guide with strong interpersonal skills. - Positive, energetic and results oriented. - Collaborative and excited to contribute to your team. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role. Requirements - Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. - FINRA Series 7, 63/65 or 66 required or obtained within 90 days. - State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days. - Eligibility to be securities registered and insurance licensed in all 50 states. - Satisfactory background check (criminal and financial). Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: - A base pay of $21.64-$24.04 per hour with additional monthly sales bonuses based on sales results and your client impact. The average total compensation for this full-time role is $78,000, and our top Virtual Advisors exceed $120,000 in total compensation. - Comprehensive medical, vision and dental. - 401(k) matching and a pension plan. - Life and disability income insurance. - Maternity/paternity leave as well as adoption and surrogacy assistance. - Tuition reimbursement. - Four weeks of paid time off, plus up to 20 hours of volunteer time off. - Well-being programs to help you manage your physical, emotional and financial health. - Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $73,500 - $120,000 per year, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. #Remote

Role Description The Head of Finance will be responsible for the following key areas: - Full ownership of the finance function: Financial controls, reporting integrity, and team leadership across both pillars. - Board reporting: Produce accurate, timely, and credible management information that gives the COO and board genuine confidence in the numbers. - Month-end close process: Oversee the GL Accountant and Finance Manager to deliver a clean, controlled close each month within a defined timetable. - Financial controls framework: Design and embed controls appropriate for a multi-currency, multi-jurisdiction EOR business, with clear ownership and sign-off at every stage. - Senior stakeholder relationships: Be the primary finance voice with the COO, board, and business partners; the person people come to first for financial guidance. - Technical accounting: Serve as the go-to expert for complex accounting judgements across the business, including revenue recognition, FX treatment, intercompany and multi-entity consolidation. - Team leadership and development: Build a high-performing finance team, set clear expectations, conduct regular 1:1s, and create a culture of accountability and continuous improvement across both pillars. - Automation and systems: Drive the finance technology agenda; identify and implement automation opportunities across the billing, reconciliation, and reporting cycles. - Continuous improvement: Embed a mindset of process improvement across the function; regularly review how work gets done and challenge the team to find better ways. - Transformation delivery: Lead the finance restructure through to steady state, including the people plan, system improvements, and Order-to-Cash redesign. - Cost base management: Manage the finance budget and ensure the function is appropriately resourced as the business scales. Qualifications - ACA, ACCA, or CIMA qualified (essential). - Significant post-qualification experience in a finance leadership role, ideally within a multi-currency transactional environment. - Strong technical accounting skills; the go-to person for complex accounting questions, particularly in multi-currency consolidation, revenue recognition, and management reporting. - Commercial instinct; able to translate financial data into insight that drives business decisions, not just report what happened. - Proven ability to lead and develop a finance team through a period of structural change; a track record of developing people, not just managing them. - Demonstrable experience driving automation and process improvement in a finance function; comfortable with finance systems, APIs, and automation tools, and making the case for investment. - A continuous improvement mindset; someone who is never satisfied with "good enough" and consistently looks for smarter ways to operate. - Experience managing offshore or distributed finance teams is an advantage. - Hands-on and willing to operate at both strategic and transactional levels, particularly during the transition period. - Experience in EOR, staffing, professional services, or a similarly complex billing model (strongly preferred). Benefits - Incredible team that is invested in our success. - Innovation and creativity as core values. - Exceptional company culture. - Leadership team that genuinely believes in balance.

• Lead and execute OCCUs financial strategy, aligning with organizational goals and long-term objectives. • Oversee accounting operations, including general ledger, receivables, payables, and financial reporting. • Ensure timely and accurate forecasts, financial modeling, and analysis of financial trends. • Manage budget development, rolling forecasts, and performance tracking against organizational goals. • Interpret financial, economic, and statistical data to inform strategic decisions. • Ensure compliance with GAAP and all regulatory reporting requirements. • Oversee reporting to regulatory agencies and ensure timely and accurate submissions. • Address audit findings and ensure appropriate resolution of financial exceptions. • Lead, coach, and develop finance team members, fostering a highly engaged and high-performing team. • Build strong relationships with internal stakeholders to support collaboration and execution.