• Educate and Develop Financial Need Analysis (FNA) for Clients • Place families, individuals, and business owners in a financial position of advantage for some of the following: 1. Protect Assets/Funds 2. Build and Leave a Legacy 3. Index Strategies 4. Debt Management Services 5. Estate Planning with our legal team • Conduct all client appointments and training on the Zoom platform • Assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business

• Establish advanced reporting and analytical frameworks using modern AI-enabled and business intelligence tools • Implement regular performance reporting cadences and executive dashboards • Lead the performance management and analytics framework across revenue, cost, margin, and operational drivers • Translate complex operational and financial data into relevant executive insights • Shift leadership discussions from actuals reporting to forward-looking decision support • Oversee the FSD risks and opportunities framework, including quantification, and tracking • Develop and monitor cost productivity and efficiency metrics (e.g., cost per deal, cost per output) • Provide scenario modeling and early indicators for cost pressures and efficiency opportunities • Lead analytics related to pipeline health, conversion, and forecast accuracy • Connect production metrics to revenue realization and financial outcomes • Be a trusted advisor to senior leaders across Finance, Sales, and Operations • Influence decisions through data, insight, and clear storytelling • Establish governance and data discipline while maintaining business partnership

• You will provide technical advice, guidance, and support to a wide range of program design and implementation issues with a focus on larger projects in Humanitarian Response in line with Catholic Relief Services (CRS) program quality principles and standards, donor guidelines, and industry best practices to regional and Country Program (CP) teams to advance the delivery of high-quality programming to the poor and vulnerable. • Your technical knowledge, advice and guidance will contribute to determining how effective, adaptive, and innovative CRS’ Humanitarian Response programming is across the globe. • The Humanitarian Operations Technical Advisor II’s primary role is to provide HRD with additional rapid deployment capabilities for breaking and ongoing humanitarian responses. • He/she will be primarily responsible for setting up and supporting the following emergency operational focuses: finance management, grant management, administration, field base set up, and human resources. • The Technical Advisor will support HRD direct projects with grant and finance management support and oversight. • He or she will facilitate a high standard of field operations management in emergencies; advise on best practices and support capacity building for CRS country programs and partners. • The exact responsibilities during deployments will vary depending on the local context, ranging from providing direct management of relief operations, setting up and managing relief delivery systems, providing technical assistance, and mentoring of CRS Partners and Country Programs staff. • The Humanitarian Operations Technical Advisor II will be part of the HRD Operations Team and will be required to travel at least 50% of the time, often at very short notice (within 48 hours) and for an average of four to six weeks.

• Realizar e controlar o fluxo de pagamentos diários, garantindo a pontualidade e a conformidade com as políticas internas; • Executar a conciliação diária de pagamentos, identificando e resolvendo divergências entre o ERP e os extratos bancários; • Monitorar contratos de mútuo e empréstimos, controlando vencimentos, amortizações e o impacto dos juros no fluxo de caixa; • Atuar como ponto focal para fornecedores, negociando ativamente melhores condições de preço e prazos de pagamento; • Analisar o comportamento do fluxo de caixa para propor melhorias que otimizem o capital de giro; • Gerar bases de dados, relatórios gerenciais e apresentações de resultados financeiros para suporte à tomada de decisão; • Propor e implementar iniciativas que tragam eficiência operacional aos processos de tesouraria e contas a pagar.