Role Description Lead enterprise capital FP&A and governance across a complex portfolio, driving disciplined investment decisions, increasing transparency, and connecting capital to business outcomes while modernizing finance capabilities and building a high-performing, AI-ready team. This role sits at the center of planning, performance, and partnership—turning complex data into a clear, actionable financial story. Work Location: Fully remote position open to candidates based anywhere in the U.S. Main Responsibilities - Lead enterprise capital planning, forecasting, and performance management, improving visibility into spend drivers, portfolio performance, and investment outcomes. - Drive disciplined capital governance, including intake, prioritization, approvals, and reallocation to ensure consistent, high-quality investment decisions. - Own and elevate decision support for senior leaders, using scenario modeling, tradeoff analysis, and clear financial storytelling to guide capital allocation and strategic choices. - Deliver actionable insights that improve transparency, strengthen alignment, and enable more proactive, data-driven portfolio management. - Connect capital investments to products, customers, and business outcomes to improve prioritization, accountability, and value realization. - Advance finance capabilities through automation and AI-enabled workflows, reducing manual effort and enabling the team to focus on higher-value analysis and insight generation. - Build and lead a high-performing team, coaching and developing talent while fostering a culture of ownership, continuous improvement, and knowledge sharing. Qualifications - 12+ years of progressive experience in FP&A, capital finance, or related areas. - Experience leading planning, forecasting, governance, and decision support in a complex environment. - Strong executive presence with ability to influence senior leadership. - Experience with large-scale capital environments (technology, network, infrastructure, or similar). - Proven ability to translate data into clear insights that drive business decisions. - Track record of building high-performing teams and improving finance processes. - Experience with ERP systems (SAP S4 or similar) and finance transformation initiatives preferred. - Strong analytical, modeling, and storytelling capabilities. Compensation This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. - $152,066 - $202,755 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, WY. - $159,670 - $212,893 in these states: CO, HI, MI, MN, NC, NH, NV, OR, RI. - $167,273 - $223,031 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, WA. Benefits - Comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing.

• Drive growth of TransUnion’s Community Financial Institutions business by leading end-to-end sales pursuits and aligning solutions to client needs. • Own the full sales lifecycle, including prospecting, relationship development, presentations, contract negotiations, and seamless handoff to account management. • Deliver compelling value-based presentations, develop tailored solutions, address objections, and successfully close new business. • Partner with internal teams and sales peers to expand relationships with existing customers, driving cross-sell and upsell opportunities. • Leverage internal resources, market insights, and customer feedback to shape sales strategy, support product innovation, and represent TransUnion at client meetings and industry events.

Job Requisition ID: 94106 Location Designation: Fully Remote Role Overview Reporting to a Managing Underwriter, the Senior Associate Underwriter is responsible for evaluating life insurance applications and determining whether applications should be approved, declined, or if additional information is required. This role is accountable for underwriting cases with a 2-Year Total Amount at Risk (TAAR) of $2.5 million or less and primarily handles applications that include Attending Physician Statements. The Senior Associate Underwriter applies underwriting guidelines, medical knowledge, and sound judgment to assess overall mortality risk and make informed recommendations on complex cases. This role works closely with agents, General Office personnel, and internal partners to support timely, accurate underwriting decisions while delivering strong customer experience. The position also contributes to underwriting projects, process improvements, and ongoing training initiatives. What You'll Do - Evaluate life insurance applications and accurately classify mortality risk using medical and nonmedical information for cases with a 2-Year TAAR of up to $2.5 million, including cases involving Attending Physician Statements. - Apply underwriting guidelines, medical knowledge, and professional judgment to assess complex risk factors and determine appropriate underwriting outcomes, including approvals, substandard ratings, or declines. - Communicate underwriting requirements, application updates, reinsurance offers, reconsideration requests, and final decisions to agents and General Office personnel through both written and verbal interactions. - Maintain a strong understanding of underwriting systems, product rules, medical terminology, and mortality factors to support accurate and efficient decision-making. - Participate in training initiatives, workflow enhancements, best practice discussions, and cross-functional projects that improve underwriting processes and customer experience. What You'll Bring Required Skills - Bachelor's degree preferred or equivalent combination of education and relevant experience. - 3+ years of life underwriting experience with demonstrated knowledge of underwriting principles and mortality assessment. - Working knowledge of medical terminology and the ability to evaluate the impact of medical impairments on mortality risk. - Strong analytical and problem-solving skills with the ability to assess complex risk profiles and make sound underwriting recommendations. - Strong verbal and written communication skills with the ability to interact effectively with agents, General Office personnel, and internal stakeholders. - Strong customer service orientation with the ability to manage relationships and provide timely, professional support. Preferred Skills - Experience underwriting cases involving Attending Physician Statements and higher complexity medical impairments. - Familiarity with reinsurance processes, underwriting systems, and insurance product rules. - Experience participating in workflow improvement initiatives, training efforts, or cross-functional projects. - Ability to balance accuracy, risk assessment, and service expectations in a fast-paced environment. - Working knowledge of underwriting models, rules engines, and automated decision tools with he ability to interpret model outputs, apply appropriate judgement, and ensure decisions align with underwriting guidelines. - Familiarity with broader technology tools e.g. CoPilot, ChatGPT, and underwriting automation tools, that enhance efficiency, decision support, and workflow effectiveness. #LI - EM1 #LI - REMOTE Pay Transparency Salary Range: $73,000-$124,900 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 94106

• Work closely with corporate accounting, finance and tax team to analyze financial information • Liaison with the right people within the organization to gather the information required for analysis • Understand the three financial statements of the firm, with focus on cash flow • Understand the industry in which Geosyntec operates in