• Lead the development of Splash’s long-term financial strategy in alignment with organizational growth, government partnership, and impact goals • Help Splash build a more sophisticated capital strategy that distinguishes between philanthropic funding, catalytic capital, government co-financing, donor-funded infrastructure, technical assistance, and long-term public ownership • Partner with the CEO, Development team, and program leadership to assess how different funding sources can support different needs across the organization • Support financial modeling for government co-financing, donor match requirements, phased implementation, working capital needs, and long-term sustainability • Advise the CEO and Board on tradeoffs related to scale, risk, unrestricted reserves, cost recovery, donor restrictions, and country-level financial exposure • Lead scenario planning and financial modeling for multi-year growth, including delayed disbursements, foreign exchange exposure, government payment timing, implementation shifts, and funding gaps • Build financial models that incorporate inflation, foreign exchange exposure, country-specific cost assumptions, and implementation timing so multi-year budgets are realistic and decision-useful • Oversee global budgeting, forecasting, cash flow management, and financial reporting across Splash’s US and international operations • Ensure timely, accurate, and decision-useful reporting for the CEO, management team, Board, Finance Committee, donors, and country teams • Strengthen financial dashboards and analysis so country, regional, and global teams can track burn rates against activities, deliverables, restricted donor budgets, and implementation progress in real time or near-real time • Manage organizational cash flow, reserves, restricted and unrestricted funding, and liquidity planning • Partner with program and Development teams to ensure budgets, forecasts, and donor reports accurately reflect implementation realities • Support budget modeling for new opportunities, including overall project budgets, donor-specific restricted budgets, match or co-financing assumptions, cost recovery, and implementation timelines • Ensure grant budgets, cost recovery, indirect cost allocation, and donor reporting are disciplined, transparent, and aligned with Splash’s operating model • Support the design and financial oversight of government co-financing arrangements, including contribution models, annual workplans, budget alignment, and fund-flow options • Help assess the financial implications of government-funded implementation, direct government procurement, contractor payments, cost-share commitments, and delayed public disbursements • Partner with country teams to ensure government co-financing commitments are financially realistic, well documented, appropriately accounted for, and monitored • Support financial analysis related to public-sector ownership, operations and maintenance, and the long-term transition of responsibility to government systems • Ensure compliance with US nonprofit requirements, donor regulations, accounting and audit standards, and relevant international financial regulations • Oversee financial operations across multiple countries and entities, including registration, statutory compliance, local audit requirements, payroll, tax, banking, and accounting practices • Manage VAT, withholding tax, recoverability, exemptions, and other country-level tax issues that affect donor budgets, infrastructure delivery, and local contracting • Lead the annual audit process and manage relationships with external auditors, tax advisors, legal advisors, and other technical consultants • Maintain strong risk management practices across global financial operations, including internal controls, segregation of duties, fraud prevention, procurement controls, and documentation standards • Build and maintain strong financial systems, policies, processes, and internal controls that support a growing global organization • Strengthen financial technology, reporting tools, data integrity, and cross-country accounting processes • Drive a culture of financial accountability, transparency, and timely decision-making • Lead, mentor, and strengthen Splash’s global finance team • Build financial capacity across country teams and non-finance leaders so budget ownership is distributed and disciplined

Finance Operations Accountant (12mth FTC) Location: London, United Kingdom Department: Managing Agency Employment Type: Fixed Term Contract Workplace type Fully remote Polo Managing Agency (PMA) is a third-party managing agency operating within the Lloyd’s market, supporting syndicates on behalf of third-party capital providers. As the business continues to grow, there has been significant investment in financial systems and data capabilities, particularly through the development of a Data Warehouse (DWH). This role will act as a key link between Finance and the Data team, supporting both business-as-usual processes and ongoing development of the DWH. The position will play a critical role in ensuring the integrity of financial data, supporting syndicate reporting, and driving improvements in processes and controls. This is a remote role, with some visits to the London office periodically. Key Responsibilities Liaise between Data Team and Finance Team. Check calculations of Gross written and earned premium (and associated acquisition costs) as performed by the DWH. Identify errors in calculations and any required manual adjustments required for the close process. Identify any control weaknesses to the process and recommend improvements. Assist implementing the DWH new syndicates including implementing new writing and earnings patterns. Establish and document effective controls over process and data in the DWH and downstream into Finance modules (post DWH calculations currently in Excel) Develop exception reporting using AI where appropriate Identify and assist in developing new calculations in the DWH e.g. switching-to-signed (i.e. where premium is changed from being recognised on the basis of underwriter estimate to being recognised on the basis of Signed messages.) Identify and test reports from the DWH as required by PMA on behalf of third-party syndicates. Help developing use of AI where appropriate to reduce reliance on Excel use downstream of DWH e.g. Data exception reporting. Skills, Knowledge and Expertise Knowledge of Insurance accounting. Experience in working in a project environment. Ability to liaise with people of different levels and experience and skill-sets e.g. IT, Data, Finance, Actuarial. Good reconciliation skills. Methodical work practices. Experience in dealing with large volumes of data and excellent Excel skills. Good written and verbal communication skills. Knowledge of AI or a willingness to learn and share knowledge to help modernize processes and implement the benefits of technological change. Demonstrates behaviours aligned to the PoloWorks PRIDE values: - Pioneering – we don’t stand still - Responsible – We do the right thing - Inclusive – we all play a role - Delivery Focused- we provide services we are proud of - Empowering – we equip people to be their best Benefits As well as a competitive salary, discretionary annual bonus, and a minimum 26 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay. You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme and regular sports and social events.

Trust Officer Remote (California) Lido Advisors, LLC is an established and growing wealth management firm with over $40B in assets under management is seeking a Trust Officer responsible for fiduciary oversight and client relationship management of individual wealth management accounts, including those where the Trust Company serves as Trustee, Executor or Agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts. The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and the overall administration of the assigned book of business. Duties and Responsibilities - Manage estate settlement and trust administration, including inventory and collection of trust assets; research and coordinate payment of debts and taxes; process beneficiary distributions; prepare required estate notices in accordance with applicable state law; and coordinate the preparation of all required income and estate tax filings. - Oversee the management and/or disposition of trust-owned personal and real estate property. - Support new account onboarding, including account setup and asset transfer follow-up - Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts. - Participate in day-to-day activities related to managing and mitigating risk within probate and trust accounts; ensure compliance with governing documents, Trust Company policies and procedures, and applicable state and federal banking regulations. - Maintain high levels of client service through timely research and responsiveness to trust beneficiaries, clients, and their centers of influence. - Read and interpret complex trust instruments; make informed decisions based on knowledge and research. - Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or relevant committees. - Provide proactive client service, including periodic reviews of clients’ financial and estate planning goals and objectives. - Maintain current knowledge of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning. - Participate in business development efforts with existing and prospective clients - Engage with local community and professional organizations (e.g., bar associations, estate planning, wealth management, and fiduciary groups) to enhance the Trust Company’s professional presence. - Participate in special projects as needed. Requirements - 7–10 years of experience in trust administration and estate settlement; Bachelor’s degree required (advanced degree a plus); CTFA preferred. - Proficiency in Microsoft Office; CRM experience required (Salesforce a plus). - Familiarity with trust accounting systems. - Strong knowledge of trust administration principles, with practical experience administering trusts governed by California law (Nevada experience a plus). - Working knowledge of the California Probate Code, CUPIA, and estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries. - Experience administering trust-owned real estate, partnerships, and other unique/illiquid assets. - Strong understanding of fiduciary risk and related issues. - General knowledge of investment strategies, objectives, and asset allocation. - Solution-oriented, decisive, and self-motivated; able to work independently with minimal supervision. - Strong organizational, time management, and multitasking skills, with a high level of accuracy and attention to detail. - Excellent interpersonal and communication skills when interacting with colleagues, clients, and their centers of influence. - Represents the firm with a high level of professionalism and strong client-facing presence. Salary Description $135,000 - $150,000

Senior Associate, Advanced Wealth Planning Remote (United States) Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Sr. Associate will have an opportunity to work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning. Duties & Responsibilities - Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million - Consult and develop financial plans and wealth management strategies based on client's financial and investment goals - Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios - Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.) - Meet with clients on an ongoing basis to review changes to their financial and personal situation - Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website - Work alongside the marketing team to have articles published - Effectively source business prospects and employ member acquisition techniques - Assist in data gathering in anticipation of upcoming planning meetings - Monitor and update client Financial Plans as needed - Other duties as assigned Requirements - Bachelor’s Degree - Certified Financial Planning (CFP) Designation or pursuant of CFP - Experience using eMoney - Must be highly organized, technically strong, and be an enthusiastic, effective team player - Ability to think strategically and creatively in a fast-paced environment - Proven ability to self-start, take initiative, work collaboratively, and drive results - Excellent written and verbal communication - Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel