• Set and maintain the credit culture and manage new business underwriting process for all transactions. • Train and further develop the Underwriting team as well as offer support and guidance for other areas of the organization including portfolio management, legal, and operations. • Review new deal packages prior to assigning Underwriter for significant industry and credit concerns. • Ensure that deals are underwritten prudently and efficiently. • Review credit narratives for content, ensuring that all pertinent credit issues are addressed and approve new transactions underwritten, within authority limits. • Manage department reporting exceptions and set debtor credit limits which exceed individual Relationship Manager or Underwriter approval authority. • Manage within set credit quality standards, including remaining within budget on revenue generation, funding/approval ratios, new fundings, and credit quality. • Interface with National Sales Manager with the underlying goal of promoting funding objectives. • Work with BDO’s in structuring proposal letters and ultimately approve all proposal letters issued as well as National Sales Manager in training of BDO’s. • Use CID to manage all facets of the underwriting process.

• Oversee daily rhythms for your areas of support across WWFO (Sales & CE) and Finance to promote functional excellence and top-line growth • Contribute to the annual planning and quarterly forecast, along with variance analysis cycles • Partner with WWFO (Sales & CE) teams to align resource allocation with budget and financial targets; improve forecast accuracy and accountability • Become the subject matter expert on sales & CE org structures, industry benchmarks, and KPIs • Partner with Revenue Operations to drive alignment and outcomes within the Field organizations • Collaborate across WWFO, Finance, and Business Intelligence to identify insights that increase growth and improve profitability; Explain findings into high-quality communications and help implement recommendations • Develop and refine models and other frameworks, such as Bookings (product & services), Renewals, & Commissions • Contribute to ad-hoc analysis and presentations to guide our decisions & support partner needs • Oversee month-end close activities and maintain accuracy of financial reporting by partnering with Accounting

• Process invoices received at AP Inbox, coding to appropriate GL accounts, departments, and cost centers • Route invoices for approval through Zip intake-to-pay system • Manage vendor payment inquiries and issue resolution • Process invoices across multiple entities (US, UK, Poland, Mexico, Colombia) • Handle invoice corrections, adjustments, and overdue payment follow-ups • Maintain accurate vendor records in Zip and NetSuite • Provide frontline support to employees for user access, booking issues, and questions • Coordinate with Navan support team for complex multi-city travel arrangements • Process and approve off-platform booking requests when necessary • Review and process expense reimbursements for policy compliance • Support employee onboarding with Navan access and training • Troubleshoot booking system issues and coordinate resolutions • Chase receipts for transactions over $75 from cardholders • Perform monthly reconciliation of Brex and Ramp credit card statements • Code transactions to appropriate accounts and cost centers • Support month-end close activities (close prior month on 1st, pull statements on 2nd) • Respond to cardholder questions and transaction disputes • Ensure compliance with corporate card policies • Coordinate vendor onboarding through Zip portal • Issue virtual credit cards for approved purchase orders • Track PO status, delivery confirmations, and receipt matching • Support contract-to-payment workflow coordination with Legal team • Respond to sourcing and procurement requests, escalate as needed • Process contract amendments, top-ups, and expedited payment requests • Maintain communication between requesters, vendors, and finance

The Captive Treasury Associate is responsible for analyzing financial data, preparing reports, and supporting the accounting team in various financial processes. This role includes assisting with month-end close activities, reconciliations, and ensuring compliance with accounting standards. The Captive Treasury Associate will also provide insights into financial performance and support budgeting and forecasting efforts. Strong analytical skills, attention to detail, and a solid understanding of accounting principles are essential for success in this position. Your Impact: Analyze financial data and prepare accurate reports for management. Assist with month-end close processes and reconciliations. Ensure compliance with GAAP and internal controls. Support budgeting and forecasting activities. Collaborate with team members to improve accounting processes. Provide insights into financial performance and variances. Successful Candidates Will Have: Bachelor's degree in Accounting, Finance, or a related field. Experience in accounting or financial analysis is preferred. Basic knowledge of GAAP and accounting principles. Strong analytical and problem-solving skills. Proficiency in accounting software and Microsoft Excel. Physical Demands and Work Environment: The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations. This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 21.35 - 31.25 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .