• Assist brokers in preparing insurance quotes and processing new business, renewals, and endorsements. • Manage and organise all policy documentation, compliance records, and client correspondence. • Coordinate with insurers and underwriters to lodge and follow up on insurance claims. • Maintain accurate and up-to-date records within CRM systems and demonstrate proficiency with Steadfast broking systems. • Ensure all workflows, documentation, and audit trails align with industry and company standards. • Monitor compliance-related tasks to ensure adherence to regulatory requirements. • Support continuous process improvement initiatives to enhance efficiency and service delivery. • Provide responsive and professional support to both internal teams and clients. • Other role specific duties as they arise.

• The finance team supporting this business is responsible for tracking the key metrics for the business and delivering on all parts of the P&L. • Partner with sales operations to prepare monthly business outlooks. • Track deal status and work with sales, pricing, legal, and product teams to drive closure. • Assist in financial planning process to set accurate annual revenue and expense targets for the One Identity business. • Provide approvals for special pricing, payment terms, etc. • Along with FP&A, participate in the quarterly close and monthly forecast processes. • Produce KPI dashboards for the business. • Lead analysis of business performance drivers and business case initiatives. • Manage, participate in, or directly work on any additional projects, assignments, or initiatives assigned by management.

• Develop and maintain sophisticated financial models for new and existing business directions (SaaS, IT services, Marketing). • Take ownership of the annual budgeting and rolling forecasting cycles. • Monitor, analyze, and interpret financial and operational KPIs. • Prepare monthly reporting packages (P&L, CF) with variance analysis. • Highlight financial risks during cross-functional meetings and provide financial assessments for new business initiatives. • Partner with department heads to define and track KPIs. • Improve data consolidation and develop automated dashboards. • Support scenario analysis and sensitivity modeling for strategic decisions.

• Drive the sourcing, evaluation, and execution of industrial real estate acquisitions • Build deal pipeline through broker and owner outreach • Coordinate due diligence activities • Manage acquisition opportunities from initial review through closing • Build and maintain relationships with brokers, sellers, and market intermediaries • Screen deals and conduct preliminary property evaluations • Coordinate comprehensive due diligence activities across internal teams • Manage acquisition pipeline and timelines using CRM systems