• The Group Director, Strategic Planning is a leader and idea generator who inspires our internal teams and client teams toward ground-breaking marketing. • Establishes trustworthy relationships and is seen by others as a collaborative role model and mentor. • Distil research and data analytics down into meaningful insights and strategic recommendations.

• Support managers by summarizing, presenting, and advising on all financial aspects (regional and corporate). • Model current branches to advise on profitability dynamics, and then coordinate product margins and commission rates for each market. • Assist in recruiting efforts of Loan Originators, by modeling, assessing, and advising on opportunities. • Participate in the recruiting and development of Joint Venture opportunities, by leading the proforma creation, maintaining strong knowledge of all the platforms offered, and evolving the value provided to partners. • Act as a CHL representative for joint ventures, presenting all necessary financial reporting and support. • Play a key role in supporting the Builder Connect program to promote growth in the homebuilding sector. • Design financial reporting tools for all levels of sales management to better understand and manage key dynamics. • Complete Stratmor/MBA analysis and summaries for financial benchmarking purposes. • Attend industry events to network and provide management summaries of recent trends and opportunities. • Produce annual production forecasts and financial projections. • Provide ad hoc reporting and analysis as needed.

• Advises students, using remote technologies (Zoom, Microsoft teams), about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the particular needs and situation of the student. • Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. • Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. • Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. • Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. • Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns.

• Serve as the primary financial advisor and strategic partner to Account Leadership, leading monthly financial meetings with comprehensive P&L reviews that compare actual results to Plan and prior year performance • Own the creation of budget and rolling forecasts with focus on efficiency and improved pipeline visibility, while producing accurate monthly financial statements with detailed variance analysis • Maintain accurate pipeline management by obtaining and validating P&L transaction details in partnership with service line teams, ensuring compliance and proper accounting • Manage Accounts Receivable objectives to reduce DSO and overdue AR, review accounts payable vouchers for accuracy and compliance, complete balance sheet reviews, and coordinate timely monthly financial statement packages with the broader finance team • Execute monthly and quarterly close processes in accordance with GAAP and JLL accounting standards, including variance analysis, financial reporting, labor reconciliation, and revenue recognition • Contribute to identification and delivery of high-value AI use cases, and collaborate with team members to develop efficient processes including automation and simplification of workflows • Deliver ad hoc reporting and special projects as required centered around area of responsibility (JLL P&L, AR, T&E) • Support P&L intercompany & cost allocations, manage and train account team members on Time and Expense procedures, approve JLL invoices and team expense claims, and manage Statement of Work (SOW) billing/payment process • Mentor and develop finance team members through goal setting, performance reviews, career development planning, and succession planning to build a high-performing organization