• Own the annual budget and rolling forecasts for the R&D organization, including engineering headcount, contractor spend, software and tooling, and allocated infrastructure costs. • Serve as the day-to-day finance partner for R&D fielding budget questions, modeling one-off scenarios, and providing financial clarity for leadership decisions. • Build business case models for R&D investments, new product development, platform initiatives, and major capability builds including projected costs, revenue assumptions, and payback periods. • Model investment tradeoffs for R&D leadership and track actual performance of approved investments against their original business cases. • Support growth and profitability target-setting by modeling how R&D investment levels translate into product capability timelines and downstream revenue potential. • Own cloud hosting cost reporting and forecasting tracking actuals by product line against budget and maintaining a forward-looking model that reflects planned usage growth. • Identify optimization opportunities across the cloud portfolio idle resources, over-provisioned environments, and commitment vs. on-demand mix and partner with engineering on cost implications of architectural decisions. • Build and maintain a product-level P&L for key product lines covering ARR, recognized revenue, gross margin, and associated R&D and GTM investment. • Contribute product line P&L, ARR, and pipeline performance to executive and board-level reporting.

• Leading a team of three strong leaders • Democratizing financial intelligence across the organization • Driving meaningful EBITDA margin improvement across all functions • Delivering self-serve dashboards, templatized reporting, and real-time P&L visibility across functions • Creating a high-performing, motivated team

Role Description The FP&A Analyst will be responsible for administering and executing the Region’s Financial Planning and Analysis process. The position will work closely with all aspects of Regional finance and accounting resources to develop sound practices around budgeting, forecasting, variance analysis, monthly/quarterly reporting, and will also interact with other functions within the organization (accounting, sales, operations, technology, M&A, legal) to enhance the capabilities of the FP&A function and to ensure completeness and accuracy of the reporting. Candidate selected will be required to follow ET hours. Essential Duties and Responsibilities: - Assist in the planning, development, organization, implementation, and evaluation of the business’s fiscal function and performance. - Help create annual budgets and track monthly performance against those budgets. - Input budgets and maintain them in the company’s budget and financial system. - Identify major drivers and opportunities/risks, update annual budgets and forecasts as needed. - Provide monthly analysis of actual results to budgeted results for each reporting unit. - Analyze, understand, and explain to relevant parties year-over-year variations of actual or projected financial results. - Own the financial statistics of the locations supported, including C&F rollforward, headcount analysis, and other relevant KPI’s. - Analyze, understand, and explain to relevant parties any variations of actual results from the budget/forecast. - Track headcount, new hire budgets, open positions, etc., to report on trends and forecasts to finance leaders. - Coordinate with Corporate FP&A team to understand and effectuate any changes to reporting structure. - Support Acquisition Accounting, including due diligence and earn-out analysis. - Support system conversions to bring acquisitions on the platform. - Support change in accounting methods for acquisitions. - Execute on various regional accounting and finance initiatives. Qualifications - Bachelor’s degree required. A finance or Accounting focus is a plus. - Prior experience within a corporate or business unit finance organization. - A minimum of 1 year of finance and accounting experience in a rapidly growing organization. - Experience in a continuous improvement, highly collaborative, and matrixed organization with the ability to lead process improvement and effect change. - Insurance brokerage experience is highly preferred but not required. - Experience with handling large sets of data is a plus. Requirements - Strong Communication skills. - Ability to effectively and professionally present financial information to finance leadership. - Demonstrated ability to learn the business and have a business and customer-centric approach to finance and accounting leadership. - Ability to collaborate and develop strong relationships with all levels of personnel within the organization. - Demonstrated ability to identify and evaluate complex business problems and provide well-thought-out solutions. - Strong interpersonal, employee engagement, and performance management skills. - Must possess personal and business integrity with an energetic style demonstrated by a positive attitude and a strong work ethic. - Must be a well-organized self-starter who can effectively analyze a problem, articulate a well-thought-out solution plan, and deliver results. - Must have strong Microsoft Word, Outlook, Excel, and PowerPoint skills. - Preferably to have familiarity with the use of Excel macros, Power Pivots, and Power Queries. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Base salary range for this position is $50,000 to $65,000. - Performance-based incentives may be available.

• Execute and manage day-to-day financial transactions, including accounts payable, accounts receivable, collections, and expense reimbursements. • Support HR operations including HR systems and data management, on-boarding and off-boarding procedures, IT support, and executing company-wide policies. • Collaborate with vendors to resolve payment discrepancies and ensure timely processing of invoices. • Identify areas for process improvement and efficiency. Build relationships of trust with members across teams.