• Support the annual budgeting and rolling forecast process • Prepare monthly financial reporting, including commentary and recommendations for the leadership team • Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions • Coordinate with accounting to ensure accuracy of financial information • Partner with business leaders on activities related to the FP&A team • Review results and provide decision-support insights for investments or cost-savings initiatives • Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting • Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively • Build strong relationships with stakeholders through effective communication • Partner with Sales to build financial models and review pricing for new business and renewals • Review quarterly SLA and Bad Debt reserves • Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed • Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions • Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards.

• Responsible for developing new relationships with manufacturer (OEM), dealer/vendor and customer prospects, by pursuing opportunities, and maintaining existing prospect relationships in the agriculture business unit. • Network and engage with prospects to build a book of business, asking for referrals to establish relationships and contacting prospects on a regular basis by phone, emails, texts, and occasional visits. • Develop business within the agriculture business unit by becoming knowledgeable of customer base, prospects, equipment types, credit quality, and financing structures within this industry. • Promote customized payments for prospects to earn and maintain their relationship. • Ability to conduct presentations to prospects to introduce our services and program offerings. • Demonstrate excellent sales skills and ability to cross-sell Stearns Bank products. • Grow & develop selling skills by staying up to date on industry trends and proactively pursue relevant training and professional development opportunities. • Coordinate the activities involved in setting up new lease/sales contracts such as entering a customer application, sending out legal finance documents, requesting vital documents, and calculating payment options for the customer. • Monitor the customer transaction from start to finish as it flows from department to department. • Responsible for making sure the transaction closes in a timely manner and meets customer and vendor expectations. • Demonstrate excellent time management skills and accurate documentation of daily activities in Salesforce. • Attends and gives updates to weekly team meetings and monthly sales meetings. • Maintain a good working relationship with all employee owners and demonstrate collaboration and teamwork. • Maintain a proven understanding of the software programs associated with daily activities such as T-Value, Salesforce, and Microsoft Office programs. • Develop and strive to attain personal sales goals and KPIs. • Supports the training and development of new department personnel. • Loss prevention and security as applicable for this position. • Perform related work as required. • Maintain a solid understanding of all legal and regulatory compliance issues as they pertain to this position. • Complete compliance training and sales training as the need arises. • Light travel is expected, requiring overnight stay.

• Support the global sales team in preparing proposals and collecting signatures using our esignature platform • Create, revise, and distribute license files to fulfil new orders, upgrades, and demo requests • Manage licenses as needed to support sales and renewal activity • Gather and verify all relevant order data to ensure accurate processing of invoices and credits, maintaining records in line with internal retention requirements • Coordinate with third-party software suppliers as required to fulfil new orders and software enhancement renewals • Invoice renewals as needed throughout the month, ensuring accurate pricing • Update licenses to extend end dates • Maintain accurate contract details in the back-office system • Create projects as needed with careful attention to order details, ensuring customer invoices for services performed are accurate • Edit project structures as needed to ensure staff have access to projects and can record their time accurately • Prepare and deliver monthly service invoices to customers • Generate and distribute recurring and ad hoc reports on revenue, renewals, billing, and order activity to support Finance and GTM leadership

• Lead financial and data analytics, overseeing operational, financial, and compliance reporting for loan, deposit, and investment portfolios. This includes preparing metrics and key findings to share with the Board of Directors • Manage operational dashboards that streamline the reporting process, ensuring greater efficiency across the organization • Develop and execute asset strategies, deploying capital across diversified investments and lending products to achieve an optimal yield and profitability • Manage a comprehensive planning structure and facilitate quarterly reforecasting to provide up-to-date financial and operational projections • Lead the annual budget process; provide trend analysis and metrics to guide team leads in preparing targets • Lead detailed analyses of account origination, pricing, and profitability for both loan and deposit products