• Serve as a primary Service & Support contact for World’s Alternative Investments platform • Manage advisor onboarding and access requests • Support advisor product training and compliance workflows • Triage, route, and process alternative investments-related requests from advisors • Coordinate operational workflows tied to the platform • Maintain accurate logs, lists, and records for available alternative investment products • Develop and maintain advisor-facing resources such as FAQs, training references, key contacts, and process guides • Assess issues and implement solutions in conjunction with Investment Team members • Review and respond to investment team service requests for both WorldMAP and the World Alternatives Investments Platform

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams such as TPA fees, recoveries, subrogation, and salvage. • Take reporting from raw data to finished deliverable, on time, accurately, and with the right stakeholders pulled in when data is missing. • Identify anomalies in the data and chase them down before they reach the report. • Conduct detailed analysis of expense components and revenue-generating activities to support accurate, timely financial reporting. • Identify trends and patterns in claims data to support decision-making and process improvement. • Assist in developing financial models and tools that improve claims analysis and forecasting. • Run continuous improvement on the recurring deliverables, including automating manual steps so errors do not recur. • Work closely with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs. • Present complex information clearly to both technical and non-technical stakeholders. • Stay informed on industry practices and regulatory changes that affect reporting.

• Reporting to the Group Leader, this role leads and manages all financial aspects for the group unit and supports 6 business units. • The Group VP Finance will have overall responsibility for the financial operations of the group, including finance and accounting, compliance with statutory requirements, corporate governance, risk management, and legal for the businesses. • Additionally, you will be required to take on an Integration Finance Manager role to oversee business integration activities for newly acquired entities in the market and drive AI adoption within the finance team of the group. • Each business unit, depending on the size and financial viability, will have a finance lead to be the business partner to each General Manager. • These finance leader roles have a dotted line to the Group VP Finance to facilitate best practice sharing, process improvement and implementation of group-wide projects. • Management Support Group Leader and functional managers to develop clear business plans, priorities and forecasts in line with +/- 3% forecast accuracy targets. • Lead the finance business partners within supported business to deliver excellent pro-active service to stakeholders. • Drive process improvements through adoption of AI and other tools across business units within the group. • Provide strategic financial leadership on issues affecting the business. • Recommend and lead efforts to improve ROIC (return on invested capital), working capital and/or growth performance. • Ownership of ‘Quarterly Strategic Review’ (QSR) process, considering sales pipeline and costs analysis to prepare a robust forecast. • Ensure execution of action points from the QSR review process. • Accountable for accurate and timely monthly/quarterly consolidated financial reporting to ensure compliance with internal and external reporting and requirements in accordance with IFRS. • Responsible for the accuracy of revenue recognition, comfortable operating under IFRS15, including being accountable for project accounting and controlling. • Support annual audit process. • Responsible for working with the businesses to assess market pricing, new deal pricing, and sales approach for our products. • Apply best practices to processes, people and systems to affect revenue, profitability and cash-flow, to improve operating efficiency and performance. • Lead, implement and be accountable for introducing project profitability governance process across all businesses. • Lead and implement introduction of new systems and processes such as new financial systems, expense management and other reporting systems. • Responsible for Risk Management process review, effective internal controls, policy standardization and process improvements. • Oversee and improve effective administration processes and systems for company records and contracts. • Stay abreast of trends and regulations to ensure effectiveness and compliance for the finance functions. • Direct management of one direct report (Group Controller). • Partner with Business Unit leaders to scope, interview and select new Business Partner’s for the BUs within the group. • Work with HR partners and BU leaders in talent development, training and star player growth for all finance resources within the group. • Support performance improvement management for all finance business partners in the group. • Work closely with all functional leads to ensure projects bids and contract terms, financial and otherwise, adhere to corporate parameters following Modaxo’s delegation of authority rules. • Responsible for supporting Portfolio CFO on acquisition target analysis, focusing on operational and financial impacts to the investment pre and post acquisition. • Evaluate existing finance resources and assist in the hiring of appropriate staff as required. • Educate the acquired management team on finance topics with a focus on them understanding how it will operationally impact their departments. • Accountable to the migration of finance systems and processes to portfolio best practices, including the training of finance resources. • Review and analyze legal documents for acquired businesses (including customer contracts, leases, and vendor agreements) with a goal of highlighting compliance and financial risks. • Travel domestically and internationally for business process review and acquisition integration or due diligence.

• Own portfolio risk review scoping, documentation, communication, and development and maintenance of supporting tools • Ensure supporting functions are completing pre work and follow up actions related to risk reviews • Drive FP&A process improvements • Continuously identify areas of improvement to process & drive implementation