• Support Ascent’s Global Annual Financial Planning & Continuous Financial Forecasting Program by working collaboratively with internal business partners and the FP&A team to create an annual financial plan and forecasts for Ascent’s corporate functional departments and business lines, and other areas as assigned • Support Ascent’s Monthly Financial Review Program by working collaboratively with internal business partners and your FP&A teammates to facilitate monthly financial reviews for Ascent’s business lines and for other areas as assigned • Support the maintenance and expansion of Ascent’s FP&A Technology Platform , which is comprised of Alteryx workflows, a Snowflake data warehouse, Power BI dashboards and Excel based reports. • Support the completion of the projects and initiatives from the Annual FP&A Continuous Improvement Plan • Perform ad-hoc analysis & reporting as assigned and assist with special projects to support strategic decision-making. • Develop proficiency in all relevant financial systems, policies, and procedures.

• Conducting thorough portfolio-level analytics and delivering insightful performance reports • Collecting, processing, and ensuring the accuracy of security-level data and trade entries • Managing and validating investment data, spearheading process enhancements, responding to organizational data requests • Engaging in vendor selection, due diligence, and ongoing relationship management • Partnering closely with principal investment professionals, actuaries, accountants, and product development teams

• Own all facets of OPEX spend and headcount planning for Organizations across the business (with an emphasis on EPD), with growth opportunities to be a FP&A vertical owner • Continue to develop internal FP&A tool Pigment, building out enhanced modeling and reporting for business partners within the system • Partner with Org leads, People Business Partners, and talent to understand end-to-end organizational needs (headcount & non-headcount spend), acting as a business partner to manage and recalibrate spend on a monthly basis • Participate in the annual planning process, owning your areas for a 12 to 18 month forward-looking projection • Support the month-end close process by completing budget vs. actual analysis against prior periods, budgets, and forecasts. • Familiarize with business operating metrics and the utilization of said metric to drive business insight and operational improvements • Create vendor-level forecasts for spend, including but not limited to software and legal • Assist in the creation of internal and external monthly reporting packages, in partnership with various Finance & Accounting teams and Data • Assist in forward-looking modeling efforts to better understand impact of spend on revenue • Partner with cross-functional teams for the preparation of key quarterly reporting deliverables, including Board Meeting presentations and investor reporting • Partner with Accounting on policies that impact corporate spend

• Own & Lead the Finance Stack • Partner Cross-Functionally • Ensure SOX Compliance • Drive Innovation & AI • Team & Vendor Leadership