Role Description Our client is a premier national financial services and insurance organization seeking a visionary and results-driven Remote Director, Financial Planning & Analysis. Operating as a key member of the finance leadership team, this remote senior role is responsible for modernizing, scaling, and leading the enterprise FP&A function. The successful candidate will serve as a high-impact strategic business partner across various corporate divisions, transforming raw financial data into sophisticated business insights that drive capital allocation, cost optimization, and overall corporate growth. - Strategic Leadership & Team Evolution - Build, drive, and sustain a world-class FP&A team through active coaching, mentorship, and professional development. - Function Modernization - Lead the design, execution, and continuous optimization of the enterprise-wide financial planning, budgeting, and analysis framework. - Business Partnership Model - Elevate and embed a sophisticated financial business partnership model across the organization, positioning the FP&A team as a proactive engine for strategic insights and commercial decision-making. - Cross-Functional Collaboration - Foster deep accountability, cross-departmental collaboration, and financial transformation between corporate finance and diverse business units. - Advanced Financial Planning & Quantitative Analysis - Planning Lifecycle - Orchestrate annual and ongoing mid-range corporate planning cycles, managing complex forecasting, zero-based budgeting, and strategic capital/resource allocation. - Sophisticated Modeling - Design, build, and maintain institutional-grade financial models incorporating multi-channel revenue forecasting, variable commission matrices, and actuarial/claims analysis. - Risk Mitigation - Proactively monitor and stress-test macroeconomic and industry-specific financial risks, including market dynamics, interest rate sensitivities, and insurance portfolio performance. - Fiscal Integrity - Deliver granular variance and trend analysis aimed at driving sustainable cost optimization, safeguarding financial integrity, and maximizing operational margins. - Executive Advisory & Business Partnership - Trusted Counsel - Act as a critical trusted advisor to senior executives and board members, delivering compelling, data-backed financial recommendations to guide high-stakes investment decisions. - Strategic Growth - Expand the reach and footprint of the FP&A function into core business operations, providing the analytical runway to support key product launches, geographical expansions, and corporate initiatives. Qualifications - Extensive, progressive experience leading financial planning, analysis, and corporate budgeting functions—ideally gained within the financial services, wealth management, or insurance sectors. - A proven track record of managing, scaling, and upskilling high-performing corporate finance teams. - Outstanding analytical horsepower, strategic thinking, and the executive-level communication skills necessary to translate complex financial realities into crisp corporate narratives. - Subject-matter expertise in advanced predictive modeling, corporate forecasting techniques, and macro risk assessments. - Demonstrated ability to naturally influence cross-functional, executive stakeholders and drive strict alignment within a fast-paced, complex enterprise environment. Company Description Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest in this opportunity. For immediate consideration of this exceptional opportunity, please forward your updated cv to Coralie at caltonwerth@klopprichards.com quoting job posting 5565.

• develop and implement a strategy to establish Manulife Investments in sales channels • deal directly with Financial Advisors, responsible for promoting all products within Investments • provide an insight and solution-based method of selling • achieve aggressive sales targets and annual production goals • identify and pursue new relationships within the Financial Advisor network • give advisor and investor seminars • work collaboratively with the Internal Wholesaler and Territory Coordinator to develop new sales • maintain agreed-upon levels of face-to-face contact with Advisors and record activities using contact management system • develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and Advisors

• Support customers primarily in the inbound call queue at the BMO Investment Centre • Become an expert in understanding customer needs • Provide wealth and investment-related sales and service • Support customers through onboarding of new accounts and investment transactions • Review customers' goals and objectives to ensure appropriate investment products and services

Plan Chief Financial Officer Austin-5900 E Ben White Blvd (10703) Remote-TX Location: Austin United States Job Description: Centene is transforming the health of our communities one person at a time. As an Executive on our team, you could be the one who changes everything for our 28 million members. Position Purpose: Provide leadership and oversight of all aspects of finance for the Business Unit - Oversee all finance related activities for business unit including developing and monitoring progress against Annual Operating Plan. - Responsible for financial analysis, identification of month end financial drivers, and forecasting including headcount planning to ensure compliance with state requirements. - Responsible for identifying medical cost trends and leadership of medical cost improvement initiatives. - Perform financial impact analysis for new contracts and support negotiations. - Review monthly performance and financial results of the business unit and provide recommendations to senior management. - Responsible for the business unit's contribution to corporate. - Perform duties as Chief liaison between Corporate Finance and the Business Unit. - Establish financial strategic vision, objectives, policies and procedures in support of the overall strategic plan. - Oversee and validate pricing models and lead initiatives to identify inefficiencies and areas of development and improvement. - Direct health plan analytical needs and coordinate reporting strategy. - Act as a lead for internal and external audits. - Lead rate setting activity and coordinate corporate and state actuaries. - Performs other duties as assigned. - Complies with all policies and standards. Education/Experience: Bachelor's Degree in Finance, Accounting, Economics, Business Administration required. Master's Degree preferred. 10+ years in a high level finance role in the healthcare or insurance industry required. CPA preferred. Or equivalent experience acquired through accomplishments of applicable knowledge, duties, scope and skill reflective of the level of this position. Pay Range: $227,700.00 - $431,400.00 per year Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law, including full-time or part-time status. Total compensation may also include additional forms of incentives. Benefits may be subject to program eligibility. Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act