Role Description As a FP&A Technical Account Manager at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat. This position is 100% remote position open to candidates in the United Kingdom. No sponsorship or relocation assistance is available. - Partner with existing customers to design and implement additional products - Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment - Advise customers on best practices for financial processes and reporting within the Datarails ecosystem - Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development - Maintain strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs - Develop and iterate on internal playbooks, resources, and processes for add-on product engagements. Qualifications - 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred - Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models) - Strong communication and relationship-building skills - Bachelor’s degree or equivalent experience Requirements - This role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome. Benefits - Private medical and dental insurance through BUPA - Great PTO policy, parental leave, and company holidays - Competitive compensation, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills. - A supportive, agile, and creative work environment with brilliant colleagues! - Autonomy over your schedule and ownership of your work

• Prepare and analyze financial statements, budgets, and forecasts. • Conduct variance analysis to identify trends, risks, and opportunities. • Assist in the preparation of monthly, quarterly, and annual financial reports. • Manage accounts payable and receivable processes, ensuring timely and accurate transactions. • Reconcile accounts and resolve discrepancies. • Monitor cash flow and manage invoicing and payment collections. • Assist in the development of annual budgets and financial projections. • Track and report on budget performance, identifying areas for improvement. • Oversee day-to-day financial operations, including payroll, expense management, and vendor relations. • Implement and maintain financial controls and procedures. • Ensure compliance with accounting standards, regulations, and company policies. • Utilize financial software and tools to streamline and automate financial processes. • Work closely with the CEO and other senior leaders to provide financial insights and support decision-making. • Collaborate with cross-functional teams to ensure alignment on financial goals and objectives.

• Budgeting personal expenses and income/expenses of privately used assets • Executing payments upon requests of Family Office (FO) staff and UBO via credit cards, personal and corporate bank accounts, crypto wallets, etc • Accurate accounting of personal expenses in ERP on a monthly basis • Reporting plan vs actuals for personal expenses and financial performance of privately used assets monthly not later than the 15th of the following month, and providing insights on deviations, any insights at UBO/CFO request • Limited control over the substance of expenses initiated by FO staff • Communication with contractors on agreements, payment for performed services, required documentation, and reconciliation of receivables/payables • Verification of advance reports of the Family Office staff working on privately used assets, allocation of expenses • Communication with the Family Office staff regarding the financial performance of privately used assets • Managing privately used means of payment (personal accounts, credit cards, assigned phones, crypto wallets, etc.) - maintaining sufficient limits for anticipated expenditure, tracking custody, etc • Control of the validity of notarized powers of attorney/bank cards/safe deposit boxes, organization of their prolongation, verification in banks, and similar documentation arrangements • Support for corporate treasury function in peak loads/absence (may include 1-2 business trips annually) • Improving the processes of personal expenses and privately used assets expenditure, accounting, and reporting (including ERP side, disbursement side, etc.) with target workload for those functions not exceeding 0.5 FTE (full-time equivalent) • Other management instructions.

Title: (Hybrid) Pharmacy Benefit Financial Associate Location: Chicago, Illinois, United States Employment Type Full Time Department NFP Corp Workplace Type Hybrid Job Description: Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Job Summary: The Pharmacy Benefit Financial Associate (PBFA) position serves an essential role on a critical team within VPS. The PBFA acts as the liaison between sales, consulting, brokers, prospects, and other key stakeholders. Involved in stakeholder meetings and assists in the management of the RFP process and every phase of proposal development, including research of legal regulations, negotiation of edits to terms, and preparation of final documents. The PBFA helps coordinate VPS meetings, and assists in representing the clients’ or prospects’ interests with vendors, third party providers, and internal and external partners. The PBFA is responsible for maintaining the timelines and many deliverables associated with the RFP and contract process, and for establishing best practices related to document and resource preservation. Principal Duties and Responsibilities / Essential Functions: - Develop and maintain effective working relationships in a liaison role between internal and external stakeholders. - Communicate “Our Value Added Service”. - Knowledgeable on the VPS and PBM marketplace, including carrier contacts and services, as well as carrier underwriting requirements. - Keep leadership fully informed of all important activities during the RFP process. - Assist in communications between client, broker, PBM companies and NFP legal team in order to resolve problems specific to individual client requirements. - Accountable for accurate and timely preparation of RFP workbooks, as well as overall high-quality communication, execution, and preservation of all documents. - Responsible for assisting on strategic initiatives and providing analytical support to the sales and consulting teams - Review prescription drug usage patterns, and demographic information to ensure accuracy in financial and clinical outcomes. - Support team in the presentation of outcomes, processes, and RFP criteria to internal and external stakeholder. - Support the development of pricing strategies and contract negotiations with existing pharmacy benefit partners and third-party vendors. - Ensure adherence to regulatory requirements and PBM policies related to drug pricing and coverage. - Keep all information on prospects accurate and up to date in the Zoho CRM, and Monday.com software, or any other software that is introduced in the future. - Present a positive image of self and of VPS / NFP, in and out of the office. - Help with research and answer questions presented by the client regarding quotes, contracts, benefits, and rates. - Collaborate with Project Management on the execution of legal documents required for the RFP process and their appropriate dissemination i.e., BAA, NDA, LOE, PHI releases, etc. Minimum Requirements for Education, Experience, and Certifications/Licenses: - Bachelor’s degree required. - Prefer minimum of 2 years’ experience in PBM or related industry. Qualifications & Skills: - Knowledge of the Employee Benefits industry, and PBM specifically - Ability to interpret industry policies and contract documents, proposals, and other documentation - Ability to respond efficiently and accurately to common inquiries or complaints from customers or carrier - Ability to effectively present information to key stakeholders - Excellent oral and written communication skills and command of the English language - Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division to required tasks - High degree of critical thinking, organizational and decision making skills - High degree of initiative - High degree of attention to detail - Ability to function independently with minimal supervision - Ability to prioritize multiple projects and meet objectives and deadlines established by supervisor and clients, often with short turnaround times - Ability to maintain positive and beneficial relationships with department staff, numerous internal departments, external customers, agents, and subscribers - Proficiency in MS Teams, Excel, Word, Outlook, and PowerPoint - Ability to comply with company confidentiality requirements as well as with HIPAA and other applicable government regulations Travel: This position may require occasional overnight trips. Less than 5% travel. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $44,000.00 – $85,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. PHARM015541