• Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis. • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives. • Researches and provides recommendations related to risk management concerns, including insurance. • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals. • Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design. • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan. • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case. • Prepares files for meetings with existing and new clients. • Prepares, coordinates and follows through on any needed communication with new or existing clients. • Continuously monitors clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture. • Responds to client questions by telephone, email and occasional personal visits. • Educates client on the functions of various securities markets and the principal factors that affect them. • Provides guidance on estate planning options and techniques. • Responds to and directs education funding questions including 529 savings plans. • Assists with guidance on small business planning. • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate. • May participate in client presentations. • May open, transfer, and close customer accounts and maintain appropriate account records. • May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions. • Ensures firm and regulatory policies are followed within compliance standards. • Perform other duties and responsibilities as assigned.

• Oversee the day-to-day execution of FI-specific valuations, including CECL requirements, Mortgage Servicing Rights (MSR), Core Deposit Intangibles, and FHLB advances. • Serve as a technical specialist for the group’s assurance work, performing detailed reviews of PCAOB FI client valuations to ensure compliance and reasonableness for regulatory scrutiny. • Review third-party valuation reports and provide detailed technical support to audit teams regarding financial assumptions and quantitative modeling. • Spearhead the daily mentorship, training, and workload management of Seniors and Associates within the FI vertical. • Act as a primary point of contact for external bank clients undergoing acquisitions or regulatory reviews, ensuring timely project delivery. • Assist senior leadership with business development initiatives, proposal drafting, and expanding relationships with existing clients. • Other duties as assigned within the scope of the practice.

• Partner with GTM leadership to translate business strategy into financial plans, investment decisions, and measurable outcomes. • Lead annual planning, forecasting, long-range planning, and driver-based financial models across GTM. • Deliver actionable financial insights, scenario analysis, and executive recommendations that influence strategic decisions. • Modernize Finance through AI, automation, and scalable planning processes that improve speed, quality, and forecast accuracy. • Partner with Data & Analytics to improve financial metrics, data quality, dashboards, and self-service reporting. • Drive strategic investment analysis, resource allocation, and performance management across the business. • Support complex commercial decisions and strategic initiatives through financial modeling and cross-functional partnership. • Continuously improve finance processes, reporting, and operating leverage through technology and automation.

• Planning and forecasting. • Build and maintain financial models and recurring reports with precision and timeliness. • Support the forecast and budget process through accurate, well-organized schedules. • Conduct variance and trend analysis, developing an understanding of the underlying business drivers. • Gather and validate data and manage inputs to ensure analyses reconcile to source systems. • Develop dashboards and reporting workflows, identifying opportunities to reduce manual effort. • Develop fluency in the operational drivers, KPIs, and economics of home care. • Communicate findings clearly and escalate issues promptly. • Apply approved AI tools and automation to improve reporting efficiency.