Casework (60%) - Interprets data accurately to research, analyze, and resolve cases within primary area function/process; may still be acquiring higher level skills; may have general knowledge of multiple functions/processes. - Conducts in-depth analysis to correctly identify problems, escalating issues as needed. - Makes appropriate and accurate decisions with strong knowledge of standard processes, systems, business rules, and procedures; may require application of non-standard policies and procedures to complete work. - Under the direction of the Manager, Specialist, or Mentor, may handle more complex casework. - Completes cases within defined turnaround times >Team Responsibilities (25%) - Gives and receives regular feedback/information in an open and positive manner. - Helps others with additional casework as needed. - Tries new ways of challenging the status quo and changing the way we work. - Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles. - Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth - Acts in a manner necessary to achieve organizational results (i.e. big picture). - Organizes work in a manner that allows team members to easily locate and complete casework when needed. >Customer Experience (10%) - Handles and takes ownership of standard and non-standard communications (phone, email) with the Field and Home Office partners. - Communication is professional, complete, accurate, timely, and effective. - Appropriately escalates exceptions to Manager, Specialist, or Mentor as appropriate. - Appropriately documents cases through the case management system. >Personal Learning and Growth (5%) - Exhibits a commitment towards personal learning and growth. - Takes initiative to learn topics outside of core responsibilities. Qualifications - High School diploma. - Minimum of two years of work experience demonstrating proficiency performing a variety of mathematical calculations and inputting accurate data. - Experience should include minimum of one year of previous field compensation experience, one year of call center and/or customer service experience, or a combination thereof in a financial services environment. - Strong demonstrated skills in analyzing complex information, problem solving, judgment, and independent decision making - Insurance Operations Experience a helpful - High level or organization and follow through. - Able to identify and establish priorities to meet deadlines on multiple assignments. - Demonstrated computer experience, including Word and Excel. - Commitment to quality customer service. - Has highly developed and demonstrated verbal and written communication skills proficiency within the home office and the field. - Must handle confidential data in a manner consistent with the Privacy Information Act and Northwestern Mutual Standards - Successful completion of any appropriate pre-employment testing. Compensation Range: Pay Range - Start: $20.51 Pay Range - End: $30.76 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. - Flexible work schedules - Concierge service - Comprehensive benefits - Employee resource groups

Role Description We operate in the disaster care and property insurance claims sector, where tight billing windows, multi-job cost control, and accurate financial reporting are non-negotiable. This role owns the numbers end to end, from subcontractor invoice verification through to monthly management accounts and cash flow forecasting. We need someone who understands the story behind the figures and gives leadership the clarity to act on them. This role exists to: - Ensure invoices from subcontractors and suppliers are checked, coded, and processed correctly - Track costs at a per-job and company-wide level so we always know our margins - Produce timely management accounts and cash flow reports that allow the directors to make informed decisions - Safeguard our cash position by managing our debtor and creditor ledgers — including our 22-day billing window with insurers Invoice management and cost control - Review and verify subcontractor and supplier invoices for accuracy, coding, and authorisation before payment - Match invoices to job records and flag any discrepancies or unexplained cost variances - Maintain a real-time view of committed costs and actual spend per job/claim - Prepare and submit invoices to insurer clients, ensuring all submissions are within the agreed payment window Management reporting - Produce monthly profit and loss accounts and a rolling cash flow forecast - Prepare a weekly aged debtor and aged creditor summary - Provide a cost-per-claim analysis to help the directors understand profitability by job type - Highlight financial risks or anomalies proactively — do not wait to be asked Financial controls and compliance - Maintain accurate records in line with HMRC and Companies House requirements - Support the year-end process and liaise with external accountants as required - Ensure all financial processes comply with GDPR and company data handling policies - Recommend improvements to existing financial processes and controls where gaps are identified Qualifications - Bachelor’s degree in Accounting, Finance, or a related field - 3–5 years’ experience in a financial analyst or management accountant role - Strong experience with financial modelling, budgeting, and forecasting - Advanced Excel skills including pivot tables, lookups, and complex formulas - Solid understanding of P&L, balance sheet, and cash flow statements - Practical experience supporting month-end close processes - Strong understanding of job costing or project-based accounting - Excellent written and verbal communication skills - Ability to work independently with minimal supervision - Excellent attention to detail and strong organisational skills - Comfortable in a fast-moving, growing business where processes are still being built Requirements - Professional qualification: CMA (Certified Management Accountant), CPA, CIMA, ACCA, or equivalent - Experience in the insurance, construction, remediation, or property services sector - Familiarity with cloud-based accounting software (Xero, QuickBooks, or similar) - Experience supporting a business through rapid growth or operational change - Previous experience as a fractional or portfolio finance professional What success looks like - Established a recurring monthly reporting pack (P&L, cash flow, aged debtors/creditors) - Implemented a job-level cost tracking process - Identified at least one area where a process improvement could reduce financial risk

• Perform EDD on customers across high risk industries, including review of relevant export control and licensing regulations • Improve due-diligence processes, documentation, and supporting systems (clarity + traceability) • Assist with regulatory changes; participate in cross-functional projects • Collaborate with internal stakeholders, business partners and second-line control functions • Lead continuous improvement around tooling, SOPs and policies • Contribute to specialist training and knowledge sharing • Stakeholder engagement to raise the profile of Compliance • Prepare data-driven internal management reports

• Dar seguimiento a las cuentas para identificar las deudas pendientes • Localizar y contactar a los clientes para hacer seguimiento a los pagos vencidos • Tomar medidas para propiciar el pago oportuno de la deuda • Registrar y reportar oportunamente los pagos recibidos • Actualizar los registros de estado de cuentas y esfuerzos de cobro