• Client Engagement: Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans. • Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more. • Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress. • Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely. • Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence. • Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture. • Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites. • Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration. • Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date. • Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour. • Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs. • Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts. • Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective. • Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management. • Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies for clients.

• Prepare and initiate accounting journals • Prepare and send customer statements and reports • Prepare and post multiple accounts receivable/billing files • Prepare and submit supplier invoice payment files (EIB) and customer invoice inbound payment files • Audit accounts payable invoices • Maintain and update customer billing information • Set up, maintain, and report on insurance claims in the ancillary system • Setup, maintain account details, investigate variances, and process bills for utilities • Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit • Answers complex fiscal questions and provides information based on set materials and standards to various audiences • Reviews transaction processing internal controls and recommends policies and procedures • Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates • May train staff on financial processes and best practices • Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations • Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies • Reallocates expenses to appropriate funding strings

Role Description Pratt & Whitney has an immediate remote opportunity within the Global Supply Chain (GSC) Finance organization for a Manager, FP&A Finance-Worldwide Procurement. - Although the position is listed as remote, preference is for the candidate to be located in the East Hartford, Connecticut campus location. - Those located in the East Hartford location will have the opportunity to work a Hybrid based schedule. The Pratt & Whitney (P&W) Global Supply Chain (GSC) organization is a dynamic organization with significant growth challenges over the next 10 years. The organization is currently focused on its sourcing strategy for commercial P&W Pure Power geared turbofan engine and the military F135 Joint Strike Fighter. The combination of these engine programs will result in unprecedented procurement volume. Currently, P&W GSC manages $8B in product spend. In addition, the team manages the annual material overhead (MOH) budget of ~$500m. This position allows for the candidate to have the opportunity of working in a challenging environment and to work well with all levels within the organization. The candidate should also be able to provide a high level of customer support along with a focus on business results. Key Responsibilities: - Responsible for the monthly MOH operating expense closing process, monthly MML and OMM including long range planning. - Prepare and support monthly GSC Finance review with senior management. - Provide financial support for supplier contract negotiations, forecasting procurement part cost, and analyzing tactical sourcing decisions. - Join GSC Finance teams in supporting CORE initiatives for continuous improvement. Qualifications - Bachelor’s degree in accounting or finance or related field required with at least 8+ years of relevant work experience; OR an Master's degree with 5+ years of relevant work experience. - Strong MS Excel & MS PowerPoint. - Strong data analytics skills and interpersonal skills with ability to work with individuals and/or team at all levels. - U.S. Citizenship required, as only U.S. citizens are authorized to access information under this program/contract. Requirements - HFM and/or SAP experience. - Organized with strong written and verbal communication. Benefits - Medical, dental, vision, life insurance. - Short-term disability, long-term disability. - 401(k) match, flexible spending accounts. - Flexible work schedules, employee assistance program. - Employee Scholar Program, parental leave. - Paid time off, and holidays. - Annual short-term and/or long-term incentive compensation programs.

• Own the analytical infrastructure that keeps our financial planning rigorous and current, including driver-based forecasting models, variance analysis, and the dashboards that leadership depends on to make decisions • Reduce the manual overhead that slows down finance teams and help the organization move from reactive reporting to forward-looking insight • Build and maintain the models and processes that underpin our 13-week cash forecasting, annual budgeting, and ongoing reforecasting cycles • Prepare monthly and ad hoc variance analysis focused on what drove the delta, not just the delta itself • Translate findings into narratives that inform executive and board-level conversations • Support automation of recurring financial reports to reduce manual rebuild time • Assist in liquidity sensitivity modeling in support of weekly cash forecasting and lender reporting