• Develop long term relationships with members, building trust, and delivering customized financial solutions • Answering member inquiries and provide exceptional member service via inbound calls, emails, chat, SMS, video calls • Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals • Providing consistently fantastic member experience by adhering to standards and guidelines • Proactive in identifying and pursuing sales opportunities • Assisting members regarding technical inquiries or requests related to their online and mobile banking needs • Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards

• Develop and maintain project budgets, cost estimates, financial forecasts, and resource plans throughout the program lifecycle. • Monitor program expenditures, burn rates, and labor utilization to ensure projects remain within approved budgets. • Prepare recurring financial reports, executive dashboards, and performance metrics supporting Program Management Office (PMO) leadership. • Analyze cost, schedule, and resource variances and provide recommendations for corrective actions. • Support Contract Work Breakdown Structure (CWBS) planning, financial reporting, and project forecasting activities. • Partner with Project Managers and technical leads to improve financial visibility, resource allocation, and program planning. • Assist with earned value management (EVM) reporting and other project financial management activities, when applicable. • Maintain accurate financial records, documentation, and audit-ready reporting artifacts. • Support monthly program reviews, executive briefings, and customer financial reporting requirements. • Recommend process improvements that strengthen financial reporting, forecasting accuracy, and overall program efficiency.

• Act as a strategic finance partner to the New Unit Sales leader, supporting business strategy execution and achievement of growth targets. • Provide financial guidance on contract negotiations, ensuring balanced risk/reward outcomes and mutually beneficial agreements with customers and counterparties. • Improve deal profitability by influencing pricing, cost assumptions, cash flow optimization, and overall financial performance metrics. • Manage financial guarantees, letters of credit, and bank guarantees, ensuring alignment with commercial contracts and effective risk sharing. • Lead standardization and Lean initiatives, driving best practices, standardized tools, processes, and risk assessment frameworks across the commercial finance team. • Oversee financial planning, forecasting, and commercial metrics, delivering insights through market, customer, and deal intelligence to support business decisions. • Ensure financial integrity and risk management by partnering with controllership, supporting leadership deal approvals, influencing strategy, and providing recommendations on complex business challenges.

• Lead the Company's financial planning and analysis function • Serve as the principle strategic advisor to the Chief Financial Officer (CFO) and Executive Leadership Team (ET) • Lead enterprise-wide resource allocation and portfolio investment analyses • Represent Finance with external stakeholders • Lead the financial evaluation, due diligence, and integration planning for mergers and acquisitions • Develop and enhance integrated financial models, forecasting methodologies, and analytical tools • Oversee financial performance reporting • Partner closely with leaders across the organization to align financial plans with business priorities • Lead the transformation of Finance processes and systems