• Conduct thorough analyses of existing business processes to identify inefficiencies, bottlenecks, and areas for improvement. • Gather and document requirements from stakeholders to understand process needs and challenges. • Develop and design optimized business processes and workflows that align with organizational objectives. • Create process models and documentation to guide implementation and ensure clarity. • Identify and recommend technological or procedural solutions to improve business processes. • Collaborate with IT and other departments to develop and implement process improvement solutions. • Lead or support the implementation of process changes and improvements, ensuring minimal disruption to business operations. • Manage change initiatives, including communication, training, and support to facilitate adoption of new processes. • Establish metrics and key performance indicators (KPIs) to monitor the effectiveness of process improvements. • Analyze performance data to assess the impact of changes and identify further areas for enhancement. • Foster a culture of continuous improvement by identifying opportunities for ongoing process optimization. • Implement best practices and industry standards to ensure processes remain effective and efficient. • Work closely with business leaders, project managers, and other stakeholders to ensure alignment and support for process improvement initiatives. • Facilitate workshops and meetings to gather feedback and drive collaborative problem-solving. • Create and maintain detailed documentation of business processes, improvements, and results. • Prepare and present reports on process performance and improvement initiatives to stakeholders.

• Deliver timely, high‑quality client service that exceeds expectations. • Lead multiple data‑driven finance transformation engagements, overseeing workstreams such as: Analytics in support of QoE and FP&A during due diligence FP&A modernization BI/reporting implementation Data architecture and systems connectivity Operational analytics and performance dashboards • Build integrated data and reporting environments (e.g., Power BI, system APIs, data cubes) that enhance transparency, accuracy, and timeliness across the organization. • Develop and implement scalable forecasting, budgeting, and KPI frameworks aligned to strategic goals. • Identify and close data and reporting gaps; design processes that ensure accurate and consistent data capture across systems. • Translate complex financial and operational data into clear insights, narratives, and recommendations for executive teams and investors. • Partner with cross‑functional leaders to integrate finance data with operations, sales, and technology to improve end‑to‑end visibility. • Manage client relationships, project economics, and resource planning. • Support business development efforts, including proposal creation, thought leadership, and market presence. • Ensure deliverables meet firm quality standards and are completed on time.

• Lead and support up to 100-150 virtual urgent care providers • Monitor provider KPIs (capacity, utilization, quality, and member satisfaction) daily • Maintain frequent communication with providers through check-ins, team meetings, and written updates • Execute daily and weekly provider scheduling • Partner with the Practice Administrator and clinical support teams to resolve scheduling conflicts • Act as the primary point of contact for providers • Ensure providers follow established protocols, documentation standards, and compliance requirements • Identify inefficiencies or recurring issues in workflows and propose solutions • Work closely with the Director, clinical leadership, and provider network support teams

• Own and standardize HCHB workflows across all branches • Establish rules and cutoffs and various escalation pathways for workflow • Identify recurring workflow breakdowns and the associated fixes with branch owners • Create simple SOPs and pathways for all branches to follow • Conduct branch audits and provide coaching • Drive accountability through collaboration with the branch leadership until execution is consistent • Maintain a clear and prioritized backlog of workflow defects and improvements to ensure process improvement for the long run • Partner with the IT team and external vendors to improve workflows that impact changes for process improvement