• Build, maintain, and enhance Google Sheets-based Marketing P&L models to forecast headcount investments, bookings, revenue, and margin performance, enabling accurate short- and long-range planning. • Lead quarterly business reviews, monthly forecast cycles, and annual planning for Marketing, delivering clear insights on performance versus plan and actionable recommendations for leadership. • Partner with Accounting during month-end close to validate accruals, reconcile key variances, and prepare concise variance commentary that explains performance drivers for Marketing leaders. • Communicate financial performance, risks, and opportunities to FP&A leadership and Marketing managers/directors through clear reports and presentations that support data-driven decisions. • Manage your workstream with guidance from senior team members as needed, prioritizing deliverables and proactively escalating risks to ensure deadlines for forecasts, close activities, and reporting are consistently met.

• Provide day-to-day administrative and operational support to the Managing Director, including document preparation, reporting, scheduling, follow-ups, and task coordination • Conduct research on prospective clients, investors, sponsors, and speakers to support sales and event strategy • Prepare and maintain internal trackers, calendars, and reporting tools to support market awareness, performance monitoring, and planning • Export, organize, and format data from agendas, reports, and internal systems for use in sales, marketing, and planning initiatives • Assist with preparing internal team documents, SOPs, benchmarks, and performance materials based on the Managing Director’s direction • Coordinate client-related tasks such as scheduling calls, collecting materials, confirming deliverables, and managing follow-up communications • Support sponsor and speaker coordination by tracking materials, deadlines, and marketing deliverables • Assist with sourcing and coordinating potential event venues through existing client relationships when needed • Perform light outreach and administrative follow-up with clients and prospects on behalf of the Managing Director • Maintain accurate records of client, sponsor, and conference data in CRM and internal systems • Collaborate with internal teams to ensure priorities, deadlines, and communications are properly aligned • Support sales and audience development activity as needed during slower periods

• Provide advanced financial planning & analysis (FP&A) project support to the Enterprise Information Technology (IT) organization. • The IT Finance Lead will be responsible for supporting long term Cencora Digital & Technology projects through long range forecasting, change management requests, and additional strategic finance support. • Manage the financial relationship between Cencora and key strategic IT vendors including SOW review and tracking, monitoring vendor adherence to financial contract terms, and reconciliation of vendor accounts. • Monitoring and reporting key Program Accounting initiatives, including project financial reviews. • Maintain and monitor IT Financial processes that are part of the project life cycle, including assisting with training for project managers. • Serves as an educational resource to internal and external partners, as well as business leaders, to aid in the understanding of financial results and measurement systems/metrics. • Provide financial consulting and analytical support, including budgeting and forecasting, to leadership of assigned shared service organizations. • Serve as a mentor for junior IT Financial Analysts. • Work closely with shared service leaders to understand business needs and requirements and ensure alignment of forecasts and budgets. • Monthly accrual and expense re-class entry preparation. • Audit task charge codes in Clarity to ensure proper Accounting standards are followed. • Maintain forecast of operating expense and capital expenditure. • Support the development, maintenance, and continuous improvement of the annual budgeting and ongoing forecast processes. • Assist the capital planning process for assigned organizations, including conducting research and analysis, validating business cases, creating financial models, and making recommendations. • Analyze and interpret financial data and formulate conclusions and recommendations to supported organizations to address concerns or areas of opportunity. • Report monthly actual results against budget and forecast; investigate and explain causes of variance. • Analyze trends and cost drivers and highlight risks and opportunities. • Provide financial analysis to help IT leadership understand financial results and support business decisions. • Provide analysis for monthly management reviews. • Knowledge, understanding, and compliance with Company policies and procedures. • Provide feedback to management concerning possible problems or areas of improvement. • Make recommendations to implement improved processes. • Perform other duties as assigned by management.

• Build and maintain the financial structure across the MSO and multiple state medical groups (GA, MI, MO, etc.) • Own the migration from QuickBooks Online to a multi-entity accounting system • Partner closely with the Practice Manager to align RCM operations with financial reporting • Manage Belle’s financial forecast model for growth, staffing, cash flow and new markets • Oversee financial operations across all entities (Ramp Treasury accounts, intercompany transfers, payroll entity separation) • Maintain GAAP-compliant financials across all entities • Initially run point as a one-person department (with bookkeeper + PM support)