• Act as a trusted deputy to the CFO on planning, forecasting, and strategic analysis • Independently lead financial workstreams that inform executive and Board decisions • Pressure-test assumptions, surface tradeoffs, and provide clear recommendations • Own the company’s rolling forecast, re-forecast, and long-range planning • Build scenario-based models that leadership uses to understand risk, opportunity, and tradeoffs • Ensure forecasts are decision-oriented — not academic or backward-looking • Partner deeply with Growth, Marketing, Product, and Operations to evaluate performance and scalability • Develop clear frameworks for ROI, unit economics, and capital efficiency • Support pricing, growth investments, and strategic initiatives with rigorous analysis • Establish a lean, high-signal FP&A cadence that leadership trusts • Build executive-ready dashboards and narratives that connect financial outcomes to business reality • Continuously raise the bar on analytical rigor, clarity, and speed • Help shape a small, high-performing FP&A team over time • Coach and challenge strong performers; address gaps quickly • Optimize for impact per person, not headcount growth

• Own budget tracking across multiple spend categories, including T&E, discretionary, vendor, and other operational expenses, ensuring all financial data is accurate and up to date • Monitor forecast versus actuals, identify variances, and proactively communicate risks, gaps, or changes that may impact the broader budget plan • Manage large and complex budgets, potentially in the millions, with a high degree of precision, organization, and accountability • Build, structure, maintain, and improve spreadsheets and trackers used for budget management, headcount reporting, vendor oversight, and financial planning • Support and manage vendor processes, including approvals, purchase order creation, PO tracking, and ongoing administrative coordination • Track and maintain both FTE and vendor headcount, including updates tied to hiring plans, approvals, and budget allocations • Adapt quickly to the communication styles and working rhythms of multiple executives while delivering highly detailed, accurate, and proactive support

• Prepare materials for Weekly and Monthly Business Reviews, Board presentations, quarterly updates, and strategic discussions. • Lead actual vs budget analysis, including variance investigation, trend identification, and clear, actionable commentary for leadership. • Develop and maintain KPI reporting for managers and department leaders, ensuring consistency, accuracy, and scalability. • Drive solid operating cadence and financial discipline across monthly, quarterly, and annual forecasts and planning. • Build strong relationships and influence business decisions with leaders across the BetterHelp organization as well as with the Finance counterparts at Teladoc, our parent company. • Build and maintain financial models to support scenario analysis, resource planning, and long-term financial outlooks. • Partner with the business to perform cost analysis, margin analysis, and overall economics for new products, features or bundles. • Assist in initiatives to centralize data for more streamlined reporting and analytics. • Contribute to process improvement initiatives and identify requirements for enhancements to existing systems and workflow; automate processes as possible. • Query and manipulate data from various systems to reconcile discrepancies, identify root causes & trends, and summarize findings for leadership. • Partner with Accounting during month-end and quarter-end close to validate financial results and ensure alignment between FP&A and actuals. • Perform various ad-hoc analyses

• Serve as senior strategic partner to business leaders, in particular the BetterSleep business unit which also operates under the Teladoc parent company. • Build and oversee robust financial models to support scenario planning, resource prioritization, and long-term financial strategy. • Own and lead materials for Weekly Reviews, Board presentations, quarterly updates, and strategic discussions. • Lead and elevate actual vs budget analysis, including variance investigation, trend identification, and clear, actionable commentary for leadership. • Oversee and develop KPI reporting for managers and department leaders, ensuring consistency, accuracy, and scalability. • Drive solid operating cadence and financial discipline across monthly, quarterly, and annual forecasts and planning. • Partner with the business to perform cost analysis, margin analysis, and overall economics for new products, features or bundles. • Lead initiatives to centralize data for more streamlined reporting and analytics. • Identify and drive process improvement initiatives and identify requirements for enhancements to existing systems and workflow; automate processes as possible. • Query and manipulate data from various systems to reconcile discrepancies, identify root causes & trends, and summarize findings for leadership. • Partner with Accounting during month-end and quarter-end close to validate financial results and ensure alignment between FP&A and actuals. • Lead complex ad-hoc analyses and strategic projects that inform company-level decisions.