• Partner with CEO, CFO, and executive team to drive strategic financial decisions • Lead financial planning and analysis, including forecasting, external guidance, and budgeting • Report consolidated results and future projections to Audit Committee and Cardlytics Board on a quarterly and ad hoc basis • Collaborate with Controller and Investor Relations leaders to influence external discussions with auditors and investors • Manage and develop a high-performing Strategic Finance team with strong financial rigor and business partnership • Drive process improvements and implement best practices in financial operations • Ensure compliance with financial regulations and maintain strong internal controls

• Verify patient insurance eligibility and benefits prior to scheduled visits and procedures • Complete all required financial clearance activities within established timelines • Obtain referrals and prior authorizations from external physician practices and insurance companies • Prepare accurate and compliant Good Faith Estimates (GFEs) for services and supplies • Research and interpret payer-specific policies, coverage determinations, and medical necessity guidelines • Collaborate with internal revenue cycle teams, scheduling staff, clinical teams, and ambulatory surgery center leadership

Department: 88012 Advocate Foundation Operations - General Op Expenses Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: This position requires the majority of the hours worked between 8:00 am and 5:00 pm and is mainly remote, though office space is available in Oak Brook. Pay Range $41.10 - $61.65 Major Responsibilities: - Prepare Journal Entries for Restricted Fund Transfers - Prepare journal entries (for review and release by Corporate Finance staff) for restricted fund transfers requested by fund administrators. - Monitor fund transfer requests to ensure compliance with Advocate Health Care and ACF policies/procedures and external rules/regulations. - Prepare journal entries after review of supporting documentation to determine restricted fund, amount of transfer, purpose, authorizing manager, and receiving site cost center. - Review the restricted fund transfer request to determine compliance with donor intent for the restricted fund identified to be used. - Document journal entries to satisfy sound accounting procedures and meet the requirements and standards of internal and external auditors. Support Monthly Reporting and Close Processes - Assist with ACF Finance’s monthly reporting, supporting ACF VP Finance’s responsibilities in the monthly and annual accounting close processes. - Download or key financial information into accounting work paper formats. - Prepare or review schedules and work papers for many parts of ACF’s financial statements including investment income, donation revenues, operating expenses, prepaid expenses, pledge balances, pledge reserves, stock gifts, etc. - Monthly, reconcile the pledge receivables, estate receivables and interest in trust receivables in Lawson General Ledger to Raisers Edge, by fund. Prepare Additional Draft Journal Entries - Prepare other draft journal entries (for review and release by Corporate Finance staff) to ensure the accurate and timely recording and reporting of ACF’s accounting activities. - Review accounting of restricted and unrestricted funds to discover and correct errors. - Prepare accurate, adequately supported and well‑referenced standard, adjusting, and recurring journal entries to ensure an accurate general ledger. - Prepare reconciliation worksheets and other analyses to identify and justify journal entries to the accounting records. - Implement the opening and closing of restricted funds. - Download Raisers Edge data and prepare journal entry for upload to Lawson. - Accrue all expenses for month‑end close. Provide Financial Analysis - Gather, analyze and review data for benchmarking ACF operations. - Complete benchmarking and other surveys for fund‑raising revenues and operating expenses. - Complete Site Team requests. - Meet with Internal Audit Team and provide documentation for testing and respond to all inquiries. - Review all Restricted Funds that have a balance less than 1000 dollars and no activity during the previous 12 months and implement action identified from review. Create Reports for ACF Staff and Fund Administrators - Obtain complex reports of fundraising activity from ACF’s donor database. - Review with fund administrators the accounting activity of funds and answer questions as to the sources and types of fund accounting activity. - Explain to fund administrators the procedures for requesting fund transfers and other aspects of fund administration policy/procedures. - Review with fund administrators the accounting activity of funds and answer questions on the sources and meaning of a fund’s accounting activity. - Send reports of funds activity to site managers, site financial staff, and system financial staff. Minimum Job Requirements Education Bachelor’s degree in finance, Accounting, Business, or related field. Certification / Registration / License N/A Experience Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience. Knowledge / Skills / Abilities - Advanced analytical, problem-solving, and organizational skills - Strong communication and presentation abilities - Proficiency in Microsoft Office and financial systems - Ability to work independently and as part of a team in a fast-paced environment - Detail-oriented, able to manage multiple priorities, and meet deadlines Physical Requirements and Working Conditions Office-based, with occasional travel Ability to handle confidential information and work under pressure Preferred Job Requirements Education Master’s/CPA preferred Certification / Registration / License CPA, CMA, or CFP preferred Experience Healthcare experience preferred This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including: Compensation - Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training - Premium pay such as shift, on call, and more based on a teammate's job - Incentive pay for select positions - Opportunity for annual increases based on performance Benefits and more - Paid Time Off programs - Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability - Flexible Spending Accounts for eligible health care and dependent care expenses - Family benefits such as adoption assistance and paid parental leave - Defined contribution retirement plans with employer match and other financial wellness programs - Educational Assistance Program About Advocate Health Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

Instructors are responsible for leveraging their expertise to deliver education services to students through: - Planning and organizing instructional methods and resources - Programmatic accreditation (if applicable) - Facilitating student engagement in the classroom/learning environment - Working one-on-one with students - Assessing students and providing developmental feedback Position Requirements: - 3+ years of professional experience - Doctorate in Statistics