• Revenue Reporting and Analysis. • Daily and weekly revenue performance Backlog reporting and analysis. • Development of monthly revenue forecasting Support for monthly performance review with corporate Executive Committee • Development of annual revenue plan. • Support of annual value creation plan (VCP) • End-user sales vs. purchases reporting. • Support of monthly SIOP process Margin analytics including impacts from volume, rate, and mix. • Pricing attainment and analytics Development of pro forma financials for RFP’s and Business Case models • Marketing support (growth/product share by product lines / portfolios) • Data tools and reporting to commercial organizations • Perform compliance audits on existing customer and GPO contracts • SAP pricing maintenance Price discount analysis and approvals • Rebate and pricing control audits (internal/JSOX) • Promotion analytics / discount controls • Annual price rolls Contracting support (contract and rebate administration) • Pricing discrepancy resolution • Maintenance of commissions model including data collection and cleansing Administration of commissions payments • Analytics of payouts relative to budget Assist commercial leadership team with development of incentive plans

About AssistRx AssistRx is a market leader in specialty medication access technology and services. Through a combination of advanced software, data intelligence, and end-to-end patient support solutions, we accelerate therapy initiation and improve patient outcomes for pharmaceutical and biotech partners. As a high-growth, tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator—where data, insights, and disciplined capital deployment drive meaningful impact. About the Role The Senior Manager, Strategic Finance & Investments is a high-impact, analytical powerhouse role for someone who thrives at the intersection of strategic finance, investment analysis, and value creation. You will act as a trusted strategic partner to senior executives, owning the models, insights, and investment frameworks that shape the company’s long-term strategy, pricing, operational performance, and allocation of capital. This is an individual contributor role with outsized influence—ideal for top performers from investment banking, private equity, management consulting, or corporate development who want meaningful ownership, exposure to senior leadership, and the ability to directly influence decision-making. What You’ll Lead Strategic Modeling & Investment Analysis - Build and maintain dynamic, multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value creation initiatives. - Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements. - Partner with executives to quantify strategic options and define the financial implications of key decisions. Performance Analytics & Value Creation - Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines. - Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth. - Provide recurring performance insights to leadership and partner teams to drive accountability and execution. Executive & Board-Level Communication - Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions. - Distill complex analysis into clear, strategic recommendations to influence senior decision-makers. - Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights. Cross-Functional Partnership - Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans. - Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities. - Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor.

About AssistRx AssistRx is a market leader in specialty medication access technology and services. Through a combination of advanced software, data intelligence, and end-to-end patient support solutions, we accelerate therapy initiation and improve patient outcomes for pharmaceutical and biotech partners. As a high-growth, tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator—where data, insights, and disciplined capital deployment drive meaningful impact. About the Role The Senior Manager, Strategic Finance & Investments is a high-impact, analytical powerhouse role for someone who thrives at the intersection of strategic finance, investment analysis, and value creation. You will act as a trusted strategic partner to senior executives, owning the models, insights, and investment frameworks that shape the company’s long-term strategy, pricing, operational performance, and allocation of capital. This is an individual contributor role with outsized influence—ideal for top performers from investment banking, private equity, management consulting, or corporate development who want meaningful ownership, exposure to senior leadership, and the ability to directly influence decision-making. What You’ll Lead Strategic Modeling & Investment Analysis - Build and maintain dynamic, multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value creation initiatives. - Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements. - Partner with executives to quantify strategic options and define the financial implications of key decisions. Performance Analytics & Value Creation - Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines. - Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth. - Provide recurring performance insights to leadership and partner teams to drive accountability and execution. Executive & Board-Level Communication - Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions. - Distill complex analysis into clear, strategic recommendations to influence senior decision-makers. - Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights. Cross-Functional Partnership - Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans. - Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities. - Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor.

• Partner with commercial leaders to drive business goals and make sound financial decisions for the organization. • Engage cross functional teams to execute financial plans and drive alignment on strategic priorities. • Model, evaluate and advise on the financial impact of partnership deals, promotional plans, pricing decisions and marketing investments. • Maintain long range planning, forecasting and budgeting processes. • Provide weekly and quarterly reporting and analysis on performance of the business against plan to the Senior Leadership team. • Use own initiative and analysis to spot trends or anomalies in the business which others cannot or have not seen, drive action from these insights. • Perform ad-hoc analyses and projects as required.