• Support and maintain Lola Blanket’s financial model and assist with all financial analysis, forecasting and budgeting. • Conduct variance analysis and reporting on results versus budgets. • Assist in building business cases to assess and prioritize new channel and product opportunities, including market sizing and margin analysis. • Support pricing analysis to make recommendations for new product development strategies. • Report on key business drivers that have the highest impact on the growth and profitability of the business. • Analyze the key drivers and surface insights to support strategic recommendations to improve business performance. • Support the monitoring and forecasting of cash flow and working capital. • Build and maintain cross functional relationships to support Lola Blankets' financial goals. • Collaborate with Marketing to report on the financial performance of customer acquisition strategies and channels. • Support the preparation of concise, financial analysis-backed presentations and recommendations for leadership. • Contribute to the company's strategic planning process by assisting with financial insights and projections that align with business objectives. • Monitor the performance of Lola’s competitors and provide performance summaries to recommend any successful strategies.

• Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans • Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead • Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing • Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset • Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP • Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them • Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit • Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements • Build pro formas for new locations, new service lines, and provider compensation structures

• Supervise accounts payable and accounts receivable routines • Monitor operational cash flow • Monitor customer delinquencies • Ensure financial reconciliations and organized record-keeping • Validate payments prior to release • Consolidate financial information for management • Oversee recruitment and selection processes • Supervise onboarding, terminations, and employment documentation • Support internal communication and administrative routines • Organize contracts, documentation, and internal controls • Monitor people-related indicators • Organize and allocate tasks • Track performance and deadlines • Ensure quality of deliverables • Identify process improvements • Improve administrative and financial processes • Ensure proper document organization • Support implementation of operational improvements

• Own the end-to-end GTM revenue forecasting process, including inputs, assumptions, pacing, and forecast accuracy. • Partner with GTM leadership to translate pipeline, consumption, renewals, services capacity, and pricing dynamics into a cohesive forecast. • Develop and maintain models to support scenario planning and sensitivity analysis (e.g., pricing changes, demand shifts, pipeline conversion, services utilization). • Act as the primary finance partner to senior GTM executives, providing actionable insights to support strategic and operational decisions. • Build strong relationships across Sales, Marketing, Partner, Customer Success, and Professional Services to align performance drivers to outcomes. • Lead GTM opex planning, tracking, and variance analysis, highlighting risks and opportunities and recommending actions. • Establish and reinforce cost management practices, including investment frameworks and ROI analysis for key GTM initiatives. • Partner with functional leaders to optimize spend while enabling growth. • Collaborate with other FP&A leaders to ensure consistent assumptions, reporting, and storylines across the business. • Align GTM planning with broader company financial targets, including cross-functional dependencies and shared initiatives. • Deliver timely, high-quality analysis for evolving business questions (e.g., deal economics, comp plans, GTM productivity, services margins, pricing changes).