• 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).

• Serve as a strategic thought partner to the COO, Chief Dreamer, and Board, translating organizational strategy into fundable operating plans and measurable performance expectations. • Own a driver-based, multi-year (3-5 years) financial model across entities and countries, linking program strategy and outcomes, headcount, delivery assumptions, and funding scenarios. • Build and maintain unit economics and cost-to-serve models to inform program design, resource allocation, and scale decision-making. • Lead scenario planning and investment cases to inform expansion, partnership terms, and capacity investments. • Design and iterate the systems-change cost model, including cost-down pathways, operational implications, and quality guardrails that protect impact. • Establish a monthly performance cadence: rolling forecast, top driver variance narrative, and a decision log that clarifies tradeoffs and implications. • Oversee financial management across the U.S., Uganda, and Rwanda, ensuring accurate, timely, and compliant financial operations. • Produce and analyze consolidated monthly, quarterly, and annual financial reports for internal and external stakeholders. • Ensure compliance with GAAP, donor regulations, and all local statutory requirements. • Lead and coordinate annual audits across all entities, including preparation of the consolidated financial statements and IRS Form 990. • Strengthen and maintain financial controls, policies, and procedures that safeguard assets and ensure accountability. • Identify and implement process and systems improvements to increase efficiency, transparency, and accuracy. • Design, implement, and monitor robust internal control frameworks across US and East African entities to mitigate risks related to fraud, data integrity, and regulatory non-compliance. • Direct global treasury functions, including cash flow optimization and the development of strategies to manage foreign exchange volatility and liquidity across USD, UGX, and RWF.