• Prepare reporting packages for internal management and external investors; including in-depth analysis of Budget vs Actual, trending analysis, forward looking implications, and develop the overarching narrative of the business • Possess deep understanding of the client base and revenue of the business • Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue; both historical variance and forward looking forecasts • Coordinate with Accounting, RevOps and Customer Success to properly align new bookings and net retention reporting • Possess intimate knowledge of Salesforce.com and Netsuite data • Present and run internal monthly financial review meetings with senior management and external investors • Participate in the monthly close process; namely, month over month revenue review, departmental mapping, GL coding, and roll forward of the forecast • Perform ad-hoc research and analyses to support Sales, Customer Success, Product & Development, and the C-Suite • Own the accuracy of commissions and quarterly bonus calculations • Conduct interviews and research to aid in the development of the annual budgets and rolling forecasts • Continually strive to improve and streamline processes and system configuration • Aid in the integration of acquisition financials and develop proforma reporting capabilities

• Design full-course curricula for high school STEM subjects (e.g., AP Business with Personal Finance) • Develop instructional materials including student lessons, assessments, labs, and projects • Ensure alignment to New York State standards and Zeta’s academic vision • Embed inquiry-based learning and assess content mastery • Collaborate with academic leaders and iterate on curriculum materials based on feedback.

• Educate clients on compound interest, retirement and financial protection strategies • Build and manage your own client base • Participate in training and licensing preparation • Develop referral relationships

• Performance Modeling • Develop and maintain financial and actuarial models that support Frontier’s model of reducing overall cost of care and improving health outcomes among self-insured employers. • Quantify and analyze year-over-year cost savings, ER/Urgent Care claims reduction, high-cost claimant reduction, and clinic utilization trends. • Support savings guarantee tracking and validation; develop forecasting tools to support contractual savings guarantees. • Design and/or vet ROI methodologies across new employer segments and markets. • Assist in benchmarking Frontier’s performance against traditional health plan cost structures. • Evaluate clinical and operational performance metrics such as engagement rates, clinic utilization, specialty diversion, and high-cost patient management. • Analyze utilization patterns, claims-equivalent data, and population health trends to identify opportunities for cost reduction and care optimization. • Partner cross-functionally with clinical and operations leaders to align financial performance with care delivery outcomes. • Strategic Planning • Partner with executive leadership to inform budgeting, forecasting, and long-term strategic planning. • Provide financial insights to support employer reporting, board reporting, and customer-facing presentations. • Communicate findings clearly and effectively to non-technical stakeholders, including clinical teams, operational leaders, and external customer groups. • Contribute to pricing strategy and financial modeling for new products (e.g., Frontier Rx) and expansion into new employer locations. • Support pro forma modeling, sensitivity analyses, and risk scenario planning.