• Support budgeting, forecasting, and long-range planning with a strong GTM lens • Own acquisition-related financial models (CAC, cohort analysis, channel mix) • Prepare analyses for Executive leadership (board materials, investor diligence) • Continuously improve forecasting accuracy by incorporating funnel dynamics • Build and maintain Looker models (LookML) or equivalent semantic layers in other BI tools • Translate raw data into finance-grade metrics suitable for board and investor reporting • Design and own executive dashboards monitoring that should be self-service and have early-warning indicators • Architect and maintain multi-touch attribution models to evaluate marketing ROI across channels • Partner with Marketing and Sales Ops to define source of truth for leads, opportunities, and customers, as well as reconcile marketing performance metrics with financial outcomes

• Manage, mentor, and develop a high-performing team of three direct reports. • Foster a culture of accuracy and accountability, providing final review and quality assurance on the team’s output before it reaches executive leadership. • Prioritize workstreams for the pod, balancing the monthly reporting cadence with long-term strategic projects. • Own the "Total Company" P&L. Synthesize Revenue inputs and OpEx forecasts into a cohesive monthly performance narrative. • Lead the preparation and presentation of financial materials for the Monthly Forecast Review and Board of Directors meetings. • Ensure the financial narrative clearly explains the "why" behind variances, translating complex data into business-focused insights for the CFO and Executive Team. • Oversee the forecasting and budgeting for all Operating Expenses and Headcount. • Serve as a senior business partner to key functional leaders, helping them navigate trade-offs and manage their budgets effectively. • Proactively identify risks and opportunities within the cost structure and drive cross-functional initiatives to improve margins. • Provide strategic direction for our financial planning software. • Drive continuous improvement in the forecasting cycle.

• Own and manage the member-facing phone line, delivering compassionate, timely, and solutions-oriented support. • Manage expedient and accurate Verifications of Benefits (VOBs) to ensure members can access care without delay. • Collaborate and strategize cross-functionally with our member growth team to streamline onboarding and ensure a seamless member experience. • Oversight, monitoring, and management of the Prior Authorization Process, ensuring timely submission of authorization requests. • Supports member billing, collections, and payment posting processes in compliance with organizational policies and applicable regulations. • Bring a bias to action and high EQ, balancing detail-oriented execution with the ability to calmly navigate change, ambiguity, and unexpected challenges. • Be part of a culture that values adaptability, resilience, and continuous improvement.

• Analyze and report departmental budget and forecast variances, recommending corrective actions as necessary. • Analyze key vendor expenditures to identify cost-saving opportunities. • Lead reporting, analysis, and forecasting for designated organizational expense categories. • Monitor and report capital expenditure, supporting ROI analysis as needed. • Prepare and delivery monthly performance reports for operational teams, communicating results to Senior Leadership. • Analyze headcount-related expenses with a focus on volume, rate and mix drivers. • Utilize SQL and other database tools to data mine and link datasets to key financial metrics. • Provide process improvement suggestions to business leadership. • Develop predictive models and forecast inputs for month, quarterly and annual projections. • All other duties as assigned.