• 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.

• Serve as primary liaison with the external accounting firm, attend biweekly meetings, and coordinate deliverables with the chief development & operations officer. • Manage accounts payable and receivable, ensuring accurate coding, timely invoice approvals and payments, and prompt receipt and deposit of funds. • Review and reconcile company credit card transactions monthly and staff reimbursements weekly. • Prepare and present regular spending, budget-to-actual, and trend analyses for budget owners and leadership, including quarterly review meetings. • Support the chief development & operations officer during the annual audit, tax return preparation, and annual budgeting processes, providing financial data, reconciliations, and documentation as needed. • Coordinate quarterly meetings with the Finance Subcommittee of the FPF board of directors to review investment performance with the external investment manager and schedule the annual meeting to review and approve audited financial statements. • Support financial compliance and process improvements by updating policies, training staff, and identifying automation opportunities. • Track grant-related income and expenses, and prepare financial documentation for funder reports. • Maintain accurate records in accounting systems, ensuring timely entry of employee/vendor information, invoices, payments, and deposits. • Review contracts and vendor agreements to ensure alignment with budget parameters. • Recruitment support — maintaining applicant tracking records, posting jobs, screening resumes, and scheduling interviews for/providing application materials to hiring panels. • Onboarding of new staff and contractors — procurement of equipment, scheduling of onboarding meetings and trainings, and handling I-9 verifications. • Coordinating annual performance review process — sending emails and reminders to relevant parties about submitting their assessments, and processing salary updates. • Drafting agreements for independent contractors in accordance with relevant budgetary considerations. • Maintenance of general organizational infrastructure (i.e., forwarding state tax notices; approving PTO requests; and processing any updates to our employee handbook and organization-wide holiday calendar).

• Managing a tight process with our internal Finance team to ensure a swift month-end close process (e.g. managing accruals schedules, managing our bank accounts and supplier payments, liaising with our Tax team to post their numbers, etc). • Understanding the business and our products to write insightful management commentary. • Working with our engineers and data teams to automate the production elements of this role, allowing you to focus on the parts of the role where your knowledge and skills provide the most value. • Helping understand any differences between US GAAP and IFRS accounting. • Learning SQL skills to run reports and propose solutions that make our processes efficient and scalable. • Maintaining existing and develop new controls that protect our financial data and our balance sheet substantiation process. • Supporting our year end process working with external auditors and our Financial Reporting squad. • Reviewing new products, assessing the accounting and implementing them in our banking platform and accounting system. • Working with the business to assess the impact of changes in accounting standards and make proposals on accounting policy matters for new products launched. • Helping maintain the integrity of our chart of accounts and financial static data. • Helping with payment runs to our growing number of suppliers, working closely with our UK Financial Operations team. • Helping with some of our US tax activities, liaising with external advisors and our Group Tax team. • Resolving miscellaneous inquiries and support the overall finance team wherever needed - from forecasting and valuations, to bank transfers, transfer pricing and tax policy research!