• Own core planning processes that guide company decision-making. • Manage and continuously improve the company’s monthly forecasting process • Maintain and evolve the company’s operating model across revenue, expenses, and cash • Develop scenario models to support planning, investment decisions, and board discussions • Leverage cutting-edge AI tools to scale our financial operations • Provide leadership with clear insights into company performance and key drivers. • Lead financial budget vs. actual performance reviews with executive team members • Translate financial results into actionable insights for the executive leadership team • Develop executive-ready reporting and dashboards that track the company’s most important KPIs • Support leadership in evaluating the company’s most important strategic decisions. • Partner with the executive team to evaluate new products, partnerships, and growth initiatives • Support leadership in prioritizing investments across product development, infrastructure, and go-to-market • Help the company understand and optimize the economics of AI infrastructure. • Partner with engineering and product leadership to analyze AI infrastructure costs and scaling dynamics • Build frameworks to evaluate unit economics across AI compute, model inference, and platform usage

• Financial management & accounting (85%) — Responsible for the company’s financial control and strategic planning • Prepare forecasts, budgets, inventory and reporting as a basis for decision-making • Optimize cash flow, cost structures and financing strategies to support sustainable growth • Ensure our accounting is accurate, timely and compliant — including recordkeeping and travel expense reports • Coordinate external tax advisors and accountants • Handle payments and team procurement requests • Oversight of international taxes (OSS) • Develop and lead accounting processes (SOPs) • People and Office Operations (15%) — Manage employment contracts, time tracking and leave requests • Calculate and submit monthly payroll • Serve as point of contact for general team inquiries and everyday matters • Handle various administrative tasks to keep operations running smoothly • Develop and lead HR processes (SOPs)

About Private Health Management Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trusted by healthcare providers and businesses, PHM offers independent, science-backed insights to help clients make informed decisions and access the best care. About the Role As a Financial Analyst at PHM, you will elevate our financial reporting rigor, KPI maturity, and forecasting capability during a period of rapid growth and increasing complexity. You will play a high-impact role on a lean Finance team, with strong ownership, autonomy, and visibility across leadership. As a Financial Analyst at PHM, you will establish a consistent reporting cadence across monthly close, forecast cycles, board reporting, and KPI packages while reducing manual processes and strengthening documentation. You will also help maximize our use of our FP&A platform and improve cross-functional data integration to drive deeper financial insights and scalable processes. What You’ll Accomplish - Support budgeting, forecasting and strategic planning activities - Identify and assist in developing streamlined processes that are scalable and effective in meeting the evolving needs of a rapid growth business - Support development and maintenance of weekly and monthly revenue, financial reporting, planning and KPI’s - Help maintain and deliver leadership-ready board and company KPI reporting packages - Create, analyze and maintain meaningful reports to various department stakeholders to drive expense visibility and improvement - Other duties and projects as requested How You’ll Spend Your Days Financial Reporting & Close Management - Own the monthly reporting calendar to ensure timely close, forecast, and board/KPI packages. - Maintain standardized reporting decks and processes Budgeting & Forecasting Support - Help Prepare and manage budget and forecast inputs, model assumptions, and contribute to scenario analysis - Partner cross-functionally to improve forecast accuracy and reporting consistency KPI Governance & Data Integration - Define and document KPI logic across systems to ensure consistency and reliability - Improve data integration across various technology systems across organization Automation & Process Improvement - Streamline automation opportunities to reduce manual reporting - Build scalable workflows that improve reporting speed, accuracy, and repeatability Profitability Analytics - Deliver recurring corporate and individual-level profitability reporting for leadership What You Bring to the Table - 2+ years of FP&A experience, including supporting budgeting and forecasting processes - Demonstrated ownership of month-end reporting workflows with strong checklist rigor and deadline adherence - Advanced competency in Excel (pivot tables, lookups, formulas) - Strong financial statement fluency, including accrual accounting and understanding of financial statement relationships - Strong analytical skills with high attention to detail and the ability to summarize large amounts of data - Track record of improving automation or reducing manual spreadsheet dependency - Ability to prioritize under pressure and communicate proactively with cross-functional stakeholders - Ability to be flexible and adapt quickly to shifting priorities and business needs Read what current Team Members say about working at PHM! Compensation The target base salary for this position is $75,000-$90,000. This base salary is only a part of a total compensation package that also includes: health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents) and other benefits. Individual pay may vary from the target range as a number of factors including market forces, experience, location, disparities in market data and other relevant business considerations may all factor into final compensation. Location This is a remote role requiring that you live in and physically perform all work in the United States. Next Steps Private Health Management is a remote company with employees around the United States. We’re committed to providing a thoughtful, transparent interview experience and meaningful opportunities to get to know our company, mission, and wonderful teammates through fully remote interviews. If your application is selected for interviews, you’ll hear from a member of our recruiting team to schedule next steps. Interviews will also include: the hiring manager, peers, and often an executive from the department. PHM uses AI-enabled tools at certain points in the recruiting process to help identify and evaluate top talent; however, all hiring decisions are made by human reviewers. Have a quick question about the role? Email careers@privatehealth.com or simply apply here. Anticipated Pay Range $75,000—$90,000 USD

• Sourcing - proactively identifying new investment opportunities and qualifying inbound leads for the firm by meeting with entrepreneurs • Deal Diligence - helping the team evaluate new investment opportunities through market research, product reviews, competitive analysis, metrics analysis, customer/user reviews and operational and financial diligence • Assist in negotiating all transactions between the business and potential acquisitions; creates investment conclusions and similar presentations for management for assessment, valuation and modelling of various transaction types and structures • Liaise with the legal and finance departments in ensuring that there is a seamless execution of merger and acquisition transactions • Develop detailed financial models and valuation analyses for all potential transactions and provides input into the preparation of technical reports for senior management that effectively communicate all review findings • Stay informed on market trends governing mergers and acquisitions, ensuring that all of the business's M&A initiatives are within the confines of the law