• 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

Role Description The Financial Management Analyst- Budget Operations position provides functional technical advice and assistance to the Defense Health Agency Financial Operations Division financial and budget analysts and financial support personnel. Specifically: - Leverage extensive GFEBS (General Fund Enterprise Business Systems) experience to perform the following duties: - Develop and maintain annual and multi-year spend plans. - Track commitments, obligations, expenses, and disbursements for daily/weekly/monthly reporting requirements. - Extract, analyze, and distribute status of funds (SOF) reports, open commitments, and open obligations reports on current and prior fiscal year financial data for assigned program/project and organizational funds. - Assist with Funding and Creating DRCH/WBS/Funded Programs and prepare SOF. - Leverage Microsoft Excel to perform the following duties: - Create a detailed analysis to assist with budget formulation, execution, current status of the spend plan. - Conduct data analysis, reviewing and thoroughly analyzing requests for funding, preparing graphs and reports for executive level briefings, and managing assigned project resources successfully to completion. - Develop and maintain spreadsheets, leveraging advanced techniques such as pivot tables and VLOOKUPs for periodic research and reporting. - Analyze and report planned vs. actual financial performance, tailoring recommended solutions to meet obligation and disbursement goals. - Negotiate, advise, and coordinate closely with internal and external customers to problem solve and efficiently manage client financial resources. - Build professional relationships with internal and external customers as it relates to budget operations. - Assist with other budget reporting activities as directed. Routine reports or documents to be prepared/submitted include daily/weekly/monthly budget execution reports, Unfunded Requirements Reports, POM Submission Documents, Monthly Execution Statuses, etc. - Work in a collaborative team environment, multi-tasking across numerous projects necessitating organizational, problem solving, and communication skills. - Participate in Monthly Budget Execution Team Reviews to proactively manage financial resources across competing client priorities. - Perform other related budget and finance administrative management functions and tasks as required. - Build and maintain practical knowledge of the client’s mission, goals, and objectives. - Ability to do client travel as needed. Qualifications - Bachelor’s Degree in Financial Management, Financial Analysis, Managerial Finance, Accounting, Business or other related/allied discipline, or other relevant experience. - Extensive experience with General Fund Enterprise Business Systems (GFEBS) required. - MS Office Suite - Word, PowerPoint, Visio, Outlook, and Excel (Pivot Tables). - Utilize various automated systems to perform research, review, & report client financial data such as DAI, PBAS, CAPS-W, MOCAS, IPAC, EDA, EDM, WAAS, and WAWF. - 3-year minimum experience in DoD budget and program development, execution and management or other relevant experience. - 1-year minimum total direct experience with Defense Health Program operations or other relevant experience. - Demonstrated knowledge of commonly used DoD, Defense Health Program, and Federal budgetary and accounting methods, regulations, laws, and policies. - Demonstrated knowledge of the Federal Planning, Programming, Budgeting and Execution Process (PPBE) to advise on and/or properly execute, record and report obligations, expenditures, transfer of funds, allotments, year-end close out, etc. - Knowledge of automated budget and financial systems and capabilities. - Strong communication skills, both written and oral. - U.S. Citizenship required. Must be able to complete and pass a National Agency Clearance Investigation (NACI) background check for system access and credentials. Benefits - Equal opportunity employer committed to providing a workplace free from harassment and discrimination. - Accommodations are available for applicants with disabilities.