• Create full sets of technical CII study materials, including: Study guides, Mock exam questions and answer rationales, Workshops and webinar slide decks, Digital learning/e-learning modules, Supplementary revision resources (flashcards, glossaries, exam tips, etc.) • Update and refresh existing materials in line with syllabus changes, budget announcements, new legislation, FCA updates and current industry practices. • Ensure all content is accessible, learner‑friendly, and written in a clear, structured style aligned with CII exam expectations. • Participate in R06 case study analysis (four releases per year) and AF5 fact find analysis (two releases per year). • Work collaboratively with a team of associates during designated analysis weekends to: Review the new case study/fact find, Identify probable question areas, Create or update e-learning materials, including: Predicted questions, Example responses/answer structures, Technical commentary, Learning activities linked to the assessment. • Assist with rapid turnaround times to meet post‑release production deadlines. • Ensure all written materials are technically correct, up to date, and aligned with CII exam style and levels of difficulty. • Proofread and quality-check work before submission to Davies. • Follow Davies templates, tone-of-voice guidance and accessibility standards.

• Financial planning & controlling: Develop and automate financial plans, forecasts, and cashflow models • Accounts receivable management & payment reconciliation: Own end-to-end reconciliation between Amazon, Shopify, payment service providers, and DATEV • Financial statements & compliance: Support the preparation of monthly and annual financial statements • Process optimization & scaling: Implement scalable finance processes

• Design, update, and deliver financial training programs for USF staff, including onboarding, orientation, and competency assessments • Develop and maintain training materials aligned with organizational needs and financial workflows, policies, and systems • Train staff on practice management, EMR, insurance processes, practice financial programs, and revenue cycle operations • Collaborate with leadership, HR, RCM, Clinical Operations, and office teams to meet training and operational needs • Manage training schedules, documentation, resources, and remote or on-site sessions, including new office implementations • Monitor staff performance, quality, and patient satisfaction, providing coaching, continuing education, and support to ensure excellence; Onboard new staff • Serve as a Super User for financial systems, maintain technical expertise, and stay current on industry updates • Promote professional development, lead educational initiatives, and act as a role model for ethics, safety, and service excellence • Ensure compliance with financial policies, SOX, HIPAA, and other legal regulations, reporting issues as needed • Maintain confidentiality of patient and employee information while supporting operational goals

• The Director of Financial Solutions is a strategic product and people leader responsible for the vision, delivery, and operational excellence of REMAX’s financial technology portfolio, including ERP, billing, revenue management, and related applications. • This role leads an established team within the Corporate Applications Department while partnering closely with Finance, Accounting, Operations, and executive stakeholders to deliver scalable solutions and measurable business outcomes. • Success requires strong financial systems experience, product leadership, and the ability to translate complex financial processes into scalable technology solutions. • Define and communicate the product vision and strategy for the Financial Solutions portfolio aligned with enterprise and business priorities. • Develop and maintain a multi-year roadmap focused on business outcomes, operational efficiency, and platform scalability. • Recommend and deliver innovative solutions that align with enterprise architecture and drive measurable value. • Lead and develop a high performing team of analysts, developers, and QA professionals with clear ownership and accountability. • Establish strong operating rhythms including backlog management, sprint planning, and delivery tracking. • Promote collaboration, alignment, and shared standards across Corporate Applications. • Serve as a strategic partner to Finance and business leaders, translating complex financial needs into scalable technology solutions. • Communicate product strategy, priorities, risks, and outcomes clearly to business and executive stakeholders. • Support modernization of enterprise revenue and financial systems architecture. • Manage vendor and implementation partner relationships to ensure delivery and long-term value. • Provide leadership and oversight of enterprise financial platforms including Oracle Fusion ERP, Planning and Budgeting (PBCS), billing systems, and related applications. • Ensure systems effectively support accounting, planning, billing, reporting, and compliance processes. • Drive stability, scalability, and long-term platform sustainability across the financial technology ecosystem. • Support the full revenue lifecycle including pricing, billing, commerce, payments, taxation, revenue recognition, and ERP integration. • Ensure systems meet SOX and internal audit requirements. • Partner with Internal Audit, Security, and Finance teams to maintain strong controls and compliance. • Establish performance metrics and continuously improve delivery effectiveness and platform value.