• Analyze financial and operational data to support financial planning. • Prepare various deliverables for internal and external financial reporting needs. • Design, build, and maintain self-service dashboards and analytical models. • Develop and automate data pipelines using tools such as Alteryx or similar ETL solutions. • Day to day system administration and coordination with IT to manage data in FP&A systems. • Prepare, analyze and report detailed expense reporting. • Analyze key performance metrics and provide strategic insights based on the analysis.

• 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