• 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.

• Independently post accounts receivable, accounts payable and general ledger transactions using DATEV, including fixed-asset accounting • Code and verify incoming and outgoing invoices for accuracy and completeness • Handle payment transactions, reconcile and post cash entries to ensure smooth financial flow • Properly document and archive all relevant financial records and supporting documents in accordance with legal requirements • Reconcile and maintain accounts to ensure high data integrity and error-free bookkeeping • Support the preparation of monthly, quarterly and annual financial statements and produce monthly reports on the company’s financial position

• Design, build, and own core growth financial models that support forecasting, GTM strategy, and product development • Partner with GTM leaders on topline targets, evaluating resourcing decisions, and tracking performance against KPIs to dynamically influence strategic priorities and decision making • Evaluate the financial impact of strategic decisions across the company and translate insights into actionable recommendations • Develop and maintain models and analysis for return on investment • Synthesize complex information and present clear, compelling insights to senior leadership, including C-suite executives • Partner cross-functionally across Fusable to support forecast and budget processes