• Process and track daily payments (bank transfers, online platforms, crypto) • Verify invoices and payment documents • Monitor transactions across accounts • Maintain payment records and update financial spreadsheets • Support monthly financial closing and reporting

• The Finance Manager plays a critical role in finance organization by driving financial strategy, operational efficiency, and business growth through data-driven insights. • This role serves as a key liaison between Finance and cross-functional teams providing financial planning, forecasting, and performance analysis to support strategic decision-making. • With exposure to senior and executive leadership, this position will develop financial models, scenario analysis, and operational metrics that enhance profitability and business performance across multiple lines of business. • The Finance Manager also plays a central role in the budgeting process, variance analysis, and cash flow forecasting, ensuring financial discipline and alignment with company goals. • Drive core financial planning activities—including modeling, forecasting, scenario analysis, month-end reviews, P&L reporting, and board-ready presentations—to support data-driven business decisions and annual budgeting. • Create and manage financial dashboards and reports that deliver actionable insights for leadership, while supporting EAP pricing and quarterly reporting. • Act as the key financial partner to operational teams by driving budgeting, forecasting, cash-flow analysis, and financial assessments for new initiatives to ensure alignment, discipline, and informed decision-making. • Enhance business intelligence by conducting due-diligence reviews and developing improved internal data sources that strengthen customer insights and operational understanding. • Deliver performance visibility through variance analysis, operational metric tracking, and targeted financial insights that support profitability evaluation and informed corrective actions. • Collaborate with operational teams to uncover opportunities for cost savings, revenue growth, and process improvements while responding to ad hoc analysis needs from leadership.

• Prepare and maintain financial forecasts; analyze forecast‑to‑actual variances and key performance drivers. • Support budgeting, long‑range planning, scenario modeling, and ongoing evolution of forecasting processes. • Build and refine census‑ and utilization‑driven models, including payer mix, volume, acuity, and reimbursement impacts. • Conduct sensitivity analyses and create data‑driven business cases to inform growth, staffing, productivity, and service expansion. • Collaborate with Operations, Clinical, and Revenue Cycle teams to translate performance trends and risks into actionable insights. • Produce financial files, prepare leadership‑ready materials, support EAP pricing/reporting, and leverage automation to enhance scalability and accuracy. • Adhere to Lucet’s Mission Statement, Core Values, Behaviors, Code of Ethical Business Conduct, and Compliance Program.

• Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual • Serve as primary point of contact and lead financial education for plan participants • Provide prompt, courteous, and excellent service • Actively interact with clients and their employees to ensure we are delivering upon service expectations • Cross-sell all lines of business and services available at NFP • Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings • Consult with NFP’s ERISA teams to ensure proper compliance regarding all client matters • Respond to employee concerns