• Contacts patients to collect accurate coverage information • Uses health information systems for customer interactions • Performs searches for patients in EPIC database • Assesses patient’s financial ability to pay for services • Sends eligibility requests to verify coverage • Interacts with medical staff and maintains relationships • Displays high level of customer service • Alerts management of problems with systems • Creates estimates and provides financial liability education

• Functional Ownership: Lead our Product & Engineering strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions • Strategic Planning & Forecasting: Develop, own and improve the process of defining the business impact of key Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets. Influence program objectives, structure and define success of investments to ensure adherence to company-level efficiency targets. • Decision Support: Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes • Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives • Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals. • KPI Development & Tracking: Define and track key performance indicators / productivity metrics across Product & Engineering and lead performance measurement initiatives to drive accountability and transparency. • Team and Culture Building: Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality. • AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis

• Provide business partnership and drive financial results and business performance. • Execute financial strategies and plans that support the division's growth and sustainability objectives. • Identify and quantify key strategy drivers for the business and support major business decisions via analysis and structured problem-solving. • Understanding of the overall business model and drive improvement and optimization across cross-functional groups like estimating, fleet, and business development. • Ability to proactively coordinate input from subject matter experts to enable business outcomes. • Lead financial forecasting, budgeting, and planning activities for specific business units. • Ability to recognize and respond to needs of all clients across organization, both internal and external. • Develop and maintain strong relationships with business leaders, external partners, and customers. • Provide decision support through financial modeling, scenario analysis, alternatives, capital investments, and cost savings. • Ensure that all financial records and reports comply with company policies and regulatory requirements. • Lead and develop a high-performing finance team to support the region's growth and success. • Drive continuous improvement of financial processes, systems, and tools. • Collaborate with cross-functional teams to identify and implement revenue growth and cost optimization opportunities. • Manage financial risks and develop risk mitigation strategies. • Ensure that the division's financial performance is accurately reported and communicated to senior leadership and stakeholders.

Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director, Associate Financial Planners - REMOTE. In this pivotal role, you will lead a team of Associate Financial Planners to drive client acquisition, retention, and the enhancement of client value through our wealth service offerings. Your leadership will ensure that clients receive outstanding service and guidance in their financial planning journeys. You will empower your team to thrive in a collaborative and values-driven environment, while adhering to corporate policies, promoting smart investment decisions, and enhancing client experiences across various fields including retirement and risk management. - Lead a team of about 30 Associate Financial Planners (AFPs) to drive client acquisition and retention. - Coach and develop AFPs to perform comprehensive financial planning analysis for clients. - Guide AFPs in utilizing internal tools for financial planning processes. - Manage performance metrics and drive strategic priorities in partnership with planners. - Ensure adherence to corporate policies while enhancing the client experience. Qualifications - 5 years of experience in financial services sales management with a distributed team. - Direct experience leading teams of 10 or more, including recruiting and performance management. - Strong leadership skills to empower sales staff effectively. - Deep understanding of financial services, comprehensive financial planning, and RIAs. - FINRA Series 65 required. - Bachelor's degree in business or finance, or equivalent industry experience. - Certified Financial Planner designation preferred. Benefits - Competitive salary with a range of $169,900 - $216,000 based on experience and location. - Eligibility for discretionary bonuses and benefits such as health, dental, and wellness plans. - 401(k) contributions. - Collaborative and values-driven company culture. - Opportunity for professional growth and career advancement.