• Oversee all accounting operations including general ledger, accounts payable, accounts receivable, and payroll. • Manage the month-end and year-end close process to ensure timely and accurate financial reporting. • Prepare and review financial statements in compliance with GAAP and internal policies. • Maintain and strengthen internal controls, accounting procedures, and audit readiness. • Manage cash flow, treasury operations, and banking relationships to ensure liquidity and compliance with covenants. • Coordinate annual external audits and liaise with external auditors, tax advisors, and other third-party partners. • Support budgeting and forecasting by providing accurate historicals, variance analysis, and cost tracking. • Drive continuous improvement in financial processes, systems, and reporting accuracy. • Lead, mentor, and develop the finance and accounting team, fostering accountability, collaboration, and professional growth. • Communicate key financial results and operational metrics to senior leadership.

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be. But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself. Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time. Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers. About the role The Finance Analyst plays a key role in supporting the Finance team through data analysis, reporting, and dashboard development focused on the Mutuals insurance portfolio. Reporting to the Finance Manager, this role collaborates closely with cross-functional teams to analyze exposure, production, profitability, and loss metrics and provide insights that support data-driven decision-making. The individual contributor should possess strong analytical, communication, and technical skills to effectively support the team’s reporting and analysis needs. Key Responsibilities - Support the Finance team in analyzing the performance and profitability of the Mutuals insurance portfolio through data analysis, reporting, and dashboard development. - Develop and maintain dashboards and reporting tools using data visualization software to monitor exposure, production, profitability, and loss metrics across the business. - Assist in the preparation and delivery of accurate and timely recurring reports that provide insights into portfolio performance and operational trends. - Analyze insurance data to identify patterns, trends, and drivers impacting business performance, and communicate insights to support data-driven decision making. - Conduct ad-hoc analysis and investigative reporting to support business initiatives, answer key performance questions, and provide insights to leadership. - Collaborate with cross-functional teams including the finance, product, and data teams to gather relevant data and ensure consistent and reliable reporting. Skills, Knowledge, and Expertise [Please reference career phasing portal for skills, knowledge, and expertise. If changes are needed please consult with your HRBP to adjust framework skills.] - Bachelor's degree in finance, accounting, or a related field. - 1-3 years of experience in financial analysis, data analytics, or a similar role. - Strong analytical skills and proficiency in financial analysis tools, such as Excel and data visualization software, for monthly and quarterly reporting. - Basic knowledge of SQL for querying and analyzing data is a plus. - Understanding of financial reporting concepts, including P&L analysis, revenue and expense drivers, and profitability assessment. - Detail-oriented mindset with a commitment to accuracy in financial reporting and analysis for monthly and quarterly reporting deliverables. - Ability to work collaboratively in cross-functional teams and establish strong working relationships to meet monthly and quarterly reporting deadlines. - Self motivating with a proven track record of prioritizing work and managing multiple projects, in addition to daily workload. - Ability to work independently and manage ambiguity. - Strong oral and written communication skills. - Instinctually identify opportunities and create data-supported solutions. Why join us at Branch? We’re all about getting back to getting each other’s back - that means Branchers, too. So we provide benefits that let you work and live to your fullest. - Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark. - Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs. - Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office. - Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation. - Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow. - Medical, vision, dental - Get all the coverage you need for a healthy, happy life. - 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month. What to expect In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us): - Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify. - If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly from the email domain @ourbranch.com to guide you through our process. - The process will include a number of interviews, which will all happen either over the phone or on video calls. - We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information. Equal Employment Opportunity Employer At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer. All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

Overview The Revenue Management Advisor I provides insight and advice to customers from both a Revenue Management and general operations perspective. Revenue Managers collaborate with representatives at all levels of the organization to understand and implement strategy as well as track and review overall performance. Responsibilities - Build and maintain relationships with customers and internal RealPage staff. - Review pricing recommendations with or on the customers behalf to ensure customer adoption and satisfaction. - Regular discussions with site, regional and asset managers related to pricing questions. - Consult with customers on operational questions related to Revenue Management. - Consult with customers on parameter reviews and tuning. - Articulate the revenue management value proposition and develop credibility for its concepts and benefits across client organizations. - Efficiently run multiple projects and use Salesforce to track and update project steps. - Effectively communicate technical items to IT Tech or Support and follow-up to ensure customer satisfaction. - Maintain a working knowledge of the integration with each Property Management System. - Identify opportunities for ongoing learning to ensure Revenue Management is fully adopted by the customer. - Prioritize requests for system enhancements and coordinate follow-up with the RealPage or customer’s product management group. - Provide input and feedback, from a business user’s perspective to the RealPage Product group, on solution features and functionality. - Coordinate with other RealPage teams as needed to facilitate timely implementation and overall client success. - Coordinate regular performance calls reporting to management regarding financial results, revenue management adoption behavior, leasing velocity and market conditions. #LI-AP4 #LI-REMOTE Qualifications - Bachelor’s degree or equivalent combination of education and experience. - 3 years of experience in multifamily property management or related industry. - Experience using Microsoft office products; Microsoft Excel, Power Point and Word. - Excellent communication skills, both written and verbal, with ability to influence others. - Strong project management skills required; ability to manage multiple priorities simultaneously. - Ability to adapt to change and work well in an autonomous dynamic environment. - Ability to travel up to 20% and work outside normal business hours at times depending upon workload. - Demonstrated ability to proactively assess and address risk. - Analytical background and ability to learn new systems quickly. PREFERRED KNOWLEDGE/SKILLS/ABILITIES - 5 years of experience in multifamily property management or revenue management. - Familiarity with RealPage products or other property management software. Salary and Benefits RealPage provides a competitive salary package along with a comprehensive benefit plan that includes: - Health, dental, and vision insurance. - Retirement savings plan with company match. - Paid time off and holidays. - Professional development opportunities. - Performance-based bonus based on position. Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance. Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees. Pay Range USD $85,200.00 - USD $145,200.00 /Yr.

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary As the Senior Manager, Medicare Reporting, you will support the Medicare management reporting process, including the consolidation and analysis of monthly, quarterly, and annual financial results for the Medicare segment. This role plays a key role in the preparation of consolidated Medicare financial materials during the forecasting, planning, and monthly close processes, ensuring clear communication of financial performance, membership trends, risks, and opportunities. This role will: - Partner closely with Medicare Finance leadership to support reporting that communicates key financial results, membership trends, and performance drivers across the Medicare portfolio - Support the development and enhancement of standardized Medicare monthly close reporting materials across Medicare products - Prepare and consolidate Medicare monthly close packages, including WD6 and related executive‑level materials - Support membership reporting, including analysis of enrollment trends, growth and attrition drivers, and alignment of membership assumptions with forecast and plan - Coordinate with cross‑functional partners to ensure consistency between membership, revenue, and margin reporting - Support the consolidation and analysis of Medicare Risks & Opportunities, ensuring alignment across products and consistency with forecast and plan assumptions - Coordinate inputs from cross‑functional partners to support timely and accurate Risks & Opportunities submissions and leadership review materials - Contribute to enhancements in forecast and planning materials to improve clarity, consistency, and process efficiency - Coordinate and support the completion of Aetna forecasting, planning, and financial analysis materials for senior leader review during forecast and planning cycles - Serve as a primary point of contact for routine forecast, planning, and financial analysis requests, escalating complex issues as appropriate - Support ad hoc financial and operational analyses related to month‑end close, forecasting, and planning, including leadership inquiries, variance drivers, and emerging issues - Deliver timely insights through analysis of gross margin trends, membership dynamics, and emerging risks and opportunities - Provide day‑to‑day management, coaching, and development support for a small team of FTEs In order to be successful in this role you must exhibit the following: - Strong attention to detail with demonstrated critical thinking and analytical skills. - Strong written and verbal communication skills, including experience preparing executive‑level materials. - Ability to exercise sound judgment and escalate issues appropriately. - Prior experience supporting forecasting, planning, and month‑end close processes. Required Qualifications - 7+ years of financial analysis, reporting, or FP&A experience. - 5+ years of healthcare insurance experience. - 5+ years of advanced proficiency in Microsoft Office applications, particularly Excel and PowerPoint. - 5+ years of working proficiency with financial planning systems. - Ability to travel up to 5-10%, as needed. Preferred Qualifications - Experience supporting Medicare lines of business, including Medicare Advantage (MA), Prescription Drug (PDP), SNP, and/or Medicare Supplement. - Experience working in a matrixed or large enterprise environment, supporting multiple stakeholders and competing priorities. - Experience leading or mentoring junior analysts or managers preferred. - Graduate degree, including an MBA, preferred. Education Bachelor’s degree in Finance, Accounting, or Business required or equivalent years of related experience. Pay Range The typical pay range for this role is: $67,900.00 - $182,549.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. Great benefits for great people We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include: - Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan. - No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. - Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility. For more information, visit https://jobs.cvshealth.com/us/en/benefits We anticipate the application window for this opening will close on: 04/20/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.