• Responsible for leading finance function for LoanCare and its affiliate. • Directly supervise a team of senior-level reports including finance, and other functions as assigned • Provide management direction and standards for finance organization in accordance with company/parent policies, functional standards, U.S. GAAP and regulatory standards, and assigned objectives • Ensure the accurate and timely preparation of required periodic comprehensive analytical reporting • Define and maintain the appropriate finance organizations consistent with approved budgets, required roles, assignments of responsibility, and staffing with appropriate levels of expertise, to ensure the smooth and successful operation of the finance functions • Oversee the company’s’ annual budget and forecasting processes (monthly, semi-annual, annual) • Analyze new investment opportunities, including strategic investments, software/system development or acquisition • Work to drive operational improvement, increase efficiency, and optimize financial performance • Team building responsibilities include general hiring and training employees, assigning and directing work, appraising performance, and organizational planning throughout the accounting and controllership functions • Involvement in various multi-disciplinary teams and/or projects to support the business, including operational planning, strategy, new product evaluation, servicing asset management, pricing, sales and FP&A, and other roles/duties as assigned • All other duties as assigned.

• Serve as the primary Finance Business Partner to GTM, including Sales and Marketing leadership, providing financial insights and recommendations to support revenue growth and operational efficiency • Own GTM forecasting processes, including bookings, MRR, renewals, and pipeline, partnering closely with GTM leaders and the FP&A Consolidation team to ensure accurate forecasts and reporting • Prepare and use data-driven analyses to influence GTM decision making and strategy by developing and aligning on GTM KPIs and operational metrics (e.g., pipeline coverage, conversion rates, CAC, retention, productivity) • Monitor and track performance vs. Plan and explain key variances while identifying risks and opportunities • Lead annual planning and monthly forecasting for the GTM function, including, but not limited to sales capacity modeling, quota planning, commission expense forecasting, and marketing investment allocation • Build ad-hoc models for scenario planning, ROI analysis and investment allocations • Support internal and external reporting, i.e. Monthly Shareholder reporting, as it relates to GTM

• Support expense planning and forecasting by partnering with the finance team to build financial models, conduct variance analysis, and develop expertise toward independent ownership of specific business group planning. • Manage workforce and vendor spend analysis including headcount tracking, resource allocation, contractor costs, and purchase request workflows, coordinating with cross-functional teams to align investments with business objectives. • Drive monthly financial operations and reporting by gathering actuals, preparing accruals, maintaining planning systems (Adaptive Insights), and building analytical tools that support strategic decision-making. • Partner with stakeholders across the organization to deliver financial insights, support budget preparation, and build relationships that will facilitate future expense planning leadership responsibilities. • Continuously improve FP&A processes and reporting by identifying inefficiencies, enhancing models, and improving data quality and usability.

• Partner with commercial leaders to influence deal strategy, conducting ad hoc pricing and structuring analyses • Leverage data to identify trends in member behavior, providing actionable recommendations to improve efficiency and retention • Drive the revenue forecasting process and lead monthly financial reviews, including Budget vs. Actual reporting, vendor spend analysis, and headcount reconciliation • Acquire a deep understanding of the strategies, priorities, and evolving dynamics within the US healthcare system to inform long-term planning