• Issues monthly management reports to Administrators, Department Directors and Managers • Works with the Department management on developing the budgets, including training, coordination and review • Prepares, reviews and analyzes financial data for purpose of hospital/practice decision support. • Develops monthly variance reports, and researches reasons for variances. • Works with Management to prepare a quarterly update to the budget based on current volume levels • Educates and assists Managers and Administrators in understanding financial reports. • Prepares special reports and projects as assigned by the Hospital/ Practice Director or Administrator. • Must have the ability to work well with others. • Regular attendance is required. • Good communications skills are required.

• Build and maintain dashboards for revenue, costs, margins, cash flow, and utilization • Analyze monthly performance and prepare summaries for leadership • Track project budgets, profitability, and forecasted vs actual performance • Identify trends, risks, or discrepancies in financial data and flag them proactively • Support monthly, quarterly, and annual forecasting processes • Maintain rolling projections for revenue, expenses, and staffing • Model financial scenarios to support decision making • Support invoicing, payment tracking, and revenue recognition • Review and reconcile expenses from Ramp and QuickBooks • Cross-check payments, reimbursements, and vendor invoices for accuracy • Maintain accurate project and client data in Airtable and Asana • Help refine internal tools, templates, and reporting models • Identify manual workflows and propose automation (formulas, scripts, Zapier)

• Assist Finance Department with development of financial forecasts and budgets • Engage in the annual planning process and on-going quarterly forecasts • Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans. • Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO. • Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures. • Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners. • Assist with the continued development of budgeting, financial forecasting, and operating plan • Support management team and department heads with analysis and reporting as needed • Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance • Increase productivity by developing automated applications and reports; coordinate information requirements • Develop financial models, conduct benchmarking and process analysis

• Expand the CFO Finance Transformation Advisory capability • Build and maintain strong relationships with CFOs and C-suite executives • Identify and pursue new business opportunities • Serve as a thought leader in finance and technology transformation • Recruit, mentor, and lead a high-performing team of consultants • Oversee project delivery to ensure high-quality outcomes