• Compile and analyze financial information for the company • Lead various financial projects • Cost effectively manage the utilization of services and develop measures to track, trend and forecast related impacts of organizational strategic initiatives • Support Medical Affairs by delivering advanced financial, staffing, and utilization analytics that inform strategic decision-making • Ensure regulatory alignment and promote cost-effective healthcare delivery • Run pre-established reports and develop new, customized analyses for internal stakeholders • Develop metrics to evaluate financial impact of operational, staffing, and vendor decisions • Develop integrated revenue and expense analyses, projections, reports, and presentations • Contribute insights into performance drivers using market-specific and utilization-based analysis • Create and analyze monthly, quarterly, and annual reports ensuring data accuracy • Identify trends, risks, and opportunities and present findings to senior leadership • Perform financial forecasting, modeling, and variance analysis • Support staffing and utilization modeling to align resources with business demand • Partner cross-functionally with Medical Affairs, operations, and vendor teams • Present complex analysis clearly to leadership audiences

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for several dynamic Salaried Financial Professionals to join our team! Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity. What You’ll Be Doing • A Financial Professional will establish relationships with clients by delivering value through: • Proactively contacting our clients via phone, email, and chat • Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs • Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions • Identifying new opportunities in partnership with the client • Assisting the client in initiating or completing transactions as appropriate This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary for this position is $47,500. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring • Bachelor's degree or equivalent relevant industry experience • FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses • 6-8 years of sales experience Preferred Qualifications • Prior customer service experience • Previous sales, counseling, or entrepreneurial experience Skills Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Role Description The Billing Subject Matter Expert (SME) plays a crucial role in overseeing invoicing, chargeback, and financial management processes for IT services, with a particular focus on public cloud and shared technology environments. This position is responsible for ensuring that invoicing is conducted accurately, promptly, and transparently. The SME supports the resolution of billing disputes and provides essential financial insights to both internal stakeholders and external customers. Key Responsibilities - IT Financial Management (ITFM) Billing & Chargeback: - Leads the implementation and ongoing management of ITFM billing and chargeback processes for services consumed within public cloud environments. - Compiles and validates resource unit (RU) and usage data using agreed-upon tools and methodologies. - Ensures the integrity of the billing process by identifying and addressing data feed issues, applying correct rates, and aggregating charges. - Maintains account code tables essential for tracking and reporting billing activities. - Ensures all billed volumes can be drilled down by service, product, and component through integrated tagging. - Monthly Billing Operations: - Coordinates with internal and external stakeholders to review preliminary charges and RU volumes monthly. - Presents and validates monthly invoices and all supporting data through designated billing tools. - Provides detailed variance explanations for fluctuations in RU dollars and volumes. - Dispute Resolution, Adjustments & Service Credit Management: - Researches and resolves invoice disputes accurately. - Issues prior period adjustments (PPAs) and calculates interest as necessary. - Responds to service credit claims and processes credits according to service level agreements (SLAs). - Monitors and completes ServiceNow requests within SLA timeframes. - Reporting & Forecasting: - Delivers historical and forecasted utilization and cost reports, including 18-month rolling views and budget forecasts. - Adjusts forecasts based on technology changes, capacity planning, and service decommissioning. - Prepares and presents budget reporting for customers to support annual operating budget reports and biennial Legislative Appropriations Requests (LAR). Qualifications - 3+ years' experience in IT financial management, billing, and chargeback processes. - 3+ years' experience with cloud billing, resource unit tracking, and financial systems/tools such as ITFM and ServiceNow. Requirements - Prior experience in finance, billing, or as an ITFM SME within a large enterprise or public sector organization. - Demonstrated ability to manage large data sets, prepare detailed reports, and support audit and compliance requirements. - Experience with budget planning, legislative appropriations, and financial forecasting. - Familiarity with public sector or shared services environments is advantageous. - Strong analytical skills for variance analysis, forecasting, and reporting. - Excellent communication and stakeholder management abilities. - Proven capability to resolve complex billing disputes and implement process improvements. Benefits - Medical, dental, and vision insurance with employer contribution. - Flexible spending or health savings account. - Life and AD&D insurance. - Short and long term disability coverage. - Paid time off. - Employee assistance program. - Participation in a 401k program with company match. - Additional voluntary or legally-required benefits.

• Work under the Head of Operations for Procurement and Inventory Management • Ensure components are tracked from quote to COGS reconciliation • Support the Director of Accounting with costing • Own the end-to-end purchase order process • Negotiate pricing and optimize cash flow • Reconcile inventory each month