• Develop, implement, monitor, and analyze the organization’s budget cycle. • Execute accounting closing processes, analyzing transactions and ensuring correct allocation of entries and accurate determination of results. • Build and maintain budget documents (income statement, balance sheet, and various financial KPIs) across different periods and views to support managers in decision-making. • Track the performance of quantitative and qualitative revenue, Opex, and Capex indicators for business units. • Calculate and allocate apportionments and costings according to the methodology used. • Build financial models. • Guide and monitor the development of action plans related to achieving business units’ performance targets. • Prepare management reports to monitor business area performance, providing analyses to support decision-making across all areas. • Consolidate information from multiple areas to prepare reports. • Prepare executive materials for results presentations.

• Lead the financial planning process with clients: diagnosis, goal setting, strategy design, and ongoing follow-up; • Gather key information (income, expenses, reserves, debts, assets, goals and timelines) and organize the client's financial picture; • Build recommendations and an integrated plan involving, when applicable: investments, retirement, insurance/protection, tax planning and estate/succession planning; • Ensure all recommendations align with the investor profile and the client's best interest, with documentation and rationale; • Translate complex financial decisions into clear, actionable guidance (no "financial jargon"); • Monitor portfolios/strategies over time, proposing adjustments as scenarios, goals, or risk profiles change; • Produce reports and support materials (plan summary, next steps, rationale, periodic reviews); • Collaborate with partner teams (Products, Operations, Compliance, Sales/Client Relations) to ensure execution, experience and end-to-end consistency; • Record information and progress in the CRM/internal routines, maintaining cadence and predictability of follow-up.

• Develop and update company’s long-term financial plan, ensuring alignment with overall vision, mission, and business objectives. • Collaborate with the executive team in setting multi-year growth targets and defining the financial roadmap to achieve them. • Model long-range forecasts and scenario plans, considering evolving business models, market entry or exit strategies, and external factors. • Provide thought leadership and expertise to challenge assumptions, drive innovation, and ensure sustainable value creation. • Set clear financial and strategic targets for portfolio businesses, informed by both quantitative analysis and market intelligence. • Develop and monitor metrics for portfolio performance, initiating corrective actions where necessary to achieve objectives. • Drive strategic reviews to maintain alignment of portfolios with changing business priorities and market conditions. • Lead and oversee research initiatives on industry trends, macroeconomic factors, and competitive benchmarks to inform financial strategy decisions. • Conduct scenario analyses, sensitivity tests, and what-if modelling to support executive decision-making and strategic planning. • Prepare insightful reports, presentations, and recommendations for senior leadership and Board of Directors on key financial issues. • Stay abreast of emerging trends, regulations, and market developments that could impact the company’s financial position or strategy.

Role Description The Remote Patient Access Insurance Specialist is a non-patient facing role that works remotely or located in a call-center environment. The registrar is responsible for providing high-quality administrative support by managing patient registration, insurance verification, and completing Admissions/ Registrations remotely. The role includes ensuring patients have accurate and up-to-date information while coordinating effectively with healthcare teams and patients. Qualifications - High school diploma or equivalent required. - Associate's degree preferred. - Healthcare Financial Management Association - HFMA (CRCR) Certified Revenue Cycle Representative certification required within 6 months of hire or transfer. - 1-3 years of experience in healthcare registration or insurance-related positions. - Previous experience in a physicians' office or hospital setting is preferred. Requirements - Register patients into the system by obtaining and verifying personal, demographic, and insurance information remotely. - Confirm patient insurance eligibility and coverage to ensure billing accuracy and proper processing. - Accurately enter patient information into electronic health records (EHR) and other relevant databases. - Serve as the primary point of contact for patients before their appointments, answering inquiries, and providing assistance with scheduling or registration. - Collect co-pays or other financial obligations remotely as necessary. - Adhere to all healthcare regulations, privacy laws (such as HIPAA), and organizational policies in handling patient information. - Address any issues or concerns related to patient registration or insurance coverage with tact and professionalism. - Work closely with medical staff, insurance companies, and other departments to ensure smooth patient processing. Benefits - Generous Paid Time Off (PTO) - Medical, Prescription Drug, Dental & Vision Insurance - Retirement Plans with employer contributions - Short-Term & Long-Term Disability Coverage - Life & Accidental Death & Dismemberment Insurance - Tuition Reimbursement to support your educational goals - Flexible Spending Accounts (FSAs) for healthcare and dependent care - Wellness Programs to help you thrive - Voluntary Benefits, including Pet Insurance and more