• On-boards new Practice Finance customers and manages cross-sell opportunities • Provides introduction and coordinates follow up with internal partners • Establishes long-term customer relationships to ensure quality control and provide exceptional customer experiences • Partners and supports a team of Practice Finance Business Development Officers to achieve team results • Assists with onboarding customers with sales from $0-25MM • Reviews onboarding process to ensure alignment with Simply the Best customer experience • Provides client service utilizing a relationship plan/model • Assists (2-3) Practice Finance Business Development Officers with initial onboarding and partner introductions • Coordinates due diligence and document-gathering necessary to get loans documented and closed • Communicates with customers 2x per week minimum to help them understand the process with their loan closing • Manages and clears collateral exceptions resulting from loan closings • Processes referral fee payments for Practice Finance COI BDO Partners • Provides MAX support and administrative support for Practice Finance COI BDO Partners • Performs other duties as assigned

• Collects, analyzes and reports on various market data to connect financial outcomes with operational effectiveness • Works closely with internal stakeholders including Finance, Actuarial, Clinical, Medicare Risk Adjustment, Provider Contracting, and Provider Engagement • Leverages data analytics, business insights, cross-functional collaboration, in-depth business knowledge to drive optimization of financial and operational performance for the region • Leads membership, financial, cost & utilization reporting at all levels • Supports Humana’s Medicare Advantage product strategy, budgets, and administrative staffing and expenses • Advises regional leadership of functional strategies on matters of significance while exercising independent judgment and decision-making on complex issues

• Own and evolve company-wide financial planning, budgeting, and forecasting processes • Build, maintain, and continuously improve financial models to support growth and strategic planning • Deliver monthly reporting packages and dashboards with clear, actionable insights • Lead scenario planning and develop materials for executive and board-level discussions • Act as a strategic partner to leadership, translating financial data into business decisions • Partner cross-functionally to align financial plans with company objectives • Support close processes in collaboration with Accounting • Contribute to investor reporting, fundraising support, and long-range planning

• Gather, consolidate, and analyze operating and financial data, including monthly trends and drivers, with minimal templates and guidance provided. • Assist with the commission process: onboard new hires, process terminations, QA Spiff calculations, distribute statements, track approvals, prepare payroll accruals, and submit data for payroll. • Contribute to the monthly, quarterly, and annual financial reporting package for senior management and the Board of Directors. • Perform variance analysis between budget, forecast, and actuals to ensure continued refinement of financial processes. • Partner with functional area leaders on hiring and expense planning, forecasting, and ad-hoc analytics requests. • Identify policies, processes, and tools in need of improvement and research/recommend solutions to increase efficiency. • Leverage technical strength in querying and presentation tools such as Tableau, Excel, and PowerPoint to present findings to management.