• Lead the annual budgeting, forecasting, and long-range strategic planning processes, partnering closely with functional and clinic leaders to ensure accurate, timely, and strategy-aligned submissions. • Build dynamic financial models, KPI dashboards, and scenario analyses that inform business planning and support new clinic openings, service line expansions, and capital investment decisions. • Drive long-range strategic planning efforts, developing financial frameworks that support margin improvement, market expansion, and multi-site growth. • Prepare and present executive-level financial reports, variance analyses, and dashboards that provide clear, actionable insights to support data-driven decision-making by clinic and senior leadership. • Track and communicate key performance indicators across clinic operations, including patient volumes, revenue per visit, staffing ratios, payer mix, and operating margins. • Take full ownership of financial analyses and strategic projects through to final recommendations, building Board- and leadership-ready materials that distill complex data into clear, actionable insights. • Develop strong cross-functional partnerships with clinic, operations, and clinical leadership, facilitating regular financial reviews and serving as a strategic thought partner to drive performance improvement. • Partner with accounting, revenue cycle management, and operational teams to ensure financial data accuracy, resolve discrepancies, and support payer mix reviews and reimbursement trend monitoring. • Continuously improve financial reporting tools, forecasting methodologies, and dashboard capabilities to enhance accuracy, transparency, and usability; drive initiatives to advance process automation and financial systems integration. • Lead financial diligence and scenario planning for business cases related to new clinic openings, payer contract negotiations, and market expansion opportunities. • Model and measure the ROI of strategic initiatives, including technology investments, automation opportunities, and operational improvement efforts. • Conduct ad-hoc analyses for senior leadership to evaluate opportunities, risks, and cost-saving initiatives.

• Perform advanced financial analytics to support business decisions • Create and maintain advanced Excel models for forecasting and reporting • Build and evaluate business cases and scenario analyses • Work with relational databases to extract, manipulate, and analyze data • Develop and maintain SQL queries for data analysis and reporting • Utilize scripting where needed to automate processes and enhance data workflows • Partner with cross-functional teams to translate data into actionable insights • Perform ad-hoc dashboard reporting as needed

• Full financial leadership — planning, reporting, analysis, and audit readiness • Investor relations — serve as the primary financial contact for investors, lead diligence processes, and present the financial story with confidence • Strategic partnership with the CEO and board on capital allocation, M&A, IPO, and long-term financial strategy

• Own and drive Loyal's controllership function, including monthly close, CRO/CMO accrual reconciliation, technical accounting (ASC 606, 718, 842, 330; IRC §382; R&D tax credits), and audit management from auditor selection through signed opinion delivery. • Build inventory and cost-of-goods tracking ahead of commercial launch. Stand up gross margin reporting and the financial infrastructure required for a revenue-generating operation. • Build on and enforce internal controls while still enabling speed and judgment - purchase order requirements, contract approval workflows, and segregation of duties - documented for audit readiness. • Own the financial model. Build and maintain an integrated P&L, balance sheet, and cash flow model across pipeline programs, milestone timelines, and capital deployment scenarios. • Lead program valuation - NPV, DCF, and rNPV modeling - and support portfolio prioritization, partnering discussions, and Board capital allocation reviews. • Maintain a rolling cash runway model linked to program spend, headcount, and financing events. Track budget vs. actual at the department level; issue quarterly reforecasts with variance narratives. • Evaluate and implement an FP&A platform, integrated with QBO and providing department-level visibility. • Own the quarterly board finance package - standardized KPIs, variance analysis, and cash runway narrative - and provide regular financial updates to executive leadership and the board. • Populate data rooms, respond to investor and lender diligence requests, and prepare financial packages for capital partners. Support venture debt facilities and future financing events. • Partner with leadership on pre-board alignment, narrative framing, and capital strategy. Over time, assume primary ownership of investor-facing finance communications. • Build and manage contract processing workflows, the contract repository, and outside counsel relationships. Oversee vendor management and compliance filings. • Maintain the company's insurance portfolio - D&O, clinical trial liability, general coverage - reviewed annually and updated at financing events. • Manage in-house finance and people team and outsourced service providers. Ensure HR infrastructure is compliant across offer letters, onboarding, benefits, offboarding, and policy maintenance. Ensure payroll runs accurately across multiple states with equity compensation tracked correctly. • Lead ERP evaluation and migration when the company outgrows QBO.