• Serves as the relationship manager responsible for managing all financial reporting aspects for a portfolio of chapters that have elected to use Shared Financial Services (SFS) including preparing monthly financial statements, reconciling and analyzing various accounts, and preparing or reviewing financial documentation. • Leads and manages member(s) of the accounting team which includes setting expectations, providing feedback, managing workload, ensuring consistent response times and delivery of results. • Manages and oversees chapter’s financial needs including bank/investment reconciliations, balance sheet reconciliations, and the creation/approval of journal entries. • Reviews internal and external financial statements, ensuring monthly close is accurate and timely, as well as confirming all variances have been documented and explained. • Monitors chapter performance against budget and national benchmarking metrics informing chapter leadership of significant variances. • Monitors chapter’s accounting activity to ensure appropriate recording of revenue and payments agrees to both GAAP and MAW policies. • Works with the Salesforce system to ensure appropriate coding and reporting of chapter revenue streams. • Serves as primary liaison, building and maintaining relationships, with assigned portfolio of chapters. Provides reports, queries, and analysis to chapters for account activity, revenue, expenses, etc. • Assists chapter in preparation of annual budget. • Acts as key staff person in annual internal and external audit process communicating with National Office, Chapters, and external auditors. • Facilitates review and evaluation of time and use studies used in allocating the indirect costs of the chapters. • Performs other job-related duties, as assigned.

• Independently manage financial operations • Perform preparatory bookkeeping in DATEV • Manage Accounts Payable and Accounts Receivable • Prepare documentation and tasks for tax filings • Coordinate with tax advisors for year-end financial closing • Perform financial analyses and deliver actionable insights to management • Lead budgeting and forecasting in collaboration with the Chief of Staff • Maintain internal controls and ensure regulatory compliance • Support internal and external audits

• Perform financial analysis and reporting to support strategic initiatives within the Ophthalmology business unit • Develop, maintain, and enhance budgets, forecasts, and long-range plans using forward-looking financial models • Analyze large and complex datasets to identify trends, risks, and performance drivers, translating findings into actionable recommendations • Review monthly KPIs and financial results versus forecast, delivering detailed variance analysis and insights • Partner with accounting to interpret financial results and connect outcomes to underlying business performance • Support monthly business unit review presentations, clearly communicating financial insights to senior leadership • Conduct ad hoc financial analysis related to the ophthalmology segment, including de novo initiatives, refinancing scenarios, and strategic modeling • Ability to travel once per month to rotating leadership meeting locations.

• Architect financial and operational infrastructure • Ensure data and insights are accessible to everyone • Drive cross-functional alignment • Lead an integrated portfolio spanning Finance, Business Intelligence, Risk Management, Compliance, Contracting, Quality, Data Infrastructure, Information Systems, and Technology