• Build and maintain vendor-level reporting and self-service dashboards providing visibility into spend by vendor, account, business unit, and department. • Deliver monthly, quarterly, and ad-hoc reporting that highlights trends, variances vs. budget and forecast, and key cost drivers. • Conduct deep-dive analyses on vendor spend to identify trends, anomalies, and opportunities for optimization or consolidation, partnering with department owners to evaluate return on spend. • Support contract renewals and vendor selection with scenario modeling and total cost of ownership analysis, and own vendor cost budgets and forecasts to drive accountability across cross-functional stakeholders. • Support on company-wide cost savings initiatives, partnering with Operations, and business leaders to source, validate, and prioritize initiatives, including business cases with baseline, savings methodology, risks, and timing. • Track and report savings realization against committed targets – ensuring savings flow into budgets, forecasts, and actuals – and communicate progress to senior leadership through clear, executive-level updates. • Build strong relationships with Accounting, IT, and business unit leaders to drive financial discipline around vendor spend. • Identify and implement process improvements in vendor cost reporting, forecasting, and analysis, and support month-end close activities including accruals, reclasses, and variance commentary.

Role Description American Specialty Health Incorporated (ASH) is seeking an Examiner to join our Medical Necessity/Benefits Administration department. The primary function of this position is to enter data from Medical Necessity Review Form (MNR Form) and Clinical Quality Evaluator (CQE) worksheets. Training on ASH Company Culture and Values; MNA Department SOPs; IHIS, ASHCore, ELIG, Other ASH Company Software Applications; Processing requirements for Medical Necessity Review Forms. Remote Worker Guidelines: This position will be trained remotely and must be able to work from home (WFH) in a designated work area with company-provided technology equipment. This WFH position requires you have a stable connection to your Internet Service Provider with the ability to participate by video in online meetings over a reliable and consistent network. The internet connection must have a consistent 50 down/10 up Mbps minimum internet speed. 100 down/20 up is recommended to support higher quality video meetings. Responsibilities - Enters data from MNR Form and/or CQE worksheets. - Maintains a minimum level of production of 20 MNR Forms per hour and quality at or above 98.0%. - Processes a minimum level of back end treatment forms as required. - Front-end data entry: - Reviews MNR forms to ensure all information is complete. - Verifies member eligibility and creates patient records. - Checks patient and provider information on MNR Forms against information on the eligibility tape in the Integrated Health Care System (IHIS). - Inputs all required data from MNR forms into IHIS in accordance with MNA guidelines. - Forwards MNRs to the Clinical Quality Evaluators for medical necessity verification. - Back-end data entry: - Retrieves patient files or history for the CQEs as necessary. - Reviews CQE’s worksheets to ensure they are complete. - Inputs all required data from worksheets into IHIS. - Processes CQE worksheets in accordance with MNA guidelines. - Forwards worksheets to the Administrative Support staff for final processing. - Additional Examiner Skills / Tasks: - Demonstrates proficiency in eligibility verification, provider verification, identifying and pre-screening different form types. - Adds new members and sequence numbers in Member Maintenance. - Researches via ASHCore logs. - Performs production query via Reports Manager. - Forwards eligibility research to Membership. - Processes Duplicate requests. - Administrative Duties: - Contacts provider’s office to clarify missing or illegible information on the MNR forms. - Completes daily tally sheets and production reports for Supervisor. - Performs other duties as assigned. - Complies with all policies and standards. Qualifications - High School Diploma or GED certificate required. - 2 years of data entry experience (10,000 keystrokes per hour - minimum) and working knowledge of the computer keyboard required. Requirements - Demonstrated ability to interact in a positive, respectful manner and establish and maintain cooperative working relationships. - Ability to display excellent customer service to meet the needs and expectations of both internal and external customers. - Excellent listening and interpersonal communication skills. - Ability to effectively organize, prioritize, multi-task and manage time. - Demonstrated accuracy and productivity in a changing environment with constant interruptions. - Demonstrated ability to analyze information, problems, issues, situations, and procedures to develop effective solutions. - Ability to exercise strict confidentiality in all matters. Mobility - Primarily sedentary, able to sit for long periods of time. Physical Requirements - Ability to see, speak, and hear other personnel and/or objects. - Ability to communicate both in verbal and written form. - Ability to travel within and around the facility or Work from Home (WFH) environment. - Capable of using a telephone, computer keyboard, and mouse. - Ability to lift up to 10 lbs. Environmental Conditions - Work-from-home (WFH) environment. Company Description American Specialty Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to any protected status.

Role Description The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: - Owning and managing OpEx budgets for business line partners, building, maintaining, and explaining the numbers while proactively identifying variances and cost drivers before they become surprises. - Building and maintaining driver-based forecasts for new client inflows, working with business partners to develop and pressure-test the assumptions that underpin those projections. - Building and maintaining dashboards and reporting in Power BI that give business partners real-time visibility into financial performance, proactively identifying manual or recurring workflows and replacing them with scalable, automated solutions. - Preparing materials for internal leadership and external stakeholders (lenders, PE owners, etc.) that translate complex financial data into clear, decision-ready insights. Qualifications - Bachelor’s degree in Finance, Accounting, or a related field; 1–3 years of FP&A, business finance, or financial analytics experience. - Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners. - Strong analytical and financial modeling skills with the ability to work through ambiguity and structure problems independently. - Proficient in Excel, financial modeling, and preparing presentations. Requirements - Background in Financial Services, FinTech, or Wealth Management. - Demonstrated use of analytics or BI tools to build something better, faster, or more scalable than what existed, regardless of tool. - Hyperion or similar ERP/EPM planning tool experience (e.g., Anaplan, Adaptive Insights, IBM Planning Analytics). Benefits - The expected base salary range for this role nationally is $61,100 - $81,400. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Role Description The Regional Director, Financial Planning is a highly motivated professional with experience in building, managing and leading teams of financial planners. This individual will work closely with their team, coaching them and creating an environment that supports superior client experience, resulting in helping more clients achieve their financial and life goals. Interested individuals should possess superior knowledge of all products and strategies available to meet client needs. - Lead a territory of approximately 30 Planners who are in place to drive client acquisition, retention, and net new asset flows for the Wealth Planning Group. - Mentor, develop and support Planners to drive success throughout the sales funnel, expanded client value through our wealth services and lead their practices. - Drive priorities and areas of focus and provide timely and accurate feedback to Divisional Vice President and other senior management on Planner performance. - Create and enhance a high-engagement culture that supports success, morale, and performance of Planners within the assigned territory. - Partner effectively across the organization to help drive an outstanding client experience, while also managing risk and adhering to corporate policies and procedures. - Assist in the development/implementation of marketing and proactive lead-generation plans and the creation and delivery of training. - Partner with Planners to establish personal and professional goals to meet company goals. - Regular presentation of progress reports, reporting on key achievements and identifying sales obstacles. Qualifications - 5-10 years in financial services sales management covering a team across a distributed, multi-state territory. - 5+ years direct experience leading a workforce of 10+ individuals including responsibility for hiring, termination, and performance management. - Confirmed ability to lead and empower sales staff. - Deep understanding of financial services, comprehensive financial planning, and RIAs. - Demonstrated success in managing the client engagement process; incorporating metrics and feedback to improve results. - Experience with contact management systems, including system-created reports on prospect activity and pipeline, in addition to viewing client history. - Demonstrated success in building and sustaining a high-performance culture across practices, tailoring engagement strategies to align with varied goals, growth stages, and practice-specific objectives. - Ability to foster a strong, cohesive culture among financial planners and drive engagement and cultural alignment across practices. Requirements - Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $379,000-$447,000, comprised of base salary and bonus. - Your bonus potential is directly linked to your performance and success in growing sales and client relationships. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits - Your recruiter can share more about the specific benefits eligible for this role during the hiring process.