• Lead the preparation and consolidation of monthly, quarterly, and annual financial reporting, including P&L and cash flow. • Develop executive-ready reporting and presentations for senior leadership, Board of Directors, and Investor Relations. • Analyze financial results versus plan, forecast, and prior year, highlighting key drivers, risks, and opportunities. • Support budgeting, forecasting, and long-term planning processes, including company-wide consolidation. • Manage cash flow forecasting and maintain financial models to support liquidity and capital allocation decisions. • Partner cross-functionally with Accounting, Tax, Treasury, and Investor Relations to ensure accurate, aligned reporting. • Provide ad hoc analysis and insights to support executive decision-making. • Drive process improvements and ensure strong internal controls and data integrity across financial reporting.

Role Description Charlie Health is looking for a dynamic, passionate individual to support our incredible clients and families throughout treatment as a Patient Finance Specialist. This candidate will welcome clients and families into our program post-admission, build rapport, and provide care coordination and customer service to ensure all client needs are met throughout their time in treatment. The Care Experience Specialist - Client Enablement will also act as the liaison between clients and other internal Charlie Health teams to provide a primary point of contact and an unparalleled experience for those in our care. The Client Enablement team has the dual mission ensuring clients get the most out of their care at Charlie Health while identifying and correcting barriers to this care before they occur. We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities - Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan. - Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments. - Act as a liaison between patients and internal Charlie Health teams such as Admissions, Billing, Utilization Review, Outreach and Clinical. - Support client-related requests from the Clinical Care team to improve the patient’s experience. - Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively. - Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health. - Managing client schedule, scheduling and rescheduling appointments. - Complete all documentation in a timely and accurate manner. - Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources. - Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc. Qualifications - Upholds Charlie Health's Mission, Vision, and Values and takes great pride in providing clients with exceptional service in order to support their mental health journeys. - High school diploma or equivalent. - Excellent written and verbal communication skills. - Minimum 2 years experience working in a customer/patient success or support role. - 1-2 years of Salesforce experience (or equivalent CRM platform) required. - 1-2 years of experience using contact center technology. - 1-2 years of experience customer financial discussions (Health insurance experience and knowledge of medical billing practices a strong plus). - Strong ability to multitask and work in a fast-paced environment. - Demonstrates a high level of emotional intelligence. - Knowledge of HIPAA policies and procedures. - Work authorized in the United States and native or bilingual English proficiency. - Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR). Benefits - Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees.

• Analyze balance sheet movements, cash and investments account reconciliations • Develop and maintain program working capital in forecast system • Drive understanding of cash and liquidity variances and work with appropriate individuals to identify corrective actions, risks, or opportunities • Create the monthly financial statements and load them into HFM • Support the various monthly reports including the Monthly Financial Review, Quarterly Operational Review, Annual Operating Plan, Joint Strategic Plan, and any other financial reviews • Develop tools, templates, and processes to simplify capturing data and preparing reports • Perform ad hoc financial analyses as needed

• Prepare monthly reporting for assigned Service Unit • Analyze operational and financial data in assigned Service Units • Cooperation with business and delivery teams • Support budgeting process • Work closely with the Accounting department to ensure accuracy in reporting • Drive process improvement initiatives