• Participate in the budgeting and forecasting process for business units and departments • Prepare monthly management reporting packages (P&L, Cash Flow, variance analysis) • Analyze actual results vs budget/forecast and identify key business drivers • Support monthly closing process from FP&A perspective • Build and maintain financial models and planning tools • Prepare ad hoc financial analyses and presentations for management • Work closely with accounting, business teams, and other finance stakeholders • Improve and automate reporting processes • Monitor KPI's and support performance tracking • Participate in implementation and improvement of budgeting and reporting processes

Role Description In this role, you will connect with individuals who have requested information about supplemental benefit programs. You will schedule virtual consultations and help clients understand the coverage options available to them. Warm leads are provided, so you can focus on supporting clients rather than searching for prospects. - Connect with individuals who have expressed interest in learning about benefit programs - Schedule and conduct virtual benefit consultations with clients via Zoom - Match individuals and families with appropriate coverage options - Guide clients through the enrollment process with professionalism and clarity - Maintain accurate and compliant digital records - Participate in weekly team calls, training sessions, and performance coaching - Collaborate with teammates to share strategies and support team success Qualifications - Strong communicators who are comfortable speaking with clients virtually - Self-motivated professionals who work well independently - Individuals who enjoy helping others and solving problems - Tech-comfortable candidates familiar with platforms such as Zoom and CRM systems - Individuals legally authorized to work in the United States - Access to a Windows-based laptop or desktop computer with reliable internet Benefits - 100% remote role — work from anywhere in the United States - Flexible scheduling - Warm leads provided — no cold calling or prospecting - Weekly pay via direct deposit - Training and licensing support - Health insurance premium reimbursement - Monthly and quarterly performance bonuses - Advancement opportunities into leadership roles - Supportive and collaborative team culture Company Description For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect the financial futures of working families across the United States. Our remote-first organization focuses on service, leadership development, and meaningful career opportunities. Ready to Apply? If you’re ready to build a flexible remote career where you can grow professionally while helping families access important benefits, apply today to learn more about joining our team.

• Monitor and analyze financial performance metrics including P&L statements, forecasting, budgeting, and expense management • Collaborate with General Managers, Sales Directors and department heads to ensure financial objectives are achieved • Oversee the F&I operations to ensure compliance, profitability, and efficiency • Ensure adherence to all regulatory and legal requirements related to financial transactions and documentation • Develop and implement consistent finance policies, procedures, and best practices • Provide training, mentorship, and performance management for finance managers and staff • Maintain relationships with lending institutions, vendors, and partners to support F&I operations • Prepare and present regular financial reports to executive and operational leadership

Title: Financial Educator Remote Location: United States Department: Non-Clinical Job Description: Enjoy meaningful work while contributing to an organization that changes lives every day. US Fertility, the nation’s leading partnership of physician-led fertility practices, is redefining what it means to build a career in reproductive medicine. Our team members choose to build their career home at US Fertility because of the hope we inspire in our patients, the lives we help bring into the world, and the culture of excellence we foster across our organization. We share a deep commitment to continuously improving the patient experience and advancing research and development in one of the most dynamic and impactful fields of medicine. Through our national network of premier fertility centers we combine clinical expertise, scientific innovation, and compassionate care. The work we do building families offers purpose, challenge, and personal reward—and we’re just getting started. Opportunity Overview We have an immediate opening for a Remote Financial Educator to join our team at US Fertility. - Schedule: Monday through Friday, from 7:00 AM to 3:30 PM Eastern Time This role provides the opportunity to grow within a nationally respected organization while remaining closely connected to the patients and teams you support every day. How You’ll Contribute At US Fertility, collaboration is fundamental to how we work. There is undeniable strength in numbers—and support is always within reach. Whether collaborating with more than 200 highly respected physicians nationwide or partnering with colleagues who are passionate about solving meaningful problems, you’ll be surrounded by a team committed to shared success. In this role, the Financial Educator will: - Consult with patients regarding their benefits, coverage and financial options - Perform aspects of benefit verification and prior authorization - Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison - Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information What You’ll Bring We’re looking for professionals who bring both technical skill and a deep sense of responsibility to the care experience—individuals who thrive in environments where excellence, empathy, and accountability matter. Qualifications and Skills Include: - Minimum 2 to 4 years of medical business office experience, with working knowledge of healthcare billing and collections, insurance/benefits, and patient interaction - Must have experience reading and understanding payer remittance advice. Includes the ability to differentiate between allowed charges, contractual adjustments, line item denials/reasons, patient responsibility (co-pay, co-insurance, and deductibles), etc. - Bachelor's Degree preferred - Experience working in an OB/GYN office is a plus - Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, and insurance companies - Strong oral and written communication skills, independent worker, detailed-oriented, computer savvy - Proficient with Microsoft programs, specifically Outlook, Microsoft Word and Excel - High level of customer service essential More important than any single credential, however, is the right person. Team members who are most successful at US Fertility embrace our mission, live our values, and remain committed to continuous improvement—for themselves, their colleagues, and the patients we serve. What We Offer US Fertility is proud to provide a competitive, comprehensive benefits package designed to support our team members—professionally and personally—across all employment types. Full-Time Employees (30+ hours/week) - Medical, dental, and vision insurance - 401(k) with company match - Tuition assistance and professional development support - Performance-based bonus opportunities - Generous paid time off, paid holidays, and paid parental leave - Life and disability benefits - Fertility Discount Program - Employee wellness and recognition programs Part-Time Employees - 401(k) with company match - Performance-based bonus opportunities - Employee wellness and recognition programs Per Diem Employees - 401(k) with company match - Employee wellness and recognition programs Our Commitment to Inclusion and Opportunity US Fertility and its network partners believe that a diverse workforce is essential to fulfilling our mission of expanding patient access to the highest standards of fertility care. We are committed to equitable and inclusive hiring practices that ensure our clinical and operational teams reflect and support the diverse communities and patients we serve. Across our national footprint, US Fertility is a leader in offering clinical, administrative, and operational career opportunities at locations throughout the United States. We are equally committed to developing individual strengths, promoting from within, and supporting long-term career growth.