• Lead the company’s forecasting engine, including monthly, quarterly, and annual forecasts • Own the PE reporting package and partner with the CFO on board and lender reporting • Drive data mapping and alignment across ERP, HRIS, and in-house claims management system to ensure accurate consolidated reporting • Develop and maintain a comprehensive KPI framework for financial and operational performance • Partner with operations leadership to deliver actionable insights and business support • Lead scenario modeling for pricing, volume, margin, and headcount planning • Manage the annual budget process and long-range planning • Oversee the calculations of various sales and operations-focused bonus programs • Support the transition from Google Sheets to a modern finance tech stack, including Power BI, Excel, and future EPM tools • Build scalable reporting processes and documentation to support future growth and exit readiness

• Develop, implement and manage financial processes in accordance with CRS & donor policies and local laws. • Provide proactive service delivery, advice, and support to managers, staff, and subrecipients in relation to managing the whole project cycle (Design, Start-up, Implementation, Close-out), ensuring efficiency and compliance with CRS’ policies and procedures, Generally Accepted Accounting Principles (GAAP), donors’ rules and regulations, and legal requirements. • Provide direction and coordinate effective budget development and management (Annual Program Plans and project budgets). Ensure accuracy and consistency of financial data and safeguarding of resources. • Ensure integrity of accounting information by reviewing account issues for compliance and establishing quality control over accounting transactions and financial reporting. Responsible for the maintenance of supporting documentation and ensuring it’s stored in a reliable and easy to follow audit trail. • Lead the preparation of accurate financial data, analysis and projections and support leadership in interpreting data for decision-making and effectively managing financial risks. • Effectively manage the finance team. Manage team dynamics and staff well-being. Provide coaching, strategically tailor individual development plans, and complete performance management for direct reports. • Oversee the performance of accurate reporting procedures and timely submission of reports to relevant stakeholders (CoP/DCoP, HQ/Finance, donors, local government entities, etc.). • Lead assessments of staff and subrecipients’ financial management capacity, ensure capacity strengthening on finance policies and regulations, as needed, and monitor and measure impact. • Lead efforts to close audit financial management findings in a timely and sustainable way.

• Own HealthJoy's Core Financial Models End-to-End: Take full ownership of the operating model, long-range plan, and the financial backbone of board reporting. You build, maintain, defend, and evolve; leadership reviews. Set the modeling standards the rest of the organization relies on. • Drive Strategic Finance Analyses That Move the Business: Lead the analytical work behind unit economics, segment profitability, pricing strategy, packaging, and growth analysis. Translate complex data into clear recommendations that executives can act on. • Sharpen GTM Performance Through Analytical Partnership with RevOps: Own the analytical layer for sales and marketing performance — pipeline economics, rep productivity, CAC efficiency, funnel diagnostics, channel ROI, comp plan economics. This is a meaningful portion of the role, not a side project; you'll partner closely with our GTM Systems lead to ensure the data is right and the insights are actionable. • Partner on the FP&A Operating Rhythm: Contribute to the monthly close partnership, budget vs. actuals reporting, headcount tracking, and the board financial package, working alongside other Finance team members who own pieces of this work. Serve as a finance partner for one or more departments, running their budget and headcount planning independently. • Triage and Structure Pricing and Deal Desk Work: Tee up non-standard deal requests with clean analysis and a recommended structure so decisions can happen faster. Serve as backup for routine pricing exceptions and escalate the hard ones with context. • Build AI-Native Finance Workflows: Be hands-on in shaping our AI-native finance function — designing workflows in Claude and other platforms, automating analysis and reporting, and creating finance tooling that didn't exist before. You should bring building appetite and aptitude; we'll build a lot together.

• Lead finance through post-merger integration. • Build stronger reporting, controls, and audit readiness. • Improve margins with the CEO, Board, and sponsor. • Own cash forecasting, lender reporting, and covenant visibility. • Track KPIs across utilization, margins, pricing, and growth. • Support future acquisitions and integration planning. • Build a scalable finance team and operating rhythm.