• Complete month end, quarter end, and year end procedures to ensure all accounting entries posted properly, includes preparing working papers for General Ledgers accounts. • Prepare and maintain continuity schedules for balance sheet accounts. • Prepare monthly variance analysis and B2A reports. • Prepare monthly financial reporting packs. • Prepare monthly and quarter covenant reporting packs. • Prepare quarterly financial statements and reports. • Review some workbooks of junior team members; provide guidance and mentorship as required. • Ensure Compliance with Sales Taxes, Corporate Taxes, and Deferred Taxes, including reporting and filing. • Key point of contact for annual audit and for annual corporate tax filing. • Assist Senior Director of Finance with ad-hoc projects. • Other duties as assigned.

• Researching, designing, and deploying AI-powered solutions that make the Ledgebrook Finance team faster, more accurate, and more scalable • Working directly with our FP&A and Accounting teams • Mapping high-friction workflows and building practical automations using large language models, agentic tooling, and scripting • Leaving with real deliverables in production, not a presentation about what could have been built • Validating outputs, refining logic, and ensuring solutions fit real operational needs • Documenting all builds clearly and completely so that solutions remain maintainable after the internship ends • Presenting work, findings, and recommendations to executive leadership on a regular basis

• Provide financial consultation and pricing support to help CVS Caremark win and retain business • Work directly with the client and sales team to provide insight into a client’s pharmaceutical data • Gain better insight into a client’s business problem to be solved • Formulating a data-driven approach to solve the problem • Analyzing and drawing conclusions • Presenting recommendations to the client or Sr. Leadership • Develop and/or maintain expert knowledge of the rapidly changing healthcare marketplace • Interact with individuals and teams that are both internal and external to the organization • Perform a variety of client analyses in response to specific business questions • Communicates findings, including recommendations back to key business leaders of clients

Role Description We are seeking motivated individuals who enjoy helping others, organizing important details, and creating memorable experiences. This flexible opportunity is ideal for someone who thrives in a people-focused environment, values independence, and enjoys providing exceptional support while working remotely. If you are self-motivated, adaptable, and passionate about delivering excellent customer service, this could be a great fit for you. - Assist clients with coordinating personalized experiences based on their interests, preferences, and goals. - Responsibilities include: - Researching options - Presenting recommendations - Managing reservations - Handling scheduling logistics - Maintaining consistent communication throughout the planning process - Provide ongoing support to ensure clients have a smooth and positive experience from start to finish. Qualifications - Strong organizational skills - Attention to detail - Ability to manage multiple tasks efficiently - Comfort with technology, communication tools, and online research Requirements - No prior experience is required - Proactive and dependable - Eager to learn - Passionate about helping others succeed Benefits - Access to training and industry resources - Ongoing mentorship to help you grow professionally - Flexibility to work remotely - Ability to create a schedule that fits your lifestyle - Development of valuable skills in customer relations, planning, organization, and communication