Role Description We are seeking a motivated and detail-oriented Finance Assistant to join our growing team. In this entry-level role, you’ll work alongside experienced professionals, supporting the day-to-day financial operations of U.S.-based clients in the cannabis industry. This is an excellent opportunity for individuals looking to build their skills and grow within a collaborative and mission-driven startup environment. - Manage routine client deliverables independently and demonstrate growing credibility and ownership. - Apply best practices while suggesting small process optimizations. - Actively contribute to team initiatives and provide informal support to peers. - Consistently demonstrate proficiency in role-specific responsibilities. Qualifications - Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred. - 2+ years of relevant finance, accounting, or administrative experience. - Experience with AP/AR, payroll support, or bookkeeping in a high-volume environment is a plus. Requirements - Handle AP/AR, invoicing, and payment follow-ups. - Maintain finance inbox and financial records. - Reconcile transactions and support reporting. - Organize files in QBO and Google Drive. - Support payroll processing, including time tracking, employee setup, and summary preparation. - Process employee expense reports and ensure policy compliance. - Identify process improvements and support team training. - Use finance tools like QBO, Google Workspace, and CRM systems. Benefits - Fully remote position. - Internal Learning and Development Advisor / Consultant to support your growth. - Salary increase opportunities based on performance. - Opportunities for professional growth; working with the largest companies in the expanding cannabis industry ($10M+ monthly revenues). Company Description We are guided by curiosity, collaboration, and persistence. We seek to understand deeply, work collectively to solve complex challenges, and remain resilient in pursuit of meaningful, long-term impact. These principles shape how we operate as a team and how we support the success of our clients.

Role Description Preferred Physical Therapy, part of the Confluent Health family, is hiring a Full-Time Physician Liaison / Healthcare Marketing Representative to grow referral relationships with physicians and healthcare providers across Gladstone territory. This role focuses on provider outreach, referral growth, and community engagement to strengthen Preferred's presence in the healthcare community. Ideal candidates will have experience in physician liaison services, healthcare marketing, medical sales, or provider relations. Pay Rate: ~$20-$30/Hour BOE 40 Hours/Week M-F (8:30am-4:30pm) Responsibilities - Physician Relations: - Identify, develop and grow referral opportunities with our customers including physicians, hospital systems, case managers, and other healthcare providers. - Develop and follow an effective call strategy and route to increase the referral outcomes of existing and potential partners. - Provide opportunities for physical therapists to interact with referral sources. - Communicate effectively with referring providers and their office staff. - Community Engagement and Brand Awareness: - Articulate partner brand value proposition and differentiators to educate the local community about our therapy and specialty services. - Perform market research and develop strategies to identify local business partnerships and opportunities for advertising, affiliations, and sponsorships. - Coordinate ordering and distributing current branded materials for assigned clinics. - Assist with coordinating social media activities and publicity efforts. - Assist with therapist recruiting initiatives by participating in career fairs and ensuring recruiting materials and collateral are up to date and consistent with brand identity. - Planning and Training: - Analyze and consistently review market data to determine opportunities for growth. - Strategize and construct action plans for underperforming clinics to improve trends and performance. - Provide business development and marketing training for Clinic Directors and designated clinical staff. Qualifications - Bachelor’s degree or clinical degree with healthcare sales/marketing experience preferred. - 1–2 years of experience in healthcare marketing, physician liaison work, medical sales, or provider relations preferred. - Key Skills: - Relationship building and networking - Strong communication and presentation skills - Ability to manage multiple priorities and territory travel - Customer-focused mindset - Technical Skills: - Microsoft Office (Word, Excel, Teams, PowerPoint) - Experience with CRM systems such as Salesforce preferred - Familiarity with social media and web-based tools Requirements - Valid driver’s license and reliable vehicle - Ability to travel within assigned territory (up to 80%) - Ability to lift up to 25 lbs occasionally - Maintain strict HIPAA compliance and confidentiality Benefits - Competitive salary - Employee-centric work culture from the top, down! - Medical, dental, vision, STD, LTD insurances - Generous PTO - 401(k) Employer Matching - Free Life Insurance - Parental Perks! - And more!

• Analyze financial and operational results to identify trends, variances, and performance drivers. • Prepare recurring and ad hoc financial reports, dashboards, and summaries to provide visibility into performance. • Support the interpretation of financial information by translating data into clear, actionable insights. • Contribute to the standardization and continuous improvement of planning, forecasting, and reporting processes. • Maintain documentation of methodologies, assumptions, and analytical approaches to support transparency and consistency. • Develop and maintain financial models, assumptions, and scenario analyses to support planning and decision-making activities. • Support scenario analysis and sensitivity assessments to evaluate potential business outcomes. • Ensure accuracy, consistency, and documentation of planning and analysis outputs. • Perform other duties and responsibilities as required to support business needs.

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning. • Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights. • Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way. • Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking. • Develop and maintain financial models that support strategic initiatives and operational planning. • Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights. • Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation. • Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment. • Continuously improve FP&A processes, documentation, and controls to support scale and clarity.