Role Description The Director, Regional Finance is responsible for facilitating meetings with the regional management team and conveying the corporate need for regional financial analysis and reporting. The incumbent is responsible for utilizing financial statement analysis, forecasting, backlog and staffing analysis, analysis of overhead spending, and capital investment analysis to support Company goals. The Dir, Regional Finance also supports the Sr Dir, Regional Finance in driving the DDS Equity, Doctor Ownership Percentage, and other financial data in regions. This is a remote role but requires the team member to live in Seattle, the Bay Area, Central Valley, or Sacramento. - Oversee the development of the annual business plan - Prepare and manage budget and budget variances, including developing an annual budget package with explanations, charts, graphs, and all other tools necessary to explain the budget and plan - Prepare capital budget via company procedures, with emphasis on both short- and long-term capital needs via evaluation, planning, and other analysis such as ROI - Identify and lead improvement in all areas by utilizing analysis tools; convey strategies with department managers to solve cost issues and perform cost control - Achieve the monthly revenue and profit goals by evaluating expenses on an ongoing basis - Analyze, interpret, and provide recommendations for improving financial performance at all levels - Promote, communicate, and implement company-wide financial initiatives within the region - Recognize revenue, set reserves, and review overhead charges for month and year-end closing activities and reporting for the region - Establish internal controls and audit expectations; avoid defalcation, oversee and have primary accountability for accuracy of fixed asset ledgers, and perform rate, account, and market analysis - Act as an independent advisor to the business, managing and coordinating the relationship with external professional advisors (including auditors, tax advisors, legal counsel) on issues which present a financial, operational, or compliance risk for the legal entity - Lead the preparation and audit of the statutory financial statements ensuring that the financial accounts are prepared in accordance with local GAAP, and that all supplementary books and records are maintained in accordance with local accounting and tax code requirements - Responsible for resource assessments, including recruitment, performance management, and development of talent to achieve organizational objectives - Other duties may be assigned by management Qualifications - Master's Degree with concentration in Accounting or Finance, and 10+ years' work experience in the Accounting field with at least 2 years in a supervisory role. In lieu of degree, 12+ years of professional experience is required. - Knowledge of GAAP. - If hired into a traveling position: Director, Regional Finance must possess and maintain a valid driver’s license and automobile insurance. Driver’s license must be verified by completing a background check and motor vehicle record check at the time of hire. - Director, Regional Finance are required to timely travel to multiple offices per day, in some cases several times per day, and must have reliable means of transportation to travel to assigned offices. - In lieu of a valid driver’s license and automobile insurance, Director, Regional Finance must have reliable means of alternate transportation which would allow for required, timely travel to multiple offices per day, in some cases several times per day. - Travel may be planned or unplanned and is subject to change without notice. Preferred - Experience with medical or dental businesses - CPA license - Familiarity with Oracle FMS and SQL a plus Knowledge/Skills/Abilities - Extensive knowledge of financial operations - Strong abilities in managing the daily operations of department(s) or work unit while developing long term (3-5 years) goals - Strong strategic thinking abilities to understand and process complex information and exercise sound judgement - Outstanding leadership skills; plus exceptional time management and prioritization abilities. Dedication to personal development and education - Well-organized and resourceful; effective and efficient at marshaling multiple resources to get things done - Attack everything with drive and energy with an eye on the bottom line; not afraid to initiate action before all the facts are known; drive to finish everything he/she starts - Ability to build trust with those requiring coaching, create a win/win need for change, and recognize and celebrate improvement to sustain change - Possesses "big picture" perspective and able to accomplish that through proper level of articulation across team Benefits - Medical, dental, and vision insurance - Paid time off - Tuition Reimbursement - 401K - Paid time to volunteer in your local community Compensation Information $169,000.00-$227,000.00 / Annually

• Own and deliver portfolio-level financial analysis for Clinical Solutions departments, including budget health, forecast accuracy, margin performance, and risk identification. • Lead project financial oversight across the full project lifecycle, from award through closeout, ensuring adherence to financial best practices and internal controls. • Perform variance analysis (actuals vs. forecast vs. budget) to identify drivers of change, scope creep, and emerging risks. • Partner with project finance teams to ensure consistency and integrity of project-level data feeding portfolio reporting. • Support and enhance departmental forecasting and planning processes using clear, supportable assumptions. • Monitor budget consumption, earned value indicators, and change order impacts across portfolios. • Provide forward-looking insights to support proactive financial decision-making by operational leadership. • Contribute to the continuous improvement of financial processes, controls, and reporting standards. • Develop and maintain trial operations KPIs and measures that link operational performance to financial outcomes (e.g., enrollment pace vs. burn, milestone progress vs. revenue, site activity vs. cost). • Leverage Excel and Power BI to create scalable dashboards and analyses that support portfolio governance and executive review. • Translate complex financial and operational data into clear, actionable insights for non-finance stakeholders. • Act as a trusted finance partner to Clinical Solutions department heads, supporting planning, performance reviews, and strategic initiatives. • Prepare and deliver high-quality presentations and executive-ready materials summarizing portfolio performance, risks, and recommendations. • Support ad hoc analyses and special projects requested by Finance leadership, Clinical Operations leadership, or executive management. • Collaborate closely with Project Management, Clinical Operations, Data Management, and Finance teams to ensure alignment between operational execution and financial reporting.

• Replace manual financial workflows with scalable automation that reduces operational complexity as the business grows • Build self-service capabilities that allow Finance teams to solve operational issues independently without relying on engineering intervention • Evolve our NetSuite integration towards a seamless financial platform where critical accounting data flows reliably across systems • Investigate complex financial and operational issues where the challenge is often discovering the problem before solving it • Design resilient systems that improve the reliability, accuracy, and traceability of accounting and treasury operations • Help the organization scale transaction volumes and financial complexity without scaling operational burden at the same rate • Partner closely with Finance stakeholders to understand business processes and translate them into sustainable technical solutions • Contribute to the expansion of the team's domain as Treasury capabilities become an increasingly important part of the platform

Role Description The Manager, Investment, Digital will be responsible for various digital marketing activities, including strategic campaign development, optimization, and performance analysis for our clients that drive consumer engagement. The Manager will have superior analytical, organizational, and time management skills with the ability to work on multiple projects at the same time. The successful candidate must display a service-oriented, positive attitude for clients and colleagues, coupled with an appreciation of business realities. This position will develop winning digital strategies that activate consumers and encourage repeat site visits for performance-based and brand awareness campaigns utilizing current and emerging digital media best practices. This role will be involved in and responsible for multiple channels. While the role focuses primarily on digital media, the Manager should also understand the omnichannel marketing strategy desired by clients and led by our integrated planning teams, along with the specific marketing/media responsibilities of Rise. The successful Manager will provide a high level of service and thought leadership to assigned accounts and navigate the ongoing complexities of digital media to provide a seamless, accurate, and accountable engagement experience. This is a client-facing position. Qualifications - Bachelor’s degree (communications, marketing, advertising, or business) - 5+ years developing and managing complex, digital, and multichannel media campaigns - 2+ years leading high performance teams - Sophisticated Microsoft Excel and PowerPoint skills - Experience with data analytics tools (Adobe Analytics, Google Analytics) preferred - In-depth understanding of performance media strategy, planning, buying, and tracking - Proven communicator with ability to develop verbal and written presentations - Experience analyzing marketing metrics and establishing KPIs - Expert proficiency with Social platforms (Meta, TikTok, Pinterest, YouTube, etc.) - Knowledge of Google Marketing Platform (Google Tag Manager, DV360, CM360, Search Ads, etc.) Requirements - Self-starter able to prioritize and consistently handle multiple tasks across multiple clients and teams - Exceptional communication, interpersonal, project/time management, and presentation skills - Understanding of the digital media landscape with a focus on emerging trends - Ability to convert and implement strategic plans into tactical ones - Ability to “tell a story” and present well-considered ideas and solutions - Ability to work well within a fast-paced, team-oriented environment - Keen focus on fostering strong, collaborative relationships - Ability to inform, educate and influence staff to support goals and objectives - Ability to work with a team to think strategically and act tactically Benefits - Opportunity to work in an ever-evolving industry that fosters learning and development - Innovative work environment with diverse projects and clients - Career advancement paths - Collaborative team environment - Corporate social responsibility initiatives - Inclusive and diverse culture - Association with a reputable media agency