• Lead the Company's financial planning, forecasting, strategic analysis, and business partnering functions. • Serve as a key partner to the VP FP&A and executive leadership team, providing financial leadership to support R&D and Technical operations strategy, operational execution, commercialization readiness, and long-term value creation. • Oversee enterprise budgeting, long-range planning, cash forecasting, Board reporting, and strategic decision support while building scalable financial processes and capabilities to support the Company's growth. • Lead enterprise-wide annual operating planning, long-range planning, and rolling forecast processes for all R&D and Tech Ops functions. • Develop financial frameworks that support strategic decision-making and capital allocation. • Translate corporate strategy into actionable financial plans and performance metrics. • Partner with executive leadership to evaluate strategic alternatives and growth opportunities. • Assist VP FP&A with preparation of financial materials for Executive Leadership Team, Board of Directors, Audit Committee, and external stakeholders. • Deliver actionable insights regarding operating performance, cash runway, and strategic initiatives. • Own cash forecasting and liquidity planning processes for R&D and Tech Ops. • Assist VP FP&A on financing initiatives and capital strategy. • Assess investment opportunities and resource prioritization across the organization. • Assist VP FP&A and CFO with financial due diligence and valuation support for business development, licensing, M&A, and partnership opportunities.

• Partner with insurance companies to verify coverage and secure financial clearance for patient care • Serve as the main point of contact between admissions, clinic staff, billing teams, and providers • Help ensure patients are financially cleared in a timely manner so care can begin without delays • Maintain accurate records related to insurance verification and financial clearance • Work collaboratively across teams to resolve issues and streamline processes • Support patients and colleagues with clear, helpful communication

• Teach in the Health Care Administration program remotely, specifically for courses like Healthcare Financial Management, Healthcare Economics, Financial Management for Healthcare Organizations, and Strategic Financial Management in Healthcare. • Actively engage students through frequent interaction that motivates them to succeed, and conveys a genuine energy and enthusiasm for their learning. • Provide rich and regular constructive feedback, utilizing rubrics effectively for the assessment of student work, and acknowledging student accomplishments.

Role Description Duke University Health System is seeking a strategic financial leader to serve as the Director of Finance – Strategic Financial Planning and Budget. Reporting directly to the AVP of Budgets, Treasury, and Cash Management, this critical role is responsible for the clinical operational and capital budgeting, as well as the overarching financial planning for DUHS. The Director will establish and oversee budgeting and planning processes that culminate in the publication of the Annual Financial Plan. By actively coordinating with operating unit leadership and DUHS senior executives, this position aims to increase the speed, consistency, and effectiveness of management’s financial decision-making. Key Responsibilities - Strategic Financial Leadership - Provide strategic leadership and assume responsibility for the coordination, development, and delivery of the health system's financial plan and budget. - Manage, plan, and organize a robust financial planning and budgeting process covering both clinical and administrative activities. - Initiate and prepare clear, effective, and informative analyses that accurately describe the financial position, outlook, and strategic direction of the health system. - Provide forward-thinking leadership on future process improvements, including the development of new analytical approaches, practices, and the implementation of Artificial Intelligence (AI) workflows. - Operational & Financial Execution - Execute the functional portion of the annual financial plan process, effectively managing both internal and external teams. - Utilize financial modeling and scenario planning to guide the corporate budget process and monitor the administrative financial burden. - Oversee, utilize, and support the implementation of financial software designed to yield complex analyses of financial results and projected future earnings based on chosen assumptions, targets, and capacity constraints. - Prepare comprehensive compensation plan analyses to support the broader financial planning process. - Coordinate with entity finance teams to support FTE crosswalks and measure year-over-year financial impacts. - Liaise with Duke Connected Care to establish links between the activities of the Population Health Management Office (PHMO) and budget assumptions. - Stakeholder Engagement & Team Management - Lead the development of meaningful financial and budgetary deliverables for senior leadership, coordinating with industry and subject matter experts to produce highly effective presentation materials. - Participate in—and often lead—strategic business opportunities, including multidisciplinary service line and departmental committees requiring clear communication and presentation skills. - Lead, mentor, and supervise a professional staff of two to four (2-4) direct reports, including financial analysts and managers, guiding them through system-wide recurring and non-recurring projects. - Participate in the development of DUHS financial policies, demonstrating a deep understanding of strategic direction, key initiatives, and success factors. - Complete special projects and executive deliverables as assigned. Qualifications - Required Experience: - A minimum of seven (7) years of related financial planning and budgeting experience. - Demonstrated ability to perform and thrive in a high-pressure, deadline-oriented environment. - Preferred Qualifications: - Relevant advanced degrees (e.g., MBA, Master of Finance) and/or active CPA licensure. - Extensive experience within healthcare finance. - Strong traditional and modern IT skills, with a demonstrated expertise in creating highly detailed analytical and presentation materials for executive audiences. - Experience or a strong interest in developing and integrating Artificial Intelligence (AI) skills into financial workflows. - Exceptional communication and organizational skills with an uncompromising attention to detail. - Demonstrated ability to perform and thrive in a high-pressure, deadline-oriented environment, including a strong willingness to work long hours to meet competing deadlines and execute critical projects as needed. Company Description Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status. Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values. Essential Physical Job Functions Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.