• Work 1:1 with members prior to member registration and during ongoing treatment to address questions on eligibility, benefits, payment, and more • Educate members about benefits, member responsibility, payment options and financial assistance • Complete ongoing eligibility checks, prior authorizations, and solve complex insurance issues on behalf of our members, working directly with the payer where needed • Communicate with our members over video and insurance companies on the phone where necessary • Review and process prior authorization and other forms

• Drive risk finance cycles such as margin reviews and high risk reviews for the region (Americas) • Partner with global and regional teams to support regional implementation (Americas) of best in class processes and tools • Lead / Oversees Contract Margin Reviews, contract costs monitoring, portfolio analytics, risk mitigation and scenario analysis for Americas CSA Contracts • Lead / Oversees all risk-finance related pacing processes (cum catch, actualization, forecast, escalation, productivity) for all pacing cycles (current quarter, early read, budget) for Americas CSA Contracts • Lead / Oversees all risk-finance and productivity related rhythms for CSA contracts in Americas (risk identification and tracking, high risk reviews, actualization and CMR review with controllership, renegotiation tracking) • Support implementation of strong global pacing / risk finance / productivity finance processes for our MYAs, based on strong understanding of CSA margin, extra work and link to key operational metrics such as outage events and supply chain planning • Provide technical expertise (risk finance / productivity, controllership) to the regional finance teams, drive prioritization of items driving potential risks / financial impact to the business, autonomously propose process changes or different/unconventional solutions to problems

• Financial Reporting: Oversee the preparation and review of monthly financial statements in strict accordance with ASPE standards. • Operational Accounting: Execute complex reconciliations and journal entries, ensuring precise SaaS revenue recognition and maintaining General Ledger integrity. • Compliance & Audit: Support annual audit processes, regulatory tax filings, and external reporting requirements to ensure full compliance. • Internal Controls: Maintain robust internal controls and standardized accounting procedures to ensure accuracy and mitigate financial risk. • Cycle Management: Lead month-end close and reporting cycles, ensuring the timely and accurate delivery of financial results. • Process Innovation: Support the optimization of accounting workflows by identifying opportunities for automation and the integration of AI tools to enhance operational efficiency and accuracy. • Strategic Reporting: Develop and maintain sophisticated KPI dashboards to provide stakeholders with actionable financial insights and performance metrics. • Budgeting & Forecasting: Collaborate with department leadership to consolidate inputs for the annual budget, ensuring alignment with corporate financial objectives. • Financial Modeling: Construct and refine dynamic financial models to forecast business performance and support strategic decision-making. • Trend Analysis: Conduct variance analysis and interpret key financial trends to identify risks and growth opportunities. • Process Optimization: Implement and optimize accounting and FP&A systems to enhance automation, efficiency, and cross-functional collaboration with Marketing, Sales, and Product teams. • System Ownership: Support the management of the FP&A system by assisting with updates and maintenance of its architecture, helping to ensure data integrity and evolving functionality in support of strategic planning. • Strategic Support: Deliver ad-hoc financial intelligence and lead special projects to drive continuous improvement in reporting and analytical workflows.

• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense • Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast • Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations • Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor) • Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn • Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems • Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast • Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy • Serve as a finance partner to multiple functional areas • Translate financial data into actionable insights for operational leaders with varying levels of finance literacy • Support department heads through headcount planning, quota and commission modeling, and budget management • Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support) • Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries • Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed