• You will support our team in an engaging mix of finance, administration, web design and customer communication: • You check and record incoming invoices, ensuring smooth accounting processes. • You assist customers with billing questions and work with them to find solutions. • You manage the dunning mailbox and maintain oversight of outstanding items. • You maintain contract data carefully and conscientiously. • You support our web design team in maintaining and further developing our website in Webflow. • You help organize and carry out trade shows. • You support customer service and actively participate in customer acquisition. • You pitch in with general administrative tasks and are a reliable support for the team.

• Own the monthly close process in Rillet, including AP/AR, reconciliations, and consolidated financial reporting • Manage per-event budget tracking and reconciliation across ~500 annual events • Oversee membership revenue recognition and the recurring financial rhythms of a subscription-based model • Coordinate payroll and headcount cost tracking in partnership with our PEO and Head of People • Lead expense management and policy enforcement via Ramp • Deliver month-end and year-end reporting packages to the founders • Own financial planning and analysis: annual budgeting, quarterly forecasting, scenario modeling, and cash flow management • Serve as a strategic thought partner to the founders on capital allocation, pricing decisions, and growth investments • Develop and maintain financial models that give leadership clear visibility into unit economics, margins, and runway • Identify and flag financial risks proactively

• Lead portfolio planning and execution, ensuring delivery against financial targets, performance objectives, and key milestones • Oversee the full partner account lifecycle, ensuring adoption of global frameworks, tools, and best practices across: - Partnership design - Solution development - Field monitoring and reporting • Monitor and drive portfolio health, identifying risks and opportunities across markets • Build and maintain strong relationships with senior decision-makers across partner institutions • Drive sustainable growth across new and existing accounts in the region • Identify and develop partnerships with: - Banks and microfinance institutions (MFIs) - MSME / SME-focused financial institutions - Organizations expanding access to finance, including water and sanitation solutions • Expand regional footprint by identifying new market opportunities and partnership models • Deliver timely, accurate reporting on portfolio performance, including: - Financial performance and growth metrics - Impact delivery progress - Funding utilization and forecasts • Provide insights to senior stakeholders to inform strategy and decision-making • Lead, coach, and develop a high-performing team across multiple markets • Align team priorities to strategic goals and ensure accountability for results • Foster collaboration across cross-functional teams to drive cohesive execution

Role Description The Manager, Financial Planning & Analysis (FP&A) will play a key role within the finance team, supporting the growth and achievement of CareAllies financial and business objectives through: - Strategic planning - Financial analysis - Reporting This individual will help manage the Company’s FP&A processes, including: - Financial forecasting and actuals - Long-range planning - Value-based care (VBC) contract performance - Support financial system implementation This role will support or manage key organizational financial initiatives, including: - FP&A - Integration (short-term) - VBC scenario analytics - Growth opportunities - VBC contract modeling This position will report to and work closely with the VP of FP&A and collaborate with various functional executive leaders across the organization (CFO, functional leaders, etc). The ideal candidate will be strong in: - Collaboration - Communication - Financial management - Analytical capabilities - Initiating process improvements - Time management/prioritization - Excel modeling Additionally, this candidate must have a proven track record of: - Career growth/development - Cross functional teaming - Comfort working in a fast-paced and evolving environment Qualifications - Bachelor Degree in Accounting, Business, Economics or Finance - 5 years’ experience in FP&A, market finance, strategic and/or financial area - Advanced financial analysis and modeling skills, including multi-year financial models with various assumptions and scenarios - Independent problem solver with team-oriented mindset - Strong presentation skills - Ability to tell a financial story and create impactful slides to drive financial understanding across the organization - Highly analytical with ability to make data-driven decisions - Excellent organizational and project management skills - Strong written, verbal, and interpersonal skills - Proficient in MS Office Applications with emphasis on advanced MS Excel skills - High attention to detail and a high degree of accuracy - Able to manage a wide range of projects and dynamic priorities - Able to effectively communicate technical and basic business concepts with team members and internal/external stakeholders - Focus on compliance, risk management and process controls - Aligned to the Company’s corporate mission/values and looking to drive innovation within healthcare for patients and other stakeholders - Positive attitude with an excitement to learn and develop - Supports open, inclusive culture that supports learning and encourages collaboration Requirements - Investment banking, consulting, corporate FP&A, or other highly strategic role - Experience in Health Care industry and value-based care - Long-range planning experience with managing core financial model - Experience owning consolidated company budget/forecasting cycles and working cross-functionally with budget owners - Experience within finance team at a small company (i.e. less than 1,000 people) - Ability to travel as needed Benefits - Health and wellness benefits - 401(k) savings plan - Pension plan - A minimum of 15 days of paid time off - Paid parental leave - Disability insurance - Supplemental life insurance - Employee assistance program - Paid holidays - Tuition reimbursement - Other incentives The salary offered will vary depending on your job-related skills, education, knowledge, and experience. This role aligns with an annual incentive bonus plan subject to the terms and conditions of the plan. Min to Max Range: $102,000.00 - $184,300.00. Exact compensation may vary based on skills, experience, and location.