• 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.

• Compiles and analyzes financial information to prepare and create equity and financing packages summarizing the highlights, requirements, market information, and other financial data for corporate decisions. • Utilizes AI tools to develop and design presentation materials for various stakeholders that highlight financial recommendations, including data visualizations, executive summaries, and supporting analysis. • Prepares and reviews budget, revenue, expense, payroll entries, invoices, and other accounting documents and researches and resolves discrepancies as necessary. • Performs market surveys for due diligence by preparing metrics, comparing and analyzing data, and finalizing roll-ups for audits. • Completes various financial, accounting, administrative, and other reports and analysis, and performs other duties as assigned or as necessary. • May oversee rent-levels and occupancy figures by performing analysis of rent appropriateness to determine if “specials” or other perks are necessary to improve financial levels, acts as liaison between corporate and property management, oversees property expenses, and submit invoices for loan draws as necessary. • Completes and prepares rolling 5-year strategic plan, coordinates underwriting process for large and opportunistic transactions, and oversees investment and co-investment programs.