Company Overview Panacea Financial Holdings (“Panacea”) is a rapidly growing fintech and banking platform purpose-built to serve the unique financial needs of physicians, dentists, and veterinarians. Panacea is building the next-generation financial ecosystem for healthcare professionals—spanning practice finance, personal banking, patient finance, accounting / tax, advisory and payments. Doctors Advisory Group (“DAG”), a Panacea company, partners with physician owners and healthcare practices to provide strategic accounting, tax, financial, and operational advisory services tailored specifically to healthcare providers. DAG’s mission is to help practices grow sustainably, improve financial performance, and navigate the complexities of running modern healthcare businesses. Position Summary Panacea Financial Holdings is seeking a highly experienced Senior Advisor to join Doctors Advisory Group (“DAG”) and serve as a trusted strategic advisor to physician owners, medical groups, and healthcare practices. This individual will play a critical leadership role in supporting client relationships, providing high-level financial and operational guidance, and contributing to the continued growth and evolution of DAG’s advisory platform. The ideal candidate brings deep expertise in healthcare-focused accounting, tax, and advisory services, along with strong executive presence and relationship management skills. This role is well-suited for someone coming from a Partner, Director, Managing Director, or Senior Manager-level background within a healthcare accounting firm, advisory practice, or consulting organization. The Senior Advisor must be comfortable operating both strategically and hands-on within a fast-paced, entrepreneurial environment. Key Responsibilities Client Advisory & Relationship Management - Serve as a strategic advisor to physician owners, healthcare operators, and medical practices across a range of financial and operational matters - Build and maintain strong executive-level client relationships rooted in trust and long-term partnership - Advise clients on financial performance, profitability, tax planning, compensation structures, cash flow, and operational strategy - Support clients through complex business decisions, growth initiatives, and practice optimization efforts - Translate financial and operational insights into actionable recommendations for clients Leadership & Operational Support - Partner with DAG leadership to support the continued growth and scalability of the advisory business - Mentor and support internal team members across client delivery and operational workflows - Help improve processes, best practices, and scalable advisory frameworks - Collaborate cross-functionally with accounting, tax, operations, and leadership teams Business Development & Growth - Support business development efforts through networking, relationship-building, and referral generation - Participate in prospective client conversations, presentations, and proposals - Identify opportunities to expand existing client relationships and advisory offerings - Represent DAG and Panacea professionally within healthcare and professional services communities Qualifications & Experience - CPA required - 10+ years of progressive experience within accounting, healthcare advisory, consulting, or professional services - Significant experience working with physician groups, medical practices, dental practices, or healthcare organizations preferred - Strong understanding of healthcare practice financial operations, tax structures, and business strategy - Experience managing and advising executive-level client relationships - Experience operating within a fast-paced, growth-oriented organization preferred - Bachelor’s degree in Accounting, Finance, Business, or related field required Skills & Competencies - Strong relationship management and client advisory skills - Excellent communication and executive presence - Strategic thinker with strong business and financial acumen - Collaborative and solutions-oriented mindset - Ability to navigate ambiguity and operate independently - Strong organizational and project management skills - High degree of professionalism, judgment, and discretion - Passion for supporting healthcare professionals and entrepreneurial businesses Note: The pay offered may vary depending on several factors such as location, job-related knowledge, skills, and experience. We offer several perks as part of the compensation package that include unlimited PTO, medical/dental/vision insurance, a competitive 401(k) match, paid parental leave, and more. Panacea Financial does not offer relocation assistance for this role.

• The Finance Manager is an important role within our evolving Finance organization, acting as the primary anchor for financial integrity across the Americas. • Reporting to the Director of Accounting, you will directly lead a team of up to four to ensure compliance with statutory requirements and deliver accurate management reporting. • Govern the relationship with the Shared Service Centre (SSC), ensure high standards of service delivery, and drive continuous process improvement. • Support regional FP&A activities—including budgeting and forecasting—and champion strategic initiatives such as system implementations. • Direct and develop the Controlling team and ensure delivery of key activities such as statutory reporting and management reporting. • Manage reconciliation and conversion between Group GAAP (IFRS) and Local GAAP. • Lead activities to attest to statement accuracy, overseeing balance sheet reconciliations. • Drive cash flow forecasting and manage working capital targets in collaboration with Divisional and SSC teams.

• The Financial Manager will lead and develop the financial control team for the Americas region and ensure delivery of the key activities below: • Regulatory reporting: Lead timely production of statutory financial statements for each entity in accordance with local Generally Accepted Accounting Principles (local GAAP), ensuring full accuracy and integrity. • Management reporting: Support Finance leadership for the Americas in preparing monthly, quarterly and annual actuals for regional management accounts. • GAAP conversion: Manage reconciliations and conversions between Group GAAP (IFRS) and local GAAP. • Financial integrity: Lead assurance activities over financial statement accuracy, including periodic control testing and rigorous balance sheet documentation. • SSC governance: Oversee reconciliations of balance sheets prepared by the Shared Services Center (SSC) and manage any required corrections. • Cash management: Lead cash-flow forecasting and manage working capital targets (days sales outstanding) in collaboration with divisional teams and the SSC to optimize cash conversion. • Technical expertise: Provide regional finance expertise to ensure compliance with global policies and established processes. • Tax and audit: Partner with the tax team to prepare VAT/sales tax and corporate tax filings (including Form 1099 and other regulatory filings), and manage relationships with internal and external auditors. • Performance analysis: Conduct ad hoc trend and variance analyses to provide Finance leadership with actionable insights to support decision-making. • Partnership with SSC team leads: Stabilize and optimize established Procure-to-Pay (P2P) and Order-to-Cash (O2C) processes. • Service optimization: Monitor SSC service delivery, resolve escalations, and identify opportunities for continuous process improvement. • Finance excellence: Contribute to regional growth and standardization projects, ensuring local/regulatory requirements are incorporated into new system and process designs. • Entity rationalization: Participate in strategic projects to simplify the regional legal entity structure and manage subsequent rationalization activities. • People leadership: Provide day-to-day supervision and mentorship to the team, reviewing deliverables to ensure accuracy and timely completion. • Best practices: Collaborate with the Americas team to share improvements and promote a finance excellence mindset. • Strategic alignment: Act as a trusted partner within the global Finance team to create value, manage risk, and support business growth.

• Take ownership of the monthly close • Ensure the integrity of every dollar of subscription revenue • Operate the systems that support billing • Reduce DSO (Days Sales Outstanding) and manual exceptions • Ensure accurate execution of the order-to-invoice cycle • Deploy AI to automate repetitive tasks • Deliver strategic, high-impact projects led by management