• Assists new client onboarding process through contract review, interpretation, and documentation for key sections related to invoicing. • Ensure data for client invoicing and accruals are completed on time, within the scope, and all barriers are communicated to the appropriate parties • Responsible for gathering, analyzing, and verifying the accuracy of the data being reported • Identify performance opportunities through detailed data review, proactive auditing, and reconciling • Analyzes variances and trends to identify problems and trends • Informs leadership of potential issues/findings after analysis of data • Anticipates leadership needs by gathering records, reports, data, and correspondence for accurate reporting • Provides ad hoc reporting as needed • Perform other duties as assigned

• Partner with the CFO to develop and execute financial strategies, policies, and procedures • Own and enhance the organization-wide budgeting and forecasting process • Incorporate market trends and data to drive more accurate financial planning • Develop and monitor long-term financial projections aligned with business goals • Deliver actionable financial analysis and insights to support executive decision-making • Leverage industry trends, data analytics, and benchmarks to inform recommendations • Provide financial input on key business initiatives, including growth strategies • Translate complex financial data into clear, strategic guidance for leadership • Act as a strategic partner to department leaders on financial performance • Track, analyze, and optimize performance against growth and efficiency targets • Collaborate cross-functionally to align financial goals with operational priorities • Support accountability and informed decision-making across the organization • Identify and implement strategies to drive growth and operational excellence • Provide financial expertise on contracts, vendor evaluations, and partnerships • Support business development activities, including capital raises and M&A • Contribute to evaluating and prioritizing strategic opportunities across the business

Role Description Primary Healthcare Centers is seeking a compassionate, organized, and patient-focused Referral Navigator to help patients access specialty care and services outside of our clinics. This role is ideal for someone who enjoys helping others, coordinating care, and building relationships with patients and healthcare providers. - Coordinate specialty appointments and diagnostic testing for patients. - Assist patients with scheduling, transportation, and financial resources. - Communicate with specialty offices and transmit referral documentation. - Track referrals and appointments within the electronic medical record system. - Follow up with patients and providers to ensure continuity of care. - Collaborate with providers, case managers, and care teams to support patient needs. Qualifications - Knowledge of Microsoft Word and Excel. - Basic understanding of medical terminology. - Strong communication and organizational skills. - Ability to maintain patient confidentiality. - Preferred: Referral coordination experience. - Preferred: Medical office experience. - Preferred: Experience with electronic medical records (EMR). Benefits - Dental insurance - Free uniforms - Health insurance - Paid time off - Parental leave - Training & development - Vision insurance - Wellness resources Company Description Primary Healthcare Centers is committed to revealing God's love through high-quality and accessible care for all. - Mission-driven organization committed to serving our communities. - Supportive and collaborative team environment. - Opportunity to make a direct impact on patient care. - Professional growth and development opportunities. - Potential remote work opportunities based on organizational needs.

• Design, build, ship, and maintain customer facing workflows and agentic automations • Own features end-to-end from technical design to launch and iteration • Collaborate with Product, UX, ML, and Sales to validate requirements and prototype quickly • Work with customers in finance domain • Develop interfaces that integrate with financial data sources and enterprise tools • Extend agentic platform capabilities for finance-specific requirements • Develop collaborative workspaces with access controls and data isolation • Own technical decisions balancing speed, quality, and user needs • Use AI actively while being accountable for quality and reliability