• Responsible for day-to-day finance operations related to payment planning, incoming invoice control, accounts receivable/accounts payable communication, invoice reconciliation, and dispute management. • Ensure that the payment calendar is accurate and up to date. • Review, validate and reconcile incoming partner invoices against system data on schedule. • Identify invoice discrepancies quickly; open, track, and close disputes with clear documentation. • Communicate clearly and professionally with debtors, creditors, partners, and internal stakeholders. • Prepare liquidity and bank account turnover reports accurately, completely, and on time for the shareholder and management.

• Subject-matter tax responsibility for complex direct mandates, including VAT, annual financial statements and tax returns • Subject-matter contact for clients, operational accounting units and involved specialists • Ensuring deadlines, SLAs and a clear delineation between bookkeeping, financial close and advisory services • Further development and assurance of technical quality in financial accounting • Subject-matter sparring partner for accounting teams in Germany and Bulgaria • Support for additional direct mandates and structural mandate organization

Role Description Duke University Health System is seeking a strategic financial leader to serve as the Director of Finance – Strategic Financial Planning and Budget. Reporting directly to the AVP of Budgets, Treasury, and Cash Management, this critical role is responsible for the clinical operational and capital budgeting, as well as the overarching financial planning for DUHS. The Director will establish and oversee budgeting and planning processes that culminate in the publication of the Annual Financial Plan. By actively coordinating with operating unit leadership and DUHS senior executives, this position aims to increase the speed, consistency, and effectiveness of management’s financial decision-making. Key Responsibilities - Strategic Financial Leadership - Provide strategic leadership and assume responsibility for the coordination, development, and delivery of the health system's financial plan and budget. - Manage, plan, and organize a robust financial planning and budgeting process covering both clinical and administrative activities. - Initiate and prepare clear, effective, and informative analyses that accurately describe the financial position, outlook, and strategic direction of the health system. - Provide forward-thinking leadership on future process improvements, including the development of new analytical approaches, practices, and the implementation of Artificial Intelligence (AI) workflows. - Operational & Financial Execution - Execute the functional portion of the annual financial plan process, effectively managing both internal and external teams. - Utilize financial modeling and scenario planning to guide the corporate budget process and monitor the administrative financial burden. - Oversee, utilize, and support the implementation of financial software designed to yield complex analyses of financial results and projected future earnings based on chosen assumptions, targets, and capacity constraints. - Prepare comprehensive compensation plan analyses to support the broader financial planning process. - Coordinate with entity finance teams to support FTE crosswalks and measure year-over-year financial impacts. - Liaise with Duke Connected Care to establish links between the activities of the Population Health Management Office (PHMO) and budget assumptions. - Stakeholder Engagement & Team Management - Lead the development of meaningful financial and budgetary deliverables for senior leadership, coordinating with industry and subject matter experts to produce highly effective presentation materials. - Participate in—and often lead—strategic business opportunities, including multidisciplinary service line and departmental committees requiring clear communication and presentation skills. - Lead, mentor, and supervise a professional staff of two to four (2-4) direct reports, including financial analysts and managers, guiding them through system-wide recurring and non-recurring projects. - Participate in the development of DUHS financial policies, demonstrating a deep understanding of strategic direction, key initiatives, and success factors. - Complete special projects and executive deliverables as assigned. Qualifications - Required Experience: - A minimum of seven (7) years of related financial planning and budgeting experience. - Demonstrated ability to perform and thrive in a high-pressure, deadline-oriented environment. - Preferred Qualifications: - Relevant advanced degrees (e.g., MBA, Master of Finance) and/or active CPA licensure. - Extensive experience within healthcare finance. - Strong traditional and modern IT skills, with a demonstrated expertise in creating highly detailed analytical and presentation materials for executive audiences. - Experience or a strong interest in developing and integrating Artificial Intelligence (AI) skills into financial workflows. - Exceptional communication and organizational skills with an uncompromising attention to detail. - Demonstrated ability to perform and thrive in a high-pressure, deadline-oriented environment, including a strong willingness to work long hours to meet competing deadlines and execute critical projects as needed. Company Description Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status. Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values. Essential Physical Job Functions Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

• Own the operating model the company plans against. • Build the capital allocation framework that determines what we fund and in what order. • Own board materials and partner on fundraising, including the model, narrative, and diligence process. • Help leadership evaluate major investments, hiring plans, client opportunities, and growth bets. • Own the company operating model and ensure it becomes the source of truth for planning. • Set ambitious but credible budgets and manage burn against plan. • Lead core FP&A and revenue cycle finance through your team. • Recruit, manage, and develop the finance organization as Leap scales.