• Apply finance expertise to assess the performance of advanced Large Language Models (LLMs) by creating realistic finance-related scenarios. • Develop expert reference answers and evaluate AI-generated responses against defined quality standards. • Create realistic, finance-focused prompts and scenarios that reflect real-world professional challenges. • Develop tasks across multiple finance-related areas such as Financial Analysis, Corporate Finance, Accounting, Investment Analysis, Equity Research, Banking, Risk Management, and Valuation. • Ensure tasks accurately represent professional finance workflows and decision-making processes. • Develop high-quality reference answers that demonstrate finance expertise and provide clear reasoning, calculations, assumptions, and conclusions. • Review and evaluate AI-generated responses from LLMs using structured evaluation criteria. • Analyze model outputs for accuracy, quality, relevance, and compliance with professional finance standards. • Provide detailed feedback to support AI model evaluation, benchmarking, and continuous improvement efforts.

• Consult with patients regarding their benefits, coverage and financial options • Perform aspects of benefit verification and prior authorization • Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison • Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information

• Proactively connect with clients via phone, email, and chat to provide timely support and guidance • Serve as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively • Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions • Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve • Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

• Develop, implement and manage financial processes in accordance with policies and local laws. • Provide proactive service delivery, advice, and support to managers, staff, and subrecipients in relation to managing the whole project cycle (Design, Start-up, Implementation, Close-out), ensuring efficiency and compliance with CRS’ policies and procedures, Generally Accepted Accounting Principles (GAAP), donors’ rules and regulations, and legal requirements. • Provide direction and coordinate effective budget development and management (Annual Program Plans and project budgets). Ensure accuracy and consistency of financial data and safeguarding of resources. • Ensure integrity of accounting information by reviewing account issues for compliance and establishing quality control over accounting transactions and financial reporting. Responsible for the maintenance of supporting documentation and ensuring it’s stored in a reliable and easy to follow audit trail. • Lead the preparation of accurate financial data, analysis and projections and support leadership in interpreting data for decision-making and effectively managing financial risks. • Effectively manage the finance team. Manage team dynamics and staff well-being. Provide coaching, strategically tailor individual development plans, and complete performance management for direct reports. • Oversee the performance of accurate reporting procedures and timely submission of reports to relevant stakeholders (COP and program managers, Regional Office, HQ/Finance, donors, etc.). • Lead assessments of staff and subrecipients’ financial management capacity, ensure capacity strengthening on finance policies and regulations, as needed, and monitor and measure impact. Provide support and accompaniment to partner finance staff as needed, including orientation and guidance on donor financial management policies and procedures. • Lead efforts to close audit financial management findings in a timely and sustainable way.