• Prepare monthly, quarterly, and annual financial reporting packages for executive leadership. • Collaborate closely with the European Finance Team on consolidated reporting, intercompany accounting, reconciliations, and financial analysis. • Manage quarterly and annual intercompany reconciliation audits. • Support international financial reporting requirements and ensure consistency between U.S. and European entities. • Prepare ad hoc financial analyses and reports for leadership and corporate stakeholders. • Oversee customer invoicing, collections, cash application, and account reconciliations. • Monitor aging reports and proactively manage outstanding receivables. • Partner with project managers and sales teams to ensure accurate and timely billing. • Respond to client inquiries regarding invoices, payment status, and account balances. • Oversee vendor invoice processing, approvals, and payment schedules. • Manage ACH and wire transfer payments. • Maintain vendor relationships and resolve payment inquiries. • Ensure accurate expense coding and proper allocation to budgets and cost centers. • Maintain accurate financial records and ensure compliance with GAAP and company policies. • Record and review all monthly accounting transactions, including revenue, expenses, payroll, intercompany activity, and treasury transactions. • Perform revenue recognition and related month-end adjustments. • Ensure integrity and accuracy of financial data across systems. • Support development of annual budgets and periodic forecasts. • Analyze historical spending trends and develop financial projections. • Monitor budget performance and provide variance analysis to management. • Manage cash flow forecasting and treasury activities. • Administer profit distribution schedules. • Coordinate banking, insurance, and corporate finance activities. • Prepare supporting schedules and reports for corporate stakeholders. • Supervise and develop one Finance Assistant. • Review accounting work for accuracy, completeness, and compliance. • Establish priorities and provide guidance for daily accounting operations. • Ensure compliance with regulatory, tax, and corporate reporting requirements. • Support external audits and tax filings. • Maintain strong internal controls and accounting procedures.

• Assist the North America team with the monthly, quarterly, and annual close process, including preparation of journal entries, account reconciliations, supporting schedules, and other close deliverables. • Support the accuracy, completeness, and integrity of financial data across the region and its business units. • Prepare routine journal entries and assist with recurring monthly accounting activities, including accruals, reclasses, prepaid expenses, fixed assets, and other assigned areas. • Prepare account reconciliations and supporting schedules in a timely manner, researching and resolving reconciling items as needed. • Review accounts payable transactions, including vendor bills, employee expense reports, corporate card activity, and related supporting documentation for accuracy, completeness, coding, approvals, and compliance with internal policies. • Assist with transactional accounting work, including invoice review, expense report review, vendor and payment support, data entry, account coding, and follow-up on missing or incomplete documentation. • Assist with the preparation of financial reports and internal reporting schedules, ensuring information is complete, accurate, and aligned with internal accounting policies. • Support compliance with regulatory requirements and assist in preparing documentation and analysis for external audits. • Help maintain and improve accounting processes, documentation, and internal controls to support timely and accurate reporting. • Work closely with North America finance teams to gather required financial data, promote consistency in reporting practices, and support adherence to close timelines. • Assist with variance analysis and research fluctuations in financial results, escalating issues or unusual activity as appropriate. • Partner with colleagues across accounting, finance, FP&A, tax, payroll, accounts payable, and operations to resolve issues and improve reporting quality. • Support ad hoc accounting, finance, and process improvement projects as needed.

• GuideWell is seeking a clinically fluent, performance-driven Clinical Finance Director to serve as a dedicated financial partner and industry-benchmarking authority for its portfolio of care delivery assets. • The Director will operate as an embedded financial strategist within the Care Delivery business, benchmarking clinic financial and operational performance against industry standards (MGMA, HFMA, Kaufman Hall), driving margin improvement at the asset level, and ensuring the GuideWell clinic portfolio performs at or above peer benchmarks across key clinical finance KPIs including provider productivity, revenue cycle efficiency, staffing ratios, and contribution margin. • Serve as the organization’s subject matter expert on primary care and specialty clinic financial benchmarks. • Define and maintain a comprehensive clinic-level financial KPI framework calibrated to industry standards, covering: provider productivity (wRVUs, visits/physician/year), revenue cycle health, staffing efficiency, facility cost as a percent of revenue, and operating margin by site and service line. • Conduct regular gap analyses comparing GuideWell clinic performance to industry medians and best-practice benchmarks. • Serve as the primary financial advisor to asset-level operational and clinical leaders. • Monitor and assess clinic-level financial performance, including revenue cycle health, provider productivity, staffing efficiency, and contribution margin by site. • Define the financial strategic priorities for the Care Delivery portfolio and direct the enterprise FP&A team on how to align planning, forecasting, and reporting activities to those priorities. • Partner closely with the enterprise FP&A team to ensure the right data, models, and analyses are being produced to support asset-level decision-making.

• Review and validate supporting documentation before financial transactions are processed to ensure all required documents are accurate, complete and properly approved/authorized. • Ensure set up and maintenance of all data required for processing financial transactions for assigned accounts in financial accounting systems. • Record financial transactions following appropriate authorizations. Review and analyze various accounts to detect irregularities. Advise on corrective actions and prepare correcting entries and adjustments, as necessary. • Monitor disbursement and receipt schedules, alert relevant staff of due payments or liquidations, and maintain appropriate communication and follow-up to facilitate timeliness of financial resource management. • Evaluate and monitor subrecipient financial management processes in accordance with policy. Contribute to strengthening the capacity of partners in financial accounting and transactions. • Prepare various, periodic and ad hoc financial reports. Perform variance analysis to assist with decision-making and proper management of financial resources. • Provide information to subrecipients and staff on financial accounting policies and procedural compliance issues and contribute to capacity strengthening. • Perform assigned treasury (e.g., cash payment and receipt, cash forecast, etc.) duties.