• 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.

Role Description Own all monthly financial reconciliation, reporting, and compliance for both Givzey and Version2.ai. - Build, refine, and present financial forecasting models that power leadership decisions. - Deliver clear, actionable financial performance reports to the CEO and Board of Directors. - Lead accounts payable, invoicing, collections, and vendor onboarding processes. - Maintain cap tables and oversee 409A valuations. - Ensure full compliance with federal, state, and local tax regs. - Manage commission reporting for leadership and sales teams. - Partner with legal and accounting on audits, contracts, and compliance. - Review and optimize software license agreements and insurance coverage. Qualifications - 3–5 years of finance experience, ideally in a SaaS startup (bonus: nonprofit familiarity). - Proven success with forecasting, KPI tracking, and board-level reporting. - Bachelor's degree in finance, accounting, or related field — or equivalent experience. - Detail-driven, analytical, and unafraid of a fast-moving to-do list. - Exceptional communication skills — you can turn complex numbers into a compelling story. - Passion for our missions and excitement to grow alongside two trailblazing companies. - A proactive, roll-up-your-sleeves mindset — because “that's not my job” isn't in your vocabulary. Benefits - Work fully remote with a tight-knit, high-performing team. - Be part of two industry-shaping SaaS products in hyper-growth mode. - Direct access to founders and leadership — your voice and ideas matter. - Opportunity to help shape our long-term strategy and scale.