• Own the monthly variance pack — Drive sharp BvA across P&L, COGS, gross profit %, and OPEX, with crisp narrative commentary that explains the why, not just the what. • Build and maintain driver-based models — Member growth, ARPM, CAC, payback, contribution margin by program and member cohort and clinical cost-to-serve. • Partner with department heads — Customer Success, Clinical Operations, Marketing, Sales — translate business plans into resourced budgets, validate assumptions, and support analysis for department leaders. • Own the long-range plan and rolling forecast — Multi-scenario budget modeling, fully integrated with the headcount model, balance sheet, and cash flow. • Build the monthly board narrative — KPI strip, P&L commentary, gross profit % development, headcount, and forward outlook — in partnership with senior leadership. • Drive the 2026 budget cycle — Own the timeline, templates, BU partnering, and consolidation. • Build the operational FP&A toolkit — Dashboards, what-if explorers, scenario models, sales / CS commission and incentive design. • Champion AI-enabled FP&A workflows — Use Claude, Ai powered FP&A tools, and AI-native features in our finance stack and Excel to accelerate model documentation, variance commentary, scenario summarization, and ad-hoc research. Set the bar for what AI-augmented FP&A looks like at 9amHealth.

• Managing finance-related tickets escalated by customer support teams • Investigating and correcting billing discrepancies and invoicing issues • Verifying, updating, and maintaining financial information across internal systems • Supporting supplier payment processes by ensuring records are complete and accurate • Reviewing financial data and identifying inconsistencies • Working across multiple tools and platforms to ensure operational accuracy • Collaborating with internal teams to resolve finance-related requests efficiently • Following established procedures while maintaining high attention to detail

Senior Director FP&A, Real Estate Transformation Finance and Accounting Services Address: Headquarters, 920 Winter St, Waltham, Massachusetts, 02451, United States of America Job ID: R0257515 Location Type: Hybrid Job Description Position Location Details – Upon agreement between you and your supervisor, you are entitled to a flexible arrangement where you will be able to split your time between working from the office and working remotely. PURPOSE AND SCOPE: The Senior Director, Finance Business Partner – Real Estate Transformation serves as the strategic finance leader for the Company's Global Real Estate organization and transformation agenda. Reporting into Global Controlling, the role leads the Real Estate FP&A, Business Partnering, and Synthetic Leasing functions and serves as the primary finance partner to Real Estate leadership. The incumbent provides financial leadership, governance, strategic planning, and decision support across global real estate initiatives, portfolio optimization programs, and transformation activities to drive financial performance and long-term value creation. PRINCIPAL DUTIES AND RESPONSIBILITIES: - Provide strategic leadership of short- and long-term goals through the communication of the Company’s mission and core values, driving organizational alignment, transformation, and business performance across the assigned areas of responsibility. - Serve as a member of the Global Controlling Leadership Team, helping shape enterprise finance strategy, organizational priorities, governance, talent development, and transformation initiatives across the Global Controlling organization. - Act as the primary finance business partner for the Global Real Estate Transformation program, partnering with executive leadership across Finance, Real Estate, Operations, Treasury, Procurement, Tax, Accounting, and other corporate functions to influence enterprise-wide decisions and drive strategic business outcomes. - Lead and direct the Real Estate FP&A, Business Partnering, and Synthetic Leasing functions, ensuring effective execution of business processes, achievement of operational objectives, and compliance with company policies and procedures. - Direct the budgeting, forecasting, long-range planning, resource allocation, and performance management processes within the assigned functional areas, ensuring alignment with enterprise objectives and company requirements. - Lead financial analysis, strategic planning, and business case development supporting real estate portfolio optimization, lease strategies, capital investment decisions, transformation initiatives, and other strategic priorities. - Provide strategic insights and recommendations to executive leadership regarding financial performance, transformation opportunities, risk mitigation, capital allocation, and value creation initiatives, including the preparation and presentation of executive-level analyses and business cases. - Lead cross-functional and cross-divisional transformation initiatives focused on process standardization, automation, optimization, governance, and continuous improvement across planning, forecasting, reporting, accounting, and performance management processes. - Develop and implement policies, governance standards, financial methodologies, and performance measurement frameworks that support effective decision-making and realization of transformation objectives. - Serve as a key liaison across Global Controlling, Real Estate, Treasury, Accounting, Tax, Procurement, Operations, and regional finance organizations to ensure alignment of objectives, governance standards, methodologies, and performance expectations. - Provide leadership, coaching, and development for direct reports, fostering a culture of accountability, collaboration, continuous improvement, and operational excellence while partnering with Human Resources on talent management, succession planning, and leadership development. - Provide technical expertise and subject matter leadership within areas of responsibility. - Lead or support strategic initiatives, special projects, and executive requests as assigned and perform other duties as required. - Additional responsibilities may include focus on one or more departments or locations. See applicable addendum for department or location specific functions. SUPERVISION: Responsible for the direct supervision of various levels of finance staff. EDUCATION: Bachelor’s Degree required; Advanced Degree preferred EXPERIENCE AND REQUIRED SKILLS: - 10+ years’ related experience. - 5+ years’ experience as a Manager; or 5+ years’ experience in a senior managerial role. Prior Experience in Synthetic leasing is desired. - Demonstrated proficiency with business warehouse (BW) systems (e.g., BEx, SAP, etc.). - Detailed knowledge of general accounting, close, budgeting, forecasting, cash flow and analysis processes. - Strong management skills with the ability to lead cohesive and productive teams. - Strong interpersonal skills with the ability to communicate with all levels of management through diplomacy and tact. - Strong executive presence and ability to present to senior leaders - Excellent oral and written communication skills. The rate of pay for this position will depend on the successful candidate’s work location and qualifications, including relevant education, work experience, skills, and competencies. Annual Rate: $187,000.00 - $230,000.00 for Waltham, MA location Benefit Overview: This position offers a comprehensive benefits package including medical, dental, and vision insurance, a 401(k) with company match, paid time off, parental leave and potential for performance-based bonuses depending on company and individual performance

Role Description We are seeking a highly motivated Senior Associate, Accounting & Finance, to join our growing Accounting & Finance team. This is a newly created role designed to support a broad range of accounting, financial reporting, and operational initiatives across the firm. The position will be based out of Los Angeles, Washington, D.C., Denver, or Remote. Responsibilities will evolve over time based on business needs, process improvements, and the strengths and interests of the individual. This position offers meaningful exposure to core accounting functions, FP&A, compliance, systems administration, and cross-functional collaboration, making it an excellent opportunity for someone looking to grow their career in finance. Qualifications - Bachelor’s degree in Accounting, Finance, or related field - 1–3 years of relevant experience in accounting, finance, or professional services preferred - Strong Excel skills; experience with ERP systems (Deltek Vantagepoint a plus) - Detail-oriented with strong organizational and analytical skills - Ability to manage multiple priorities in a dynamic environment - Strong communication skills and a collaborative mindset - Interest in learning and growing within a finance organization - Comfort with learning and implementing new technology and programs, including AI tools Requirements - Perform monthly balance sheet and income statement reconciliations - Assist with financial statement reviews - Support data gathering for tax filings and external audits (401(k), workers’ comp, etc.) - Assist with ASC 842 lease accounting - Assist with fund administration and accounting - Process and review expense reports - Support client billing and invoicing - Manage jurisdictional registrations and compliance - Assist with accounts payable disbursements and bank reconciliations for affiliated entities - Serve as a Vantagepoint system expert and administrator - Assist with contract reviews in coordination with legal and finance - Support RFP submissions - Manage new client registration portals and onboarding requirements - Support quarterly reporting for internal and external stakeholders - Assist with project-level billing, reporting, and analysis - Support state and local tax reporting - Participate in firm-wide and finance team meetings - Support internal coordination and respond to administrative requests - Assist with documentation and follow-ups from cross-functional teams - Participate in process improvement initiatives and system implementations - Assist with ad-hoc financial and operational projects - Continuously develop technical, accounting, and systems skills Benefits - Newly created role with room to shape responsibilities - Broad exposure across Accounting, FP&A, Compliance, and Operations - Opportunity to work closely with senior finance leadership - Strong learning and professional development opportunities - Collaborative, team-oriented culture - Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year - 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense) - Competitive vacation and wellness/sick time offered for employees - Family planning and fertility benefits - Employee stipend for continuing education and professional development - Employer-paid family leave after one year of employment - Commuting stipend for team members not driving to work - Cell phone stipend - Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location - Option to participate in FSA and 401(k) plan - Employer contribution to 401(k) annually - Access to back-up childcare, elder care, pet care, and other in-home resources - Enjoyment of hosted in-office lunches and social events on a regular basis - Paid time off to volunteer