• Build engaged, community-powered editorial experiences • Create serious-fun, expert-driven editorial and audience experiences that grow subscribers, increase newsletter engagement, and build loyal finance audiences • Develop content informed by real practitioner insight, including interviews, contributor conversations, finance communities, surveys, Q&As, and social listening • Help program and support webinars, livestreams, roundtables, podcasts, and editorial event experiences • Repurpose editorial IP into newsletter blocks, social content, video clips, lead magnets, reports, and community assets • Ensure editorial output reflects the publication’s tone, usefulness, authority, and audience relevance • Continuously identify opportunities to increase audience participation, contribution, sharing, and return engagement • Create insight-led decision-support content that performs • Produce and improve decision-support formats such as benchmark reports, salary guides, AI reports, workflow roundups, expert interviews, surveys, member exclusives, and lead magnets • Expand audience reach, relationships, and distribution

• Modeling & Forecasting: Build, maintain, and enhance financial models for revenue, expenses, provider compensation, margins, cash flow, deal pricing and scenario planning; support annual budgeting and quarterly forecasting. • Executive & Unit Economics Reporting: Prepare monthly/quarterly financial packages, including variance analysis, KPI tracking, unit economics performance, and executive commentary against budget and operational benchmarks. • Business Partnership: Partner with department leaders to manage budgets, analyze costs, allocate resources, and independently investigate operational variances to recommend corrective actions. • Data Manipulation & Synthesis: Clean, reconcile, and process large volumes of disparate financial, operational, claims, and patient data using advanced Excel/Google Sheets and BI tools to uncover trends and performance drivers. • Healthcare Revenue Analysis: Evaluate key healthcare drivers, including reimbursement trends, CMS allowables, wRVUs, provider productivity, and revenue cycle metrics. • Strategic Insights & Dashboards: Translate ambiguous business questions into structured analytical frameworks and clean reporting dashboards. Assess the financial impact of patient growth, provider mix, and care model performance. • AI-Enabled Automation: Responsibly utilize AI and modern automation tools to streamline repeatable finance tasks, accelerate complex calculations, and build scalable reporting workflows. • Month-End Support: Partner with Accounting on the monthly close process, GAAP-compliant reporting, accruals, revenue/expense analysis, and internal controls.Support conversion and implementation of new ERP system. • Operational Finance: Assist with accounts payable, accounts receivable, and provider payment processes as needed while maintaining meticulous model documentation.

• 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