• Own FP&A, financial modeling, and long-term planning • Lead investor reporting and board-level financial presentations • Manage cap table administration and equity matters • Oversee upkeep and ongoing refinement of KPI scorecard reporting and financial dashboards • Support strategic initiatives (Cross-functional strategic / analytical support, M&A, fundraising) • Oversee legal, insurance, and compliance matters as needed • Lead audit process • Support variable compensation plan development and execution (i.e. monthly & quarterly commission calculations) • Own the People Ops function, with an HR Manager reporting directly to you • Oversee employee onboarding and offboarding end-to-end, ensuring a smooth and consistent experience across the organization • Partner with hiring managers and leadership on people strategy, compensation benchmarking, and organizational planning • Maintain and improve HR policies, employee handbook, and compliance with applicable employment laws • Serve as IT and tool admin for all corporate and GTM software, overseeing provisioning and de-provisioning of user access • Manage the company’s SaaS tool stack, including license tracking, usage audits, and vendor relationships • Lead negotiations for software renewals, working to optimize cost and contract terms across the portfolio • Establish and maintain processes for tool governance, access controls, and security compliance in partnership with relevant stakeholders

• Oversee financial operations of the pharmacy business • Analyze and forecast financial, economic, and operational data • Identify key business and financial trends • Develop action plans for performance management • Lead financial discussions across the pharmacy ecosystem • Partner with operational, accounting, and revenue cycle functions

• Own and manage the CFO’s calendar, inbox, priorities, and follow-through across multiple workstreams, ensuring high-impact items are prioritized and executed. • Act as a true execution partner, bridging communication between leadership, vendors, legal, finance, operations, and external stakeholders. • Support business operations and strategic initiatives, helping drive accountability, tracking deliverables, and ensuring projects move forward. • Coordinate vendor relationships, contracts, renewals, and support operational due diligence processes. • Assist with legal and compliance-related workflows, including contract coordination, documentation tracking, trademarks, patents, and other high-stakes processes. • Support financial operations by reviewing reports, tracking budgets, vendor pricing, invoices, and identifying inconsistencies or opportunities for optimization. • Build, maintain, and improve systems, SOPs, workflows, dashboards, and operational processes to improve efficiency and reduce executive overhead. • Leverage AI tools (Claude, ChatGPT, automation tools, AI agents) to optimize workflows, documentation, and operational execution. • Prepare meeting materials, agendas, executive briefings, and maintain accountability around follow-ups and key action items. • Support exit readiness initiatives, data rooms, and confidential documentation processes as needed. • Coordinate travel, logistics, and ad hoc executive support requests in fast-changing environments.

• Own and manage the CFO’s calendar, inbox, priorities, and follow-through across multiple workstreams, ensuring high-impact items are prioritized and executed. • Act as a true execution partner, bridging communication between leadership, vendors, legal, finance, operations, and external stakeholders. • Support business operations and strategic initiatives, helping drive accountability, tracking deliverables, and ensuring projects move forward. • Coordinate vendor relationships, contracts, renewals, and support operational due diligence processes. • Assist with legal and compliance-related workflows, including contract coordination, documentation tracking, trademarks, patents, and other high-stakes processes. • Support financial operations by reviewing reports, tracking budgets, vendor pricing, invoices, and identifying inconsistencies or opportunities for optimization. • Build, maintain, and improve systems, SOPs, workflows, dashboards, and operational processes to improve efficiency and reduce executive overhead. • Leverage AI tools (Claude, ChatGPT, automation tools, AI agents) to optimize workflows, documentation, and operational execution. • Prepare meeting materials, agendas, executive briefings, and maintain accountability around follow-ups and key action items. • Support exit readiness initiatives, data rooms, and confidential documentation processes as needed. • Coordinate travel, logistics, and ad hoc executive support requests in fast-changing environments.