• The Chief Financial Officer (CFO) serves as a strategic business partner to the executive leadership team and is responsible for leading the financial strategy, planning, and operations of WRS Health. • Oversee all aspects of financial management, including budgeting, forecasting, financial reporting, cash flow management, compliance, treasury, and risk management. • Drive data-informed decision-making, optimize financial performance, support scalable growth initiatives, and ensure the organization maintains strong financial health. • Develop and execute the company's financial strategy to support long-term growth, profitability, and strategic objectives. • Lead annual budgeting, forecasting, and long-range financial planning processes. • Provide financial modeling, scenario analysis, and strategic recommendations to support executive decision-making. • Analyze financial and operational performance, identifying trends, risks, and opportunities for improvement. • Oversee all accounting operations, including general ledger management, month-end close, consolidations, accounts payable/receivable, and financial reporting. • Ensure the timely preparation and presentation of accurate financial statements and management reports. • Establish and maintain robust internal controls, financial policies, and accounting procedures in accordance with GAAP. • Coordinate annual audits and manage relationships with external auditors, tax advisors, and regulatory agencies. • Monitor and manage cash flow, liquidity, working capital, and capital allocation to support operational needs. • Develop and maintain relationships with banks, lenders, investors, and other financial institutions. • Lead capital planning activities and support financing, fundraising, and M&A initiatives as required. • Ensure compliance with all federal, state, local, tax, and regulatory reporting requirements.

• Support organizational budgeting, forecasting, and financial planning processes in collaboration with the CFO and department leaders. • Partner with program teams to develop annual program and departmental budgets, monitor expenditures, and track financial performance against plans. • Prepare monthly budget-to-actual reports, variance analyses, and financial forecasts to support informed decision-making by leadership team and program staff. • Manage financial administration for foundation, government, and international donor grants, including budgeting, forecasting, reporting, and restricted fund tracking. • Partner with Development and Program teams to prepare proposal budgets, monitor donor requirements, and ensure required documentation is complete. • Review spending, cost allowability, and compliance with approved budgets, donor rules, reporting deadlines, and organizational policies. • Prepare donor fund requests, manage partner disbursements, and support timely financial reporting, audits, and funder inquiries. • Support monthly and year-end close processes, including journal entries, reconciliations, and review of financial transactions. • Serve as a trusted financial partner to program leaders and non-finance staff, helping colleagues understand financial information and make data-informed decisions. • Identify opportunities to improve financial processes, reporting tools, and workflows to increase efficiency, transparency, and usability across the organization.

Role Description Apple Montessori Schools is seeking a highly analytical and motivated Financial Analyst, FP&A to join our Finance team during an exciting period of growth. This role offers a unique opportunity to partner closely with senior Finance leadership and operational stakeholders, providing critical financial insights that shape budgeting, forecasting, expansion, and board-level reporting across a multi-site organization. - Support the annual operating and capital budget process, including data gathering, modeling, and consolidation across schools, regions, and corporate functions. - Assist with updating and maintaining the 5-year financial plan aligned with strategic objectives and PE sponsor expectations. - Develop and maintain pro forma financial models to evaluate new school openings, acquisitions, expansions, pricing changes, and staffing scenarios. - Perform scenario and sensitivity analyses to support investment, pricing, and capacity decisions. - Support short-term and long-term cash flow forecasting, including variance analysis versus plan. - Support the month-end close process through preparation of variance analysis versus budget, forecast, and prior period. - Prepare and support recurring board deck materials, including financial results, KPIs, variance explanations, and forward-looking forecasts. - Prepare monthly management reporting packages and ad-hoc analyses. - Assist in enhancing FP&A processes, financial models, and reporting to support scalability and data integrity. - Perform other duties and projects as assigned by the CFO, COO, and CEO in support of organizational priorities and business needs. Qualifications - Bachelor’s degree in Finance, Accounting, Economics, or a related field. - 3–5 years of experience in FP&A, corporate finance, consulting, or a related analytical role. - Strong financial modeling and advanced Excel skills. - Experience in multi-site, service-based, or PE-backed environments preferred. - Experience with AI software platforms such as Claude preferred. - This position will be remote; however, the candidate must reside in NJ, NY, CT, or PA. Benefits - A values-driven workplace centered on Integrity, Passion, Caring, and Pursuit of Excellence. - Dental and vision benefit options for eligible employees. - Individual Coverage Health Reimbursement Arrangement (ICHRA) allows eligible employees to receive employer-funded reimbursements for individual Marketplace health insurance premiums. - Employee Assistance Program (EAP). - Professional Development. - Life Insurance. - Pet Insurance through Wishbone. - Paid Time Off (PTO) to support work-life balance (for eligible employees). - 65% Childcare Discount. - Discount on personal Verizon Wireless accounts.

• Lead the annual budgeting process, collaborating with stakeholders across departments • Lead the periodic forecasting exercises that take place during the year • Prepare the weekly short term cash flow forecasts • Enhance financial planning process and reporting tools to improve efficiency, accuracy, and insight • Prepare high-quality financial commentary in the Management Accounts for all Group entities • Prepare monthly Board packs • Prepare ad-hoc financial analysis as required by various business stakeholders • Stakeholder management • Liaise with internal stakeholders as appropriate to obtain key inputs for the budgets and forecasts • Develop (including training) the team and provide necessary mentorship to juniors • Take ownership of FP&A function • Collaborate with corporate services team on cross-functional workstreams • Take the lead on the Data workstreams and communicating key insights • Review and proactive manage costs across clients