• Own Acely’s finance function end-to-end, including FP&A, financial reporting, accounting oversight, compliance, cash management, and board reporting • Ensure continuity and rigor across existing finance processes while improving speed, clarity, accuracy, and strategic impact • Maintain and evolve the company’s operating model, including revenue forecasting, expense planning, headcount planning, cash projections, and scenario analysis • Partner with the CEO and leadership team on strategic planning, resource allocation, growth investments, pricing, unit economics, and company-wide operating priorities • Own financial reporting and monthly close processes in partnership with external accounting resources, ensuring accuracy, timeliness, and appropriate internal controls • Lead budgeting and forecasting cycles, translating company strategy into actionable financial plans • Partner with Marketing, Product, Engineering, and Customer Support to connect financial outcomes to operating drivers • Analyze growth performance across channels and customer segments, helping the team understand what is working, where to invest, and where to pull back • Support board reporting by preparing clear, concise, insight-driven financial updates and strategic analysis • Own vendor management, contract review support, expense controls, and purchasing discipline • Manage compliance requirements, tax coordination, state registrations, insurance, and other finance-related operational needs • Help prepare the company for potential future financing conversations, strategic partnerships, and diligence processes • Use modern tools, automation, and AI-native workflows to create leverage across reporting, analysis, forecasting, and operational finance

• Support the colleagues in leading strategic workstreams in finance transformation programs for banks • Translate complex business challenges into innovative solutions and actionable roadmaps with your team • Collaborate with cross-functional teams including product, delivery, and architecture • Support client engagements from early shaping to execution, including C-level interactions • Create presentations and support the team in preparing for customer calls • Contribute to internal capability building and team development • Help define and evolve our finance & risk transformation offering for banking clients

• Consult with patients regarding their benefits, coverage and financial options • Perform aspects of benefit verification and prior authorization • Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison • Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information

• Manages day-to-day investment projects and data requests from advisors and other departments. • Completes research projects on new managers/processes. • Updates capital market assumptions annually. • Attends all IC meetings and takes note of follow ups. • Coordinates with existing public and private market managers on quarterly/annual updates. • Collects annual due diligence questionnaires from current managers. • Inputs and tracks model portfolios in data and analytics system. • Prepares impact and performance updates and commentary to advisors on a regular basis. • Keeps track of quarterly performance of underlying investments and report back to CIO and IC. • Proactively coordinates with marketing team on investment data requests.