• 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.

• Assist chapter advisors in appointing, training, and mentoring financial advisors • Supervise collegiate chapter financial activities for assigned chapters • Collaborate with regional team members and financial advisors to address financial issues • Provide feedback and suggestions to appropriate personnel on resources and initiatives

• Design and implement a bottoms-up financial planning model scalable across a rapidly growing retail footprint with isolated pricing and margin dynamics at the market level. • Own the full planning and forecasting process — budgeting, reforecasting, and long-range planning — and build the governance framework around it. • Build a real-time data and reporting infrastructure that gives operators and leadership actionable financial intelligence without analyst intermediation. • Own cash forecasting as a process discipline — the model and methodology, not the banking. • Serve as the planning resource for all market finance leads across the organization, ensuring consistency of process and model across markets. • Partner with Corporate Development to support transaction modeling and capital allocation analysis, freeing Corp Dev to focus on deal execution. • Integrate newly acquired markets into the planning model and governance framework on an ongoing basis as the company continues to grow. • Collaborate with operations, legal, and HR to ensure financial plans reflect ground-level realities across all markets. • Own KPI design and reporting across the retail portfolio — build the metrics that matter and ensure they flow to the right people at the right time. • Partner with the analytics and technology teams to ensure the reporting layer is automated, reliable, and scalable. • Translate complex financial data into clear, actionable insights for operators, the CFO, and the executive team. • Establish and maintain a planning governance framework that is rigorous but lean — process as infrastructure, not bureaucracy. • Build and develop a small, high-leverage team over time as the function matures. • Serve as a trusted advisor to the CFO and senior leadership on all matters related to planning, forecasting, and financial performance.