Role Description Are you passionate about making a difference in patients’ lives while navigating the dynamic world of healthcare finance? Do you thrive in a fast-paced environment, providing exceptional support and clarity to those in need? If so, NIVA Health invites you to apply for our fully-remote Patient Financial Coordinator role! As a Patient Financial Coordinator (PFC), you will set the tone for a positive patient financial experience—ensuring clarity, consistency, and kindness in every interaction while upholding our Core Values: Teamwork, Resilience, Open-Mindedness, Ownership, and Positivity. - Serve as the primary point of contact for patient financial communications. - Clearly explain insurance benefits, deductibles, copayments, coinsurance, and out-of-pocket responsibilities. - Contact patients prior to or following services to discuss financial responsibility and collect payments. - Establish and monitor patient payment plans; assist with billing questions and clarify EOBs or statements. - Document all financial communications and transactions in the appropriate systems. - Review patient eligibility, estimate financial responsibility, and collect payments up front when appropriate. - Proactively help reduce bad debt through timely patient outreach. - Support Revenue Cycle Management by assisting with insurance eligibility verification, prior authorizations, claim status, payment posting, and special projects. - Consistently deliver compassionate customer service to patients, referral sources, and internal teams. - Maintain strict confidentiality and HIPAA compliance at all times. Qualifications - Have a high school diploma or equivalent (required). - Bring at least 2 years of experience in healthcare revenue cycle or a medical office setting. - Understand U.S. medical insurance terminology — including Medicare, Medicaid, and commercial insurers. - Demonstrate excellent customer service skills and professional phone etiquette. - Communicate clearly and empathetically, translating complex financial or insurance topics into patient-friendly language. - Are highly organized, detail-oriented, and comfortable managing multiple priorities. - Are proficient with Microsoft Office and, ideally, EMRs/practice management systems. - Embrace and promote NIVA Health’s Core Values in every interaction. Requirements - Bonus Points If You: - Have 3+ years of experience in patient financial services or medical billing. - Are experienced in collecting patient balances in a clinic, hospital, or specialty care environment. - Have worked with wound care or similar healthcare specialties (not required). - Have experience using payment processing and revenue cycle systems. Key Performance Indicators (KPIs) - Exceptional patient financial experience and satisfaction. - Upfront collections and reduction of accounts receivable. - Accurate documentation of financial interactions. - Compliance with regulatory and organizational standards. - Support of revenue cycle initiatives that improve cash flow/efficiency. Benefits - Pay: $1,500 per month - Work Schedule: US Eastern Timezone (Monday-Friday) - Location: Fully Remote Company Description At NIVA Health, you’re empowered to make a meaningful impact on patients—helping them navigate healthcare costs with compassion and confidence. We celebrate achievement, invest in your continued growth, and foster a collaborative and positive team environment.

• Develop and own detailed, data-driven financial models and ad-hoc analytical projects and present the results to senior management to support strategic decision-making • Generate dashboard reports that monitor KPI’s to track Rescale’s performance, and communicate trends and findings to management to highlight risks and opportunities • Develop and execute timely monthly, quarterly, and annual reports, partnering with the accounting team and the business on the close process, ensuring insights, risks, and opportunities are identified and communicated to all stakeholders • Perform variance analyses to ensure fiscal responsibility and accountability; identify trends; recommend actions for continual improvement • Assist in preparing QBR, Board and other investor-related materials and presentations • Continuously identify opportunities to automate and streamline processes with AI and agentic tools to increase the efficiency and effectiveness of the FP&A function

Role Description As a Strategic Finance Lead, you will play a critical role in supporting a modern family office platform serving high-net-worth individuals and multi-entity households. You'll work closely with clients to oversee financial operations while delivering strategic insights, financial planning, and decision support across complex financial environments. This role is ideal for someone who combines strong financial and accounting expertise with strategic thinking, commercial judgment, and exceptional communication skills. You will act as a trusted financial partner, translating complex financial information into clear recommendations that help clients make confident, informed decisions. Accountability Your success as a Strategic Finance Lead will be defined by your ability to provide accurate financial visibility, deliver strategic insights, and help clients make informed financial decisions across multiple entities. Here's how you'll make an impact: - Financial Operations & Accounting Ownership - Own full-cycle accounting across multiple client entities. - Manage general ledger activities, reconciliations, journal entries, and month-end close processes. - Oversee bill payments, approvals, audit trails, and cash management activities. - Monitor cash flow, liquidity, and banking operations. - Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct. - Client Reporting & Financial Analysis - Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports. - Perform variance analysis against budgets, forecasts, and prior performance. - Ensure reporting is accurate, reconciled, and decision-ready. - Transform financial reporting into actionable insights that support business and personal financial decisions. - Present financial information clearly to both financial and non-financial stakeholders. - Strategic Finance & Advisory - Translate financial data into meaningful recommendations and strategic insights. - Lead financial planning discussions around liquidity, spending optimization, and major financial decisions. - Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives. - Identify financial risks, inefficiencies, and opportunities proactively. - Support clients in making informed decisions through thoughtful financial analysis. - Family Office Coordination - Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders. - Support tax planning workflows by preparing financial information and documentation. - Maintain strong financial governance, controls, and documentation standards. - Monitor unusual financial activity and proactively escalate potential issues. - Help ensure seamless financial operations across multiple entities and stakeholders. - Systems & Process Improvement - Evaluate and implement improvements to financial systems and reporting workflows. - Support automation and dashboard initiatives that improve financial visibility. - Strengthen financial controls, documentation, and audit readiness. - Identify opportunities to improve operational efficiency and reporting quality. - Help build scalable financial processes that support long-term growth. Qualifications - Experience: 5–10+ years of experience in strategic finance, FP&A, family office environments, public accounting, corporate finance, or similar finance leadership roles. - Accounting Expertise: Strong foundation in full-cycle accounting, financial reporting, reconciliations, month-end close, and financial controls across multiple entities. - Strategic Finance: Demonstrated experience building financial models, scenario analyses, forecasts, and decision-support tools that influence business outcomes. - Financial Systems: Proficiency with accounting platforms such as QuickBooks, Xero, Intacct, and advanced Excel or Google Sheets. - Client Advisory: Strong ability to communicate financial information clearly and confidently with clients and senior stakeholders, translating complex financial concepts into practical recommendations. - Analytical Thinking: Excellent financial analysis, commercial judgment, and problem-solving skills with a proactive approach to identifying risks and opportunities. - Ownership & Autonomy: Ability to independently manage complex financial responsibilities while balancing execution with strategic advisory work. - Professional Qualification: CPA (or equivalent professional accounting qualification) strongly preferred. Role Specifications - This is a remote role where you'll be expected to work a split shift with meaningful overlap with our client's Pacific Time (PT) working hours. - You will also be expected to be present for in-person training programs during your first 3.5 weeks with us.

• Lead and develop the Financial Planning & Business Partnering function, including processes, frameworks, and ways of working. • Lead budgeting, forecasting, and P&L planning processes. • Consolidate and oversee regular forecasts for revenue and operational costs. • Support performance management through financial analysis, KPI tracking, and business insights. • Develop and maintain KPI frameworks to support business performance tracking. • Partner with BI teams to improve reporting, dashboards, and scalable data models. • Lead profitability analysis, ROI evaluation, and unit economics modeling across business areas, products, partners, and initiatives. • Build business cases, financial scenarios, and ROI models for new initiatives. • Translate complex financial and operational data into clear recommendations for non-financial stakeholders. • Constructively challenge assumptions, forecasts, and business plans to support informed decision-making. • Lead and develop the FP&BP team, initially including a Senior FP&A Specialist.