Role Description Lumenci is seeking a high-performing, analytically driven business professional who is ready to broaden their leadership scope and partner directly with the CEO to help scale a high-growth, private equity-backed organization. This position is preferably based in Austin, TX however New York, NY will be considered. The ideal candidate brings a strong foundation in investment banking, management consulting, corporate development, strategic finance, or business operations, combined with exceptional analytical capabilities, financial acumen, and business judgment. They are intellectually curious, highly organized, and thrive in environments that demand disciplined execution, sound decision-making, and the ability to manage multiple strategic priorities simultaneously. This role is designed for an ambitious leader who has demonstrated a consistent record of high performance, is eager to expand beyond a functional discipline, and is motivated by the opportunity to contribute across finance, operations, strategic initiatives, and executive decision-making. Success in this role requires professionalism, adaptability, and a commitment to delivering measurable business outcomes in a fast-paced, collaborative environment. Key Responsibilities - Strategic Business Operations - Partner with the CEO and executive leadership team to support the execution of strategic business initiatives. - Lead cross-functional projects that improve operational effectiveness, organizational scalability, and business performance. - Develop and enhance operational processes, governance frameworks, and management cadences that support sustainable growth. - Monitor strategic initiatives, identify execution risks, and recommend practical solutions. - Drive accountability across business functions to ensure timely execution of organizational priorities. - Strategic Finance & Business Analysis - Develop financial models, business cases, forecasts, and analytical frameworks that support executive decision-making. - Prepare executive dashboards, KPI reporting, and performance analyses that provide actionable business insights. - Analyze financial and operational data to identify trends, risks, and opportunities. - Partner with Finance and business leaders to improve planning, forecasting, and resource allocation. - Support annual planning and other strategic financial initiatives as required. - Mergers & Strategic Initiatives - Support strategic acquisition initiatives through financial modeling, valuation analysis, due diligence coordination, and executive reporting. - Coordinate cross-functional workstreams during transaction execution and integration planning. - Prepare investment analyses, presentation materials, and supporting documentation for executive leadership. - Assist in monitoring post-acquisition integration activities and performance objectives. - Executive Partnership - Prepare executive presentations, business reviews, board materials, and strategic updates. - Support executive planning by coordinating priorities across departments and leadership teams. - Conduct research and analysis to support strategic initiatives and executive decision-making. - Anticipate business challenges and proactively develop recommendations to improve organizational performance. - Operational Excellence - Identify opportunities to improve business processes and operational efficiency. - Lead continuous improvement initiatives across multiple functional areas. - Promote operational discipline through standardized processes and performance measurement. - Build productive working relationships across Finance, Sales, Product, Delivery, Technology, People Operations, and other corporate functions. Qualifications - Bachelor's degree in Business, Finance, Economics, Engineering, or a related discipline. - Approximately 5–8 years of progressive experience in investment banking, management consulting, corporate development, strategic finance, business operations, or a similarly analytical environment with increasing levels of responsibility. - Advanced Microsoft Excel proficiency, including financial modeling, scenario analysis, and executive reporting. - Demonstrated experience leading complex cross-functional initiatives. - Strong analytical, quantitative, and problem-solving capabilities. - Excellent written, verbal, and executive presentation skills. - Demonstrated ability to manage multiple priorities while maintaining exceptional attention to detail. - Proven ability to execute projects from concept through implementation. Preferred Qualifications - MBA preferred but not required. - Experience in investment banking, supporting mergers and acquisitions or corporate development initiatives. - Experience working within a private equity-backed or other high-growth organization. - Exposure to consulting, technology, AI, SaaS, or professional services environment. Key Competencies - Strong business judgment and professional maturity. - Exceptional analytical and financial acumen. - Advanced problem-solving and critical thinking capabilities. - Intellectual curiosity and the ability to synthesize complex information into actionable recommendations. - Strong organizational and project management skills. - High standards of accountability and personal ownership. - Ability to influence and collaborate effectively across all levels of the organization. - Executive presence and effective communication skills. - Sound prioritization and decision-making under competing demands. - Adaptability, resilience, and composure in a dynamic environment. - Commitment to operational excellence and continuous improvement. - Integrity, discretion, and the ability to manage confidential information with professionalism. Why This Role Matters As Lumenci continues to expand its capabilities and pursue strategic growth opportunities, the Director, Business Operations will play an important role in strengthening the organization's operational foundation and supporting executive decision-making. This position will contribute to improving business performance through disciplined execution, financial analysis, operational planning, and support for strategic initiatives, including mergers and acquisitions. Working closely with the CEO and executive leadership team, the successful candidate will help ensure that organizational priorities are executed effectively while contributing to Lumenci's long-term growth strategy.

• Leads facilitation, training, methodology development and evaluation, process reengineering across all phases • Identifying best practices, change management, business management techniques, and organizational development • Activity and data modeling, or information system development methods and practices, and supervision of business process re-engineering • Applies process improvement and reengineering methodologies and principles to conduct process modernization projects • Duties include activity and data modeling, developing modern business methods, identifying best practices, and creating and assessing performance measurements • Creates process changes by integrating new processes with existing ones and communicating these changes to impacted Business Systems teams • Recommends and facilitates quality improvement efforts • Strong verbal and written communication skills, including the ability to create frequent business presentations • Persuasion skills are critical • Ability to communicate verbally and in writing with business and technical personnel at all levels

• The Business Process Lead Consultant is responsible for aiding in or leading the development and implementation of complex consulting projects. • This position represents the business area in strategic planning activities and provides recommendations based on best practice benchmarking, data analysis and forecasting. • This role consults with clients to identify current and future business needs of large scale complex end-to-end processes. • This individual provides oversight for research, design, build, testing, deployment, analysis, administering, and maintaining environments.

• Oversee day-to-day business operations to ensure smooth and efficient processes across departments. • Identify, design, and implement process improvements to enhance efficiency, productivity, and quality throughout the organization. • Ensure business operations comply with industry regulations and company policies, maintaining high standards of quality and integrity. • Contribute to the development and execution of strategic plans that support business growth and operational excellence. • Collect, analyze, and interpret data to identify trends and insights that inform business decisions and drive operational improvements. • Lead and manage project management activities, including planning, execution, and monitoring of projects to ensure timely and successful completion. • Oversee budgeting, forecasting, and financial planning activities for the operations department. • Work closely with cross-functional teams, including finance, sales, marketing, and product development, to support business operations and align on strategic goals. • Conduct market research to stay informed about industry trends, the competitive landscape, and emerging technologies relevant to the healthtech sector. • Lead initiatives that promote continuous improvement and operational excellence within the organization. • Maintain detailed documentation of processes, procedures, and analysis to ensure transparency and knowledge sharing within the team. • Collaborate with the Talent team to actively engage in the hiring and recruitment process, including but not limited to participating in interviews. • Leverage industry networks and expertise to identify and attract top talent that aligns with the company's objectives and values. • Provide guidance and mentorship to team members within your department and across diverse functions. • Collaborate with the Talent team to actively engage in the hiring and recruitment process, including but not limited to participating in interviews. • Must be available for on-call duty during peak periods, providing support outside of regular working hours as needed to ensure the timely resolution of critical issues. • Availability to work occasional weekends and overnight hours as needed.