• Prepare the annual budget, periodic re-forecasts, and rolling 13-week cash flow forecast across all business units • Build and maintain dynamic three-statement models supporting scenario analysis • Lead monthly close analysis with variance reporting, clear driver narratives, and recommended corrective actions • Assist with preparation of board presentations, investor materials, and executive dashboards • Own CFI’s SaaS KPI framework: ARR, GRR, NRR, CAC, LTV, LTV:CAC, payback period, magic number and rule of 40 • Build cohort analysis models to track retention curves, expansion revenue, and unit economics across segments • Partner with Data/BI teams to create self-serve dashboards that democratize access to key metrics • Serve as finance partner to Marketing and Go-to-Market, building ROI models for paid acquisition, content, SEO, and lifecycle campaigns • Analyze full-funnel performance (traffic → leads → trials → conversions → revenue) with channel attribution • Track and forecast CAC by channel and cohort; provide actionable recommendations on spend allocation and efficiency • Lead evaluation and implementation of FP&A planning tools • Drive integration between ERP, CRM, billing systems, and FP&A platforms to create a single source of financial truth • Champion automation of recurring reporting and data consolidation to free the team for strategic work • Create individualized career development plans with clear milestones, stretch assignments, and regular coaching • Foster a culture of intellectual curiosity and business partnership—strategic advisors, not report generators • Communicate SLT decisions and initiatives top-down to help the team better align personal and team goals with company directions • Act as a proactive business partner to department heads, bringing financial perspective to operational decisions • Translate complex financial data into clear, actionable narratives for non-finance audiences • Support ad-hoc analysis as requested by the VP Finance & Accounting and SLT

• Uses specialized knowledge to support key areas of the organization related to an area of expertise • Researches, collects & analyzes information • Identifies opportunities, develops solutions, & leads through resolution • Collaborates on performance improvement activities as indicated by outcomes in program efficiency & patient experience

• Support the corporate finance team in various financial analysis and modeling tasks • Create financial models, capture historical trends and present financial data metrics • Collaborate with the broader finance team and other departments • Conduct financial analysis and provide recommendations to management • Monitor and analyze financial data to identify trends and variances • Prepare financial reports, presentations, and other ad-hoc analyses • Identify opportunities to improve and streamline financial processes

• Provide financial consultation and pricing support to help CVS Caremark win and retain business. • Work directly with the client and the sales team to provide insight into a client’s pharmaceutical data. • Analyze client’s business problems and formulate data-driven solutions. • Present findings and recommendations to the client or Sr. Leadership. • Develop and/or maintain expert knowledge of the healthcare marketplace and CVS Caremark programs.