• Own financial strategy and planning — build and maintain the financial model, drive budgeting and forecasting, and give the founders a clear line of sight into unit economics, and growth. • Run the finance operation — accounting, month-end close, cash management, AP/AR, payroll, and audit readiness. You set up the systems and, early on, often run them yourself. • Be the numbers partner to the founders — turn ambiguous questions into rigorous analysis, pressure-test decisions, and help set priorities. • Lead fundraising and investor relations — support capital raises, manage the data room, and own board and investor reporting. • Own compliance, tax, and risk — keep us clean and audit-ready as a company operating in the financial services space. • Build for scale — stand up the tools, controls, and (eventually) the team that let finance keep pace with the business.

• Raising and processing customer invoices via Salesforce. • Supporting the credit control process, including chasing outstanding debt and building positive customer relationships. • Responding to customer queries relating to invoices, payments and account balances. • Investigating and resolving payment queries. • Completing customer onboarding and supplier/customer account forms and other administrative documentation. • Maintaining accurate customer account records. • Assisting with general Accounts Receivable administration and process improvements. • Providing occasional support to the Accounts Payable function and the wider finance team when required.

• Reconcile policy level premium, commissions, open receivables and other policy details between Arch’s systems and the MGA’s systems • Prepare exhibits summarizing the various reconciling differences with explanations • Maintain policy level detail which reflect the summarized differences • Track and age differences • Work with program accountant, Arch underwriter, Arch IT and MGA to resolve open differences

• Drive the process of clinical study budget negotiations with the clinical study sites (e.g., hospitals) for multiple clinical studies. • Prepare and negotiate site clinical trial budgets and budget amendments. • Act as a key liaison between the Clinical Research and Legal Departments. Submit contract requests for clinical studies and investigator-sponsored studies and follow through with internal and external stakeholders to completion. • Provide periodic updates to management regarding site start-up progress related to their strategic impact. Communicate potential or actual delays and propose actions to ensure that project timelines are met. • Communicates regular updates to clinical project manager and other study staff. • Proactively identifies potential issues that may arise with budget and contract negotiations • Partner closely with Legal team to manage timelines and expectations for new and changing clinical studies on a regular basis. • Adhere to the Company’s Quality Management System (QMS) as well as domestic and global quality system regulations, standards, and procedures. • Understand relevant security, privacy and compliance principles and adheres to the regulations, standards, and procedures that are applicable to the Company. • Ensure other members of the department follow the QMS, regulations, standards, and procedures. • Perform other work-related duties as assigned.