Department: 13386 Enterprise Corporate - Managed Health Finance Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Role is a remote work position. Pay Range $41.10 - $61.65 Major Responsibilities: - Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals. - Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis. - Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities. - Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements. - Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances. - Mentor accounting staff, provide financial systems training, and support professional development within the finance team. - Develop presentations in PowerPoint to present complex financial information and recommendations to senior leadership; collaborate cross-functionally with internal departments and external stakeholders. - Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization. - Create insurance agreement overview documents to summarize Value Based Contracts. - Review value-based care payments to ensure they are paid in accordance to contractual requirements and reconcile to cash and accrual transaction - Create insurance agreement overview documents to summarize Value Based Contracts. - Review value-based care payments to ensure they are paid in accordance to contractual requirements and reconcile to cash and accrual transactions Minimum Job Requirements Education Bachelor’s degree in finance, Accounting, Business, or related field. Certification / Registration / License N/A Experience Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience. Knowledge / Skills / Abilities - Advanced analytical, problem-solving, and organizational skills - Strong communication and presentation abilities - Proficiency in Microsoft Office including advanced experience with Excel and PowerPoint - Ability to work independently and as part of a team in a fast-paced environment - Detail-oriented, able to manage multiple priorities, and meet deadlines Physical Requirements and Working Conditions Office-based, with occasional travel Ability to handle confidential information and work under pressure Preferred Job Requirements Education Master’s/CPA preferred Certification / Registration / License CPA, CMA, or CFP preferred Experience Healthcare experience preferred including previous experience with Managed Care and Value Based Arrangements This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including: Compensation - Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training - Premium pay such as shift, on call, and more based on a teammate's job - Incentive pay for select positions - Opportunity for annual increases based on performance Benefits and more - Paid Time Off programs - Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability - Flexible Spending Accounts for eligible health care and dependent care expenses - Family benefits such as adoption assistance and paid parental leave - Defined contribution retirement plans with employer match and other financial wellness programs - Educational Assistance Program About Advocate Health Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

US Salary Range: $148,000 - $180,000 About Us Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com. About the Role The Director, FP&A leads the Corporate Social Responsibility business unit’s financial planning, forecasting, and management reporting processes in support of Bonterra’s strategic and operational objectives. This role is responsible for designing and administering scalable, repeatable budgeting and forecasting cycles, delivering actionable financial insights, and enabling data-driven decision-making across the organization. This role functions as a finance business partner to the GM and functional leaders of the business unit. Operating in an AI-first environment, the Director leverages advanced analytics, automation tools, and AI-enabled forecasting and reporting solutions to enhance accuracy, efficiency, and business insight. The role partners closely with senior leadership to translate financial and operational performance into forward-looking recommendations that drive accountability, growth, and disciplined resource allocation in a SaaS operating model. Essential Functions - Lead the annual operating plan process and quarterly reforecast cycles by establishing timelines, coordinating cross-functional inputs, consolidating financial models, and presenting results to executive leadership and the Board. - Develop and maintain monthly and quarterly financial projections, including revenue, expense, cash flow, and headcount forecasts, to support timely and accurate decision-making. - Administer enterprise financial reporting processes by preparing management dashboards, variance analyses, KPI reporting, and Board-ready materials on a monthly and quarterly basis. - Analyze financial and operational data to identify trends, performance gaps, and root causes, and present findings with clear recommendations to functional leaders. - Design, document, and continuously improve scalable FP&A processes, systems, and controls to support a growing SaaS organization. - Partner with Sales and Sales Operations to analyze bookings performance, pipeline trends, revenue forecasts, and sales productivity metrics to inform strategic planning and compensation alignment. - Support internal and external financial reporting requirements by coordinating with Accounting to ensure alignment between forecasts, actuals, and US GAAP reporting. - Develop and maintain financial models to evaluate strategic initiatives, including pricing changes, cost optimization, and investment scenarios. - Support mergers and acquisitions activities by conducting financial modeling, scenario analysis, due diligence support, and post-acquisition integration of financial and operational metrics. - Provide ad hoc analysis to executive leadership to evaluate risks, opportunities, and resource allocation decisions. - Lead, develop, and manage FP&A team members by setting performance expectations, reviewing work product, and ensuring high standards of analytical rigor and accuracy. - Present financial results and forward-looking projections to executive stakeholders, explaining key drivers, risks, and recommended actions. Knowledge, Skills & Abilities: LEADERSHIP & NAVIGATION EXPECTATIONS - Provides people leadership, sets clear performance expectations, allocates work, and develops team capability while aligning FP&A priorities with company strategy and executive direction. KEY BEHAVIORS – THE “HOW” - Demonstrates structured problem-solving, sound judgment, and analytical rigor; communicates complex financial concepts clearly to non-financial stakeholders; maintains high standards of accuracy and accountability under deadline-driven conditions. OUTCOME EXPECTATIONS – THE “IMPACT” - Delivers accurate, timely, and insight-driven financial plans and forecasts that improve executive decision-making, enhance operational discipline, and support achievement of revenue and profitability targets. Required Minimum Qualifications - Demonstrated experience in corporate FP&A or related financial planning roles within a SaaS or recurring revenue environment. Experience leading or managing finance professionals, including setting goals, reviewing work, and developing team members. - Strong proficiency in financial modeling, forecasting, and variance analysis, including advanced Excel skills and executive-ready presentation development. - Solid understanding of financial statement analysis, corporate finance principles, and US GAAP fundamentals. - Experience preparing management and Board-level reporting packages. - Ability to manage multiple deadlines, maintain attention to detail, and ensure data accuracy in a fast-paced environment. - Strong written and verbal communication skills with the ability to translate financial results into business insights. Preferred Qualifications - 8+ years of progressive FP&A experience - Experience supporting Sales and Go-To-Market organizations with bookings and revenue analytics. - Experience supporting M&A transactions, including financial modeling and post-acquisition integration. - Familiarity with SaaS metrics such as ARR, MRR, churn, CAC, LTV, and revenue recognition principles. - Experience with enterprise planning systems (e.g., Adaptive, Anaplan, or similar) and BI/reporting tools. - CPA, CFA, MBA, or similar advanced credential. At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization. ____________________________________________________________________________________ Our Culture At Bonterra, we’re innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. At Bonterra, we foster an inclusive, equitable culture where every team member belongs and contributes to meaningful impact. Read more about our values and culture here. Compensation & Benefits We offer a comprehensive benefits package that supports your health, well-being and growth - explore full details here. Compensation and benefits for this role apply to full-time employees in the United States and may vary based on local standards, laws and norms. Pay is determined by location, skills, experience, and education, and is one part of Bonterra’s total rewards package, which may also include bonuses, incentives, equity, and a comprehensive benefits program. ____________________________________________________________________________________ Equal Opportunity & Accommodations At Bonterra, we are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide equal employment opportunities without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other characteristic protected by law. If you require a reasonable accommodation during the application process, please submit a request.

• Monitorear y analizar KPIs financieros para proporcionar visibilidad del rendimiento empresarial. • Coordinar y elaborar el Presupuesto y Pronóstico para la entidad legal / cargar en SAC. • Preparar informes de estado mensuales. • Hacer presentaciones que muestren la evolución financiera de la empresa / BU's. • Preparación de estado de flujos de efectivo por entidad legal. • Análisis de variaciones vs Presupuesto (análisis detallado y búsqueda de explicaciones con miembros del equipo) • Análisis de márgenes (Análisis financiero / de rentabilidad)

Altai Systems delivers association-specific CRM software built on top of Microsoft Dynamics 365 CRM using the Power Apps suite of tools. We have an exciting opportunity available for an experienced Consultant to join our Professional Services Team. The Microsoft Dynamics 365 CRM Consultant takes the lead on identifying and documenting the solution set necessary to help our clients meet and exceed their business objectives. This is the ideal role for a detail-oriented, in-the-weeds, solution finder with a passion for client success. Job Responsibilities: - Client Research - Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution. - Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process. - Discovery - Lead the client through a thorough requirements analysis process to understand business needs, goals, and objectives. - Work with clients to develop new best practice business processes that fit our software. - Work with Business Analyst to document requirements and create corresponding Jira tickets of representing all client needs. - Create a gap analysis to highlight the gaps between our base offering and the client’s requirements. - Collaborate with Project Managers to present solutions for gaps. - Collaborate in internal solutions review meeting with project team and developers to ensure solutioning is an out-of-the-box first approach. - Documentation - Create business process specs that start with the end-user experience on the web and extend to the back-office processes in the CRM. - Create user stories, use cases, and test criteria for agreed upon requirements (base and custom). - Collaborate with Project Manager and Development Manager to convey any custom requirements. - Provide custom documentation to clients for unique business solutions. - Collaborate with Altai’s Director of Professional Services to improve Altai’s best practices. - Implementation - Configure our Power Apps Dynamics 365-based solution. - Configure the Altai Web Portal components of our solution. - Leverage Power Automate to configure and implement business logic. - Perform thorough testing within client environments; collaborate with internal testing team to direct additional testing. - Respond promptly and professionally to all client requests. - Show initiative and accountability in driving project success. - Training - Provide training to clients on product set-up and usage. - Mentoring - Provide mentoring and guidance to newer Consultants. - Task Tracking - Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes. - Maintain accountability for personal billability goals (75%/week). - Ensure all documented processes and procedures are followed. This is a fully remote position, however staff must be available for occasional travel to visit a client site upon request (this is typically no more than 2-3 times per year for 1-3 days at a time). All staff must be available to work during the hours of 8am – 6pm ET and be available on camera for client-facing meetings. Skills Required: - 3+ years of experience designing and configuring business solutions within the Microsoft Dynamics 365 CRM platform. - 3+ years conducting thorough discovery and gap analysis engagements. - 3+ years creating detailed business documentation to support planned CRM implementations. - Power Platform development experience including Power Apps (Canvas and Model-Driven), Dataverse, Power BI, Power Automate, and Common Data Service administration. - Passion for excellence in user experience. - Creative and analytical thinking. - Excellent oral and written communication skills. - Ability to manage multiple competing priorities and complex tasks simultaneously. - Ability to translate highly-technical concepts into plain language for non-technical stakeholders. - Microsoft certifications are desirable. - Experience within the association industry is desirable. Our teams at Altai are supporting some of the most well-respected, influential, non-profit organizations around the globe. As a provider of CRM solutions for associations, we have the ability to impact and support those on the frontlines of medical innovations, transportation safety, standards advancements, and more. We value infectious energy, positivity, and an unwavering commitment to quality. Our teams work remotely from their home offices and enjoy great pay, competitive benefits, and flexible work schedules. Interested in learning more about Altai – please visit us at www.altaisystems.com.