• Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans • Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead • Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing • Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset • Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP • Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them • Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit • Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements • Build pro formas for new locations, new service lines, and provider compensation structures