• Develop financial models which are understandable, insightful and adaptable. • Create and present financial strategy recommendations to the CEO. • Prepare and present the finance section of client Board meetings. For some clients, fallback is to attend Board meetings and answer finance-related questions. • Be an integral part of client fundraising processes – help size round, model cap table scenarios/dilution, assist with pitch deck preparation, make investor introductions, participate in investor pitches. • Lead PC/MSO finance operations and reporting: run close, budgeting/forecasting, KPI dashboards, and board/investor updates across entities. • Manage structure economics and compliance: oversee MSO service agreement, intercompany billing/allocations/settlements, provider comp, and practice unit economics to align PC compliance with MSO profitability. • Drive performance and scalability: improve revenue cycle and cash planning, tighten vendor/shared-services spend, strengthen controls/audit readiness, and support growth initiatives (de novos, M&A). • Have happy clients as demonstrated by periodic CEO feedback and strong NPS scores. • Identify cross-sell opportunities for Burkland bookkeeping, tax and HR services, make introductions and referrals. • Overhead tasks (timesheets, invoice approvals, client reporting updates) done on time, accurately, without reminding. • Lead or help organize 1 CFO knowledge share presentation per year. • Author at least 3 short-form blog posts or content submissions per year.