Own financial performance for a portfolio of clinics: forecasting, monthly reporting, owner payments, gross-margin/COGS optimization, and business partnering. Build AI-powered automations and models, drive actionable improvement plans, reconcile payments, and work closely with practice owners and success managers to deliver measurable P&L outcomes.

Partner with the CEO to own company metrics, operating cadence, and strategic initiative portfolio. Run board/investor materials and key workstreams, remove CEO bottlenecks, coordinate cross-functional launches (multi-state, compliance, vendor migrations), and occasionally lead functions until they have permanent leaders.