Financial Planning and Analysis

• Assess a finance organization’s vision and strategy, operating model, organization design, processes and technology
• Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology
• Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals
• Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.)
• Drive working capital improvements and greater transparency into cash flow reporting and forecasting
• Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations

Director, FP&A, Modeling & Analytics

Senior Financial Planning and Analysis Manager

Vice President, Investments Underwriting

Finance Analyst III – Healthcare

Financial Lines Intern – Summer 2026

Staff UX/UI Designer – Technology Consulting