Withum

Financial Planning and Analysis

• Leading healthcare finance and accounting advisory engagements from assessment through implementation.
• Serving as a trusted advisor to healthcare executives, delivering actionable insights to drive performance, profitability, and growth.
• Assessing current-state finance processes, controls, and systems to identify gaps and improvement opportunities.
• Designing and implementing future-state finance functions aligned with leading practices (e.g., close optimization, standardization, system integration).
• Addressing client challenges across financial close, revenue recognition, FP&A, treasury, and finance operations.
• Performing financial and operational analyses, including benchmarking, forecasting, and economic assessments.
• Evaluating financial models, assumptions, and strategic initiatives to support effective decision-making.
• Delivering high-quality client service by proactively managing issues, timelines, and engagement outcomes.
• Supporting engagements including financial planning, feasibility studies, due diligence, and strategic assessments.
• Building and maintaining strong client relationships that drive repeat business and growth opportunities.
• Leading, mentoring, and developing consulting teams through coaching, feedback, and performance management.
• Contributing to practice growth and staying current on healthcare trends, regulatory requirements, and accounting standards.

Senior Manager, Healthcare Advisory, Financial Services

• Craft and communicate a vision for a portfolio of Tax products and services, with clear articulation of how individual products come together to deliver a seamless experience for clients, firm professionals, and partners
• Enable the product portfolio to operate as a cohesive experience, so clients and users do not encounter internal organizational boundaries, handoffs, or underlying process complexity
• Partner with the Innovation and the Product engineering team on prototyping and MVP development, providing subject matter expertise and ensuring solutions meet Tax practice requirements
• Collaborate and drive change management and adoption of new products and oversee the allocation of product investments to ensure optimal resource distribution and ROI
• Build products strategic roadmap, clearly mapped to business outcomes, value creation, and regulatory priorities
• Continuously assess the performance, cost, and value of products and features across the portfolio, identifying where cost exceeds value and defining clear recommendations and next steps
• Model adaptability by continuously evolving the product portfolio in response to industry trends, regulatory change, emerging solutions, new insights, and shifting client and business needs
• Ensure product teams consistently apply design thinking, systems thinking, and agile best practices throughout the full product lifecycle
• Define and monitor product‑level KPIs, using data and insights to coach teams to adjust, refine, or pivot products as performance dictates
• Partner proactively with Technology counterparts to define and evolve end‑state architecture that enables the product portfolio and ensures solutions are secure, resilient, performant, and scalable
• Nurture, develop, and coach team by setting clear expectations, identifying growth opportunities, and driving measurable development and performance outcomes

Manager, Product Management – Tax Technology

Analyst

• Perform audits and quality assurance processes related to claims processing.
• Prepare working papers, which record and summarize data in accordance with professional standards.
• Organize and maintain audit support files, workpapers, and other relevant documentation.
• Analyze healthcare claims data to identify patterns and anomalies.
• Prepare detailed reports and dashboards for internal and client use.
• Collaborate with cross-functional teams to implement data-driven solutions.
• Ensure compliance with healthcare regulations and data privacy standards.
• Works as an active team member during scheduled engagements and works collaboratively to achieve the goals of the team.
• Provides feedback to the team lead on any issues identified during research or claims review.
• Minimal travel may be required based on client needs.

Senior Manager, Healthcare Advisory, Financial Services

Manager, Product Management – Tax Technology

Health Care Claims Analyst