Financial Planning and Analysis

• Support planning and execution of Enterprise Fraud Organization initiatives, contracts, and workforce strategy
• Partner with Finance to manage the operational budget, including tracking, forecasting, reconciliation, and year‑over‑year planning
• Ensure projects are properly funded, monitored, and aligned with approved financial plans, roadmaps, and governance requirements
• Partner with Enterprise Fraud Organization leaders, human resource partners, and technology partners
• Create and maintain Jira tickets to support initiatives, contracts, and approvals
• Track workforce headcount and report variances against approved plans
• Develop executive‑level presentations and materials for senior leaders across the Enterprise Fraud Organization

Business Experience & Planning Specialist – IT Financial Analyst

• Provides timely and accurate metrics on schedule and cost performance utilizing Earned Value or related processes
• Supports all baseline development activities and development of charge numbers and WBS as applicable
• Provides updates/changes as required, for programs with and without Earned Value requirements, in applicable tools (ERP or Cobra)
• Provides analysis and reports on the performance variances to budget and assist with recovery plans as needed
• Analyzes and reports risks & Opportunities to the baseline cost, schedule, and the EAC
• Ensures timely maintenance of the Project-Activity Structure (Charge Numbers)
• Provides timely completion of the Estimate at Complete (EAC) process, processing time-phased estimate to complete updates, and EAC package support for Program Financial Planning and Reporting
• Develops and Monitors the program level time-phased plan to support an overall program level view of revenue for forecast, budget, and 5-year planning processes
• Provides the financial data inputs, analysis, and applicable variance narrative for Program Management Reviews (PMRs) and Quarterly Business -Reviews (QBRs)
• Provides timely invoicing and collection of customer receivables
• Reviews and communicates the status of program financials, including the status on funding, and disposition of funding that is subject to cancellation
• Performs other duties as assigned

Program Finance Analyst 2

• Directs the reporting, analysis and interpretation of financial and operational data for senior management, including cost analysis, ROI, and line-of-business profitability analysis
• Refines operating metrics and KPIs and develops reporting infrastructure and cadence that drive actionable insights; communicates key findings to senior business leaders
• Develops and manages financial planning strategies, controls, comparisons, and recommendations supporting both short-term and long-term business objectives
• Leads the budgeting and forecasting process, coordinating with key stakeholders to ensure accuracy and alignment with business goals
• Supports high-level financial analysis for potential investments, product launches, mergers and acquisitions, and other strategic business opportunities

Associate Director, Finance

• Develops indirect and commercial business through new vehicle franchised dealers via coaching/leading a team of Retail and Commercial Relationship Managers
• Responsibilities include effective leadership, team building, collaboration with commercial / indirect underwriting teams, analysis, planning, marketing, budget management, compliance, risk management, and customer service
• Makes decisions and acts in accordance with established policies and procedures; follows all relevant consumer & commercial compliance laws, regulations, and the results of any audit or regulatory examinations
• Cross sells other bank products

Regional Manager – Vehicle Finance

• Develop and implement financial strategies that support the organization’s mission and goals
• Oversee all accounts, ledgers, and reporting systems
• Coordinate audit activities and develop cash flow projection processes
• Ensure compliance with all relevant laws and regulations
• Prepare and present financial reports to the Board of Directors

Chief Financial Officer

• Own and lead the end-to-end accounting function: close, GL, reconciliations, technical accounting, and GAAP financial reporting.
• Lead and scale the accounting team (currently: Controller, Accounting Manager, and two Staff Accountants).
• Drive a fast, repeatable, and audit-ready monthly close process with strong documentation and controls.
• Own Tapcheck’s relationship with our Big Four auditor, including audit planning, deliverables, and execution.
• Build the finance foundation for future SOX readiness and SOC 1 efforts.
• Own FP&A including budgeting, forecasting, long-range planning, KPI reporting, and executive financial packages.
• Own treasury operations including liquidity planning, cash forecasting, and banking relationships.
• Own debt / capital markets activities including lender reporting, covenant compliance, and capital strategy.
• Own tax strategy and compliance, managing external partners and ensuring proactive, accurate execution.
• Improve finance systems, workflows, and automation to support scale (Workday experience strongly preferred).
• Partner cross-functionally to ensure financial rigor, operational alignment, and high-quality reporting.
• Establish the governance, reporting, and operational discipline required for IPO readiness (even if not immediate).

VP, Finance – Accounting

• Establish and oversee Student Financial Services protocols within the university
• Ensure the expeditious processing of student funding for UA Grantham students in a legally compliant and ethical manner
• Ensure accuracy and integrity of the student accounts receivable portfolio
• Monitor & maintain electronic data entry, retrieval & reconciliations
• Define team priorities, deliverables, timelines, and performance standards
• Ensure direct reports have well-defined responsibilities, documented procedures, and required resources
• Manage performance using metrics, clear expectations, and standardized policy application
• Provide training, tools, and clear processes while monitoring progress and adjusting resources as needed
• Oversee the administration of all student funding programs, including compliance audits/reviews
• Ensure compliance with federal, state, and accrediting agency regulations, as well as institutional policies pertaining to student enrollment, Federal Student Aid, Veterans Administration and Department of Defense eligibility
• Coordinate with the Controller to ensure proper disbursements and reconciliation of funds to students
• Collaborate effectively with other members of the university
• Maintain relationships and interact with outside agencies
• Continuously update skills and knowledge through required training
• Seek feedback and opportunities for growth to enhance expertise and effectiveness

Associate Vice Chancellor – Student Financial Services

• Serve as a senior legal advisor to a registered investment adviser that sub‑advises private credit funds, including funds registered under the Investment Company Act of 1940
• Provide primary legal support on matters arising under the Investment Advisers Act of 1940, including governance, disclosures, conflicts of interest, regulatory filings, examinations, and ongoing compliance matters
• Advise on ’40 Act issues applicable to private credit fund structures, including regulatory status, exemptions, board and compliance matters, and interactions with fund counsel
• Assist in the drafting, review, and updating of advisory agreements, engagement letters, offering materials, and required regulatory filings (including Form ADV and related disclosures)
• Partner closely with compliance, risk management, and senior business leadership to develop and maintain policies, procedures, and practices designed to ensure compliance with the Advisers Act and the Investment Company Act
• Represent PNC in interactions with regulators, external counsel, and counsel to counterparties
• Exercise sound, independent judgment while managing matters autonomously with minimal supervision
• May assist in supporting PNC’s capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs

Senior Counsel – Investment Advisor

• Develop and maintain indirect consumer lending business.
• Train staff on products and services.
• Plan and market lending products.
• Monitor compliance and risk.
• Manage customer service, underwriting, and collection.
• Serve as senior lender in the group.
• Cross-sell bank products.
• Utilize knowledge of local competition.
• Establish procedures to monitor credit risk as per bank guidelines.
• Develop strategies to meet loan growth, deposit growth, and fee income goals.
• Ensure relationships and transactions align with the bank’s risk profile.
• Evaluate loan requests for dealer principals and partners.
• Analyze each applicant’s financial condition, cash flow, and credit history.
• Mentor and onboard new team members.
• Communicate key messages to customers, including meeting or exceeding sales goals.
• Perform other duties as assigned.

• Perform investment accounting activities supporting month-end close
• Maintain accuracy and integrity of investment data within Protective’s accounting systems and reporting tools
• Support GAAP and Statutory financial reporting
• Partner with accounting, investment operations, and asset management teams
• Assist with onboarding new investment assets
• Support implementation of new accounting standards
• Identify opportunities for process improvements and automation
• Participate in system testing, enhancements, and special projects

Investment Accounting Analyst – Insurance, Investments

• Build and own updates to financial models for revenue, expenses, cash flow, headcount, and SaaS metrics
• Maintain and refine rolling forecasts and detailed budgeting templates
• Track and model SaaS performance indicators: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.
• Construct monthly, and quarterly financial reports and metrics and analyze variances
• Dive into ad-hoc analytics requests, extracting insights and translating them into explanations and recommendations
• Support financial diligence, valuation modeling, and scenario analysis for potential M&A opportunities
• Assist with integration modeling and post-acquisition performance tracking as needed
• Partner with Sales, Marketing, and Customer Success to understand drivers of performance and model impacts at a granular level
• Participate in and reviews aspects of the month end close process
• Lead Sales commission variable compensation calculation and financial administration
• Ensure financial data integrity and alignment between actuals and models
• Prepare and deliver regular financial reporting to the VP of Finance & Accounting, COO, CEO, and Board of Directors
• Clearly articulate model assumptions, limitations, and insights to non-finance stakeholders

FP&A Manager

• Provide the financial leadership to our business decision making
• Ensure accurate and timely financial reporting
• Analyze data and provide management with assessments of key projects
• Support continuous improvement activities to achieve world-class financial reporting standards
• Oversight of the Foodservice Carton & Specialty Region’s financial personnel and processes
• Analytical support for all activities and processes of Plant Leadership teams

Foodservice Finance Manager

• Act as a trusted advisor to senior management and challenge the business with forward thinking approaches to accelerate growth, enhance operational efficiency, and increase profitability including:
• ROI analysis
• Investment prioritization
• Scenario planning/modeling
• Operational analysis
• Developing and refining meaningful management reporting
• Preparing business recommendations based on financial analysis
• Assist in development of regular financial forecasts that incorporate current business trends and strategies
• Driving continuous improvement in report and analysis automation
• Taking initiative and working independently to conduct special studies to analyze complex financial data
• Completing internal process review, documenting internal processes and providing recommendations for improved productivity and/or cost savings.

Financial Analyst, FP&A

• support baseline program execution activities including monthly internal earned value management (EVMS)
• quarterly estimate at completions (EACs) for several programs
• weekly financial reporting
• staffing analysis
• CDRL deliveries (CFSR, CDSR)
• ad hoc FP&A support
• interface with all levels of management as well as work in a matrix environment (Director, PMs, SCM, Ops, Engineering, Finance, etc)
• look at ways to improve current processes/cadences or set new ones
• be a strategic partner to the program leadership team
• influence at all levels of the organization

Principal Program Financial Analyst

• Manages and oversees preparation of timely, transparent, and succinct financial reports to enable informed decision-making by stakeholders
• Works to create a high performing inclusive team
• Generally manages a larger team supporting one or more business sub-segments or functional units, or manages a complex business sub-segment or functional unit
• Manages annual budget cycle and continuous monthly forecasting
• Manages development of long term strategic plans
• Reviews and interprets key financial forecasts and metric-driven performance dashboards to inform strategic business insights
• Structures and manages on-demand analysis and reports to address specific business needs
• Works closely with Accounting Policy on new accounting standard adoptions affecting their business
• Performs technical financial research and documentation on issues affecting their business
• Structures and monitors the preparation of reports and analysis in response to requests and requirements of audit, regulatory, and investors
• Communicate directly with external constituents.
• Promptly identifies and addresses control matters; maintains sound control processes
• May also contribute to risk review and challenge for assigned business

Senior Finance Manager

• Partner closely with Finance leadership to shape, prioritize, and drive execution of high-impact strategic initiatives.
• Bring deep finance and actuarial domain expertise and plays a hands-on role in problem diagnosis, solution design, and decision-making.
• Operate across strategy formulation through execution, ensuring initiatives deliver measurable business outcomes while balancing value, risk, and operational feasibility.
• Typical initiatives include finance and actuarial data transformation, reporting modernization, regulatory enhancements, system migrations, and cross-functional process redesign.

Lead Financial Strategy Associate

• Monitor caregiver pay-to-bill ratios and identify margin leakage
• Maintain a rolling 6-12 month cash forecast
• Present financial clarity in weekly Level 10 meetings
• Oversee budget-to-actual variance
• Elevate financial literacy of leadership team

Strategic Financial Lead – Fractional or Retired CFO

• Helping our top Industry-leading clients with their SAP Digital Transformation journeys with your deep experience in SAP and the Oil and Gas Industry.
• Advise and Implement SAP FICO Transformation projects.
• Collaborate with global teams and partners on a cross-functional basis to develop and deliver solutions.
• Innovate, Design, Build, and Optimize solutions to help clients build intelligent enterprises.

SAP Finance Lead

• Lead a municipal advisory and financial management practice serving rural communities and public entities
• Oversee a portfolio representing more than $7 million in revenue
• Provide strategic leadership and technical expertise in areas such as audit readiness, budgeting, financial planning, internal controls, and outsourced finance support
• Strengthen community fiscal sustainability and compliance
• Guide project teams and support the growth and scalability of the organization’s financial services practice
• Manage a $1M portfolio of fee-for-service contracts, ensuring high-quality client service, compliance, client satisfaction, and financial performance
• Support growth of the financial services practice through business development, client engagement, proposal development, pricing, and service expansion
• Provide technical financial assistance including audit preparation, financial statement support, general ledger review, reconciliations, and corrective action planning
• Advise clients on grant compliance, financial management best practices, internal controls, accounting system improvements, and regulatory reporting requirements
• Provide functional leadership and collaborate with cross-functional teams to deliver financial advisory services, support strategic initiatives, and advance organizational goals.

Director, Community Financial Services

• Manage, develop, and motivate a geographically diverse team to execute financial analysis processes to inform business decisions while meeting operational goals
• Build relationships with stakeholders
• Drive process improvements
• Provide oversight and coaching on technical approaches
• Ensure effective communication and collaboration within the finance team and with business partners
• Perform and analyze Estimates at Completion, budget baselining development, financial forecasting and risk management analysis
• Develop and execute project and process plans, implements policies and procedures and sets operational goals
• Acquire resources for projects and lead process improvements

See all jobs on JobTailor

Business Experience & Planning Specialist – IT Financial Analyst

Program Finance Analyst 2

Associate Director, Finance

Regional Manager – Vehicle Finance

Chief Financial Officer

VP, Finance – Accounting

Associate Vice Chancellor – Student Financial Services

Senior Counsel – Investment Advisor

Regional Manager – Vehicle Finance

Investment Accounting Analyst – Insurance, Investments

FP&A Manager

Foodservice Finance Manager

Financial Analyst, FP&A

Principal Program Financial Analyst

Senior Finance Manager

Lead Financial Strategy Associate

Strategic Financial Lead – Fractional or Retired CFO

SAP Finance Lead

Director, Community Financial Services

Financial Analyst Manager