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

• key impact on the branch atmosphere as the official face of Fidelity
• inspire client dedication and engagement to develop long-lasting relationships
• rewarding interactions with clients as subject matter specialist
• partner and contribute to branch success by identifying opportunities
• technology champion for the branch, an early adopter of technology

Financial Services Representative

• The Finance Career Foundation Program (FCFP) is a two-year rotational program designed to accelerate the development of finance professionals.
• New participants will join the FCFP each July at Boeing sites in Washington, Missouri, or Arizona.
• Participants will physically relocate twice (in six-month increments) through company-sponsored relocation and dive deeper into finance at various Boeing U.S. sites.
• Through four six-month rotations, participants will learn about Boeing’s business as they gain valuable experiences and expand their networks.
• Participants will also engage in training through five in-person development weeks at different Boeing sites, be assigned Finance leaders for mentorship, and learn directly from industry experts.
• Upon program completion, participants will be placed into Finance roles that align with their career aspirations and location preferences.

Finance Career Foundation Program

• Communicating directly with our clients by phone and email for up to 85 percent of your day
• Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
• Educate clients on the use of technology to monitor, maintain, and service their operational needs
• Complete operational tasks including data input

Financial Service Professional – Masters

• 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

• Lead and mentor teams responsible for reporting modernization and AI/ML-enabled process transformation
• Set strategic direction and execution standards for reporting, analytics, and automation initiatives
• Develop and implement transformation strategies aligned with enterprise goals and business priorities
• Ensure teams are appropriately skilled, trained, and enabled to deliver modern reporting and AI/ML solutions
• Drive standardization, simplification, and automation of reporting processes across functions
• Establish scalable reporting and analytics frameworks that improve transparency, speed, and decision quality
• Partner with Finance and business stakeholders to define KPI frameworks and performance measurement models
• Identify and deliver AI/ML use cases that improve efficiency, accuracy, and insight generation
• Oversee multiple transformation initiatives and workstreams, balancing priorities and dependencies
• Communicate progress, insights, and value delivered through reporting and AI/ML initiatives

Lead Director – Finance Reporting, AI/ML Transformation

• Lead financial planning across proposals, production execution, forecasting, and investment activities for the Stinger portfolio
• Develop and manage BOEs, pricing, risks/opportunities, cash flow models, margin analyses, and all proposal-related financial deliverables
• Oversee New Business Investment (NBI), capital planning, and long-range strategic investment alignment
• Direct a program controls team overseeing EACs, cost/schedule performance, internal reporting, and CDRL delivery
• Perform production financial oversight including material assessments, PRISM/SAP demand loading, and inventory Acquisition Requests (ARs)
• Provide timely and comprehensive quantitative analyses to support program, portfolio, and business decision-making
• Drive process improvements and standardization across proposal, forecasting, and execution workflows
• Partner with cross-functional stakeholders and support leadership/customer briefings

Proposal & Production Finance Lead – M5

• Manage the department with respect to workflow, production, and quality standards
• Review and participate in budget and financial forecast processes
• Review and analyze reports, records, and directives
• Evaluate and update policies and procedures of the department to improve quality
• Prepare and analyze reports on departmental and organizational activities
• Develop and maintain financial models to support forecasting, workforce capacity planning
• Partner with operational leaders to translate business demand forecasts into staffing and financial plans aligned with organizational objectives
• Analyze workforce, operational, and financial performance metrics to identify trends, risks, and opportunities for improvement
• Prepare and present financial analyses, forecast updates, and variance explanations

Manager, Financial Planning

• Increase sales and enhance relationships with financial advisors within this region.
• Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal.
• This position will be supported by an Advisor Solutions Consultant.

Senior Investment Consultant – Southwest Region

• Step in as the fractional CFO/Controller for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM).
• Analyze financials to spot trends and risks.
• Fix messy data in collaboration with bookkeepers.
• Deliver hard truths to the business owner with a mix of radical candor and humor.

Chief Financial Officer, Fractional CFO

• Develop and maintain financial models, variance analyses, and performance dashboards to inform business decisions and resource allocations using data aggregation and dashboarding tools, including Power Query and Power BI
• Drive process improvements and reporting enhancements, increasing forecast accuracy, transparency, and operational efficiency.
• Serve as the financial analyst for the ES Digital portfolio, managing overhead cost center expenses across service lines (FTEs, software, hardware, contractor labor, etc.).
• Lead monthly, quarterly, and annual forecast and planning activities, ensuring compliance with government regulations (CAS/FAR) and alignment with AOP and Long-Range Plan (LRP) targets.
• Partner directly with ES functional leadership to understand financial drivers, evaluate trade-offs, and present insights that guide strategic execution.
• Assist in the preparation of executive-level financial briefings summarizing key performance drivers, risks, and recommendations.

Principal Specialist, FP&A

• Providing comprehensive advice and customized solutions to clients
• Triage client leads
• Make referrals to business partners based on client needs
• Meet with clients to review financial and investment goals
• Build financial plans and recommend brokerage products

Financial Solutions Advisor

• Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements
• Meet with existing and prospective clients to promote financial planning and investment services
• Conduct educational seminars and workshops
• Present client financial plan and investment proposals in a professional manner
• Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements
• Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services
• Track sales, marketing and referrals
• Provide referrals for other Global Credit Union services as appropriate
• Participate in the credit union’s business development activities, while seeking and recommending new opportunities
• Meet production goals
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements
• Maintain proficiency with organization and program partner systems
• Perform service calls and special projects when warranted
• Perform other duties as assigned

Financial Advisor

• Meet with existing and prospective clients to promote financial planning and investment services
• Conduct educational seminars and workshops
• Present client financial plan and investment proposals in a professional manner
• Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements
• Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services
• Track sales, marketing and referrals
• Provide referrals for other Global Credit Union services as appropriate
• Participate in the credit union’s business development activities, while seeking and recommending new opportunities
• Meet production goals
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements
• Maintain proficiency with organization and program partner systems
• Perform service calls and special projects when warranted
• Perform other duties as assigned

• Oversee the details of Budgets including staffing, Direct and Indirect headcount, Pool Costs, and OH expenses for Supply Chain; this includes detailed analysis, trends, and coordination with all stakeholders.
• Support and coordinate AOP assumptions for each directorate to understand changes, and/or constraints; as well as risks and opportunities to the financial plan.
• Ensure that all assignments are prioritized and completed on schedule with adequate time allotted for management review.
• Help develop and implement process/reporting improvements
• Support close requirements (monthly and quarterly)
• Perform quick-turn ad hoc financial analysis as needed

Supply Chain Financial Analyst – P2

• Provide demand requirements into mid and long-term business plans
• Analyze, recommend and report demand data
• Forecast demand, identify trends including market trends and customer behavior
• Develop strategies to meet demand
• Drive overall Evergreen LRP process and identify risks and opportunities
• Run demand solves for mid-term backend requirements and scenarios
• Integrate and rationalize signals, ensure high level of data quality

Strategic Planning Demand Analyst

• Track, evaluate and perform due diligence for investment advisory offerings across Liquid Markets, Structured Products, and Alternatives
• Prepare ad hoc and ongoing investment analysis for weekly investment team meetings
• Prepare investment memos, investment analysis, and general market update materials
• Collect, validate, and maintain financial data from multiple sources
• Collaborate with client solutions, investment product, and performance teams to improve processes
• Support financial modeling and scenario analysis for team projects and financial requests from senior management
• Be involved with special teamwide projects as needed.

Investment Analyst

• 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

• Lead cost and consumption analysis for assigned infrastructure and workplace technology services, including unit cost trends, total cost of ownership (TCO), and variance drivers.
• Own delivery of recurring cost transparency reporting and analysis supporting monthly and quarterly operating reviews.
• Analyze and explain consumption versus forecast variances, identifying drivers, risks, and improvement opportunities.
• Support demand planning and forecasting activities by validating assumptions and analyzing historical and projected usage trends.
• Contribute to the definition and maintenance of infrastructure product and service taxonomies, cost pools, and unit cost inputs.
• Partner with Finance and Technology stakeholders to review allocation outputs and unit cost logic, ensuring alignment with consumption drivers.
• Prepare clear, well-structured materials (analysis, summaries, visuals) for governance forums and leadership discussions.
• Translate complex financial and technical concepts into understandable insights for Technology and Finance partners.
• Identify data quality issues and work with partners to resolve inconsistencies or gaps in cost and consumption data.

See all jobs on JobTailor

Business Experience & Planning Specialist – IT Financial Analyst

Financial Services Representative

Finance Career Foundation Program

Financial Service Professional – Masters

Associate Director, Finance

Lead Director – Finance Reporting, AI/ML Transformation

Proposal & Production Finance Lead – M5

Manager, Financial Planning

Senior Investment Consultant – Southwest Region

Chief Financial Officer, Fractional CFO

Principal Specialist, FP&A

Financial Solutions Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Supply Chain Financial Analyst – P2

Strategic Planning Demand Analyst

Investment Analyst

VP, Finance – Accounting

Senior Tech Business Services, Infra Finance