Financial Planning and Analysis

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities
• Lead sales segmentation analyses to define customer/account tiers, coverage models, and sales motions
• Own or support territory planning, including territory design, book balancing, account assignment logic, and recommendations to improve coverage and productivity
• Partner with Sales, Finance, GTM, and Analytics to translate topline goals into territory, segment, and rep-level plans
• Develop the business cases, analytics, and recommendations behind changes to coverage, capacity, incentives, and go-to-market design
• Establish performance frameworks and dashboards to monitor whether segmentation and territory decisions are improving productivity, growth, and customer outcomes
• Drive annual and in-year planning processes, including target setting, performance reviews, and executive-level business updates

Senior Strategic Planning Manager – Agent Sales

• Act as a key member of a dedicated middle office team
• Coordinate with internal stakeholders and external counterparties
• Review private deal pipeline on a regular basis
• Analyze legal documents, such as credit agreements and fee letters
• Assist in managing all banking, custodian and facility relationships
• Oversee outside stakeholder reporting and communication
• Develop a complete understanding of the roles and responsibilities
• Participate in developing and documenting operational policies, procedures and controls
• Ensure proper operational procedures and controls are followed

Senior Associate, Investment Operations – Private

• Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan
• Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments
• Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical
• Support client-related requests from the Clinical Care team to improve the patient’s experience
• Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively
• Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health
• Managing client schedule, scheduling and rescheduling appointments
• Complete all documentation in a timely and accurate manner
• Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources
• Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc.

Patient Finance Specialist

• Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations
• Lead complex operational engagements often with multiple junior team members to deliver exceptional results
• Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations
• Utilize operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks
• Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth
• Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions
• Build long-term client relationships and drive superior operational outcomes based on unique business insights
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving
• Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights
• Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements
• Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further
• Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line
• Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills

Senior Consultant, Financial Operations

• Serve as a trusted Finance Business Partner to the Global Workplace Services organization, providing financial guidance, analysis, and decision support
• Lead and support monthly and quarterly close, forecast updates, variance analysis, and management reporting processes
• Prepare clear commentary and insights for Finance leadership and Global Workplace Services leadership, including analysis of operating expenses, headcount-related costs, capital plans, project spend, and regional trends
• Support the Strategic Planning Review and Annual Operating Plan processes, including planning assumptions, financial models, and executive-ready reporting
• Partner with Global Workplace Services leaders to evaluate priorities, assess financial impacts, and support resource allocation decisions
• Support monthly Design & Delivery reporting, including financial updates on active projects and related OpEx and CapEx impacts
• Prepare monthly restructuring forecasts and related analysis as needed
• Develop ad hoc reporting, financial models, and presentations to support special projects and cross-functional initiatives
• Work closely with Accounting, Finance, and business partners to improve policies, procedures, reporting, and alignment between actuals, forecasts, and planning processes
• Drive process improvements across FP&A and the broader Finance organization to improve accuracy, efficiency, consistency, and business insight

Senior Financial Analyst – Global Workplace Solutions

• Lead portfolio strategy and procurement execution for Capital Investments and Manufacturing Real Estate & Facility Services (MREF), including automation systems, manufacturing equipment, facility construction projects, and infrastructure investments.
• Acts as a critical interface between Manufacturing and Supply Chain Engineering, Facilities, and Global Procurement.
• Partner with Manufacturing and Supply Chain Engineering, Facilities, Operations, and Global Procurement stakeholders to align sourcing strategies with business, facility, and infrastructure requirements.
• Develop and implement sourcing and portfolio strategies for Capital Investments and MREF in alignment with Resmed's operational and strategic objectives.
• Negotiate complex commercial agreements and manage strategic supplier relationships to optimize quality, service, delivery, and cost performance.

Senior Manager, Portfolio Management – Capital Investments, MREF

• Responsible for profitable growth and development of Finance & Insurance Sales Professionals
• Analyze and provide strategic direction to a highly successful team of Sales Professionals
• Oversee cross-team sales initiatives as needed
• Maintain responsibility for customer issues and/or challenges in the region
• Leadership activities will include planning, budgeting, coaching, interviewing/selection, and performance management within the region

Regional Finance & Insurance Manager

• Managing a financial center and its employees on a day-to-day basis
• Operating as a business owner and fostering a team environment
• Ensuring operational excellence and cohesive effectiveness

Financial Center Manager

• Obtain Securities Industry licenses through dedicated classes
• Build and manage client relationships
• Deliver Bank of America’s core banking and investment solutions
• Provide end-to-end comprehensive advice to clients
• Collaborate with banking and investment partners

Financial Solutions Advisor – Registration Candidate

• Guides the strategic direction of enterprise-wide initiatives
• Provides strategic guidance to senior managers and engages executive stakeholders
• Fosters collaboration across product, channel, and operations teams
• Delivers measurable outcomes through disciplined execution and change leadership

Business Strategy & Intelligence Manager

• Supports Monthly/Quarterly Financial Reporting and Planning processes, including financial and cost forecasting, reporting and analysis, and profitability analysis.
• Supports development of consolidated program Long Range Strategic Plans (LRSP) and Annual Operating Plans.
• Works with the business management teams to develop strategies to improve financial performance based on metrics.
• Support the management of program financials, including financial and cost forecasting, reporting and analysis, profitability analysis, and working capital analysis (accounts receivable forecasting, unbilled analysis, and aged receivables analysis).
• Supports review, analysis, and management of invoicing and collections.
• Support Sarbanes-Oxley (SOX) compliance and documentation.
• Create and modify complex financial briefing templates for Division/Program use

Principal/Sr Principal Financial Analyst

• Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
• Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
• Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
• Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
• Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
• Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
• Establish best practices and standards that promote quality, consistency, and regulatory compliance.
• Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
• Influence leaders and stakeholders through data-driven insights and strategic recommendations.
• Mentor associates and provide leadership across key projects and initiatives.

Senior Financial Planner

• Serve as a key finance partner for a core area of the business, building deep fluency in its drivers and acting as a trusted point of contact for its leadership and cross-functional teams
• Monitor and analyze business performance, identify trends, and translate findings into clear recommendations for senior management
• Build and maintain driver-based financial models across multiple time horizons
• Drive visibility into core business trends for senior leadership, influencing decisions at the executive level
• Partner cross-functionally to turn financial analysis into strategic decisions, surfacing performance and investment trade-offs for key stakeholders

Finance Manager

• Lead the implementation of innovative Oracle solutions that drive business success
• Set the strategic direction, inspire teams, and cultivate impactful client relationships
• Oversee complex projects that enhance operational effectiveness
• Mentor and develop future leaders within the organization
• Contribute to the advancement of finance technology initiatives

Director, Oracle Cloud Finance

• support annual budgeting and quarterly forecasting activities that help guide business planning.
• develop financial forecasts and long-term projection models to support decision-making.
• prepare financial reports and deliver insights that help leaders understand performance and opportunities.
• contribute to month-end close activities such as revenue recognition and the review of operational financial statements.
• partner closely with cross-functional teams to understand financial performance and identify actionable insights.
• document processes and procedures to support consistency and continuous improvement.
• contribute to special projects, reporting improvements, workflow enhancements, and other responsibilities as needed.

Financial Analyst – Limited Term

• Develop deep insights into the FSI sector to tailor cloud storage solutions effectively.
• Collaborate closely with AWS and NetApp account teams to enhance product outreach and drive adoption among new and existing customers.
• Educate and enable a broad network of AWS Solution Architects, Engineers, and industry specialists on incorporating Amazon FSxN.
• Deliver compelling presentations and demos to articulate the unique benefits of solutions, engaging with clients both virtually and in person.
• Drive continuous learning and improvement within the team, embracing feedback and pioneering new strategies for success.

AWS Sales Specialist, Financial Services

• Act as an autonomous finance partner to R&D, Product, and Engineering leadership.
• Partner seamlessly across Accounting, Engineering, FP&A, and FinOps teams.
• Lead the monthly and quarterly forecasting process for R&D hosting infrastructure.
• Conduct deep-dive variance analyses and link financial outcomes directly to usage changes.
• Proactively identify engineering cost-containment opportunities and partner with product managers.

Senior Financial Analyst, R&D Finance

• Lead FP&A consolidation activities across quarterly forecasts, annual budgets, and long-range plans
• Manage financial modeling, variance analysis, and forecast submissions
• Prepare executive presentations, reporting packages, and ad hoc financial analyses
• Coordinate forecast cycles with global and regional stakeholders
• Analyze monthly operating results and forecast variances
• Develop dashboards and reporting solutions for executive leadership
• Partner with FP&A, IT, and regional teams to improve planning and reporting processes
• Maintain and enhance FP&A systems, reporting structures, and data version control
• Support Home Office and Central forecasting initiatives
• Lead bi-weekly forecasting coordination and reporting activities
• Drive process automation and operational efficiencies
• Mentor and develop junior finance team members

Manager, Finance – Distribution FP&A and Global Forecasting

• Lead the development of annual budgets, rolling forecasts, and long-term financial models.
• Track financial and operational KPIs across teams; build dashboards and scorecards to support transparency and accountability.
• Deliver data-driven insights to support key initiatives, new product launches, pricing strategy, and capital planning.
• Collaborate closely with functional leads (e.g., Product, Sales and Marketing, Engineering, Risk, Operations) to inform planning and resource decisions.
• Prepare monthly financial reports and board-level materials; support investor reporting as needed.
• Evaluate impact of various business cases, stress scenarios, and sensitivities on revenue, costs, and capital needs.
• Identify and implement enhancements to FP&A tools, systems, and processes.

Senior FP&A Analyst

• Lead the Transformation Team for Finance.
• Own the redesign of finance workflows using modern collaboration tools, AI, and automation built on approved platform capabilities.
• Serve as the product manager for the transformation by defining the problem, prioritizing the work, driving delivery, and ensuring adoption, controls, and handoff.
• Own end-to-end team delivery, including workflow redesign and transformation execution for Finance.
• Partner with the Finance business sponsor to translate goals into a prioritized roadmap.
• Lead the team across engineering, finance operations stakeholders, and matrixed platform and change resources.
• Run discovery activities including process mapping, approval flow review, reporting pain-point analysis, use case identification, and pilot planning.
• Enforce architectural compliance and ensure reuse of approved platform capabilities.
• Escalate missing platform capabilities or required controls rather than allowing shadow architecture.
• Drive adoption and behavior change in partnership with embedded change leads.
• Ensure every AI-enabled workflow, prompt-based solution, or automated agent receives required review and approval before deployment.
• Define and track success metrics tied to efficiency, accuracy, control adherence, and user adoption.
• Manage to clear, time-bound exit criteria.
• Deliver a validated sustainment plan, complete documentation, and signed handoff to the Finance sustainment owner.

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