Financial Planning and Analysis

• Monthly financial/operations reviews
• Explains key drivers behind financial performance
• Presents analysis, insight and action to group’s leadership team
• annual bottoms-up build for labor and controllable cost items
• formal quarterly reviews with physician partners on financial performance of joint venture facilities
• identify opportunities for operational improvement
• build models, assess projects and pitch all potential new and acquired clinics
• partner with Division Vice Presidents to analyze, review and recommend overall divisional growth strategy
• lead the bottoms-up build of future operating plan
• interpret data, develop solutions, and effectively communicate your recommendations to senior leadership
• drive accountability to action plans committed by Divisional Vice Presidents

Senior Division Finance Analyst

• Managing directors in consulting are primarily responsible for providing direction and guidance to teams of employees and ensuring that projects are accomplished in a timely manner.
• Developing and executing the company’s business strategies
• Providing strategic advice to our clients
• Preparing and implementing comprehensive business plans to facilitate execution
• Develop and execute the company’s business strategies in order to attain the goals of the board and shareholders
• Ensure company policies and legal guidelines are communicated all the way from the top down in the company and that they are followed at all times
• Communicate and maintain trust relationships with shareholders, business partners, and authorities
• Delegate responsibilities and supervise the work of executives providing guidance and motivation to drive maximum performance
• Provide performance feedback to teams
• Act as the public speaker and public relations representative of the company in ways that strengthen its profile

Energy Managing Director – Financial Advisory Services

• 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

• Provide support to the entire investment process, including mapping investment trends, drafting presentation and briefing materials, and conducting financial and technical analysis.
• Support the leadership team with deal sourcing, due diligence, business modeling, and in developing and managing opportunity pipeline.
• Collecting market intelligence at industry events, and conducting market research via public sources and third-party service providers.
• Coordinating diligence activities with corporate and Business Unit functional resources.
• Support portfolio analysis, which involves assessing capabilities, technologies and financial metrics against strategy and market opportunities.
• Support the preparation of senior-level briefings, which involves summarizing and communicating insights at the right level from detailed analyses.
• Maintain productive working relationships with relevant corporate and business unit functions at RTX.

Principal Specialist, Investment Associate

• 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

• Lead the end-to-end change strategy for Finance Forward, ensuring alignment with program goals, workstreams, and the Finance SLT.
• Conduct periodic change readiness assessments to identify risks, resistance, and mitigation plans.
• Create clear, actionable plans that drive adoption of new processes, tools, dashboards, and operating models.
• Own the Finance Forward communications plan, including ongoing updates, campaigns, and storytelling for all levels of the finance organization.
• Partner with Finance communications and senior leaders to ensure message alignment, consistency, and clarity.
• Publish quarterly Finance Forward scorecard highlighting transformation success metrics.
• Drive adoption and awareness of Finance Forward program goals and progress throughout all levels of the finance organization.
• Build capability and readiness across all finance teams through targeted trainings, engagement, and enablement efforts.
• Develop and manage feedback mechanisms, including monthly group and periodic 1:1 stakeholder engagements.

Finance Transformation Change Management Lead

• Lead budgeting and forecasting processes, including assumptions, cadence, and executive outputs
• Deliver short- and long-term planning for Business functions, Corp FP&A, earnings, and key leadership
• Support investment governance, including budget alignment and opex decisions
• Own global planning and analysis for pipeline, bookings, churn, price adjustments, and net bookings
• Drive insights on productivity, commissions, channel economics, opex, and headcount
• Ensure data consistency, integrity, and reporting alignment across regions and product
• Provide forward-looking insights by integrating actuals, forecasts, risks, and opportunities
• Translate complex data into clear executive insights, recommendations, and actions
• Align with enterprise priorities, including forecast accuracy, performance, and financial discipline

Senior Director, GTM FP&A

• Primary focus is to review and audit financial records such as bank statements, bills of sale, trial balances, etc., and tax documentation to ensure compliance with repayment terms
• When necessary, you may have to physically inspect inventory and assess the condition to confirm the collateralized position
• Reconcile discrepancies with the customer and document details to support the final financial review and inventory inspection results
• Build relationships with customers through setting expectations, answering questions, providing support with payment systems, and raising customer growth inquiries to our commercial and portfolio teams
• Communicate with manager, account manager, and peers to resolve issues and escalate risks
• Exercise judgement in determining the cause of discrepancies

Financial Collateral Examination Associate

• Partner with senior leaders to support enterprise-level strategic planning, budgeting, and capital allocation decisions.
• Lead corporate forecasting, budgeting, and long-range planning processes, establishing the cadence for annual planning and executive business reviews.
• Architect and continuously optimize comprehensive financial models across the P&L, Balance Sheet, and Cash Flow. Serve as a subject matter expert on areas like share count, EPS, tax, and stock-based compensation.
• Deliver clear, actionable financial insights through monthly reporting, variance analysis, and executive presentations.
• Work cross-functionally to identify business drivers, trends, opportunities, and risks, aligning stakeholders and driving operational efficiency.
• Collaborate with Accounting to ensure accurate, timely closes and support management/external reporting.
• Support Investor Relations with model inputs, earnings release prep, and Q&A.
• Contribute to M&A activities, board materials, and other strategic initiatives.
• Champion scalable, repeatable finance processes (automate, simplify, and eliminate routine work wherever possible).
• Support high-impact special projects and ad hoc analysis as needed.

Corporate Finance Manager

• 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

• Lead monthly EBITDA and CAFD forecasting, annual budget development, and long-range financial planning for assigned assets
• Identify financial risks and opportunities; partner with asset management and operations to surface and quantify key drivers
• Prepare and maintain financial models supporting portfolio performance tracking and scenario analysis
• Ensure all variances exceeding materiality thresholds are accompanied by complete driver narrative including one-time vs. recurring characterization and forward-looking outlook
• Own all quarterly deliverables required by bondholders for an assigned asset portfolio
• Draft investor-ready financial narratives including EBITDA and CAFD variance analysis, integrating operational and market drivers
• Prepare and respond to ad hoc financial inquiries from external partners, ensuring accuracy and professional presentation
• Coordinate quarterly Board meetings including materials preparation, logistics, and follow-up for senior leadership
• Support partner requests related to financial reporting, distributions, and portfolio-level performance
• Prepare executive-quality financial presentations for board-level audiences
• Support strategic transactions including tax equity buyouts, JV sell-downs, and asset-level transaction events
• Contribute to deal analysis, financial due diligence, and transaction close activities as needed
• Assist with portfolio-level initiatives and cross-functional workstreams across finance, legal, treasury, and operations

Senior Analyst, FP&A

• 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

• Prepare and post journal entries in accordance with U.S. GAAP, ensuring accuracy and proper documentation.
• Perform detailed monthly account reconciliations and investigate and resolve all reconciling items in a timely manner.
• Assist with the monthly, quarterly, and annual close processes to ensure all deadlines are met and financial data is complete and accurate.
• Conduct financial statement analysis to identify trends and variances, providing insights to the accounting and finance leadership team.
• Collaborate with the Technical Accounting Manager and Director of Financial Reporting to implement new accounting policies and treatments.
• Serve as a key liaison to other departments, assisting with operational questions and providing accounting guidance on business transactions.
• Support the preparation of audit schedules and act as a key point of contact for external auditor requests during the annual audit.
• Assist in documenting and improving internal controls and processes to meet Sarbanes-Oxley (SOX) compliance standards.
• Provide ad hoc analysis and support to the broader accounting and finance team as needed.

Senior Financial Accountant

• The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning
• Serves as an advisor to affluent clients with sophisticated investment needs
• Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance
• Develops networks with third party referral sources to develop new business
• Partners with internal bank specialists to provide a full array of expertise to clients

Senior Financial Advisor

• Prepare program budgets, reports, and financial documentation; analyze funding and budgeting requirements and recommend solutions to improve financial management effectiveness and process efficiency.
• Perform budget forecasting, variance analysis, financial execution reporting, schedule analysis, and Earned Value Management (EVM) analysis.
• Identify accounting discrepancies and assist with corrective actions.
• Utilize automated management information systems to perform analytical, advisory, and reporting functions.
• Compile and analyze financial data to support financial metrics, Financial Improvement and Audit Readiness (FIAR) activities, management internal controls, self-assessments, and routine reporting requirements.
• Support the development and execution of funds management documentation, funding forecasts, budget submissions, and financial models used for decision-making.
• Prepare financial papers, briefings, and documentation supporting Budget Execution Reviews (BERs), Integrated Baseline Reviews (IBRs), Milestone Decision Reviews (MDRs), Management Acquisition Reviews (MARs), Program Management Reviews (PMRs), Acquisition Strategy Plans (ASPs), and Integrated Product Team (IPT) risk assessments.
• Draft financial documentation for submission to government leadership, including Procurement Documents (P-DOCs), Research, Development, Test and Evaluation Documents (R-DOCs), and Program Objective Memorandum (POM) documentation.
• Track and report the status of approved, deferred, and released funds and assist in correcting financial record discrepancies.
• Prepare funding documents including Purchase Requests (PRs), Military Interdepartmental Purchase Requests (MIPRs), project orders, and other financial documentation in accordance with financial management policies and regulations.
• Maintain an independent audit trail to track, record, and report the status of funding documents throughout their lifecycle.
• Conduct quick-turn "what-if" funding assessments and support ad hoc financial reporting and data calls.
• Support Air Force and DoD exercises and simulations requiring financial management support.
• Monitor and maintain reimbursable budget programs.
• Conduct research and analysis using financial systems and reporting tools, including CCaRS, CRIS, WAWF, and FM Suite.
• Maintain financial databases and generate ad hoc reports in support of program requirements.

Financial Manager

• Supports the branch and/or region in achieving business objectives by providing effective operational support
• Fosters a culture aligned to BMO purpose, values and strategy
• Ensures alignment between values and behaviour that fosters diversity and inclusion
• Regularly connects work to BMO’s purpose
• Builds interdependent teams that collaborate across functional and operating groups
• Attracts, retains, and enables the career development of top talent
• Improves team performance, recognizes and rewards performance
• Provides ongoing operations expertise to assigned branch/portfolio
• Acts as a designee for the branch manager on compliance objectives
• Provides ongoing compliance education to assigned branch/portfolio
• Provides support and guidance to branch staff members on compliance and operational issues
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Helps determine business priorities and best sequence for execution of business/group strategy
• Conducts independent analysis and assessment to resolve strategic issues
• Coordinates and executes specific activities for the implementation of strategic initiatives

Regional Administrative Manager

• Conducting industry, market and company-specific research
• Performing financial analysis and financial modeling
• Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations
• Conducting preliminary valuation work
• Researching investment opportunities and sector themes throughout the construction, infrastructure, and facility services landscape
• Providing support to members of the investment banking group and other duties as assigned
• Managing multiple projects efficiently and independently in a fast-paced work environment
• Supporting multiple sector coverage teams in business development activities
• Meticulously documenting client and transaction activity

Investment Banking Analyst II

• 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

• Perform credit and risk monitoring of highly structured Specialty Finance transactions.
• Review loan and lease documentation to evaluate deal structure and ensure covenant compliance.
• Analyze and assess customer and transaction exposures and concentrations within the KBSFL portfolio and individual deals.
• Prepare minor amendments and waivers, as needed.
• Recommend credit strategies to mitigate portfolio risks.
• Perform periodic reviews of existing portfolio deals, encompassing an assessment of equipment/collateral and an evaluation of transactional, operational and credit risk.
• Identify problem loans and leases and support workout efforts as needed.

Associate Portfolio Management – Specialty Finance Lending

• This job is responsible for providing comprehensive advice and customized solutions to clients
• Key responsibilities include triaging client leads
• Making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products

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