Financial Planning and Analysis

• 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

• 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

• Enhancing strategic decision-making by designing and maintaining advanced reporting systems and databases
• Analyzing data associated with the strategic plan to provide comprehensive business impact assessments
• Developing strategic recommendations based on thorough research to steer future business strategies
• Performing key business and financial analyses for strategic insights
• Conducting rigorous economic and organizational analyses to support strategic planning efforts
• Coordinating with project teams to provide expertise in areas of strategic planning for successful outcomes
• Collaborating with specialists and management to contribute to strategic projects across various units
• Sharing knowledge of strategic planning methodologies with less experienced colleagues to build team capabilities

Senior Analyst, Strategic Planning, Metrics

• 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

• Verify insurance eligibility, benefits, and patient liability to prevent denials or penalties
• Accurately document insurance and payment information to optimize reimbursement and avoid write-offs
• Maintain up-to-date knowledge of insurance plans, contract requirements, and best practices for insurance verification
• Confirm and secure benefits coverage with insurance companies and employers; ensure demographic data is correct
• Cross-reference Medicare accounts and coordinate benefit statuses as needed
• Determine and process pre-certification or referral requirements per protocol
• Communicate with providers regarding out-of-network barriers and document accordingly
• Estimate and collect patient liability prior to service, following cash management policies
• Maximize collection of co-pays and other balances per department protocol
• Review and resolve accounts on hold to ensure timely billing
• Partner with the Authorization team to obtain payer authorizations and referrals
• Ensure compliance with HIPAA and all insurance process regulations
• Continue developing your skills to keep up with changes in insurance and reimbursement rules
• Maintain regular and consistent attendance as scheduled by department leadership

Financial Clearance Specialist

• Determine what our customers need.
• Leverage internal and external sources, conduct customer interviews, surveys, analyze behavior and develop solutions.
• Craft and maintain the product backlog.
• Work with design and engineering teams to define, groom, and execute epics & features.
• Communicate & coordinate with cross-functional stakeholders.
• Provide strong evidence and rationale for decision making.
• Seamless integration with fellow product managers.
• Rigorously leverage data and analytics to drive decisions, features, and design.
• Collaborate with Leadership, Engineering, Design, Strategy, and Implementation to drive initiatives.

Product Manager II – Financials, Access & Integrations

• Transition the agency’s financial infrastructure from founder-led management to a professional, automated, and scalable system
• Develop financial models to track and optimize performance for state contracts , ensuring high data integrity and compliance
• Create a yearly 'anchor' budget and rolling quarterly forecasts to guide the CEO through rapid team expansion and new site development
• Oversee the accuracy of QuickBooks Online and ADP integrations, ensuring tax-optimized mapping and 'best-in-class' reporting
• Serve as the senior financial advisor for agency stability, continuity planning, and long-term institutional readiness

Fractional CFO – Systems & Strategy Lead

• Own topline forecasting for Instacart’s Core grocery business, building and maintaining driver-based models that clearly tie to business performance and operational levers.
• Lead proactive deep dives on revenue and unit economics (e.g., LTV, CAC, conversion, AOV, contribution margin) to identify growth opportunities, surface risks, and recommend experiments that improve forecast accuracy and business outcomes.
• Partner cross-functionally with Product, Marketing, Business Development, and Data Science to align assumptions, improve data quality, instrument new metrics, and operationalize insights into roadmaps.
• Develop executive-ready materials for leadership, including narrative memos, dashboards, and scenario/sensitivity analyses that inform strategic priorities, resource allocation, and trade-off decisions.
• Own initiative reporting across marketing, product, and enterprise programs; standardize measurement, track incremental impact, and ensure clear readouts for weekly growth reviews, monthly business reviews, and ad hoc deep dives.
• Collaborate with other Strategic Finance teams to assess the impact of retailer, supply, and marketing initiatives on Core business performance; support investor relations, Board materials, and company-wide Planning.
• Continuously refine and automate models and reporting to improve speed, accuracy, and decision-making, balancing near-term deliverables with long-term scalability.

Senior Strategic Financial Analyst – Growth

• As Director, Strategic Finance, you will build and lead Slingshot’s financial planning and analysis function for the Engineering org.
• You’ll translate complex financial data into actionable insights, guide critical business decisions, and help scale the financial infrastructure needed to support rapid growth and capital strategy.
• This role sits at the intersection of strategy, operations, and finance—driving long-range planning, optimizing resource allocation, and supporting fundraising and investor engagement.
• Deliver clear, data-driven insights through executive dashboards, KPIs, and performance reporting.
• Prepare materials for Board of Directors and investors, including variance analysis and forward-looking projections.
• Act as a trusted advisor to leaders across Engineering.
• Build and maintain complex financial models to support scenario planning, M&amp;A, and fundraising.
• Own and optimize FP&amp;A tools and systems (e.g., NetSuite Planning &amp; Budgeting, Adaptive Planning).

Director, Strategic Finance

• Complete specialized training to gain complete understanding of the financial aid cycle, federal regulations and all aspects of internal and external compliance.
• Review student files before awarding to complete any federal or institutional verification, C-Flag requirements.
• Evaluate student files for eligibility of federal, state, institutional, and private financial aid programs.
• Review documentation surrounding unusual circumstances by making adjustments or revisions to costs, need, or dependency status.
• Identify missing, incomplete, or incorrect student information and resolve through communication with the Student Finance Counselors.
• Troubleshoot processing problems and technical issues with regard to the system and Colleague software.
• Consult with the appropriate resources.
• Other responsibilities as assigned.

Financial Aid Specialist

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies to safeguard clients' assets and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor

• Own and optimize our financial planning system, Pigment
• Lead the adoption of AI across the Finance organization
• Partner cross-functionally with FP&A, Accounting, RevOps, and Business Systems to build clean integrations
• Streamline budgeting, forecasting, and scenario planning processes by creating scalable, well-documented frameworks
• Design and enhance models, workflows, and reporting while ensuring data integrity and system reliability across planning cycles

FP&A Systems and AI Manager

• Full ownership of Blue Hawaiian financial planning, forecasting, analysis, and performance management
• Authority over financial policies, controls, and processes within Blue Hawaiian (aligned to Air Methods standards)
• Shared decision making with the President on strategic investments, cost structure, and growth initiatives
• Own and lead the financial strategy, operating plan, and budget for Blue Hawaiian, with clear accountability for profitability, cash flow, and EBITDA performance
• Partner with the President & CEO and leadership team to define financial priorities that support operational excellence, growth, and long-term sustainability
• Lead annual budgeting, rolling forecasts, and long-range financial planning for Blue Hawaiian
• Provide clear, decision-ready financial insights to the Blue Hawaiian leadership team, Air Methods ELT, and Board as required
• Coordinate Blue Hawaiian financial activities with Air Methods FP&A, procurement, accounting, and related enterprise finance functions

See all jobs on JobTailor