Financial Planning and Analysis

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Manager, Commercial Finance

• Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends
• Contribute to the Company’s rolling forecasts, annual operating plan, and long-range projections
• Analyze and report on key SaaS metrics (ARR, churn, retention) to support monthly forecasting and reporting
• Calculate incentive compensation (commissions, sales bonuses) on a monthly basis and provide insights into how to streamline the process
• Execute key month- and quarter-end close activities, preparing accurate reporting deliverables for both internal and external stakeholders
• Collaborate with cross-functional teams to implement processes and tools to control data integrity and alignment between systems
• Identify and execute process improvements, including ways to leverage AI to improve reporting accuracy and efficiency
• Support other ad hoc finance items and special projects

Financial Analyst

• Ensure compliance and accurate information provided to students.
• Review and audit files upon submission from the FAC’s.
• Create Award Letter and FASApp.
• Issue and maintain award letters as appropriate.
• Maintain/update the certified loan report.
• Complete the financial aid file once a student has gone through the entire process of FA.
• Help students obtain funding through various programs available.
• Prepare, explain and supply applicants with appropriate documents to make informed decisions regarding financial aid.
• Analyze timing of funding of students.
• Update Salesforce appropriately in the financial aid section regarding funding score, etc.
• Verify funding amounts and order funds as appropriate.
• Participate in financial aid meetings and events.
• Download vouchers and verify funding of those vouchers.
• Scan, upload and email vouchers as necessary.
• Issue borrower notifications.
• Provide exit counseling.
• Run enrollment reporting and add new student’s to NSLDS transfer monitor list.
• Perform miscellaneous duties as assigned.

Financial Service Analyst

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams such as TPA fees, recoveries, subrogation, and salvage.
• Take reporting from raw data to finished deliverable, on time, accurately, and with the right stakeholders pulled in when data is missing.
• Identify anomalies in the data and chase them down before they reach the report.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate, timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement.
• Assist in developing financial models and tools that improve claims analysis and forecasting.
• Run continuous improvement on the recurring deliverables, including automating manual steps so errors do not recur.
• Work closely with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Present complex information clearly to both technical and non-technical stakeholders.
• Stay informed on industry practices and regulatory changes that affect reporting.

Claims Finance Analyst

• Processing payments, adjustments, claims, correspondence, refunds, denials, financial/charity applications, and/or payment plans
• Research payments, denials and/or accounts to determine short/over payments, contract discrepancies
• Makes appeals and corrections as necessary
• Works as a member of the patient financial services team to achieve goals in days and dollars of outstanding accounts
• Correcting incorrect registration and updating application and billing out the claim
• Responds to incoming calls and makes outbound calls as required

Patient Financial Services Representative – Ambulatory Billing and Claims

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Financial Solutions Advisor – Registration Candidate

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices.
• Continually train and develop Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors meet compliance standards.
• Manage the queueing system to ensure students are assisted in the proper time frame.
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning.
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.

Assistant Director of Financial Planning

• Prepare, analyze, and report transportation and warehousing cost results, including freight, accessorial charges, storage, handling, labor, and related distribution expenses.
• Analyze monthly variances and root causes across actuals, current estimate, plan, and prior year by cost category, lane, facility, mode, carrier, customer, and other key business drivers.
• Develop reporting and KPIs that improve visibility to transportation and warehousing performance, including cost per pound, cost per case, warehouse spend trends, freight recovery, and service-related financial metrics.
• Partner with Transportation, Warehousing, Procurement, Operations, and Finance to explain cost performance, validate assumptions, and identify opportunities to improve cost efficiency while maintaining service levels.
• Support annual planning, current estimate, strategic plan, and forecast processes for transportation and warehousing spending, including volume, rate, mix, network, and productivity assumptions.
• Support freight bill review, accrual validation, reconciliations, audit requests, system enhancements, and process improvement initiatives that strengthen data quality, controls, and management reporting.

Finance Analyst

• Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
• Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery
• Solve for opportunities identified through trend analysis – process improvement / strategic projects
• Independently manage client issues and projects with little involvement from leadership
• Triage of Finance specific Aunt Team requests
• Support multiple complex client escalations and projects– requiring 'outside of the box' solutions and ideas
• Conduct 'lessons learned' and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support
• Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.)
• Partner with cross-functional partners to align on client and project expectations
• Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation
• Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place
• Regular summary updates to Finance leadership

Senior Analyst, Financial Operations

• Partner closely with VBS leadership, National and Local market VBS teams, VBC Analytics, and operational stakeholders to drive the end-to-end execution of VBC initiatives
• Lead structured problem-solving efforts and implement sustainable solutions
• Drive execution of VBC initiatives from problem identification through implementation and performance tracking
• Monitor progress against plans and ensure delivery of measurable results
• Identify risks, gaps, and inefficiencies across initiatives and processes
• Support and enhance VBC governance routines
• Develop clear, structured updates on initiative progress, risks, and outcomes
• Serve as a conduit between strategy and execution, ensuring leadership alignment and informed decision-making
• Translate complex concepts into concise, executive-ready messaging
• Develop and deliver presentations, proposals, and strategic materials for senior leadership
• Enable effective decision-making through clear storytelling and structured insights

Senior Manager, Strategic Planning – Governance, Value-Based Services

• Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals
• Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis
• Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities
• Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements
• Apply government reimbursement rules (e.g., Medicare/Medicaid) and ensure compliance with GAAP, company policies, and regulatory requirements
• Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances
• Mentor accounting staff, provide financial systems training, and support professional development within the finance team
• Present complex financial information and recommendations to senior leadership; collaborate cross-functionally with internal departments and external stakeholders
• Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization

Senior Financial Analyst

• Perform monthly volume metrics analyses by service line (both retrospective and prospective).
• Leadership management reporting creation and maintenance for decision making purposes.
• Perform analysis on P&L actual results compared to budget and forecast each month.
• Provide analysis to Finance and Leadership.
• Engage with Finance and Leadership on forecast opportunities and challenges from ideation to execution.
• Management of the revenue and expense budgeting and forecasting for all business units.
• Analyze revenue and expense variances and provide explanations to upper management.
• Lead annual budget process for assigned area.
• Enhance forecasting, budgeting and reporting tools.
• Develop and maintain cost allocation modeling by service line along with forecasting by service line.
• Drive the capital budgeting and management process by engaging and collaborating with the project management team.
• Assist in designing and monitoring (reporting on) key drivers for various stakeholders.
• Develop three to five-year strategic plan projections.
• Support RFP or proposal offerings, participate in pricing/strategy calls as requested, assist with fee related, allowance and credit regarding RFP requests.
• Business segment and service line profitability analysis.
• Drive strategic business initiative modeling such as potential partnership(s), acquisition(s) or other key projects as well as partnering with Leadership on execution.
• Assist with various financial analysis as generally required by the business, lease analysis, vendor analysis and other general financial modeling.
• Provide support to Treasury, Investments and Partnerships as required, including analysis that support banking and capital markets and investment analysis.
• Other duties as assigned.

• 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

• 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 strategic thought partner at the intersection of finance, data, and commercial decision-making.
• Own high-visibility analytical programs that directly shape pricing strategy, assortment investment, and category portfolio decisions—operating with a high degree of autonomy.
• Influence senior leadership and cross-functional teams across Merchandising, Marketing, Supply Chain, and FP&A.

Principal Financial Analyst – Merchandising Finance

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - reconciling forecasts and flagging areas of risk and opportunity for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Provide reliable coverage on all recurring deliverables during high-volume periods
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership.

Senior Commercial Finance Manager – Contract

• Prepare various weekly and monthly reports and analyze monthly business performance, identifying key drivers and trends
• Perform detailed analysis of market impacts to margin and provide causal commentary
• Compare and analyze actual results against plans and forecasts; monitor variances and communicate findings
• Assist with the planning process, including model modification, updating, analysis, and reporting
• Build and maintain financial models and perform scenario analysis using large data sets to support decision-making
• Complete month-end closing tasks and support process improvement and standardization efforts
• Collaborate with divisional and group accounting teams and lead special projects as assigned

• Responsible for financial management of the largest BU in the company
• Financial planning and analysis of performance
• Partner with Sales, Marketing, and Pricing teams
• Assess and improve performance indicators
• Drive system solutions for improved financial reporting
• Allocate resources and manage team performance

Financial Planning and Analysis jobs in Idaho

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Manager, Commercial Finance

Financial Analyst

Financial Service Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Financial Solutions Advisor – Registration Candidate

Assistant Director of Financial Planning

Finance Analyst

Senior Analyst, Financial Operations

Senior Manager, Strategic Planning – Governance, Value-Based Services

Senior Financial Analyst

Senior Financial Analyst

Associate Director, Finance

VP, Finance – Accounting

Associate Vice Chancellor – Student Financial Services

Principal Financial Analyst – Merchandising Finance

Senior Commercial Finance Manager – Contract

Senior Financial Analyst

Senior Director, BU Finance