Financial Planning and Analysis

• 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.

Senior Financial Analyst

• 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

Senior Director, BU Finance

• Prepares and distributes periodic financial statements
• Ensures all reports and disclosures comply with regulations
• Prepares journal entries and accumulates information for financial statements
• Performs various financial analytics on legal entities' financial results

Analyst, Financial Reporting & Analysis – Statutory Reporting

• 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

• Work with vendors and their customers to structure and present financing products for a variety of equipment.
• Develop and maintain relationships with equipment manufacturers, distributors, dealers, and/or resellers.
• Market services to potential customers through outbound calls and marketing materials to cultivate relationships.
• Support existing manufacturer programs by following up and managing ongoing transactions.
• Expedite ongoing transactions.
• Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees.

Regional Sales Manager – Industrial Equipment Finance

• Managing categories for the annual process
• Conducting financial analysis of manufacturer contracts
• Transitioning financial modeling from Excel to Python
• Contributing to the development and implementation of projects
• Navigating various software programs to build financial tools
• Collaborating with stakeholders

Senior Analyst, FP&A

• Lead and execute OCCUs financial strategy, aligning with organizational goals and long-term objectives.
• Oversee accounting operations, including general ledger, receivables, payables, and financial reporting.
• Ensure timely and accurate forecasts, financial modeling, and analysis of financial trends.
• Manage budget development, rolling forecasts, and performance tracking against organizational goals.
• Interpret financial, economic, and statistical data to inform strategic decisions.
• Ensure compliance with GAAP and all regulatory reporting requirements.
• Oversee reporting to regulatory agencies and ensure timely and accurate submissions.
• Address audit findings and ensure appropriate resolution of financial exceptions.
• Lead, coach, and develop finance team members, fostering a highly engaged and high-performing team.
• Build strong relationships with internal stakeholders to support collaboration and execution.

Vice President of Finance – Credit Union

• Provide Commercial Project and Branch financial oversight
• Collaborate and train project managers and field leadership to ensure accurate job costing and project budgets
• Analyze job cost reports and provide variance analysis to improve profitability
• Partner with operations to develop and track budgets and provide analytical insights during financial close
• Support Working Capital Management and participate in special projects

Operations Finance Manager – Commercial

• 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

• Lead, coach, and develop Application Support Analysts and System Administrators, fostering a highly engaged and skilled team
• Manage vendor relationships, system releases, upgrades, and backlogs of enhancements and defects
• Oversee Level 2 application support, escalations, on-call coverage, and after-hours support as required
• Establish and manage metrics, SLAs, budgets, and work plans to ensure effective resource utilization
• Partner with infrastructure teams, auditors, vendors, and peer technology leaders to resolve production issues and support compliance
• Lead teams effectively through change while encouraging continuous process improvement and automation
• Maintain strong relationships with team members, credit union members, vendors, and professional organizations

Financial Applications Support Manager

• Develop financial forecasts, budgets, and variance analyses across multiple brands and operating units
• Build and maintain budgeting and forecasting models across ecommerce, retail, and wholesale channels
• Support executive decision-making through financial modeling, scenario planning, and strategic analysis
• Assist with cash flow forecasting and working capital management
• Support annual operating plans and long-range forecasting initiatives
• Prepare monthly, quarterly, and annual financial reporting packages for leadership teams
• Deliver reporting on ecommerce and retail performance metrics including revenue, gross margin, CAC, AOV, inventory turns, and contribution margin
• Analyze sales trends, customer metrics, inventory performance, and profitability drivers
• Develop dashboards and reporting tools that improve visibility into business performance
• Create ad hoc analyses and presentations for executive leadership and investors
• Partner with Ecommerce, Marketing, Operations, Merchandising, and Accounting teams to evaluate business performance and identify growth opportunities
• Evaluate promotions, pricing strategies, inventory investments, and new initiatives through financial analysis
• Participate in cross-functional meetings to provide recommendations and actionable insights
• Collaborate with accounting teams to improve reporting accuracy and financial controls
• Maintain reliable reporting and planning processes within NetSuite and related commerce platforms
• Reconcile operational and financial data between Shopify, NetSuite, and other systems
• Identify opportunities to automate reporting and improve FP&A workflows
• Maintain data integrity and consistency across financial and operational systems

FP&A Analyst

• Build detailed financial models and analyses to enable business planning and strategic decision making at all levels of the business
• Maintain and evolve the company’s operating model
• Analyze trends and distill actionable insights to guide long-term strategy and day-to-day execution
• Support corporate finance workstreams including annual planning, forecasting, and board materials
• Establish excellent cross-functional relationships across the Company to source data, gather information, and deliver actionable, data-driven findings
• Deliver high-quality analysis that influences key business decisions
• Leverage AI tools and workflows to improve the speed, quality, and scale of work

Strategic Financial Analyst

• Under general supervision, learns to perform duties as a Financial Analyst on the Financial Planning and Analysis team.
• This position has the responsibility for supporting analytical activities related to financial planning and analysis for our consumer and commercial lending products (auto, real estate and credit cards) and expense analysis.
• Must be comfortable working with large amounts of data in multiple systems and can synthesize it into actionable insights.
• Frequent collaboration with other areas of the credit union is expected.

FP&A Intern

• Own the maintenance and quarterly refresh of consolidated forecasts (3+9, 6+6, 9+3)
• Support and help drive the annual budgeting process, including business unit input collection, consolidation, and executive review materials
• Maintain forecast assumptions, scenario logic, and version control across planning cycles
• Build and maintain monthly board reporting packages, including P&L performance, variance commentary, and KPI reporting
• Partner with the VP of FP&A to develop executive-level narratives on performance and trends
• Prepare materials for board meetings, audit committee meetings, and lender/investor reporting
• Support the monthly reporting process across actuals vs. budget, forecast, and prior year
• Analyze revenue, gross margin, and operating expense performance
• Identify root causes of variances and clearly communicate drivers and implications
• Support multi-year planning and strategic initiatives through scenario modeling
• Build flexible models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changes
• Partner with business unit leaders and shared services teams to connect operating metrics to financial outcomes
• Translate operational drivers (e.g., lead volume, RPO, channel mix) into financial performance insights
• Identify opportunities to improve FP&A processes, reporting, and data workflows
• Support efforts to automate recurring deliverables and improve reporting efficiency
• Perform deep-dive analyses for executive leadership on key business questions
• Develop clear, structured analyses to support decision-making across the organization

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Senior Financial Analyst

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Senior Financial Analyst

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Senior Analyst, FP&A

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Operations Finance Manager – Commercial

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Financial Applications Support Manager

FP&A Analyst

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FP&A Intern

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