Financial Planning and Analysis

• Provides in person and virtual counseling for all participants
• Offers financial planning advice via in person, phone and video chat
• Counsels participants on their pension plans, tax deferred annuities and other investment options
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service
• Develops and maintains strong relationships with Institutional Plan Sponsors

Financial Consultant

• Track, evaluate and perform due diligence for investment advisory offerings across Liquid Markets, Structured Products, and Alternatives
• Prepare ad hoc and ongoing investment analysis for weekly investment team meetings
• Prepare investment memos, investment analysis, and general market update materials
• Collect, validate, and maintain financial data from multiple sources
• Collaborate with client solutions, investment product, and performance teams to improve processes
• Support financial modeling and scenario analysis for team projects and financial requests from senior management
• Be involved with special teamwide projects as needed.

Investment Analyst

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams (TPA fees, recoveries, subrogation, salvage).
• Collaborate with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate and timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement initiatives.
• Assist in developing financial models and tools to enhance claims analysis and forecasting capabilities.
• Stay informed on industry best practices and regulatory changes to continuously improve reporting processes.

Senior Claims Finance Analyst

• 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

• Manage and maintain the client business accounts and serve as a resource to clients and their families regarding treatment funding options.
• Handle all third party insurance processing for patients, including determination and verification of benefits, financial interview with clients or guardians, and follow-up of financial commitments, while checking for consistency of commitments.
• Conduct individual case benefit negotiations with the guidance of the supervisor.
• Provide information for staff relating to client financial information. Notify staff as to proper funding classification per current procedures.
• Conduct registration with all new/returning clients, including, but not limited to, concurrent documentation in EHR of demographic information, reviewing and ensuring completion of opening paperwork, and effective communication to clients and staff regarding admission- site specific.
• Conduct Medicaid/Medicare or other insurance coverage verification and confirm/update Financial Eligibility and Authorizations (as applicable) on all new clients and at least once/month on all open clients.
• Assist clients with the Medicaid Application process as needed and applicable.
• Coordinate payment activities consistent with patient/agency agreement. Receive client payments and maintain accurate payment handling and documentation according to current SOP.
• Maintain accurate funding documentation as related to daily census activity as applicable.
• Assist clients with the Patient Assistance application process and track the granting and application of Patient Assistance funds.
• Complete Medicaid/Managed Medicaid/Commercial Insurance authorization requests timely per SOP.
• Enter into EHR authorizations for all guarantors as applicable.
• Provide appropriate documentation and reports designed to assist in fiscal management of the agency.
• Understand and comply with all of the principles established by the Rosecrance Corporate Compliance Program and Code of Conduct.
• Perform all responsibilities in compliance with the mission, vision, values and expectations of Rosecrance.
• Deliver exceptional customer service consistently to every customer.
• Serve as a role model for other staff, clients and customers and demonstrate positive guest relations in representing Rosecrance.
• Assume other related responsibilities as assigned by management.

Financial Advisor

• Provide centralized oversight to enterprise budgeting, planning, and analysis
• Lead a team of managers and analysts to support financial planning, analysis, and reporting of expenses and fee income at the functional level
• Collaborate with leaders across the organization to develop the annual financial plans and quarterly forecasts
• Develop trusting relationships with leaders throughout the organization to advise on optimal expense structure and fee income
• Identify data trends and variances, making recommendations for root cause and corrective actions
• Strategically help leaders solve problems and develop reasonable plans that balance functional needs with enterprise financial/profitability goals

Director, FP&A Business Partner

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Financial Advisor – Leadership Skills

Financial Planner

• Drive growth of TransUnion’s Community Financial Institutions business by leading end-to-end sales pursuits and aligning solutions to client needs.
• Own the full sales lifecycle, including prospecting, relationship development, presentations, contract negotiations, and seamless handoff to account management.
• Deliver compelling value-based presentations, develop tailored solutions, address objections, and successfully close new business.
• Partner with internal teams and sales peers to expand relationships with existing customers, driving cross-sell and upsell opportunities.
• Leverage internal resources, market insights, and customer feedback to shape sales strategy, support product innovation, and represent TransUnion at client meetings and industry events.

Industry Executive – Community Financial Institutions

• Responsible for the data capture, analysis & reporting of data information to assist the Trinity Health leadership team achieve operational efficiency
• Responsible for auditing of department information, producing reports & suggesting improvements to processes
• Provides knowledge & expertise in the program, services & applications
• Researches, collects & analyzes information
• Identifies opportunities, develops solutions, & leads through resolution
• Collaborates on performance improvement activities
• Responsible for distribution of analytical reports
• Utilizes multiple system applications to perform analysis, create reports & develop educational materials

Senior Analyst, Financial Operations

• Overseeing the Company’s external reporting function
• Lead team and work closely with cross-functional teams
• Prepare the Company’s SEC filings on Forms 10-K, 10-Q, and 8-K
• Preparation and review of financial statements, footnotes, and MD&A
• Review of other external financial communications to ensure compliance with U.S. GAAP and SEC regulations
• Review and analyze deliverables from across the Company monthly, quarterly, and annually
• Support various technical accounting matters, including the implementation of new accounting standards
• Ensure compliance with the Company’s SOX requirements and internal control framework
• Mentor and develop staff while leading process improvements and efficiencies.

Director, Financial Reporting

• Oversight of the Midwest Region’s financial personnel and processes.
• Analytical support for all activities and processes of Plant Leadership teams in the Midwest Region.
• Key processes include monthly close, monthly financial forecasts, annual operating plans and compliance matters.
• Analysis and evaluation of the Region’s monthly operating results, annual budgets, monthly production and financial forecasts, and weekly results reporting.
• Provide analytical support for cross functional projects including but not limited to customer profitability analysis and pricing.

Finance Manager

• Lead all Finance Operations overseeing the finance teams of 8 manufacturing sites located in Europe and the U.S.
• Business partner with the Biologics and Diagnostics Platform Leaders, on defining and implementing a holistic long-term manufacturing strategy, driving “Make” cost levers to deliver required levels of service at the appropriate cost in a sustainable manner
• P&L Accountability for delivery of “Make” and Move Long Term Plan, Budgets, Forecasts
• Partner with Platform Lead & LT to deliver Cost (P&L) & Cash (Capex & Inventory) Plan
• Oversee monthly accounting close process and timely and accurate reporting of financials
• Ensure reported financial position is in accordance with US GAAP
• Evaluate "Make" cost performance and identify any trends that need further performance analysis or intervention
• Lead deep-dives to fully understand and address financial performance issues
• Present financial position with Platform Lead at Monthly, Forecast and Plan reviews to business leaders
• Partner with Platform leadership team to deliver productivity targets
• Lead, define and evolve Team organization, processes and structure to advance the teams’ and individuals’ development, capabilities, career progression and service level to the business
• Create a workplace that fosters teamwork and strengthens communication within and outside the department
• Capital Project oversight: Lead major Capex Investment proposals (CPAs)

Senior Director, Finance Lead – Biologics and Diagnostics Manufacturing

• 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

• The Equipment Finance Portfolio Manager Sr analyzes, assesses, and documents the critical components of a credit decision.
• This role conducts industry and company research, prepares accurate and timely credit approval documentation, and participates in and/or decisions credit approval presentations.
• The Equipment Finance Portfolio Manager proactively evaluates credit decisions and opportunities to mitigate associated business risks relying on established Huntington policies, procedures and legal and regulatory requirements.
• In addition, this position owns primary responsibility for underwriting quality and works closely with Equipment Finance Sales Executives and Regional Credit Officers.
• Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Equipment Finance Sales Executives, and Regional Credit Officer.
• Utilizes Huntington National Bank’s (HNB) financial spreading software to analyze year end and interim financial statements.
• Utilizes the Bank's risk rating model.
• Prepares credit approval document.
• Accurately and appropriately analyzes financial statements, calculates cash flow coverage, leverage, and other relevant financial ratios; discusses deal-specific cash flow modifications and determines for reasonableness.
• Presents underwriting document incorporating financial, business, industry and risk analysis in a concise effective manner.
• Manages delinquencies, collateral exceptions, portfolio reviews, specialized reporting, annual reviews, criticized loans, etc.
• Performs other duties as assigned.

Senior Commercial Portfolio Manager – Equipment Finance

• 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

• Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors.
• Adapt department plans to address resource and operational challenges.
• Operates mostly within their own function, but participates in cross-functional initiatives.
• Understand and communicate directives from senior management.
• Maintain quarterend/yearend calendars to ensure all tasks are completed on time and accurate.
• Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos.
• Identify potential accounting issues/errors and escalate appropriately.
• Create, submit and approve journal entries.
• Prepare quarterend Management Powerpoint decks and present the deck in management review meetings.
• Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget.
• Review, design and implement process and control improvements for Capital Reporting.
• Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Senior Specialist, Financial Analysis

• 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

• Lead the annual Member financial planning process, including production, expense, loss, cash and balance sheet planning, as well as quarterly reforecasts.
• Ensure financial plans appropriately balance operational investment, expense discipline, and Member value.
• Oversee the preparation of Member-related financial reporting and analysis, including expense allocations, by-line financials, and drivers of Member earnings.
• Ensure transparency and consistency in cost allocation methodologies, in coordination with accounting and corporate actuarial.
• Translate complex financial results into clear, actionable insights for Members, leadership, and internal TMG stakeholders.
• Provide financial leadership and analytical support for Member-owned strategic initiatives, product and service offerings, operational improvements, and Member service enhancements.
• Conduct cost-benefit analyses, ROI assessments, and financial impact modeling (including expense vs. capitalization considerations) to support informed decision-making.
• Support due diligence and financial modeling related to Member related M&A activity, joint ventures, and other strategic growth opportunities.
• Provide insight on financial risks and opportunities arising from strategic initiatives.
• Serve as a trusted financial advisor to Member executive leadership, TMG business unit leaders, and other Member-facing teams.
• Partner closely with Accounting to ensure alignment between FP&A outputs, statutory reporting, and underlying financial records.
• Collaborate with Corporate Actuarial on financial projections and Member-level financial insights.
• Lead and support finance transformation initiatives, including enhancements to FP&A systems, business intelligence tools, reporting automation, and planning processes.
• Establish and improve financial governance, metrics, and analytical standards to strengthen decision-making and accountability.
• Continuously improve data quality, reporting efficiency, and analytical rigor.
• Assist in the preparation of Member-owned materials for rating agencies, regulators, auditors, and other external stakeholders, as applicable.
• Provide financial analysis and support for regulatory filings and Member communications as needed.
• All other duties as assigned.

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