Financial Planning and Analysis

• Manage the LIHTC Production team, including oversight of Production Officers and the underwriting team
• Collaborate with LIHTC leadership team to drive communication, alignment, and unity across the LIHTC platform; foster a culture of constructive feedback, creative problem-solving, continuous improvement, and enthusiasm for change
• Screen new opportunities and collaborate with Production Officers to make recommendations to Investor Relations and Head of LIHTC on which transactions to pursue
• Review and approve Investment Committee Packages and Letters of Intent
• Train and develop new and existing staff
• Monitor LIHTC market conditions, including pricing and legislative updates
• Collaborate with LIHTC Asset Management as needed on new and existing investments
• Originate and facilitate new business opportunities with Low Income Housing Tax Credits developers
• Ability to interface with senior management, investment committee, investor relations, legal, tax credit asset management, and other lines of business as necessary
• Work with legal throughout the lifecycle of each transaction to successfully construct and negotiate LOIs, term sheets, partnership agreements, and other partnership closing documents as required
• Extend the platform by opening new markets, leading new initiatives and/or launching new products that will ultimately become a part of Aegon’s standard offerings
• Effective leadership and management of team level and ministerial duties. This includes development, mentoring, and setting objectives for meeting department goals.

Managing Director – LIHTC Community Investments

• Serve as Tier 2 support for finance-related applications, troubleshooting and resolving system issues
• Manage user access (activations/deactivations) and respond to internal and external system inquiries
• Lead incident management for third-party applications, coordinating with IT/IS teams as needed
• Identify, implement, and support automation tools, AI solutions, and system integrations
• Analyze accounting processes to uncover opportunities for efficiency improvements
• Ensure data integrity across financial systems and maintain system uptime
• Act as a liaison between accounting users and technology teams
• Drive continuous improvement through data-driven insights

Workday Financials Analyst

• support accounting and operational processes through advanced review activities
• provide customer service support
• project coordination
• conduct audits
• coordinate training resources and process documentation
• assist with accounting-related projects and data research
• process service requests
• manage workflow across the department
• contribute to quality assurance efforts
• identify process improvements

Financial Professional, Compensation Consultant

• 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

• Define and manage a comprehensive product backlog spanning multiple platforms, including a web portal for customer account and credit origination management.
• A case management solution supporting workflows such as customer onboarding, annual reviews, credit line requests, dealer financing, and due date extensions.
• A PowerBI-based dashboard platform for portfolio and performance monitoring.
• A back-office finance system handling customer and program setup, billing, cash application, and credit management.
• Oversee API platform integration that enables seamless data flow across systems and external parties.
• Collaborate with business stakeholders, internal teams, and third parties to ensure delivery of scalable and compliant solutions.
• Develop clear, actionable epics, user stories, and roadmaps aligned with business priorities.
• Manage and document end-to-end testing plans, including UAT coordination and sign-off.
• Contribute to Agile ceremonies across six delivery teams (Scrum Masters, RTEs, QA/testers).
• Ensure alignment with enterprise architecture, security standards, and country-specific regulations.
• Act as a champion for data quality, accessibility, and integration across hundreds of internal and external systems.

Product Owner – Input Finance

• Deeply understand the needs of our business and customers to build clarity on the requirements to build a resilient, reliable product
• Influence stakeholders and engineers with the right data points by driving clarity and alignment
• Create and drive alignment to execute faster, communicate often and highlight risk early
• Collaborate extensively with cross functional teams, including Engineering, User Experience, Customer Success, and Go-to-market teams to drive the vision, roadmap and delivery of the product
• As an expert, you will partner with others to collect performance metrics and form hypotheses for complex technical needs in order to improve product development in multiple areas
• Use your insights and knowledge from enterprise customers, as well as broad technical subject matter expertise, to train and enable a scalable product

Senior Product Manager – Financial Reporting

• Leads the bank's liquidity management and funding operations
• Oversees daily liquidity positioning and maintains funding strategies
• Ensures compliance with internal policy limits and regulatory expectations
• Partners with finance leadership and ALCO to align treasury activities
• Provides expert analysis, reporting, and recommendations for liquidity and interest rate
• Monitors daily liquidity position and manages funding sources
• Prepares liquidity forecasts and performs stress testing
• Supports ALCO process and assists with interest rate risk modeling
• Analyzes deposit trends, loan growth, and cost of funds
• Supports month-end and quarter-end processes through financial reporting

Senior Financial Analyst

• Lead the product mapping process for advisors
• Drive accountability for investment product initiatives
• Review strategic approaches and effectiveness of product due diligence
• Develop appropriate solutions for recruit's product mapping decisions
• Make decisions in complex situations requiring knowledge of business areas
• Collaborate with onboarding team to drive initiatives
• Present at Advisor Recruit Due Diligence
• Assist new recruits to ensure comfort with onboarding

Onboarding Investment Consultant

• Evaluate clients' financial needs and goals to recommend appropriate insurance products.
• Develop personalized insurance plans that align with clients' long-term financial strategies.
• Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
• Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
• Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

Financial Planner, Ag Background

• 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

• Independently underwrite complex large-ticket equipment finance lease/loan facilities
• Perform comprehensive analysis of borrower financial statements, cash flow generation, leverage, liquidity, collateral coverage, and repayment capacity
• Assess qualitative and quantitative risk factors
• Prepare and present detailed credit recommendations and underwriting memoranda
• Serve as the primary credit resource for complex, high-exposure, or specialized transactions
• Evaluate transaction structure, collateral position, guarantor support, and other risk mitigants
• Recommend risk ratings and monitor relationships
• Partner closely with assigned Relationship Managers and other stakeholders
• Provide thoughtful challenge to transaction assumptions and identify emerging risks
• Mentor and provide technical guidance to Credit Analysts
• Assist management with training, onboarding, and development of less experienced team members
• Support special projects, strategic initiatives, portfolio reviews, regulatory examinations, and internal audit requests

Commercial Portfolio Manager III – Underwriter

• Extracts financial data from various accounting and information systems to perform appropriate analyses.
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
• Determines appropriate methodology to prepare information for use by others.
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Supports reporting needs including analysis and trend reporting.
• Participates in monthly and quarterly accounting processes to ensure accuracy and completeness of financial records.
• Participates on project teams or leads project teams.
• May participate in due diligence activities.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.

• Play a pivotal role in addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• Recruiting, training, and developing other financial representatives over time

Financial Representative

• Addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• The role can expand to include recruiting, training, and developing other financial representatives

• Lead, manage, and mentor the internal finance team.
• Oversee the relationship with and work product of a contracted accounting firm.
• Evaluate and advise on the optimal balance of in-house versus contracted finance functions over time.
• Develop and maintain financial policies, procedures, and internal controls.
• Drive continuous improvement of financial systems and processes.
• Serve as financial liaison to Canopy Farm Management, the Institute’s subsidiary business.
• Lead the annual organizational budgeting process in collaboration with department heads and the Executive Director.
• Develop and maintain multi-year financial forecasts.
• Manage cash flow planning and monitoring to ensure organizational liquidity.
• Prepare and present financial reports for the Board of Directors and Finance Committee.
• Coordinate and manage the annual audit process.
• Oversee risk management and internal control systems.
• Oversee financial reporting and compliance for grant-funded programs.

Senior Director of Finance

• Own our financial planning and analysis end-to-end, building the reporting, models, and forecasts that leadership relies on to make decisions.
• Automate departmental and executive reporting, own end-to-end. Management reporting (departmental P&Ls, exec dashboards, monthly/board exhibits) runs on durable, repeatable, low-touch pipelines they built — not manual rebuilds.
• Operates the full financial model with minimal oversight and high executive trust. Runs the model you architect — including the revenue line from BI — and owns the expense side outright: opex, margins, variance.
• Architects AI-enabled FP&A workflows, not just uses AI. Systematically cuts manual effort and improves data quality, building processes that outlast any individual analyst.
• Strategic thought partner to leadership and budget owners. Partners directly with department leaders on spend — surfacing variances, flagging risks, bringing a point of view and driving accountability through influence (escalating decisions to you, not approving them).
• Translates the numbers into decisions. Turns variance and business-health analysis into clear, stakeholder-ready narratives that help non-finance leaders move faster.

FP&A Lead

• Utilize subject matter expertise in the preparation, review and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.
• Review and perform analytics in the preparation of financial statements to ensure consistency and accuracy across all financial statements and disclosures in accordance with U.S. GAAP and SEC regulations.
• Collaborate with other finance team members with eXtensible Business Reporting Language (XBRL) tagging in the financial statements.
• Participate in the Management Discussion & Analysis process, financial statement footnotes, and non-GAAP disclosures as assigned by the Director of External Reporting.
• Assist department leadership team in implementing and enhancing reporting policies and procedures and evaluating the impacts of new regulatory reporting requirements.
• Share high-level knowledge of SEC regulations, U.S. GAAP and financial reporting tools with others in order to promote further development of the department.
• Provide a higher level of financial reporting expertise and accounting understanding to aid in solving problems in unique ways.
• Interact and communicate with external auditors, including management audits, to support the resolution of auditor inquiries and development of proper documentation for external auditors as required.
• Actively participate in the SOX and internal control environment over the external reporting process.
• Evaluate and enhance disclosure controls and procedures and internal controls over financial reporting.
• Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
• Work with other departments to ensure business issues are resolved.

Senior Specialist, Financial Analysis – External Reporting

• Provide financial leadership, expertise, and functional oversight within the Finance organization of the sustainability reporting and disclosures to be filed annually with the Dutch Authority for the Financial Markets (AFM) and the United States sustainability reporting requirements.
• Ensure timely filings meet reporting requirements of AFM.
• Serve as a key influence on the mission and vision of the department.
• Lead the development and operation of Environmental, Social, and Governance (ESG)/sustainability reporting to align with the Corporate Sustainability Reporting Directive (CSRD) of the European Union (EU) and sustainability reporting requirements in the United States.
• Ensure disclosures included in the CSRD report are consistent with ESG strategies defined by the company.
• Lead preparation of annual sustainability reports, including environmental reports, sustainability bond impact reports, and any related reporting requirements.
• Ensure consistency and alignment of public sustainability narratives, metrics, and claims across all channels.
• Oversee data collection, governance and assurance processes for all ESG-related disclosures.
• Responsible for department deliverables in area of expertise; provide guidance to team members.
• Provide leadership to the Sustainability Reporting team regarding resource prioritization, allocation of resources, and performance assessment of employees.
• Provide two direct reports with career development insights and build a strong team environment.
• Serve as a point person for ad hoc requests from other departments.
• Direct major change initiatives related to sustainability regulatory reporting (CSRD, enhancement of reporting tools, and data elements; ensure quality of work and delivery within timelines/budget.
• Partner closely with internal audit, compliance, external audit, and necessary areas within Financial Reporting to ensure accuracy and compliance of sustainability reporting.
• Develop strong relationships with external auditors and lead the resolution of issues identified by the external auditors during quarterly reviews and annual audits.

Director, Finance – Sustainability Reporting

• Lead the preparation, review and timely filing of SEC submissions, including Forms 10-K. 10-Q, 8-K,11-K, and other required filings.
• Manage the quarterly disclosure committee process, including issue identification and status updates.
• Ensure filings are accurate, complete, and compliant with SEC Regulation S-K, S-X, and U.S. GAAP.
• Oversee the drafting, XBRL tagging, quality checks, and cross-functional coordination for the disclosure material.
• Oversee treatment of reporting errors and control deficiencies.
• Responsible for department deliverables in area of expertise; provide guidance to team members.
• Provide leadership and oversight over Management Discussion & Analysis process, financial statement footnotes, non-GAAP disclosures, and executive summaries.
• Provide leadership to the External Reporting team regarding resource prioritization, allocation of resources, and performance assessment of employees.
• Provide five direct reports with career development insights and build a strong team environment.
• Serve as a point person for ad hoc requests from other departments.
• Direct major change initiatives related to regulatory reporting (SEC), enhancement of reporting tools, and data elements; ensure quality of work and delivery within timelines/budget.
• Serve as SOX process owner; understand processes and controls to ensure accuracy, completeness, and alignment of reporting processes with SOX compliance requirements.
• Strengthen disclosure controls and procedures and internal controls over financial reporting.
• Partner closely, regarding SEC reporting issues, with Investor Relations, senior leadership, and cross-functional teams.
• Develop strong relationships with external auditors and lead the resolution of issues identified by the external auditors during quarterly reviews and annual audits.

Financial Planning and Analysis jobs in Iowa

See all jobs on JobTailor

Managing Director – LIHTC Community Investments

Workday Financials Analyst

Financial Professional, Compensation Consultant

Financial Analyst

Product Owner – Input Finance

Senior Product Manager – Financial Reporting

Senior Financial Analyst

Onboarding Investment Consultant

Financial Planner, Ag Background

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Commercial Portfolio Manager III – Underwriter

Senior Financial Analyst

Financial Representative

Financial Representative

Senior Director of Finance

FP&A Lead

Senior Specialist, Financial Analysis – External Reporting

Director, Finance – Sustainability Reporting

Director, Finance – External Reporting