Financial Planning and Analysis

• Report to the NA Finance Director and assume a strategic role in the overall management of the business unit.
• Have primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the business unit.
• Work closely with operational and commercial leaders to provide financial insights, improve profitability, and support sustainable growth.
• Assess organizational performance against both the annual budget and the business units long-term strategy.
• Develop tools and systems to provide critical financial and operational information to the Site Director and make actionable recommendations on both strategy and operations.
• Participate in key decisions pertaining to strategic initiatives, operating model and operational execution.
• Prepare and maintain regular financial planning reports; Monthly profit and loss forecast by division (vs. budget).
• Oversee cash flow planning and ensure availability of funds as needed.
• Manage work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic.
• Monitor all open legal issues involving the business unit/industry.

Senior Manager, Finance

• Support monthly, quarterly, and annual financial reporting
• Run variance analyses and identify trends, risks, and opportunities
• Play a key role in our strategic and operational planning cycles
• Build financial models for business cases and strategic initiatives
• Monitor KPIs and translate insights into meaningful recommendations
• Prepare presentations and insights for senior leadership, including the Executive Team
• Conduct scenario analyses to evaluate business decisions
• Drive improvements in financial processes, tools, and reporting

Financial Planning & Analysis Analyst

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor

• Compile and analyze financial information for the company
• Lead various financial projects
• Partner closely with business and finance leadership to deliver insightful analysis
• Develop measures to track, trend and forecast related impacts of organizational strategic initiatives
• Run pre-established reports as well as development of new reports for internal stakeholders
• Develop metrics to evaluate financial impact of proposed contracts
• Contribute commentary/insights into the business units performance based on area specific knowledge and analysis based results/indicators
• Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
• Perform financial forecasting and reconciliation of internal accounts
• Identify and research variances
• Handle complex and high level financial analysis
• Present and discuss analysis with upper management
• Lead forecasting and budgeting processes, including quarterly forecast submissions, maintenance of a rolling forecast, and assumption-based budget planning with scenario and sensitivity analysis
• Partner closely with adjacent finance and accounting teams to support month-end close
• Lead month-end financial reporting, delivering clear variance analysis, key trends, and actionable insights versus forecast and budget to VP-level stakeholders
• Drive financial and operational analysis through reporting, forecasting support, demand/capacity modeling, workforce metrics, and data-driven insights that inform business decisions
• Provide financial oversight for technology investments and workforce decisions, ensuring alignment with budgets, forecasts, and procurement policies
• Facilitate financial support for new technology purchases, ensuring compliance with financial and procurement policies, validating financial impact and budget alignment
• Partner with BTS (Centene's Business Technology Solutions) and operational leaders to support strategic initiatives, drive informed decision-making, and maintain financial transparency

Finance Analyst IV – IT 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

• Manages accurate, timely, and complete data supporting reporting and analysis
• Leads the facilitation of Excellerate’s financial reporting and analysis
• Assists in budget planning, facilitation, and consolidation
• Leads ongoing improvement and innovation of Excellerate's processes, procedures, and tools
• Facilitates accurate inventory management and transactions
• Analyzes Excellerate financial results, monitors variances, identifies trends, and makes recommendations
• Identifies project financial status (risk and opportunity) by analyzing actual results with plans and forecasts
• Leads ad hoc projects in support of creating value and efficiencies
• Develops new and actionable reporting, driving value through operational decision making
• Participates in the month-end close process and completes assigned month-end reporting
• Provides proactive financial analysis that delivers insight and helps drive better business decisions
• Facilitates provoking conversations and employs problem solving techniques to provide options, alternatives, and recommendations on budgets to department leads
• Performs other related duties as required and assigned

Operations Finance Cost Analyst II

• Cultivate and maintain strong, long-lasting relationships with a diverse clientele, including high-net-worth individuals, business owners, and expatriates.
• Provide personalized, investment advice and holistic wealth management services, encompassing goal based planning, tax optimization, estate planning, and portfolio management.
• Develop and implement strategies that consider clients' international assets, ensuring cohesive and tax-compliant financial plans.
• Leverage investment research from globally recognized firms like JP Morgan and offer a diverse range of model portfolios.
• Stay abreast of global and local financial markets, economic trends, and investment opportunities to provide timely and relevant advice.
• Work closely with internal teams, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive solutions.
• Ensure all financial advice and actions adhere to SEC regulations and other international standards.

Financial Planner, Investment Adviser

• Develop and maintain financial models to support business forecasting and planning processes.
• Analyze and interpret financial data, financial statements, and key performance indicators.
• Provide financial support for business decision-making by evaluating financial performance and identifying areas for improvement.
• Collaborate with cross-functional teams to drive operational improvements and cost savings initiatives.
• Prepare ad-hoc financial analysis and support special projects as needed.
• Develop and maintain financial reporting tools to provide visibility into business performance.
• Ensure financial data integrity and accuracy by maintaining financial data systems and controls.
• Other duties as assigned.

Senior Financial Analyst

• Own the end-to-end subscriber forecast for T-Mobile Prepaid and Connect by T-Mobile, including gross adds, disconnects, and churn.
• Develop, maintain, and continuously improve forecast models that reflect underlying business drivers and market dynamics.
• Use statistical and financial modeling techniques to analyze results and identify variances and underlying causes, opportunities, and risks.
• Provide actionable insights around trends, financial performance.
• Present findings to Senior Management, including suggestions for course correction
• Utilize analytical and modeling capability to perform scenario and sensitivity analysis to enhance decision making across a range of options and present findings
• Conduct scenario and sensitivity analysis to support strategic decision-making across a range of business options and outcomes.
• Track and report on key performance indicators across accounts, markets, and channels.
• Develop dashboards and reports that give leadership a clear, timely view of brand performance.
• Partner internally and with strategic partners to maintain sound accounting controls, audit readiness, and consistent processes and procedures.

Finance Manager

• Receives, validates and enters information into Finance systems.
• Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
• Monitors and updates controls to ensure compliance.
• Conducts independent analysis for the purpose of resolving complex and varied work process issues.
• Accurately process deposits for COBRA checks and provider refunds.
• Address customer service call logs concerning check tracers.
• Run financial reports and analyze data to support business operations.
• Assist with various financial operations tasks and projects as needed.
• Work closely with team members and other departments to resolve issues and enhance operational efficiency.

Financial/Accounting Operations Specialist

• 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

• Providing strategic financial leadership to support Vibrant Health’s mission, long-term sustainability, operational performance, and growth as an FQHC.
• Leading the development of timely, accurate, and actionable financial reporting, including budgets, forecasts, financial trends, cash flow projections, and KPIs.
• Directing and overseeing all aspects of the Finance & Accounting functions of Vibrant Health.
• Providing executive oversight of revenue cycle performance, including billing, coding, claims management, denials, collections, reimbursement accuracy, payer credentialing, and patient financial processes.
• Leading analysis and oversight related to payer reimbursement, Medicaid and Medicare payment models, FQHC reimbursement requirements, 340B program performance, and other funding mechanisms critical to health center sustainability.
• Establishing and maintaining strong relationships with all levels of employees including senior executives so as to identify their needs and seek full range of business solutions.
• Serving as the primary financial advisor to the CEO, Board of Directors, and Finance Committee, providing clear reporting and analysis on financial performance, budget performance, cash position, risks, opportunities, and long-term sustainability.

Chief Financial Officer

• 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

• 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

• Act as primary contact and escalation point for operational issues
• Receive and resolve inquiries from client, Client Management, COEs, BU Shared Services and BU Client Service and ensure timely resolution
• Maintain and monitor open items, issues, logs, project lists
• Address custom client requests, manage production activities of Client Support Specialists 1, 2 and Senior Specialists
• Coordinate the implementation of new funds, systems and processes
• Assist with client conversions and other client projects
• Identify and implement consistent operational best practices

Assistant Vice President, Alternative Investment Services Bank Loans Operations

Assistant Vice President – Alternative Investment Services, Bank Loans Operations

• Develop Client Relationships: Identify, establish, and manage new client relationships.
• Provide Financial Planning: Offer ongoing financial planning and investment management services.
• Conduct Reviews: Regularly review and update financial plans and portfolios.
• Educate Participants: Provide financial planning and education to retirement plan participants.
• Build Networks: Develop relationships with referral sources, centers of influence, and external partners.
• Travel: Be prepared to travel as needed.

Wealth Financial Advisor

• Responsible for leading the process of preparation and interpretation of complex risk adjustment, revenue or financial analysis for the Medicaid line of business.
• Has end to end ownership/management of Medicaid Risk Adjustment business processes and works across multiple Medicaid markets to drive holistic and consistent solutions.
• Leads risk adjustment and revenue initiatives aimed at improving business processes and, in some areas, developing innovative financial system solutions to reduce manual and repetitive work.
• Manages enterprise or Medicaid business unit activities related to business case development, ROI analysis, cost-benefit realization, and other support for company investments.
• Advises management by presenting solutions and recommended actions.
• Mentors and trains team members.
• Performs and documents complex risk adjustment, financial, and business analyses, including evaluations of financial and risk score performance, market nuances, and other revenue-related initiatives.
• Prepares detailed analyses and reports for leadership and collaborates closely with internal and external auditors.
• Partners with business teams to identify and implement strategic projects and risk adjustment programs that support company objectives.
• Ensures compliance with state and federal regulatory requirements for risk adjustment functions across the enterprise.

Financial Planning and Analysis jobs in Kansas

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Senior Manager, Finance

Financial Planning & Analysis Analyst

Financial Advisor

Finance Analyst IV – IT Finance

Financial Analyst

Operations Finance Cost Analyst II

Financial Planner, Investment Adviser

Senior Financial Analyst

Finance Manager

Financial/Accounting Operations Specialist

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Chief Financial Officer

Financial Representative

Financial Representative

FP&A Lead

Assistant Vice President, Alternative Investment Services Bank Loans Operations

Assistant Vice President – Alternative Investment Services, Bank Loans Operations

Wealth Financial Advisor

Financial Consultant Manager