Financial Planning and Analysis

• 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

• Serve as the RSS lead and primary solution analysis, design and configuration delivery for major initiatives including new client integrations, new product implementations, and strategic programs (e.g. Project Clarity and Optis, Self-Serve Customer Portal)
• Provide solution design and build leadership for work spanning multiple L3 teams leveraging Debt Manager and other recovery applications
• Lead configuration, FDS creation/updates support financial postings and reconciliation, implement and deploy application configurations for projects involving host systems (Fiserv, VisionPLUS, GECOM) updates and associated impacts to ledgering, accounting, payment posting, and reconciliation systems/applications
• Partner with AVP, Recovery Systems Interface & System Monitoring Lead, AVP, Recovery Financial System, AVP, Recovery Systems Solutions Manager on key control activities, reconciliation and system monitoring as needed
• Collaborate with maintenance/support teams on remediation analysis and validation, including sign-off verification to confirm accurate parsing, processing, and implementation results
• Support RSS risk and control execution in partnership with the Process Governance COE, including annual/periodic requirements (RAQ, PRCSA, PRC, and process maps) reviews, evidence gathering, and support agreed upon issue of remediation delivery
• Partner with Compliance and Legal to implement and enhance controls aligned to Critical to Compliance (CTC) and Critical to Quality (CTQ) requirements for RSS
• Assess downstream operational impacts of technology and strategic changes; lead process redesign and recommend operating model or organizational adjustments as needed
• Work with RSS technical teams, SMEs, and testing teams to ensure accurate prioritization and implementation
• Outline script scenarios with QA and UAT teams based upon project scope and solutions
• Identify continuous improvement opportunities to strengthen compliance with banking regulations and retail finance collections policies and procedures
• Ability to support change management master configuration process during the implementation of new and/or enhancement to existing Debt Manager solutions
• Perform other duties and/or special projects as assigned

AVP, Recovery Systems Solutions – Financial Systems Configuration

• Manage the department with respect to workflow, production, and quality standards
• Review and participate in budget and financial forecast processes
• Review and analyze reports, records, and directives
• Evaluate and update policies and procedures of the department to improve quality
• Prepare and analyze reports on departmental and organizational activities
• Develop and maintain financial models to support forecasting, workforce capacity planning
• Partner with operational leaders to translate business demand forecasts into staffing and financial plans aligned with organizational objectives
• Analyze workforce, operational, and financial performance metrics to identify trends, risks, and opportunities for improvement
• Prepare and present financial analyses, forecast updates, and variance explanations

Manager, Financial Planning

• The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning
• Serves as an advisor to affluent clients with sophisticated investment needs
• Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance
• Develops networks with third party referral sources to develop new business
• Partners with internal bank specialists to provide a full array of expertise to clients

Senior Financial Advisor

• Responsible for the oversight of Financial forecasting and reporting of a multi-site Region
• Responsible for providing insight and analysis of financial operating results
• Identifies trends and provides recommendations for various profitability drivers
• Determine the key drivers of variances versus plan and last year's results
• Identify underperforming customers and vendors and the key drivers of profitability
• Key business partner to the sales teams and helping to grow sales and win in the market
• Contract development, processing, tracking, and performance reviews
• Make recommendations to management to improve profitability
• Directly manage and support the local Finance team in FP&A activities, reporting and analytics
• Provide specific analysis as to the key drivers of SG&A expenses and the key drivers as to variances to plan and last year
• Identify opportunities to control costs and reduce expenses
• Quantify the financial impact of key cost control initiatives
• May participate in the credit committee and other initiatives
• Assist Region Vice President Finance and Market Vice President Finance with the preparation in the Region forecast
• Ensure overall trends and the impacts of key initiatives are reflected accurately in the monthly Region forecast
• Work with each department to ensure they understand the overall forecast
• Play a key role in the preparation of the annual profit plan (AOP)
• Assure overall trends and the impacts of key initiatives are reflected accurately in the annual profit plan
• Participate in the recruiting and training of the finance analyst
• Responsible for performance management and development of finance analyst
• Individual must champion and be the local expert in Sysco's analytical toolbox
• Monitor and recommend on methods to improve profitability of customers

Region Finance Manager – Commercial

• 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

• Lead the operational execution of investment compliance across the investment lifecycle
• Direct and develop a team of managers and professionals responsible for compliance operations
• Oversee guideline coding and compliance rule governance
• Provide enterprise oversight of compliance monitoring and attestation processes
• Ensure execution and governance of sanctions, watchlist, and restricted party screening
• Operationalize global compliance requirements

VP, Investments Compliance Operations

• RCM Oversight: Lead and grow the RCM team to ensure precise billing, collections, and reconciliation between invoiced services and cash receipts, enhancing quality of earnings and cash flow predictability.
• Financial Reporting & Analytics: Elevate financial and operational reporting by integrating franchisor system data, building dynamic financial models, and providing executive-level insights and board communications.
• Cash Flow & Forecasting Management: Establish and maintain strong cash flow reporting and forecasting processes to back strategic reinvestment and growth, including organic expansion and acquisitions.
• Cross-Functional Partnership: Work closely with business owners and operational leaders to align finance with sales-driven growth strategies, balancing operational discipline without slowing momentum.
• Transaction Readiness & PE Interface: Ready the finance function and reporting infrastructure for potential private equity deals, acting as a key finance leader through due diligence and exit activities.

Head of Finance

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning.
• Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights.
• Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way.
• Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking.
• Develop and maintain financial models that support strategic initiatives and operational planning.
• Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights.
• Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation.
• Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment.
• Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

FP&A Manager

• Own the day-to-day operational execution of investment data management and quality function
• Oversee end-to-end SMF creation and maintenance operations
• Govern asset taxonomy and classification standards
• Own implementation and monitoring of data quality rules and exception thresholds
• Oversee position reconciliation operations
• Monitor and report on data quality exception trends
• Maintain a robust control framework across data management workflows
• Serve as primary operational point of contact for Investment Accounting, Portfolio Management, Risk, Compliance, and Technology
• Lead and develop Directors, Senior Analysts, Analysts, and Associates
• Drive process improvement and automation initiatives

Executive Director, Investment Data Management Operations

• 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

• Own and maintain the enterprise-wide financial model supporting T-Mobile’s Long-Range Plan
• Drive deep-dive financial analysis to identify key drivers, risks, and opportunities
• Partner cross-functionally with FP&A, Corporate Strategy, Accounting, Deutsche Telekom, and other stakeholders
• Develop and deliver executive-level presentations for Senior Leadership
• Analyze complex business scenarios and initiatives and translate them into financial implications
• Identify and implement process improvements, including automation and enhanced reporting solutions
• Serve as a subject matter expert on key enterprise initiatives and their financial impacts

Finance Manager – Long Range Planning

• Contacts the patient or family by phone or in person to ask them questions about sponsorship linkage
• Complies with Medicare/Medicaid rules and regulations
• Screens patients with financial needs and assists them in finding payment resolution for their accounts
• Negotiates settlements, insurance, public assistance, payment arrangements, charity or bad debt
• Updates patient account information and patient demographic information appropriately
• Reviews the account within 1 business day to assure verification and pre-certification are complete and accurate
• Determines possible Medicaid or Disability linkage for patients as needed
• Works daily WQS consisting of all unsecured accounts
• Assists walk-in customers requesting assistance, and customer service calls with questions
• Processes Care Management Team referrals for Sponsorship
• Responsible for Point of Service collections and EPIC documentation when applicable

Patient Financial Advisor – Home Infusion

• Explain analyses to senior leadership that will influence their strategic decisions
• Create and determine return on investments for a project or product
• Navigate in Microsoft Excel and Microsoft PowerPoint to turn raw data into effective presentations or reports
• Collaborate with a diverse group of business partners across all of UMB’s footprint

Senior Financial Analyst

• Work directly with senior leadership to support the evaluation and execution of transactions, including acquisitions, minority operating and passive investments, and strategic partnerships.
• Build and maintain financial models across transaction types, including valuation, accretion/dilution, synergy quantification, and entry-multiple sensitivity analysis; underwrite expected return profiles (IRR, MOIC) and downside scenarios for all investment opportunities
• Coordinate financial, commercial, legal, and operational due diligence workstreams across internal teams and external advisors
• Prepare Investment Committee memoranda, deal summaries, and executive presentations supporting decision-making
• Evaluate private investment opportunities across venture capital, growth equity, infrastructure-adjacent, and strategic platforms across M&A, IPO, and secondary exit pathways
• Monitor active investments and prepare quarterly portfolio reporting on performance, risks, and value-creation initiatives; engage with portfolio company management to track performance against investment thesis
• Support development, evaluation, and funding of P3 and privately financed projects; build and maintain project finance models incorporating construction draws, debt service (DSCR, LLCR), and capital structure scenarios; assess equity, mezzanine, and debt structures
• Support post-close integration planning and participate in value creation workstreams alongside operations leadership

Corporate Development – Strategic Investments Associate

• 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

• 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

• 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

• Own AI-driven transformation of FP&A workflows
• Identify high-value use cases across Network and IT finance
• Replace legacy Excel/manual models with scalable, automated solutions
• Design and deploy agentic AI solutions
• Build or orchestrate agent-based systems leveraging modern AI platforms
• Implement workflows that integrate reasoning, retrieval, and execution across financial datasets
• Integrate enterprise data ecosystems
• Connect and normalize data across Snowflake, Azure, and other platforms
• Incorporate structured and unstructured data from procurement, accounting, network systems, and IT
• Train and guide finance teams on how to use AI tools and agent-based workflows
• Establish best practices for prompt design, agent configuration, and model governance
• Partner with Technology, Security, and Data teams on storage, retrieval, and access patterns
• Interface with ERP/EPM transformation efforts
• Ensure AI solutions integrate into long-term finance systems architecture

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