Financial Planning and Analysis

• This position provides Medicaid enrollment support and financial assistance services for community-based individuals.
• Screen and assist with all steps of the Medicaid and Charity Care/Other Assistance Programs enrollment process.
• Make/take phone calls related to the Medicaid and Charity Process to both patients and Medicaid state representatives.
• Gather, verify, evaluate, and enter necessary social, financial, and medical information into various forms/applications.
• Collaborate with on-site leadership and financial counselors to ensure timely submission of Medicaid or Charity applications based off program guidelines.
• Maintain proper certification and training on federal and state level (if required).
• Maintain a knowledge base of the current Medicaid/Charity/Other Assistance Programs within the state and keep up to date with ongoing changes to any policies and procedures – Federal, State, Organization.
• Meet or exceed daily standards for performance, accuracy, customer service, and quality.
• Performs other duties as assigned.

Financial Assistance Specialist

• Provide primary support for SPS’ financial reporting offering
• Process and report client’s financial reporting data
• Train client contacts to use Plan Sponsor Workstation (PSW)
• Participate in all operational aspects of the reporting process

Financial Reporting Manager – Stock Plan Services

• 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

• Leading financial planning, forecasting, and budgeting activities across the organization
• Overseeing performance reporting and key business metrics to support decision-making.
• Ensuring a strong internal control and audit environment through coordination with internal and external stakeholders.
• Managing financial operations, including close processes and vendor oversight.
• Developing and delivering executive and board-level reporting and presentations.
• Contributing to enterprise reporting initiatives and strategic projects.
• Leading, developing, and managing a high-performing team.

Director, Investment Finance

• The Director of Fidelity Digital Assets® Finance will be heavily involved in the process of continuing to build out the foundation of our Fidelity Digital Assets Services finance capabilities
• Drive new product and feature implementation across the broader Finance function
• Business case support including product level PL development
• Develop and implement new pricing capabilities, including client PLs, segment-level pricing strategies, and product pricing
• Development of financial data analytics and competitive updates to functional business heads

Director, Finance

• Serve as subject matter expert to Financial Advisors and Branch Associates to articulate information on mutual funds and ETFs
• Consult with Financial Advisors and Client Specialists to evaluate clients’ needs while navigating investment solutions including elements of financial planning
• Serve as a liaison between internal and external partners to ensure alignment with procedures and policies including but not limited to compliance, supervision and operations
• Maintain internal and external relationships and retain an in-depth familiarity with the investment products platform in support of Baird Financial Advisors and Portfolio Managers
• Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives
• Stay informed of industry and regulatory developments to help identify and address gaps within the investment products platform specific to mutual funds and ETFS
• Develop and deliver educational content that is relevant to Investment products specific to mutual funds and ETFs
• Proactively develop ideas and initiatives to sustainably grow the investment products platform
• Enhance internal processes to make investment products’ processes efficient and scalable
• Effectively partner on broader initiatives to grow, support and evolve the investment products platform
• Occasional travel is required for advisor/branch education and industry symposium education events

Investment Products Consultant

• Lead the development and implementation of the annual fiscal budget process for your region, ensuring alignment with organizational goals and objectives.
• Partner with senior leadership to develop and analyze financial projections and forecasts for the department, identifying and addressing financial risks.
• Use financial data and historical spending to provide direction to portfolio managers in the preparation of financial projections, ensuring spending plans are aligned with organizational objectives and risk tolerance.
• Coordinate with Program Quality & Impact team to ensure cost models and equivalencies are up to date.
• Conduct regular budget reviews to ensure proper and efficient use of resources and advise portfolio managers and budget holders on techniques for maximizing funds.
• Proactively identify funding gaps and provide strategic guidance to fundraising teams to ensure funding aligns with our strategy.
• Lead budget development for complex grant proposals by partnering with program directors to translate program needs into sound financial plans.
• Provide strategic guidance and support to direct reports on all aspects of the award management lifecycle with support from the USP Award Management Advisor.
• Conduct regular review of award portfolios, including oversight of life-of-award meetings, to identify and mitigate potential risks and coordinate with award staff to develop spend plans that align with scope of work and donor conditions.
• Review donor spending reports for direct reports to ensure data accuracy and compliance with donor and audit requirements.
• Advise Managing Director, USP Finance on needed updates to the USP subaward management manual to ensure accuracy and alignment with SCUS policy, federal and state regulations, and donor requirements while striving for efficiency in procedures.
• Manage team compliance with subaward manual including closeout, risk assessment, and financial monitoring.
• Lead the development of financial training materials and conduct regular trainings for USP finance and program staff on financial policies, procedures, and award compliance.
• Work with USP Finance Leadership to update USP financial policies and procedures and implement best practices across the USP Finance team.
• Manage the completion of needs assessments to identify staff training requirements, evaluate the effectiveness of training programs, and make improvements as needed.
• Develop and train both internal and external stakeholders on various financial topics including: Budget holder guidance USP financial policies and procedures Donor compliance and reports Federal regulations, i.e. 2 CFR 200, EDGAR, and others.
• Work with USP Finance Leadership to update annual partner training and ensure training needs are being met for both internal and external stakeholders for cost centers in your portfolio.
• Provide strategic direction, coaching, and performance management for a team of finance advisors responsible for cost center and award management, ensuring adherence to divisional financial policies and procedures.
• Delegate tasks effectively, ensuring timely completion and high-quality work.
• Provide coaching and mentorship to finance staff, fostering a positive and results-oriented team environment.
• Work with finance leadership to develop team goals and financial priorities.
• Acts as a backstop for your team as needed to ensure coverage during vacancies.
• Meet with direct reports to assign work priorities and troubleshoot issues as they arise.
• Train, develop, coach, lead, and supervise staff, clearly communicating organization, division and department priorities, and how their work contributes to our mission, ensuring that the working environment continually fosters diversity, inclusion, and belonging – supporting Save the Children values.

Senior Advisor, Finance Management

• 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

• Identify patterns in payment processing success, chargeback, and fraud rates by analyzing large quantity of data
• Monitor and forecast payment related metrics, such as acceptance rate and fraud rate, and predict customer behaviors through data analysis and modeling
• Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial and statistical modeling
• Monitor payment acceptance rates and track performance trends to proactively recommend adjustments to our payment processor allocation strategies when shifts occur
• Review transaction and chargeback data across various card brands, processors, and gateways to monitor performance trends, proactively identifying anomalies and recommending solutions to address issues.
• Make recommendations to improve operations, anti-fraud processes and system enhancements

Senior Financial Analyst, Payments

• Ensure compliance and accurate information provided to students.
• Review and audit files upon submission from the FAC’s.
• Create Award Letter and FASApp.
• Issue and maintain award letters as appropriate.
• Maintain/update the certified loan report.
• Complete the financial aid file once a student has gone through the entire process of FA.
• Help students obtain funding through various programs available.
• Prepare, explain and supply applicants with appropriate documents to make informed decisions regarding financial aid.
• Analyze timing of funding of students.
• Update Salesforce appropriately in the financial aid section regarding funding score, etc.
• Verify funding amounts and order funds as appropriate.
• Participate in financial aid meetings and events.
• Download vouchers and verify funding of those vouchers.
• Scan, upload and email vouchers as necessary.
• Issue borrower notifications.
• Provide exit counseling.
• Run enrollment reporting and add new student’s to NSLDS transfer monitor list.
• Perform miscellaneous duties as assigned.

Financial Service Analyst

• 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

• Own forecasting, budgeting, and long-range planning — build and maintain the financial models that drive the annual budget, quarterly and monthly forecasts, and multi-year strategic plans.
• Run the planning cycles end to end — partner with department heads to build plans that are both realistic and ambitious, and hold the process together as the single owner of FP&A.
• Turn results into insight — analyze actuals against budget and forecast, explain the variances, and translate what happened into what we should do next.
• Define and track the metrics that matter — develop KPIs and build clear, trustworthy dashboards and reporting that tell leadership the truth about performance quickly.
• Be a true business partner — embed with Sales, Marketing, Product, Engineering, and Operations to support strategic initiatives with financial analysis and a point of view.
• Inform the big decisions — prepare board-quality analysis and presentations for the executive team on financial performance, unit economics, and key business drivers.
• Support strategic and ad-hoc work — model scenarios for fundraising, new product launches, pricing, and market expansion.
• Raise the bar on how finance operates — drive process improvements across the FP&A function to make it faster, more accurate, and more scalable.

Strategic Finance Lead

• Establish, improve, and optimize process to support business operations and system integration
• Identify opportunities for automation and process improvement
• Create and maintain operational documentation and knowledge articles
• Analyzes and designs solutions to address varied and highly complex business needs
• Collaborate with businesses and technical areas to implement new or enhanced products and solutions
• Coordinate with external audits as appropriate
• Central contact with internal departments and external auditors

Financial Consultant – Finance Systems, Services & Automation

• Manages strategic projects, reports and analysis
• Leads the development and direction of selected issues and projects
• Supports complex, high-profile initiatives at the direction of the VP of Growth & Strategy
• Understands all aspects of the business and partners with executive leadership to define strategy
• Translates strategy into defined tactics, programs/projects priorities, and timelines
• Facilitates or leads discovery sessions with business unit and growth & strategy teams
• Builds and leverages relationships to provide innovative solutions
• Identifies and proposes opportunities to improve initiative’s results
• Propagates execution methods, techniques, or approaches that improve execution confidence
• Responsible for the development implementation and monitoring of line of business planning and project activities

Strategic Planning and Execution Director

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices.
• Continually train and develop Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors meet compliance standards.
• Manage the queueing system to ensure students are assisted in the proper time frame.
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning.
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.

Assistant Director of Financial Planning

• Support business case development, product analysis, and revenue performance insights
• Extract, transform, and validate data from Snowflake and other database/querying tools
• Partner with data analytics and business teams to ensure data accuracy and completeness
• Analyze key revenue streams, product performance, and business unit metrics
• Develop insights into drivers of revenue, cost, and profitability across products
• Source and structure data inputs required for forecasting and scenario modeling
• Identify opportunities to improve data quality, reporting, and analytical processes

Senior Financial Analyst

• 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.

Financial Planning and Analysis jobs in Kentucky

See all jobs on JobTailor

Financial Assistance Specialist

Financial Reporting Manager – Stock Plan Services

Financial Analyst

Director, Investment Finance

Director, Finance

Investment Products Consultant

Senior Advisor, Finance Management

Financial/Accounting Operations Specialist

Senior Financial Analyst, Payments

Financial Service Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Strategic Finance Lead

Financial Consultant – Finance Systems, Services & Automation

Strategic Planning and Execution Director

Assistant Director of Financial Planning

Senior Financial Analyst

Financial Representative

Financial Representative

FP&A Lead