Financial Planning and Analysis

• Provides analysis to the particular area of the business they support
• Analyzes and reports on monthly financial statements and maintains databases and other sources of information
• Supports strategic projects leveraging financial and analytic capabilities
• Assists in the budget process
• Responds to Ad Hoc Reporting requests and answers questions from users

Financial Analyst

• Origination of small- to mid-ticket vendor financing programs
• Develop and maintain vendor leasing programs from qualified equipment manufacturers, distributors, dealers, and/or resellers
• Work with vendors and their customers to structure and present financing products for a variety of equipment
• Account management from application through funding
• Origination of new relationships while managing and growing existing accounts
• Negotiation of lease terms & pricing
• Facilitate the gathering of credit information for underwriting
• Provide front-line sales and support for financial products to manufacturers and equipment resellers
• Market the equipment finance 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

VP Sales – Equipment Finance – Vendor, Construction & Industrial

• Leading, coordinating, and participating in financial analysis, accounting, forecasting, and reporting activities
• Independently organizing and managing both special projects and a routine workload
• Review and pressure test key decisions to ensure the financial accountability of major projects, including M&A transactions, joint ventures, capital projects, new programs, program expansions, new ventures, and purchases
• Leads, trains, and reviews work product of assigned departmental staff
• Serves as a direct resource to operational management on financial analysis and regulations
• Ensures quality improvement by implementing professional standards, collecting and analyzing QA data, participating in interdisciplinary QA teams, and developing quality control measures through the effective use of sample audits

Senior Financial Portfolio Administration Analyst

• Provides analysis to the business area supported
• Analyzes and reports on monthly financial statements
• Maintains databases and other sources of information
• Supports strategic projects leveraging financial and analytic capabilities
• Assists in the budget process
• Responds to Ad Hoc Reporting requests and answers questions from users of the financial reports

• Support the monthly close cycle, rolling forecast, and executive reporting
• Own the financial narrative for enGen, including the monthly CFO close presentation
• Collaborate closely with the CFO and senior business leaders
• Advancing the team’s Power BI reporting capabilities and AI-driven automation initiatives
• Perform management responsibilities including hiring, coaching, and performance management

Manager – Financial Planning and Cost Analysis

• Own and lead the end-to-end accounting function: close, GL, reconciliations, technical accounting, and GAAP financial reporting.
• Lead and scale the accounting team (currently: Controller, Accounting Manager, and two Staff Accountants).
• Drive a fast, repeatable, and audit-ready monthly close process with strong documentation and controls.
• Own Tapcheck’s relationship with our Big Four auditor, including audit planning, deliverables, and execution.
• Build the finance foundation for future SOX readiness and SOC 1 efforts.
• Own FP&A including budgeting, forecasting, long-range planning, KPI reporting, and executive financial packages.
• Own treasury operations including liquidity planning, cash forecasting, and banking relationships.
• Own debt / capital markets activities including lender reporting, covenant compliance, and capital strategy.
• Own tax strategy and compliance, managing external partners and ensuring proactive, accurate execution.
• Improve finance systems, workflows, and automation to support scale (Workday experience strongly preferred).
• Partner cross-functionally to ensure financial rigor, operational alignment, and high-quality reporting.
• Establish the governance, reporting, and operational discipline required for IPO readiness (even if not immediate).

VP, Finance – Accounting

• 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

• Lead project and task management activities, including developing project work plans and managing the completion of work products.
• Review and summarize state and federal regulations (2 CFR 200).
• Lead and support compliance monitoring engagements of grantees and their subrecipients.
• Provide expert level technical assistance to grantees and their subrecipients.
• Support budget development and maintenance for grantees and subrecipients.
• Develop and implement process for project and grant level projections, reconciliation, and reporting.
• Conduct research and analysis and develop and deliver presentations for clients, stakeholders, and the public.
• Draft plans, reports, and assessments based on research and analysis.
• Support the development of client facing documents, such as policies and procedures, checklists, forms, trackers, and administrative guidance.
• Draft documents, memos, letters, and other formal communications to clients.
• Lead or support the preparation for meetings or workshops.
• Capture and compile notes from internal meetings and meetings with clients.
• Support Project Managers in the delivery of services to clients.

Senior Grant Manager – Financial Management

• 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

• Leads financial modeling and analysis to measure and forecast impact of various business decisions.
• Develops financial models for strategic business decisions and identifying opportunities.
• Provides General Managers with financial insights for profitable decisions.
• Owns annual budgeting, forecasts, and long-range planning for assigned markets.
• Manages workflow and analytical review of budget and forecast data.
• Drives the improvement and standardization of financial reporting.

Business Unit Finance Manager – Hauling

• Develop and maintain indirect consumer lending business.
• Train staff on products and services.
• Plan and market lending products.
• Monitor compliance and risk.
• Manage customer service, underwriting, and collection.
• Serve as senior lender in the group.
• Cross-sell bank products.
• Utilize knowledge of local competition.
• Establish procedures to monitor credit risk as per bank guidelines.
• Develop strategies to meet loan growth, deposit growth, and fee income goals.
• Ensure relationships and transactions align with the bank’s risk profile.
• Evaluate loan requests for dealer principals and partners.
• Analyze each applicant’s financial condition, cash flow, and credit history.
• Mentor and onboard new team members.
• Communicate key messages to customers, including meeting or exceeding sales goals.
• Perform other duties as assigned.

Regional Manager – Vehicle Finance

• Completes the annual budget
• Performs month-end close functions and compiles income statements
• Handles general ledger account reconciliations
• Reviews assigned accounts and issues patient refunds
• Prepares and posts all necessary journal entries
• Initiates quality improvements
• Analyzes financial and statistical data for decision making

Experienced Accountant – Financial Accounting

• Build and own updates to financial models for revenue, expenses, cash flow, headcount, and SaaS metrics
• Maintain and refine rolling forecasts and detailed budgeting templates
• Track and model SaaS performance indicators: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.
• Construct monthly, and quarterly financial reports and metrics and analyze variances
• Dive into ad-hoc analytics requests, extracting insights and translating them into explanations and recommendations
• Support financial diligence, valuation modeling, and scenario analysis for potential M&A opportunities
• Assist with integration modeling and post-acquisition performance tracking as needed
• Partner with Sales, Marketing, and Customer Success to understand drivers of performance and model impacts at a granular level
• Participate in and reviews aspects of the month end close process
• Lead Sales commission variable compensation calculation and financial administration
• Ensure financial data integrity and alignment between actuals and models
• Prepare and deliver regular financial reporting to the VP of Finance & Accounting, COO, CEO, and Board of Directors
• Clearly articulate model assumptions, limitations, and insights to non-finance stakeholders

FP&A Manager

• Manage all facets of the planning/forecasting cycles for the Organization.
• Perform management responsibilities including hiring and termination decisions, coaching and development, rewards and recognition.
• Plan, organize, staff, direct and control the day-to-day operations of the department.
• Direct the completion of revenue, claim and administrative expense components of the forecast.

Manager, Financial Planning and Cost Analysis

• Reporting to the Chief Accounting Officer, the Senior Manager of Financial Reporting leads the Financial Reporting department and is responsible for ensuring the integrity, accuracy, and timeliness of all external financial reporting for Pool Corporation (POOL), a publicly traded company.
• Oversee preparation and filing of all SEC-required documents, provide technical accounting expertise, manage complex quarterly processes, and partner with senior leadership and external auditors.
• Own the coordination and publication of Pool Corporation’s annual ESG report.
• Lead the preparation and review of all SEC filings, ensuring full compliance with SEC regulations, US GAAP, and internal policies.
• Serve as the internal subject matter expert on technical accounting issues, including new standards adoption and implementation.
• Collaborate with the FP&A and accounting teams during the annual budgeting and periodic forecasting processes.

Senior Manager, Financial Reporting

• 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

• Work closely with Finance Business Partners, Group Finance and the wider business to prepare and where required consolidate the 5 Year Plan, Annual Budget and monthly forecasts
• Create base schedules, maintain assumptions log and attend business meetings with Business Partners to support any conversations and capture inputs for final submission.
• Assist in the implementation of an Aggreko wide planning tool and process changes as well as FP&A related system upgrades
• Review, analyze and explain cost variances vs. budget and forecast as part of the month-end close working closely with the Outsource provider to resolve errors or to obtain greater understanding of the source data
• Assist the Business Partner within Group Finance with ad-hoc requirements relevant for the Group consolidation and analysis
• Assist in the preparation of business presentation materials where required and support the Finance Business Partner
• Assist in budgeting, tax charges and forecasting.
• Prepare and distribute business Performance Dashboard Metrics, month-end and year-end reports

FP&A Analyst

• 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

• Lead a municipal advisory and financial management practice serving rural communities and public entities
• Oversee a portfolio representing more than $7 million in revenue
• Provide strategic leadership and technical expertise in areas such as audit readiness, budgeting, financial planning, internal controls, and outsourced finance support
• Strengthen community fiscal sustainability and compliance
• Guide project teams and support the growth and scalability of the organization’s financial services practice
• Manage a $1M portfolio of fee-for-service contracts, ensuring high-quality client service, compliance, client satisfaction, and financial performance
• Support growth of the financial services practice through business development, client engagement, proposal development, pricing, and service expansion
• Provide technical financial assistance including audit preparation, financial statement support, general ledger review, reconciliations, and corrective action planning
• Advise clients on grant compliance, financial management best practices, internal controls, accounting system improvements, and regulatory reporting requirements
• Provide functional leadership and collaborate with cross-functional teams to deliver financial advisory services, support strategic initiatives, and advance organizational goals.

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Financial Analyst

VP Sales – Equipment Finance – Vendor, Construction & Industrial

Senior Financial Portfolio Administration Analyst

Financial Analyst

Manager – Financial Planning and Cost Analysis

VP, Finance – Accounting

Associate Vice Chancellor – Student Financial Services

VP, Investments Compliance Operations

Senior Grant Manager – Financial Management

Executive Director, Investment Data Management Operations

Business Unit Finance Manager – Hauling

Regional Manager – Vehicle Finance

Experienced Accountant – Financial Accounting

FP&A Manager

Manager, Financial Planning and Cost Analysis

Senior Manager, Financial Reporting

Financial Analyst, FP&A

FP&A Analyst

Strategic Financial Lead – Fractional or Retired CFO

Director, Community Financial Services