Financial Planning and Analysis

• Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.
• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
• Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
• Presents sales activities at weekly wholesaling meetings.
• Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.
• Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
• Manages expense account within allotted budget.
• Performs other duties and responsibilities as assigned.

External Wholesaler

• Manage and direct financial functions of production facility including the annual financial plan, general accounting, manufacturing systems, capital plan and costing.
• Provide ongoing reporting and analysis to local Management staff in support of the company profit and growth objectives.
• Responsible for financial functions and reporting of the manufacturing facility. This includes G/L, AP, Bill of Materials, Timekeeping, Plant Inventory, 3rd Party Warehouses (3PL) and support department interfaces with IT.
• Facilitate monthly closings to meet established closing schedule and provide financial notes that analyze variances and forecast accuracy.
• Develop and track operational reporting metrics that translate into actionable business plans.
• Analyze financial results and provide insights to assigned business partners.
• Ensure all financial analysis and operational reporting is to the company standard.
• Review variances on a weekly basis with plants to understand root causes and implement corrective action.
• Manage plant inventory and 3PL Inventory control staff to ensure accurate physical inventory records and management accounting practices are adhered to.
• Engage plant leadership and supervisors to improve transactional discipline to ensure efficient and accurate inventory records in JDE and related EDI files for 3PL are maintained.
• Manage plant finance staff to provide accurate and timely financial data.
• Facilitate the personal growth of accounting staff and provide atmosphere that facilitates a performance culture and promotes job satisfaction.
• Ensure cross training and backup procedures are in place.
• Facilitate annual planning processes.
• Partner with Plant Leadership to establish an operating and capital budgets that promotes growth and reduces costs.
• Drive accountability into the plants to deliver the financial plan.
• Identify trends, risks, and opportunities to forecast and annual financial plans.
• Audit local procedures to insure all programs follow company policies.
• Offer feedback and direction to HQ departments on system or policy improvements required to insure effective results.
• Identify any potential risks and opportunities to the business and drive for improved financial results.
• Promote good project management practices across the plant on capital projects and continuous improvement programs.
• Cultivate a plant culture focused on continuous improvement to create fuel for growth.

Plant Operations Finance Manager

• Manage monthly forecasting, annual budget, and KPIs for GTM (Sales & Marketing) and G&A expense categories.
• Drive monthly budget vs. actuals analysis for GTM and G&A spend, explaining key variances and partnering with department leaders to achieve business goals.
• Own COGS analysis to protect and expand gross margin, pressure testing delivery and support staff, hosting, and services costs to ensure they scale efficiently.
• Partner with department leaders to track spending against budget, identify efficiency opportunities, and help guide resource allocation decisions.
• Own the calculation and ongoing tracking of core SaaS metrics, ensuring methodology is consistent, well-documented, and trusted by leadership.
• Maintain the driver-based operating model underlying the business, keeping it current as assumptions and business dynamics evolve.
• Own headcount reporting and planning in partnership with People/Talent teams, tracking hiring against plan and budget while continuously identifying areas of improvement.
• Own monthly top-line billings calculations for the Operator Qualification (OQ) product line, partnering cross-functionally to ensure complete and accurate reporting, building toward automation.
• Synthesize billings, expenses, and operational data into a clear narrative that identifies opportunities to accelerate growth.
• Build and maintain the OQ billings model, tracking actuals against plan and proactively identifying risks or opportunities.
• Develop analytics that go beyond reporting, surfacing trends, cohort behavior, and pricing/packaging dynamics within the product line.
• Lead the full Product P&L for the Operator Qualification line, ensuring leadership has a clear, accurate view of unit economics and profitability drivers.
• Lead the bi-weekly billings Flash report, giving leadership a timely, accurate pulse on performance ahead of monthly close.
• Build materials used in board reporting that translate complex financial data into clear, executive-level narratives and visuals.

Senior Financial Analyst, GTM Finance

• Responsible for working with high-net worth individuals identifying needs and developing relationships
• Reviewing financial goals and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• Developing a book of business to exceed established performance hurdles
• Prioritizing sourcing prospective clients, assessing customer needs, and executing customized solutions
• Recommending investment products suitable for prospects
• Balancing investment growth, referral activities, and administrative compliance

Financial Advisor – Louisiana/Mississippi Market

• Working with high-net worth individuals identifying needs
• Developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and capitalizing on referrals
• Assessing customer needs and referring customers to the appropriate internal specialists
• Executing highly customized solutions to meet client needs
• Recommending investment products and services based on objectives and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building
• Organizing and managing resources to run a productive practice
• Seeking expertise of specialists to identify planning and investment strategies for clients
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Merrill Advisor Development Program

• Serve as the primary financial advisor to the General Managers, ownership, and corporate leadership for all assigned hotels.
• Develop and execute annual operating budgets, capital budgets, forecasts, and long-range financial plans for each property.
• Analyze financial performance, market trends, and operational metrics to identify opportunities that improve profitability and asset value.
• Provide strategic recommendations regarding labor management, expense controls, revenue enhancement, and operational efficiencies.
• Partner with Revenue Management, Sales, and Operations to maximize revenue, GOP, and EBITDA performance.
• Provide financial oversight for all accounting operations across the three hotels.
• Ensure consistency in accounting practices, financial reporting, and internal controls throughout the portfolio.
• Review monthly financial statements, variance analyses, forecasts, and key performance indicators with each property's leadership team.
• Drive financial accountability by partnering with department leaders to improve business performance.

Area Director – Finance

• 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

• 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

• Perform monthly analysis and reporting of key information for senior management
• Work directly with client facilities to produce solutions that maintain a positive ROI
• Support with the financial planning and budgeting process
• Compile, evaluate, and transform information from various systems for financial analysis
• Build and maintain relationships with regional operators

Senior Financial Analyst

• 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

• Serve as the primary financial advisor to the General Managers, ownership, and corporate leadership for all assigned hotels.
• Develop and execute annual operating budgets, capital budgets, forecasts, and long-range financial plans for each property.
• Analyze financial performance, market trends, and operational metrics to identify opportunities that improve profitability and asset value.
• Provide strategic recommendations regarding labor management, expense controls, revenue enhancement, and operational efficiencies.
• Partner with Revenue Management, Sales, and Operations to maximize revenue, GOP, and EBITDA performance.
• Provide financial oversight for all accounting operations across the three hotels.
• Ensure consistency in accounting practices, financial reporting, and internal controls throughout the portfolio.
• Review monthly financial statements, variance analyses, forecasts, and key performance indicators with each property's leadership team.
• Drive financial accountability by partnering with department leaders to improve business performance.
• Maintain strong internal controls that safeguard company assets and minimize financial risk.
• Ensure compliance with all federal, state, and local tax regulations, licenses, contracts, insurance requirements, and legal agreements.
• Serve as the primary liaison for internal audits, external audits, tax filings, and ownership financial reviews.
• Ensure compliance with company policies and financial governance standards.
• Lead, mentor, and develop on-property accounting teams across all assigned hotels.
• Foster a culture of accountability, continuous improvement, collaboration, and service excellence.
• Support recruiting, coaching, succession planning, and performance management within the Finance organization.
• Promote consistency in financial processes and best practices across the portfolio.
• Translate financial information into meaningful operational insights for hotel leadership.
• Collaborate with Operations, Sales & Marketing, Revenue Management, Human Resources, Engineering, Food & Beverage, and Rooms leadership to support strategic initiatives.
• Evaluate business opportunities, capital investments, and operational initiatives through financial analysis and ROI modeling.
• Support ownership presentations and executive reporting with clear, data-driven recommendations.
• Maintain strong relationships with ownership representatives, banking partners, vendors, and external auditors.
• Stay informed on hospitality finance trends, regulatory updates, and emerging technologies.
• Travel regularly between assigned properties to provide on-site leadership, financial support, and operational partnership.
• Perform additional duties and special projects as assigned.

Area Director of Finance

• Build and maintain long-term financial projection models to support strategic planning initiatives and board/investor communications
• Partner with business leaders to understand operational metrics and translate them into financial insights
• Support financial due diligence for acquisitions, including data analysis, quality of earnings support, and operational metric validation
• Build and maintain acquisition and investment models, including purchase accounting inputs, valuation, synergies, and return analyses
• Assist with post-acquisition integration planning, including financial reporting alignment, forecasting, and synergy tracking
• Support de novo growth initiatives and special projects related to market expansion or new service offerings
• Help improve FP&A processes, models, and reporting tools to support scalability and data accuracy
• Work closely with Accounting to ensure consistency between actuals, forecasts, and long-range plans
• Leverage financial systems and BI tools to enhance analytical capabilities

• 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

• Completes, analyzes and reports on project goals and objectives while ensuring proper time management and productivity
• Reviews, documents, and creates reports relevant to financial transactions
• Prepares relevant internal & external reports including reconciliation and resolution of related financial reporting issues
• Creates and maintains financial records in accordance with project compliance requirements
• Maintains accounting and program internal controls; documents and escalates any findings and makes recommendations for improvements
• Performs quality control review of funds disbursement activities
• Communicates with supervisor any obstacles or items of concern
• Plans, coordinates and completes all aspects of disbursements related to project administration
• Documents procedures performed, findings and drafts/compiles work papers, reports and client correspondence
• Partners with internal tax professionals to complete tax filings and related procedures
• Participates in activities and supports relationships with external process partners

Staff II – Financial Management Disbursements

• Help prepare and deliver monthly financial reporting that’s accurate, timely, and easy for stakeholders to use.
• Analyze results vs. budget, forecast, and prior periods.
• Build analyses and models that help answer “what if?” and “what’s next?” questions.
• Support annual budgeting, planning, and periodic reforecasting.
• Work closely with finance partners to coordinate inputs, align on timelines, and deliver consistent, accurate updates.
• Maintain and improve reporting templates and financial models for efficiency, consistency, and accuracy.
• Bring strong attention to detail and pride into the work, checking outputs and meeting deadlines.

Financial Analyst – Financial Monitoring, Analysis

• Provide financial insight and guidance to ownership and executive leadership
• Lead budgeting, forecasting, and long-range financial planning
• Oversee accounting functions, financial reporting, and consolidations across entities
• Manage banking relationships, credit facilities, and capital structure

Chief Financial Officer – CFO

• Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals
• Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis
• Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities
• Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements
• Apply government reimbursement rules (e.g., Medicare/Medicaid) and ensure compliance with GAAP, company policies, and regulatory requirements
• Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances
• Mentor accounting staff, provide financial systems training, and support professional development within the finance team
• Present complex financial information and recommendations to senior leadership; collaborate cross-functionally with internal departments and external stakeholders
• Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization

Financial Planning and Analysis jobs in Louisiana

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External Wholesaler

Plant Operations Finance Manager

Senior Financial Analyst, GTM Finance

Financial Advisor – Louisiana/Mississippi Market

Financial Advisor – Merrill Advisor Development Program

Area Director – Finance

Financial/Accounting Operations Specialist

Financial Service Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Senior Financial Analyst

Assistant Director of Financial Planning

Area Director of Finance

Senior Financial Analyst

Financial Representative

Financial Representative

Staff II – Financial Management Disbursements

Financial Analyst – Financial Monitoring, Analysis

Chief Financial Officer – CFO

Senior Financial Analyst