Financial Planning and Analysis

• Manage project finances and accounting
• Develop and monitor program budgets
• Review reimbursement requests
• Verify allowable costs
• Prepare federal financial reports
• Coordinate audits
• Oversee internal controls
• Monitor cash flow
• Support financial forecasting
• Supervise project accounting activities

Finance & Accounting Manager – EMR Modernization

• Set the long-term financial direction for the organization and model the cost of ongoing and future programs and operations, with a particular focus on treasury management.
• Support decision-making by providing insight into MCD’s financial performance and future outlook.
• Ensure transparency, accountability, and proper budget management.
• Lead the annual budgeting process through Board of Directors’ approval.
• Oversee the twice annual budget reforecasting process.
• Prepare monthly financial statements as well as budget reports for all project and overhead accounts.
• Ensure timeliness, accuracy, and usefulness of regular and ad hoc financial information provided to staff members, Board of Directors, funders, and regulatory agencies.
• Work closely with programs staff to ensure that MCD’s projects achieve >90% of spending to budget/forecast.
• Ensure that MCD follows U.S. Government/IRS and donor regulations.
• Manage annual external audit and submission of the Form 990.
• Periodically review and update financial policy, procedure, and controls to maximize effectiveness and mitigate risk.
• Work together with the Chief Operating Officer to ensure programs are compliant with national, state, and local regulations in all jurisdictions where MCD Global Health operates, both domestically and internationally.

Chief Financial Officer, CFO

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• Play a key leadership role in technology and process assessment of an assigned Finance functional area and present recommendations on initiatives, product design and delivery to leaders and Finance product owners.
• Provide delivery-focused input into feasibility, sequencing, and execution considerations during product discovery and design to ensure that solutions align with company strategy and will have a significant impact on Finance’s value delivery, partnership engagement and contribution to Enterprise Transformation goals.
• Create business plans for assigned projects including the development of complex financial cost benefit modeling, and track performance against those plans through delivery and post-implementation.
• Research, analyze and synthesize significant amounts of information to quantify and identify business opportunities and issues
• Leverage broad Finance, operational and transformation expertise to ensure solutions are executable, scalable, and aligned to delivery objectives while supporting business goals and delivery efficiency gains to reduce costs to Finance areas while improving the experience for our customers.
• Simplify and reimagine processes to create transformational experiences through digital assets
• Lead change management, operational readiness, and business adoption efforts with clear accountability for adoption and business readiness at go-live, while acting as a champion of change leading organizations through digital transformations.
• Independently conduct complex quantitative and qualitative analysis to inform delivery decisions, risk mitigation, and execution planning.
• Constantly operate with a value delivery and partner centric mindset and leverage the ability to analyze the most important requirements of a solution that can help drive business solutions and improve the employee and partner experience.
• Own and lead end-to-end delivery of large transformation initiatives with a focus on ensuring timely delivery, quality execution, active management of risks and dependencies, and achievement of intended business outcomes.
• Leverage data and reporting to track delivery progress, communicate status, and ensure transparency of outcomes to Finance leaders, while proactively identifying risks and taking corrective action to ensure successful execution.
• Serve as a transformational leader by mentoring lower-level staff and at times may directly manage a small team of professionals.
• Establish strong, effective and collaborative partnerships with key business area leaders, project managers and subject matter experts to ensure alignment, execution discipline, and successful delivery outcomes.
• Ensure clear ownership of deliverables across initiatives, eliminating ambiguity in roles, accountability, and execution
• Collaborate with Product Owners, Finance subject matter experts, Finance change resources, and IT professionals, while managing across initiative and technical dependencies to deliver value.
• Maintain strong knowledge of emerging external trends in digital technology solutions.
• Define and track success metrics for initiatives, ensuring delivery of measurable business value and intended outcomes.
• Identify, manage, and mitigate delivery risks, dependencies, and trade-offs across initiatives and other workstreams.

Director, Finance Transformation – Finance Data

• Set the long-term financial direction for the organization and model the cost of ongoing and future programs and operations, with a particular focus on treasury management.
• Support decision-making by providing insight into MCD’s financial performance and future outlook.
• Ensure transparency, accountability, and proper budget management. Lead the annual budgeting process through Board of Directors’ approval.
• Prepare monthly financial statements as well as budget reports for all project and overhead accounts, making sure that funds are spent as per donor intent.
• Ensure that MCD follows U.S. Government/IRS and donor regulations. Manage annual external audit and submission of the Form 990.
• Work together with the Chief Operating Officer to ensure programs are compliant with national, state, and local regulations in all jurisdictions where MCD Global Health operates, both domestically and internationally.

Chief Financial Officer – Contingent

• Own the strategy and rollout plan for financing programs delivered through external lenders/tax equity partners
• Identify and assess banks, specialty lenders, tax equity investors, and platform providers
• Define the program requirements we bring to partners and translate partner offerings into clear internal sellable programs
• Own unit economics and pricing recommendations in partnership with Finance
• Identify, analyze and execute strategic transactions to grow the residential business
• Coordinate training and enablement for Sales, Operations, and installer partners
• Work with Legal/Compliance to ensure partner offerings align with applicable consumer finance requirements
• Lead the internal governance process for new financing partners/programs
• Lead end-to-end rollout of partner financing programs
• Serve as day-to-day business owner for key financing relationships
• Build and mentor a small, high-impact team

Director, Financial Products

• 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

• 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

• Lead the development, consolidation, and execution of IOS OPEX and CAPEX budgets, including annual planning and in-year forecasts aligned to organizational and corporate objectives.
• Oversee the preparation of monthly, quarterly, and annual financial analyses, ensuring accurate tracking of actuals versus budget and clear visibility into variances, risks, and opportunities.
• Establish and maintain standardized financial review processes (e.g., monthly OPEX and CAPEX reviews) to drive accountability and informed decision-making.
• Deliver forward-looking insights through trend analysis, forecasting, and performance modeling to support strategic planning and operational decision-making.
• Develop and refine data sets, reporting structures, and analytics to enhance financial transparency and predictive capabilities.
• Develop and deliver semi-annual accomplishments reports summarizing financial performance, key initiatives, and progress against organizational goals.
• Develop and maintain governance frameworks to track IOS organizational goals, key performance indicators (KPIs), and performance metrics.
• Design, build, and maintain dashboards and reporting tools that provide real-time visibility into financial and operational performance.
• Ensure consistency, accuracy, and standardization of reporting across IOS functions.
• Prepare and deliver executive-level presentations and reports that synthesize complex data, highlight risks, and recommend strategic actions to leadership.
• Oversee the tracking and reporting of capital labor hours to ensure accurate capitalization and compliance.
• Partner with Financial & Operations Management and IOS functional teams to ensure alignment between labor reporting, budgets, and forecasts.
• Identify and implement improvements to enhance tracking accuracy, data integrity, and process efficiency.
• Partner closely with IOS functional teams to understand operational drivers and challenge assumptions to improve financial and operational outcomes.
• Identify, propose, and monitor initiatives that enhance financial accuracy, efficiency, and value creation across IOS.
• Develop and drive action plans to address performance gaps and ensure achievement of financial and operational targets.
• Serve as a key liaison between IOS and corporate functions (e.g., Finance, Control, Investment Planning, Regulatory, PMO) to ensure alignment of financial and governance processes.
• Coordinate closely with corporate functions to support procurement processes, including purchase order (PO) creation, tracking, and SAP-related financial activities.
• Drive standardization and continuous improvement of budgeting, reporting, and governance practices.
• Support regulatory, audit, and compliance activities as needed (e.g., rate cases, internal/external audits).
• Identify and implement process improvements, automation, and data management enhancements to improve efficiency and insight generation.
• Contribute to short-term and long-term planning by aligning financial strategies with organizational and regulatory objectives.

Program Manager – Financial Planning & Governance

• 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

• Analyze claim file content and obtain necessary financial and benefit information from colleagues, customers, and external resources to determine appropriate course of action on each file.
• Consistently communicate, handle overpayment calculations, and manage a caseload of claims with limited complexity, demonstrating a solid technical ability necessary to administer overpayment claims across multiple products and system applications within established turnaround times.
• Negotiate and bind the Company with respect to decisions made regarding appropriateness of pursuing overpayments within the scope of authority of the FSR-T role.
• Thoroughly and accurately document and code FRU actions in claim and legacy systems with supporting rationale for actions and next steps.
• Secure a professional relationship with the claimant and/or employer, provide excellent customer service, demonstrate empathy, and remain open to new information. Provide prompt, accurate, and courteous responses to customers to promote the Unum brand.
• Actively participate in personal developmental activities, engage in activities which support Unum Values.
• Participate in special projects or other assignments as needed, including administrative duties in support of the team.

Financial Services Representative – Trainee

• Oversees all financial and accounting activities.
• Responsible for budget management, financial analysis, payroll, forecasting, accounts payable, and financial reporting.
• Works closely with senior management to maintain company goals.
• Oversee key business functions such as accounting, accounts payable, and payroll.
• Creates and monitors budgets, budget variances, and forecasts.
• Provide analytical, forecasting, reporting, and project support to the executive management team.
• Prepares and presents financial reports and risk analysis.
• Establishes and maintains financial controls within the accounting department.
• Manages annual audit with outside audit firm.
• Manage corporate insurance policies and renewals; interface with broker as necessary.
• Analyze, document, and improve finance-related business processes.
• Mentor and develop finance staff members.
• Ensures compliance with state and federal regulatory requirements and professional standards.
• Provides timely, constructive feedback, coaching, and progressive discipline to employees, as needed.

Finance Manager

• Support contract modeling, reimbursement projections, strategic pricing analyses, and contract performance evaluation.
• Analyze payment variances and reimbursement trends to identify issues and support contract performance and reimbursement improvement.
• Assist with interpretation of payer contract terms and support contract maintenance across multiple reimbursement systems.
• Prepare financial analyses and reporting to support budgeting, reimbursement performance, and operational decision-making.
• Collaborate across Reimbursement, Managed Care, Revenue Cycle, Finance, and cross-functional teams to support contract performance and issue resolution.

Financial Analyst – Contracts

• Lead the annual operating plan, quarterly forecasts, and long-range planning processes for HR, Finance and Legal organizations.
• Provide visibility into key cost drivers including headcount, vendor spend, cloud costs, software, and infrastructure.
• Manage monthly reporting, variance analysis, and stakeholder support across assigned areas.
• Analyze actuals versus plan, identify drivers of variance, and recommend actionable solutions.
• Develop and maintain dashboards and KPIs to monitor financial and operational performance.
• Support alignment between financial performance and operational execution.
• Serve as a trusted finance partner to G&A leaders.
• Champion Continuous Improvement by maintaining adherence to internal controls, data accuracy standards, and financial governance requirements.

Senior Financial Analyst

• 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

• 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

• Recovering revenue through structured financial reconciliations across running and closing studies
• Accelerating cash collection by taking ownership of manual billing for a defined portfolio of central lab studies
• Improving client relationships by resolving invoicing queries accurately and in a timely manner
• Supporting the finance function's wider transformation as Cerba Research moves toward full SAP go-live
• Perform financial reconciliations across clinical studies — comparing revenues, budgets, and invoiced amounts, identifying variances, and driving resolution
• Execute manual billing for a defined portfolio of central lab studies, ensuring accuracy and timeliness
• Review and maintain project budgets, ensuring alignment with contract terms and reflecting subsequent change orders
• Monitor project revenues and expenses on a monthly basis, providing variance analysis for internal and external stakeholders
• Ensure accurate revenue recognition based on study progress, contract terms, and accounting standards
• Liaise with Accounts Receivable to support timely invoicing and payment collection
• Work cross-functionally with Project Managers, Finance, Lab Ops, and the Contracts & Proposals team to address financial questions and discrepancies
• Support internal and external audits by providing required financial documentation
• Contribute to automation initiatives, including financial reconciliation and profitability tracking tools

Project Finance Analyst

• Perform financial reconciliations across clinical studies — comparing revenues, budgets, and invoiced amounts, identifying variances, and driving resolution
• Execute manual billing for a defined portfolio of central lab studies, ensuring accuracy and timeliness
• Review and maintain project budgets, ensuring alignment with contract terms and reflecting subsequent change orders
• Monitor project revenues and expenses on a monthly basis, providing variance analysis for internal and external stakeholders
• Ensure accurate revenue recognition based on study progress, contract terms, and accounting standards
• Liaise with Accounts Receivable to support timely invoicing and payment collection
• Work cross-functionally with Project Managers, Finance, Lab Ops, and the Contracts & Proposals team to address financial questions and discrepancies
• Support internal and external audits by providing required financial documentation
• Contribute to automation initiatives, including financial reconciliation and profitability tracking tools

• Provides top technical expertise for overall functional area and provide guidance and advisory support to others as needed
• Accountable for leading or conducting expert analysis / research and reviews to support functional goals / objectives
• Recognized as top level expert within the company with significant breadth of expertise in complex field
• Advises on execution strategy and leads the development and deployment of functional programs or initiatives

Financial Planning and Analysis jobs in Maine

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Finance & Accounting Manager – EMR Modernization

Chief Financial Officer, CFO

Senior Strategic Planning Manager

Director, Finance Transformation – Finance Data

Chief Financial Officer – Contingent

Director, Financial Products

Senior Financial Analyst, Payments

Claims Finance Analyst

Program Manager – Financial Planning & Governance

Financial Representative

Financial Representative

Financial Services Representative – Trainee

Finance Manager

Financial Analyst – Contracts

Senior Financial Analyst

Senior Financial Analyst

Associate Director, Finance

Project Finance Analyst

Project Finance Analyst

Senior Specialized Finance Manager – Regulatory Policy and Review