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

• 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

Senior Specialized Finance Manager – Regulatory Policy and Review

• Spearhead the full-stack productization path for QuantAI assets
• Turn quantitative and agentic prototypes into applications and packaged products
• Stand up frontend experiences that make advanced algorithms usable
• Make pragmatic architecture choices across frontend, backend, and APIs
• Research and evaluate technology constraints and choose suitable paths
• Build, review, and unblock implementation across relevant technologies
• Establish product engineering discipline around security, observability, and quality
• Use agentic development tools to accelerate delivery while maintaining standards

QuantAI Full Stack Manager

• Deliver strong financial governance and strategic business partnership
• Advance financial reporting, business planning, and investment decision-making to improve site gross margin
• Ensure a ‘true and fair’ view of the site’s financial position by managing monthly, quarterly, and yearly closes in compliance with US GAAP, Elanco policies, and SOX expectations
• Lead the business planning and forecasting processes
• Drive production profitability by performing ‘what-if’ analyses
• Act as a trusted advisor to Site and Corporate management
• Take responsibility for the financial control of all company assets

Financial Analyst, Manufacturing Operations

• 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

• The Senior Financial Business Partner performs in-depth analyses of organizational financial performance measures and statistical data related to many aspects of the business.
• Responsible for data collection, analysis, reconciliation, review/evaluation and reporting in appropriate formats detailed financial analyses of various operational activities.
• Responsible for the timely and accurate identification and analysis of projects based on current and strategic business needs.
• Participate in monthly accounting closing activities, facilitates provider compensation, team projects, departmental budget support and analysis, various special analytical assignments and other tasks as assigned.
• Interact with staff, management and senior leadership, other departments, external organizations, and other members of the Finance Department on a regular basis.

Senior Finance Business Partner

• 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

• Monitors and controls the portfolio of capital projects for Avangrid Networks companies.
• Oversees and manages structured data and tabular information within a Project Portfolio Management System.
• Demonstrates expertise in data architecture and relational principles.
• Develops, maintains, and automates recurring reporting tasks to enhance operational efficiency.
• Proficient in writing and refining VBA code across Excel and other Microsoft Office applications.
• Recognizes and recommends innovative process improvements and best practices.
• Creates and maintains detailed spreadsheets to manage and analyze trends to targets.
• Develops interactive dashboards, graphics, charts, and data visualizations for presentations, reports, and digital platforms.
• Monitors compliance to performance indicators, approvals, and targets.
• Analyzes, transforms, and processes datasets to identify trends and actionable insights.
• Plans and organizes own workday and tasks working without direct supervision.

Lead Analyst – FP&A Investment Planning

• Maintain professionalism and confidentiality
• Deliver exceptional service to clients and advisors
• Use product knowledge to process financial and non-financial transactions accurately
• Follow legal and company procedures
• Participate in training and mentoring sessions
• Support a positive team culture

Client Representative

• Lead the annual budgeting, monthly forecasting, and long-range strategic planning processes, coordinating with Executive Leadership, program leaders, practice leaders, and department heads to ensure alignment with the firm's strategic objectives
• Develop and manage comprehensive financial models for forecasting revenues, expenses, resource capacity, cash, investments, and profitability, particularly focusing on driver-based models relevant to professional services (e.g., headcount, contracts, projects, utilization, bill rates)
• Provide insightful financial due diligence and analysis for potential strategic investments, capital expenditures, and major initiatives
• Oversee the preparation of detailed, timely, and insightful monthly and periodic financial reports for the Leadership Team and Program Management
• Monitor performance against the annual budget, forecasts and key operational metrics, identifying trends, opportunities, and risks
• Analyze key professional services metrics, including utilization, unit economics, margins by program/project/client/practice area, and backlog, providing strategic recommendations for margin improvement and efficiency
• Act as a trusted financial advisor to program and practice leaders, helping them manage their P&Ls, understand their cost drivers, and make data-driven decisions on pricing, staffing, and investments
• Oversee the end-to-end monthly contract invoicing process, ensuring accuracy, compliance with client contracts, timely submission of invoices to clients, and close collaboration with Program and Operations
• Work with the Accounting team to ensure billing practices align with GAAP regarding revenue recognition for fixed-fee, time-and-materials, and other types of contracts
• Analyze invoicing trends, monitor the aging of receivables, and provide timely financial information to support collections efforts and minimize Days Sales Outstanding
• Lead the company pricing function in partnership with Business Development, Delivery, and company leadership, ensuring competitive pricing approaches, reliable models, and flexible tools are in place to drive growth while maintaining strict adherence to firm-wide financial goals
• Collaborate with Growth and Delivery Teams to ensure that resource estimates, price targets, and supporting models are grounded in operational reality and historical performance
• Establish feedback loops and regular communication with Growth, Delivery, and other leaders are in place to provide data-driven insights that continuously improve pricing strategies and tools
• Partner with the CFO, other C-level executives, and key leaders on firm-wide strategic and operational initiatives
• Lead, mentor, and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement
• Streamline and improve existing reporting and planning processes so all leaders can easily access the financial information they need to perform their roles, leveraging financial systems and business intelligence tools for efficiency and enhanced analytics

Director of Financial Planning – Analysis

• Lead earned premium analysis, variance to plan, and support premium planning
• Maintain and enhance Anaplan premium planning model
• Support budgeting, expense planning, and expense analysis
• Reconcile and balance accounts
• Analyze financial data and prepare reports in consultation with business partner
• Conduct special studies and lead projects
• Partner effectively with business management to provide solutions

Senior Financial Analyst

• Transition the agency’s financial infrastructure from founder-led management to a professional, automated, and scalable system
• Develop financial models to track and optimize performance for state contracts , ensuring high data integrity and compliance
• Create a yearly 'anchor' budget and rolling quarterly forecasts to guide the CEO through rapid team expansion and new site development
• Oversee the accuracy of QuickBooks Online and ADP integrations, ensuring tax-optimized mapping and 'best-in-class' reporting
• Serve as the senior financial advisor for agency stability, continuity planning, and long-term institutional readiness

Fractional CFO – Systems & Strategy Lead

• Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members in a specialized finance function or discipline
• Integrates knowledge of the enterprise sub-function’s or business line’s overarching strategy in developing solutions across multiple functions or operations
• Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
• Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
• Independently manages end-to-end finance programs
• Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders

Specialized Finance Manager – Financial Reporting

• Provides day-to-day leadership support to the TD Bank Head of U.S. Consumer Deposit Products
• Supports key initiatives, liaises with internal and external stakeholders
• Conducts research and prepares briefings
• Coordinates communications activities, manages and tracks progress against key objectives
• Maintains a current understanding of TDBG and TD Bank NA strategies
• Organizes and participates in various Management committees
• Develops and maintains strong working relationships with key stakeholders
• Acts as the Business Project Owner in leading cross-enterprise initiatives

Senior Manager, Strategic Planning & Support

• Own topline forecasting for Instacart’s Core grocery business, building and maintaining driver-based models that clearly tie to business performance and operational levers.
• Lead proactive deep dives on revenue and unit economics (e.g., LTV, CAC, conversion, AOV, contribution margin) to identify growth opportunities, surface risks, and recommend experiments that improve forecast accuracy and business outcomes.
• Partner cross-functionally with Product, Marketing, Business Development, and Data Science to align assumptions, improve data quality, instrument new metrics, and operationalize insights into roadmaps.
• Develop executive-ready materials for leadership, including narrative memos, dashboards, and scenario/sensitivity analyses that inform strategic priorities, resource allocation, and trade-off decisions.
• Own initiative reporting across marketing, product, and enterprise programs; standardize measurement, track incremental impact, and ensure clear readouts for weekly growth reviews, monthly business reviews, and ad hoc deep dives.
• Collaborate with other Strategic Finance teams to assess the impact of retailer, supply, and marketing initiatives on Core business performance; support investor relations, Board materials, and company-wide Planning.
• Continuously refine and automate models and reporting to improve speed, accuracy, and decision-making, balancing near-term deliverables with long-term scalability.

Senior Strategic Financial Analyst – Growth

• Leads project finance operations including financial reporting and analysis
• Oversees all accounts, ledgers, and reporting systems
• Maintains and monitors project budgets and prepares project invoices
• Prepares and ensures accuracy of wire transfer processing
• Prepares annual Federal Funding Accountability and Transparency Act (FFATA) submission
• Provides input in the development of departmental policies and procedures
• Prepares and presents accurate financial reports and analysis
• Supports the development of long-range financial forecasts
• Independently prepares and submits donor financial reports
• Supports all audit activities and ensures compliance

Associate Manager – Project Finance, Accounting

• Support Grove’s operating forecast (weekly/monthly)
• Build and maintain models across:
• LTV / CAC by channel
• Marketing efficiency and spend allocation
• Fulfillment and operational metrics
• Identify risks, pressure-test assumptions, and proactively adjust outlook
• Analyze paid media performance
• Evaluate customer acquisition efficiency and cohort behavior
• Partner with Marketing to optimize spend and improve paybacks
• Model shipping, labor, and operational costs
• Identify cost drivers and opportunities for margin improvement
• Support international expansion
• Translate complex analysis into clear, actionable insights
• Support leadership and board-level discussions as needed
• Operate confidently in high-visibility environments

Strategic Finance Manager

• Complete specialized training to gain complete understanding of the financial aid cycle, federal regulations and all aspects of internal and external compliance.
• Review student files before awarding to complete any federal or institutional verification, C-Flag requirements.
• Evaluate student files for eligibility of federal, state, institutional, and private financial aid programs.
• Review documentation surrounding unusual circumstances by making adjustments or revisions to costs, need, or dependency status.
• Identify missing, incomplete, or incorrect student information and resolve through communication with the Student Finance Counselors.
• Troubleshoot processing problems and technical issues with regard to the system and Colleague software.
• Consult with the appropriate resources.
• Other responsibilities as assigned.

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Senior Financial Analyst

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Senior Strategic Financial Analyst – Growth

Associate Manager – Project Finance, Accounting

Strategic Finance Manager

Financial Aid Specialist