Financial Planning and Analysis

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities
• Lead sales segmentation analyses to define customer/account tiers, coverage models, and sales motions
• Own or support territory planning, including territory design, book balancing, account assignment logic, and recommendations to improve coverage and productivity
• Partner with Sales, Finance, GTM, and Analytics to translate topline goals into territory, segment, and rep-level plans
• Develop the business cases, analytics, and recommendations behind changes to coverage, capacity, incentives, and go-to-market design
• Establish performance frameworks and dashboards to monitor whether segmentation and territory decisions are improving productivity, growth, and customer outcomes
• Drive annual and in-year planning processes, including target setting, performance reviews, and executive-level business updates

Senior Strategic Planning Manager – Agent Sales

• Support strategies to help drive increased profitability, process efficiency, reduce costs and overall business improvement.
• Partner with leadership to deliver financial and strategic results through the utilization of Financial Planning & Analysis of best practices.
• Support corporate FP&A (financial planning & analysis) processes, initiatives and reporting within Operations.
• Facilitate Annual Operating Plan (AOP) process and tools within the Region
• Support Region management in preparation of the monthly business review for corporate
• Support Region management in the preparation of the quarterly Business Review
• Support the Region finance team is the monthly close process
• Collaborate with Sysco Business Services in the monthly process to ensure a timely accurate close
• Develop, and deploy tools and processes across the organization as business defines
• Perform customer incentive analysis and propose recommendations
• Provide support cross-functionally with all departments on both local and corporate initiatives
• Financial modeling and ad hoc analytics
• Perform other duties as assigned

Finance Analyst

• Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
• Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
• Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
• Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
• Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
• Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
• Establish best practices and standards that promote quality, consistency, and regulatory compliance.
• Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
• Influence leaders and stakeholders through data-driven insights and strategic recommendations.
• Mentor associates and provide leadership across key projects and initiatives.

Senior Financial Planner

• Experienced, high performing sales professional responsible for providing equipment finance and lease financing solutions to Bank of America clients and prospects
• Typical client profile is companies with revenues between $50MM and $2BN and typical transaction sizes between $1MM and $50+MM
• Candidate will possess proven client relationship and sales skills, strong work ethic, preference for credit and tax leasing knowledge, prospecting and cold calling skills and a strong ability to multi-task
• Prior equipment finance and lease experience is preferred, but will consider candidates with a proven history of exceptional sales performance and general understanding of credit and bank environment
• Extensive travel is required

Senior Leasing Sales Specialist – Equipment Finance

• Create detailed financial reporting and analysis to assess performance vs. targets, providing commentary on variances
• Support financial forecasting and planning activities, including insights to drive decision making
• Proactively manage A/R and fund balances against budgets
• Drive process optimization and standardization, using systems and data, to increase efficiency
• Deliver robust business performance management process to ensure delivery of all relevant financial metrics
• Enable the development of finance talent through building capabilities and fostering a culture of continuous improvement

Commercial Finance Analyst

• Provide equipment finance and lease financing solutions to Bank of America clients and prospects
• Work with typical client profiles of companies with revenues between $50MM and $2BN
• Handle transaction sizes between $1MM and $50+MM
• Cultivate client relationships and develop sales strategies
• Engage in extensive travel as required

• Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
• Deepening relationships by referring clients to specialized sales teams
• Serving as a central entry point into a fully licensed financial services career
• Managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products

Investment Specialist Trainee, Obtain SIE, Series 7, 66

• Lead manufacturing finance for a global network of ~45 factories, aligning financial strategies with corporate objectives.
• Develop and execute strategies to optimize costs, drive profitability, and maximize returns on capital employed.
• Provide strategic analysis and recommendations to senior leadership on investments, restructuring, and operational improvements.
• Influence local and regional teams to deliver consolidated global manufacturing expectations.
• Direct preparation, consolidation, and analysis of financial statements and management reports for the global manufacturing network.
• Lead financial planning and analysis processes, including budgeting, forecasting, variance analysis, and performance tracking.
• Champion advanced activity-based costing, should-costing, and refined cost allocation methodologies to enhance profitability insights and cost transparency.
• Oversee design and implementation of internal controls, ensuring compliance with corporate policies, SOX, and statutory requirements.
• Partner with Controllership and Audit teams to address findings, implement gap closure solutions, and continuously improve controls across all manufacturing sites.
• Lead financial aspects of restructuring, footprint optimization, and transformation initiatives, ensuring effective resource allocation, risk management, and project execution.
• Monitor and drive factory and network-level performance, identifying opportunities for efficiency, productivity, and value creation.
• Collaborate with operations, supply chain, and engineering leaders to deliver continuous improvement and world-class manufacturing results.
• Serve as a key finance partner to senior executives, factory leadership, and cross-functional teams across multiple regions, providing clear, actionable insights and fostering a culture of financial discipline and accountability.

VP Finance, Tools & Outdoor Global Manufacturing

• Step in as the fractional CFO/Controller for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM).
• Analyze financials to spot trends and risks.
• Fix messy data in collaboration with bookkeepers.
• Deliver hard truths to the business owner with a mix of radical candor and humor.

Chief Financial Officer, Fractional CFO

• Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
• Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
• Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
• Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
• Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
• Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
• Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
• Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager.
• May perform additional duties as assigned.

Patient Financial Services Representative 4 – Medicare Claims

• Support the monthly and quarterly close process for the U.S. MolDx business
• including preparation
• review
• and coordination of financial adjustments
• accruals
• and related reporting activities to ensure accurate financial results.
• Analyze actual results versus AOP
• forecast
• and prior year to identify key drivers
• explain variances
• and deliver clear and concise performance commentary to finance and business leadership.
• Lead and support the preparation of monthly outlooks
• quarterly forecasts
• annual AOP
• and Strategic Plan submissions for the U.S. MolDx business.
• Manage U.S. expenses through planning
• forecasting
• variance analysis
• and close support
• Prepare revenue and gross profit analyses with detailed visibility into performance by product line
• customer
• platform
• and other relevant business dimensions.
• Develop and maintain financial models to support planning
• forecasting
• business cases
• pricing analysis
• and ad hoc decision support.
• Partner with U.S. commercial
• marketing
• and cross-functional teams to provide financial support
• challenge assumptions
• and help drive informed business decisions.
• Participate in the US SIOP process as the Business Platform's finance representative
• attend demand consensus and supply review meetings to ensure alignment between demand
• supply
• and financial projections.
• Provide ad hoc analysis and reporting support for items such as pricing
• customer trends
• new launches
• lost accounts
• profitability
• and business performance opportunities or risks.
• Prepare and delivery concise financial performance presentations to leadership.
• Maintain and improve reporting processes
• templates
• controls
• and documentation
• while identifying opportunities for simplification
• automation
• and better use of financial systems and tools.

FP&A Manager

• Support strategies to help drive increased profitability, process efficiency, reduce costs and overall business improvement
• Partner with leadership to deliver financial and strategic results through the utilization of Financial Planning & Analysis of best practices
• Support corporate FP&A processes, initiatives and reporting within Operations
• Facilitate Annual Operating Plan (AOP) process and tools within the Region
• Support Region management in preparation of the monthly business review for corporate
• Support Region management in the preparation of the quarterly Business Review
• Support the Region finance team is the monthly close process
• Collaborate with Sysco Business Services in the monthly process to ensure a timely accurate close
• Develop, and deploy tools and processes across the organization as business defines
• Perform customer incentive analysis and propose recommendations
• Provide support cross-functionally with all departments on both local and corporate initiatives
• Financial modeling and ad hoc analytics
• Perform other duties as assigned

• 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

• 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

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners
• Meeting with clients to review financial goals
• Building a financial plan
• Recommending brokerage products

Financial Solutions Advisor

• This job is responsible for answering detailed questions about products, accounts, and financial services offered.
• Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
• Ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts.
• Triages client requests and makes referrals to appropriate internal specialists.
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.

Consumer Investments Financial Service Representative I

• The successful candidate will be a key member of the team supporting the Manufacturing & Services and Quality, Ethics & Compliance Business Groups.
• Act as Finance Business Partner to select functions within those groups.
• Position scope includes financial modeling, product costing, analytics and presentation preparation.
• Identify areas of challenge and opportunity to improve business value through insightful analysis.
• Partner with functional leaders to deliver proactive, data-driven advice that influences investment decisions.
• Develop cost/benefit analysis for decision making on go/no-go decisions.
• Provide insightful reporting for various levels/areas of the Business that links the past and present to future expectations.
• Oversee the preparation and review of the function financial results and present financials to leadership teams.
• Support contract negotiations on key customer contracts, RFPs, supplier contracts, etc. by providing analysis.

Senior Manager, Financial Planning

• The Alternative Investment Internal Consultant is a sales and relationship partner with external sales professionals whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors.
• You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate.
• You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
• Work with Alternative Investment Specialist team members in optimizing client coverage within a territory.
• Develop new business with your territory.
• Develop territory plans and help guide its progress.
• In partnership with Alternative Investment Specialists, deliver on preparation and follow-up items that help ensure the Specialist partner is prepared when in the field.
• Attend periodic conferences and/or meetings to represent the firm and to win leads for all territories.
• Document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system.

Alternative Investment Internal Consultant

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams (TPA fees, recoveries, subrogation, salvage).
• Collaborate with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate and timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement initiatives.
• Assist in developing financial models and tools to enhance claims analysis and forecasting capabilities.
• Stay informed on industry best practices and regulatory changes to continuously improve reporting processes.

See all jobs on JobTailor

Senior Strategic Planning Manager – Agent Sales

Finance Analyst

Senior Financial Planner

Senior Leasing Sales Specialist – Equipment Finance

Commercial Finance Analyst

Senior Leasing Sales Specialist – Equipment Finance

Investment Specialist Trainee, Obtain SIE, Series 7, 66

VP Finance, Tools & Outdoor Global Manufacturing

Chief Financial Officer, Fractional CFO

Patient Financial Services Representative 4 – Medicare Claims

FP&A Manager

Finance Analyst

Manager – Financial Planning and Cost Analysis

Project Finance Analyst

Project Finance Analyst

Financial Solutions Advisor

Consumer Investments Financial Service Representative I

Senior Manager, Financial Planning

Alternative Investment Internal Consultant

Senior Claims Finance Analyst