Financial Planning and Analysis

• Ensures the 24x7 operation and administration of distributed payments systems supporting the high-value, high-availability of Fedwire businesses.
• Ensures Wholesale Services and Account Balance Services applications are available according to their business requirements while providing premium customer service to the Federal Reserve System districts and other application users.
• Coaches and reviews the work of others. Addresses more complex problems and manages projects.
• Responsible for the large-scale clearinghouse/transaction processing activities for the Fed ACH and Check business lines.
• Provides real-time support for Check/ACH processing.
• Performs application health/monitoring for core processing platforms and satellite/subsystems.
• Supports operations/production issues and incident management.
• Responds to issues or problems that arise in day-to-day operations and serves as first line of escalation.
• Directs and coordinates daily workflow, customer requests, and team responses to operational incidents and service disruptions in a leadership role.
• Oversees team functions and provides appropriate escalation and communication to Management.
• Documents production issues and resolutions for future reference.
• Conducts analyses to understand operational, customer volume, etc., trends/patterns to assist with process improvements and solutions.
• Performs operational statistical analysis and estimates future payment volume.
• Participates/Supports business testing, defect management, and other activities to launch core processing platforms and/or satellite/subsystems enhancements or new product/services.
• Participates in and supports management of Payment Processing’s role in the testing, installation, implementation, and configuration of code releases, products, interim fixes, business resumption testing, and other production initiatives.
• Assists with the creation and development of business requirements.
• Holds scaled decision rights to perform key tasks.
• May perform ancillary tasks to support other business operations depending on shift.
• Provides leadership, work direction and support to less experienced staff.
• Exemplifies exceptional customer service and team-oriented behaviors.
• By example and action, assists the team to achieve the same.
• Takes personal responsibility to maintain and advance personal knowledge of various systems, business needs, and to expand on leadership and management skills.
• Serves as role model and advisor to other team members.
• Has a clear understanding of the need to elevate other staff members’ knowledge and takes action to see it is achieved.
• Develops and revises procedures, defines processes, and provides training for users.
• Provides instrumental guidance and training for teammates.
• Directs group efforts, ad-hoc analysis, issue escalation, and other problem solving.
• May directly lead or otherwise influence small to large sized teams in assigned initiatives.
• Provides project updates/general communications to all levels of staff, management, and senior management.
• Represents operational teams during project meetings.
• Communicates with outside vendor personnel.
• Coordinates efforts with outside team leadership.
• Serves as project manager for process improvement efforts.
• Generally, functions independently with minimal direct supervision and able to manage responsibility with flexibility and focus.
• Understands the demands of leading, managing, and supporting an operation and possess the required knowledge, skills, and temperament to switch from a task to an operational demand or issue, which requires immediate attention, and then resume work on the original task.
• A self-starter with the discipline to achieve deliverables, adapt priorities, and manage the rapidly changing demand of the operation and or project assignments.

Senior Systems Operations Specialist – Lead

• Drive External Strategic Planning: Develop and refine long-term strategies, set priorities, and establish key performance indicators to measure progress for key external events responsible for significant, measurable value creation.
• Strategy Enablement: Own major external initiatives (eg. Patient Advisory Board) that serves as a critical input and enablement vehicle for cross-divisional strategy.
• Stakeholder Engagement: Own governance process and operating model to collaborate with senior leaders, functional teams, and external partners to drive buy-in and support for external strategy enablement.
• Team Leadership: Lead dynamic team in highly complex environment, fostering a culture of collaboration, accountability, and high performance.
• Change Management: Champion change management efforts, including communication planning, training, and stakeholder readiness.
• Performance Tracking: Monitor workstream progress, identify risks, and implement corrective actions to keep projects on track.
• Reporting: Prepare and present regular updates to executive leadership, highlighting achievements, challenges, and recommendations.

Senior Director, Strategic Planning

• Support the Capital Equipment Group (CEG) within Equipment Finance for complex, high-value equipment finance transactions
• Prepare, review, and process lease documentation that supports customer-direct financing transactions
• Organize and maintain transaction files received from leasing associates
• Prepare and populate standardized lease and financing document templates using transaction-specific details
• Review legal and organizational documents for accuracy
• Coordinate with third-party vendors for lien searches and obtaining certificates
• Convert finalized documentation into PDF format and distribute to leasing associates for execution
• Create and manage shipping labels and documentation delivery as needed
• Support quality control through adherence to established processes
• Manage multiple transactions simultaneously while meeting accuracy and compliance expectations

Senior Leasing Specialist – Capital Equipment Group, Equipment Finance

• Maintain development cost ledgers and project accounting records.
• Track sources and uses of funds.
• Prepare financial schedules and supporting documentation.
• Assist with project draw requests and funding requisitions.
• Reconcile development expenditures to budgets and financing sources.
• Prepare variance analyses and financial reports.
• Support investor, lender, and auditor requests.
• Assist with preparation of annual financial statements and audit schedules.

GAAP and Financial Accounting Manager

• Works with clients to plan financial goals
• Recommends banking and investment strategies
• Triages client requests
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

• Primary focus is to review and audit financial records such as bank statements, bills of sale, trial balances, etc., and tax documentation to ensure compliance with repayment terms
• When necessary, you may have to physically inspect inventory and assess the condition to confirm the collateralized position
• Reconcile discrepancies with the customer and document details to support the final financial review and inventory inspection results
• Build relationships with customers through setting expectations, answering questions, providing support with payment systems, and raising customer growth inquiries to our commercial and portfolio teams
• Communicate with manager, account manager, and peers to resolve issues and escalate risks
• Exercise judgement in determining the cause of discrepancies

Financial Collateral Examination Associate

• Managing and resolving high volumes of accounts for services provided by Essentia Health
• Acting as the primary contact or liaison for patients to discuss outstanding statements and resolve inquiries in a timely manner
• Providing efficient and accurate support for insurance, coding, registration, financial assistance and other billing related issues
• Performing routine account analysis to evaluate, develop and implement action plans with patients to resolve financial responsibilities
• Follow-up with delinquent accounts and payment plans, collection of patient accounts
• Handling incoming patient mail and responding to inquiries via written communication

Patient Financial Services Representative I

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs

• Work with an experienced advisor to build a personal book of business
• Build a pipeline with contacts and new leads
• Obtain necessary licenses within 150 days of hire
• Manage specific parts of the business including client service model

Financial Advisor Associate

• Own the monthly financial close process and deliver timely, accurate management reporting packages to the CFO, executive leadership, and the PE sponsor.
• Develop and maintain board-ready financial presentations, including income statement, balance sheet, and cash flow analysis with variance commentary.
• Build dynamic financial models and dashboards that provide real-time visibility into revenue, gross margin, EBITDA, and key operational metrics across all business units.
• Lead budgeting, forecasting, and rolling forecast processes; deliver scenario analyses to support strategic decision-making.
• Serve as the internal project lead for the NetSuite ERP implementation.
• Drive the migration from legacy accounting system to NetSuite, ensuring data integrity, process continuity, and minimal disruption to operations.
• Lead the design and implementation of a centralized data lake.
• Develop a BI reporting layer that enables self-service analytics for finance and executive stakeholders.
• Create and deliver training materials to ensure smooth adoption by acquired teams.

VP of Finance

• Lead legal entity level forecasting for the Institutional Broker Dealer across the income statement, balance sheet, cash flows, and key regulatory capital metrics
• Build and maintain driver based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact
• Identify and explain key drivers of net capital, balance sheet consumption, and growth capacity
• Provide forward looking insights on performance trends, risks, and capital constraints to senior stakeholders
• Partner with Treasury and Risk to assess funding, liquidity, and capital implications of forecasted activity
• Enhance forecast reporting and dashboards to improve transparency and decision making
• Drive automation and scalable processes to reduce manual forecasting and reporting
• Support strategic initiatives, ad hoc analyses, and business growth opportunities

Senior Financial Analyst – Broker Dealer

• Responsible for the valuation and analysis of Elan acquisitions and Denovo programs along with Elan partner contract renewals.
• Need analytical skills to summarize large data sets and the ability to make recommendations/proposals to optimize deal financial metrics.
• Will be working with various cross functional teams within PCS and Corporate.
• Provides financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management.
• Develops and maintains spreadsheets and statistical models for financial analysis.
• Prepares a variety of management presentations.
• Researches and resolves problems and errors in data from financial reporting systems.
• May prepare interest rate pricing and forecasting information for use in asset and liability management.

Financial Analyst

• Handle the investment process of trust accounts including developing investment strategies
• Communicate with Ameriprise Financial Advisor and clients
• Monitor and execute investment activities in the trust account
• Retain client relationships and collaborate with new business officers
• Review and develop Investment Policy statements for fiduciary account
• Present investment performance to advisors and clients
• Recommend investment models based on client tax situations
• Act as fiduciary investment manager including setting investment objectives and monitoring performance
• Contribute to investment management topics and projects

Trust Investment Officer

• Managers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies.
• CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development.
• Gain exposure to a wide range of industries and/or projects.
• Make a true business impact with your clients.
• Own projects from start to finish.
• Experience client interaction and thrive in a client-facing role.
• Be consistently challenged and learn through a collegial environment created from top-tier experts hired within the firm.
• Enjoy the flexibility of office/remote/client site work locations (engagement specific).
• Create your own path.
• Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions.
• Review work prepared by consultants on operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s).
• Review consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination).
• Research and documentation projects related to new ASC accounting standards.
• Process improvement projects and implementation of changes.
• Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.
• Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.

Managing Director, Finance & Accounting Advisory

• Execute the annual operating plan P&L and periodic forecasts with a focus on top-line volume/sales and marketing investment.
• Provide in-depth analysis of financial results, identifying key drivers, risks, and opportunities.
• Develop actionable insights and recommendations to optimize revenue, margin, and marketing spend performance.
• Ensure the accuracy, integrity, and timeliness of financial reporting for the Ous.
• Maintain compliance with corporate policies, internal controls, and external regulatory requirements.
• Drive continuous improvement in financial processes and data quality.
• Partner with commercial teams to support innovation, pricing, investments, and other commercial decisions.
• Drive process improvement on our evolution of demand planning and integrated business planning, in partnership with Demand Planning, Brand, and Sales.
• Build financial capabilities across the business, promoting financial literacy among non-finance managers.
• Encourage innovation and best practices within the finance organization.

Finance Manager – Operating Units

• Analyze business line performance, including return on equity (ROE), return on assets (ROA), and overall profitability
• Evaluate customer-level profitability and provide insights to support pricing, capital allocation, and relationship management decisions
• Conduct ad hoc analysis and serve as an internal consultant on return-based performance questions
• Research, troubleshoot, and resolve issues within large and complex data sets
• Ensure data accuracy and consistency across reporting and analytical outputs
• Assist in development and maintenance of Oracle SQL code to enhance data pipelines
• Support development and ongoing enhancement of Power BI dashboards used by finance and business line leadership
• Translate business requirements into data models, visualizations, and reporting solutions
• Help automate and streamline reporting processes to improve efficiency and scalability

Senior Financial Analyst

• Partner with the Director of Dairy Foods FP&A to ensure reliable, timely, accurate, in-depth communication of financials: short-term forward-looking projections, monthly, quarterly, and YTD results, and ongoing opportunities and risks to performance
• Partner across the FP&A team to drive forecast accuracy, foster team collaboration, and develop financial modeling and insights
• Lead forecasting, budgeting, and long-range planning processes at the strategic total Dairy Foods level
• Support the process to analyze and model long range strategic growth options. Support preliminary business case development for executive-level review
• Support key business partners promoting and tracking organic growth of core businesses

Finance Manager – Consolidation & Strategy, Dairy Foods

• Serve as a FP&A Business Partner to cross functional leaders, providing financial insights, forecasting support, and data-driven recommendations to guide business decisions.
• Assist with month-end close activities, including accruals, reconciliations, and reporting.
• Support budgeting and forecasting processes by partnering with business units to gather inputs and assumptions.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis against budget and prior periods.
• Analyze financial data and trends to support strategic decision-making and business performance.
• Identify opportunities for cost savings, efficiency improvements, and revenue growth.
• Collaborate cross-functionally to provide financial insights and support operational initiatives.
• Seek opportunities to leverage systems to eliminate redundant processes.
• Support ad hoc analysis, reporting, and special projects as needed.

• Business Case Support: ROIs, Lease vs. Buy, Make vs. Buy
• Revenue / Margin analysis: Channel, customer, product profitability
• New Business Opportunities
• Risk Mitigation strategies
• Alternatives to existing processes to reduce cost and/or complexity
• Internal reporting standardizations

Rotational Financial Analyst

• Oversee and improve profitability methodologies (capital allocation, cost allocation, revenue attribution, FTP) ensuring consistency, transparency, and documentation
• Produce management financials and segment report
• Lead enterprise profitability reporting and analytics (NIM, fees, expenses, capital usage, RAROC/ROE/ROA) with clear executive insights
• Partner with Treasury to manage FTP and evaluate spreads, margin dynamics, funding mix, and rate sensitivity
• Oversee cost allocation and activity-based costing; maintain capital attribution aligned with RWA frameworks
• Deliver customer, product, and segment profitability analysis; explain results and drivers to senior leadership
• Provide decision support for pricing, new products, M&A, and strategic initiatives through scenario and stress analysis
• Integrate profitability into budgeting, forecasting, and long-range planning; enhance forward-looking models
• Maintain governance and controls, including model validation support, regulatory alignment, and methodology change management

See all jobs on JobTailor

Senior Systems Operations Specialist – Lead

Senior Director, Strategic Planning

Senior Leasing Specialist – Capital Equipment Group, Equipment Finance

GAAP and Financial Accounting Manager

Financial Solutions Advisor

Financial Collateral Examination Associate

Patient Financial Services Representative I

Financial Solutions Advisor

Financial Advisor Associate

VP of Finance

Senior Financial Analyst – Broker Dealer

Financial Analyst

Trust Investment Officer

Managing Director, Finance & Accounting Advisory

Finance Manager – Operating Units

Senior Financial Analyst

Finance Manager – Consolidation & Strategy, Dairy Foods

Financial Analyst

Rotational Financial Analyst

Finance Profitability Manager, FP&A