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

• Develops indirect and commercial business through new vehicle franchised dealers via coaching/leading a team of Retail and Commercial Relationship Managers
• Responsibilities include effective leadership, team building, collaboration with commercial / indirect underwriting teams, analysis, planning, marketing, budget management, compliance, risk management, and customer service
• Makes decisions and acts in accordance with established policies and procedures; follows all relevant consumer & commercial compliance laws, regulations, and the results of any audit or regulatory examinations
• Cross sells other bank products

Regional Manager – Vehicle Finance

• Lead a team of 4+ finance professionals across the U.S., responsible for coaching, mentoring, and learning
• Partner with the SM-3 IIA Program Leader and SM-3 IIA Finance Lead to drive predictable financial outcomes, growth, and program execution
• Implement rigorous financial controls to successfully execute munitions acceleration contracts with multi year production and substantial company investment
• Drive complaint financial management of a large portfolio of programs
• Lead EAC’s, EVMS, AOP/LRP execution

Finance Manager

• Establish and oversee Student Financial Services protocols within the university
• Ensure the expeditious processing of student funding for UA Grantham students in a legally compliant and ethical manner
• Ensure accuracy and integrity of the student accounts receivable portfolio
• Monitor & maintain electronic data entry, retrieval & reconciliations
• Define team priorities, deliverables, timelines, and performance standards
• Ensure direct reports have well-defined responsibilities, documented procedures, and required resources
• Manage performance using metrics, clear expectations, and standardized policy application
• Provide training, tools, and clear processes while monitoring progress and adjusting resources as needed
• Oversee the administration of all student funding programs, including compliance audits/reviews
• Ensure compliance with federal, state, and accrediting agency regulations, as well as institutional policies pertaining to student enrollment, Federal Student Aid, Veterans Administration and Department of Defense eligibility
• Coordinate with the Controller to ensure proper disbursements and reconciliation of funds to students
• Collaborate effectively with other members of the university
• Maintain relationships and interact with outside agencies
• Continuously update skills and knowledge through required training
• Seek feedback and opportunities for growth to enhance expertise and effectiveness

Associate Vice Chancellor – Student Financial Services

• Leads financial modeling and analysis to measure and forecast impact of various business decisions.
• Develops financial models for strategic business decisions and identifying opportunities.
• Provides General Managers with financial insights for profitable decisions.
• Owns annual budgeting, forecasts, and long-range planning for assigned markets.
• Manages workflow and analytical review of budget and forecast data.
• Drives the improvement and standardization of financial reporting.

Business Unit Finance Manager – Hauling

• Develop and maintain indirect consumer lending business.
• Train staff on products and services.
• Plan and market lending products.
• Monitor compliance and risk.
• Manage customer service, underwriting, and collection.
• Serve as senior lender in the group.
• Cross-sell bank products.
• Utilize knowledge of local competition.
• Establish procedures to monitor credit risk as per bank guidelines.
• Develop strategies to meet loan growth, deposit growth, and fee income goals.
• Ensure relationships and transactions align with the bank’s risk profile.
• Evaluate loan requests for dealer principals and partners.
• Analyze each applicant’s financial condition, cash flow, and credit history.
• Mentor and onboard new team members.
• Communicate key messages to customers, including meeting or exceeding sales goals.
• Perform other duties as assigned.

• 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

• 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

• Support all aspects of the financial deliverables
• Be the SME for your business area
• Generate and report all program related impacts to management
• Work with program and functional stakeholders to support business initiatives
• Identify critical barriers and implement corrective action
• Ensure accurate and timely delivery of financial data

Financial Analyst, P2

• Monitor caregiver pay-to-bill ratios and identify margin leakage
• Maintain a rolling 6-12 month cash forecast
• Present financial clarity in weekly Level 10 meetings
• Oversee budget-to-actual variance
• Elevate financial literacy of leadership team

Strategic Financial Lead – Fractional or Retired CFO

• Develop and deliver decision support tools & insights via creating and sustaining analytics & reporting assets and leveraging business intelligence resources
• Extracting, analyzing, and interpreting contracting, utilization, financial, and clinical/quality data from various sources
• Supporting nationwide payer contract negotiations, market penetration, conversion, and expansion strategies
• Conducting value-based care initiatives, and other quantitative analysis & reporting requirements
• Discovering and deploying applicable solutions to address business needs
• Serving as a gatekeeper within cross-functional workflows with key internal stakeholders

Manager, Financial Analytics

• Helping our top Industry-leading clients with their SAP Digital Transformation journeys with your deep experience in SAP and the Oil and Gas Industry.
• Advise and Implement SAP FICO Transformation projects.
• Collaborate with global teams and partners on a cross-functional basis to develop and deliver solutions.
• Innovate, Design, Build, and Optimize solutions to help clients build intelligent enterprises.

SAP Finance Lead

• Lead a municipal advisory and financial management practice serving rural communities and public entities
• Oversee a portfolio representing more than $7 million in revenue
• Provide strategic leadership and technical expertise in areas such as audit readiness, budgeting, financial planning, internal controls, and outsourced finance support
• Strengthen community fiscal sustainability and compliance
• Guide project teams and support the growth and scalability of the organization’s financial services practice
• Manage a $1M portfolio of fee-for-service contracts, ensuring high-quality client service, compliance, client satisfaction, and financial performance
• Support growth of the financial services practice through business development, client engagement, proposal development, pricing, and service expansion
• Provide technical financial assistance including audit preparation, financial statement support, general ledger review, reconciliations, and corrective action planning
• Advise clients on grant compliance, financial management best practices, internal controls, accounting system improvements, and regulatory reporting requirements
• Provide functional leadership and collaborate with cross-functional teams to deliver financial advisory services, support strategic initiatives, and advance organizational goals.

Director, Community Financial Services

• Works directly with staff and senior leadership across the company to proactively identify, prioritize, optimize and implement financial strategies and create meaningful and actionable outputs that drive the development of multi-year financial plans aligned to the company’s overall strategic goals
• Proactively identify, evaluate, and implement financial strategies and plans, leveraging customer and consumer insights to drive business outcomes and maximize ROI, reducing risk and exposure and enable Blue Cross NC to meet growth and cost containment goals.
• Supports the development of corporate strategic positions on behalf of senior leadership and represents those positions internally and externally including financial modeling and development of executive presentations
• Builds and manages relationships and collaborates with both internal and external partners to drive highly complex financial analyses focused on significant business strategies and opportunities with substantial levels of importance and visibility
• Leads annual and long-term financial planning efforts and analyses; provides thought leadership at a divisional, cross-divisional, and enterprise level; prepares and presents results to executive leadership.
• Drives financial innovation and stewardship through collaboration and consultation with internal stakeholders to identify, plan and execute initiatives with significant financial impact.
• Partners with internal clients to better understand what problems they are trying to solve, help them articulate their vision and define financial impacts and success.
• Provides methods and resources to support their execution of those plans and quantification and realization of benefits
• Utilizes expertise to identify operational improvements and leads the development of new ideas to understand, estimate and minimize the financial impact of existing or emerging issues the business faces.
• Evaluates those ideas to determine viability and opportunity for success and follows through from implementation to value realization.

Principal Financial Advisor

• Responsible for new market portfolio of $650M or greater
• Develop and maintain all aspects of the indirect consumer lending business in a large geographic market
• Train staff on products and services
• Plan and market lending products
• Monitor compliance and risk
• Manage customer service, underwriting, and collection

• 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

• Under general supervision, learns to perform duties as a Financial Analyst on the Financial Planning and Analysis team.
• This position has the responsibility for supporting analytical activities related to financial planning and analysis for our consumer and commercial lending products (auto, real estate and credit cards) and expense analysis.
• Must be comfortable working with large amounts of data in multiple systems and can synthesize it into actionable insights.
• Frequent collaboration with other areas of the credit union is expected.

FP&A Intern

• Ensuring accuracy and integrity of analysis while infusing expertise and best practices into the organization
• This effort will be inclusive of side-by-side analysis with working teams to drive ownership and accountability to the results generated
• Rapport is of upmost priority and it is expected that the candidate is capable of building business relationships and trust with stakeholders
• Responsible for understanding the drivers within their respective program areas; ultimately consolidating information, identifying critical metrics and recommending / executing solutions to challenges as appropriate
• In culmination the team will package this information into executive level reports and presentations for recurring leadership evaluation
• Assist with development and training of junior analysts on the team
• Prepare data for, analyze, and help drive the quarterly EAC review process with CAM's, IPTL's, CBT's, and PMO AOP and Cash forecasting, proposals and ROM pricing exercises as needed

Financial Analyst – P2

• 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.

Financial Aid Specialist

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies to safeguard clients' assets and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

See all jobs on JobTailor

Associate Director, Finance

Regional Manager – Vehicle Finance

Finance Manager

Associate Vice Chancellor – Student Financial Services

Business Unit Finance Manager – Hauling

Regional Manager – Vehicle Finance

FP&A Manager

Financial Analyst, FP&A

Financial Analyst, P2

Strategic Financial Lead – Fractional or Retired CFO

Manager, Financial Analytics

SAP Finance Lead

Director, Community Financial Services

Principal Financial Advisor

Regional Manager – Vehicle Finance

Fractional CFO – Systems & Strategy Lead

FP&A Intern

Financial Analyst – P2

Financial Aid Specialist

Financial Advisor