Financial Planning and Analysis

• Responsible for working with high-net worth individuals identifying needs and developing relationships
• Reviewing financial goals and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• Developing a book of business to exceed established performance hurdles
• Prioritizing sourcing prospective clients, assessing customer needs, and executing customized solutions
• Recommending investment products suitable for prospects
• Balancing investment growth, referral activities, and administrative compliance

Financial Advisor – Louisiana/Mississippi Market

• Working with high-net worth individuals identifying needs
• Developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and capitalizing on referrals
• Assessing customer needs and referring customers to the appropriate internal specialists
• Executing highly customized solutions to meet client needs
• Recommending investment products and services based on objectives and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building
• Organizing and managing resources to run a productive practice
• Seeking expertise of specialists to identify planning and investment strategies for clients
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Merrill Advisor Development Program

• Lead the Long-Range Plan process (Including AOP)
• Key aspects will include calendar development, bottoms up inputs and reviews with the SSBUs, cross functional alignment with the SM-3 LT, market, growth analysis, with an emphasis on risk and opportunity identification
• Address ad hoc requests, anticipate and proactively address inconsistencies & data anomalies while working effectively with Leadership Team
• Collaborate with SSBU CFOs and FP&A leads
• Analyze, prepare, and make recommendations for the SM-3 pre-close and close forecast
• Coordinate and analyze the balance sheet to include Unbilled, Billed CIP, & Inventory

FP&A Manager

• Develop and maintain financial models to support business forecasting and planning processes.
• Analyze and interpret financial data, financial statements, and key performance indicators.
• Provide financial support for business decision-making by evaluating financial performance and identifying areas for improvement.
• Collaborate with cross-functional teams to drive operational improvements and cost savings initiatives.
• Prepare ad-hoc financial analysis and support special projects as needed.
• Develop and maintain financial reporting tools to provide visibility into business performance.
• Ensure financial data integrity and accuracy by maintaining financial data systems and controls.
• Other duties as assigned.

Senior Financial Analyst

• Ensure compliance and accurate information provided to students.
• Review and audit files upon submission from the FAC’s.
• Create Award Letter and FASApp.
• Issue and maintain award letters as appropriate.
• Maintain/update the certified loan report.
• Complete the financial aid file once a student has gone through the entire process of FA.
• Help students obtain funding through various programs available.
• Prepare, explain and supply applicants with appropriate documents to make informed decisions regarding financial aid.
• Analyze timing of funding of students.
• Update Salesforce appropriately in the financial aid section regarding funding score, etc.
• Verify funding amounts and order funds as appropriate.
• Participate in financial aid meetings and events.
• Download vouchers and verify funding of those vouchers.
• Scan, upload and email vouchers as necessary.
• Issue borrower notifications.
• Provide exit counseling.
• Run enrollment reporting and add new student’s to NSLDS transfer monitor list.
• Perform miscellaneous duties as assigned.

Financial Service Analyst

• 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

• Processing payments, adjustments, claims, correspondence, refunds, denials, financial/charity applications, and/or payment plans
• Research payments, denials and/or accounts to determine short/over payments, contract discrepancies
• Makes appeals and corrections as necessary
• Works as a member of the patient financial services team to achieve goals in days and dollars of outstanding accounts
• Correcting incorrect registration and updating application and billing out the claim
• Responds to incoming calls and makes outbound calls as required

Patient Financial Services Representative – Ambulatory Billing and Claims

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices.
• Continually train and develop Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors meet compliance standards.
• Manage the queueing system to ensure students are assisted in the proper time frame.
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning.
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.

Assistant Director of Financial Planning

• Works closely with Huntington colleagues across retail, business banking, private bank and financial advisory to deliver practice Finance products
• Coordinates training
• Facilitates skill building
• Oversees performance by market
• Available for deal review and discussion
• Responsible for driving a minimum of $25mm in annual lending
• Performs other duties as assigned

Finance BDO

• 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

• Play a critical role in driving financial performance, strategic planning, budgeting, and forecasting.
• Lead the development and execution of the company's financial planning process, ensuring alignment with overall business objectives.
• Oversee the annual budgeting process, working closely with department heads and FP&A peers to develop accurate and realistic budgets.
• Develop robust forecasting models and methodologies to predict financial outcomes and evaluate the impact of various scenarios on the business.
• Monitor and analyze budget variances, identifying trends and recommending corrective actions to achieve financial targets.
• Integrate budgeting and forecasting with the monthly IBP process to provide a united front during Monthly Business Reviews.
• Support preparation of presentations to the Board of Directors.
• Conduct comprehensive financial analysis, including profitability analysis, cost analysis, and financial performance metrics.
• Prepare and present financial reports and presentations to senior management and key stakeholders.

Director, Corporate FP&A

• Compiles and reviews budgets for corporate or organizational units using actual performance, previous budget figures, estimated revenue, expense reports, and other data sources to control funds and provide for proper financial administration.
• Prepares financial plans
• Monitors implementation of financial policies
• Prepares regular and special-purpose reports
• Maintains historical records
• Analyzes trends
• Establishes cost rates and personnel forecasts
• Recommends and interprets budgetary policies and procedures
• Prepares comparative evaluation of actual costs against budgeted funds
• Determines rationale for variances between costs and budget

Budget Analyst

• Help prepare and deliver monthly financial reporting that’s accurate, timely, and easy for stakeholders to use.
• Analyze results vs. budget, forecast, and prior periods.
• Build analyses and models that help answer “what if?” and “what’s next?” questions.
• Support annual budgeting, planning, and periodic reforecasting.
• Work closely with finance partners to coordinate inputs, align on timelines, and deliver consistent, accurate updates.
• Maintain and improve reporting templates and financial models for efficiency, consistency, and accuracy.
• Bring strong attention to detail and pride into the work, checking outputs and meeting deadlines.

Financial Analyst – Financial Monitoring, Analysis

• Perform detailed weekly financial analysis to Schedule, Budget, and EAC positions.
• Perform monthly updates to Operations Earned Value metrics including customer reportable Earned Value deliverables
• Responsible for quarterly EACs for Operations including but not limited to EAC inputs from Value Stream Finance, EAC updates in APEX, EAC presentation, EAC variance analysis and EAC R&O analysis
• Responsible for weekly and monthly oversite of Operations labor and cash forecasts monitoring actual costs, and documenting variances to plan and forecasts.
• Top candidates will provide the organizations they support with timely and thorough quantitative analysis that supports business, program, and project decision making.

Finance Program Control Analyst – P3

• Build a sustainable base of business that meets and exceeds revenue and order intake objectives for agreed upon accounts in assigned territory.
• Support pipeline generation, prospecting, and early-stage opportunity development.
• Drive new business growth across the banking industry (Banks and Credit Unions).
• Work the entire sales pipeline daily, from creating new leads to closing new business.
• Maintain and grow business relationships developed.
• Heavy outbound calls to prospects and customers to drive bigger deals and more new opportunities.
• Develop, realize and maintain incremental revenue by selling and advocating GGS products and services.
• Utilize CRM software to document all sales activity, manage the sales pipeline and track opportunities.
• Maintain on-going relationships with multiple contacts throughout client’s organizations.
• Process all sales order paperwork in a timely fashion.
• Resolve customer conflicts quickly.
• Occasionally travel to customer and prospect sites, trade shows, and internal sales meetings.

Associate Director, Commercial Accounts – Financial Markets

• The manager will be responsible for ensuring accuracy and integrity of labor 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 analytical capability growth and appropriate functional ownership accountability to the results generated.
• Gather and analyze operational, financial, and program performance metrics.
• Lead and develop a team of finance professionals.
• Prepare data for, analyze, and help drive the quarterly EAC review process with CAM's, IPTL's, CBT's, and PMO.

Finance Manager – Operations, Supply Chain & Quality

• 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

• 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

Financial Planning and Analysis jobs in Mississippi

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Financial Advisor – Louisiana/Mississippi Market

Financial Advisor – Merrill Advisor Development Program

FP&A Manager

Senior Financial Analyst

Financial Service Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Assistant Director of Financial Planning

Finance BDO

Financial Representative

Financial Representative

Director, Corporate FP&A

Budget Analyst

Financial Analyst – Financial Monitoring, Analysis

Finance Program Control Analyst – P3

Associate Director, Commercial Accounts – Financial Markets

Finance Manager – Operations, Supply Chain & Quality

Senior Financial Analyst

Associate Director, Finance

Regional Manager – Vehicle Finance