Financial Planning and Analysis

• Partner across multiple levels of the organization and various business functions to improve key business processes
• Work closely with both business and IT stakeholders to identify pain points and define requirements
• Collaborate with transformation teams to drive master data management standards and process improvements through digital solutions
• Support system requirements, user acceptance testing, technology deployments, and hyper-care activities
• Lead key areas of the Global Product Cost solution and TTD transformational roadmap using program management approaches
• Assess current state processes and develop future state system requirements and processes to drive efficiencies
• Establish a data-driven culture through the development of advanced analytics solutions while leveraging AI
• Interact and effectively present ideas to leadership
• Develop and present training materials for a global audience
• Develop standardized reporting tools and dashboards to enhance customer experience
• Provide customer support and drive utilization of new toolsets and technology throughout the organization
• Lead and/or support special projects including process improvements and stakeholder communications
• Support finance and accounting processes including forecast development, bridge analysis, variance analysis, and performance reporting
• Partner and collaborate closely with the CPURAM team to align business priorities and resolve cross-functional issues

Finance Analyst

• Lead the Transformation Team for Finance.
• Own the redesign of finance workflows using modern collaboration tools, AI, and automation built on approved platform capabilities.
• Serve as the product manager for the transformation by defining the problem, prioritizing the work, driving delivery, and ensuring adoption, controls, and handoff.
• Own end-to-end team delivery, including workflow redesign and transformation execution for Finance.
• Partner with the Finance business sponsor to translate goals into a prioritized roadmap.
• Lead the team across engineering, finance operations stakeholders, and matrixed platform and change resources.
• Run discovery activities including process mapping, approval flow review, reporting pain-point analysis, use case identification, and pilot planning.
• Enforce architectural compliance and ensure reuse of approved platform capabilities.
• Escalate missing platform capabilities or required controls rather than allowing shadow architecture.
• Drive adoption and behavior change in partnership with embedded change leads.
• Ensure every AI-enabled workflow, prompt-based solution, or automated agent receives required review and approval before deployment.
• Define and track success metrics tied to efficiency, accuracy, control adherence, and user adoption.
• Manage to clear, time-bound exit criteria.
• Deliver a validated sustainment plan, complete documentation, and signed handoff to the Finance sustainment owner.

Transformation Team Lead, Product Manager – Finance

• Leading Sales & Operational Planning (S&OP) activities for assigned SBUs & regional BU, to balance customer service, capacity, inventory & operational costs.
• Facilitating resolution of near-term supply issues in partnership with Business Management, Commercial teams, and Regional Supply Chain.
• Working with assigned manufacturing locations in the development and execution of production plans.
• Working with Supply Coordinators on resupply planning through hub & spoke networks, for the assigned SBUs.
• Monitoring of key performance metrics focused on service, inventory, and execution to meet targets & drive continuous improvement.
• Actively contribute to the organizational goals by taking initiative, executing on goals and focusing on performance and safety.
• Improve the organization capacity and capabilities through building collaborative relationships, optimizing diverse talent and utilizing positive communications and influence with others.

Strategic Planning Lead

• Consults on investment and insurance strategies, as well as the development of financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
• Acquires, expands and maintains client relationships through business development and client networking
• Grows client loyalty and share of wallet through an exceptional client experience
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Develops and implements investment and insurance strategies for clients
• Determines the best products to support such strategies
• Presents sound financial recommendations and guidance to clients
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
• Drives investment education and visibility among branch staff
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
• Shows urgency with activities and leads by example
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
• Meets service level agreements on lead and referral follow up
• Adheres to all applicable laws, regulations, policies and guidelines

Financial Advisor

• Leading the strategic direction and execution of financial operations consulting services
• Analyzing client financial processes to identify areas for improvement and cost reduction
• Designing and implementing solutions to streamline financial operations and enhance controls
• Providing guidance on financial systems implementation and process automation
• Overseeing the development and deployment of financial shared services
• Driving business growth through innovative financial strategies and solutions
• Mentoring and developing the next generation of leaders within the team
• Collaborating with executive-level clients to shape and manage client engagements
• Promoting technological advances to create an environment where people and technology thrive together
• Identifying market gaps and converting opportunities into successful outcomes for the firm

Director, Managed Services – Revenue Cycle, Patient Financial Services, Billing/AR/Cash Posting

• 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

• Underwriting equity investments for LIHTC funds
• Managing relationships with syndicator partners
• Drafting and presenting comprehensive memorandums summarizing the transaction
• Reviewing and commenting on fund documents
• Collaborating on strategies for loan opportunities

Fund Investments Associate

• Prepare and review monthly, quarterly, and annual financial reporting in accordance with IFRS.
• Ensure compliance with group accounting policies and internal standards.
• Assess and document technical accounting positions under IFRS.
• Support external audits and liaise with corporate finance teams.
• Own and manage the monthly close process for the Americas Pharma business.
• Review journal entries, accruals, reconciliations, and financial adjustments.
• Oversee plant-level accounting across multiple U.S. sites (MI, IL, IA, LA, DE).
• Review inventory valuation, cut-off and ensure inventory accuracy.
• Develop, maintain and enhance the internal control framework over financial reporting.
• Review accounting performed by external/shared service centers.

Senior Finance Manager

• Design, implement, and continuously improve the company’s annual budget, quarterly forecast, monthly outlook, and long-range planning (3–5 year) processes.
• Own the financial forecasting framework for revenue, operating expenses, profitability, cash flow, and key business drivers.
• Develop scalable, driver-based forecasting models that support business planning across publications, events, subscriptions, digital products, and shared services.
• Partner with the Senior Vice President of Finance to develop executive-level financial updates, dashboards, forecasts, and presentations.
• Act as a strategic finance partner to publishers, sales leaders, department heads, and business leaders.
• Partner with Accounting to lead monthly actual-versus-plan reviews and identify key drivers of performance variances.

Manager, FP&A

• Supports budgeting, forecasting, financial reporting, and business analysis across multiple brands and corporate functions
• Analyzes monthly financial results and prepares variance analyses against budget, forecast, and prior year performance
• Partners with business leaders to understand financial performance and operational drivers
• Prepares management reports, dashboards, and KPI reporting packages.

Financial Analyst

• The Senior Change Management Lead will play a critical role in supporting the FOF transformation by leading the people side of change across complex, cross-functional initiatives.
• This role will develop and execute change strategies that strengthen stakeholder alignment, readiness, adoption, and sustained business outcomes.
• Lead the development of integrated change management strategies and plans in support of the FOF transformation
• Conduct impact assessments to identify organizational impacts, risks, dependencies, and opportunities
• Collaborate with cross-functional teams to integrate change activities into overall program plans
• Build strong relationships with key stakeholders, including senior leadership, functional partners, and project teams to gain buy-in for change initiatives, inform decisions, and surface risks early.
• Support leaders in connecting transformation changes to enterprise goals and coordinate communications across workstreams to ensure consistency and clarity.
• Assess organizational readiness for change, identify gaps and develop strategies to address them
• Design and execute adoption strategies that drive acceptance and integration of new processes, systems, behaviors, and ways of working
• Coach leaders, managers, and teams in navigating resistance, leading through ambiguity, and reinforcing change
• Identify training needs and partner with business, project, and learning teams to develop training strategies, plans, and materials aligned to change impacts

Senior Change Management Lead – Finance Transformation

• Support the Leadership decision making process to help deliver the EV, Innovation and Growth Strategy of the company through the best allocation of capital resources in support the portfolio.
• Responsible to support consolidation, analysis and reporting of capital cash forecasts across functions and future product programs.
• Work closely with various partners within and outside of Global Capital Management to deliver consolidated global monthly capital forecast and an annual budget.
• Support internal and external capital targets by driving capital forecast accuracy across all responsible areas and working cross-functionally to mitigate risk.
• Consolidate monthly global capital forecast and budget through defined process, tools, and systems.
• Provide key insight from monthly forecast & projected year-end to Finance Leadership.
• Coordinate information flow and collaborate cross-functionally with global functions and regions.
• Build robust and dynamic reporting tools and processes for analysis and reporting.
• Ad Hoc and special project management with other business functions on a global basis.
• Approve capital change requests.
• Prepare and allocate actual spend to projects for GiCPS.
• Provide analysis on J1 variances in MOR deck.
• Assist in the development of the monthly Capital Forecast Deck.
• Communicate outlook to CFP&A & Treasury to ensure alignment in external reporting.
• Assist with the analysis and development of the annual Global Capital Budget.

Senior Financial Analyst – Capital Consolidation

• Facilitate cross-functional collaboration with Portfolio Planning, Long-term forecasting and Corporate Strategy teams.
• Design and implement robust business case scenario models with dynamic input drivers and sensitivities to quantify risk and opportunity ranges.
• Develop and align financial modelling assumptions, methodologies and model limitation with stakeholders, business partners and senior leadership.
• Analyze financial implications of strategic initiatives such as new product launches or cancellations.
• Lead the development and implementation of a holistic financial modeling solution for the product portfolio and total enterprise profitability in partnership with assigned IT Finance group incorporating scenario planning tools and advanced analytics.
• Monitor and interpret regulatory changes like IRA, GHG and tariffs to implement compliance requirements and impacts into financial models accurately.
• Perform multi-level profitability assessments using granular product / brand level P&L breakdowns, activity-based costing and other frameworks.
• Partner with Advanced Portfolio planning and other stakeholders to evaluate new investment and product opportunities through P&L, Balance sheet and D&A Modelling integrating market intelligence, competitive dynamics.
• Integrate financial statement modelling (income, balance sheet & cash flow) using Excel, Power Query, VBA, eGPPS, GLPT, GBCT to drive planning models incorporating different variables and sensitivities (Volume, revenue, cost, regulatory).

Senior Finance Analyst

• Price and structure finance proposals across more than 15 financing programs to support customer purchasing decisions and meet territory revenue goals
• Facilitate contracts from origination through completion, ensuring timely execution and compliance with internal standards
• Manage and process approximately 30 closed deals per month, including review and submission of all required documentation
• Create and manage approximately 130 financing opportunities per month in Salesforce, ensuring accurate and up-to-date data entry
• Own and manage lower-value transactions independently, aligning with thresholds defined by the Regional Finance Manager
• Partner with a Regional Finance Manager to execute territory strategy and support larger, complex transactions through all stages of the deal lifecycle
• Educate sales representatives across multiple business units on leasing options and financing solutions to increase adoption
• Coordinate cross-divisional deals and consult with stakeholders to recommend appropriate programs and required documentation

Finance Specialist

• 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

• Drive profitable multi-office growth across a defined geography.
• Create a business plan emphasizing growth through effective management of P&L.
• Drive revenue and asset growth by segmenting needs and prioritizing opportunities.
• Develop and execute performance improvement plans.
• Implement national recruiting strategies and lead recruiting efforts.
• Onboard and ramp up new advisors to drive growth.
• Provide coaching to branch managers and advisors on business planning and client acquisition.

Complex Director

• Originate, structure, and execute lease transactions
• Develop and maintain relationships with institutional investors
• Lead syndication and secondary market sale of lease assets
• Stay informed on leasing and structured finance market trends
• Ensure compliance with regulatory and risk management requirements

Capital Markets Sales Officer

• 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.

Senior Claims Finance Analyst

• Focus on business development and recruiting skilled professionals for client project and interim needs within corporate finance and accounting, accounting operations, shared services, tax, payroll, and audit functions
• Introduce services via video, telephone, and in-person meetings with new and existing clients
• Develop and maintain client target lists and pursue new client relationships
• Generate leads via professional relationships, candidate interviews, and other interactions that support business development/sales efforts
• Develop enterprise-wide relationships with key stakeholders to present company offerings for client’s staff augmentation and/or project initiatives
• Collaborate with colleagues to promote the unique Full-Time Engagement Professionals solution to clients
• Expand current business through regular contact with clients and Full-Time Engagement Professionals on engagements
• Negotiate bill rates for Full-Time Engagement Professionals
• Utilize proprietary business development technology tools for efficiency
• Match Full-Time Engagement Professionals with client’s staff augmentation or project needs
• Recruit and hire highly skilled finance and accounting professionals into the national practice
• Meet weekly interview metrics and utilize proprietary recruiting technology tools
• Maintain ongoing communication with employees while offering professional and value-added career development
• Manage, counsel, and provide performance feedback to Full-Time Engagement Professionals

Talent Manager – Contract, Finance & Accounting

• 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

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