Financial Planning and Analysis

• Prepares in-depth financial analyses and research to support management decisions and financial reports
• Analyzes financial implications of business decisions on results
• Researches and interprets financial data using advanced financial techniques
• Develops financial models for business initiatives
• Collaborates with departments on financial consequences of actions
• Supports internal and external auditors by preparing analytical schedules
• Develops and documents system changes or upgrades
• Prepares complex journal entries and participates in month-end procedures
• Performs employee benefit accounting and reporting
• Balances insurance company Annual Statement supplemental schedules with regulators

Senior Accountant/Financial Analyst

• Own the end-to-end monthly cycle for the AI reporting work stream, including final inputs, executive steering committee reviews, and final leadership mailout (Monthly Operating Reviews with Senior Management)
• Build, maintain, and continuously improve recurring monthly deliverables, including the AI strategy deck, back-up materials, executive talking points, and a monthly AI initiative spotlight.
• Maintain the master tracker of all active and planned AI initiatives across the enterprise as the single source of truth.
• Apply and evolve the rules of engagement that govern functional vs. enterprise objective classification and direct vs. indirect benefit quantification (revenue growth, cost savings, productivity, time efficiency).
• Partner with finance and function point-people to convert hours saved, headcount avoidance, quality gains, and revenue lift into defensible dollar figures using prorated deployment-date and ramp logic.
• Pressure-test quantifications submitted by functions and explain methodology to senior leadership on demand.
• Track and report enterprise-wide AI engagement metrics and AI developer-tool impact (unique users, merged pull requests, code review activity), and maintain the consolidated benefits view by function.
• Conduct external benchmarking against peer companies to contextualize GM's AI value reporting for executive audiences.
• Prepare executive-ready talking points, narratives, and Q&A backup for senior leaders presenting AI content and adapt communication style to convey recommendations across different disciplines.
• Translate complex technical AI concepts (machine learning models, generative AI agents, computer vision, LLM-based assistants) into clear financial narratives and gain agreement regarding the business forecast direction.
• Guide direct reports on scoping complex problems and developing creative, innovative financial solutions.

Finance Manager – AI Reporting

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Manager, Commercial Finance

• Lead the development of high-impact strategic communications plans in support of the Vice President and the broader Brand & Product Communications function.
• Translate business priorities, organizational shifts, product plans, brand moments and leadership objectives into clear narratives, communications strategies and decision-ready materials.
• Drive the development of executive-level presentations, talking points, briefing documents, strategic memos, organizational updates and internal narratives.
• Ensure each piece of work is clear on the objective, grounded in insight, relevant to the audience and aligned with the broader business context.
• Partner with communications leaders across the function to sharpen the strategic quality of their work.
• Act as a strategic partner to the Vice President on planning, prioritization and execution across the function.
• Help manage the business by identifying what requires attention, where decisions are needed, what is off track and where tighter alignment is required.
• Develop and maintain an integrated view of the work across the organization so the Vice President has clear visibility into priorities, interdependencies, risks, key decisions and resourcing needs.

Manager, Strategic Communications – Business Planning

• Handles inbound inquiries from leads regarding Merrill offering
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Merrill Advisor Development Program

• Configuration of timekeeping and payroll systems.
• Monitor data feeds from source systems into payroll and timekeeping as well as monitor outbound data feeds to other systems and third party vendors. Trouble shoot errors with data feeds and resolve
• Maintains documentation on business processes, configurations and other materials.
• Creates more complex end user reports, analyzes the data within and compiles the data in requested formats for management/executive reporting.
• Recommends and supports management with more complex system modifications to meet the changing needs of the department. Tests system modifications/programming changes. Updates internal work processes/jobs aids resulting from systems changes. Trains other associates on systems changes.
• Collaborates with human resources operations and cross functional teams to define business requirements for required or requested changes.
• Provides technical support, troubleshooting, and guidance to end users and communicates status to relevant stakeholders.
• Performs other duties as assigned

Finance Specialist

• Managing & performing execution for CFO Services projects
• Developing dynamic financial models to support strategic planning
• Providing financial leadership and support with budgeting, acquisition, and other key business processes
• Creating cash management and forecasting tools
• Working with management on key metrics and driving business improvement
• Completing department assessments
• Improving month-end closing, reporting, and analysis
• Leading CFO oriented projects

Senior Manager, CFO Advisory Services

• Provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services
• Deliver phone-based financial counseling services
• Respond to inbound calls, client emails, and conduct outbound service-related calls
• Gather, review, and analyze client financial information, including credit reports
• Develop and present individualized action plans and educational resources
• Discuss program options and applicable fees when appropriate
• Provide housing-related counseling services, including: Pre-purchase counseling, Foreclosure prevention, Rental counseling, Post-loan modification coaching, Reverse mortgage counseling
• Maintain accurate records and strict confidentiality of client information
• Complete required training and maintain applicable certifications
• Collaborate with colleagues to support service quality and organizational goals
• Perform additional duties as assigned

Financial Wellness Expert

• Managing & performing execution for CFO Services projects focused in the following areas:
• Leading fractional CFO support engagements driving improvement in areas such as:
• Developing dynamic financial models to support strategic planning
• Provide financial leadership and support with budgeting, acquisition and other key business processes
• Creating cash management and forecasting tools
• Working with management on key metrics and driving business improvement
• Completing department assessments
• Improving month-end closing, reporting and analysis
• Leading CFO oriented projects in areas such as:
• Performing product or service cost studies
• Completing profitability by product or customer projects
• Improving ERP software utilization
• Supporting due diligence project for buy/sell side activities
• Lead refinance or restructuring efforts
• Developing the sales pipeline and market for CFO services
• Work in the following areas to develop a sale pipeline:
• Internally with the business development team
• Externally with the business referral networks, community and industry organizations
• Driving opportunities for CFO Services and related transactional accounting outsourcing

Senior Manager – CFO Services

• Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends
• Contribute to the Company’s rolling forecasts, annual operating plan, and long-range projections
• Analyze and report on key SaaS metrics (ARR, churn, retention) to support monthly forecasting and reporting
• Calculate incentive compensation (commissions, sales bonuses) on a monthly basis and provide insights into how to streamline the process
• Execute key month- and quarter-end close activities, preparing accurate reporting deliverables for both internal and external stakeholders
• Collaborate with cross-functional teams to implement processes and tools to control data integrity and alignment between systems
• Identify and execute process improvements, including ways to leverage AI to improve reporting accuracy and efficiency
• Support other ad hoc finance items and special projects

Financial Analyst

• Support company-wide financial planning process; long term strategy, annual budgeting, monthly forecasting, and reconciliation of variances to actual results
• Develop trusted relationships with a broad base of key stakeholders and business partners as a key point of contact for Finance
• Drive business unit and functional level financial forecasts that accurately predict business performance in order to manage towards desired outcomes
• Contribute to the development and evolution of FP&A processes, systems, and reporting; improving visibility and accountability towards increasing operating leverage for the business
• Support strategic short and long-term business decisions through financial modeling and analysis of investment opportunities
• Strong interpersonal and communication skills

FP&A Manager

• Lead budgeting, forecasting, long-range planning, financial modeling, and reporting activities to support business performance and strategic decision-making.
• Develop financial insights and recommendations that improve forecast accuracy, profitability, and business outcomes.
• Partner with sales, marketing, field service, demand planning, and other business leaders to align financial plans with operational objectives.
• Analyze revenue, contract performance, and financial trends to identify risks, opportunities, and growth drivers.
• Build and maintain financial models that support planning, investment decisions, and performance tracking.
• Drive continuous improvement initiatives that standardize financial processes, reduce complexity, and increase scalability.
• Collaborate with finance teams to ensure accurate financial reporting, compliance with accounting policies, and adherence to internal controls.
• Support audit activities and governance processes related to revenue recognition, contracted revenue, and other key financial operations.

Lead Analyst, Finance

• Financial Planning & Analysis
• Own the annual plan and rolling forecast, including P&L, headcount, and cash flow modeling
• Build and maintain SITE’s Long Range Plan (LRP) with scenario planning capabilities for strategic decision making and fundraising support
• Lead the monthly close cadence in partnership with our accounting team, owning the management reporting package delivered to the CEO and board
• Develop department-level budgets with functional leaders and hold the business accountable to them
• Lead the financial workstream for the Series B raise: investor-ready model, KPI narrative, and data room preparation
• Strategic Finance & Operations
• Evaluate M&A, partnership, and market expansion opportunities through rigorous financial diligence and scenario modeling
• Build out our SaaS Dashboard: ARR/ACV cohorts, GRR/NRR, CAC, LTV, gross margin by segment, Rule of 40, etc.
• Drive pricing and packaging analysis across our SaaS and services offering, including unit economics by customer segment
• Own the annual and quarterly planning process (OKRs, goal-setting), maintain the finance/executive operating calendar, and ensure the leadership team stays coordinated on priorities and accountable to them
• Act as go-to for cross-functional problem solving - taking on projects that don’t fit cleanly in one department
• Data & Analytics
• Partner with Data & Analytics to develop automated pipelines for recurring finance/sales/ops workflows, reducing manual effort and improving data quality

Director, Finance & Strategy

• Support timely, data-driven decisions across warranty forecasting, accounting, audit and SOX compliance, and financial analysis.
• Perform and oversee general ledger activities, including journal entries and reconciliations, in accordance with US GAAP.
• Identify, assess, and resolve accounting risks, issues, and process gaps.
• Evaluate new warranty coverages and develop related financial models.
• Develop and analyze actuarial warranty forecasting models.
• Support quarterly reserve adequacy studies through claims analysis.
• Assess warranty reserve balances using appropriate actuarial techniques.
• Support annual warranty accrual rate-setting activities.
• Provide data, analysis, and ad hoc support to Finance, Product Development, Quality, and Engineering teams.
• Execute internal controls, SOX compliance activities, and financial procedures.
• Support financial reporting, including consolidated results, SEC documents, and management reporting.
• Support audit requests and resolve open items in a timely manner.
• Improve accounting practices, policies, processes, and controls.
• Leverage technology to strengthen controls, improve efficiency, and enhance reporting.
• Communicate financial results to stakeholders and leadership.
• Support special projects and ad hoc business requests.
• Build strong partnerships across Controllership, Finance, IT, and operations.

Senior Financial Analyst – Accounting

• Serve as the primary technical expert for Workday Financials and PSA.
• Act as a trusted advisor to our functional SMEs, providing technical support for day-to-day activities and enhancement initiatives.
• Participate and provide technical leadership in all phases of new deployment projects from discovery and planning through implementation and support.
• Collaborate with functional and technical teams to gather requirements and translate them into scalable solutions.
• Identify strategies, risks, and options for recommended solutions.
• Provide technical leadership, mentorship, and knowledge sharing to cross-functional teams.
• Provide Workday technical support to the Product Managers and Product Owners as needed for development of the product roadmap.
• Collaborate with the Workday HR Technical Lead to develop and maintain a Workday implementation playbook, including standardized processes and templates to be used on all significant deployment projects.
• Lead project teams in the execution of this playbook in Financials and PSA specific Workday projects.
• Provide technical support to the functional SMEs during regression testing of Workday’s semi-annual releases.
• Initiate, track, and follow up on support requests with Workday and third-party partners.
• Participate in and drive continuous improvement initiatives.
• Maintain required documentation, including design documents, release notes, and support processes.
• Attend relevant trainings, webinars, and conferences to stay current on new and updated features, functionality, and best practices to apply to the Firm’s Workday platform.
• Build and maintain a network of peers in the Workday ecosystem.

Workday Financials Manager

• Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
• Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
• Deliver an engaging client experience to effectively take care of our client's financial and service needs.
• Is proactive with consistent partner communication.
• Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
• Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
• Consistently communicates with clients to provide ongoing financial advice and guidance.
• Leads assigned branch teams on activities to achieve specific branch investment targets.
• Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
• Consistently meets service level agreements on referral contact and follow-up.
• Responsible for business development through branch partner relationships, as well as proactive inbound/outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
• Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
• Completes all assigned firm and regulatory training and continuing education by required deadlines.
• Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
• Performs other duties as assigned

Dedicated Financial Advisor – Advice Center

• Serve as CFO for approximately 25–30 clients
• Analyze financial statements, KPIs, cash flow, profitability, and business performance
• Identify financial trends, operational risks, and growth opportunities
• Deliver monthly financial reviews and strategic recommendations
• Help business owners understand financial data and turn insights into action
• Develop budgets, forecasts, and cash flow projections
• Hold clients accountable to financial goals and performance metrics
• Partner with bookkeepers to improve financial accuracy and reporting
• Build long-term trusted advisor relationships with clients
• Collaborate with internal team members to deliver an exceptional client experience

Fractional CFO Advisor – Full-Time

• Providing advice, guidance & leadership to RHM & Region leaders in developing strategies & achievement of performance goals
• Enable Collaboration across & within service area, RHM & Regions to ensure consistency & integration of strategy & operations
• Provide advice, guidance & leadership for vendor/contract labor management including centralizing strategy & optimizing spend
• Collaborate in system-wide strategy development & deployment of functional area priorities & initiatives
• Responsible for measuring & reporting KPIs / metrics & value delivery
• Maintain a working knowledge of applicable federal, state & local laws / regulations to ensure adherence in an ethical & professional manner
• Responsible for managing the day-to-day operations at multiple sites for all pre-service activities such as scheduling, pre-registration, financial clearance, patient payment
• Manages the operations & staff of multiple patient access service functional areas
• Manages all aspects of employee life cycle including hiring, employee performance, development, & productivity standards

Regional Manager – Financial Clearance

• Manage a portfolio of substandard Business Banking loans
• Work with customers, attorneys and liquidators to gently exit borrowers unable to maintain their relationship with HNB
• Develop a litigation and or liquidation strategy on classified loans up to $500M to minimize losses
• Present a summary of action plans to resolve the problem loans to FRG senior management
• Analyze financial plans, negotiate loan collection or restructuring, and recommend/oversee litigation, liquidation to reduce exposure
• Identify appropriate risk ratings, accrual status and losses
• Address workout scenarios, communicate data driven results to upper management
• Adhere to bank policies and procedures and comply with legal and regulatory requirements
• Accountable for risk management, compliance and audit performance
• Establish or work with management to develop effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements
• Maintain current knowledge of risk-related changes that may impact assigned areas of responsibility.

Financial Recovery Representative II – Default Services

• Conduct research and document business requirements
• Provide analytical and reporting support
• Maintain performance reporting capabilities
• Collaborate with business units and vendors for project execution
• Ensure quality of performance data and oversight tasks

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