Financial Planning and Analysis

• 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

• Own and lead the end-to-end accounting function: close, GL, reconciliations, technical accounting, and GAAP financial reporting.
• Lead and scale the accounting team (currently: Controller, Accounting Manager, and two Staff Accountants).
• Drive a fast, repeatable, and audit-ready monthly close process with strong documentation and controls.
• Own Tapcheck’s relationship with our Big Four auditor, including audit planning, deliverables, and execution.
• Build the finance foundation for future SOX readiness and SOC 1 efforts.
• Own FP&A including budgeting, forecasting, long-range planning, KPI reporting, and executive financial packages.
• Own treasury operations including liquidity planning, cash forecasting, and banking relationships.
• Own debt / capital markets activities including lender reporting, covenant compliance, and capital strategy.
• Own tax strategy and compliance, managing external partners and ensuring proactive, accurate execution.
• Improve finance systems, workflows, and automation to support scale (Workday experience strongly preferred).
• Partner cross-functionally to ensure financial rigor, operational alignment, and high-quality reporting.
• Establish the governance, reporting, and operational discipline required for IPO readiness (even if not immediate).

VP, Finance – Accounting

• 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

• Manages the analytics and risk assessment of a portfolio of existing Native American Financial Services (NAFS) relationships
• Compiles required due diligence information for existing and new client opportunities.
• Develops and maintains covenant and relevant compliance reporting processes.
• Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval.
• Maintains an active dialogue with the client's financial team regarding present financial conditions and forecast trends.
• Evaluates covenant compliance for each client and requests for waivers and amendments.
• Participates in communication with outside legal counsel (bank and client) on documentation development for credit and deposit products.
• Underwrites new credit requests for existing and prospective clients.

Senior Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

• 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 - reconciling forecasts and flagging areas of risk and opportunity 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
• Provide reliable coverage on all recurring deliverables during high-volume periods
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership.

Senior Commercial Finance Manager – Contract

• Obtaining Securities Industry licenses
• Received personalized classes for SIE, Series 7 and Series 66 Exams
• Taught foundational skills to be an advisor
• Help deliver Bank of America’s core banking, investment solutions and client care
• Work in a financial center aiding client relationship management
• Guide clients through financial decisions based on their needs

Financial Solutions Advisor

• Ultimate accountability for the delivery and execution of all financial matters for the operating area through effective business partnering with the P&L owners, functional partners and financial centers of expertise (COE)
• Planning, budgeting, forecasting
• Business advisory and analytics
• Internal controls
• Tax and other statutory compliance
• Actual reporting & analysis
• Asset management
• Supporting the business to achieve the results
• Working with COEs to support effective execution for all financial accounting activities related to accounts payables, accounts receivables, general ledger and cash management
• Ensuring completeness, accuracy and timeliness of all financial reporting including the coordination and completeness of annual audit reviews and ensuring compliance with all legal and statutory requirements
• Providing guidance and advice, related to the management of cash flow, cost controls and expenses for different functions identifying potential financial opportunities and weaknesses and recommending corrective actions
• Coordinating Long Range Plan of the operating area and ensuring sound underlying strategic priorities
• Defining and facilitating the achievement of goals and key performance indicators for operating area and supporting COEs and ensuring effective implementation of the performance management process within organization
• Nurturing talent within the organization and creating the right leadership culture by providing ongoing feedback, coaching and development opportunities to individuals to enable achievement of their defined goals

Director, Finance Business Partner

• 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

• 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

• Work with vendors and their customers to structure and present financing products for a variety of equipment.
• Develop and maintain relationships with equipment manufacturers, distributors, dealers, and/or resellers.
• Market services to potential customers through outbound calls and marketing materials to cultivate relationships.
• Support existing manufacturer programs by following up and managing ongoing transactions.
• Expedite ongoing transactions.
• Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees.

Regional Sales Manager – Industrial Equipment Finance

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and make referrals based on client needs
• Review financial and investment goals with clients
• Build financial plans and recommend brokerage products
• Apply and expand knowledge by completing required licenses and trainings

• Lead the annual budgeting, monthly forecasting, and long-range strategic planning processes, coordinating with Executive Leadership, program leaders, practice leaders, and department heads to ensure alignment with the firm's strategic objectives
• Develop and manage comprehensive financial models for forecasting revenues, expenses, resource capacity, cash, investments, and profitability, particularly focusing on driver-based models relevant to professional services (e.g., headcount, contracts, projects, utilization, bill rates)
• Provide insightful financial due diligence and analysis for potential strategic investments, capital expenditures, and major initiatives
• Oversee the preparation of detailed, timely, and insightful monthly and periodic financial reports for the Leadership Team and Program Management
• Monitor performance against the annual budget, forecasts and key operational metrics, identifying trends, opportunities, and risks
• Analyze key professional services metrics, including utilization, unit economics, margins by program/project/client/practice area, and backlog, providing strategic recommendations for margin improvement and efficiency
• Act as a trusted financial advisor to program and practice leaders, helping them manage their P&Ls, understand their cost drivers, and make data-driven decisions on pricing, staffing, and investments
• Oversee the end-to-end monthly contract invoicing process, ensuring accuracy, compliance with client contracts, timely submission of invoices to clients, and close collaboration with Program and Operations
• Work with the Accounting team to ensure billing practices align with GAAP regarding revenue recognition for fixed-fee, time-and-materials, and other types of contracts
• Analyze invoicing trends, monitor the aging of receivables, and provide timely financial information to support collections efforts and minimize Days Sales Outstanding
• Lead the company pricing function in partnership with Business Development, Delivery, and company leadership, ensuring competitive pricing approaches, reliable models, and flexible tools are in place to drive growth while maintaining strict adherence to firm-wide financial goals
• Collaborate with Growth and Delivery Teams to ensure that resource estimates, price targets, and supporting models are grounded in operational reality and historical performance
• Establish feedback loops and regular communication with Growth, Delivery, and other leaders are in place to provide data-driven insights that continuously improve pricing strategies and tools
• Partner with the CFO, other C-level executives, and key leaders on firm-wide strategic and operational initiatives
• Lead, mentor, and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement
• Streamline and improve existing reporting and planning processes so all leaders can easily access the financial information they need to perform their roles, leveraging financial systems and business intelligence tools for efficiency and enhanced analytics

Director of Financial Planning – Analysis

• Build detailed financial models and analyses to enable business planning and strategic decision making at all levels of the business
• Maintain and evolve the company’s operating model
• Analyze trends and distill actionable insights to guide long-term strategy and day-to-day execution
• Support corporate finance workstreams including annual planning, forecasting, and board materials
• Establish excellent cross-functional relationships across the Company to source data, gather information, and deliver actionable, data-driven findings
• Deliver high-quality analysis that influences key business decisions
• Leverage AI tools and workflows to improve the speed, quality, and scale of work

Strategic Financial Analyst

• 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

• Own the maintenance and quarterly refresh of consolidated forecasts (3+9, 6+6, 9+3)
• Support and help drive the annual budgeting process, including business unit input collection, consolidation, and executive review materials
• Maintain forecast assumptions, scenario logic, and version control across planning cycles
• Build and maintain monthly board reporting packages, including P&L performance, variance commentary, and KPI reporting
• Partner with the VP of FP&A to develop executive-level narratives on performance and trends
• Prepare materials for board meetings, audit committee meetings, and lender/investor reporting
• Support the monthly reporting process across actuals vs. budget, forecast, and prior year
• Analyze revenue, gross margin, and operating expense performance
• Identify root causes of variances and clearly communicate drivers and implications
• Support multi-year planning and strategic initiatives through scenario modeling
• Build flexible models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changes
• Partner with business unit leaders and shared services teams to connect operating metrics to financial outcomes
• Translate operational drivers (e.g., lead volume, RPO, channel mix) into financial performance insights
• Identify opportunities to improve FP&A processes, reporting, and data workflows
• Support efforts to automate recurring deliverables and improve reporting efficiency
• Perform deep-dive analyses for executive leadership on key business questions
• Develop clear, structured analyses to support decision-making across the organization

Senior Financial Analyst, FP&A

• As Director, Strategic Finance, you will build and lead Slingshot’s financial planning and analysis function for the Engineering org.
• You’ll translate complex financial data into actionable insights, guide critical business decisions, and help scale the financial infrastructure needed to support rapid growth and capital strategy.
• This role sits at the intersection of strategy, operations, and finance—driving long-range planning, optimizing resource allocation, and supporting fundraising and investor engagement.
• Deliver clear, data-driven insights through executive dashboards, KPIs, and performance reporting.
• Prepare materials for Board of Directors and investors, including variance analysis and forward-looking projections.
• Act as a trusted advisor to leaders across Engineering.
• Build and maintain complex financial models to support scenario planning, M&amp;A, and fundraising.
• Own and optimize FP&amp;A tools and systems (e.g., NetSuite Planning &amp; Budgeting, Adaptive Planning).

Director, Strategic Finance

• Conduct interviews with applicants seeking to qualify and obtain financial aid
• Applicants are inspired to their highest level of achievement and excellence
• Applicants are treated with fairness, respect, impartiality, and objectivity while abiding by all accreditation/compliance rules and regulations
• Applicants are contacted in a timely manner and the customer service provided meets or exceeds expectations
• Examine applicant documents for completeness and accuracy
• Other duties as assigned by the VP of Student Finance and the Associate Director of Financial Aid

Financial Aid Assistant

• Support Grove’s operating forecast (weekly/monthly)
• Build and maintain models across:
• LTV / CAC by channel
• Marketing efficiency and spend allocation
• Fulfillment and operational metrics
• Identify risks, pressure-test assumptions, and proactively adjust outlook
• Analyze paid media performance
• Evaluate customer acquisition efficiency and cohort behavior
• Partner with Marketing to optimize spend and improve paybacks
• Model shipping, labor, and operational costs
• Identify cost drivers and opportunities for margin improvement
• Support international expansion
• Translate complex analysis into clear, actionable insights
• Support leadership and board-level discussions as needed
• Operate confidently in high-visibility environments

Strategic Finance Manager

• Own financial reporting and analysis for multiple Distribution Centers.
• Partner with DC leaders to explain variances and identify risks.
• Support Financial Planning Manager with reporting and analysis for broader business insights.
• Prepare financial reporting and analyze results with performance management.
• Manage general ledger balances related to DCs and support month-end financial close.

Senior Analyst – Finance

• Responsible for providing sales training and coaching to drive results across all assigned Branch, Travel, Call Center, and Auto Repair locations.
• Act as subject matter expert (SME) on sales materials, technology, and processes.
• Provide hands-on sales coaching and training support to ensure leaders and team members understand product design, usage, and deployment.
• Develop best practices and deliver sales coaching and training programs to enhance the skills and performance of field and call center teams.
• Track individual and team performance, communicate insights, forecast results, and evaluate remediation plans.
• Build and maintain strong relationships with all key stakeholders, including managers and team members, internal departments, and external partners.
• Collaborate with marketing and product teams to develop and implement effective sales campaigns.

See all jobs on JobTailor

Trust Investment Officer

VP, Finance – Accounting

Senior Claims Finance Analyst

Senior Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

Senior Commercial Finance Manager – Contract

Financial Solutions Advisor

Director, Finance Business Partner

Financial Analyst, FP&A

Strategic Financial Lead – Fractional or Retired CFO

Regional Sales Manager – Industrial Equipment Finance

Financial Solutions Advisor

Director of Financial Planning – Analysis

Strategic Financial Analyst

Fractional CFO – Systems & Strategy Lead

Senior Financial Analyst, FP&A

Director, Strategic Finance

Financial Aid Assistant

Strategic Finance Manager

Senior Analyst – Finance

Senior Sales Specialist, Financial Services