Financial Planning and Analysis

• Partner with Global Corporate IT leaders to produce detailed and dependable bottom-up quarterly forecasts and annual budgets through meaningful business partnership and insight gathering.
• Lead strategic analysis of SMG&A to provide actionable insights to key finance collaborators, including our CFO.
• Coordinate month-end operations for principal Global Corporate IT business units and departments by assessing monthly transactions, entering journal entries, and pointing out risks and opportunities connected to projected spend.
• Work with Global Corporate IT on the cost allocation model annual review, including communication with key collaborators.
• Develop enhanced reporting, including self-service reporting for collaborators, such as dashboards, visuals, or new reporting styles.
• Build positive connections across the Global Corporate IT, Group Planning and Reporting, and extended Group Finance teams to encourage open and timely communication.
• Support relevant audit and business risk management initiatives as required.
• Assist in the delivery of Global Corporate IT, Group Planning & Reporting, and wider Group Finance initiatives.

Senior FP&A Analyst - IT

• Lead process to prepare financial forecasts in partnerships with leaders across the company
• Support annual operating plan cycle including target setting, guideline creation, managing calendar and milestones and producing presentations for senior leadership and board of managers
• Collaborate with leadership team to provide analytical rigor and evaluate strategic initiatives
• Partner closely with Fuze Rx’s Operations teams across Care, Fulfillment, and Delivery to proactively seek opportunities to drive operational excellence and optimize conversion costs
• Partner with all members of the senior management team and other company leadership on assessing and analyzing critical business decisions
• Build outstanding and effective relationships with cross-functional team
• Support the development and monitoring of KPIs tied to strategic goals, as well as evaluation of team performance against these metrics
• Strict adherence to the Company’s corporate policies and all regulatory requirements

Senior FP&A Analyst – Commercial

• This position provides Medicaid enrollment support and financial assistance services for community-based individuals.
• Screen and assist with all steps of the Medicaid and Charity Care/Other Assistance Programs enrollment process.
• Make/take phone calls related to the Medicaid and Charity Process to both patients and Medicaid state representatives.
• Gather, verify, evaluate, and enter necessary social, financial, and medical information into various forms/applications.
• Collaborate with on-site leadership and financial counselors to ensure timely submission of Medicaid or Charity applications based off program guidelines.
• Maintain proper certification and training on federal and state level (if required).
• Maintain a knowledge base of the current Medicaid/Charity/Other Assistance Programs within the state and keep up to date with ongoing changes to any policies and procedures – Federal, State, Organization.
• Meet or exceed daily standards for performance, accuracy, customer service, and quality.
• Performs other duties as assigned.

Financial Assistance Specialist

• 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

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• Handles inbound inquiries from leads regarding Merrill offerings
• 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 – Nevada Market

• Build analyses and forecasts for large investment opportunities and strategic business decisions. Present complex financial information to Executives, and non-financial personnel
• Prepare and analyze quarterly risk review analyses and presentations. Identify areas of risk within the company portfolio, and help identify solutions and make recommendations
• Assist in consolidating and analyzing financial statements, forecasts, and budgets
• Coordinate, prepare and analyze monthly, quarterly, and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results
• Identify key data sources and utilize data-driven insights about important departmental metrics to improve business decisions
• Create effective PowerPoint presentations for Board meetings on a monthly and quarterly basis
• Perform ad-hoc financial and operational analysis
• Take on special projects as required
• Develop SQL queries for ad-hoc analyses and monthly reporting

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, coach, and develop a team of six Financial Consultants across the country
• Design and execute national distribution strategies to grow AUM and revenue
• Deliver training and development programs focused on investment products and sales effectiveness
• Collaborate closely with the CIO to align distribution efforts with the firm’s investment philosophy
• Monitor sales performance, pipeline activity, and implement KPIs and reporting frameworks
• Ensure compliance with FINRA, SEC, and internal policies

AVP, Financial Consulting

• 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

• Provide a variety of financial consulting services to clients
• Technical Accounting and Accounting Support to business operations
• Business process improvement and internal controls assessments
• Advisory projects including organizational structure analysis and profitability analysis studies
• Provide timely, high quality client service including coordinating the development and execution of the consulting work plan
• Develop an understanding of the client's business and industry
• Actively participate with engagement team and function as an in-charge and go-live lead
• Identify performance improvement opportunities

Senior Associate, Accounting and Finance Consulting – Gaming and Hospitality

• Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Consumer Banking and Workplace Benefits
• Monitor EBI sales reporting and identify gaps/opportunities
• Support effective on-boarding, training, and continuing education of unregistered sales associates.
• Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
• Support the team in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
• Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork, partnership ability & managing by influence
• Lead and develop program initiatives relating to partners and process evolution

Performance Manager, Banking & Investments

• 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

• Own forecasting, budgeting, and long-range planning — build and maintain the financial models that drive the annual budget, quarterly and monthly forecasts, and multi-year strategic plans.
• Run the planning cycles end to end — partner with department heads to build plans that are both realistic and ambitious, and hold the process together as the single owner of FP&A.
• Turn results into insight — analyze actuals against budget and forecast, explain the variances, and translate what happened into what we should do next.
• Define and track the metrics that matter — develop KPIs and build clear, trustworthy dashboards and reporting that tell leadership the truth about performance quickly.
• Be a true business partner — embed with Sales, Marketing, Product, Engineering, and Operations to support strategic initiatives with financial analysis and a point of view.
• Inform the big decisions — prepare board-quality analysis and presentations for the executive team on financial performance, unit economics, and key business drivers.
• Support strategic and ad-hoc work — model scenarios for fundraising, new product launches, pricing, and market expansion.
• Raise the bar on how finance operates — drive process improvements across the FP&A function to make it faster, more accurate, and more scalable.

Strategic Finance Lead

• Connect with people who asked for help protecting their families
• Provide mentorship and guidance to new agents
• Build your own agency through the Ownership Pathway
• Utilize cutting-edge technology and training

Financial Protection Specialist

• 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

• 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

Financial Planning and Analysis jobs in Nevada

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Senior FP&A Analyst - IT

Senior FP&A Analyst – Commercial

Financial Assistance Specialist

Manager, Commercial Finance

Senior Strategic Planning Manager

Financial Advisor – Nevada Market

Financial Analyst

FP&A Manager

AVP, Financial Consulting

Senior Financial Analyst

Senior Associate, Accounting and Finance Consulting – Gaming and Hospitality

Performance Manager, Banking & Investments

Financial Service Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Strategic Finance Lead

Financial Protection Specialist

Assistant Director of Financial Planning

Financial Representative

Financial Representative