Financial Planning and Analysis

• Provide primary support for SPS’ financial reporting offering
• Process and report client’s financial reporting data
• Train client contacts to use Plan Sponsor Workstation (PSW)
• Participate in all operational aspects of the reporting process

Financial Reporting Manager – Stock Plan Services

• The Director of Fidelity Digital Assets® Finance will be heavily involved in the process of continuing to build out the foundation of our Fidelity Digital Assets Services finance capabilities
• Drive new product and feature implementation across the broader Finance function
• Business case support including product level PL development
• Develop and implement new pricing capabilities, including client PLs, segment-level pricing strategies, and product pricing
• Development of financial data analytics and competitive updates to functional business heads

Director, Finance

• Leading a team in the development and analysis of financial plans and reports.
• Driving strategic financial projects, providing insights that influence long-term planning and immediate business decisions.
• Simplifying and communicating complex financial data to ensure clarity and actionable insights for senior leadership.
• Conducting comprehensive economic evaluations to inform the organization's financial strategy and investment decisions.
• Identifying and analyzing emerging financial trends, integrating them into strategic planning and forecasting.
• Collaborating with internal finance teams and business leaders to consolidate financial results and enhance organizational effectiveness.
• Developing and refining financial models to support decision-making on strategic growth initiatives.
• Mentoring and developing team members, fostering a culture of excellence in financial management and analysis.

Senior Manager, Finance

• Advise investors on financing solutions for fix-and-flips, ground-up construction, and rental properties
• Build long-term relationships that generate repeat business and referrals
• Maximize company-generated opportunities while developing your own pipeline through networking, referrals, and prospecting
• Guide borrowers from application through funding
• Structure financing solutions that fit each investor's goals
• Partner with underwriting and operations to deliver an exceptional borrower experience
• Manage your pipeline using HubSpot and New Silver's proprietary technology
• Consistently exceed monthly production goals

Loan Originator – Real Estate Investment Lending

• Identify patterns in payment processing success, chargeback, and fraud rates by analyzing large quantity of data
• Monitor and forecast payment related metrics, such as acceptance rate and fraud rate, and predict customer behaviors through data analysis and modeling
• Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial and statistical modeling
• Monitor payment acceptance rates and track performance trends to proactively recommend adjustments to our payment processor allocation strategies when shifts occur
• Review transaction and chargeback data across various card brands, processors, and gateways to monitor performance trends, proactively identifying anomalies and recommending solutions to address issues.
• Make recommendations to improve operations, anti-fraud processes and system enhancements

Senior Financial Analyst, Payments

• 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

• 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 Representative

• leading the development and execution of investment accounting frameworks
• ensuring consistency, strong controls, and high-quality financial reporting across business units
• partnering closely with accounting, policy, and business teams to navigate complex investment structures
• providing technical guidance and translating detailed analysis into clear, actionable insights for leadership
• enhancing processes and driving greater efficiency and scalability in how investment accounting is performed
• fostering a collaborative, high-performing environment, coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation

Director, Investment COE

• lead the strategy and execution of scalable processes that support offering and investor documentation
• general oversight processes for private alternative investment funds
• critical role in shaping standards for private fund documentation
• vetting key provisions
• operationalizing investor agreements across a rapidly growing alternatives platform
• broad visibility to senior leadership
• drive meaningful impact through process innovation, governance, and operational excellence
• partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle

Director – Alternative Investments, Investor Operations and Oversight

• Prepare the production of financial reports to ensure accuracy and compliance
• Participate and/or lead operational efficiencies to scale and automate processes
• Interact with many groups within the Fidelity organization
• Effectively represent the business to customers and business partners

Analyst, Alternative Investments – Shareholder Reporting

• Oversees all financial and accounting activities.
• Responsible for budget management, financial analysis, payroll, forecasting, accounts payable, and financial reporting.
• Works closely with senior management to maintain company goals.
• Oversee key business functions such as accounting, accounts payable, and payroll.
• Creates and monitors budgets, budget variances, and forecasts.
• Provide analytical, forecasting, reporting, and project support to the executive management team.
• Prepares and presents financial reports and risk analysis.
• Establishes and maintains financial controls within the accounting department.
• Manages annual audit with outside audit firm.
• Manage corporate insurance policies and renewals; interface with broker as necessary.
• Analyze, document, and improve finance-related business processes.
• Mentor and develop finance staff members.
• Ensures compliance with state and federal regulatory requirements and professional standards.
• Provides timely, constructive feedback, coaching, and progressive discipline to employees, as needed.

Finance Manager

• Heavy outbound calls to prospects and customers to drive bigger deals and more new opportunities.
• Revenue: Develop, realize and maintain incremental revenue by selling and advocating GGS products and services “to”, “through” and “with” prospective customers within specified territory and / or assigned accounts.
• Experience utilizing CRM software to document all sales activity, manage the sales pipeline and identify, track and facilitate closure of key opportunities.
• Maintain on-going relationships with multiple contacts throughout client’s organizations and effectively utilize internal resources to insure smooth delivery of products/ services and payment.
• Process all sales order paperwork in a timely fashion.
• Resolve customer conflicts quickly.
• Travel within geographic territory as required.
• Reside in major metropolitan city within territory.
• Travel to and attend trade shows promoting products when required as well as internal sales meetings arranged by the company.
• Maintains a consultative or solutions-oriented selling style.
• Experience and understanding of banking core systems and teller platforms a plus.

Director, Commercial Accounts – Financial Markets

• Prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards
• Participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures
• Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners

Senior Manager, Alternative Investments, Shareholder Reporting

• play a key role in the oversight of Certification and Financial Reporting of Fidelity’s alternative, retail and institutional funds
• provide support for the financial statement certification process
• coordinate various audits (both external and internal)
• monitor the control environment
• think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk.

Director, Certification and Financial Reporting Oversight

• Work closely with senior consultants and industry experts to develop innovative financial solutions for airports and aviation organizations
• Build sophisticated financial models tailored to the unique needs of airport and aviation clients
• Analyze airport revenues, expenses, capital programs, funding strategies, and business opportunities
• Conduct aviation industry research to support client projects and strategic initiatives
• Develop financial analyses that inform critical business and investment decisions
• Maintain and enhance proprietary databases and analytical tools used across the firm
• Prepare reports, memoranda, presentations, and client deliverables that clearly communicate findings and recommendations
• Support business development, proposal preparation, and client engagement efforts
• Collaborate with multidisciplinary teams of aviation, planning, engineering, and business professionals

Aviation Financial Consultant – Future Opportunities

• Prepare the production of financial reports to ensure accuracy and compliance with regulatory requirements
• Participate and/or lead operational efficiencies to scale and automate processes
• Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners

Manager, Alternative Investments – Shareholder Reporting

• Prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards.
• Participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.
• Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.

Senior Manager, Alternative Investments – Limited Partnership Shareholder Reporting

• 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

Senior Financial Analyst

• Support the development of customer-centric solutions that enhance how clients engage with our Wealth Management offerings
• Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams
• Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning
• Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization

Financial Planning and Analysis jobs in New Hampshire

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