Financial Planning and Analysis

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed
• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker – Bilingual Spanish Required

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions for clients as needed
• Conducting deep conversations with clients to understand their financial goals and direct them to solutions

• Responsible for managing assigned AR and collection of outstanding balances from patients and third parties for durable medical equipment claims.
• Run AR reports independently.
• Review, analyze and compare information on reports.
• Prioritize work based on age and balance of accounts to avoid timely filing denials.
• Review correspondence and EOBS and take appropriate action.
• Maintain a follow-up system to assure accounts are brought to conclusion in a timely manner.
• Submit appeals and corrected claims as necessary.
• Prepare and submit payor projects.
• Answer calls and inquiries from patients to keep them informed of any issues with their claims.
• Request necessary information from patients and physicians to expedite claim processing.
• Negotiate prompt pay discounts.
• Request adjustments, transfers and reversals with the proper justification.
• Identify accounts that need to be sent to collections in a timely manner.
• Communicate payor trends in a timely manner.
• Work collaboratively with other departments to create a smooth patient experience.
• Working knowledge of DME medical policies.
• All other duties as deemed necessary.

Patient Financial Service Representative

• Support the implementation and ongoing operation of the firm’s investment data operating model
• Ensure high-quality, timely, and reliable data across investment processes
• Act as a subject matter expert and primary executor across data operations workflows
• Contribute to ensuring the platform supports IBOR production, investment processes, risk analytics, compliance, and reporting needs
• Execute and oversee daily data operations processes

Senior Associate, Investment Operations Data

• Lead thoughtful, timely month-end reporting and financial analysis for Business Units each month
• Lead monthly forecast and annual budget processes for Business Units
• Help drive the organization to find ways to hit or improve on targets
• Use insight, analysis and critical thinking to evaluate options and make recommendations
• Support the business in developing and executing on effective business strategies
• Perform routine and ad-hoc financial analysis utilizing financial modeling and business analysis techniques
• Drive continuous improvement within the Finance & Accounting function

Commercial Finance Manager

• Move beyond compiling data and help tell the story behind the numbers.
• Drive better business partnering and insights, while growing your FP&A leadership and interpersonal skills.
• Own the development and communication of the plan and forecast, financial reporting, operational analysis and executive reviews for Actuals, Business Plan, Commitment View, and Best View.
• Evaluate business results and serve as a functional specialist to the business client to provide strategic guidance and insights during the analysis process.
• Serve as a Subject Matter Expert to complex business performance issues to define and execute action plans.
• Accountable for making decisions and recommendations to ensure the quality and delivery of all the products and services.
• Interpret and evaluate monthly analyses of business trends, including budget variance of financial results and Key Performance Indicators to identify areas of risk and opportunities and provide recommendations.
• Partner with the business to develop costing/profitability models and reports.
• Assess the impact of strategic financial decisions and present recommendations to leadership.
• Design, develop and implement methods and strategies to continually improve processes.
• Assess customer/product profitability and drive profit optimization.
• Develop and assess business cases for pricing on investment decisions, providing insights and support to the business.
• Assess capital requirements, develop capital plan and provide recommendations on capital allocation.
• Present and communicate to all levels of the business.

Senior FP&A Manager

• Providing Competitive Intelligence (CI) leadership by deeply understanding the external healthcare environment and our company's internal business
• Utilizing business and competitive intelligence to provide unbiased and fact-based competitive insights, benchmarking, and recommendations for commercialization strategies, portfolio prioritization, clinical development/research strategies, and Business Development initiatives
• Partnering with discovery and clinical colleagues to shape research programs
• Analyzing select competitor activities through strategic assessments, such as market situation analysis, strategic forecasting, and operational benchmarking
• Monitoring and benchmarking strategic plans and insights into our company's competitors, providing early warning for potential threats and opportunities
• Maintaining a comprehensive understanding of relevant healthcare environment matters, including policy, regulatory, and health technology
• Developing a global internal network of subject matter experts to share intelligence and support strategic activities
• Supporting the design and execution of competitive planning initiatives for products subject to significant competitive events
• Ensuring the effective implementation and integrity of all competitive and business intelligence activities
• Applying ethical and legal standards to all competitive intelligence activities

Director, Strategic Planning

• Lead financial planning and strategy for manufacturing operations, including annual operating plans (AOP), monthly/quarterly forecasts, and long-term strategic plans.
• Partner with Operations leadership to help drive cost efficiency, margin improvement, and evaluate capital investment decisions through close partnership, thoughtful analysis, and rigorous reporting/tracking.
• Forecast and track company-wide operations performance (e.g. CPU, gross margin, capacity) and provide transparency to business leaders via reporting and live reviews
• Provide financial leadership on key Operations initiatives (e.g. expansions, cost savings projects)
• Collaborate across the broader Finance team and other multifunctional teams to support strategic decisions with financial/economic analysis and insight
• Effectively manage team priorities and deliverables; ensuring consistent quality, on-time delivery
• Lead by example and be a champion of all company policies, including safety, attendance & security
• Proactively identify ways to improve our core FP&A processes

Director, Finance & Strategy – Operations

• Assist in monitoring daily cash positions and supporting weekly cash forecasts.
• Support processing wire transfers and maintaining accurate bank records.
• Help prepare monthly cash reports and assist with reconciliations during close cycles.
• Collaborate with internal teams (e.g., Accounts Payable) to ensure smooth cash operations.
• Develop and maintain short-term cash flow forecasts, identifying key variances and drivers.
• Prepare detailed Cash Flow (LE’s) Forecast to HQ by gathering and analyzing inputs from various teams – such as inventory, AR, AP, operating cash earnings to ensure alignment with the annual plan to determine consolidated needs.
• Prepare monthly cash reporting and support month-end/quarter-end close processes.
• Assist in maintaining the Travel & Entertainment system and support insurance-related tasks, including annual renewals, claims and contract reviews.
• Help ensure compliance with internal policies and support audits as needed.
• Assist in ensuring compliance with internal controls, treasury policies, and support both internal and external audits (JSOX, operational audits).
• Proactively manage and follow up on email correspondence, ensuring timely completion of outstanding items.
• Engage in ad-hoc tasks or small projects to assist the treasury team.

Financial Treasury Accounting Analyst

• Performs financial analysis and modeling to provide actionable information to business leaders
• Leads the preparation of annual budgets and interim financial projections
• Provides monthly financial and operations reporting to business leaders with comparisons to Budget and Prior Year with key commentary on material variances
• Analyzes, interprets and communicates KPI and financial variances to management
• Prepares executive and board level presentations
• Assists with periodic updates to investor presentation and other business-related matters
• Works collaboratively within the organization to set financial and operational goals
• Focused on expense and headcount management across the organization
• Establishes KPIs that drive business results
• Monitors, tracks and reports progress towards the goals and KPIs
• Provides ad-hoc analysis and reports as requested by CFO and other business leaders
• Leads the annual financial budget process
• Provides monthly updated financial forecasts
• Provides monthly cross-functional sales, operations and financial reporting, translating data into actionable insights
• Primary financial liaison for relevant department heads, providing data-driven recommendations
• Supports quarter end SEC filings and earnings call preparation

Senior Financial Planning Analyst

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Coach and advise business leaders.
• Activate and Execute on Strategies (policies & programs) launched by COE teams.
• Lead Organizational Design & Strategic Workforce Planning.
• Advise on policies and programs launched by COE teams.
• Own the global HR strategy and talent agenda for the function, ensuring alignment to enterprise priorities, financial performance objectives, and workforce outcomes.
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations on organization design, talent strategy, leadership capability, and workforce planning.
• Drive organization effectiveness across the function, including org design, operating model evolution, spans and layers optimization, and team effectiveness.
• Partner closely with Talent Acquisition, Total Rewards, and COEs to design and deploy integrated talent solutions that attract, retain, and develop high-performing Finance talent.
• Lead workforce planning and analytics efforts, translating business strategy into actionable hiring, development, and reskilling plans.
• Drive continuous improvement and transformation of HR processes, tools, and governance to enhance effectiveness, scalability, and employee experience within Finance.
• Oversee employee relations, engagement strategies, and change management initiatives to support business transformation and maintain a high-performing culture.
• Monitor external market trends (talent, capability, and operating models within Finance) and translate insights into forward-looking HR strategies.
• Set the HR communications strategy for Finance, ensuring clarity, consistency, and alignment of key talent initiatives and business priorities.
• Lead cross-functional partnership with Finance leadership, COEs (Talent Management, Total Rewards, Talent Acquisition), and other HR partners to deliver integrated, high-quality outcomes.
• Build, lead, coach, and develop a high-performing HR team , setting clear priorities and driving strong execution and stakeholder partnership.

Director, HR, Finance & Legal – Orthopedics

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Coach and advise business leaders.
• Activate and Execute on Strategies (policies & programs) launched by COE teams.
• Lead Organizational Design & Strategic Workforce Planning.
• Advise on policies and programs launched by COE teams.
• Own the global HR strategy and talent agenda for the function, ensuring alignment to enterprise priorities, financial performance objectives, and workforce outcomes.
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations on organization design, talent strategy, leadership capability, and workforce planning.
• Drive organization effectiveness across the function, including org design, operating model evolution, spans and layers optimization, and team effectiveness.
• Partner closely with Talent Acquisition, Total Rewards, and COEs to design and deploy integrated talent solutions that attract, retain, and develop high-performing Finance talent.
• Lead workforce planning and analytics efforts, translating business strategy into actionable hiring, development, and reskilling plans.
• Drive continuous improvement and transformation of HR processes, tools, and governance to enhance effectiveness, scalability, and employee experience within Finance.
• Oversee employee relations, engagement strategies, and change management initiatives to support business transformation and maintain a high-performing culture.
• Monitor external market trends (talent, capability, and operating models within Finance) and translate insights into forward-looking HR strategies.
• Set the HR communications strategy for Finance, ensuring clarity, consistency, and alignment of key talent initiatives and business priorities.
• Lead cross-functional partnership with Finance leadership, COEs (Talent Management, Total Rewards, Talent Acquisition), and other HR partners to deliver integrated, high-quality outcomes.
• Build, lead, coach, and develop a high-performing HR team, setting clear priorities and driving strong execution and stakeholder partnership.

• Serve as the primary finance partner for assigned Facilities capital programs
• Lead monthly and quarterly capital forecasts
• Prepare and present variance analysis, trend insights, and executive‑level summaries
• Ensure accuracy and integrity of capital financials
• Provide dedicated financial ownership for the Downsize/Remodel Program
• Perform trend analysis to identify cost drivers, spending patterns, and forecasting risks
• Support the development of Management Committee budgets
• Conduct project audits and financial closeout
• Provide comprehensive financial oversight for Distribution Center construction projects
• Track and manage capital budgets
• Work directly with vendors and project teams on draw schedules, payments, and accruals
• Lead forecasting activities for Distribution Center projects
• Perform ROI and financial analysis for alternative Distribution Center build options

Senior Financial Analyst

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations.
• Drive organization effectiveness across the function.
• Build, lead, coach, and develop a high-performing HR team.

• Lead communication of long-term fraud loss forecasts across First-Party Fraud, Third-Party Fraud and billing disputes losses.
• Oversees Total Client Protection losses and expenses.
• Develop executive-level reporting packages, presentations, and business reviews that communicate fraud performance, forecast outlooks, key risks, and strategic opportunities.
• Partner with Fraud Strategy, Finance, Product, Risk, and Operations teams to align forecasting assumptions, business impacts, and performance expectations
• Serve as a subject matter expert for fraud loss performance, forecasting methodologies, Client Protection impacts, and Total Cost of Fraud metrics
• Influence and support cross-functional initiatives aimed at reducing fraud losses, optimizing expenses, improving client protection outcomes, and enhancing overall business performance
• Present complex financial and fraud performance insights to senior leaders in a simplified, executive-ready format that enables informed decision-making
• Responsible for Client Protection executive storytelling related to fraud loss and other expenses
• Ability to interpret financial results extracting trends to provide valuable insights to the business and Senior Management
• Assist in providing ongoing financial support to Client Protection and loss finance teams
• Identify and lead initiatives to continuously improve, automate, and scale forecasting processes and methodologies
• Partner/Collaborate with finance and key stakeholders on the communication of forecast drivers, impacts, loss performance, and reconciliation
• Prepare, distribute, and consolidate fraud loss and expense packages
• Identify and implement improvements and adhere to all deadlines
• Coaching teammates

Product Strategy Manager I – Forecasting and Financial Management

• Serve as a trusted technology partner to Franklin Equity leadership and investment teams
• Partner with Director of Strategic Planning & Operations, CIOs, portfolio managers, analysts, and operations leaders to understand business priorities
• Design, build, and maintain Power BI dashboards for fund and portfolio reporting
• Develop reporting solutions for performance, activity, holdings, portfolio statistics, and operations
• Identify opportunities to improve investment research, portfolio management, and operational workflows
• Translate business needs into clear requirements for technology teams and vendors
• Partner with Franklin Templeton Technology teams to prioritize and deliver business solutions
• Collaborate with vendors such as FactSet, Bloomberg, and other financial data providers
• Evaluate tools, data sources, and integrations that can improve reporting and decision-making
• Champion practical AI use cases across investment research, portfolio management, and operations
• Help business users adopt new tools through communication, training, and change management
• Lead cross-functional initiatives from concept through implementation and ongoing enhancement
• Develop and maintain governance practices for data, reporting, dashboards, and shared tools
• Support the development and improvement of Franklin Equity shared information resources.

Investment Technology Business Solutions Lead

• 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

• work cross-functionally with business stakeholders to identify operational pain points and architect holistic, forward-thinking technical and artificial intelligence enabled solutions
• perform the duties of a Financial Data Integration lead, developing and maintaining the processes, standards, and data quality of all technical solutions
• challenge the status quo, run process redesign workshops, and translate complex business requirements into actionable technical specifications for development teams following structured software development lifecycle (SDLC) processes
• engage technical and business teams end-to-end to drive shared ownership, reduce errors, and accelerate the financial time-to-close
• collaborate with leadership, multiple business stakeholder groups, and IT to gain alignment, handle change requests, and provide executive updates
• deeply understand operational pain points, conduct root-cause analysis, and recommend multifaceted solutions spanning process, people, and technology
• develop, optimize, and monitor processes and standards for all interfaces as part of technical solutions
• facilitate cross-functional workshops and process redesign sessions to minimize financial errors, design optimized future-state processes or technical solutions
• translate business requirements into detailed functional and technical specifications, collaborating closely with IT and development teams throughout the Agile/Software Development Lifecycle (SDLC)
• set priorities, maintain delivery accountability, and foster a high-performance team through coaching, mentoring, and removal of blockers
• oversee User Acceptance Testing (UAT) alongside business owners to validate technical solutions
• manage data quality and governance by evaluating monthly and annual enhancement change requests, aligning Business Data Stewards, the Finance Data Governance Office, and IT to maximize data quality and maintain compliance
• standardize KPI definitions, business logic, and data lineage documentation across Finance organization to eliminate manual variances and establish a single source of truth
• secure executive alignment by preparing data-driven presentations and providing regular status updates to senior leadership
• act as an effective change agent, utilizing standard change management approaches, to ensure smooth adoption of new technical solutions and streamlined processes

Senior Manager, Business Transformation 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

• Provide comprehensive Financial Planning & Analysis (FP&A) support for the Holistic Health business unit
• Partner closely with Brand Finance Co-Pilots and collaborate across Sales, Operations, Supply Chain, Corporate Finance, and other finance functions
• Support core business processes, including Dynamic Forecast, Monthly Business Planning, Landing Updates, Market Business Strategy, Period - End Close, and ad hoc analysis
• Work closely with the Director FP&A for Holistic Health to manage financial risks and opportunities
• Coordinate, prepare, and review financial reporting for Division Management and Corporate Finance
• Deliver financial reporting and key metrics to cross-functional teams to support business decisions
• Prepare executive summaries highlighting results, trends, variances, risks, and opportunities
• Support period-end close reporting and analytics, including clear communication of monthly results to divisional management
• Support Co-Pilots with Oracle FIT DF training, loading, and reporting activities
• Ensure financial and operational readiness for consolidation and management reporting
• Maintain Demand Forecast accuracy and manage the monthly DF calendar, coordinating key submissions, deadlines, reports, and reviews

Financial Planning and Analysis jobs in New Jersey

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Relationship Banker – Bilingual Spanish Required

Relationship Banker – Bilingual Spanish Required

Patient Financial Service Representative

Senior Associate, Investment Operations Data

Commercial Finance Manager

Senior FP&A Manager

Director, Strategic Planning

Director, Finance & Strategy – Operations

Financial Treasury Accounting Analyst

Senior Financial Planning Analyst

Director, HR, Finance & Legal – Orthopedics

Director, HR, Finance & Legal – Orthopedics

Senior Financial Analyst

Director, HR, Finance & Legal – Orthopedics

Product Strategy Manager I – Forecasting and Financial Management

Investment Technology Business Solutions Lead

Manager, Commercial Finance

Senior Manager, Business Transformation Finance

Senior Strategic Planning Manager

Senior FP&A Analyst