Financial Planning and Analysis

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities
• Lead sales segmentation analyses to define customer/account tiers, coverage models, and sales motions
• Own or support territory planning, including territory design, book balancing, account assignment logic, and recommendations to improve coverage and productivity
• Partner with Sales, Finance, GTM, and Analytics to translate topline goals into territory, segment, and rep-level plans
• Develop the business cases, analytics, and recommendations behind changes to coverage, capacity, incentives, and go-to-market design
• Establish performance frameworks and dashboards to monitor whether segmentation and territory decisions are improving productivity, growth, and customer outcomes
• Drive annual and in-year planning processes, including target setting, performance reviews, and executive-level business updates

Senior Strategic Planning Manager – Agent Sales

• 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

• Drive External Strategic Planning: Develop and refine long-term strategies, set priorities, and establish key performance indicators to measure progress for key external events responsible for significant, measurable value creation.
• Strategy Enablement: Own major external initiatives (eg. Patient Advisory Board) that serves as a critical input and enablement vehicle for cross-divisional strategy.
• Stakeholder Engagement: Own governance process and operating model to collaborate with senior leaders, functional teams, and external partners to drive buy-in and support for external strategy enablement.
• Team Leadership: Lead dynamic team in highly complex environment, fostering a culture of collaboration, accountability, and high performance.
• Change Management: Champion change management efforts, including communication planning, training, and stakeholder readiness.
• Performance Tracking: Monitor workstream progress, identify risks, and implement corrective actions to keep projects on track.
• Reporting: Prepare and present regular updates to executive leadership, highlighting achievements, challenges, and recommendations.

Senior Director, Strategic Planning

• Lead month-end close process, providing commentary on variances to senior management as well as preparation of journal entries
• Collaborate and partner with cross-functional teams to develop and execute financial plans and budgets
• Monitor and analyze financial performance, identify trends, and provide recommendations for improvement
• Manage the weekly tracking of revenue and orders for the commercial pulse for senior leadership
• Support the preparation of weekly financial presentations for senior leadership
• Support the Annual Operating Plan (AOP) & the monthly forecasting process (SRO) as well as actively participate in the Strategic Plan (STRAP)
• Lead financial support for the monthly SIOP reconciliation meeting by partnering with demand, planning, supply chain & procurement to align operational plans with financial forecast
• Process and track rebate payments and accruals

Senior Finance Analyst

• Consults on investment and insurance strategies, as well as the development of financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
• Acquires, expands and maintains client relationships through business development and client networking
• Grows client loyalty and share of wallet through an exceptional client experience
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Develops and implements investment and insurance strategies for clients
• Determines the best products to support such strategies
• Presents sound financial recommendations and guidance to clients
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
• Drives investment education and visibility among branch staff
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
• Shows urgency with activities and leads by example
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
• Meets service level agreements on lead and referral follow up
• Adheres to all applicable laws, regulations, policies and guidelines

• Act as an autonomous finance partner to R&D, Product, and Engineering leadership.
• Partner seamlessly across Accounting, Engineering, FP&A, and FinOps teams.
• Lead the monthly and quarterly forecasting process for R&D hosting infrastructure.
• Conduct deep-dive variance analyses and link financial outcomes directly to usage changes.
• Proactively identify engineering cost-containment opportunities and partner with product managers.

Senior Financial Analyst, R&D Finance

• Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIG’s invested assets data across all entities
• Support the review and preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A
• Support the review and preparation of NAIC statutory reporting and other regulatory reporting requirements
• Lead the implementation of process improvements, in coordination with other areas of the department/organization
• Key point of contact and support for the various business unit and corporate controllers
• Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers
• Perform ad-hoc analytical requests

Manager, Investment Accounting

• Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders
• Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations
• Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations
• Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent
• Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data
• Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders
• Drive end-to-end learning strategy for client organizations, working closely with learning consultants and leveraging internal learning resources
• Consults with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans
• Serves in advisory roles for horizontal initiatives, working with line of business and HR partners to consult

Talent Consultant II – CFO

• Origination of small- to mid-ticket vendor financing programs
• Develop and maintain vendor leasing programs from qualified equipment manufacturers, distributors, dealers, and/or resellers
• Work with vendors and their customers to structure and present financing products for a variety of equipment
• Account management from application through funding
• Origination of new relationships while managing and growing existing accounts
• Negotiation of lease terms & pricing
• Facilitate the gathering of credit information for underwriting
• Provide front-line sales and support for financial products to manufacturers and equipment resellers
• Market the equipment finance 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

VP Sales – Equipment Finance – Vendor, Construction & Industrial

• A research position within the Securitized Products group of PGIM Fixed Income focused on RMBS strategies
• Analyze RMBS transactions across new issue and secondary markets, including collateral characteristics, loan underwriting trends, servicer performance, credit enhancement, and structural features
• Develop and maintain internal credit views and relative value assessments for RMBS sectors such as non-QM, CRT, jumbo, HELOC, other residential mortgage-related products
• Build scenario analyses to assess bond performance under varying collateral and home price assumptions
• Monitor portfolio holdings and market developments, identifying changes in collateral behavior, housing market fundamentals, consumer performance, and regulatory developments that may affect risk and return
• Partner with portfolio managers and other research teams to formulate investment recommendations across RMBS and mortgage whole loans
• Review transaction documents, third-party reports, and legal structures to evaluate protections, triggers, representations and warranties, and other deal-specific considerations
• Engage with issuers, dealers, servicers and other market participants to deepen market insight and support due diligence
• Contribute to internal presentations and client-facing materials on RMBS market themes and portfolio positioning.

Senior Investment Associate, RMBS Credit Research

• act as primary contact and escalation point for operational issues
• receive and resolve inquiries from client, Client Management, COEs, BU Shared Services and BU Client Service and ensure timely resolution
• maintain and monitor open items, issues, logs, project lists
• address custom client requests, manage production activities of Client Support Specialists 1, 2 and Senior Specialists
• coordinate the implementation of new funds, systems and processes
• assist with client conversions and other client projects
• identify and implement consistent operational best practices

Assistant Vice President, Alternative Investment Services – Bank Loans Operations

• Consults on investment and insurance strategies, as well as the development of financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service
• Identifies sales and/or executing opportunities and making referrals to internal business partners as appropriate
• Acquires, expands and maintains client relationships through branch business development and outbound calling
• Grows client loyalty and share of wallet through an exceptional client experience
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Develops and implements investment and insurance strategies for clients
• Determines the best products to support such strategies
• Presents sound financial recommendations and guidance to clients
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
• Drives investment education and visibility among branch staff
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
• Shows urgency with activities and leads by example
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
• Meets service level agreements on lead and referral follow up
• Adheres to all applicable laws, regulations, policies and guidelines

Financial Solutions Advisor

• Own consolidated expense exhibits supporting the annual planning process
• Develop clear, executive-ready materials highlighting key drivers, risks, and opportunities
• Support enterprise-wide expense studies and benchmarking initiatives
• Own monthly unit cost reporting, validation, and distribution
• Partner with Pricing and business leaders to support product margin targets
• Support transformation initiatives and organizational changes
• Partner with product teams on profitability and cost analysis

Financial Analyst

• Provide financial planning, forecasting and analytical support to our Research and Development Division Global Clinical Supplies
• Modeling and forecasting spend related to freight, warehousing and distribution, external packaging and labeling, shipping supplies, contractor and headcount resources
• Provide forecasting and analytical support for GCS capital expenditures
• Ad hoc data analysis and projects in support of Global Clinical Supplies
• Develop and participate in team presentations associated with any financial and/or operational review with client areas being supported
• Support project team decision making by providing relevant financial information and insight
• Play a central role in developing the Budget, Long Range Operating Plan, Quarterly Forecasts, and monthly/quarterly close activities
• Gain end-to-end exposure to the drug development process and the Research & Development pipeline while gaining relevant experience supporting functions in Global Clinical Supplies
• Think strategically and identify opportunities to influence various parts of the GCS organization to drive efficiencies in the planning and forecasting process
• Further develop creative thinking and problem-solving skills
• Gain experience in change management and project management
• Increase personal network through engagement with other key business partners (Global Clinical Development Finance, Global Clinical Supplies, Project Management, Supply Chain Management, Procurement, etc.)

Senior Financial Analyst

• Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
• Deepening relationships by referring clients to specialized sales teams
• Serving as a central entry point into a fully licensed financial services career
• Managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products

Investment Specialist Trainee, Obtain SIE, Series 7, 66

• Step in as the fractional CFO/Controller for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM).
• Analyze financials to spot trends and risks.
• Fix messy data in collaboration with bookkeepers.
• Deliver hard truths to the business owner with a mix of radical candor and humor.

Chief Financial Officer, Fractional CFO

• Lead global financial consolidation activities, ensuring accurate , timely , and compliant consolidated financial statements in accordance with US GAAP, IFRS (where applicable), and internal policies.
• Own and evolve the finance technology ecosystem supporting consolidations, including consolidation, close, and reporting tools, ensuring system integrity and data accuracy.
• Partner with Finance, IT, and Digital teams to define and execute the finance systems roadmap supporting close, consolidation, and reporting transformation initiatives.
• Establish and maintain strong internal controls over financial consolidation processes, including governance, documentation, and audit readiness.
• Lead and develop a high‑performing global team, fostering technical expertise in consolidations, finance systems, and continuous improvement.
• Drive standardization and process optimization across global entities to improve efficiency, transparency, and scalability of the close and consolidation process.
• Serve as a key finance technology subject‑matter expert, supporting major initiatives such as acquisitions, divestitures, system implementations, and organizational changes.
• Collaborate with external auditors and internal stakeholders to support audits, regulatory filings, and complex accounting matters related to consolidation.

Director, Consolidations, Finance Tech

• The Director, ERP, Finance Tech is a senior technology leader responsible for the strategy, delivery, and optimization of enterprise finance systems, with a strong emphasis on ERP platforms that enable scalable, compliant, and efficient financial operations.
• This role plays a critical part in supporting DePuy Synthes’ transformation and separation journey, ensuring finance technology capabilities are robust, future‑ready, and aligned to business priorities.
• Define and execute the ERP and Finance Technology strategy, aligned with enterprise and Finance objectives.
• Lead the design, implementation, and ongoing optimization of ERP finance modules (e.g., record‑to‑report, order‑to‑cash, procure ‑to‑pay).
• Provide people leadership for multi‑disciplinary technology teams, including talent development, performance management, and succession planning.
• Partner with Finance leadership to translate business requirements into scalable, compliant technology solutions.
• Oversee program and portfolio management for finance technology initiatives, including budget, timelines, and risk management.
• Ensure ERP solutions comply with financial controls, regulatory requirements, and internal governance standards.
• Manage relationships with system integrators and technology vendors, ensuring value delivery and service quality.
• Drive continuous improvement and innovation in finance processes through automation, standardization, and data‑driven insights.

Director, ERP, Finance Tech

• Lead end-to-end executive talent acquisition for senior leadership and mission-critical roles, including intake, search strategy, assessment, and offer management.
• Partner with executive leaders and HR stakeholders to align executive hiring with business strategy and succession priorities.
• Develop and execute proactive executive sourcing strategies using market intelligence, networking, and targeted outreach.
• Serve as a trusted advisor to senior leaders on executive talent markets, candidate evaluation, and hiring decisions.
• Manage relationships with external executive search firms, ensuring quality, consistency, and cost-effective delivery.
• Ensure a high-touch, confidential, and inclusive candidate experience throughout the executive recruitment lifecycle.
• Support executive pipeline development and succession planning in partnership with HR and Talent Management teams.
• Drive continuous improvement in executive recruiting processes, governance, and metrics.

Director, EPM, Finance Tech

• Support enterprise performance management (EPM) platforms used for budgeting, forecasting, reporting, and long‑range planning.
• Prepare, analyze, and validate financial data to ensure accuracy, consistency, and alignment with financial controls and governance standards.
• Partner with Finance and cross‑functional stakeholders to translate business requirements into system enhancements, reports, and analytics.
• Assist in the development, testing, and deployment of Finance technology solutions, including upgrades, enhancements, and process improvements.
• Perform variance analysis, trend analysis, and scenario modeling to support management decision‑making.
• Support month‑end, quarter‑end, and planning cycles by ensuring timely and reliable system outputs and financial insights.
• Document business processes, system logic, and reporting standards to promote consistency and knowledge sharing.
• Contribute to continuous improvement initiatives focused on automation, data quality, and finance process efficiency.

See all jobs on JobTailor

Senior Strategic Planning Manager – Agent Sales

Financial Advisor

Senior Director, Strategic Planning

Senior Finance Analyst

Financial Advisor

Senior Financial Analyst, R&D Finance

Manager, Investment Accounting

Talent Consultant II – CFO

VP Sales – Equipment Finance – Vendor, Construction & Industrial

Senior Investment Associate, RMBS Credit Research

Assistant Vice President, Alternative Investment Services – Bank Loans Operations

Financial Solutions Advisor

Financial Analyst

Senior Financial Analyst

Investment Specialist Trainee, Obtain SIE, Series 7, 66

Chief Financial Officer, Fractional CFO

Director, Consolidations, Finance Tech

Director, ERP, Finance Tech

Director, EPM, Finance Tech

EPM Analyst, Finance Tech