Financial Planning and Analysis

• Directs the reporting, analysis and interpretation of financial and operational data for senior management, including cost analysis, ROI, and line-of-business profitability analysis
• Refines operating metrics and KPIs and develops reporting infrastructure and cadence that drive actionable insights; communicates key findings to senior business leaders
• Develops and manages financial planning strategies, controls, comparisons, and recommendations supporting both short-term and long-term business objectives
• Leads the budgeting and forecasting process, coordinating with key stakeholders to ensure accuracy and alignment with business goals
• Supports high-level financial analysis for potential investments, product launches, mergers and acquisitions, and other strategic business opportunities

Associate Director, Finance

• 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

• Build and own updates to financial models for revenue, expenses, cash flow, headcount, and SaaS metrics
• Maintain and refine rolling forecasts and detailed budgeting templates
• Track and model SaaS performance indicators: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.
• Construct monthly, and quarterly financial reports and metrics and analyze variances
• Dive into ad-hoc analytics requests, extracting insights and translating them into explanations and recommendations
• Support financial diligence, valuation modeling, and scenario analysis for potential M&A opportunities
• Assist with integration modeling and post-acquisition performance tracking as needed
• Partner with Sales, Marketing, and Customer Success to understand drivers of performance and model impacts at a granular level
• Participate in and reviews aspects of the month end close process
• Lead Sales commission variable compensation calculation and financial administration
• Ensure financial data integrity and alignment between actuals and models
• Prepare and deliver regular financial reporting to the VP of Finance & Accounting, COO, CEO, and Board of Directors
• Clearly articulate model assumptions, limitations, and insights to non-finance stakeholders

FP&A Manager

• 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

• Analyze and evaluate financial aid eligibility for continuing and returning students and provide guidance regarding FAFSA completion, federal financial aid, Title IV eligibility, verification requirements, student loans, and funding options
• Work closely with Admissions Advisors, Enrollment Coordinators, Records, and Student Services to complete re-enrollment and repeat enrollment packets each term
• Review ISIRs, verification documents, C-Codes, conflicting information, and other financial aid requirements to ensure compliance with federal regulations and institutional policies
• Maintain historic financial aid documents and student records according to federal, state, accreditation, and institutional guidelines
• Adhere to FERPA regulations and CIAT policy regarding release of student records and confidential information
• Review and assess student eligibility for financial aid and exercise professional judgment when appropriate
• Review for accuracy and provide approval/disapproval of loan applications, promissory notes, offer letters, and other financial aid documentation
• Develop, modify, implement, and maintain financial aid intake and tracking processes to ensure accurate documentation and audit readiness
• Monitor, review, and revise financial aid packaging for qualified applicants in accordance with federal, state, institutional, and other regulatory guidelines
• Provide student advising and support through phone calls, video meetings, email, and chat regarding financial aid, FAFSA, verification, student account balances, and re-enrollment questions
• Utilize student information systems and CRM platforms to document student communication, account activity, financial aid status, and follow-up items
• Review Finance sections in ASER and ensure documentation is complete, accurate, compliant, and clearly written
• Work to financially clear student files prior to the start of the term by collecting and reviewing verification documents, resolving C-Codes, and ensuring FAFSA requirements are complete
• Provide financial aid projections and funding plans within institutional guidelines that are most favorable to students while maintaining compliance
• Upload documents and work with FAS (third-party servicer) to ensure student files are cleared and eligible for disbursement within required timelines
• Ensure student account and ledger information remains accurate and updated in the student database
• Work closely with the Financial Aid Coordinator Manager to monitor weekly clearance rates, report completion, and student funding progress
• Monitor completion of FAFSA verification, C-Code resolution, NSLDS review, and other pending financial aid requirements
• Participate in file review processes and weekly meetings to ensure consistency, compliance, and timely student support
• Adhere to all CIAT compliance requirements to ensure Federal, State, accreditation, institutional, and Title IV policies and procedures are met
• Follow communication and customer service standards to ensure a positive student experience and high levels of professionalism
• Embody CIAT’s mission, vision, purpose, and values

Financial Aid Re-Entry Coordinator

• The Finance Strategy Analyst reports to the Director of Budget and Forecasting and is a PHS enterprise strategic financial analyst role.
• Performs financial analyses and forecasting pertaining to ongoing performance.
• Creates financial models for financial viability analyses for new and expanded services and equipment.
• Analyzes business challenges/problems requiring strategic planning effort, compilation of data from a wide variety of source systems.
• Works with stakeholders on NPV development for capital projects.
• Prepares complex financial modeling and calculations, interpretation of results and preparation of presentation materials to senior leadership and other PHS consumers of information and analyses.
• Competent with using the Enterprise Resource Planning software applications for Long Range Financial Planning, Forecasting, Capital Planning, Operating Budget, reporting and report development.
• Supports the Long-Range Financial Planning process by quantifying strategic and operational initiatives.
• Works with stakeholders on collecting the necessary data to perform Net Present Value (NPV) calculations for capital projects under consideration.
• Determines data needs/construct and interface with Data and Analytics or IT partners to compile the necessary data to perform enterprise-wide analyses.
• Participates in the design and development of financial reports and dashboards.
• Performs ad-hoc analyses as requested.

Finance Strategy 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

• 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

• Complete specialized training to gain complete understanding of the financial aid cycle, federal regulations and all aspects of internal and external compliance.
• Review student files before awarding to complete any federal or institutional verification, C-Flag requirements.
• Evaluate student files for eligibility of federal, state, institutional, and private financial aid programs.
• Review documentation surrounding unusual circumstances by making adjustments or revisions to costs, need, or dependency status.
• Identify missing, incomplete, or incorrect student information and resolve through communication with the Student Finance Counselors.
• Troubleshoot processing problems and technical issues with regard to the system and Colleague software.
• Consult with the appropriate resources.
• Other responsibilities as assigned.

Financial Aid Specialist

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies to safeguard clients' assets and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor

• Collects, analyzes and reports on various market data to connect financial outcomes with operational effectiveness
• Works closely with internal stakeholders including Finance, Actuarial, Clinical, Medicare Risk Adjustment, Provider Contracting, and Provider Engagement
• Leverages data analytics, business insights, cross-functional collaboration, in-depth business knowledge to drive optimization of financial and operational performance for the region
• Leads membership, financial, cost & utilization reporting at all levels
• Supports Humana’s Medicare Advantage product strategy, budgets, and administrative staffing and expenses
• Advises regional leadership of functional strategies on matters of significance while exercising independent judgment and decision-making on complex issues

Market Finance Lead

• Lead functional efforts to configure and support PeopleSoft FSCM 9.2 modules (GM, AR, PC, BI) while ensuring seamless integration across the FSCM suite and with PeopleSoft HCM.
• Analyze and implement new module functionality via PUM updates.
• Manage the software change management process (including scripting and testing documentation).
• Provide high-level troubleshooting for complex system issues.
• Develop and deliver training materials.
• Use technical tools like SQL and Query Manager to support data analysis and reporting requirements.

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