Financial Planning and Analysis

• 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

• 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 – Desert Mountain Market

• Manages sales compensation process for sales teams including design, data collection, reporting, auditing and submitting for payment.
• Manages inquiries regarding performance and payment.
• Develops robust statistical and financial models to trend and forecast business performance at multiple levels based on historical and forecasted data.
• Provides analysis and insight into performance trends, distribution and anomalies; makes recommendations to inform quota setting process.
• Helps with setting sales agent quota in alignment with operational plan and budget.
• Provides recommendations to sales leaders regarding effective quota methods and develops sound, data-driven quota-setting processes.
• Manages the monthly finance closing process and prepares monthly narratives describing any trends or issues found.
• Regularly reports on financial metrics to ensure business performance maintains scalability and profitability.
• Works closely with finance team to develop quarterly and annual OPEX forecast, incorporating business strategy, seasonality and business trends.
• Manages complex and sensitive information (financial and agent compensation data) with a high level of security, accuracy and integrity.
• Uses an effective audit process to ensure accuracy before submission.
• Ensures timely submission of required data for dependent processes.
• Develops models to analyze and evaluate project investments using objective metrics and tracks project ROI over time.
• Identifies cutting-edge financial models, including AI, for forecasting financial performance; continuously innovates ways of viewing and measuring the business to trend performance and identify areas of focus.

Sales Compensation and Finance Manager

• Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends
• Contribute to the Company’s rolling forecasts, annual operating plan, and long-range projections
• Analyze and report on key SaaS metrics (ARR, churn, retention) to support monthly forecasting and reporting
• Calculate incentive compensation (commissions, sales bonuses) on a monthly basis and provide insights into how to streamline the process
• Execute key month- and quarter-end close activities, preparing accurate reporting deliverables for both internal and external stakeholders
• Collaborate with cross-functional teams to implement processes and tools to control data integrity and alignment between systems
• Identify and execute process improvements, including ways to leverage AI to improve reporting accuracy and efficiency
• Support other ad hoc finance items and special projects

Financial 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

• 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

• Own the full company P&L, revenue through EBITDA, and serve as the primary finance partner to Accounting for the monthly close cycle.
• Produce the monthly MBR (Monthly Business Review), flash report, and supporting financial narrative for senior leadership, translating actuals vs. plan into clear stories and actionable recommendations.
• Collaborate with the Controller to ensure accuracy and alignment on actuals and variances vs. plan.
• Own the Master P&L model, the company's single source of truth for forecasting, scenario analysis, and AOP.
• Build, maintain, and evolve it as the business changes.
• Lead the Annual Operating Plan (AOP) process across all functions, including headcount planning, cost modeling, and revenue scenario builds.
• Drive 2-3 reforecasts throughout the year, surfacing risks and opportunities before they show up in actuals.
• Produce the quarterly Board of Directors Finance Addendum, including financial exhibits, variance analysis, and supplemental data packages reviewed by the CFO and CEO.
• Build the financial models and materials that support executive decision-making on product investment and cost savings strategies.
• Own and maintain Shippo's transaction readiness infrastructure, auditable P&L and balance sheet flat files, Looker cohort and retention views, AR/AP aging standardization, ensuring the company is 80%+ deal-ready at any given time.
• Serve as the internal financial lead for any M&A diligence process, managing the data room and coordinating with Legal, Accounting, and the CFO on financial workstreams.
• Partner with People Ops as the finance counterpart to headcount planning, managing req approvals and monthly HC reporting for the exec team and Board.
• Own the R&D and cross-functional HC scenario modeling tools used by the CTO and CMO, and maintain the financial view of headcount by department.
• Lead recurring software and infrastructure cost reviews (AWS, SaaS vendors) with technical and operational stakeholders to drive efficiency.
• Own vendor contract audits, identifying and actioning lapsed or suboptimal contracts.
• Build investment briefs, pro formas, and carrier/partner sizing models to support strategic decisions, including carrier economics, new product monetization, and geographic expansion.
• Partner with Revenue Operations and Sales Finance on go-to-market financial modeling.
• Drive improvements in FP&A tooling, data integrity, and financial systems to support scalable growth.

Finance Manager – Strategic Finance, FP&A

• 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

Virtual Financial Advisor

• 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

• 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

Financial Planning and Analysis jobs in New Mexico

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Financial Assistance Specialist

Financial Advisor – Desert Mountain Market

Sales Compensation and Finance Manager

Financial Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Financial Representative

Financial Representative

Finance Manager – Strategic Finance, FP&A

Virtual Financial Advisor

Senior Financial Analyst

Associate Director, Finance