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

• Act as a key member of a dedicated middle office team
• Coordinate with internal stakeholders and external counterparties
• Review private deal pipeline on a regular basis
• Analyze legal documents, such as credit agreements and fee letters
• Assist in managing all banking, custodian and facility relationships
• Oversee outside stakeholder reporting and communication
• Develop a complete understanding of the roles and responsibilities
• Participate in developing and documenting operational policies, procedures and controls
• Ensure proper operational procedures and controls are followed

Senior Associate, Investment Operations – Private

• Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations
• Lead complex operational engagements often with multiple junior team members to deliver exceptional results
• Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations
• Utilize operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks
• Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth
• Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions
• Build long-term client relationships and drive superior operational outcomes based on unique business insights
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving
• Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights
• Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements
• Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further
• Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line
• Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills

Senior Consultant, Financial Operations

• Drive ETF sales and AUM growth across key US distribution channels, including Registered Investment Advisors (RIAs), independent broker-dealers, platforms, and institutional investors
• Develop and execute a national sales strategy aligned with the company's product positioning and brand
• Build and maintain strong relationships with financial advisors, investment committees, and home office contacts
• Represent the firm at industry conferences, webinars, and client meetings
• Collaborate closely with the Israel-based headquarters on product knowledge, market intelligence, and strategic initiatives
• Gather market feedback and competitive insights to inform product development and marketing strategy
• Recruit and build a high-performing sales team as distribution scales

ETF Sales Director

• Ensures the 24x7 operation and administration of distributed payments systems supporting the high-value, high-availability of Fedwire businesses.
• Ensures Wholesale Services and Account Balance Services applications are available according to their business requirements while providing premium customer service to the Federal Reserve System districts and other application users.
• Coaches and reviews the work of others. Addresses more complex problems and manages projects.
• Responsible for the large-scale clearinghouse/transaction processing activities for the Fed ACH and Check business lines.
• Provides real-time support for Check/ACH processing.
• Performs application health/monitoring for core processing platforms and satellite/subsystems.
• Supports operations/production issues and incident management.
• Responds to issues or problems that arise in day-to-day operations and serves as first line of escalation.
• Directs and coordinates daily workflow, customer requests, and team responses to operational incidents and service disruptions in a leadership role.
• Oversees team functions and provides appropriate escalation and communication to Management.
• Documents production issues and resolutions for future reference.
• Conducts analyses to understand operational, customer volume, etc., trends/patterns to assist with process improvements and solutions.
• Performs operational statistical analysis and estimates future payment volume.
• Participates/Supports business testing, defect management, and other activities to launch core processing platforms and/or satellite/subsystems enhancements or new product/services.
• Participates in and supports management of Payment Processing’s role in the testing, installation, implementation, and configuration of code releases, products, interim fixes, business resumption testing, and other production initiatives.
• Assists with the creation and development of business requirements.
• Holds scaled decision rights to perform key tasks.
• May perform ancillary tasks to support other business operations depending on shift.
• Provides leadership, work direction and support to less experienced staff.
• Exemplifies exceptional customer service and team-oriented behaviors.
• By example and action, assists the team to achieve the same.
• Takes personal responsibility to maintain and advance personal knowledge of various systems, business needs, and to expand on leadership and management skills.
• Serves as role model and advisor to other team members.
• Has a clear understanding of the need to elevate other staff members’ knowledge and takes action to see it is achieved.
• Develops and revises procedures, defines processes, and provides training for users.
• Provides instrumental guidance and training for teammates.
• Directs group efforts, ad-hoc analysis, issue escalation, and other problem solving.
• May directly lead or otherwise influence small to large sized teams in assigned initiatives.
• Provides project updates/general communications to all levels of staff, management, and senior management.
• Represents operational teams during project meetings.
• Communicates with outside vendor personnel.
• Coordinates efforts with outside team leadership.
• Serves as project manager for process improvement efforts.
• Generally, functions independently with minimal direct supervision and able to manage responsibility with flexibility and focus.
• Understands the demands of leading, managing, and supporting an operation and possess the required knowledge, skills, and temperament to switch from a task to an operational demand or issue, which requires immediate attention, and then resume work on the original task.
• A self-starter with the discipline to achieve deliverables, adapt priorities, and manage the rapidly changing demand of the operation and or project assignments.

Senior Systems Operations Specialist – Lead

• Drive accurate and timely financial reporting, supporting month-end close and ensuring compliance with GAAP and internal controls
• Lead budgeting, forecasting, and long-range planning processes, delivering insights to improve business performance and profitability
• Partner with cross-functional leaders to provide financial guidance and support strategic decision-making
• Analyze financial results, track key performance metrics, and translate data into actionable business recommendations
• Strengthen financial processes, systems, and controls through continuous improvement and automation initiatives
• Support government accounting and contracting across the site during proposal, award, grant execution, and close-out phases
• Support internal, external, and government audits, serving as a key liaison for financial inquiries
• Communicate complex financial information clearly to influence stakeholders and align on priorities
• Mentor junior team members and contribute to high-impact finance projects and initiatives

Associate Finance Director

• Guides the strategic direction of enterprise-wide initiatives
• Provides strategic guidance to senior managers and engages executive stakeholders
• Fosters collaboration across product, channel, and operations teams
• Delivers measurable outcomes through disciplined execution and change leadership

Business Strategy & Intelligence Manager

• 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

• Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
• Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
• Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
• Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
• Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
• Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
• Establish best practices and standards that promote quality, consistency, and regulatory compliance.
• Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
• Influence leaders and stakeholders through data-driven insights and strategic recommendations.
• Mentor associates and provide leadership across key projects and initiatives.

Senior Financial Planner

• Lead the implementation of innovative Oracle solutions that drive business success
• Set the strategic direction, inspire teams, and cultivate impactful client relationships
• Oversee complex projects that enhance operational effectiveness
• Mentor and develop future leaders within the organization
• Contribute to the advancement of finance technology initiatives

Director, Oracle Cloud Finance

• Develop deep insights into the FSI sector to tailor cloud storage solutions effectively.
• Collaborate closely with AWS and NetApp account teams to enhance product outreach and drive adoption among new and existing customers.
• Educate and enable a broad network of AWS Solution Architects, Engineers, and industry specialists on incorporating Amazon FSxN.
• Deliver compelling presentations and demos to articulate the unique benefits of solutions, engaging with clients both virtually and in person.
• Drive continuous learning and improvement within the team, embracing feedback and pioneering new strategies for success.

AWS Sales Specialist, Financial Services

• 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

• Financial Modeling: Own the mechanics and accuracy of the company’s three-statement financial model with a primary focus on expenses.
• Model Integrity: Responsible for the models’ core assumptions, quality, accuracy, and timeliness to ensure reliable forecasting.
• Budgeting & Planning: Drive the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.
• Key Metric Reporting: Monitor and communicate key performance indicators to executives across the company.
• Systems & Implementation: Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability.
• Insights & Recommendations: Provide data-driven recommendations to drive growth and efficiency while identifying potential risks and opportunities.
• Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable plans.
• Process Automation: Take a proactive approach to enhance processes across FP&A, accounting, and business operations.
• Scalable Reporting: Partner with business operations to automate analyses and forecasts in BI tools (e.g., Tableau, Looker) to enable real-time reporting for leaders.

Senior Financial Analyst, FP&A

• 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

• Work with regional and international clients on complex transactions including acquisitions, divestitures, mergers, joint ventures, and corporate restructurings
• Deliver high quality advice to clients and collaborate with senior professionals
• Drive new insights and differentiated execution across sectors/verticals
• Play an important role on a team working on public and private capital markets transactions

Investment Banking Technology Associate / Vice President

• Identify potential start-up investments and source relationships with the company founders
• Meet with entrepreneurs and evaluate their business plans and pitches
• Track and report on deal flow generated by our team
• Research industry sectors, trends, and market dynamics
• Assist with due diligence

Investment Associate

• work with regional and international clients on a wide range of complex transactions
• manage acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations
• deliver high quality advice to clients
• collaborate closely with professionals throughout the firm
• play an important role in a team that includes senior professionals

• Providing advice to business unit executives and senior-level managers on Human Resources (HR) issues
• Establishing the strategy for Enterprise and line of business specific Human Resources (HR) priorities
• Ensuring organizational effectiveness across talent acquisition, performance management, talent development and learning, succession planning, compensation, etc.
• Acting as a trusted advisor to leadership and partners with senior business leaders
• Overseeing and defining the strategy for critical workforce activities, including headcount reporting and analytics, financials/expenses, promotions, opportunity and inclusion, performance, talent management, and key cross-HR initiatives
• Helping senior leaders build effective teams, develop talent, manage risk, and create an inclusive environment that values deep and broad skills, experiences and perspectives

Human Resources Executive – CFO

• The Senior Treasury Sales Officer (TSO III) for the Global FIG Investments and Securities Team will be responsible for managing a large portfolio of critical Clients.
• Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Securities and Investments segments.
• The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards.
• Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework.
• Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution.
• Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models.
• Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development.
• Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness.
• Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics.
• Leads end to end transformation of client onboarding experience for Private Capital clients by partnering across Sales, Product, Operations, Technology, and Compliance to streamline processes, enhance digitization, and improve speed, transparency and client satisfaction.
• Serves as the Senior Cross Functional Lead driving onboarding strategy and execution.
• Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events.

Treasury Sales Officer III – Global FIG Investments, Securities

• Support the annual budgeting and forecasting process, with hands-on ownership of spreadsheet models and financial data
• Prepare regular financial reports and variance analyses across business units
• Partner with and help coordinate the India-based FP&A team on day-to-day deliverables and reporting workflows
• Build and maintain financial models to support business decisions, M&A activity, and scenario planning
• Contribute to the development of KPI dashboards and data reporting tools
• Work cross-functionally with department heads to gather inputs and provide financial insights
• Help identify and implement process improvements as systems and infrastructure continue to evolve

See all jobs on JobTailor

Senior Strategic Planning Manager – Agent Sales

Senior Associate, Investment Operations – Private

Senior Consultant, Financial Operations

ETF Sales Director

Senior Systems Operations Specialist – Lead

Associate Finance Director

Business Strategy & Intelligence Manager

Financial Advisor

Senior Financial Planner

Director, Oracle Cloud Finance

AWS Sales Specialist, Financial Services

Senior Financial Analyst, R&D Finance

Senior Financial Analyst, FP&A

Manager, Investment Accounting

Investment Banking Technology Associate / Vice President

Investment Associate

Investment Banking Technology Associate / Vice President

Human Resources Executive – CFO

Treasury Sales Officer III – Global FIG Investments, Securities

FP&A Analyst