Financial Planning and Analysis

• Drive client retention and growth, deliver critical operational efficiencies and ensure adherence to risk, compliance, and regulatory commitments.
• Lead a team of product owners and analysts, both directly and through matrixed relationships, across globally distributed locations.
• Rally the team and stakeholders around a product vision, influence and gain buy-in to prioritization across partner teams.
• Lead the team in conducting customer discovery and translating customer insights and user behavior to understand the needs of our internal and external customers.
• Understand and effectively leverage technology and AI in product discovery, design, development and deployment.
• Manage change and ensure business readiness to drive impact and adoption.
• Manage team with a risk-minded approach and care for governance and regulatory / risk / control needs.

Executive Director, Product Management – Floor Plan and Channel Finance

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high stress environment and under tight deadlines.
• Develop good working relationships with peers and senior bankers in the Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Complete credit and corporate finance overview and analysis independently.
• Serve as support to the Managing Directors and be capable of making internal and external presentations.

Investment Banking Associate I/II

• Build and understand complex financial models
• Perform complex financial analysis with minimal oversight
• Create high-impact presentation materials using PowerPoint, Excel, Word
• Manage priorities while working on a number of high priority opportunities simultaneously

Investment Banking Associate II – Environmental Services

• Facilitate the administration of Truist’s Community Reinvestment Act (CRA) compliance and performance
• Ensure applicable laws and regulations are met by transactional testing and ongoing internal assessments of the institution’s CRA performance
• Provide compliance guidance to internal management based on analysis and interpretation of the regulation and Truist’s CRA performance
• Maintain a high-level of knowledge concerning the CRA regulation
• Research demographic, political and economic variables to support and qualitatively assess Community Development loans, services, and qualified contributions/investments
• Conduct ongoing and ad hoc assessments of the bank’s CRA performance to update internal and Business Unit leadership on projected CRA Rating
• Develop, update, and maintain a Procedures Manual for all established processes
• Provide training to less experienced teammates

CRA Compliance Officer I

• Lead short range forecasting, monitoring, and reporting of Free Cash Flow performance.
• Analyze and improve working capital drivers, including Accounts Receivable, Inventory, and Accounts Payable.
• Identify opportunities to improve cash conversion cycle and working capital efficiency.
• Manage CAPEX forecasting, reporting and governance.
• Analyze balance sheet performance and provide actionable insights and recommendations to leadership.
• Partner cross-functionally / cross-business to improve cash visibility, forecasting accuracy, and financial performance.
• Develop executive-level cash flow reporting, dashboards, financial models, and presentations.
• Support Investor Relations with cash-related insights for Earnings.
• Drive process improvements, automation initiatives, and systems enhancements.

Finance Manager – Cash

• Prepare, analyze and report financial results
• Ensure compliance with regulatory requirements
• Provide insights to support strategic decision-making
• Collaborate closely with a dynamic team of experts
• Maintain the accuracy and integrity of financial information
• Submit monthly financial results to Headquarters
• Respond to questions from HQ on submitted data
• Responsible for administration of MIF (internal reporting tool)
• Produce monthly commentary analyzing financial results
• Prepare quarterly financial reporting commentary presentation and present to management and external auditors
• Perform IFRS accounting research activities
• Prepare regulatory filings and support compliance activities
• Perform monthly close activities including internal/external debt journal entries

Senior Accountant – Financial Reporting

• Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact
• Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area
• Review and analyze complex multi faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
• Lead mid Corporate Portfolio Management projects and teams
• Serve as a peer mentor

Lead Mid-Corporate Portfolio Manager – Restaurant Finance

• Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to service
• Communicates patient liability clearly and accurately while adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care
• Explains how non-covered and out-of-network services factor into the out-of-pocket cost
• Requests upfront payment toward self-pay amounts, including estimated out-of-pocket costs and outstanding previous balances
• Establishes payment arrangements in advance of scheduled services when applicable, communicating due dates and the amount of each installment
• Interviews uninsured patients to assess for qualifying financial needs
• Identifies available assistance programs and coordinates with patient to complete paperwork and applications for any potential coverage(s)
• Continues follow-up efforts to obtain a funding source for patient’s health services
• Initiates credit scoring to determine each patient’s eligibility for Medicaid, hospital-sponsored charity care, and other programs through a comprehensive patient interview
• Works in conjunction with state social worker and/or outside eligibility vendor to assist in the appropriate completion of Medicaid applications, ensuring this funding source is maximized based on patients’ eligibility
• Demonstrates working knowledge of insurance benefits, insurance companies, and Marketplace insurance options, and stays informed of other payer sources entering the markets
• Educates physician office/patient on the organization’s applicable policies such as Financial Assistance Policy, Patient Financial Responsibility, Non-Covered Services, and Deferral of Care
• Coordinates with provider office to determine scheduling options based on the need to secure funding and clarify patient’s financial responsibility
• Stays current on regulations and eligibility requirements for government funding, especially Medicare and Medicaid
• Understands and complies with all internal charity care policies and processes
• Performs in a HIPAA-compliant manner with all pertinent patient interviews, including management of demographic data, topics discussed, and actions taken
• Collaborates with peers in the operational flow for uninsured patients or patients that are concerned about costs for upcoming services
• Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic exam room, Urgent Care, consult space, or a Financial Resource Specialist office

Financial Advocate

• Shape the financial future of a nationally recognized organization
• Establish and mature Geneva's FP&A capability
• Develop predictive financial models and data-driven insights
• Partner with senior leadership to identify financial risks, growth opportunities, and operational efficiencies
• Develop a finance technology roadmap
• Lead modernization of the finance system and business processes
• Manage all accounting functions, including general ledger, month-end close, and financial reporting
• Direct the preparation of Incurred Cost Proposals, provisional rate submissions, and financial audit reports
• Build a high-performing finance organization capable of supporting organizational growth

Director, Finance & Accounting

• 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

• Act as a Finance Business Partner for assigned business areas
• Lead core planning and reporting rhythms, including monthly reporting, forecasting, budgeting, variance analysis and management reporting
• Translate financial data into clear narrative and insight for senior leadership, board and committee materials
• Support business decisions through financial modelling, product profitability, revenue analysis, vendor performance review and scorecards where relevant
• Work with HR Business Partners and business leaders on headcount, compensation forecasting and capacity planning
• Identify opportunities to improve data quality, reporting processes, planning methods and use of finance tools
• Contribute to the Finance team's longer-term maturity journey, including stronger data governance and future AI-enabled analysis

Finance Business Partner

• Identifying, delivering, and executing the equipment finance sales strategy
• Developing profitable relationships with HomeTrust Bank clients and non-bank prospects
• Maintaining a scheduled calling program with commercial clients
• Analyzing client and prospect financial data to effectively manage risk
• Attaining or exceeding annual assigned budgets

Equipment Finance Regional Sales Manager

• Develop the vital competencies and experiences needed for a career as a Finance leader
• Complete four, six-month rotational assignments providing strategic direction while gaining proficiency with diverse functional areas, business units, and regions
• Participate in formal development sessions and receive dedicated Executive Mentorship
• Network with outstanding LDP alumni
• Collaborate across businesses, functions, and locations

Finance Leadership Development Program

• Complete reserve studies and advise management on reserve decisions
• Develop and maintain monitoring tools
• Partner closely with Claims to develop insights
• Analyze portfolio performance, emerging claim trends, and significant loss activity
• Drive improvements in data quality, portfolio monitoring, and actuarial processes

Reserving, Global Specialty Financial Lines

• Partner with the VP, Business Growth & Development Leadership Team, and Partner Solutions Leadership Team to develop, prioritize, and execute strategic initiatives and business plans
• Translate strategic priorities into actionable plans, milestones, and measurable outcomes, and lead change management activities when needed
• Lead Partner Solutions communications efforts that build a connected team culture and align with leadership priorities
• Act as a liaison between Partner Solutions and Product, Technology, AI & Data Analytics, Audience Solutions, and Research Publishing teams to keep priorities aligned
• Serve as a trusted strategic advisor and chief of staff to the VP, anticipating business needs and identifying risks and opportunities
• Coordinate leadership activities, customer-facing priorities, and industry engagement, including team meetings, sales kickoffs, and presentations
• Use AI and business intelligence tools, including Power BI, to support planning, reporting, and decision-making

Senior Manager, Strategic Planning – Transformation

• Ensure workstream leaders are equipped with accurate, timely, and actionable fact bases
• Translate the value thesis into clear integration priorities, milestones, and measurable outcomes
• Identify value‑driving insights and surface risks or opportunities early.
• Lead and provide analytical support for supply chain–related synergy workstreams, including Logistics, Manufacturing, Molding Insourcing, and Procurement
• Accelerate speed‑to‑value by modeling cross‑selling scenarios, assessing customer overlap, and supporting the transition toward a unified customer‑facing interface
• Support workstreams exploring new product, category, and channel opportunities enabled by the combined capabilities of Clorox and Purell
• Partner with the Clorox Purell finance team to identify best practices and implement planning, forecasting, and reporting routines that integrate smoothly into Clorox processes
• Establish a unified scorecard of KPIs to measure progress against the value thesis and provide transparent reporting to senior leadership
• Serve as a connective tissue across workstreams, ensuring alignment, clarity of ownership, and timely escalation of issues.

Associate Director – Finance, Integration

• Responsible for growing and retaining relationships with targeted client group by coordinating all aspects of the client relationship through the delivery of value-added financial solutions
• Develops business development strategy to generate new business
• Provides leadership and direction to other credit staff and fosters strong communication between customers and internal staff from application through closing
• Coordinates all client-facing activities related to their clients, including credit support and other product area
• Responsible for the review and underwriting of credit requests and insuring appropriateness and satisfaction level of existing services provided
• Prepares and presents credit proposals for existing and new customers
• Monitors, on an ongoing basis, information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk
• Attends community and/or industry-specific forums, conferences and/or meetings to broaden relationship network and continually deepen knowledge of trends and practices
• Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client.

Managing Director – Corporate Investment Bank, Metals, Materials, & Construction

• Responsible for leading complex business challenges through financial forecasting, planning, and modeling
• Strategizes key financial areas including USAA's technology organization
• Advises team members on advanced financial analysis and complex financial processes
• Ensures all work is completed in compliance with regulatory requirements, company policies, and internal controls
• Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers
• Anticipates opportunities to tackle the most complex and/or unique business problems, providing proactive financial solutions
• Consistently interacts with senior management becoming their trusted advisor on all financial issues
• Makes recommendations to solve short-term, as well as strategic financial business problems
• Teaches and mentors others about complex financial processes, business drivers, and systems
• Reviews analysts' work and assists management in assigning tasks and managing workflow
• Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies
• Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies

Lead Financial Analyst – Technology

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development

Financial Advisor – Merrill Advisor Development Program

• 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

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