Financial Planning and Analysis

• 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

• Oversight of the Midwest Region’s financial personnel and processes.
• Analytical support for all activities and processes of Plant Leadership teams in the Midwest Region.
• Key processes include monthly close, monthly financial forecasts, annual operating plans and compliance matters.
• Analysis and evaluation of the Region’s monthly operating results, annual budgets, monthly production and financial forecasts, and weekly results reporting.
• Provide analytical support for cross functional projects including but not limited to customer profitability analysis and pricing.

Finance 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

• collects, analyze and report on market data to connect financial outcomes with operational effectiveness
• review Market Financials, Claims and trend analytics, reviewing contract financials, and budget/administration development
• Work with Actuary, MRA, Corporate Finance, Clinical, Market Point and Providers/Hospitals/Ancillary internally
• Work with our Value Based Providers relating financials, membership, cost and utilization reporting
• Promote optimization inclusive of activities spanning decisions
• Advise regional leadership of functional strategies on matters of significance while exercising independent on complex issues

Market Finance Lead

• Determine what our customers need.
• Leverage internal and external sources, conduct customer interviews, surveys, analyze behavior and develop solutions.
• Craft and maintain the product backlog.
• Work with design and engineering teams to define, groom, and execute epics & features.
• Communicate & coordinate with cross-functional stakeholders.
• Provide strong evidence and rationale for decision making.
• Seamless integration with fellow product managers.
• Rigorously leverage data and analytics to drive decisions, features, and design.
• Collaborate with Leadership, Engineering, Design, Strategy, and Implementation to drive initiatives.

Product Manager II – Financials, Access & Integrations

• 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

• Under general supervision, learns to perform duties as a Financial Analyst on the Financial Planning and Analysis team.
• This position has the responsibility for supporting analytical activities related to financial planning and analysis for our consumer and commercial lending products (auto, real estate and credit cards) and expense analysis.
• Must be comfortable working with large amounts of data in multiple systems and can synthesize it into actionable insights.
• Frequent collaboration with other areas of the credit union is expected.

FP&A Intern

• 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

• Drive high-impact decisions at the intersection of finance, data, and merchandising.
• Leverage SQL, Snowflake, Power BI, and advanced analytics to uncover insights on pricing, assortment, and profitability.
• Partner closely with cross-functional teams to influence strategy and fuel growth in a fast-paced, data-driven environment.

Senior Financial Analyst, Merchandising Analytics

• Sets Corporate daily cash position using information reporting from various banking applications and Treasury workstation; Includes the NA region - United States, Canada and Mexico
• Performs daily reconciliation of concentration accounts including reconciling statements against weekly accounts payable files to prior day bank statements
• Utilizes cash reconciliation to prepare and distribute daily global cash reports for upper management
• Assists in controlling the monthly global cash flow forecast operating system and supports team in preparation of rolling cash forecast
• Assists with the monthly intercompany Netting cycle between entities across various regions globally
• Perform financial risk management review such as FX currency analysis, Interest rate exposure analysis, transaction and activity analysis
• Effectively collaborate with partnering departments and teammates to assist Treasury leadership with ad-hoc projects and various daily activities
• Oversee coordinate Insurance Certificate activity to support customer requirements and desired coverage from various business partners
• Assist with risk analytics/modeling of program
• Recommend and document, contract standards for insurance and indemnification wording
• Establishing and regularly updating a comprehensive risk management framework to identify, measure, monitor and control all aspects of risk
• Assist in compilation of underwriting data for insurance renewals and programs
• Draft informational reporting forms for federal tax compliance.
• Collect data for special tax calculations/analysis.
• Assist with departmental survey projects to learn underlying allocation calculations for tax concepts and about the Doosan business.
• Gather information for audit responses as needed.
• Tax package preparation, distribution, and intake/follow-up.
• Process exemption certificates to gain insight into sales and use tax processes.
• ERP conversion support, such as user acceptance testing, report review and validation.
• Gather accruals and submit invoice payments to reinforce accounting principles.
• Participate in monthly/annual update cycle of tax rates, authorization forms, workpaper roll-forwards, etc. to see the tax accounting and compliance function flow.
• Review and log tax notices.

Finance Student Experience

• collaboration with managers, directors, and senior leadership on monthly productivity and remediation of variances.
• coordination on and completion of annual operating budgets.
• Responsible for month end closing cycle, including reviewing financial information, journal entries, and reviewing for accuracy.
• maintaining and reporting of management systems, reviewing all financial data for accuracy.
• Collaborates with accounting staff for fair financial representation.
• Maintains various departmental statistical and financial data.
• Projects may include evaluating the financial impact of new programs, preparing projections for new building projects, and other projects.

Financial Analyst

• Drive operational and financial performance across Supply Chain and Project Execution
• Lead manufacturing finance activities for the site/region, including planning, forecasting, pacing, and closing processes
• Own P&L and balance sheet responsibilities
• Support execution of financial and operational strategies that improve business performance
• Communicate complex concepts clearly and effectively, influencing stakeholders
• Advise management on functional and business matters

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