Financial Planning and Analysis

• 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

• support business and finance leaders by providing financial analysis, forecasting, planning, and strategic decision support
• develop financial forecasts
• evaluate business performance
• identify trends and key drivers
• provide executive-level reporting and presentations
• support monthly and annual planning processes
• prepare materials for senior leadership
• develop variance analyses and commentary
• conduct ad hoc financial analyses
• identify opportunities to enhance reporting and planning processes
• provide timely, transparent, and succinct financial reports
• produce timely and precise revenue, expense, and staffing forecasts
• contribute to annual budget cycle and continuous monthly forecasting
• prepare key financial forecasts, metric-driven performance dashboards, and strategic business insights for business leaders and executives
• perform on-demand analysis and generate custom reports to address specific business needs
• collaborate with the business on implementation and compliance of new accounting and regulatory standards
• facilitate audit, regulatory, and investor requests by providing timely and accurate information
• identify and address control matters; maintain sound control processes

Finance Associate

• Managing all aspects of the NAFS portfolio of tribal clients
• Underwriting loans and other credit products for complex tribal governments and their business enterprises
• Working with legal counsel to review and structure loan documentation
• Ongoing credit monitoring and analysis
• Monitoring individual clients and portfolio trends
• Serving as a focal contact point for ongoing communications with tribal and enterprise CFO's, and legal teams
• Performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests
• Monitoring and reviewing legal documentation
• Assisting product partners in cross-selling additional bank products

Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• connecting clients to solutions that meet the financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker

• Performs technical, support, requirements development, design review and testing support for day-to-day processing as well as system upgrades and new project and product initiatives
• Provides technical support for Business Operations and Product Development teams through consultative, technical and development expertise
• Identifies and understands the impact of potential changes to the various business application systems with regard to workflow and throughput performance (system and technical) as needed
• Develops effective test plans to ensure potential change(s) do not result in any internal or external customer issues
• Communicates project progress, findings, and any significant issues to leadership
• May lead or participate in project teams developing business requirements for future operational or application enhancements

Payment Services Consultant, Level 3 Support

• Serve as the primary finance partner to plant leadership, helping drive strategic initiatives that improve operational and financial performance.
• Lead cost savings and continuous improvement efforts that support operational excellence, lean manufacturing, and zero-loss thinking.
• Provide critical financial analysis and business insights that enable informed production, investment, and operational decisions.
• Develop financial talent, strengthens organizational capabilities, and promotes a culture of accountability and performance improvement.
• Partner with the Plant Director and Leadership Team to drive strategic business initiatives, operational excellence programs, and plant performance improvements.
• Lead the development, implementation, and oversight of plant cost savings projects, including loss analysis, plant optimization, and continuous improvement initiatives.
• Deliver financial analysis, reporting, forecasting, and annual operating plan (AOP) activities while communicating results and recommendations to leadership.
• Develop tools and insights that support informed production, business, and operational decision-making across the plant.
• Coordinate capital improvement planning, including project evaluation, business case development, payback analysis, and post-implementation benefit validation.
• Identify opportunities to simplify, automate, and optimize business processes while developing finance talent and supporting organizational growth.

Plant Finance Business Partner

• Building and maintaining relationships with financial advisors to generate assets
• Assisting with educating financial advisors on product benefits through presentations
• Developing and implementing wholesaling business plans for the territory
• Presenting sales activities at weekly wholesaling meetings
• Maintaining wholesaling activity logs and databases

External Wholesaler

• Assist in monitoring daily cash positions and supporting weekly cash forecasts.
• Support processing wire transfers and maintaining accurate bank records.
• Help prepare monthly cash reports and assist with reconciliations during close cycles.
• Collaborate with internal teams (e.g., Accounts Payable) to ensure smooth cash operations.
• Develop and maintain short-term cash flow forecasts, identifying key variances and drivers.
• Prepare detailed Cash Flow (LE’s) Forecast to HQ by gathering and analyzing inputs from various teams – such as inventory, AR, AP, operating cash earnings to ensure alignment with the annual plan to determine consolidated needs.
• Prepare monthly cash reporting and support month-end/quarter-end close processes.
• Assist in maintaining the Travel & Entertainment system and support insurance-related tasks, including annual renewals, claims and contract reviews.
• Help ensure compliance with internal policies and support audits as needed.
• Assist in ensuring compliance with internal controls, treasury policies, and support both internal and external audits (JSOX, operational audits).
• Proactively manage and follow up on email correspondence, ensuring timely completion of outstanding items.
• Engage in ad-hoc tasks or small projects to assist the treasury team.

Financial Treasury Accounting Analyst

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• 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

• Provide insight into operational and financial business performance through analysis of results vs budget
• Develop and drive annual and quarterly planning and forecasting process
• Collaborate with cross-functional teams and build relationships
• Lead the development of actionable reports
• Manage the inventory of reports using PeopleSoft/Hyperion
• Prepare and present complex financial data
• Identify trends, highlight variances, and recommend adjustments
• Recommend new financial analysis techniques
• Support finance business partners with data
• Design, maintain, and improve forecast models

Financial Planning & Budgeting Consultant

• 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

• Lead cross-functional financial reviews with stakeholders across Finance, Trade Management, Tax, Sourcing, Operations, and other business functions.
• Own the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas trade and duty spend.
• Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
• Standardize financial processes, reporting, and best practices across the Americas region.
• Enhance analytics and reporting capabilities while driving continuous improvement through automation and AI-enabled solutions.
• Assess and communicate financial exposure related to trade regulations, tariffs, and import/export activities.
• Provide guidance on trade compliance analytics, financial controls, and best practices.
• Oversee brokerage spend audit activities and partner globally to support financial standardization efforts.
• Present financial impacts and recommendations to leadership and other key stakeholders.
• Build strong cross-functional partnerships and promote a culture of collaboration and continuous improvement.

Trade Financial Planning & Performance Analyst

Supply Chain

• Develop, implement, and maintain the company’s U.S. trade compliance program, including policies, procedures, and internal controls
• Partner with senior leadership and business partners to align trade compliance strategy with business objectives
• Evaluate compliance maturity across global sites and implement improvement plans
• Ensure consistent application of trade compliance standards across all operations
• Ensure strong utilization of SAP and trade compliance related master data accuracy
• Ensure compliance with U.S. Customs regulations (CBP) for all imports
• Oversee:
• US HTS classification
• US customs valuation (including transfer pricing / computed value considerations)
• Country of origin determination
• Temporary Import Bonds (TIBs) program management
• Foreign Trade Zone (FTZ) administration and compliance
• Manage and optimize duty exposure, including Section 301/232/122 and other impacts
• Ensure accurate and complete entry documentation through customs brokers
• Lead responses to CBP and FDA import inquiries (CF‑28, CF‑29), audits, and reviews
• Ensure compliance with Export Administration Regulations (EAR) and applicable export controls
• Oversee:
• Export classifications (ECCN where applicable)
• Denied/restricted party screening
• Export documentation and recordkeeping
• Manage export licensing requirements where applicable
• Provide guidance on OFAC and other regulatory requirements
• Own USMCA qualification and certification processes, including supplier solicitations and documentation
• Identify and implement duty savings opportunities (FTA, valuation strategies, drawback where applicable, etc.)
• Partner with global sites (Mexico, China, Vietnam, Hong Kong, etc.) to ensure compliant import/export execution
• Collaborate with freight forwarders, customs brokers and freight carriers to ensure service, compliance, and cost efficiency
• Conduct internal trade compliance audits and self-assessments
• Investigate potential non-compliance issues and lead corrective actions
• Prepare voluntary disclosures in coordination with leadership and external advisors when needed
• Develop and deliver trade compliance training across functions.

Trade Compliance and Logistics Manager

• Gather and analyze all relevant financial and industry data for high value clients or prospects
• Model future financial performance of clients and prospects, including downside scenarios
• Serve as a thought leader on the deal team, guiding Business Partners/Bankers/Relationship Managers in structuring transactions
• Perform enhanced leveraged cash flow due diligence, when appropriate
• Prepare a thorough credit underwriting document, drawing on experience and deep industry expertise to proactively identify credit risks and mitigants
• Ensure compliance with all relevant regulations including Know Your Customer (KYC)
• Lead the approval process for lending commitments, amendments, waivers, and consents
• Monitor accounts/ongoing financial performance of portfolio to track covenant compliance
• Establish and maintain strong client relationships and industry expertise
• Conduct presentations and site visits as appropriate to monitor business conditions and/or identify new opportunities
• Provide guidance and feedback to Analysts, Associates, and Vice Presidents as appropriate

Vice President, Portfolio Management – Financial Institutions, Insurance

• Associates on the Public Finance team are strong individual contributors in the areas of analyzing, structuring, and executing transactions.
• Responsible for performing industry research and preparing pitches, management presentations, and other written materials.
• Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis.
• Actively participate in client planning sessions, research and analyze data, prepare and present analytical information.
• Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.
• Possess a deep understanding of the financial impact of decisions on the client’s organization.
• Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills.

Investment Banking Associate, Public Finance – Affordable Housing

• Manage resources across different regions
• Develop financial strategies and perform analytical reviews
• Prepare reports and assist operations regarding cost budgets
• Manage Accounts Payable process and month-end close responsibilities

Manager, Finance, Operations

• 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

• Prepare, analyze and communicate key financial information and provide support to management and other staff members regarding financial reporting and other related issues.
• Assist with budget preparation and financial planning processes and budget review for compliance and opportunities.
• Serve as consultant to all levels of management to provide decision support for initiatives, policies and procedures.
• Complete special projects and duties including providing necessary research, forecasting and conflict resolution.
• Other duties as assigned.

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