Financial Planning and Analysis

• Prepare financial analysis in support of sales planning, forecasting and reporting
• Partner cross-functionally and act as a financial advisor to support the sales team’s delivery of KPIs
• Prepare financial data to be presented at monthly business reviews and financial reviews
• Support month-end close, forecast, and reporting activities
• Develop understanding of packaged food categories, retailers, consumers, and competition to drive decisions rooted in strategy

Senior Analyst, Finance

• Lead the team to manage the $800M+ US Utilities CapEx project portfolio
• Present optimized CapEx portfolios to Financial Planning & Analysis and other business stakeholders
• Develop strategy to foster and maintain cooperative relationships with stakeholders in T&D, Global AES businesses, regulators, and other parties
• Lead team to validate projects submitted for budget through Technical Review Process
• Evaluate strategic alternatives and investment opportunities for AES

T&D Investment Planning Manager

• Develop long-term maintenance and investment project plans to be included in the capital budget
• Create scope of work documents, cost estimates, and schedules for assigned projects engaging engineering and other SMEs as required
• Build the project business case using reliability, integrated system planning, and other inputs
• Provide bid specifications to Supply Chain in accordance with the procurement process
• Compile detailed work plans for the Project Management Organization, Engineering, and Operations teams to execute
• Utilize Management of Change and Asset Governance processes for controlling the modification of equipment, systems, and processes
• Serve as a representative of the Company as assigned

Senior T&D Investment Planner

• Support the monthly close process, including preparing select accrual and reclass journal entries
• Analyze monthly financial results (actuals vs. forecast, plan, and prior year) to identify key trends and performance drivers
• Partner with business leaders across Revenue, Field Operations, Corporate O&M, and Capital to understand and validate variance drivers
• Develop clear, concise explanations of variances, including key risks, opportunities, and impacts to the year-end outlook
• Prepare and facilitate monthly financial results presentations for State Presidents and senior leadership
• Analyze Return on Equity (ROE) performance, comparing earned results to allowed and planned targets, and explain key drivers impacting variances and overall financial performance
• Prepare and manage departmental O&M budgets and headcount for Gas Presidents departments
• Partner closely with Field Operations to align on headcount assumptions
• Support depreciation planning through analysis and forecasting of general depreciation expense
• Support Regulatory Asset and Regulatory Liabilities planning, including forecasting balance sheet activity and key drivers
• Lead the development of annual financial plans and supporting materials, including facilitating plan review sessions with State Presidents and senior leadership
• Collaborate with the Regulatory team to support rate case filings, including responding to discovery requests and providing O&M planning data
• Identify and implement process improvements to enhance forecasting accuracy and reporting efficiency
• Respond to ad hoc financial analysis requests with timely, actionable insights to support business decisions and strategic initiatives
• Operate effectively with minimal supervision while managing competing priorities in a fast-paced environment

Senior Financial Planning Analyst – Lead

• 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.

Financial Advisor

• Lead end-to-end annual planning for the function, including timeline orchestration, intake, prioritization support, consolidation of inputs, validation, and executive readouts.
• Drive continuous planning (monthly/quarterly reforecasts, plan variance reviews, scenario planning), ensuring decisions are anchored in current data and delivery realities.
• Design, build, and maintain executive-grade dashboards that provide a single source of truth across planning, spend, forecasting, delivery performance, and value outcomes using Power BI.
• Build and manage Power Apps / Power Platform solutions to streamline planning intake, approvals, workflow tracking, and data quality controls—reducing manual reporting effort and cycle time.
• Track performance against plan, surfacing trends, gaps, and drivers with clear recommendations.
• Influence cross-functional partners without authority by setting standards, aligning on definitions, and driving adoption of common planning and reporting routines.

Senior Business Experience Planning & Administration Advisor – IT Financial Analyst

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and meeting with clients to review financial goals
• Recommending banking and investment strategies and products
• Mitigating and controlling risk as part of daily activities
• Identifying and engaging potential new clients

Financial Solutions Advisor

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings

• Lead the portfolio of HR strategic priorities, HR transformation and critical projects, intersections, and interdependencies; ensure the right discussions and decision timing.
• Provide oversight of program/portfolio budgets, resource planning, and financial performance, ensuring alignment to strategic priorities.
• Oversee the work of program, product, and project managers driving key HR initiatives and partner closely with initiative leads and sponsors to deliver strong outcomes.
• Shape and foster a compelling HR vision in collaboration with the HR Leadership Team and key stakeholders.
• Partner with Corporate Communications to craft messaging strategies that align to organizational goals and values.
• Develop and execute HR strategies in collaboration with the HR Leadership Team that align with the organization’s overall goals and objectives.
• Establish and sustain a collaborative HR governance model and practices across Business Units and COE teams in support of the HR strategy, including the processes and protocols needed to enable the model.
• Drive a culture of innovation and digital capability within HR by identifying opportunities to enhance operational efficiency, streamline processes, and leverage technology.
• Lead effective facilitation of enterprise-level strategic planning, budget process and design-thinking sessions with the HR Leadership Team and key stakeholders to align priorities, accelerate problem-solving, and co-create scalable HR solutions.
• Lead program management activities, including the continued evolution of HR PMO capabilities, and ensure change management and communications are integrated into overall program delivery.
• Provide people leadership to a team of program and project management professionals by setting direction, coaching performance, building capability, and aligning resources to strategic priorities.

Senior Director, HR Strategic Planning – Realization

• Leading Sales & Operational Planning (S&OP) activities for assigned SBUs & regional BU, to balance customer service, capacity, inventory & operational costs.
• Facilitating resolution of near-term supply issues in partnership with Business Management, Commercial teams, and Regional Supply Chain.
• Working with assigned manufacturing locations in the development and execution of production plans.
• Working with Supply Coordinators on resupply planning through hub & spoke networks, for the assigned SBUs.
• Monitoring of key performance metrics focused on service, inventory, and execution to meet targets & drive continuous improvement.
• Actively contribute to the organizational goals by taking initiative, executing on goals and focusing on performance and safety.
• Improve the organization capacity and capabilities through building collaborative relationships, optimizing diverse talent and utilizing positive communications and influence with others.

Strategic Planning Lead

• Support business units in making strong business decisions
• Drive financial sections of RFPs, proactive opportunities, and renewals
• Be involved in deal reviews and negotiation as a trusted partner
• Champion standardization of new best practice processes related to deal management
• Achieve pricing objectives using analytic tools to develop pricing models and analyses
• Build relationships with key stakeholders within sales and finance

Senior Financial Analyst, Strategic Pricing

• Partner closely with business and finance leaders to own SG&A OpEx
• Lead budgeting, forecasting, close, and analytics for assigned BUs
• Build scalable financial models and support the adoption of new technologies
• Contribute to expanding self-service analytics capabilities
• Collaborate with Finance Transformation, IT, and Data teams to enhance FP&A tools

Senior Financial Analyst

• Responsible for the timely and accurate preparation of external financial statements and all related filings
• Provides assistance with complex financial statement transactions and filings
• Prepares filings using the general ledger system and financial statement preparation software
• Assists with responses to government and regulatory agencies requests and inquiries
• Provides information for external audits
• Participates in the evaluation of anticipated transactions and assists with implementing needed changes to the financial statements and related disclosures
• Recommends and develops enhancements to accounting methods and procedures

Senior Financial Reporting Accountant

• Underwriting equity investments for LIHTC funds
• Managing relationships with syndicator partners
• Drafting and presenting comprehensive memorandums summarizing the transaction
• Reviewing and commenting on fund documents
• Collaborating on strategies for loan opportunities

Fund Investments Associate

• Responsible for the valuation and analysis of Elan acquisitions and Denovo programs along with Elan partner contract renewals.
• Need analytical skills to summarize large data sets and the ability to make recommendations/proposals to optimize deal financial metrics.
• Will be working with various cross functional teams within PCS and Corporate.
• Provides financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management.
• Develops and maintains spreadsheets and statistical models for financial analysis.
• Prepares a variety of management presentations.
• Researches and resolves problems and errors in data from financial reporting systems.
• May prepare interest rate pricing and forecasting information for use in asset and liability management.

Financial Analyst

• Lead, coach, and develop team of financial analysts
• Review and approve journal entries and account reconciliations
• Review, analyze and forecast manufacturing and absorption variances
• Help lead monthly financial reviews with plant leadership teams and operations leadership
• Prepare reports and supporting analysis to aid in management decisions
• Coordination on cost metrics with plant teams to drive cost improvements, identify and track savings opportunities
• Participate and/or manage department resources to complete plant inventories and cycle counts
• Participate in business planning; develop fiscal year budgets and review with plant, operations and SBA leadership
• Facilitate annual plant standard reviews
• Work with team members to develop new product costing in accordance with costing standards
• Support close as needed to achieve a 3 to 4 day close
• Identify areas of improvements and standardization
• Work with external auditors on quarterly and annual audits
• Assist with management of internal controls
• Assure compliance with generally accepted accounting principles and corporate policies for assigned responsibilities
• Travel to plants multiple times per year (quarterly for larger sites)

Manager, Plant Finance Services

• Lead manufacturing finance for a global network of ~45 factories, aligning financial strategies with corporate objectives.
• Develop and execute strategies to optimize costs, drive profitability, and maximize returns on capital employed.
• Provide strategic analysis and recommendations to senior leadership on investments, restructuring, and operational improvements.
• Influence local and regional teams to deliver consolidated global manufacturing expectations.
• Direct preparation, consolidation, and analysis of financial statements and management reports for the global manufacturing network.
• Lead financial planning and analysis processes, including budgeting, forecasting, variance analysis, and performance tracking.
• Champion advanced activity-based costing, should-costing, and refined cost allocation methodologies to enhance profitability insights and cost transparency.
• Oversee design and implementation of internal controls, ensuring compliance with corporate policies, SOX, and statutory requirements.
• Partner with Controllership and Audit teams to address findings, implement gap closure solutions, and continuously improve controls across all manufacturing sites.
• Lead financial aspects of restructuring, footprint optimization, and transformation initiatives, ensuring effective resource allocation, risk management, and project execution.
• Monitor and drive factory and network-level performance, identifying opportunities for efficiency, productivity, and value creation.
• Collaborate with operations, supply chain, and engineering leaders to deliver continuous improvement and world-class manufacturing results.
• Serve as a key finance partner to senior executives, factory leadership, and cross-functional teams across multiple regions, providing clear, actionable insights and fostering a culture of financial discipline and accountability.

VP Finance, Tools & Outdoor Global Manufacturing

• Perform monthly expense analysis for research activity within Cancer Research
• Develop action plans for identified variances in collaboration with principal investigators and the research management team
• Responsible for budget development, invoicing, and contract negotiations
• Perform monthly research financial oversight
• Monitor for compliance with policy
• Report any compliance issues to the research management team
• Provide ad hoc reports, reconciliations and schedules for management
• Negotiate budgets, contracts, and business terms with external funding agencies

Research Finance Analyst

• Contacts patients or their designees to collect accurate coverage information.
• Uses integrated health information systems and telephone technology with customer service skills to facilitate customer interactions such that the customer experiences the Medical Center and its entities as an accessible, coordinated, and seamless entity.
• Performs an accurate search for patient in EPIC data base, thus, reducing the number of duplicate patient records.
• Assesses the patient’s financial ability to pay for services, referring patients to financial counseling staff when appropriate.
• Sends eligibility requests to all payors to verify accurate and current coverage.
• Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees.
• Displays the highest level of customer service, attentiveness, and consideration possible in all cases, keeping within the standard set by the Office of Compliance and HIPAA in reference to confidentiality.
• Alerts management of problems with systems and workflow.
• Creates estimates, provides patients with financial liability education, and collects copayments and deposits as necessary.
• Other duties as assigned.

Financial Clearance Representative, L1 - PreReg

• Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
• Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
• Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
• Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
• Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
• Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
• Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
• Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager.
• May perform additional duties as assigned.

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