Financial Planning and Analysis

• Work with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions
• Recommending investment products and services suitable for prospects based on 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
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists to identify planning and investment strategies
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor

• 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

• Prospecting: Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory.
• Relationship Management: Building and maintaining strong relationships with both new and existing customers.
• Closing: Managing and growing your assigned territory to achieve profitability and exceed sales targets.
• Direct Sales: Conducting sales presentations either in-person or via Microsoft Teams.
• Consulting: Collaborating with field team members to ensure seamless implementation of programs and products, while strengthening customer relationships.
• Building market share: Working remotely in an entrepreneurial environment

Finance and Insurance Executive – Direct Markets

• Provide a variety of financial consulting services to clients
• Technical Accounting and Accounting Support to business operations
• Business process improvement and internal controls assessments
• Advisory projects including organizational structure analysis and profitability analysis studies
• Provide timely, high quality client service including coordinating the development and execution of the consulting work plan
• Develop an understanding of the client's business and industry
• Actively participate with engagement team and function as an in-charge and go-live lead
• Identify performance improvement opportunities

Senior Associate, Accounting and Finance Consulting – Gaming and Hospitality

• Ensure compliance and accurate information provided to students.
• Review and audit files upon submission from the FAC’s.
• Create Award Letter and FASApp.
• Issue and maintain award letters as appropriate.
• Maintain/update the certified loan report.
• Complete the financial aid file once a student has gone through the entire process of FA.
• Help students obtain funding through various programs available.
• Prepare, explain and supply applicants with appropriate documents to make informed decisions regarding financial aid.
• Analyze timing of funding of students.
• Update Salesforce appropriately in the financial aid section regarding funding score, etc.
• Verify funding amounts and order funds as appropriate.
• Participate in financial aid meetings and events.
• Download vouchers and verify funding of those vouchers.
• Scan, upload and email vouchers as necessary.
• Issue borrower notifications.
• Provide exit counseling.
• Run enrollment reporting and add new student’s to NSLDS transfer monitor list.
• Perform miscellaneous duties as assigned.

Financial Service Analyst

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams such as TPA fees, recoveries, subrogation, and salvage.
• Take reporting from raw data to finished deliverable, on time, accurately, and with the right stakeholders pulled in when data is missing.
• Identify anomalies in the data and chase them down before they reach the report.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate, timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement.
• Assist in developing financial models and tools that improve claims analysis and forecasting.
• Run continuous improvement on the recurring deliverables, including automating manual steps so errors do not recur.
• Work closely with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Present complex information clearly to both technical and non-technical stakeholders.
• Stay informed on industry practices and regulatory changes that affect reporting.

Claims Finance Analyst

• Processing payments, adjustments, claims, correspondence, refunds, denials, financial/charity applications, and/or payment plans
• Research payments, denials and/or accounts to determine short/over payments, contract discrepancies
• Makes appeals and corrections as necessary
• Works as a member of the patient financial services team to achieve goals in days and dollars of outstanding accounts
• Correcting incorrect registration and updating application and billing out the claim
• Responds to incoming calls and makes outbound calls as required

Patient Financial Services Representative – Ambulatory Billing and Claims

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices.
• Continually train and develop Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors meet compliance standards.
• Manage the queueing system to ensure students are assisted in the proper time frame.
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning.
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.

Assistant Director of Financial Planning

• Play a pivotal role in addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• Recruiting, training, and developing other financial representatives over time

Financial Representative

• Addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• The role can expand to include recruiting, training, and developing other financial representatives

• Design, build, and maintain complex, dynamic financial models that integrate operational, financial, and market drivers
• Develop driver-based and predictive models to improve forecast accuracy and strategic insight
• Build and maintain integration and synergy tracking models for acquired businesses
• Deliver executive-level reporting packages, synthesizing complex financial data into actionable insights
• Act as a trusted advisor to C-suite and senior operational leaders on financial and operational decisions
• Enhance FP&A tools and platforms to support advanced modeling and analytics (e.g. Adaptive)

Finance Manager

• Serve as a trusted advisor to the CFO and executive team, delivering data-driven insights that influence key decisions
• Lead financial strategy, aligning planning efforts with company growth and value creation goals
• Translate complex financial data into clear, actionable recommendations for leadership
• Own the end-to-end budgeting, forecasting, long-range planning processes, and monthly/quarterly reporting
• Develop and maintain driver-based financial models (revenue, gross margin, profitability, cash flow)
• Lead variance analysis and performance tracking , holding business partners accountable to targets
• Analyze resource utilization metrics (billable vs. non-billable) to optimize productivity and reduce revenue leakage
• Partner with Sales, Delivery, and Marketing to drive revenue growth and margin improvement
• Provide financial leadership for cost optimization initiatives, capital allocation, and M&A activities
• Build, scale, and lead a high-performing FP&A team
• Drive adoption of FP&A tools, automation, and advanced analytics
• Own preparation of financial presentations, Board decks, investor reporting, and lender materials

Director of Financial Planning & Analysis

• Responsible for the supporting various SAP environments including SAP S/4 Hana and SAP ECC.
• Collaborate with EIT, business units, team members and cross functional teams to identify requirements, identify deliverables, recommend solutions design, integration, testing, and deployment of SAP solutions.
• Validate SAP FICO configurations and test finance process in SAP related to accounts receivable, banking and cash management, and general ledger functions.
• Monitoring, reconciliation and troubleshooting interfaces and IDocs.
• Support finance and accounts receivable users on incoming payment, customer credit management, collection management, cash management, and invoice/billing processes.
• Responsible for overseeing and monitoring incoming bank/payment files, electronic bank statement process, and AR month end-close process.
• Test, validate and support finance users on systemic financial postings generated from SAP financial integration within order to cash process.
• Consistently implements, executes, and tests departmental Sarbanes-Oxley (SOX) compliance frameworks and financial reporting controls.
• Identify and help resolve design issues, recommended process design changes, and fixes root causes on repeated functional and system issues
• Creates and enhances training material for end-users.
• Supports teammates as the subject matter expert of SAP finance process specializing in the accounts receivable area.
• Excellent follow-through, result oriented, ability to meet deadlines, decision making, and multi-tasking skills.

Senior Advisor, Financial Systems

• Deliver financial analysis and reporting of actual and forecasted results, serving as a trusted partner to the business
• Collaborate across functions to provide insights, support decision-making, and lead complex analyses requiring sound judgment, creativity, and strong attention to detail
• Analyze and report on financial performance, including forecast drivers such as volume, EBITDA, and capital expenditures
• Perform variance analysis to explain differences between forecast, plan, and actual results
• Develop and maintain financial models to assess the impact of expansions, investments, and long-term commitments
• Communicate assumptions, risks, and financial implications of business decisions to stakeholders
• Partner across finance, accounting, and operational teams to ensure alignment on financial results and forecasts
• Support and coordinate annual planning and forecasting processes, including operating and capital plans
• Lead projects, conduct ad hoc analysis, and present insights to support business decisions
• Prepare executive-level materials that are accurate, timely, and actionable
• Identify opportunities to improve processes, reporting, and financial insight delivery

Senior Financial Analyst

• Obtain Securities Industry licenses
• Build and manage client relationships
• Deliver comprehensive financial advice
• Collaborate with banking and investment partners
• Progress through different stages of advisor development

Financial Solutions Advisor

• Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals
• Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis
• Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities
• Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements
• Apply government reimbursement rules (e.g., Medicare/Medicaid) and ensure compliance with GAAP, company policies, and regulatory requirements
• Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances
• Mentor accounting staff, provide financial systems training, and support professional development within the finance team
• Present complex financial information and recommendations to senior leadership; collaborate cross-functionally with internal departments and external stakeholders
• Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization

• Directs the reporting, analysis and interpretation of financial and operational data for senior management, including cost analysis, ROI, and line-of-business profitability analysis
• Refines operating metrics and KPIs and develops reporting infrastructure and cadence that drive actionable insights; communicates key findings to senior business leaders
• Develops and manages financial planning strategies, controls, comparisons, and recommendations supporting both short-term and long-term business objectives
• Leads the budgeting and forecasting process, coordinating with key stakeholders to ensure accuracy and alignment with business goals
• Supports high-level financial analysis for potential investments, product launches, mergers and acquisitions, and other strategic business opportunities

Associate Director, Finance

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
• Acquire, build and manage client relationships.
• Provide advice and solutions to help clients manage their financial needs.
• Work in a financial center to deliver banking and investment solutions.
• Collaborate with core banking and investment partners.

Financial Solutions Advisor – Registration Candidate

• Manages the analytics and risk assessment of a portfolio of existing Native American Financial Services (NAFS) relationships
• Compiles required due diligence information for existing and new client opportunities.
• Develops and maintains covenant and relevant compliance reporting processes.
• Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval.
• Maintains an active dialogue with the client's financial team regarding present financial conditions and forecast trends.
• Evaluates covenant compliance for each client and requests for waivers and amendments.
• Participates in communication with outside legal counsel (bank and client) on documentation development for credit and deposit products.
• Underwrites new credit requests for existing and prospective clients.

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

• Establish and oversee Student Financial Services protocols within the university
• Ensure the expeditious processing of student funding for UA Grantham students in a legally compliant and ethical manner
• Ensure accuracy and integrity of the student accounts receivable portfolio
• Monitor & maintain electronic data entry, retrieval & reconciliations
• Define team priorities, deliverables, timelines, and performance standards
• Ensure direct reports have well-defined responsibilities, documented procedures, and required resources
• Manage performance using metrics, clear expectations, and standardized policy application
• Provide training, tools, and clear processes while monitoring progress and adjusting resources as needed
• Oversee the administration of all student funding programs, including compliance audits/reviews
• Ensure compliance with federal, state, and accrediting agency regulations, as well as institutional policies pertaining to student enrollment, Federal Student Aid, Veterans Administration and Department of Defense eligibility
• Coordinate with the Controller to ensure proper disbursements and reconciliation of funds to students
• Collaborate effectively with other members of the university
• Maintain relationships and interact with outside agencies
• Continuously update skills and knowledge through required training
• Seek feedback and opportunities for growth to enhance expertise and effectiveness

Financial Planning and Analysis jobs in Oklahoma

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Financial Advisor

Financial Analyst

Finance and Insurance Executive – Direct Markets

Senior Associate, Accounting and Finance Consulting – Gaming and Hospitality

Financial Service Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Assistant Director of Financial Planning

Financial Representative

Financial Representative

Finance Manager

Director of Financial Planning & Analysis

Senior Advisor, Financial Systems

Senior Financial Analyst

Financial Solutions Advisor

Senior Financial Analyst

Associate Director, Finance

Financial Solutions Advisor – Registration Candidate

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

Associate Vice Chancellor – Student Financial Services