Financial Planning and Analysis

• 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

Associate Vice Chancellor – Student Financial Services

• Lead the monitoring, review, and interpretation of revenue and expense trends for Auris
• Communicate key financial insights, trends, and drivers to senior executives, operation teams and department leaders
• Serve as a strategic advisor and process lead in the annual budgeting, reforecasting, and financial outlook processes
• Prepare and present executive-level reports and dashboards with insightful commentary on actual vs. budget and reforecast performance
• Champion continuous improvement by enhancing financial models, processes, and stakeholder engagement strategies
• Own forecasting and reporting on all aspects of G&A expenses
• Drive monthly financial performance reviews, identifying key variances and long-term trends
• Fully own and drive division-level reporting, reforecasting, annual budgeting, and long-range strategic planning
• Partner closely with Controller and team to support all aspects of Month End Close
• Act as a trusted financial advisor to senior leaders
• Identify and implement enhancements in forecasting, reporting, and analytics tools.

Vice President, Financial Planning & Analysis

• Serve as a strategic resource across multiple client engagements, providing billable expertise in banking and finance operations
• Analyze complex financial processes, identifying opportunities for improvement, and implementing effective strategies to optimize performance
• Lead and support multiple client engagements in banking and finance operations
• Analyze and improve financial processes and operational workflows
• Present recommendations and solutions to executives and client teams
• Collaborate with cross-functional teams to ensure successful project outcomes
• Maintain high standards of professionalism and client service

Senior Financial Services Consultant

• Support day-to-day contract administration and operational activities.
• Maintain a strong understanding of contract requirements, staffing structure, deliverables, and customer support operations.
• Serve as the Deputy Program Manager and act as a secondary point of contact when the Program Manager is unavailable.
• Assist with onboarding, staffing changes, personnel tracking, and administrative coordination.
• Maintain familiarity with contract documentation, processes, reporting requirements, and operational workflows.
• Prepare and maintain Monthly Financial Reports (MFRs), funding trackers, burn rate analysis, and financial projections.
• Analyze contract financial data to support customer requests, leadership reporting, and program management decisions.
• Utilize Excel and other reporting tools to develop accurate financial models, forecasts, and trend analysis.
• Maintain familiarity with bill rates, labor categories, funding status, and contract financial data sources.
• Ensure all financial reporting is complete, accurate, and delivered on schedule.
• Manage recurring contract deliverables including status reports, financial reports, staffing updates, and customer action items.
• Coordinate with internal teams to gather required data and ensure deliverable accuracy.
• Respond to customer requests in a timely and professional manner.
• Review work products for quality and completeness prior to submission.
• Proactively identify issues, risks, or gaps and communicate them to leadership.
• Maintain close coordination with the Program Manager on all contract activities.
• Demonstrate ownership and accountability for assigned responsibilities.
• Participate in customer meetings, internal coordination calls, and leadership discussions.
• Provide clear, concise, and professional communication with both customers and internal stakeholders.
• Support continuous process improvement and operational efficiency initiatives.

Senior Financial Analyst

• Explain analyses to senior leadership that will influence their strategic decisions
• Create and determine return on investments for a project or product
• Navigate in Microsoft Excel and Microsoft PowerPoint to turn raw data into effective presentations or reports
• Collaborate with a diverse group of business partners across all of UMB’s footprint

• 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

• Lead a municipal advisory and financial management practice serving rural communities and public entities
• Oversee a portfolio representing more than $7 million in revenue
• Provide strategic leadership and technical expertise in areas such as audit readiness, budgeting, financial planning, internal controls, and outsourced finance support
• Strengthen community fiscal sustainability and compliance
• Guide project teams and support the growth and scalability of the organization’s financial services practice
• Manage a $1M portfolio of fee-for-service contracts, ensuring high-quality client service, compliance, client satisfaction, and financial performance
• Support growth of the financial services practice through business development, client engagement, proposal development, pricing, and service expansion
• Provide technical financial assistance including audit preparation, financial statement support, general ledger review, reconciliations, and corrective action planning
• Advise clients on grant compliance, financial management best practices, internal controls, accounting system improvements, and regulatory reporting requirements
• Provide functional leadership and collaborate with cross-functional teams to deliver financial advisory services, support strategic initiatives, and advance organizational goals.

Director, Community Financial Services

• Manage, develop, and motivate a geographically diverse team to execute financial analysis processes to inform business decisions while meeting operational goals
• Build relationships with stakeholders
• Drive process improvements
• Provide oversight and coaching on technical approaches
• Ensure effective communication and collaboration within the finance team and with business partners
• Perform and analyze Estimates at Completion, budget baselining development, financial forecasting and risk management analysis
• Develop and execute project and process plans, implements policies and procedures and sets operational goals
• Acquire resources for projects and lead process improvements

Financial Analyst Manager

• Lead the annual budgeting, monthly forecasting, and long-range strategic planning processes, coordinating with Executive Leadership, program leaders, practice leaders, and department heads to ensure alignment with the firm's strategic objectives
• Develop and manage comprehensive financial models for forecasting revenues, expenses, resource capacity, cash, investments, and profitability, particularly focusing on driver-based models relevant to professional services (e.g., headcount, contracts, projects, utilization, bill rates)
• Provide insightful financial due diligence and analysis for potential strategic investments, capital expenditures, and major initiatives
• Oversee the preparation of detailed, timely, and insightful monthly and periodic financial reports for the Leadership Team and Program Management
• Monitor performance against the annual budget, forecasts and key operational metrics, identifying trends, opportunities, and risks
• Analyze key professional services metrics, including utilization, unit economics, margins by program/project/client/practice area, and backlog, providing strategic recommendations for margin improvement and efficiency
• Act as a trusted financial advisor to program and practice leaders, helping them manage their P&Ls, understand their cost drivers, and make data-driven decisions on pricing, staffing, and investments
• Oversee the end-to-end monthly contract invoicing process, ensuring accuracy, compliance with client contracts, timely submission of invoices to clients, and close collaboration with Program and Operations
• Work with the Accounting team to ensure billing practices align with GAAP regarding revenue recognition for fixed-fee, time-and-materials, and other types of contracts
• Analyze invoicing trends, monitor the aging of receivables, and provide timely financial information to support collections efforts and minimize Days Sales Outstanding
• Lead the company pricing function in partnership with Business Development, Delivery, and company leadership, ensuring competitive pricing approaches, reliable models, and flexible tools are in place to drive growth while maintaining strict adherence to firm-wide financial goals
• Collaborate with Growth and Delivery Teams to ensure that resource estimates, price targets, and supporting models are grounded in operational reality and historical performance
• Establish feedback loops and regular communication with Growth, Delivery, and other leaders are in place to provide data-driven insights that continuously improve pricing strategies and tools
• Partner with the CFO, other C-level executives, and key leaders on firm-wide strategic and operational initiatives
• Lead, mentor, and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement
• Streamline and improve existing reporting and planning processes so all leaders can easily access the financial information they need to perform their roles, leveraging financial systems and business intelligence tools for efficiency and enhanced analytics

Director of Financial Planning – Analysis

• 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

• Responsible for determining the patient financial component for patient services.
• Estimates, communicates and collects the patient financial responsibility and provides patient financial counseling.
• Assists patients in understanding their insurance benefits including their co-payment, deductible and co-insurance responsibility.
• Educates patient regarding financial assistance programs when appropriate.
• Obtains patient demographic information and requests financial responsibility from the patient.
• Verifies all commercial insurance coverage, workers compensation insurance, TPL insurance and state and government programs.
• Documents and resolves patient concerns or inquiries that are received via telephone, mail or walk-in within an established time frame.

Patient Financial Services Representative I

• As Director, Strategic Finance, you will build and lead Slingshot’s financial planning and analysis function for the Engineering org.
• You’ll translate complex financial data into actionable insights, guide critical business decisions, and help scale the financial infrastructure needed to support rapid growth and capital strategy.
• This role sits at the intersection of strategy, operations, and finance—driving long-range planning, optimizing resource allocation, and supporting fundraising and investor engagement.
• Deliver clear, data-driven insights through executive dashboards, KPIs, and performance reporting.
• Prepare materials for Board of Directors and investors, including variance analysis and forward-looking projections.
• Act as a trusted advisor to leaders across Engineering.
• Build and maintain complex financial models to support scenario planning, M&amp;A, and fundraising.
• Own and optimize FP&amp;A tools and systems (e.g., NetSuite Planning &amp; Budgeting, Adaptive Planning).

Director, Strategic Finance

• * Reviews, evaluates and works with HIM and other applicable departments to resolve questions related to medical codes, modifiers, and/or other elements present or missing on the claim.
• * Assists with receipt of correspondence related to EOBs, payer notices and payer audits/record reviews.
• * Analyzes payment rates and claim processing by third party payers and governmental agencies for accuracy during the claim monitoring process and ensures timely follow-up to recover any underpayment.
• * Provides feedback to management on revenue opportunities and payer standards.
• * Responsible for importing, processing and reconciling of payment files, claim processing, collection of insurance or patient balances, physician charge entry
• * Maintain and manipulate multiple files or work lists as assigned.
• * Communicates directly with Payers to follow-up on outstanding claims to resolve payment variances and achieve timely reimbursement.
• * Provides payers with specific reasons for suspected underpayments and analyzes reasons given by payers for non-payment
• * Updates and maintains accurate information on each account with action plan for next steps to resolve
• * Effectively handles all communications, including telephone and email from payers and departments within the health system.
• * Participates and recommends areas where performance improvement to processes around third party and government collections are warranted. * Understands and maintains compliance with HIPAA guidelines when handling patient information.
• * Maintains thorough knowledge of federal and state regulations as, well as specific payer requirements, explanations of benefits and contract language, in order to identify and report billing compliance issues and payer discrepancies.
• * Assists hospital and/or physician patients who come to the patient accounting office during business hours.

Patient Accounting Specialist – Financial Assistance

• Responsible for collecting, recording and reviewing all documentation required by CMS for submission in several key areas: Organ Acquisition, Bad Debts and DSH
• Responsible for collecting, recording, reviewing, and reconciling all Physician Time Studies
• Actively participate in and contribute to ad hoc revenue analysis projects
• Preparation and submission of accurate and timely Medicare and other third-party cost reports in compliance with CMS regulations
• Manages and coordinates Medicare cost report audits including wage index, EHR and other special audits including review of proposed audit adjustments
• Assists with the identification of Medicare issues that should be appealed or reopened
• Reviews the reasonableness and accuracy of interim reimbursement rates and special payments from Medicare and third-party payors and follow up with the MAC as appropriate
• Prepares monthly contractual allowances for Medicare and Medicaid
• Prepares monthly cost report reserves schedules
• Prepares and submits annual Medicaid DSH surveys and participates in the annual Medicaid DSH audits and year end Cost Report filings
• Monitors proposed and final changes in Medicare regulations and reimbursement and provide updated schedules for the reimbursement department

Senior Reimbursement Specialist – Financial Reporting

• 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.

See all jobs on JobTailor

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

Vice President, Financial Planning & Analysis

Senior Financial Services Consultant

Senior Financial Analyst

Senior Financial Analyst

Financial Analyst, FP&A

Strategic Financial Lead – Fractional or Retired CFO

Director, Community Financial Services

Financial Analyst Manager

Director of Financial Planning – Analysis

Fractional CFO – Systems & Strategy Lead

FP&A Intern

Patient Financial Services Representative I

Director, Strategic Finance

Patient Accounting Specialist – Financial Assistance

Senior Reimbursement Specialist – Financial Reporting

Financial Aid Specialist