Financial Planning and Analysis

• Lead process to prepare financial forecasts in partnerships with leaders across the company
• Support annual operating plan cycle including target setting, guideline creation, managing calendar and milestones and producing presentations for senior leadership and board of managers
• Collaborate with leadership team to provide analytical rigor and evaluate strategic initiatives
• Partner closely with Fuze Rx’s Operations teams across Care, Fulfillment, and Delivery to proactively seek opportunities to drive operational excellence and optimize conversion costs
• Partner with all members of the senior management team and other company leadership on assessing and analyzing critical business decisions
• Build outstanding and effective relationships with cross-functional team
• Support the development and monitoring of KPIs tied to strategic goals, as well as evaluation of team performance against these metrics
• Strict adherence to the Company’s corporate policies and all regulatory requirements

Senior FP&A Analyst – Commercial

• Perform financial analysis of fiscal activities for the development and ongoing monitoring of the budget
• Participate in developing program definitions, goals and performance measures
• Coordinate strategic planning activities with departmental staff in conjunction with elected officials’ goals, priorities and policies
• Coordinate all aspects of budget development within a department and between the division and programs
• Meet with department senior managers and staff to compile and analyze documentation regarding revenue, spending levels or staffing requirements
• Participate in identifying programs’ current service levels
• Develop and maintain databases, spreadsheets and related management systems for budget development and administration
• Perform financial forecasting and prepare budget-related projections
• Perform cost control and containment analysis
• Monitor program delivery, expenditure and revenue reports
• Conduct research related to departmental, divisional and program budget and finance matters
• Perform financial analysis and make recommendations
• Develop forms and systems
• Assist in identifying financial system problems
• Prepare and present complex reports and analyses
• Provide information and training on financial management, planning, budgets, expenditures and revenue forecasting
• Developing and preparing budget documents, justifications and reports
• Developing budgetary procedures, policies and instructions
• Analyzing and making recommendations on financial or management issues
• Gathering, analyzing, verifying and consolidating information and statistical data needed in execution and presentation
• Researching, planning, forecasting, compiling, and summarizing data concerning personnel salaries and expenses and line-item information needed for execution
• Reviewing historical financial data and trends to prepare and validate budget estimates for programs
• Identifying and resolving a variety of financial and/or budget-related policy issues, questions and problems related to an organization’s mission
• Entering relevant data from a variety of sources into forms, reports, and financial system
• Processing and analyzing financial data using IT systems
• Explaining and providing guidance to management and co-workers to ensure compliance with laws, regulations, policies and standards
• Making budgetary recommendations to management based on analysis and assessments of data, program assumptions, and realism of estimates
• Perform a wide variety of analytical duties connected with the review, analysis, and recommendation of the agency's budget
• Project and analyze the potential effects of budgetary actions on program viability and the attainment of program objectives
• Assess and report on the amount and timing of allotments of funds to agency components and programs
• Analyze financial and budgetary relationships to develop recommendations for financial and/or budget actions
• Monitor budgets with different sources and types of funding such as direct annual and multiyear discretionary appropriations, permanent indefinite mandatory authority, and transfers from other agencies
• Identify and analyze trends in the receipt, allocation, obligation, and expenditure of funds to ensure the annual financial plan is met on a timely basis, and funds are available and used effectively to support program objectives
• Tasks related to budgets, finance, or similar as required

Budget Analyst

• This position provides Medicaid enrollment support and financial assistance services for community-based individuals.
• Screen and assist with all steps of the Medicaid and Charity Care/Other Assistance Programs enrollment process.
• Make/take phone calls related to the Medicaid and Charity Process to both patients and Medicaid state representatives.
• Gather, verify, evaluate, and enter necessary social, financial, and medical information into various forms/applications.
• Collaborate with on-site leadership and financial counselors to ensure timely submission of Medicaid or Charity applications based off program guidelines.
• Maintain proper certification and training on federal and state level (if required).
• Maintain a knowledge base of the current Medicaid/Charity/Other Assistance Programs within the state and keep up to date with ongoing changes to any policies and procedures – Federal, State, Organization.
• Meet or exceed daily standards for performance, accuracy, customer service, and quality.
• Performs other duties as assigned.

Financial Assistance Specialist

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Manager, Commercial Finance

• Supporting monthly, quarterly, and annual financial reporting for leadership, the board, and investors—from raw data pulls to polished presentations
• Contributing to ad-hoc strategic analyses cross-functionally (e.g., paid acquisition performance, product launch business cases, international market analysis, etc.)
• Maintaining detailed financial models to support budgeting and planning, and performing budget variance analysis at a monthly cadence
• Building and maintaining performance reporting and KPI dashboards for various departments using SQL and Looker
• Supporting inbound diligence requests and other ad hoc strategic projects as needed

Strategic Finance Analyst

• Support local ministry/entity leadership teams
• Serve on local leadership committees as assigned
• Responsible for financial analysis and modeling to evaluate new programs
• Propose recommendations for achieving financial goals and budgetary targets
• Provide financial analysis for strategic planning, budgeting, and forecasting
• Develop analytical reports to enhance process improvements and increase efficiencies
• Resource for clinical service line leaders
• Development of financial plans and budgets
• Support month-end review of financial statements and other assistance as required
• Supervise appropriate finance staff

Senior Manager, Finance

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

Financial Solutions Advisor

• Conduct onsite branch inspections to evaluate supervisory systems, branch signage, records, and adherence to firm policies and regulatory requirements.
• Provide compliance training to branch staff and business partners to reinforce policies and regulatory obligations.
• Draft, review, and update compliance policies and procedures to reflect regulatory changes and best practices.
• Review and approve advertising and marketing materials in accordance with FINRA Rule 2210 and firm policies and procedures.
• Offer guidance and compliance advice to business partners on day-to-day issues and emerging risks.
• Assist in investigating potential fraud, financial exploitation, and elder abuse claims, ensuring timely escalation and resolution.
• Participate in special projects, targeted reviews, and other initiatives to strengthen the firm’s compliance program.
• Collaborate with Supervision, Sales, and other control functions to maintain a strong compliance culture.

Regional Compliance Officer – Key Investment Services

• 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

• Support company-wide financial planning process; long term strategy, annual budgeting, monthly forecasting, and reconciliation of variances to actual results
• Develop trusted relationships with a broad base of key stakeholders and business partners as a key point of contact for Finance
• Drive business unit and functional level financial forecasts that accurately predict business performance in order to manage towards desired outcomes
• Contribute to the development and evolution of FP&A processes, systems, and reporting; improving visibility and accountability towards increasing operating leverage for the business
• Support strategic short and long-term business decisions through financial modeling and analysis of investment opportunities
• Strong interpersonal and communication skills

FP&A Manager

• Ensure accuracy, completeness, transparency, and timeliness of monthly actuals, forecasts, and full-year planning
• Support the monthly close process, including analysis of financial results versus plan
• Drive forward-looking forecasting by linking financial outcomes to underlying business drivers and assumptions
• Consolidate and coordinate inputs across the organization to create a complete view of Business Unit performance
• Align and support messaging for variance analysis
• Validate and analyze financial data, including Revenue, Cost of Sales, and Margin
• Translate financial results into clear, actionable insights highlighting risks, opportunities, and recommended actions
• Perform scenario analysis and support decision-making through forward-looking, driver-based insights
• Partner with business and functional leaders to shape priorities, evaluate trade-offs, and support decision-making
• Challenge assumptions and drive accountability for performance outcomes across functions
• Collaborate closely with Business Unit Controllers, affiliates, Accounting, and IT to ensure data accuracy and alignment
• Ensure data integrity across systems including Data Warehouse, Tagetik, and Cognos
• Act as SAP CO-PA super user, monitoring transaction postings and ensuring accuracy
• Drive adoption of automation, analytics, and AI to enhance reporting and decision support.

Financial Planning and Analysis Specialist III

• Own the strategy and rollout plan for financing programs delivered through external lenders/tax equity partners
• Identify and assess banks, specialty lenders, tax equity investors, and platform providers
• Define the program requirements we bring to partners and translate partner offerings into clear internal sellable programs
• Own unit economics and pricing recommendations in partnership with Finance
• Identify, analyze and execute strategic transactions to grow the residential business
• Coordinate training and enablement for Sales, Operations, and installer partners
• Work with Legal/Compliance to ensure partner offerings align with applicable consumer finance requirements
• Lead the internal governance process for new financing partners/programs
• Lead end-to-end rollout of partner financing programs
• Serve as day-to-day business owner for key financing relationships
• Build and mentor a small, high-impact team

Director, Financial Products

• Partner with executive leadership to develop and execute financial strategies that support growth and operational goals
• Lead budgeting, forecasting, long-range planning, financial modeling, and scenario analysis
• Develop and improve key performance indicators (KPIs) to provide visibility into financial and operational performance
• Translate financial data into actionable insights that guide business decisions
• Drive improvements in forecasting accuracy, reporting capabilities, and strategic planning processes
• Oversee accounting, reporting, treasury, tax, cash management, and financial analysis functions
• Ensure accurate and timely financial reporting in accordance with GAAP standards
• Manage financial processes that support efficiency, scalability, and business growth
• Oversee financial statements, cash flow reporting, and performance analysis
• Identify opportunities to improve processes, controls, and operational effectiveness
• Support evaluation of strategic growth opportunities, including acquisitions, investments, and expansion initiatives
• Lead financial analysis, due diligence, modeling, and integration planning for potential transactions
• Partner with leadership on capital allocation decisions and investment strategies
• Manage relationships with financial partners, lenders, and external stakeholders
• Identify financial and operational risks and implement mitigation strategies
• Ensure compliance with financial regulations, audit requirements, and reporting standards
• Manage relationships with external auditors and financial institutions
• Build and lead a high-performing finance organization focused on accountability, collaboration, and continuous improvement
• Establish clear goals, expectations, and development opportunities for finance team members
• Foster strong cross-functional partnerships across the organization
• Oversee financial systems, reporting tools, and technology initiatives
• Identify opportunities to leverage automation, analytics, and emerging technologies to improve efficiency
• Support enhancements to financial systems, reporting capabilities, and data-driven decision-making

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams
• Build and manage client relationships
• Provide comprehensive financial advice and solutions
• Collaborate with banking and investment partners
• Deliver client reviews and presentations with confidence

• Manage the end-to-end lifecycle of equipment at lease maturity, including customer buyouts, returns, and remarketing activities
• Coordinate equipment repossession efforts, including assignment, logistics, and final disposition of assets
• Partner with internal teams, including Loss Mitigation, to ensure timely and compliant execution of repossession and recovery processes
• Work directly with customers and vendors to negotiate purchase option pricing and facilitate equipment returns and logistics
• Conduct research and analysis of equipment values to support pricing and disposition decisions
• Review and interpret lease agreements and contract documentation to guide decision-making and ensure compliance
• Navigate and execute work within regulated and process-driven environments, ensuring all required documentation and control steps are followed
• Build and maintain strong working relationships across internal teams and external partners
• Utilize multiple internal systems to track activity, document progress, and manage workflow

End of Lease Analyst – Equipment Finance

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66
• Build and manage client relationships
• Guide clients with advice and solutions to help them live their best financial lives
• Deliver Bank of America’s core banking, investment solutions, and client care
• Participate in training and development programs

Financial Solutions Advisor – Registration Candidate

• 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

• Own forecasting, budgeting, and long-range planning — build and maintain the financial models that drive the annual budget, quarterly and monthly forecasts, and multi-year strategic plans.
• Run the planning cycles end to end — partner with department heads to build plans that are both realistic and ambitious, and hold the process together as the single owner of FP&A.
• Turn results into insight — analyze actuals against budget and forecast, explain the variances, and translate what happened into what we should do next.
• Define and track the metrics that matter — develop KPIs and build clear, trustworthy dashboards and reporting that tell leadership the truth about performance quickly.
• Be a true business partner — embed with Sales, Marketing, Product, Engineering, and Operations to support strategic initiatives with financial analysis and a point of view.
• Inform the big decisions — prepare board-quality analysis and presentations for the executive team on financial performance, unit economics, and key business drivers.
• Support strategic and ad-hoc work — model scenarios for fundraising, new product launches, pricing, and market expansion.
• Raise the bar on how finance operates — drive process improvements across the FP&A function to make it faster, more accurate, and more scalable.

Strategic Finance Lead

• Partner with the Commercial finance planning teams to facilitate continuous improvement efforts towards the planning, forecasting and long-range plan.
• Partner with project team and supervise consultants with commercial requirements gathering, technical design, development, User acceptance testing, and cutover of an enterprise planning solution.
• Take responsibility of root cause analysis and process improvement.
• Design, develop and troubleshoot load rules, Business Rules, and Calculation Scripts.
• Continuously and proactively improve the environment to enrich experience by contributing to training documentation and support for end users.
• Develop, maintain, and improve documentation on key business processes and procedures in compliance with Internal control policies.
• Promote and develop automation of processes with current and future application flows.
• Send downstream system monthly corporate adjustment files for tie to final monthly, quarterly consolidation.
• Facilitate integration of SAP SAC planning, including sourcing actuals, reconciling and data analytics.
• Partner with BTS to install technical patches, upgrades, and system/application migrations.
• Responsible for Leadership communication and updating to Steering committee on monthly basis.
• Act as the SAC subject matter expert for the entire organization by recommending and seeking out fellow SAC SMEs for common resolutions and best-practice recommendations across the enterprise.

Senior Manager, Finance Planning Systems – SAC

• 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 Planning and Analysis jobs in Oregon

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Senior FP&A Analyst – Commercial

Budget Analyst

Financial Assistance Specialist

Manager, Commercial Finance

Strategic Finance Analyst

Senior Manager, Finance

Financial Solutions Advisor

Regional Compliance Officer – Key Investment Services

Financial Analyst

FP&A Manager

Financial Planning and Analysis Specialist III

Director, Financial Products

CFO

Financial Solutions Advisor

End of Lease Analyst – Equipment Finance

Financial Solutions Advisor – Registration Candidate

Patient Financial Services Representative – Ambulatory Billing and Claims

Strategic Finance Lead

Senior Manager, Finance Planning Systems – SAC

Financial Representative