Financial Planning and Analysis

• Lead portfolio strategy and procurement execution for Capital Investments and Manufacturing Real Estate & Facility Services (MREF), including automation systems, manufacturing equipment, facility construction projects, and infrastructure investments.
• Acts as a critical interface between Manufacturing and Supply Chain Engineering, Facilities, and Global Procurement.
• Partner with Manufacturing and Supply Chain Engineering, Facilities, Operations, and Global Procurement stakeholders to align sourcing strategies with business, facility, and infrastructure requirements.
• Develop and implement sourcing and portfolio strategies for Capital Investments and MREF in alignment with Resmed's operational and strategic objectives.
• Negotiate complex commercial agreements and manage strategic supplier relationships to optimize quality, service, delivery, and cost performance.

Senior Manager, Portfolio Management – Capital Investments, MREF

• Support the Capital Equipment Group (CEG) within Equipment Finance for complex, high-value equipment finance transactions
• Prepare, review, and process lease documentation that supports customer-direct financing transactions
• Organize and maintain transaction files received from leasing associates
• Prepare and populate standardized lease and financing document templates using transaction-specific details
• Review legal and organizational documents for accuracy
• Coordinate with third-party vendors for lien searches and obtaining certificates
• Convert finalized documentation into PDF format and distribute to leasing associates for execution
• Create and manage shipping labels and documentation delivery as needed
• Support quality control through adherence to established processes
• Manage multiple transactions simultaneously while meeting accuracy and compliance expectations

Senior Leasing Specialist – Capital Equipment Group, Equipment Finance

• Implement national recruiting strategy
• Recruit high quality experienced advisors for Ameriprise Financial to the branch location
• Actively generate leads into local area pipeline and manage the end-to-end candidate experience
• Develop branch’s unique value proposition and articulate to candidates
• Execute on onboarding and ramp-up plans that drives growth
• Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience
• Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more
• Lead the branch with integrity
• Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance
• Anticipates, manages, and resolves risk items to ensure the interests of the client
• Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development
• Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience
• Lead from the front and be a role model for others in how you serve your clients and run your practice

Branch Manager – Pacific Northwest

• Develops and facilitates financial management programs that draw the link between financial, operational and business strategy to drive measurable results
• Partners with the business to implement key processes and tools that ensure transparency, collaboration and discipline in decision-making and monitors effectiveness through the tracking of key measures
• Effectively advises and influences the business on a wide variety of business issues and leads positive change internally
• Conceptualizes solutions and develops alternatives to complex problems with a broad perspective applied to decision making
• Highly sought-after by the business to provide depth and breadth of consultation
• Experience analyzing and influencing outcomes of operational efficiency initiatives (i.e. benchmarking, Lean, structured problem solving, etc.)
• Develops complex financial models and analysis using advanced analytical techniques and financial systems
• Articulates complex and/or complicated issues with a high level of skill, including the ability to extract and articulate key business issues in a manner that is meaningful to the audience
• Mentors junior analysts and helps educate leadership and management on strategic Finance topics such as cost-benefit, return on investment, resource analysis, cost competitiveness

Senior Strategic Financial Analyst

• Provide specialized financial management services including accounting, budgeting, reporting and private award administration
• Administer and maintain finance/accounting activities in accordance with TNC policies, procedures and best practices
• Respond to moderately complex employee/management questions and problems based on advanced knowledge of their subject area
• Coordinate multiple projects and deliverable outcomes on a timely basis
• Prepare and monitor budgets, financial reports and communicate financial information to project staff
• Prepare journal entries and other financial transactions
• Maintain BU financial data, including journal entries, adjustments, and project records
• Research transactions, prepare ad hoc reports, and identify follow-up actions as needed
• Handle financial reporting and administration of private awards
• Ensure programmatic commitments, TNC policies and procedures, financial standards and legal requirements are met and managed for compliance

Finance Specialist

• Involved in investment selection, due diligence, and monitoring of hedge fund managers
• Identify new hedge fund managers and investment strategies through networking
• Perform qualitative and quantitative analysis on prospective funds
• Actively monitor existing hedge fund managers
• Assist with client portfolios and participate in client meetings
• Work with internal partners to build hedge fund platform

Investment Research Specialist III

• Provide demand requirements into mid and long-term business plans
• Analyze, recommend and report demand data
• Forecast demand, identify trends including market trends and customer behavior
• Develop strategies to meet demand
• Drive overall Evergreen LRP process and identify risks and opportunities
• Run demand solves for mid-term backend requirements and scenarios
• Integrate and rationalize signals, ensure high level of data quality

Strategic Planning Demand Analyst

• Own and lead the end-to-end accounting function: close, GL, reconciliations, technical accounting, and GAAP financial reporting.
• Lead and scale the accounting team (currently: Controller, Accounting Manager, and two Staff Accountants).
• Drive a fast, repeatable, and audit-ready monthly close process with strong documentation and controls.
• Own Tapcheck’s relationship with our Big Four auditor, including audit planning, deliverables, and execution.
• Build the finance foundation for future SOX readiness and SOC 1 efforts.
• Own FP&A including budgeting, forecasting, long-range planning, KPI reporting, and executive financial packages.
• Own treasury operations including liquidity planning, cash forecasting, and banking relationships.
• Own debt / capital markets activities including lender reporting, covenant compliance, and capital strategy.
• Own tax strategy and compliance, managing external partners and ensuring proactive, accurate execution.
• Improve finance systems, workflows, and automation to support scale (Workday experience strongly preferred).
• Partner cross-functionally to ensure financial rigor, operational alignment, and high-quality reporting.
• Establish the governance, reporting, and operational discipline required for IPO readiness (even if not immediate).

VP, Finance – Accounting

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning.
• Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights.
• Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way.
• Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking.
• Develop and maintain financial models that support strategic initiatives and operational planning.
• Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights.
• Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation.
• Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment.
• Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

FP&A Manager

• 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 - reconciling forecasts and flagging areas of risk and opportunity 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
• Provide reliable coverage on all recurring deliverables during high-volume periods
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership.

Senior Commercial Finance Manager – Contract

• Drive consistent industry and product level topline reporting, forecasting, root cause analytics to support timely performance insights and decision making
• Drive product and platform financials and insights for QBRs
• Design and maintain a consistent portfolio approach to optimize our allocation of product investments
• Develop and provide consistent unit economics reporting and insights by industry and product
• Develop and align on allocation principles and methodologies
• Work with peer and technology teams to evolve data availability and reporting
• Establish and evolve pricing and packaging analysis playbooks to support pricing and promotion decisions
• Ensure access to relevant cost and topline data
• Share findings with executives and influence decision making
• Develop process and templates supporting Autodesk’s financial long-range and annual planning by industry and product
• Mange the product and platform finance calendar
• Evolve the product hierarchy for internal and external reporting addressing both internal needs and investor expectations
• Drive automation of all repeatable product and platform finance processes
• Contribute to the Board and CEO-Staff materials for the key milestones of our strategic and annual planning process
• Develop playbooks for the product and platform finance teams to conduct financial modeling and evaluation of potential deals
• Centralize, standardize and automate headcount and spend processes
• Design organizational structure, capacity and capabilities needed
• Attract, retain and develop a team of top performing finance professionals

Director, Product & Platform Central Finance

• Lead finance workstreams across the full M&A lifecycle, including diligence, deal planning, close readiness, Day 1 execution, and post-close integration
• Partner with finance sub-functions and cross-functional M&A stakeholders to assess risks and opportunities
• Lead finance diligence activities including analysis of historical and projected financial performance
• Review transaction materials and agreements to provide finance input on deal structure and risks
• Synthesize diligence findings into clear recommendations for leadership
• Analyze and negotiate key transaction and closing considerations
• Coordinate pre-close planning across core finance functions
• Develop and execute finance integration plans
• Support closing and post-close execution activities
• Track integration progress and escalate issues as needed

Senior M&A Finance Manager

• Connect and structure data from multiple sources so it can be used reliably for analysis, automation, and decision support.
• Analyze revenue, pricing, and financial data to help teams make better business decisions.
• Own key deliverables such as pricing and mix analysis to support weekly revenue updates and quarterly revenue sale plan development.
• Evaluate customer pricing and mix trends to support revenue planning and margin evaluation.
• Build AI-enabled solutions that reduce manual work and improve recurring finance processes.
• Develop decision support models that help leaders evaluate scenarios, tradeoffs, and outcomes.
• Use modern AI tools and workflow approaches, including prompt-based and agent-based methods, where they improve insight or execution.
• Partner with finance, business, and technical teams to turn real problems into working solutions.
• Test, refine, and improve solutions as tools and capabilities evolve.
• Apply sound judgment around data quality, responsible AI use, and good finance practices.

AI Solutions Financial Analyst

• Lead financial strategy, planning, and forecasting for clients
• Develop and maintain budgets and a 13-week rolling cash flow
• Deliver timely, monthly financial reporting and executive insights
• Serve as a trusted partner to clients through periods of stabilization, growth, and transition
• Partner with client leadership on growth initiatives, operational efficiency, and risk management
• Provide proactive insight by identifying risks, opportunities, and compliance considerations to support client growth
• Monitor client engagement health and identify opportunities for additional support, resources, or services as appropriate
• Collaborate cross-functionally to ensure timely, high-quality client support.

CFO – Financial Solutions

• Support financial and operational audit engagements, including planning, testing, and documentation
• Assist in evaluating the design and operating effectiveness of internal controls over financial processes
• Analyze financial data to identify trends, anomalies, and potential risk areas
• Document business processes and contribute to clear, management-facing audit reports
• Support advisory projects focused on process improvement and control enhancement

Internal Audit Intern – Accounting, Finance

• Provide analytical support regarding the team's financial performance
• Analyze, understand and report on key financial and business trends for the organization
• Collect, research and organize financial and operational data
• Create and report monthly financials, variances and trending analyses

Senior Financial Analyst

• Serve as a primary point of contact for assigned clients and transactions.
• Manage multiple transactions concurrently, often at different stages of completion.
• Review incoming requests for clarity, completeness, and alignment with approvals.
• Track and communicate transaction progress from initiation through documentation, booking, and funding.
• Communicate directly with external customers to obtain required information, clarify documentation requirements, and address questions throughout the transaction lifecycle.
• Partner with internal stakeholders - including sales, credit, asset management, documentation, and booking teams - to advance transactions.
• Maintain clear, professional, and timely communication while balancing competing priorities.
• Respond to inbound inquiries that may fall outside of standard work queues, including ad hoc customer or partner requests.
• Ensure all components of a transaction align with internal policies, risk standards, and approvals.
• Advance transactions through internal systems once documentation and conditions are satisfied.
• Apply judgment to transactions that fall outside of standard scenarios due to customer complexity or unique deal structures.
• Leverage foundational equipment finance knowledge to evaluate options and determine appropriate next steps when exceptions arise.
• Identify potential risks and issues early, and partner with leadership or stakeholders to mitigate them.
• Navigate ambiguity effectively, recognizing that not all situations have predefined solutions.
• Maintain accurate tracking of multiple active transactions and their outstanding requirements.
• Prioritize work based on urgency, transaction stage, and customer impact.
• Adjust focus as priorities shift throughout the day or month.
• Provide support to teammates outside primary responsibilities as workloads shift across functions.
• Participate in cross-training activities to build coverage and operational flexibility.
• Engage with peers and leadership to share knowledge and best practices.
• Proactively raise questions or concerns to prevent negative downstream impacts.

Leasing Specialist – Equipment Finance

• Serve as the primary financial partner for manufacturing operations
• Take ownership of the plant’s financial integrity
• Oversee the standard costing system
• Perform deep-dive analysis on weekly/monthly production variances
• Deliver accurate and timely financial reporting
• Lead monthly inventory reconciliation processes
• Manage the manufacturing close process including accruals and reconciliations
• Partner closely with Plant Directors to develop annual budgets and forecasts.

• Support execution of the LRP and financial planning processes by maintaining high-quality data inputs
• Perform data validations and reconciliations
• Build and enhance control checks
• Analyze disconnects across source data and assumptions
• Develop reports, trackers, and performance metrics
• Collaborate with Finance, Operations, and cross-functional stakeholders
• Contribute to automation and continuous improvement initiatives

Central Financial Analyst

• Analyze revenue, pricing, and financial data to help teams make better business decisions
• Evaluate customer pricing and mix trends to support revenue planning and margin evaluation
• Execute and organize major finance processes across finance and operations, including forecast and close quarterly cycles
• Partner on AI-enabled solutions that reduce manual work and improve recurring finance processes
• Collaborate cross-functionally with finance and operations teams to ensure process efficiency and accuracy
• Drive automation initiatives and leverage AI technologies to enhance modeling capabilities and generate actionable business insights
• Maintain process organization to ensure timely completion of all financial cycles and deliverables
• Identify opportunities for process improvement and enhanced analytical capabilities

See all jobs on JobTailor

Senior Manager, Portfolio Management – Capital Investments, MREF

Senior Leasing Specialist – Capital Equipment Group, Equipment Finance

Branch Manager – Pacific Northwest

Senior Strategic Financial Analyst

Finance Specialist

Investment Research Specialist III

Strategic Planning Demand Analyst

VP, Finance – Accounting

FP&A Manager

Senior Commercial Finance Manager – Contract

Director, Product & Platform Central Finance

Senior M&A Finance Manager

AI Solutions Financial Analyst

CFO – Financial Solutions

Internal Audit Intern – Accounting, Finance

Senior Financial Analyst

Leasing Specialist – Equipment Finance

Senior Financial Analyst

Central Financial Analyst

Revenue Financial Analyst