Financial Planning and Analysis

• Drive External Strategic Planning: Develop and refine long-term strategies, set priorities, and establish key performance indicators to measure progress for key external events responsible for significant, measurable value creation.
• Strategy Enablement: Own major external initiatives (eg. Patient Advisory Board) that serves as a critical input and enablement vehicle for cross-divisional strategy.
• Stakeholder Engagement: Own governance process and operating model to collaborate with senior leaders, functional teams, and external partners to drive buy-in and support for external strategy enablement.
• Team Leadership: Lead dynamic team in highly complex environment, fostering a culture of collaboration, accountability, and high performance.
• Change Management: Champion change management efforts, including communication planning, training, and stakeholder readiness.
• Performance Tracking: Monitor workstream progress, identify risks, and implement corrective actions to keep projects on track.
• Reporting: Prepare and present regular updates to executive leadership, highlighting achievements, challenges, and recommendations.

Senior Director, Strategic Planning

• 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
• Monitors financial plans and recommends changes as needed
• Leads the branch team on actions to achieve investment results

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

• Participate in projects focused on analyzing and improving business and financial performance. The primary objective is to identify opportunities that enhance business unit performance and increase shareholder value.
• Provide financial consulting support to business units in achieving their strategic and operational goals.
• Assist with forecasting and planning activities on a monthly, quarterly, and annual basis at the business unit level.
• Support the development and execution of RICOH’s strategic initiatives and operating plans.
• Identify opportunities to improve accounting and finance processes, as well as data quality, through ongoing analysis. Lead improvement initiatives or serve as a consultant to other teams responsible for implementation.
• Maintain strict confidentiality of sensitive and proprietary information, while interacting professionally and effectively with a diverse range of internal and external stakeholders.
• Perform additional duties as assigned.

Analyst I, Financial Solutions

• Act as an autonomous finance partner to R&D, Product, and Engineering leadership.
• Partner seamlessly across Accounting, Engineering, FP&A, and FinOps teams.
• Lead the monthly and quarterly forecasting process for R&D hosting infrastructure.
• Conduct deep-dive variance analyses and link financial outcomes directly to usage changes.
• Proactively identify engineering cost-containment opportunities and partner with product managers.

Senior Financial Analyst, R&D Finance

• Identify potential start-up investments and source relationships with the company founders
• Meet with entrepreneurs and evaluate their business plans and pitches
• Track and report on deal flow generated by our team
• Research industry sectors, trends, and market dynamics
• Assist with due diligence

Investment Associate

• Lead the end-to-end change strategy for Finance Forward, ensuring alignment with program goals, workstreams, and the Finance SLT.
• Conduct periodic change readiness assessments to identify risks, resistance, and mitigation plans.
• Create clear, actionable plans that drive adoption of new processes, tools, dashboards, and operating models.
• Own the Finance Forward communications plan, including ongoing updates, campaigns, and storytelling for all levels of the finance organization.
• Partner with Finance communications and senior leaders to ensure message alignment, consistency, and clarity.
• Publish quarterly Finance Forward scorecard highlighting transformation success metrics.
• Drive adoption and awareness of Finance Forward program goals and progress throughout all levels of the finance organization.
• Build capability and readiness across all finance teams through targeted trainings, engagement, and enablement efforts.
• Develop and manage feedback mechanisms, including monthly group and periodic 1:1 stakeholder engagements.

Finance Transformation Change Management Lead

• 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

• Origination of small- to mid-ticket vendor financing programs
• Develop and maintain vendor leasing programs from qualified equipment manufacturers, distributors, dealers, and/or resellers
• Work with vendors and their customers to structure and present financing products for a variety of equipment
• Account management from application through funding
• Origination of new relationships while managing and growing existing accounts
• Negotiation of lease terms & pricing
• Facilitate the gathering of credit information for underwriting
• Provide front-line sales and support for financial products to manufacturers and equipment resellers
• Market the equipment finance services to potential customers through outbound calls and marketing materials to cultivate relationships
• Support existing manufacturer programs by following up and managing ongoing transactions
• Expedite ongoing transactions
• Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees

VP Sales – Equipment Finance – Vendor, Construction & Industrial

• Provide accurate data and analysis related to product costs, manufacturing, and distribution operations
• Manage the Operations Finance activities for numerous US plant locations
• Lead a team of 8 Operations Finance team members
• Oversee month end close activities related to manufacturing operations
• Support team in providing profit analysis and communication of manufacturing spend results
• Manage completion of inventory accounts including trend analysis and monthly account reconciliation approvals
• Support the team in completion of the annual budget and product re-costs to support accurate inventory valuation
• Ensure team members procedures are performed following internal control requirements

Operations Finance Manager, Aerospace

• Support planning and execution of Enterprise Fraud Organization initiatives, contracts, and workforce strategy
• Partner with Finance to manage the operational budget, including tracking, forecasting, reconciliation, and year‑over‑year planning
• Ensure projects are properly funded, monitored, and aligned with approved financial plans, roadmaps, and governance requirements
• Partner with Enterprise Fraud Organization leaders, human resource partners, and technology partners
• Create and maintain Jira tickets to support initiatives, contracts, and approvals
• Track workforce headcount and report variances against approved plans
• Develop executive‑level presentations and materials for senior leaders across the Enterprise Fraud Organization

Business Experience & Planning Specialist – IT Financial Analyst

• Ensure timely, courteous handling of customer inquiries over the phone
• Mentor Telephone Financial Consultants (TFCs)
• Assist with operational procedures and training
• Provide accurate product knowledge and service information
• Handle escalated customer service issues
• Recognize customer needs and recommend applicable products and services
• Perform account maintenance on banking systems
• Assist in the sales process and customer relations
• Maintain good working relationships with bank employees

Telephone Financial Consultant – Team Lead

• 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

• Responsible for providing financial and operational analysis to senior management in support of business unit decision-making
• Partners with senior management to support business planning and operational processes throughout the year
• Analyzes financial and operational data/performance metrics, communicates findings and risks and makes suggestions to improve processes
• Supports business unit management and other departments with informational requests and special projects
• Trains, supervises and develops Finance staff
• Manages the day-to-day performance of the Finance team

Finance Manager

• Participate in the preparation of financial statements for various clients
• Execution of applicable quality controls
• Preparation of the annual, quarterly and other financial statements, as required
• Support the internal and external review for these financial statements
• Assist in managing communications with fund accounting teams, internal technology teams, vendors, clients and external auditors
• Identify processes across the division and organization
• Partner with a diverse team and grow your career

Financial Reporting Specialist I

• Own consolidated expense exhibits supporting the annual planning process
• Develop clear, executive-ready materials highlighting key drivers, risks, and opportunities
• Support enterprise-wide expense studies and benchmarking initiatives
• Own monthly unit cost reporting, validation, and distribution
• Partner with Pricing and business leaders to support product margin targets
• Support transformation initiatives and organizational changes
• Partner with product teams on profitability and cost analysis

Financial Analyst

• Provide financial planning, forecasting and analytical support to our Research and Development Division Global Clinical Supplies
• Modeling and forecasting spend related to freight, warehousing and distribution, external packaging and labeling, shipping supplies, contractor and headcount resources
• Provide forecasting and analytical support for GCS capital expenditures
• Ad hoc data analysis and projects in support of Global Clinical Supplies
• Develop and participate in team presentations associated with any financial and/or operational review with client areas being supported
• Support project team decision making by providing relevant financial information and insight
• Play a central role in developing the Budget, Long Range Operating Plan, Quarterly Forecasts, and monthly/quarterly close activities
• Gain end-to-end exposure to the drug development process and the Research & Development pipeline while gaining relevant experience supporting functions in Global Clinical Supplies
• Think strategically and identify opportunities to influence various parts of the GCS organization to drive efficiencies in the planning and forecasting process
• Further develop creative thinking and problem-solving skills
• Gain experience in change management and project management
• Increase personal network through engagement with other key business partners (Global Clinical Development Finance, Global Clinical Supplies, Project Management, Supply Chain Management, Procurement, etc.)

Senior Financial Analyst

• Price and structure finance proposals across more than 15 financing programs to support customer purchasing decisions and meet territory revenue goals
• Facilitate contracts from origination through completion, ensuring timely execution and compliance with internal standards
• Manage and process approximately 30 closed deals per month, including review and submission of all required documentation
• Create and manage approximately 130 financing opportunities per month in Salesforce, ensuring accurate and up-to-date data entry
• Own and manage lower-value transactions independently, aligning with thresholds defined by the Regional Finance Manager
• Partner with a Regional Finance Manager to execute territory strategy and support larger, complex transactions through all stages of the deal lifecycle
• Educate sales representatives across multiple business units on leasing options and financing solutions to increase adoption
• Coordinate cross-divisional deals and consult with stakeholders to recommend appropriate programs and required documentation

Finance Specialist

• Step in as the fractional CFO/Controller for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM).
• Analyze financials to spot trends and risks.
• Fix messy data in collaboration with bookkeepers.
• Deliver hard truths to the business owner with a mix of radical candor and humor.

Chief Financial Officer, Fractional CFO

• Lead global financial consolidation activities, ensuring accurate , timely , and compliant consolidated financial statements in accordance with US GAAP, IFRS (where applicable), and internal policies.
• Own and evolve the finance technology ecosystem supporting consolidations, including consolidation, close, and reporting tools, ensuring system integrity and data accuracy.
• Partner with Finance, IT, and Digital teams to define and execute the finance systems roadmap supporting close, consolidation, and reporting transformation initiatives.
• Establish and maintain strong internal controls over financial consolidation processes, including governance, documentation, and audit readiness.
• Lead and develop a high‑performing global team, fostering technical expertise in consolidations, finance systems, and continuous improvement.
• Drive standardization and process optimization across global entities to improve efficiency, transparency, and scalability of the close and consolidation process.
• Serve as a key finance technology subject‑matter expert, supporting major initiatives such as acquisitions, divestitures, system implementations, and organizational changes.
• Collaborate with external auditors and internal stakeholders to support audits, regulatory filings, and complex accounting matters related to consolidation.

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