Financial Planning and Analysis

• Lead large organization of 175+ associates in hybrid and internal wholesaling
• Set team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries
• Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management
• Prioritize collaboration across FI sales channels and business units

SVP, Head of Investment Sales Desk

• Drive the overall B2B marketing strategy and plan for this part of the business; plan alongside our broader WI marketing team, the product partners, and the client engagement group to evangelize our plans and ensure proper prioritization across the business each quarter
• Function as a subject matter expert to translate PP&A business goals to sound marketing practices; work across WI marketing to ensure collaboration & alignment
• Build compelling stories and journeys to demonstrate to Plan Sponsor clients and their employees how this product can contribute to their company’s goals and employee’s satisfaction
• Lead product positioning, value prop creation, and content strategy
• Partner with our digital channel, performance marketing and web teams to design, test and evolve creative lead gen and lead nurturing tactics; Conceptualize and execute multi-channel B2B campaigns, ensuring the alignment of communications and messaging across all channels
• Partner with Product and Organizational Readiness to execute go-to-market strategies
• Partner with product, sales and relationship management teams to craft supporting collateral that best position these products to clients and prospects
• Identify, analyze, and report on success metrics and quickly pivot based on results; Drive client engagement and retention by delivering on strategies that reinforce product value across consultants, existing PP&A clients, and client-facing teams
• Support your direct reports’ efforts as well as work across the Financial Help & Advice team, as needed, to drive positive business outcomes and successful marketing efforts

Director, Employer Marketing – Financial Help & Advice

• Lead demand planning and forecasting by designing and implementing advanced models that predict store labor needs and sales volume
• Partner with field leaders and store teams to validate forecasting outputs and gather operational feedback
• Collaborate with the Lead Director of Engineering to embed new technology, automation, and analytics into forecasting processes
• Translate forecasts into actionable scheduling and labor strategies
• Own labor budgeting and P&L support

Lead Director, Workforce Budgeting, Demand Planning, Forecasting

• Deliver accurate, high-quality financial analysis and portfolio insights; serve as a trusted advisor on finance-related matters and influence portfolio and demand management decisions.
• Strengthen analytical rigor by establishing portfolio performance frameworks, developing investment theses, and leading end-to-end business case development.
• Drive clear attribution of value across technology initiatives through consistent measurement of outcomes, ROI, and resource effectiveness.
• Lead strategic planning, portfolio reviews, and full lifecycle business case management, including governance and controls.
• Partner closely with Finance VPs, Product, Platform, Engineering, and Data leaders, as well as Centers of Excellence (Tech Finance, Portfolio Costing), to support investment planning, forecasting, and value realization.
• Enable outcome-oriented decision-making by translating complex financial and portfolio data into clear, actionable insights for senior leadership.
• Build and maintain robust portfolio measurement frameworks to evaluate investment performance, delivery timing, and value realization.
• Design scalable, repeatable reporting structures that provide transparency from initiative-level execution through enterprise-wide views.
• Evaluate active and completed initiatives to identify value drivers and optimization opportunities.
• Mentor and develop a team of analysts, strengthening team capabilities, prioritization, and overall performance.

Director, Finance

• Lead and mentor teams responsible for reporting modernization and AI/ML-enabled process transformation
• Set strategic direction and execution standards for reporting, analytics, and automation initiatives
• Develop and implement transformation strategies aligned with enterprise goals and business priorities
• Ensure teams are appropriately skilled, trained, and enabled to deliver modern reporting and AI/ML solutions
• Drive standardization, simplification, and automation of reporting processes across functions
• Establish scalable reporting and analytics frameworks that improve transparency, speed, and decision quality
• Partner with Finance and business stakeholders to define KPI frameworks and performance measurement models
• Identify and deliver AI/ML use cases that improve efficiency, accuracy, and insight generation
• Oversee multiple transformation initiatives and workstreams, balancing priorities and dependencies
• Communicate progress, insights, and value delivered through reporting and AI/ML initiatives

Lead Director – Finance Reporting, AI/ML Transformation

• Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
• Deepening relationships by referring clients to specialized sales teams
• Serving as a central entry point into a fully licensed financial services career
• Managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products

Investment Specialist Trainee, Obtain SIE, Series 7, 66

• 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

• This job is responsible for answering detailed questions about products, accounts, and financial services offered.
• Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
• Ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts.
• Triages client requests and makes referrals to appropriate internal specialists.
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.

Consumer Investments Financial Service Representative I

• Creating, managing, and delivering high-quality, client-ready marketing materials
• Supporting the complete production process and timely delivery of financial product collateral
• Handling a range of recurring and ad hoc assignments such as research, reporting, and data sourcing
• Finding opportunities for continuous improvement, improving workflows through scalability, automation, and process optimization

Investment Production Associate

• Ownership of key inputs into the annual operating plan and quarterly forecasting for the Wellpartner 340B business
• Maintains and updates SQL databases and Excel reports
• Assists in the preparation of monthly financial packages to be presented to senior management
• Develops margin analyses, projections, reports, and presentations on a monthly, quarterly, and annual basis and ensures financial data accuracy
• Identifies trends and developments in competitive environments and presents findings to senior management
• Assists in the creation of an annual operating budget and annual strategic plan
• Carries out special financial planning and analysis of projects of varying nature and complexity which may include: financial metrics, process improvement initiatives, competition, investments, etc.
• Subject matter expert for 340B for FP&A

Manager, FP&A

• Provides strategic leadership and oversight for financial planning and analysis functions by managing a team of financial analysts
• Coordinates budgeting and forecasting processes
• Provides guidance on financial strategy
• Collaborates with stakeholders to align financial goals with business objectives
• Ensures accurate financial reporting
• Drives process improvements
• Contributes to strategic planning and risk assessment
• Develops and executes the annual financial planning and analysis (FP&A) budgeting process
• Oversees the analysis of financial performance, including variance analysis, trend analysis, and profitability analysis
• Conducts scenario analysis and sensitivity analysis to evaluate the financial impact of various business scenarios
• Creates sophisticated financial models to support strategic decision-making and long-term financial planning
• Analyzes the financial performance of business units, product lines, or projects, identifying areas of improvement and growth opportunities

Senior FP&A Manager

• Lead and manage the existing EBA team across multiple SSBU’s and multiple critical product lines, including 5-7 direct reports and a total team size of 40-60 EBAs.
• Operate as a Program Controls Subject Matter Expert for your EBA team to escalate and problem-solve unique issues as they arise as well as provide expert-level guidance for new Program start-up activities.
• Shape the organization by hiring exceptional talent.
• Develop materials and support creation of new onboarding and training resources for EBAs and managers, with the goal of establishing an EBA Certification program.
• Lead and improve managerial processes including Midyear and Year-End reviews, employee performance monitoring, IDP reviews, Merit cycle participation, career development discussions, and the EBA/Manager Mentor Program.
• Participate in the Engineering Finance People’s Council as a senior leader.
• Identify, drive, and implement projects that support process harmonization, documentation, and scalability across the organization via CORE methodology.

Senior Finance Execution Lead

• Join a high-impact finance team supporting the Coram Home Infusion business.
• Play a pivotal role in driving financial performance across Volume, Revenue, and Margin.
• Partner closely with business leaders to influence strategy and results.
• Reporting to the Executive Director, the role offers strong visibility and cross-functional collaboration.
• Shape financial outcomes in a dynamic healthcare environment.
• Responsibilities include daily, weekly, monthly volume reporting, month end close responsibilities, tracking performance against forecast, identifying risks/opportunities, leading the Budgeting & Forecasting process and being a resource for business leaders.

• Deliver impactful and insightful analysis across the organization.
• Help execute Financial Planning and Analysis duties for the Fidelity Health organization.
• Support the annual planning cycle, provide insightful monthly P and L analysis, KPI management, and ongoing adhoc analytics.
• Consolidate business unit results and deliver a concise executive summary.
• Create detailed financial plans for revenue, expense, and headcount.
• Partner and communicate with business and Finance partners.
• Define key performance indicators (KPI) and support ongoing tracking efforts.

Senior Financial Analyst

• Provides in person and virtual counseling for clients on TIAA products and services
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service

Financial Consultant

• Build and own updates to financial models for revenue, expenses, cash flow, headcount, and SaaS metrics
• Maintain and refine rolling forecasts and detailed budgeting templates
• Track and model SaaS performance indicators: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.
• Construct monthly, and quarterly financial reports and metrics and analyze variances
• Dive into ad-hoc analytics requests, extracting insights and translating them into explanations and recommendations
• Support financial diligence, valuation modeling, and scenario analysis for potential M&A opportunities
• Assist with integration modeling and post-acquisition performance tracking as needed
• Partner with Sales, Marketing, and Customer Success to understand drivers of performance and model impacts at a granular level
• Participate in and reviews aspects of the month end close process
• Lead Sales commission variable compensation calculation and financial administration
• Ensure financial data integrity and alignment between actuals and models
• Prepare and deliver regular financial reporting to the VP of Finance & Accounting, COO, CEO, and Board of Directors
• Clearly articulate model assumptions, limitations, and insights to non-finance stakeholders

FP&A Manager

• 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

• Partner effectively with Raytheon Engineering SBU, Office of the Chief Engineer and Execution leadership teams
• Lead five direct reports and a team of ~115 Engineering Business Analysts across Raytheon programs
• Drive Engineering financial execution, including EACs, earned value support, performance against AOP, staffing demand analysis, and tracking cost control initiatives
• Partner with Rates team to ensure alignment on labor based and hiring expense assumptions
• Leverage CORE approach to assess and mature processes and drive continued improvement & harmonization
• Drive effective labor demand forecasting across all SBUs and product lines, including the monthly forecast, Annual Operating Plan (AOP), and Long-Range Plan (LRP).
• Proactively lead self-initiated analysis, solve problems, and resolve issues
• Prepare and present effective leadership presentations

Finance Director – M7

• Deliver flawless presentations and marketing materials for Fixed Income and Global Asset Allocation strategies.
• Take responsibility for production and on-schedule delivery of financial product presentations.
• Compile, aggregate, and articulate fund and index performance, portfolio holdings, characteristics, attribution, market and economic data, competitor insights, peer group analysis.
• Ensure accuracy, quality, and consistency across all marketing materials.
• Drive continuous process improvement and innovation in workflows, automation, and efficiency.

Investment Production Analyst – Asset Management

• 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

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VP, Finance – Accounting

Consumer Investments Financial Service Representative I

Investment Production Associate

Manager, FP&A

Senior FP&A Manager

Senior Finance Execution Lead

Manager, FP&A

Senior Financial Analyst

Financial Consultant

FP&A Manager

Financial Analyst, FP&A

Finance Director – M7

Investment Production Analyst – Asset Management

Strategic Financial Lead – Fractional or Retired CFO