Financial Planning and Analysis

• Execute and support the monthly, quarterly, and annual consolidation process, including preparation of consolidated financial statements (income statement, balance sheet, and cash flow statement).
• Partner with segment finance teams to ensure accurate and timely submission of financial results and investigate and resolve consolidation variances.
• Analyze the accounting and financial reporting implications of operating, investing, and financing transactions.
• Maintain and enhance consolidation processes, systems, and internal controls to improve efficiency and accuracy.
• Support SOX compliance efforts by coordinating documentation and testing with Internal Audit.
• Collaborate with the Technical Accounting team to ensure compliance with U.S. GAAP and SEC reporting requirements.
• Assist in the preparation of supporting schedules and materials for quarterly and annual financial reporting and earnings releases.
• Contribute to system and process improvement initiatives related to financial consolidation and reporting.

Manager – Financial Reporting & Analysis

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triage 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

Life Services Financial Services Representative

• Leading and managing new product introductions (NPI) and technology transfers to external (third party) manufacturing organizations
• Provide project strategic direction of external manufacturing technical transfer and new product introduction activities coordinating execution of cross-functional workstreams
• Execution and adherence to PSM NPI business processes and operating model
• Lead multiple cross-functional projects of medium to high complexity
• Build and maintain project plans and team assignments using project planning tools
• Directing and supervising work efforts on daily basis
• Identifying resource needs, performing project reviews, and advancing functional, quality, timeline and cost issues appropriately

Strategic Planning and Operations Manager

• The Director of Fidelity Digital Assets® Finance will be heavily involved in the process of continuing to build out the foundation of our Fidelity Digital Assets Services finance capabilities
• Drive new product and feature implementation across the broader Finance function
• Business case support including product level PL development
• Develop and implement new pricing capabilities, including client PLs, segment-level pricing strategies, and product pricing
• Development of financial data analytics and competitive updates to functional business heads

Director, Finance

• Advise investors on financing solutions for fix-and-flips, ground-up construction, and rental properties
• Build long-term relationships that generate repeat business and referrals
• Maximize company-generated opportunities while developing your own pipeline through networking, referrals, and prospecting
• Guide borrowers from application through funding
• Structure financing solutions that fit each investor's goals
• Partner with underwriting and operations to deliver an exceptional borrower experience
• Manage your pipeline using HubSpot and New Silver's proprietary technology
• Consistently exceed monthly production goals

Loan Originator – Real Estate Investment Lending

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams such as TPA fees, recoveries, subrogation, and salvage.
• Take reporting from raw data to finished deliverable, on time, accurately, and with the right stakeholders pulled in when data is missing.
• Identify anomalies in the data and chase them down before they reach the report.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate, timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement.
• Assist in developing financial models and tools that improve claims analysis and forecasting.
• Run continuous improvement on the recurring deliverables, including automating manual steps so errors do not recur.
• Work closely with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Present complex information clearly to both technical and non-technical stakeholders.
• Stay informed on industry practices and regulatory changes that affect reporting.

Claims Finance Analyst

• Support business case development, product analysis, and revenue performance insights
• Extract, transform, and validate data from Snowflake and other database/querying tools
• Partner with data analytics and business teams to ensure data accuracy and completeness
• Analyze key revenue streams, product performance, and business unit metrics
• Develop insights into drivers of revenue, cost, and profitability across products
• Source and structure data inputs required for forecasting and scenario modeling
• Identify opportunities to improve data quality, reporting, and analytical processes

Senior Financial Analyst

• 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 Representative

• Addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• The role can expand to include recruiting, training, and developing other financial representatives

• delivering impactful and insightful financial analysis to business and finance partners
• supporting the Next Generation Allocation View (NGAV) efforts
• analyzing drivers of profitability
• keeping the platform and methodologies up to date and relevant for the business
• developing strong understanding of Fidelity Wealth/Fidelity Brokerage’s financial results and profitability model to apply that knowledge to variance analyses
• improving reporting and data consolidation processes

Financial Analyst

• Own our financial planning and analysis end-to-end, building the reporting, models, and forecasts that leadership relies on to make decisions.
• Automate departmental and executive reporting, own end-to-end. Management reporting (departmental P&Ls, exec dashboards, monthly/board exhibits) runs on durable, repeatable, low-touch pipelines they built — not manual rebuilds.
• Operates the full financial model with minimal oversight and high executive trust. Runs the model you architect — including the revenue line from BI — and owns the expense side outright: opex, margins, variance.
• Architects AI-enabled FP&A workflows, not just uses AI. Systematically cuts manual effort and improves data quality, building processes that outlast any individual analyst.
• Strategic thought partner to leadership and budget owners. Partners directly with department leaders on spend — surfacing variances, flagging risks, bringing a point of view and driving accountability through influence (escalating decisions to you, not approving them).
• Translates the numbers into decisions. Turns variance and business-health analysis into clear, stakeholder-ready narratives that help non-finance leaders move faster.

FP&A Lead

• leading the development and execution of investment accounting frameworks
• ensuring consistency, strong controls, and high-quality financial reporting across business units
• partnering closely with accounting, policy, and business teams to navigate complex investment structures
• providing technical guidance and translating detailed analysis into clear, actionable insights for leadership
• enhancing processes and driving greater efficiency and scalability in how investment accounting is performed
• fostering a collaborative, high-performing environment, coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation

Director, Investment COE

• Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
• Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
• Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
• Delivers exceptional service to clients by answering general account inquiries
• Accurately executes and confirms trade orders as well as a variety of securities transactions initiated by self-directed clients
• Assists clients with brokerage consumer website usage and navigation
• Maintains current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Investment Consultant II

• Provide comprehensive advice to clients in a contact center environment
• Collaborate with business partners to help clients achieve financial goals
• Build and manage a portfolio of clients providing exceptional client care
• Deliver client reviews and presentations with confidence
• Connect clients to solutions provided through Bank of America and Merrill

National Financial Solutions Advisor I – Series 7 Required

• lead the strategy and execution of scalable processes that support offering and investor documentation
• general oversight processes for private alternative investment funds
• critical role in shaping standards for private fund documentation
• vetting key provisions
• operationalizing investor agreements across a rapidly growing alternatives platform
• broad visibility to senior leadership
• drive meaningful impact through process innovation, governance, and operational excellence
• partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle

Director – Alternative Investments, Investor Operations and Oversight

• Perform detailed weekly financial analysis to Schedule, Budget, and EAC positions.
• Perform monthly updates to Operations Earned Value metrics including customer reportable Earned Value deliverables
• Responsible for quarterly EACs for Operations including but not limited to EAC inputs from Value Stream Finance, EAC updates in APEX, EAC presentation, EAC variance analysis and EAC R&O analysis
• Responsible for weekly and monthly oversite of Operations labor and cash forecasts monitoring actual costs, and documenting variances to plan and forecasts.
• Top candidates will provide the organizations they support with timely and thorough quantitative analysis that supports business, program, and project decision making.

Finance Program Control Analyst – P3

• partner with sales professionals, investment strategists, and relationship managers to help grow Fidelity’s Alternatives market share
• leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets
• coordinate execution across marketing, sales, asset management, analytics, and market readiness to deliver relevant insights to clients
• support all channels including broker-dealer, RIA, banking, and insurance

Director, Investment Analysis – Alternatives

• Utilize a structured, problem-solving approach alongside data driven decisions to provide business owners with financial reporting and strategic collaboration.
• Advise leadership on resource efficiency, trends, and risks.
• Assist in business case development, ensuring results are measured.
• Generate and publish required charts, reports, and data analysis supporting Operations processes, KPIs, and deliverables.
• Escalate all major risks or opportunities to respective management members in a proactive manner.
• Maintain data integrity and ongoing quality control of reports for management.
• Handle Ad Hoc data requests from stakeholders within and outside of Operations.
• Drive improvements in warranty (chargeback) data accuracy and recovery rates.
• Work closely with stakeholders across the Electrify America team to create synergies and align on reporting and tracking needs.

Financial Analyst – Performance Operations

• Heavy outbound calls to prospects and customers to drive bigger deals and more new opportunities.
• Revenue: Develop, realize and maintain incremental revenue by selling and advocating GGS products and services “to”, “through” and “with” prospective customers within specified territory and / or assigned accounts.
• Experience utilizing CRM software to document all sales activity, manage the sales pipeline and identify, track and facilitate closure of key opportunities.
• Maintain on-going relationships with multiple contacts throughout client’s organizations and effectively utilize internal resources to insure smooth delivery of products/ services and payment.
• Process all sales order paperwork in a timely fashion.
• Resolve customer conflicts quickly.
• Travel within geographic territory as required.
• Reside in major metropolitan city within territory.
• Travel to and attend trade shows promoting products when required as well as internal sales meetings arranged by the company.
• Maintains a consultative or solutions-oriented selling style.
• Experience and understanding of banking core systems and teller platforms a plus.

Financial Planning and Analysis jobs in Rhode Island

See all jobs on JobTailor

Manager – Financial Reporting & Analysis

Senior Strategic Planning Manager

Life Services Financial Services Representative

Strategic Planning and Operations Manager

Director, Finance

Loan Originator – Real Estate Investment Lending

Claims Finance Analyst

Senior Financial Analyst

Financial Representative

Financial Representative

Financial Analyst

FP&A Lead

Director, Investment COE

Investment Consultant II

National Financial Solutions Advisor I – Series 7 Required

Director – Alternative Investments, Investor Operations and Oversight

Finance Program Control Analyst – P3

Director, Investment Analysis – Alternatives

Financial Analyst – Performance Operations

Director, Commercial Accounts – Financial Markets