Financial Planning and Analysis

• Managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively
• Overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance
• Ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent
• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Assistant Manager

• Identifying, delivering, and executing the equipment finance sales strategy
• Developing profitable relationships with HomeTrust Bank clients and non-bank prospects
• Maintaining a scheduled calling program with commercial clients
• Analyzing client and prospect financial data to effectively manage risk
• Attaining or exceeding annual assigned budgets

Equipment Finance Regional Sales Manager

• Identify, develop, and present opportunities for TD SYNNEX working capital solutions, including Net Terms, Amplify, RSA, and Floorplan Financing, to internal and external stakeholders at the management level.
• Develop new business opportunities while expanding program adoption within existing partner accounts.
• Field inbound calls and emails to ensure exceptional SLA with internal and external partners.
• Collaborate with TD SYNNEX field sales teams to ensure consistent customer experience and align financial solutions with partner needs.
• Conduct monthly sales reviews, document action items, and follow through on next steps to advance pipeline opportunities.
• Meet monthly and annual sales goals by tracking performance, reporting progress, and reviewing actual results against targets.

Financial Solutions Executive I

• As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Southeast Coastal Market

• 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

• Provides system leadership and direction for the financial operations of Tidelands Health (TH).
• Provides the TH Board of Trustees and its appropriate Committees with the status of the finances throughout the System.
• Contributes expertise and guides the planning of the budgetary process, revenue cycle and managed care contracting for TH.
• Maintains networks within the community, especially the health care, financial services, and governmental policy communities, to take advantage of opportunities that would promote the TH Strategy.
• Manages the fiscal affairs and physical assets of the System within established policies and accounting procedures.
• Provides leadership and vision to the executives, management, and employee partners throughout the System.

Chief Financial Officer

• Responsible for creating and preparing all Global reporting for monthly performance, forecasts, and annual budgets
• Ensures data integrity across large datasets by reconciling financial data between source systems and reporting outputs
• Identifies opportunities to streamline reporting through automation
• Maintains and improves reporting processes
• Develops complex Excel models to support financial reporting
• Plays a key role in supporting integration activities related to reporting and modeling utilizing multiple data sources
• Produces clear, structured reports suitable for both finance and leadership stakeholders
• Supports preparation of presentation decks for leadership
• Provides ad hoc performance reporting for Global DS as needed

Principal Financial Analyst

• Provide strategic partnership for a growing business segment, driving commercial growth, profitability and cash.
• Finalize integration of the Software and Controls business into a single organization.
• Ensure key processes and controls are in place to support a world class financial operation.
• Partner cross-functionally to drive profitable growth and meet global targets providing insight and decision-making support.
• Drive financial performance improvement initiatives throughout business.
• Lead & develop team to simplify and create world class standard processes & policies across multiple ERPs through integration and simplification to one ERP structure.

CFO, Software & Controls Solutions

• Identify patterns in payment processing success, chargeback, and fraud rates by analyzing large quantity of data
• Monitor and forecast payment related metrics, such as acceptance rate and fraud rate, and predict customer behaviors through data analysis and modeling
• Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial and statistical modeling
• Monitor payment acceptance rates and track performance trends to proactively recommend adjustments to our payment processor allocation strategies when shifts occur
• Review transaction and chargeback data across various card brands, processors, and gateways to monitor performance trends, proactively identifying anomalies and recommending solutions to address issues.
• Make recommendations to improve operations, anti-fraud processes and system enhancements

Senior Financial Analyst, Payments

• Ensure compliance and accurate information provided to students.
• Review and audit files upon submission from the FAC’s.
• Create Award Letter and FASApp.
• Issue and maintain award letters as appropriate.
• Maintain/update the certified loan report.
• Complete the financial aid file once a student has gone through the entire process of FA.
• Help students obtain funding through various programs available.
• Prepare, explain and supply applicants with appropriate documents to make informed decisions regarding financial aid.
• Analyze timing of funding of students.
• Update Salesforce appropriately in the financial aid section regarding funding score, etc.
• Verify funding amounts and order funds as appropriate.
• Participate in financial aid meetings and events.
• Download vouchers and verify funding of those vouchers.
• Scan, upload and email vouchers as necessary.
• Issue borrower notifications.
• Provide exit counseling.
• Run enrollment reporting and add new student’s to NSLDS transfer monitor list.
• Perform miscellaneous duties as assigned.

Financial Service Analyst

• Track and monitor budget variances.
• Review of expenses and revenues posted to the general ledger.
• Processing and maintaining accounts payable records.
• Preparing necessary financial and compliance reports.
• Manage and track budget for RHTP program.
• Responsible for monthly revenue and expense accruals related to RHTP program.
• Perform reconciliation of revenue and expense accounts.
• Provide any information needed for audits.
• Prepare payments for RHTP program to sub-grantees/community partners.
• Monitor spending trends and identify variances.
• Ensure proper approvals and supporting documentation are maintained.
• Make recommendations for continual process improvements and ensure that procedures are documented.

• 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

• 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

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices.
• Continually train and develop Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors meet compliance standards.
• Manage the queueing system to ensure students are assisted in the proper time frame.
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning.
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.

Assistant Director of Financial Planning

• Assist in performing internal audit engagements across core banking functions, including: Loan operations and credit administration, Deposit operations, ACH and electronic payments, Wire transfers, Branch operations, Accounting and financial reporting, Human resources and payroll, Enterprise Risk Management (ERM), Model Risk Management (MRM), Investment and treasury operations.
• Execute audit procedures, including walkthroughs, testing of controls, and validation of operational processes.
• Identify and assess risks, control gaps, and process inefficiencies across operational and financial areas.
• Perform detailed testing of transactions, reconciliations, system controls, and compliance with internal policies and regulatory requirements.
• Assist in the evaluation of internal controls related to financial reporting, safeguarding of assets, and operational effectiveness.
• Document audit procedures, findings, and supporting workpapers in accordance with professional audit standards.
• Prepare clear and concise audit reports, including observations, root cause analysis, and practical recommendations.
• Support compliance assessments related to applicable banking regulations and guidance (e.g., FDIC, OCC, Federal Reserve, state banking regulators).
• Participate in meetings with clients and internal stakeholders to gather information and communicate audit progress.
• Contribute to project management across multiple audit engagements, ensuring timelines and deliverables are met.
• Support continuous improvement initiatives, including development of audit tools, methodologies, and process enhancements.
• Perform other duties as assigned.

Internal Audit Associate – Financial Services

• Works closely with Huntington colleagues across retail, business banking, private bank and financial advisory to deliver practice Finance products
• Coordinates training
• Facilitates skill building
• Oversees performance by market
• Available for deal review and discussion
• Responsible for driving a minimum of $25mm in annual lending
• Performs other duties as assigned

Finance BDO

• Initiates assignments and leads integration and analysis of resource forecasts and/or Estimates at Completion (EACs) for control accounts, budgets, functions or pools; financial EACs for contracts or programs
• Develops performance reports
• Initiates assignments and leads integration of variance analyses and provides understanding of operational and financial performance to executive leadership
• Makes recommendations to executive leadership on financial performance projections using financial and business knowledge and experience
• Develops, reviews, analyzes and maintains cost opportunities and risks
• Leads development of financial analysis using appropriate indices, financial and business partner data
• Provides subject matter expertise to troubleshoot process and tool issues, determine root cause and recommend solutions

• Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
• Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
• Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
• Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
• Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
• Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
• Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
• Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager.
• May perform additional duties as assigned.

Patient Financial Services Representative 4 – Medicaid Follow Up

• Provide financial and business advice to the CFOO and various budget leaders
• Assist in the preparation of budgets, forecasts, and financial reports
• Manage a team to maximize student outcomes through efficient allocation of financial resources
• Prepare monthly reporting of financial performance and variance analysis
• Lead annual budgeting process and monthly forecast process
• Collaborate with budget owners, development teams, and the regional operations team on cash flow forecasts

Managing Director, Financial Planning & Analysis

• 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 South Carolina

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Financial Center Assistant Manager

Equipment Finance Regional Sales Manager

Financial Solutions Executive I

Financial Advisor – Southeast Coastal Market

Financial Analyst

Chief Financial Officer

Principal Financial Analyst

CFO, Software & Controls Solutions

Senior Financial Analyst, Payments

Financial Service Analyst

Financial Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims

Assistant Director of Financial Planning

Internal Audit Associate – Financial Services

Finance BDO

Financial Analyst

Patient Financial Services Representative 4 – Medicaid Follow Up

Managing Director, Financial Planning & Analysis

Financial Representative