Financial Planning and Analysis

• Communicating directly with our clients by phone and email for up to 85 percent of your day
• Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
• Educate clients on the use of technology to monitor, maintain, and service their operational needs
• Complete operational tasks including data input

Financial Service Professional – Masters

• 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

• Act as a liaison for SV business partners in managing overhead and capital expenses in accordance with budgetary guidelines.
• Short and long-term financial planning and analysis of business operations for the purpose of measuring and forecasting future business performance
• Perform monthly financial review of actual spending and planned commitments that supports business objectives and financial targets.
• Deliver relevant, accurate, and timely reporting to business partners, and provide guidance and training on the proper management and classification of expenses.
• Support all month-end close activities for TBB and FCCC at the locations, including preparing journal entries, trend and variance analyses, and reporting to SV management and Corporate finance teams.
• Coordinate and prepare periodic financial operative planning cycles and forecasts with business and financial partners for overhead and capital spending within SV cost centers.
• Communicate trends and emerging issues with SV leadership and business partners to support business objectives.
• Create and manage cost centers, internal orders, and project structures within SAP.
• Support the business in the creation of purchase requisitions, purchase orders, and invoices by providing necessary training that adheres to corporate policy and systems requirements.
• Provide strong engagement in team and/or cross-functional continuous improvement activities that streamline and optimize process across the entire SV organization.
• Participate in ad hoc projects that supports SV and Finance team goals and objectives.

Financial Planning & Analysis Specialist II

• Maintain and update internal and external financial reports and provide monthly and quarterly financial analyses to company leadership
• Modify, as necessary, the corporate five-year financial model and evaluate strategic scenarios and maintain and modify the daily liquidity forecast and vintage cash flow models as well as other related corporate financial models.

Financial Analyst

• 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 – Medicare Claims

• Directs the Financial Control activities for a real estate services / facilities management Global Occupier Account
• Responsible for facilitating and ensuring budgetary control
• Oversight of the day-to-day activities of the finance team
• Accurate financial management and reporting of the account
• Lead procurement for the client team
• Ensures that the Account’s finance function is organized, efficient and produces accurate results
• Recommendations to encourage the continuous improvement of financial performance
• Finance lead and business advisor to Client Managing Director
• Ensure high standards of financial control are maintained
• Management of the finance function and oversight of the finance team
• Anticipates the needs of the client to ensure that financial management continually adds tangible value
• Work with the Financial Team to ensure proper accounting and reporting of expenses
• Preparation of global budgets, forecasts, and cash flow reporting
• Forecasting, financial modeling and expense analysis
• Cash management and oversight of expense disbursements
• Responsible to identify potential risks and upsides to Budget or Forecast
• Maintenance of financial ledgers and accounting processes and controls
• Timely production of internal financial reports
• Monthly preparation of Monthly Funding and financial reporting to client
• Monthly preparation of Consolidated P&L and Balance Sheet
• Works closely with Regional Client Accounting Lead
• Actively participates in training programs for core and major accounts financial employees
• May conduct seminars and other programs that enhance employees' skills as well as improve morale and job satisfaction
• Takes a lead role in staff meetings/conference calls with Group Client Accounting Managers

Global Finance Lead

• Manage staff responsible for the application security, administration, implementation and maintenance of processes and procedures related to the effective oversight of Financial Systems.
• Oversees communications, training programs, and performance reporting.
• Report on Financial System performance including incidents, problems, relevant Service Level Agreements (SLAs) and compliance.
• Provide leadership and management of all Finance data governance practices and processes.
• Ensure compliance with corporate policies, support internal and external audits and proactively maintain process and controls and recommend process improvements where necessary.
• Assist with systems-related needs assessments, cost benefit analyses, and definition of business requirements and functional specifications.
• Manage the implementation of system fixes and upgrades for financial reporting related systems (e.g. Lawson, PAM, SAS FM).
• Coordination with IT and HR.
• Lead cross-functional system projects and facilitate communication throughout the department on the progress of pending systems projects.

Manager, Financial Systems

• 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

• Responsible for monitoring and/or resolution of high dollar, high profile, escalated accounts
• Ensures timely and accurate posting, adjustments, correspondence, and/or denials
• Supports various special projects ensuring billing, AR, and denial prevention are optimal
• Monitors, research and/or resolves high dollar, high profile, and problem accounts
• Identifies trends and works with other departments to resolve system issues
• Evaluates payer performance and payment trends
• Assures timely communication of all meeting outcomes to appropriate PFS team members
• Maintains professional growth and development through seminars, workshops, and in-service meetings
• Responsible and accountable for reconciliation and accuracy of vendor invoices

Patient Financial Services Analyst

• Perform valuations for financial reporting (ASC 820, ASC 805), including intangible asset valuations and purchase price allocations.
• Assist the management team in vetting third-party valuation reports for audit clients to ensure assumptions are defensible.
• Build and maintain financial models for stock options, warrants, and derivative valuations.
• Draft comprehensive valuation reports and memorandums that clearly communicate underlying skillsets and conclusions to audit partners and clients.
• Assist the broader FVLS team on general valuation engagements as needed to meet firm-wide capacity needs.
• Other duties as assigned within the scope of the practice.

Senior Fair Value, Financial Reporting

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams (TPA fees, recoveries, subrogation, salvage).
• Collaborate with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate and timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement initiatives.
• Assist in developing financial models and tools to enhance claims analysis and forecasting capabilities.
• Stay informed on industry best practices and regulatory changes to continuously improve reporting processes.

Senior Claims Finance Analyst

• Establish and oversee Student Financial Services protocols within the university
• Ensure the expeditious processing of student funding for UA Grantham students in a legally compliant and ethical manner
• Ensure accuracy and integrity of the student accounts receivable portfolio
• Monitor & maintain electronic data entry, retrieval & reconciliations
• Define team priorities, deliverables, timelines, and performance standards
• Ensure direct reports have well-defined responsibilities, documented procedures, and required resources
• Manage performance using metrics, clear expectations, and standardized policy application
• Provide training, tools, and clear processes while monitoring progress and adjusting resources as needed
• Oversee the administration of all student funding programs, including compliance audits/reviews
• Ensure compliance with federal, state, and accrediting agency regulations, as well as institutional policies pertaining to student enrollment, Federal Student Aid, Veterans Administration and Department of Defense eligibility
• Coordinate with the Controller to ensure proper disbursements and reconciliation of funds to students
• Collaborate effectively with other members of the university
• Maintain relationships and interact with outside agencies
• Continuously update skills and knowledge through required training
• Seek feedback and opportunities for growth to enhance expertise and effectiveness

Associate Vice Chancellor – Student Financial Services

• Develop and present strategic financial solutions to internal and external management-level customers.
• Drive financial solutions strategy to maximize market share within the assigned territory.
• Own and manage customer strategy, proactively communicating to identify and resolve customer satisfaction issues.
• Design and implement corrective action plans to improve customer relations.
• Coordinate with support groups (e.g., TD Capital Operations, product sales teams) to ensure cross-divisional teamwork.
• Provide planning quotes and solution designs to solve customer business problems.
• Travel up to 25% to attend events and meet with strategic accounts.

Financial Solutions Executive II

• 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

• Provides top technical expertise for overall functional area and provide guidance and advisory support to others as needed
• Accountable for leading or conducting expert analysis / research and reviews to support functional goals / objectives
• Recognized as top level expert within the company with significant breadth of expertise in complex field
• Advises on execution strategy and leads the development and deployment of functional programs or initiatives

Senior Specialized Finance Manager – Regulatory Policy and Review

• Manage and analyze a large portfolio of vendor rebate programs, ensuring accurate rebate recognition and compliance with internal policies
• Perform deep financial analysis to identify variances between expected and actual earnings, and clearly communicate findings to business stakeholders
• Develop profit recommendations and insights that help the business make informed, data‑driven decisions
• Investigate discrepancies such as short‑payments or over‑payments and lead resolution efforts with vendors and internal partners
• Interpret vendor program letters and contract changes, translating complex terms into actionable financial outcomes
• Ensure rebate programs are accurately configured and tracked within TD SYNNEX’s internal incentive systems
• Partner with stakeholders to transition manual, Excel‑based processes into more automated and scalable solutions
• Use advanced Excel techniques (pivot tables, formulas, complex data sets) to support ongoing analysis and reporting
• Collaborate with FP&A and leverage Power BI dashboards where applicable to enhance visibility and insight
• Support continuous improvement initiatives, including process optimization, policy updates, and tool enhancements
• Work collaboratively with global partners and BPO teams to offload manual tasks and focus on higher‑value analysis

Financial Analyst III

• Lead the development of analysis and reporting for financial information used in monthly, quarterly, and/or annual reporting including historical and/or forecasted financial information.
• Review and approve financial plans, financial forecasts, profitability impacts & competitive analysis, and various reports to better track profitability.
• Drive the preparation of financial and business-related analysis and research.
• Oversee the development of budgets for the department based on actual performance, previous budget figures, estimated revenue, expense reports and other factors.
• Serve as the lead business partner to Sales & Marketing on self-funded group matters; serve as a subject matter experts on self-funded billing/collection/invoicing issues.
• Proactively identify areas of improvement and recommend process enhancements to management.
• Review, approve, and support the creation of monthly, quarterly, annual, and ad hoc reporting for use by senior leadership, the Board of Trustees, the BCBS Association; ensure such reporting is accurate and make presentations to management as needed.
• Respond quickly and accurately to escalated issues from internal and external clients and customers.

Team Leader, Financial Reporting

• Perform a variety of professional financial activities related to the annual operating budget, quarterly forecasts, budget versus actual variance reporting, internal month-end accounting, and ad-hoc requests
• Participate in annual budget and quarterly forecast processes
• Work with Manager of Financial Planning and Analysis to develop financial forecasts and long-term projection models
• Assist with various reporting requirements
• Assist with month-end processes and financial statement review of operations
• Maintain a thorough and up-to-date understanding of Generally Accepted Accounting Principles, financial reporting requirements, and the general ledger structure to support company reporting needs
• Work closely with cross-functional business partners to understand and provide insights into financial performance
• Document procedures related to areas of responsibility
• Support Manager of Financial Planning and Analysis with special projects, reporting and workflow process improvements and other duties as assigned

• Manage a complex, multi-city calendar across professional and personal obligations
• Coordinate domestic travel end-to-end, including accommodations, itineraries, and regional contacts
• Manage board-related travel and meeting logistics on a recurring monthly basis
• Draft and manage executive correspondence, calibrating tone for board members, partners, regulators, and internal staff
• Serve as a trusted point of coordination for internal and external stakeholders
• Maintain a list of priority contacts and arrange key engagements such as dinners and lunches with constituents
• Track action items, deadlines, and follow-ups in close coordination with the Chief of Staff
• Support bookkeeping functions including expense reimbursement and select private holdings
• Coordinate personal and household logistics as needed
• Maintain a high standard of discretion across all matters, professional and personal

Executive Assistant – Financial Services

• Leads financial planning, target-setting, and forecasting activities to support enterprise performance management and cost discipline.
• Guides the design and evolution of financial operating models and cost structures, ensuring alignment with strategic and operational priorities.
• Drives continuous improvement in FP&A processes, governance, reporting, and automation to increase efficiency, transparency, and decision support.
• Establishes financial assumptions, planning parameters, and performance frameworks to support consistent and reliable guidance.
• Partners with business and functional leaders to align forecasts, reconcile assumptions, and provide integrated financial perspectives.
• Provides oversight of financial analysis across a broad scope of business activities and adapts support as organizational priorities evolve.
• Communicates with executive presence, translating business performance, operational drivers, and strategic initiatives into clear financial insights and recommendations.
• Ensures reporting, analysis, budgeting, forecasting, cost allocation, staffing, and benchmarking activities align with enterprise financial frameworks and business objectives.
• Leads development of business cases, performance models, and financial frameworks for key initiatives, and monitors outcomes against expectations.
• Builds organizational capability by developing talent, strengthening leadership readiness, and advancing a strategic advisory approach within FP&A.
• Serves as a key finance partner across the organization to address complex business issues and promote stewardship, accountability, and effective management of enterprise resources.

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Financial Service Professional – Masters

Associate Director, Finance

Financial Planning & Analysis Specialist II

Financial Analyst

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Global Finance Lead

Manager, Financial Systems

VP, Finance – Accounting

Patient Financial Services Analyst

Senior Fair Value, Financial Reporting

Senior Claims Finance Analyst

Associate Vice Chancellor – Student Financial Services

Financial Solutions Executive II

FP&A Manager

Senior Specialized Finance Manager – Regulatory Policy and Review

Financial Analyst III

Team Leader, Financial Reporting

Financial Analyst

Executive Assistant – Financial Services

Senior Manager, Financial Planning & Analysis