Financial Planning and Analysis

• 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

• Manages the analytics and risk assessment of a portfolio of existing Native American Financial Services (NAFS) relationships
• Compiles required due diligence information for existing and new client opportunities.
• Develops and maintains covenant and relevant compliance reporting processes.
• Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval.
• Maintains an active dialogue with the client's financial team regarding present financial conditions and forecast trends.
• Evaluates covenant compliance for each client and requests for waivers and amendments.
• Participates in communication with outside legal counsel (bank and client) on documentation development for credit and deposit products.
• Underwrites new credit requests for existing and prospective clients.

Senior Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

• Responsible for supporting the development, implementation and monitoring of medical/financial risk
• Identifies, assesses, and mitigates any medical or financial risk that arises from inadequate or failed processes, people, systems, or external events
• Maintains a balance between risk mitigation and efficiency
• Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed
• Follows established guidelines/procedures

Medical/Financial Risk Evaluation Professional

• 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

• Provide the financial leadership to our business decision making
• Ensure accurate and timely financial reporting
• Analyze data and provide management with assessments of key projects
• Support continuous improvement activities to achieve world-class financial reporting standards
• Oversight of the Foodservice Carton & Specialty Region’s financial personnel and processes
• Analytical support for all activities and processes of Plant Leadership teams

Foodservice Finance Manager

• Oversight of the Midwest Region’s financial personnel and processes.
• Analytical support for all activities and processes of Plant Leadership teams in the Midwest Region.
• Key processes include monthly close, monthly financial forecasts, annual operating plans and compliance matters.
• Analysis and evaluation of the Region’s monthly operating results, annual budgets, monthly production and financial forecasts, and weekly results reporting.
• Provide analytical support for cross functional projects including but not limited to customer profitability analysis and pricing.

Finance 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

• 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

Strategic Financial Lead – Fractional or Retired CFO

• The Senior Financial Analytics Professional manages data to support and influence decisions on day-to-day operations, strategic planning and specific business performance issues.
• The Senior Financial Analytics Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
• This position utilizes financial modeling of operational revenues and analytics skills while working in Medicare risk adjustment.
• Additionally, you will work to build consensus with multiple stakeholders and deliver insights that will help program managers meet operational needs in a dynamic environment.
• The MRA finance team within Quality & Cost Strategy (QCS) is responsible for projecting and tracking risk adjustable revenue.
• Specifically, this role projects and tracks risk adjustable revenue from prospective programs and other strategic initiatives to inform the overall revenue forecast.
• Claims data as well as data from CMS are utilized to project revenue generated from specific programs.
• The primary tools used in this position to validate and analyze data are SQL and Excel pivots.
• The Senior Financial Analytics Professional collates, models, interprets and analyzes data to identify, explain, and influence variables and trends.
• Enhances modeling techniques. May possess financial or actuarial background. Begins to influence department’s strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components.

Senior Financial Analytics Professional

• Manage Best Buy portfolio financial reporting and process settlements according to contractual obligations
• Take responsibility for the accurate reporting of accounting reconciliations on Citi reporting tools
• Review and examine key controls for accounting process across multiple process being handled
• Focuses on the implementation of policies and procedures
• Partner with key stakeholders including legal entity managers, Balance Sheet control group (BSCG), Global process lead (GPL) & Global process owner (GPO) across multiple locations communicating progress on assigned process completion
• Identify and appropriately highlight / escalate potential issues relating to account with stakeholders
• Applies in-depth understanding of concepts and procedures within own area and advanced knowledge of other areas to resolve issues that have impact beyond own area
• Demonstrates an advanced understanding of how multiple process collectively integrate to contribute to achieving business goals
• Directly impacts the leadership in multiple process through responsibility for delivery of end results leading to business solutions
• Ensures essential procedures are followed and contributes to defining standards
• Provides assurance and partners with audit team to monitor controls and accuracy of accounting
• Persuades and influences others through strong communication and diplomacy skills
• Has the ability to operate with a limited level of direct supervision
• Can exercise independence of judgement and autonomy
• Acts as SME to senior stakeholders and/or other team members
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
• Performs calculations of GL entries for monthly revenue share and various business accruals
• Participates in monthly income statement reviews during month end close process; identifies drivers of period over period variances
• Prepares monthly partner settlement documents and revenue share calculations

Finance Lead Analyst, VP

• report to the Financial Accounting Senior Lead Analyst for THD, Macys, Best Buy, and LL Bean portfolio activities
• calculate, prepare, and present portfolio revenue share payouts to key stakeholders
• process general accounting functions for partner portfolios within Consumer Credit Cards
• participate in monthly income statement reviews during month end close process and research variances
• preparation of monthly partner settlement documents for partner payments
• maintain strong interactive relationship with business, FP&A team and settlement team on the partner deliverables

Senior Finance Reporting Analyst

• Transition the agency’s financial infrastructure from founder-led management to a professional, automated, and scalable system
• Develop financial models to track and optimize performance for state contracts , ensuring high data integrity and compliance
• Create a yearly 'anchor' budget and rolling quarterly forecasts to guide the CEO through rapid team expansion and new site development
• Oversee the accuracy of QuickBooks Online and ADP integrations, ensuring tax-optimized mapping and 'best-in-class' reporting
• Serve as the senior financial advisor for agency stability, continuity planning, and long-term institutional readiness

Fractional CFO – Systems & Strategy Lead

• Under general supervision, learns to perform duties as a Financial Analyst on the Financial Planning and Analysis team.
• This position has the responsibility for supporting analytical activities related to financial planning and analysis for our consumer and commercial lending products (auto, real estate and credit cards) and expense analysis.
• Must be comfortable working with large amounts of data in multiple systems and can synthesize it into actionable insights.
• Frequent collaboration with other areas of the credit union is expected.

FP&A Intern

• Complete specialized training to gain complete understanding of the financial aid cycle, federal regulations and all aspects of internal and external compliance.
• Review student files before awarding to complete any federal or institutional verification, C-Flag requirements.
• Evaluate student files for eligibility of federal, state, institutional, and private financial aid programs.
• Review documentation surrounding unusual circumstances by making adjustments or revisions to costs, need, or dependency status.
• Identify missing, incomplete, or incorrect student information and resolve through communication with the Student Finance Counselors.
• Troubleshoot processing problems and technical issues with regard to the system and Colleague software.
• Consult with the appropriate resources.
• Other responsibilities as assigned.

Financial Aid Specialist

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies to safeguard clients' assets and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor

• Acts as the “go to” person for analytics, data modeling, and financial figures
• Demonstrates a comprehensive understanding of business operations, financial processes, and company products/services.
• Uses in-depth knowledge of finance to enhance the business unit’s performance and provide valuable insights.
• Exercises broad discretion over work deliverables and performance expectations, ensuring high-quality outputs.
• Owns planning and forecasting process from topline net sales to full P&L for all or part of the Bracing & Supports business unit.
• Helps lead the execution of key initiatives (e.g. process improvements, cost reduction, sales analytics, finance operating model execution, and data-driven insights).
• Uses financial models to assess tactical initiatives and support strategic decision-making.
• Continuously challenges the status quo and seeks optimal way of supporting the business needs.
• Shares strong opinions and perspectives on analyses and performance – has a voice in the room.
• Analyzes and reports on full Profit & Loss (P&L) variances for the consolidated business unit, function, or region.
• Creates and maintains management reports, such as operational and business review reports, to track the performance of the business unit.
• Evaluates historical business performance, identifying opportunities for cost savings and revenue growth.
• Communicates proactively with the team, delivering analyses and preparing presentations to explain financial developments and project outcomes.
• Collaborates directly with stakeholders as a business partner, developing work products and analyses to inform well-documented business decisions.
• Partners with cross-functional teams in the organization to understand business questions and requirements, and prioritize business needs.
• Mines and manages data from relational databases and systems, ensuring high data integrity and resolving reporting errors.
• Works independently under limited supervision, often taking the lead on assigned workstreams and projects, acting as a key finance business partner for stakeholders.
• Serves as the primary resource within the business unit for addressing stakeholder needs and challenging business assumptions.

Senior Financial Analyst

• collaboration with managers, directors, and senior leadership on monthly productivity and remediation of variances.
• coordination on and completion of annual operating budgets.
• Responsible for month end closing cycle, including reviewing financial information, journal entries, and reviewing for accuracy.
• maintaining and reporting of management systems, reviewing all financial data for accuracy.
• Collaborates with accounting staff for fair financial representation.
• Maintains various departmental statistical and financial data.
• Projects may include evaluating the financial impact of new programs, preparing projections for new building projects, and other projects.

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