Financial Planning and Analysis

• Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations
• Lead complex operational engagements often with multiple junior team members to deliver exceptional results
• Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations
• Utilize operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks
• Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth
• Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions
• Build long-term client relationships and drive superior operational outcomes based on unique business insights
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving
• Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights
• Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements
• Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further
• Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line
• Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills

Senior Consultant, Financial Operations

• Lead the end-to-end change strategy for Finance Forward, ensuring alignment with program goals, workstreams, and the Finance SLT.
• Conduct periodic change readiness assessments to identify risks, resistance, and mitigation plans.
• Create clear, actionable plans that drive adoption of new processes, tools, dashboards, and operating models.
• Own the Finance Forward communications plan, including ongoing updates, campaigns, and storytelling for all levels of the finance organization.
• Partner with Finance communications and senior leaders to ensure message alignment, consistency, and clarity.
• Publish quarterly Finance Forward scorecard highlighting transformation success metrics.
• Drive adoption and awareness of Finance Forward program goals and progress throughout all levels of the finance organization.
• Build capability and readiness across all finance teams through targeted trainings, engagement, and enablement efforts.
• Develop and manage feedback mechanisms, including monthly group and periodic 1:1 stakeholder engagements.

Finance Transformation Change Management Lead

• Responsible for the timely and accurate preparation of external financial statements and all related filings
• Provides assistance with complex financial statement transactions and filings
• Prepares filings using the general ledger system and financial statement preparation software
• Assists with responses to government and regulatory agencies requests and inquiries
• Provides information for external audits
• Participates in the evaluation of anticipated transactions and assists with implementing needed changes to the financial statements and related disclosures
• Recommends and develops enhancements to accounting methods and procedures

Senior Financial Reporting Accountant

• 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

• Manage the department with respect to workflow, production, and quality standards
• Review and participate in budget and financial forecast processes
• Review and analyze reports, records, and directives
• Evaluate and update policies and procedures of the department to improve quality
• Prepare and analyze reports on departmental and organizational activities
• Develop and maintain financial models to support forecasting, workforce capacity planning
• Partner with operational leaders to translate business demand forecasts into staffing and financial plans aligned with organizational objectives
• Analyze workforce, operational, and financial performance metrics to identify trends, risks, and opportunities for improvement
• Prepare and present financial analyses, forecast updates, and variance explanations

Manager, Financial Planning

• 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

• 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

• Leads evaluation of complex, cross-business strategic initiatives, including growth strategy, monetization, portfolio optimization, and regulatory impacts
• Develops executive-ready recommendations, including options, trade-offs, and risks
• Supports development of long-term strategy for priority businesses and enterprise initiatives
• Leads business case development, scenario analysis, and market assessments
• Evaluates enterprise implications of market, regulatory, and competitive dynamics
• Leads and develops a team of senior individual contributors; manages prioritization and deliverables
• Partners with cross-functional stakeholders to align on strategic recommendations
• Influences senior leadership decisions in a highly matrixed environment

Director, Strategic Planning

• 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

• Execute day-to-day operational tasks for our clients including payroll processing, benefits administration, AP/AR workflows, and equity grant tracking
• Apply operational best practices and support implementation of systems like Gusto, Rippling, Deel, Carta, and Bill.com
• Communicate with clients regularly to provide updates and address their operational needs
• Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
• Conduct research on operational tools and best practices required for customer service delivery
• Keep operational projects on track with ongoing monitoring and status updates
• Support successful compliance requirements by tracking deadlines and ensuring timely completion
• Execute the strategies to address areas of opportunity within Pilot Financial Operations
• Implement improvements in operational and business KPIs for Financial Operations
• Recommend and drive process improvements to maximize accuracy and efficiency within our offering

Associate, Financial Operations

• Implement rigorous problem-solving to help solve clients' operational challenges on how to manage payroll, benefits, compliance, and financial operations
• Own communication with clients regularly to provide our recommendations and manage expectations
• Bring operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, and equity administration
• Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring for status updates and escalation management
• Support successful compliance requirements and deadlines by tracking and ensuring timely completion
• Refine the strategies to address areas of opportunity within Pilot Financial Operations
• Recommend and contribute to process improvements to maximize accuracy and efficiency within the Financial Operations offering

Financial Operations Consultant

• 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

• Responsible for driving strategic operational and financial operations initiatives for healthcare facilities.
• Provides oversight and leadership on financial controls, month-end financial close, and budget preparation process.
• Ensures accurate financial reporting, including audit and financial compliance.
• Provides financial analysis to senior leadership and facility leadership in support of operational considerations.
• Supports succession planning by developing new and existing facility Chief Financial Officers for their next leadership step.
• Creates an environment of accountability in achieving budgeted metrics and/or targets.
• Identifies opportunities for financial operations improvement and/or increased compliance with established financial controls.
• Supports facility Chief Executive Officers in selection and ongoing performance assessments of facility Chief Financial Officers.
• Assumes a lead role in analyzing and exploring means of reducing facility operating costs and increasing revenues based on knowledge of market trends, financial reports, and operating procedures.
• Exhibits a comprehensive understanding of healthcare regulatory and compliance.
• Skilled in the application of policies and procedures.
• Knowledge of Business Office Standards and Recommended Practices.
• Knowledge of Generally Accepted Accounting Principles (GAAP), Securities and Exchange Commission (SEC) regulations, and state regulatory environments as needed.

Assistant Vice President – Finance Operations

• Develop strategic annual and long-range operating budgets and P&L for Vanderbilt Enterprises.
• Prepare financial reports, P&L statements, and executive memos for senior leadership.
• Analyze financial data to support budgeting and decision-making, providing clear, actionable insights.
• Manage P&L across key Vanderbilt Enterprises portfolios, including licensing, retail, athletics, continued learning, events, and partnerships.
• Drive monthly, quarterly, and annual forecasting processes.
• Monitor KPIs and develop data-driven insights to inform performance and continuous improvement.
• Lead business case development and financial modeling for new ventures and strategic initiatives.
• Support capital planning, investment analysis, and evaluation of external partnerships and financing structures.
• Evaluate partnership ROI and commercial relationships.
• Support pricing strategy and revenue optimization across key business lines.
• Oversee royalty income calculation, invoicing, and auditing.
• Build and lead a high-performing finance function.
• Foster a culture of innovation, accountability, and fiduciary responsibility across the organization.
• Develop and enhance operational procedures.
• Represent the department in strategic meetings.
• Provide training on financial and operational systems.
• Drive organizational change and process improvements.
• Manage HR lifecycle from onboarding to retirement.
• Oversee complex HR transactions and policy compliance.
• Lead recruitment and selection processes.
• Design comprehensive onboarding and exit processes.
• Collaborate with FUM/HCM staff within Vanderbilt Enterprises and foster professional development.

Finance Director

• Serve as a strategic thought partner at the intersection of finance, data, and commercial decision-making.
• Own high-visibility analytical programs that directly shape pricing strategy, assortment investment, and category portfolio decisions—operating with a high degree of autonomy.
• Influence senior leadership and cross-functional teams across Merchandising, Marketing, Supply Chain, and FP&A.

Principal Financial Analyst – Merchandising Finance

• Define and lead Budget, forecast, and strategic planning processes and full Group deliverables
• Own line of business (LOB) timelines, deliverables and quality standards of P&L financial results and performance insights against all formal targets including Budget, STIP, and Business Cases
• Integrate quickly with Line of Business (LOB) senior/executive leadership to deliver and drive results
• Actively engage and influence functional leaders as well as your Finance counterparts
• Lead and develop a team of individuals through applying established coaching practices, succession planning and empowerment of the team
• Ensure cultural alignment, development, emergency cover, succession planning, and work/life balance
• Be the focal point to drive cultural change for more informed and improved returns on marketing investments across the organization
• Develop meaningful insights and metrics to drive financial performance
• Oversee deal management, deal flow and pricing analytics ensuring adequate guard rails in place for P&L management and deal preservation
• Own the LOB/functional area close process for month end
• Oversee a team of managers and analysts, own full P&L accountability, and play a leadership role in scaling global FP&A practices

Director, FP&A OTR

• Lead the development and implementation of financial strategies that support the organization’s objectives
• Provide financial insights and recommendations to senior leadership to drive decision-making
• Work closely with the executive team to align financial goals with the overall business strategy
• Develop, review, and update the organization’s annual budget and financial forecasts in coordination with other departments
• Oversee the preparation of accurate financial statements, reports, and analyses
• Ensure that financial reporting is compliant with healthcare regulations and accounting standards
• Conduct regular financial performance reviews and analysis, identifying areas for cost savings
• Lead the budgeting process, ensuring that budgets are in line with organizational goals
• Oversee cash flow management, ensuring the organization has sufficient liquidity
• Ensure compliance with all healthcare financial regulations
• Manage, mentor, and develop the finance team
• Implement financial controls and procedures to monitor and track spending
• Evaluate and streamline financial processes to improve efficiency.

Director of Financial Operations

• Assist in tracking and analyzing monthly Key Performance Indicators (KPIs) including revenue growth, gross margins, and customer acquisition costs.
• Support the annual budgeting process and monthly rolling forecasts, helping to compare actual financial results against targets.
• Help analyze ingredient sourcing costs, manufacturing variances, and logistics expenses to identify cost-saving opportunities.
• Conduct ad-hoc research on trends in the pet food industry, e-commerce channels, and competitor financial performance.
• Assist in preparing weekly and monthly financial decks for senior leadership and department heads (Sales, Marketing, Ops).

Finance Intern

• Serve as financial advisor and/or interim leader to executive stakeholders
• Lead complex finance engagements including Interim Finance Leadership (CFO, FP&A, Treasury), Core Finance (Budgeting & Forecasting, Treasury Management, Working Capital Optimization), Finance Transformation (Operating Model Design, Process Automation, Data Analytics), Finance Strategic Planning (Capital Markets Support, Governance)
• Oversee engagement delivery quality, economics, risk management, and client satisfaction
• Provide strategic guidance on finance governance, controls, compliance, and organizational effectiveness
• Lead executive workshops, steering committees, and board-level presentations
• Develop and expand executive-level relationships with existing and prospective clients
• Lead proposal development, solution shaping, pricing strategy, and contract negotiations
• Identify market trends and develop differentiated OCFO service offerings
• Mentor and develop high-performing consulting teams across finance transformation disciplines

Senior Director, Financial Advisory

• 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.

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