Financial Planning and Analysis

• Provide analytical support to the net revenue oversight program, including creation of hindsight studies, interpretation of hindsight results and ad hoc revenue analysis.
• Understand and support critical activities relative to internal control of revenue and receivables accounting.
• Assist in the preparation of monthly Cash/AR Realization Analyses.
• Update the monthly calculation of the borrowing base for the ABL and provide analysis of the major drivers for the change in availability month-over-month.
• Prepare the quarterly AFDA and Bad Debt Analyses and identify causes for variances to trend or expectations.
• Complete monthly reconciliations for RCA AR ATB, ART, and Gross Charges.
• Perform ad-hoc reporting and analysis as needed.
• Regular and reliable attendance.

Senior Analyst, Finance

• Support our Behavioral Health facilities with financial operations, including financial planning, budgeting, reporting
• Develops and implements departmental goals, plans, and standards consistent with the clinical, administrative, legal, and ethical requirements/objectives of the organization.
• Directs and evaluates departmental operations, including patient care delivery, information technologies, service level determination, and complaint management.
• Plans and monitors of staffing activities, including hiring, orienting, evaluating, disciplinary actions, and continuing education initiatives.
• Managing the work of others, including planning, assigning, scheduling and reviewing work, ensures quality standards.
• Responsible for hiring, terminating, training and developing staff and administering corrective action.
• Prepares, monitors, and evaluates departmental budgets, and ensures compliance with allocated funding.
• Coordinates and directs internal/external audits.
• Creates and fosters an environment that encourages professional growth.
• Ensures department stays focused on their important role in the continuum of care.
• Regular and reliable attendance.
• Perform other duties assigned

Director, Finance Resource

• Lead and develop the LBS Technology Finance Function Support team, providing direction, coaching, workload prioritization, and performance management while fostering a culture of accountability and continuous improvement.
• Oversee day-to-day production support for Oracle Fusion Finance applications, ensuring timely resolution of system issues, service requests, and production incidents while maintaining operational stability.
• Partner closely with Finance leadership, Finance Operations, IT, and facility stakeholders to understand business needs, prioritize work, and deliver technology solutions that support organizational objectives.
• Manage and prioritize enhancement requests, balancing operational support with strategic initiatives, system optimization efforts, and long-term Finance transformation goals.
• Serve as the primary liaison for Finance application vendors and managed service partners, overseeing vendor performance, coordinating escalations, and ensuring successful service delivery.
• Lead application testing efforts for system upgrades, patches, enhancements, and new functionality, ensuring thorough validation and minimal disruption to business operations.
• Collaborate with Release Management, Data & Integration teams, and Finance stakeholders to support seamless application deployments and enterprise-wide technology initiatives.
• Support Oracle Fusion Finance optimization efforts across General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management, and related financial modules.
• Partner with Finance and technical teams to maintain application configuration, security, data integrity, and system performance while ensuring alignment with business requirements.
• Drive continuous process improvement by identifying automation opportunities, streamlining support processes, and implementing best practices that improve efficiency and user experience.
• Lead and support strategic Finance initiatives, including ERP optimization, Finance transformation projects, Oracle EPM (FCCS/ARCS) support, AI-enabled Accounts Payable initiatives, payment modernization efforts, and future enterprise implementations.
• Build strong relationships with business leaders and stakeholders by providing consultative guidance, communicating effectively, and influencing decisions across cross-functional teams.
• Develop and deliver end-user training, documentation, and knowledge-sharing materials to improve system adoption and support effectiveness.
• Ensure compliance with organizational policies, security standards, healthcare regulations, and internal governance requirements.
• Monitor support metrics, identify trends, and implement improvements that enhance service quality, system reliability, and customer satisfaction.

Manager, Technology Finance Support

• Create and model pro forma business cases for transformation projects
• Track spending and savings associated with transformation projects
• Develop financial models and analytical tools to support transformation initiatives
• Prepare analyses supporting transformation projects, with an emphasis on providing decision support to leadership to optimize short- and long-term business and financial performance
• Support Transformation team inputs for the Surgery Partners financial forecasting and budgeting process
• Perform ad hoc data analyses in support of transformation initiatives as directed by the VP of Transformation
• Collaborate across various company functions, including Operations, Development, Corporate Finance, Accounting, Treasury, and others, to align on project performance, project design, monthly results, and identified risks and opportunities

Financial Analyst – Transformation

• This position provides Medicaid enrollment support and financial assistance services for community-based individuals.
• Screen and assist with all steps of the Medicaid and Charity Care/Other Assistance Programs enrollment process.
• Make/take phone calls related to the Medicaid and Charity Process to both patients and Medicaid state representatives.
• Gather, verify, evaluate, and enter necessary social, financial, and medical information into various forms/applications.
• Collaborate with on-site leadership and financial counselors to ensure timely submission of Medicaid or Charity applications based off program guidelines.
• Maintain proper certification and training on federal and state level (if required).
• Maintain a knowledge base of the current Medicaid/Charity/Other Assistance Programs within the state and keep up to date with ongoing changes to any policies and procedures – Federal, State, Organization.
• Meet or exceed daily standards for performance, accuracy, customer service, and quality.
• Performs other duties as assigned.

Financial Assistance Specialist

• Lead supply chain reporting and analytics for the company.
• Business partner with Purchasing team, to support the process for input cost planning, reconciliation, and reporting that supports all key business partners.
• Collaborate with Supply chain team, driving insights into inventory management through development of reports and measuring vs. key targets.
• Support Engineering in guiding the capital budgeting and planning, cost control and review.
• Act as a facilitator in planning and tracking execution against Value Creation (cost savings) projects across the value chain.
• Support development of the annual plan, inclusive of product costings and annual planning process for cost of goods.
• Assist with the preparation of ad hoc reports, financial reviews and special projects as directed by the leadership team.
• Collaborate with accounting in period close process, provide timely and accurate analysis of financial results and variances vs forecasts / budget.

Senior Manager – Supply Chain Finance

• 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

• Play a key leadership role in technology and process assessment of an assigned Finance functional area and present recommendations on initiatives, product design and delivery to leaders and Finance product owners.
• Provide delivery-focused input into feasibility, sequencing, and execution considerations during product discovery and design to ensure that solutions align with company strategy and will have a significant impact on Finance’s value delivery, partnership engagement and contribution to Enterprise Transformation goals.
• Create business plans for assigned projects including the development of complex financial cost benefit modeling, and track performance against those plans through delivery and post-implementation.
• Research, analyze and synthesize significant amounts of information to quantify and identify business opportunities and issues
• Leverage broad Finance, operational and transformation expertise to ensure solutions are executable, scalable, and aligned to delivery objectives while supporting business goals and delivery efficiency gains to reduce costs to Finance areas while improving the experience for our customers.
• Simplify and reimagine processes to create transformational experiences through digital assets
• Lead change management, operational readiness, and business adoption efforts with clear accountability for adoption and business readiness at go-live, while acting as a champion of change leading organizations through digital transformations.
• Independently conduct complex quantitative and qualitative analysis to inform delivery decisions, risk mitigation, and execution planning.
• Constantly operate with a value delivery and partner centric mindset and leverage the ability to analyze the most important requirements of a solution that can help drive business solutions and improve the employee and partner experience.
• Own and lead end-to-end delivery of large transformation initiatives with a focus on ensuring timely delivery, quality execution, active management of risks and dependencies, and achievement of intended business outcomes.
• Leverage data and reporting to track delivery progress, communicate status, and ensure transparency of outcomes to Finance leaders, while proactively identifying risks and taking corrective action to ensure successful execution.
• Serve as a transformational leader by mentoring lower-level staff and at times may directly manage a small team of professionals.
• Establish strong, effective and collaborative partnerships with key business area leaders, project managers and subject matter experts to ensure alignment, execution discipline, and successful delivery outcomes.
• Ensure clear ownership of deliverables across initiatives, eliminating ambiguity in roles, accountability, and execution
• Collaborate with Product Owners, Finance subject matter experts, Finance change resources, and IT professionals, while managing across initiative and technical dependencies to deliver value.
• Maintain strong knowledge of emerging external trends in digital technology solutions.
• Define and track success metrics for initiatives, ensuring delivery of measurable business value and intended outcomes.
• Identify, manage, and mitigate delivery risks, dependencies, and trade-offs across initiatives and other workstreams.

Director, Finance Transformation – Finance Data

• Compile and analyze financial information for the company
• Lead various financial projects
• Partner closely with business and finance leadership to deliver insightful analysis
• Develop measures to track, trend and forecast related impacts of organizational strategic initiatives
• Run pre-established reports as well as development of new reports for internal stakeholders
• Develop metrics to evaluate financial impact of proposed contracts
• Contribute commentary/insights into the business units performance based on area specific knowledge and analysis based results/indicators
• Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
• Perform financial forecasting and reconciliation of internal accounts
• Identify and research variances
• Handle complex and high level financial analysis
• Present and discuss analysis with upper management
• Lead forecasting and budgeting processes, including quarterly forecast submissions, maintenance of a rolling forecast, and assumption-based budget planning with scenario and sensitivity analysis
• Partner closely with adjacent finance and accounting teams to support month-end close
• Lead month-end financial reporting, delivering clear variance analysis, key trends, and actionable insights versus forecast and budget to VP-level stakeholders
• Drive financial and operational analysis through reporting, forecasting support, demand/capacity modeling, workforce metrics, and data-driven insights that inform business decisions
• Provide financial oversight for technology investments and workforce decisions, ensuring alignment with budgets, forecasts, and procurement policies
• Facilitate financial support for new technology purchases, ensuring compliance with financial and procurement policies, validating financial impact and budget alignment
• Partner with BTS (Centene's Business Technology Solutions) and operational leaders to support strategic initiatives, drive informed decision-making, and maintain financial transparency

Finance Analyst IV – IT Finance

• Provide advanced financial, budgeting, planning, and operational support
• Serve as a key advisor in developing and administering annual operating budgets
• Monitor financial performance and prepare complex analyses and reports
• Manage financial operations, compliance, and foster collaboration across the college
• Support decision-making of the Dean and department heads through data analysis

Financial Analyst

• Responsible for the preparation of GAAP, statutory, and regulatory financial reporting
• Prepare monthly internal GAAP financial statements and management reporting package
• Prepare quarterly and annual NAIC statutory statements
• Prepare risk-based capital (RBC) calculations and regulatory filings
• Consolidate and analyze financial results across the group's entities
• Prepare, review, and post month-end journal entries
• Prepare quarterly and annual income tax provisions
• Own the income tax compliance workpaper-preparation
• Prepare and coordinate recurring indirect and local tax filings
• Research and respond to tax notices and agency correspondence
• Develop reports and perform validation and user-acceptance testing for Workday changes
• Identify and implement process improvement and automation opportunities

Senior Accountant, Financial Reporting and Tax

• Assist with the preparation of monthly forecasts, annual operating budgets, long-range planning, and Capital Expenditure Requests (CERs)
• Prepare financial reports and analyze variances between actual results, forecasts, budgets, and prior periods
• Maintain financial models, forecasting schedules, dashboards, and management reporting
• Monitor forecast accuracy and recommend improvements to planning assumptions
• Analyze revenue and expense activity to identify trends and investigate reporting discrepancies
• Maintain financial tracking schedules and supporting business reports
• Identify opportunities to improve financial reporting processes, forecasting accuracy, and operational efficiency
• Support implementation of reporting enhancements and process improvements
• Assist with audit requests, reporting requirements, and financial documentation
• Prepare recurring and ad hoc financial analyses for management
• Develop reporting packages and dashboards that support departmental decision-making
• Support additional finance projects and responsibilities as assigned
• Perform additional duties and projects as assigned

• 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.
• collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
• 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 – Merrill Advisor Development Program

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Memphis/Little Rock Market

• Experience all facets of our Accounting and Finance organizations during a two-year rotational program
• Work with accounting team members to prepare and analyze financial reports, budgets, and forecasts
• Collaborate with finance team members and senior management to develop business plans and evaluate proposals
• Rotate in areas like ERP, Production, Operational Excellence, and Supply Chain

Rotational Development Program, Accounting & Finance

• 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

• Provide personalized guidance to help patients understand and manage healthcare-related financial obligations
• Review benefits, estimate out-of-pocket costs, facilitate payment arrangements
• Maintain communication with client patient care advocate or designated personnel
• Calculate patient liability estimates and collect payments at point of service
• Address billing and coverage inquiries, maintain account documentation

Senior Financial Navigating Specialist

• Receives, validates and enters information into Finance systems.
• Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
• Monitors and updates controls to ensure compliance.
• Conducts independent analysis for the purpose of resolving complex and varied work process issues.
• Accurately process deposits for COBRA checks and provider refunds.
• Address customer service call logs concerning check tracers.
• Run financial reports and analyze data to support business operations.
• Assist with various financial operations tasks and projects as needed.
• Work closely with team members and other departments to resolve issues and enhance operational efficiency.

Financial/Accounting Operations Specialist

• 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 Planning and Analysis jobs in Tennessee

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Senior Analyst, Finance

Director, Finance Resource

Manager, Technology Finance Support

Financial Analyst – Transformation

Financial Assistance Specialist

Senior Manager – Supply Chain Finance

Equipment Finance Regional Sales Manager

Director, Finance Transformation – Finance Data

Finance Analyst IV – IT Finance

Financial Analyst

Senior Accountant, Financial Reporting and Tax

Financial Analyst

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – Memphis/Little Rock Market

Rotational Development Program, Accounting & Finance

Financial Analyst

Senior Financial Navigating Specialist

Financial/Accounting Operations Specialist

Senior Financial Analyst, Payments

Financial Service Analyst