Financial Planning and Analysis

• Design and implement FP&A processes for engineering headcount, program costs, R&D spend, and capital allocation
• Build financial models that translate engineering roadmaps into resource plans, hiring forecasts, budget commitments, and strategic scenarios
• Partner with Engineering and Program Management to enhance program cost accounting framework
• Define chart-of-accounts conventions, cost center structures, and reporting hierarchies
• Create monthly/quarterly operating cadence: actuals reviews, variance analysis, re-forecast processes
• Deliver reporting and analytics for leadership's insight into burn, capacity, and program financial health
• Support implementation of financial planning tools and systems
• Assume full P&L ownership for an assigned product line
• Drive pricing strategy, make-vs.-buy decisions, and resource allocation

Director, Strategic Finance

• Develop and maintain multi-year program and project budgets to include budgeting for personnel (labor) and non-personnel resources (hardware, software licenses, infrastructure, etc.).
• Coordinate with multiple stakeholders within the agency to manage the PEO budget activities, including the PEO Chief, Program and Project teams, IT Operations team, Capital Planning and Investment Control (CPIC) team, and Comptroller team.
• Coordinate with, and provide oversight of, four major IT modernization programs managed by the MILDEPs and Defense Finance and Accounting Service (DFAS).
• Develop key metrics for tracking and forecasting of budget planning and execution to provide analytical insight to executive management.
• Utilize intermediate Excel skills to manage all data entry, analysis, and reporting. Requires understanding of best practices for structuring data, creating pivot tables, utilizing financial functions, and creating appropriate graphics.
• Utilize critical thinking to conduct budget oversight and financial analysis to include monthly, quarterly, and annual deep dive of budgeting, execution, and forecasting activities to ensure financial fidelity and stewardship.
• Lead financial related meetings and activities with multiple stakeholder groups.
• Manage procurement requests.
• Assist with design of Power BI interface for data visualization and reporting.
• Develop reports in MS-PowerPoint to brief executive leadership on PEO financial status.
• Support other Project Management activities, as needed.

Financial Analyst

• Lead the week-to-week and month-to-month forecasting, tracking, and reporting of expenses and headcount.
• Ensure leadership receives accurate financial insights and reporting packs ahead of key business reviews.
• Collaborate cross-functionally with revenue operations, department budget owners, and global finance teams.
• Maintain and refresh monthly and weekly GTM expense and headcount forecasting models.
• Run the monthly soft-close process to bridge financial planning and accounting data while ensuring high precision across all financial outputs.
• Prepare comprehensive reporting deliverables, including Monthly Business Reviews, Finance Review Packs, and All Hands presentation materials for leadership.
• Assist with capacity planning, deal review processes, and annual budget consolidation as strategic projects evolve.

Financial Analyst, 6 month contract

• Review all construction related documents in a Borrower’s loan request including but not limited to construction contracts and construction plans and specs.
• Reviews Borrower’s requested General Contractors to ensure they have acceptable experience and financial wherewithal to complete the construction project.
• Works with third party construction management vendors to manage construction project’s progress to ensure projects are staying within budget.
• Processes construction loan draws per Loan Policy and SBA (if applicable) regulations.
• Prepare and process loan disbursements and maintain disbursement history, including associated invoices, in accordance with the appropriate authorization.
• Assist with imaging of the loan closing documents and reviews for accuracy and completeness of required information.
• Organizes the loan file to ensure efficiency of loan to progress.
• Partners and assists the servicing specialists’ team as well as other team members to ensure the smooth and efficient flow of information.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements.
• Adheres to policy & procedure of Franchise Finance group and must comply with BSA/AML/OFAC regulations and guidelines.
• Assists with various administrative tasks to support department operations, as directed; may also be assigned special projects.
• Perform other duties as assigned or as required based on business needs or upon management’s discretion.

Construction Loan Manager – Franchise Finance

• Review and annotate transactional agreements, including LPAs, side letters, SPAs, APAs, DPAs, MSAs, and NDAs.
• Analyse legal terms, obligations, negotiation points, and commercial risks.
• Draft sample clauses and practical contract examples.
• Review credit agreements, banking documents, leases, employment agreements, and IP licences.
• Evaluate SaaS, cloud, data privacy, and technology-related contracts.
• Provide structured feedback on contract drafting and enforceability.
• Explain complex legal concepts in clear and practical language.
• Identify market standards, sector-specific issues, and drafting best practices.
• Collaborate with other legal experts to improve the quality of project materials.

Private Equity & Investment Funds Attorney – AI Training

• Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
• Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
• Develop personalized action plans based on individual client needs and circumstances.
• Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics.
• Assist clients in understanding the financial implications of homeownership and making informed decisions.
• Build productive relationships with Bank Partners and community organizations for shared client referrals.
• Enroll clients into client management system and encourage them to do so through our website.
• Establish and maintain strong relationships with clients, fostering trust and open communication.
• Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.
• Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
• Maintain accurate and detailed records of client activities, using HUD guidelines.

Financial Wellbeing Coach – Homeownership

• Support annual budgeting and ongoing forecasting processes across assigned business units
• Track submissions, coordinate inputs, and manage timeline logistics
• Consolidate BU inputs into standardized formats
• Assist in maintaining financial models and related automation efforts to support planning and decision-making
• Perform initial variance analysis, trend analysis, and data pulls
• Prepare first draft outputs for SFA review
• Prepare regular financial reports (weekly, monthly, quarterly) for internal stakeholders and automate / streamline recurring deliverables over time
• Maintain reporting and planning tools (e.g., Adaptive Insights) and inputs (actuals, headcount, etc.)
• Assist in developing KPI dashboards and tracking performance metrics
• Support long-range planning and strategic initiatives through analysis and research
• Help automate processes and update documentation
• Perform ad hoc analysis to support team and business needs

Junior Financial Analyst

• Report to the NA Finance Director and assume a strategic role in the overall management of the business unit.
• Have primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the business unit.
• Work closely with operational and commercial leaders to provide financial insights, improve profitability, and support sustainable growth.
• Assess organizational performance against both the annual budget and the business units long-term strategy.
• Develop tools and systems to provide critical financial and operational information to the Site Director and make actionable recommendations on both strategy and operations.
• Participate in key decisions pertaining to strategic initiatives, operating model and operational execution.
• Prepare and maintain regular financial planning reports; Monthly profit and loss forecast by division (vs. budget).
• Oversee cash flow planning and ensure availability of funds as needed.
• Manage work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic.
• Monitor all open legal issues involving the business unit/industry.

Senior Manager, Finance

• Support monthly, quarterly, and annual financial reporting
• Run variance analyses and identify trends, risks, and opportunities
• Play a key role in our strategic and operational planning cycles
• Build financial models for business cases and strategic initiatives
• Monitor KPIs and translate insights into meaningful recommendations
• Prepare presentations and insights for senior leadership, including the Executive Team
• Conduct scenario analyses to evaluate business decisions
• Drive improvements in financial processes, tools, and reporting

Financial Planning & Analysis Analyst

• Support all NDWA grant budgets and reports to ensure high-quality, consistent data; serve as the key liaison between FP&A and Development on grant strategy.
• Support the Director of Finance in financial tracking, reporting, and compliance for government, foundation, and private grants, ensuring funds are allocated correctly.
• Monitor restricted vs. unrestricted funding to ensure proper fund release and accurate reporting to grantors.
• Partner with Programs and Development to build budget templates aligned to funding proposals, detailing personnel allocation, OTPS, and indirect expenses in line with NDWAs mission and vision.
• Maintain a comprehensive filing system for grant agreements, reports, and key correspondence, including the TRNA file for revenue releases.
• Assist with quarterly forecasts, budget variance analysis, and multi-year financial models to support strategic planning.
• Support the development of FP&A in evaluating new funding opportunities, modeling complex budgets and assessing current revenue streams to identify the best scenarios for NDWA.
• Assist in Preparing project budget proposals, budget-vs.-actual reporting, and carryover projections for institutional funders.
• Work closely with the Director of Finance (Care in Action) to ensure seamless coordination between NDWA (501(c)(3)) and Care in Action (501(c)(4) and Super PAC).
• Support inter-organizational transfers and cost-sharing allocations, ensuring compliance with legal and financial regulations while maintaining appropriate entity distinctions.
• Work with the Director of Finance to Align budgeting, reporting, and financial policies across entities.
• Prepare journal entries for grant-related expenses and reclassify transactions to the correct cost centers and expense categories.
• Prepare monthly variance reports and lead quarterly check-in meetings with budget managers.
• Coordinate with key personnel to revise budgets throughout the year and the life of each initiative, fostering collaborative grant oversight.
• Serve as support architect of the in-house budgeting and reporting tool, continuously improving its efficiency to adapt to new needs.
• Manage staff allocation: update allocation percentages in Proliant and Financial Edge (including retroactive reclassifications) and maintain the budgeted staff allocation table for accurate forecasting.
• Maintain accounting codes (e.g., program and project ID) and the chart of accounts across systems; partner with the Tech team to ensure integration and data synchronization between Financial Edge, Martus, and all reporting systems.
• Support the Director of Finance and Deputy Controller during the annual budgeting process, ensuring alignment with organizational financial goals.
• Assist in preparing written financial policies, procedures, and training materials for all budgeting and software processes.
• Participate in cross-training across the Finance Department.
• Maintain the security and confidentiality of sensitive data with a high degree of professionalism.
• Perform other duties as assigned by the Director of Finance and VP of Finance.

Financial Planning and Analysis Specialist

• Partner with the finance leadership team to develop and adhere to the finance roadmap
• Collaborate with IT and other business units to coordinate initiatives
• Manage shared resources and ensure projects are delivered on time and budget
• Ensure leadership is aware of risks, issues and dependencies
• Provide guidance on implementation of finance department initiatives
• Advise on the development and implementation of process improvements
• Act as primary liaison between Finance, IT, and business partners for technology-enabled projects
• Promote a culture of continuous improvement within Finance

Director, Finance Transformation – Execution

• Support enterprise-wide financial planning, forecasting, reporting, and analysis
• Analyze cost drivers, manage budgets, explain variances, and deliver insights for decision-making
• Own corporate-level forecasts, budget support, and long-range planning cycles
• Lead monthly and quarterly variance analysis and identify key drivers impacting financial results
• Build and maintain financial models for business cases and strategic initiatives
• Prepare executive-ready materials and collaborate with various teams for data accuracy

Financial Analyst 2

• Own strategic financial-services engagements
• Lead discovery with banks, PE firms, hedge funds, and asset managers: what matters to the investment team, what problems they are solving, and which workflows are worth automating
• Define scope—what is the right thing to build—and own success metrics, pilot design, and commercial structure
• Drive deployment and rollout across front-office teams, with real revenue responsibility alongside Sales
• Be the demo and technical proof engine
• Build and deliver compelling, workflow-specific demonstrations: screening, comps, diligence, earnings analysis, research synthesis, portfolio monitoring
• Prototype workflows, skills, and connector configurations hands-on in Perplexity Computer and the API Platform to prove value in the customer's own use cases
• Run pilots and evaluations that hold up to scrutiny from skeptical analysts and PMs
• Bring domain judgment to the product
• Translate how deal teams, research desks, and portfolio managers actually work into product, connector, and data-partnership priorities
• Assess whether we have the right market data, filings, transcripts, and research integrations to serve each finance sub-vertical—and drive the roadmap where we do not
• Codify repeatable engagement patterns: discovery templates, finance-specific reference workflows, demo libraries, and deployment playbooks
• Operate as the commercial lead
• Own senior relationships with investment professionals and technology leaders; move engagements through qualification, scoping, proposal, pricing, legal, and close
• Create urgency, write crisp follow-ups, and know when to push and when to wait

AI Strategist, Financial Services

• Serve as a key member of the Executive Leadership Team, helping shape and execute MSH's strategy
• Act as the President and CEO's principal advisor on financial strategy, business performance, organizational investments, strategic pricing, enterprise risk, and capital allocation
• Provide independent, data-driven counsel that improves strategic decision-making and promotes accountability for organizational performance
• Evaluate strategic opportunities, investments, partnerships, restructuring initiatives, and business models to ensure alignment with MSH's mission and long-term financial sustainability
• Partner with senior executives, country leaders, and operational teams to strengthen business performance and improve decision quality
• Challenge assumptions, evaluate trade-offs, and ensure that leadership decisions are informed by sound financial analysis
• Advise on resource allocation and investment priorities, balancing mission impact, financial performance, and organizational capacity
• Lead the development and execution of MSH's long-range financial strategy and multi-year financial plans
• Establish the vision and systems necessary for robust organizational financial planning, budgeting, forecasting, scenario modeling, and performance management capabilities
• Establish financial and operational performance metrics that enable leadership to assess organizational health, profitability, efficiency, and growth
• Provide forward-looking analysis and recommendations regarding financial trends, funding risks, cost structures, and revenue diversification opportunities
• Develop financial scenarios and strategic options that support informed decision-making under changing market and donor conditions
• Collaborate with executive leadership to identify and evaluate new revenue streams, partnerships, and funding opportunities
• Ensure pricing, cost recovery, indirect cost management, and business development strategies support organizational growth and sustainability
• Partner with business development and program leaders to evaluate market opportunities and ensure financial viability of strategic initiatives
• Foster an entrepreneurial culture that encourages innovation and continuous improvement
• Ensure the financial integrity, stability, and sustainability of the organization through effective stewardship of resources
• Maintain effective systems of internal control that safeguard organizational assets and ensure accountability
• Oversee cash flow, treasury management, investments, liquidity planning, and working capital optimization
• Continuously assess financial risks and develop mitigation strategies to strengthen organizational resilience
• Ensure compliance with nonprofit accounting standards, donor regulations, tax requirements, and all applicable legal and regulatory obligations
• Provide strategic financial guidance and analysis to the Board of Directors and Audit Committee
• Serve as the liaison with the Board Finance Committee
• Present financial performance, forecasts, strategic investments, and enterprise risks in a clear and compelling manner to governance bodies
• Provide executive oversight of accounting, financial reporting, budgeting, treasury, payroll, financial systems, grants financial management, and related finance functions
• Ensure accurate, timely, and transparent financial reporting for leadership, donors, regulatory bodies, and the Board
• Drive standardization, simplification, and harmonization of finance processes across MSH's global operations
• Build, develop, and lead a high-performing global finance organization
• Establish clear expectations, performance standards, and development opportunities for finance staff
• Strengthen leadership capabilities across the finance team and develop succession plans for critical roles
• Promote collaboration and strong partnerships across functions, geographies, and organizational levels.

Chief Financial Officer

• Partner with executive leaders and functional leaders to drive critical business decisions. Build trusted relationships and proactively surface insights, risks, and opportunities.
• Build and own financial models, including capacity and benefits modeling. Prepare strategic trade-off analyses that help leadership prioritize investments so Notion scales responsibly.
• Partner with Corporate Finance, Accounting, and cross-functional teams to deliver monthly and quarterly reporting and forecasting. Ensure accurate, timely reporting, providing clear variance explanations, and translating results into actionable recommendations for executives and functional leaders.
• Identify and implement AI and automation-driven improvements that allow financial processes to scale, drive real-time reporting, and enable impactful analyses.
• Deliver thoughtful ad hoc analyses for executive and business partner with strong judgment, speed, and attention to detail.

Strategic Finance, Business Partnership, Workflow Automation

• Lead Workiva’s global Financial Services vertical strategy across Banking, Insurance, and Asset Management
• Develop and execute quarterly, annual, and multi-year business plans aligned with corporate strategy, vertical opportunity, revenue goals and customer success
• Define and maintain a vertical-specific solution roadmap in collaboration with Product, Engineering, and Marketing, with clear alignment to financial services customer needs
• Ensure vertical-specific business KPIs are defined, measured, and used to continuously improve performance and inform decision-making
• Serve as the market-facing executive for the Financial Services vertical, regularly engaging with global customers, partners, and advisory firms to understand emerging needs and shape value-driven solutions
• Build trusted relationships with C-level stakeholders, particularly within the Office of the CFO and Business Transformation functions

Vice President – Solutions, Financial Services

• Provides analytical support for the financial positioning and future growth of assigned area/region.
• Leads in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall system and entity strategic goals and objectives.
• Provides high level of financial expertise through analysis and interpretation of data gathered for decision support.
• Leads key financial processes within assigned area or region (e.g. operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis) by coordinating resources and communication and leading process teams.
• Ensures regulatory compliance within the assigned business unit(s).
• Initiates and directs the identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis.
• Implements and help guide processes to implement changes based on data.
• Provides direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality.
• Prepare accurate and timely management and regulatory reports by accessing information from a variety of sources and utilizing consistent reporting formats and assist in the development of meaningful performance measures.
• Works on complex problems in which analysis of situations or data requires an in-depth evaluation of various factors.

Senior Financial Analyst

• Own day-to-day financial operations, including accounts payable, accounts receivable, vendor management, reimbursements, and payment approvals.
• Lead monthly close processes, revenue recognition, financial reporting, and ensure accurate books across the business.
• Manage tax filings, compliance, and financial operations across multiple jurisdictions.
• Build financial models, cash flow forecasts, runway analyses, headcount planning, and scenario modeling to support decision-making.
• Partner with leadership on fundraising, investor reporting, due diligence, and board materials.
• Improve internal financial processes, policies, and tooling to help the business operate more efficiently as we scale.
• Support insurance renewals and other operational initiatives that keep the business running smoothly.

Strategic Finance

• Lead company-wide FP&A processes (budgeting, pacing, consolidated forecasting (3 statements), AOP)
• Track company-wide performance against plan via monthly forecast updates, and provide transparency to business leaders via reporting and live reviews
• Communicate key financial and operational metrics to create transparency into performance and inform strategic and operational decisions
• Develop and maintain long term financial models that accurately forecast revenue and profitability
• Develop and maintain long term financial models (long range planning) that accurately forecast revenue and profitability
• Play a key leadership role in the development of executive, investor and board material presentations
• Manage financial forecasting systems (e.g. Adaptive, Netsuite) and tools
• Partner with the Accounting team to lead a robust monthly close process
• Collaborate across the broader Finance team and other multifunctional teams to support strategic decisions with financial/economic analysis and insight
• Effectively manage team priorities, deliverables, and set clear expectations to ensure consistent quality, on-time delivery of all key deliverables.
• Lead by example and be a champion of all company policies, including safety, attendance & security
• Proactively identify ways to improve our core FP&A processes
• Drive key IPO readiness initiatives, inclusive of quarterly earnings simulation

Financial Planning and Analysis jobs in United States

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Director, Strategic Finance

Financial Analyst

Financial Analyst, 6 month contract

Construction Loan Manager – Franchise Finance

Construction Loan Manager – Franchise Finance

Private Equity & Investment Funds Attorney – AI Training

Financial Wellbeing Coach – Homeownership

Junior Financial Analyst

Senior Manager, Finance

Financial Planning & Analysis Analyst

Financial Planning and Analysis Specialist

Director, Finance Transformation – Execution

Financial Analyst 2

AI Strategist, Financial Services

Chief Financial Officer

Strategic Finance, Business Partnership, Workflow Automation

Vice President – Solutions, Financial Services

Senior Financial Analyst

Strategic Finance

Director, Corporate Finance – Strategy