Financial Planning and Analysis

• Prepare financial analysis in support of sales planning, forecasting and reporting
• Partner cross-functionally and act as a financial advisor to support the sales team’s delivery of KPIs
• Prepare financial data to be presented at monthly business reviews and financial reviews
• Support month-end close, forecast, and reporting activities
• Develop understanding of packaged food categories, retailers, consumers, and competition to drive decisions rooted in strategy

Senior Analyst, Finance

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities
• Lead sales segmentation analyses to define customer/account tiers, coverage models, and sales motions
• Own or support territory planning, including territory design, book balancing, account assignment logic, and recommendations to improve coverage and productivity
• Partner with Sales, Finance, GTM, and Analytics to translate topline goals into territory, segment, and rep-level plans
• Develop the business cases, analytics, and recommendations behind changes to coverage, capacity, incentives, and go-to-market design
• Establish performance frameworks and dashboards to monitor whether segmentation and territory decisions are improving productivity, growth, and customer outcomes
• Drive annual and in-year planning processes, including target setting, performance reviews, and executive-level business updates

Senior Strategic Planning Manager – Agent Sales

• Partner with internal teams to identify, prioritize, and deliver enhancements across multiple domains: Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale.
• Collaborate with diverse technical and non-technical stakeholders to define, document and execute product strategies and roadmaps.
• Lead cross-functional initiatives, including but not limited to new investment product launches, to improve user experience for internal teams and clients.
• Support escalated issues from the Product Support team, ensuring timely resolution and effective communication.
• Drive change management and adoption of new features and processes across platforms and teams.
• Rationalize and articulate priorities based on business impact and strategic alignment.
• Operate with a strong sense of ownership and accountability for outcomes.
• Continuously learn and adapt to evolving business needs and technology landscapes.
• Document and refine business processes, workflows, and reporting outputs.
• Manage a portfolio of integration and enhancement activities from planning to execution.

Product Manager, Investment Platform

• Act as a key member of a dedicated middle office team
• Coordinate with internal stakeholders and external counterparties
• Review private deal pipeline on a regular basis
• Analyze legal documents, such as credit agreements and fee letters
• Assist in managing all banking, custodian and facility relationships
• Oversee outside stakeholder reporting and communication
• Develop a complete understanding of the roles and responsibilities
• Participate in developing and documenting operational policies, procedures and controls
• Ensure proper operational procedures and controls are followed

Senior Associate, Investment Operations – Private

• Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan
• Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments
• Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical
• Support client-related requests from the Clinical Care team to improve the patient’s experience
• Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively
• Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health
• Managing client schedule, scheduling and rescheduling appointments
• Complete all documentation in a timely and accurate manner
• Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources
• Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc.

Patient Finance Specialist

• Oversee and prepare group consolidations in support of quarter- and year-end close
• Support the US GAAP external and internal reporting process
• Prepare the financial reporting requirements for any Debt Issuance
• Ensure all controls and government processes are being followed and accurately recorded
• Assist with the maintenance and ongoing development of the internal control framework
• Participate in process improvement and other ad hoc projects as required
• Act as a key liaison with internal and external auditors on financial reporting
• Significant interaction and coordination with actuarial, investments, and tax teams

AVP, Financial Reporting

• Monthly financial/operations reviews
• Explains key drivers behind financial performance
• Presents analysis, insight and action to group’s leadership team
• annual bottoms-up build for labor and controllable cost items
• formal quarterly reviews with physician partners on financial performance of joint venture facilities
• identify opportunities for operational improvement
• build models, assess projects and pitch all potential new and acquired clinics
• partner with Division Vice Presidents to analyze, review and recommend overall divisional growth strategy
• lead the bottoms-up build of future operating plan
• interpret data, develop solutions, and effectively communicate your recommendations to senior leadership
• drive accountability to action plans committed by Divisional Vice Presidents

Senior Division Finance Analyst

• 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

• Verifies claims are received by the payer and follows up to obtain payment via phone calls, portal or website use.
• Reviews claim adjustment reason codes or explanations of benefits received by the payer to determine reasons for denials.
• Evaluates next steps and takes action to call payer, follows up with a resubmission or dispute/appeal/reconsideration.
• Drafts an appeal or completes reconsideration forms based on payer requirements.
• Obtains and sends medical records during the appeals process when needed.
• Calls patients or payers directly to obtain needed information to resolve an account balance.
• Identifies trends with payor rejections or denials and escalates these trends to leads/supervisors.
• Uses computer systems/technology to locate claims information to resolve account balances.
• Maintains compliance with patient financial services policies and procedures.
• Reviews accounts based on patient or departmental inquiries.
• Works with other Mercyhealth departments if outstanding questions are not resolved.

Patient Financial Services Follow Up

• Define goals for Slate’s auto loan and ancillary product offerings.
• Align business goals with regulatory requirements and partner capabilities.
• Work closely with engineering, design, and operations to deliver product and pricing changes on time.
• Help prioritize backlog based on impact, effort, and strategic considerations.
• Serve as the business owner for partner integrations, ensuring seamless data exchange, underwriting logic, and compliance alignment.
• Analyze funnel performance, approval rates, and funding metrics to identify optimization opportunities and drive continuous improvement.
• Define and track KPIs such as approval rates, take rates, funding rates, and NPS.
• Build dashboards and reporting tools to monitor health and inform decision-making.

Director, Financial Services

• Serve as a trusted Finance Business Partner to the Global Workplace Services organization, providing financial guidance, analysis, and decision support
• Lead and support monthly and quarterly close, forecast updates, variance analysis, and management reporting processes
• Prepare clear commentary and insights for Finance leadership and Global Workplace Services leadership, including analysis of operating expenses, headcount-related costs, capital plans, project spend, and regional trends
• Support the Strategic Planning Review and Annual Operating Plan processes, including planning assumptions, financial models, and executive-ready reporting
• Partner with Global Workplace Services leaders to evaluate priorities, assess financial impacts, and support resource allocation decisions
• Support monthly Design & Delivery reporting, including financial updates on active projects and related OpEx and CapEx impacts
• Prepare monthly restructuring forecasts and related analysis as needed
• Develop ad hoc reporting, financial models, and presentations to support special projects and cross-functional initiatives
• Work closely with Accounting, Finance, and business partners to improve policies, procedures, reporting, and alignment between actuals, forecasts, and planning processes
• Drive process improvements across FP&A and the broader Finance organization to improve accuracy, efficiency, consistency, and business insight

Senior Financial Analyst – Global Workplace Solutions

• Drive ETF sales and AUM growth across key US distribution channels, including Registered Investment Advisors (RIAs), independent broker-dealers, platforms, and institutional investors
• Develop and execute a national sales strategy aligned with the company's product positioning and brand
• Build and maintain strong relationships with financial advisors, investment committees, and home office contacts
• Represent the firm at industry conferences, webinars, and client meetings
• Collaborate closely with the Israel-based headquarters on product knowledge, market intelligence, and strategic initiatives
• Gather market feedback and competitive insights to inform product development and marketing strategy
• Recruit and build a high-performing sales team as distribution scales

ETF Sales Director

• Own and operate dashboards, reporting structures, data mapping, and ongoing maintenance within Datarails.
• Regular involvement with budgeting and forecasting models and underlying assumptions in close coordination with the VP of Finance and FP&A Manager.
• Run, forecast, and manage the company’s 13-week cash flow model.
• Detailed analysis on key monthly driving factors of P&L trends.
• Ownership of sales performance trends, board reporting, pipeline management, commission calculations.
• Ownership of closed/won opportunity auditing and tracking of sold but not yet implemented orders.
• Build partnerships and collaborate with various leaders of the business to support data-driven initiatives and KPI tracking.
• Perform ad hoc financial and operational analysis, identify process improvement opportunities, and support special projects as business needs evolve.

FP&A Analyst

• Ensures the 24x7 operation and administration of distributed payments systems supporting the high-value, high-availability of Fedwire businesses.
• Ensures Wholesale Services and Account Balance Services applications are available according to their business requirements while providing premium customer service to the Federal Reserve System districts and other application users.
• Coaches and reviews the work of others. Addresses more complex problems and manages projects.
• Responsible for the large-scale clearinghouse/transaction processing activities for the Fed ACH and Check business lines.
• Provides real-time support for Check/ACH processing.
• Performs application health/monitoring for core processing platforms and satellite/subsystems.
• Supports operations/production issues and incident management.
• Responds to issues or problems that arise in day-to-day operations and serves as first line of escalation.
• Directs and coordinates daily workflow, customer requests, and team responses to operational incidents and service disruptions in a leadership role.
• Oversees team functions and provides appropriate escalation and communication to Management.
• Documents production issues and resolutions for future reference.
• Conducts analyses to understand operational, customer volume, etc., trends/patterns to assist with process improvements and solutions.
• Performs operational statistical analysis and estimates future payment volume.
• Participates/Supports business testing, defect management, and other activities to launch core processing platforms and/or satellite/subsystems enhancements or new product/services.
• Participates in and supports management of Payment Processing’s role in the testing, installation, implementation, and configuration of code releases, products, interim fixes, business resumption testing, and other production initiatives.
• Assists with the creation and development of business requirements.
• Holds scaled decision rights to perform key tasks.
• May perform ancillary tasks to support other business operations depending on shift.
• Provides leadership, work direction and support to less experienced staff.
• Exemplifies exceptional customer service and team-oriented behaviors.
• By example and action, assists the team to achieve the same.
• Takes personal responsibility to maintain and advance personal knowledge of various systems, business needs, and to expand on leadership and management skills.
• Serves as role model and advisor to other team members.
• Has a clear understanding of the need to elevate other staff members’ knowledge and takes action to see it is achieved.
• Develops and revises procedures, defines processes, and provides training for users.
• Provides instrumental guidance and training for teammates.
• Directs group efforts, ad-hoc analysis, issue escalation, and other problem solving.
• May directly lead or otherwise influence small to large sized teams in assigned initiatives.
• Provides project updates/general communications to all levels of staff, management, and senior management.
• Represents operational teams during project meetings.
• Communicates with outside vendor personnel.
• Coordinates efforts with outside team leadership.
• Serves as project manager for process improvement efforts.
• Generally, functions independently with minimal direct supervision and able to manage responsibility with flexibility and focus.
• Understands the demands of leading, managing, and supporting an operation and possess the required knowledge, skills, and temperament to switch from a task to an operational demand or issue, which requires immediate attention, and then resume work on the original task.
• A self-starter with the discipline to achieve deliverables, adapt priorities, and manage the rapidly changing demand of the operation and or project assignments.

Senior Systems Operations Specialist – Lead

• Assist in the development of annual budgets, monthly forecasts, and long-range financial plans
• Support the implementation and ongoing management of Workday Adaptive Planning
• Collaborate cross-functionally to gather inputs, assumptions, and key business drivers
• Analyze financial performance vs. budget/forecast; highlight variances, trends, risks, and opportunities
• Build and maintain financial models that inform business decisions and strategic initiatives
• Support creation of dashboards and data visualizations for senior leadership (Power BI preferred)
• Support the management budgets for multiple departments with a focus on ROI and fiscal discipline
• Identify opportunities to improve financial processes, automation, and accuracy

Financial Analyst

• Support rolling forecasts (e.g., 3+9, 6+6, 9+3, 10+2) and 13-week cash forecasting
• Maintain and update forecast assumption inputs across clinics
• Assist with base vs downside scenario analysis
• Track assumption changes and document rationale for version control
• Support enterprise rollups from clinic-level forecast templates
• Perform ad hoc analyses to support operational, growth, and integration decisions
• Analyze clinic-level performance trends and flag emerging issues
• Support provider capacity, visit volume, and staffing-related analyses
• Help translate operational data into financial implications
• Assist in preparing executive-ready materials (slides, summaries, dashboards)
• Support the VP Finance in framing financial performance for executive leadership, operations leadership, and board or investor materials (as needed)
• Ensure consistency in definitions, metrics, and messaging
• Work with HR to incorporate provider starts, exits, and ramp assumptions
• Interface with Operations to validate clinic access and capacity assumptions
• Coordinate with Accounting and FP&A to ensure alignment between forecasts, actuals, and cash
• Support the Forecast Assumptions Working Group process
• Maintain standardized forecasting templates and documentation
• Help improve forecasting processes for scalability and simplicity
• Assist in onboarding new clinics or acquisitions into finance models
• Support continuous improvement initiatives within the Finance function

Junior Business, Financial Analyst

• Lead portfolio strategy and procurement execution for Capital Investments and Manufacturing Real Estate & Facility Services (MREF), including automation systems, manufacturing equipment, facility construction projects, and infrastructure investments.
• Acts as a critical interface between Manufacturing and Supply Chain Engineering, Facilities, and Global Procurement.
• Partner with Manufacturing and Supply Chain Engineering, Facilities, Operations, and Global Procurement stakeholders to align sourcing strategies with business, facility, and infrastructure requirements.
• Develop and implement sourcing and portfolio strategies for Capital Investments and MREF in alignment with Resmed's operational and strategic objectives.
• Negotiate complex commercial agreements and manage strategic supplier relationships to optimize quality, service, delivery, and cost performance.

Senior Manager, Portfolio Management – Capital Investments, MREF

• Recommends, interprets, disseminates, and implements unit-focused fiscal policies and procedures, ensuring compliance with established rule, regulations and financial guidelines
• Participates in the development, maintenance, and monitoring of automated financial information systems
• Analyzes financial information and makes recommendations to unit leadership
• Serves as a subject matter expert to unit leadership regarding financial operations, status and reporting, and recommends process improvements
• May exercise supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 FTE or equivalent employees
• Identifies, verifies, and audits financial charges, credits, and authorizes payments

Financial Manager

• Perform budgeting, forecasting, variance analysis, and financial reporting, and management reporting for Enterprise Technology organizations.
• Coordinate team activities and monitor the collection of financial input data from different departments.
• Perform financial data integrity checks and summarize, transform, and validate data to support planning and decision-making.
• Analyze financial and operational performance and prepare management reporting, forecasts, and presentations for Finance and Technology leadership.
• Support long-range planning, scenario modeling, budgeting, executive and board reporting, and ad hoc analyses to inform strategic business decisions.
• Source and analyze data for business analytics, including scenario analysis, what-if analysis, time series trending, drill down analysis, resource planning, and identification of business drivers.

Technology FP&A Lead Analyst

• support and assist Client Operations
• monitor and process custody related events accurately
• ensure prompt follow up on exception situations
• facilitate timely problem resolution
• perform daily maintenance and record keeping for Syndicated Bank Loans
• process trades
• produce daily roll-forward proof of portfolio holdings
• prepare standard and ad hoc reporting for customers
• respond to customer queries and resolve inquiries promptly
• ensure adherence to Standard Operating Procedures
• assist management in implementation of new policies

See all jobs on JobTailor