Financial Planning and Analysis

• Managing and executing the month-end close process including booking journal entries, approving journal entries, preparing reconciliations and approving reconciliations
• Maintaining the general ledger on Epicor including all sub-ledgers as well as system reports and account mappings
• Serving as Epicor accounting system and ARM PO system SME, managing system upgrades and troubleshooting system issues
• Serving as Project Manager on future business migrations, including Chart of Accounts mapping, new bank account set up, Supplier and Customer onboarding, etc.
• Accounting for compensation and benefits expense; including recording and validating the accuracy of payroll, benefits, commissions, recruiting and contract labor related costs
• Managing Sr. Accountant and overseeing customer billings, accounts receivable, collections, deferred revenue accounting, intergroup and intercompany accounting, cash accounting and bank account reconciliations
• Managing Sr. Financial Analyst and overseeing prepaids, lease accounting, fixed assets, accounts payable, AP accruals and budgeting & forecasting
• Entering reporting data into HID management reporting system (Oracle & OneStream)
• Managing sales and use taxes and administering sales tax system (Avalara AvaTax)
• Reporting income tax, property tax, sales tax and 1099
• Maintaining required business licenses
• Managing Supplier and Customer Master records
• Providing Finance review of all Purchase Orders
• Handling Treasury tasks including approving pay runs, ACH batches and wires, maintaining bank relationships, updating signatories and opening/closing accounts, as needed
• Managing corporate cards and Travel & Expense (T&E) reporting system
• Managing payroll and payroll tax reporting
• Preparing fluctuation analyses
• Implementing and documenting internal controls and procedures
• Managing annual internal controls assessment and providing support to auditors as needed
• Providing input on enhancements or changes to the current accounting function and systems as business needs evolve
• Providing ad-hoc reporting

Senior Finance Manager

• 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

• Advise the CEO, CFO, and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit
• Guide the Business Unit’s financial planning process, including annual budgeting, as well as analyzing plan versus actual variances
• Develop and monitor our annual budget and in-year forecasts. Develop forecasts and guidance models to guide towards the achievement of those forecasts, in partnership with other finance teams on a monthly, quarterly and annual basis.
• Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) as well as analysis of important business trends, actual versus budget variances and comprehensive executive-level analyses.
• Provide ad hoc support for HR, External reporting, and Functional groups
• Provide financial modeling and financial analysis for ad-hoc financial projects.
• May manage/ supervise an ad hoc team for financial reporting needs
• Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.

Director, FP&A

• involved in budgeting, strategic planning, variance, patient account and operations data, and ad-hoc analysis processes
• provides support in the development, analysis, and interpretation of a variety of routine to minimally complex data sources
• performs duties under initial close supervision
• supports in the preparation of routine to minimally complex financial analysis, variance reports, and ad hoc reports
• works with internal customers to develop and prepare quantitative reports using data sources to analyze clinical and operational issues

Financial Analyst

• managing a financial center and its employees on a day-to-day basis
• operating as a business owner and fostering a team environment
• instilling an effective client-centric and risk culture in the center
• helping clients achieve their financial goals
• ensuring operational excellence and cohesive effectiveness
• develops talent, including proactive sourcing of candidates
• manages client traffic, engaging and appropriately routing clients, and fostering client retention
• manages business results through formalized management routines and coaching
• creates a world-class client experience environment
• manages market-level initiative prescribed by market leaders
• drives operational excellence by engaging employees on business strategy
• manages organizational priorities and effective execution

Financial Center Manager

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Manager, Commercial Finance

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience
• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions
• Recommend investment products and services suitable for prospects
• Balance investment growth, referral activities, and personal growth according to both day-to-day and longer-term planning
• Organize and manage resources to run a productive practice
• Seek the expertise of specialists to identify planning and investment strategies
• Complete mandated training, assessments, and performance goals

Financial Advisor, Utah Market

• Handle inbound inquiries from leads regarding Merrill offerings
• Position the extensive capabilities of Merrill and Bank of America
• Collect necessary client profile data, following standard KYC procedures to open accounts as appropriate
• Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Document all client interactions and opportunities within Salesforce accurately

Financial Advisor, Merrill Advisor Development Program

• Working with high-net worth individuals identifying needs and developing relationships
• Reviewing financial goals and delivering comprehensive recommendations that align with clients' needs
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and executing customized solutions
• Recommending investment products and services suitable for prospects
• Balancing investment growth, referral activities, customer follow up, and personal growth and development
• Organizing and managing resources to run a productive practice
• Completing mandated training, assessments, performance goals, and continuing education requirements

Financial Advisor

• Lead teams to drive corporate recovery, restructuring, exit strategies, non-performing or distressed investments, and insolvency.
• Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel
• Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations
• Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
• Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives
• Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management
• Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed
• Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships
• Proactively lead in business development efforts by instigating and managing marketing activity
• Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed
• Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process.
• Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses

Senior Manager, Corporate Finance – Restructuring

• Manage daily cash positioning, liquidity management, and short-term forecasting to ensure adequate funding for operational and strategic needs.
• Oversee the accurate and timely execution of treasury transactions, ensuring service levels, control effectiveness, and risk mitigation across teams and processes
• Monitor and reconcile bank accounts to ensure accuracy, completeness, and account integrity standards across Treasury Operations.
• Maintain compliance with regulatory requirements and internal policies related to treasury, liquidity, capital, and risk management.
• Direct strategic bank relationship activities, including account management, signatory governance, bank services, and ongoing communication with financial institutions.
• Perform analysis of bank fees and services to optimize cost efficiency and effectiveness.
• Provide analysis and recommendations that inform liquidity, cash utilization and treasury related strategic decisions.
• Assist in implementing new banking services, systems, and operational enhancements that affect multiple workstreams.
• Develop, maintain, and enhance treasury procedures and internal controls.
• Drive treasury transformation initiatives that improve efficiency, automation, scalability, and control effectiveness across multiple operational areas.
• Support internal and external audits by providing documentation and ensuring adherence to established controls.
• Collaborate with senior leadership on improvement opportunities that directly impact Treasury Operations and dependent business areas.

AVP Treasury Operations

• Play a leading role in the monthly financial reporting consolidation process
• Own the preparation and review of 10-Q and 10-K filings
• Ensure the completeness and accuracy of quarterly cash flow and earnings per share calculations
• Partner with the disclosure committee to facilitate timely and accurate review of SEC filings
• Oversee the preparation of MD&A, collaborating closely with investor relations, business unit accounting teams, and FP&A
• Lead the research, documentation, and implementation of complex technical accounting matters and new accounting standards
• Support investor relations in the preparation and review of earnings releases, investor presentations and call scripts
• Participate in quarterly allowance and legal contingency meetings to ensure reasonableness of key estimates
• Review the quarterly tax provision for accuracy and ensure all disclosure requirements are met
• Act as a liaison with external auditors to ensure smooth, timely reviews and audits of quarterly and annual financial statements
• Review and provide comments on all other SEC filings

Manager, Financial Reporting

• 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

• Support multiple contracts supporting the various Strategic Deterrence Systems portfolio
• Act as the primary finance focal point for multiple Estimate at Completion (EAC) processes
• Coordinate with program management, engineering, and supplier management
• Prepare and review numerous Finance CDRLs including IPMDARs, CFSRs and CSDRs
• Oversee EVM processes related to DFARS externally reported programs
• Utilize CSPR tools for DCMA audits and ensure compliance with EVM and DFAR Contracts
• Support financial forecast and Long Range Business Plan
• Maintain the program cost baseline, monitor actual costs, and optimize financial structures
• Coordinate monthly EAC updates, ensuring accurate final cost projections
• Implement formal contract modifications and baseline changes into the financial system
• Prepare and submit formal Contract Data Requirements List (CDRL) financial reports to the customer

Financial Analysis Business Unit Integrator – Experienced/Senior

• Provides project support to ensure the timely and effective completion of construction projects.
• Responsible for tracking construction project budgets, procedures and documentation.
• Processes source data documents while performing routine and detail-oriented finance functions at a high level of productivity and accuracy.
• Completes project tasks such as analyzing, researching, reconciling and problem solving.
• Provides support to the system construction team by supporting the bid review process.
• Maintains construction project financial tracking and procedural policy adherence.
• Researches and resolves issues and errors and notifies appropriate personnel to prevent future occurrences.
• Takes an active role in improving and standardizing procedures and processes to prevent errors and improve efficiencies.
• Coordinates closely with the fixed asset team to provide project timelines, accurate spend detail and timely project closeout.

Capital Finance Coordinator

• Lead the product mapping process for advisors
• Drive accountability for investment product initiatives
• Review strategic approaches and effectiveness of product due diligence
• Develop appropriate solutions for recruit's product mapping decisions
• Make decisions in complex situations requiring knowledge of business areas
• Collaborate with onboarding team to drive initiatives
• Present at Advisor Recruit Due Diligence
• Assist new recruits to ensure comfort with onboarding

Onboarding Investment Consultant

• 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 Service Analyst

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams such as TPA fees, recoveries, subrogation, and salvage.
• Take reporting from raw data to finished deliverable, on time, accurately, and with the right stakeholders pulled in when data is missing.
• Identify anomalies in the data and chase them down before they reach the report.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate, timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement.
• Assist in developing financial models and tools that improve claims analysis and forecasting.
• Run continuous improvement on the recurring deliverables, including automating manual steps so errors do not recur.
• Work closely with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Present complex information clearly to both technical and non-technical stakeholders.
• Stay informed on industry practices and regulatory changes that affect reporting.

Claims Finance Analyst

• Processing payments, adjustments, claims, correspondence, refunds, denials, financial/charity applications, and/or payment plans
• Research payments, denials and/or accounts to determine short/over payments, contract discrepancies
• Makes appeals and corrections as necessary
• Works as a member of the patient financial services team to achieve goals in days and dollars of outstanding accounts
• Correcting incorrect registration and updating application and billing out the claim
• Responds to incoming calls and makes outbound calls as required

Financial Planning and Analysis jobs in Utah

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Senior Finance Manager

Financial Assistance Specialist

Director, FP&A

Financial Analyst

Financial Center Manager

Manager, Commercial Finance

Financial Advisor, Utah Market

Financial Advisor, Merrill Advisor Development Program

Financial Advisor

Senior Manager, Corporate Finance – Restructuring

AVP Treasury Operations

Manager, Financial Reporting

Financial Analyst

Financial Analysis Business Unit Integrator – Experienced/Senior

Capital Finance Coordinator

Onboarding Investment Consultant

Senior Financial Analyst, Payments

Financial Service Analyst

Claims Finance Analyst

Patient Financial Services Representative – Ambulatory Billing and Claims