Financial Planning and Analysis

• Acquire core financial services licenses
• Connect with existing Equitable clients
• Work with clients to help them realize their financial goals

Financial Professional

• Provides timely and accurate metrics on schedule and cost performance utilizing Earned Value or related processes
• Supports all baseline development activities and development of charge numbers and WBS as applicable
• Provides updates/changes as required, for programs with and without Earned Value requirements, in applicable tools (ERP or Cobra)
• Provides analysis and reports on the performance variances to budget and assist with recovery plans as needed
• Analyzes and reports risks & Opportunities to the baseline cost, schedule, and the EAC
• Ensures timely maintenance of the Project-Activity Structure (Charge Numbers)
• Provides timely completion of the Estimate at Complete (EAC) process, processing time-phased estimate to complete updates, and EAC package support for Program Financial Planning and Reporting
• Develops and Monitors the program level time-phased plan to support an overall program level view of revenue for forecast, budget, and 5-year planning processes
• Provides the financial data inputs, analysis, and applicable variance narrative for Program Management Reviews (PMRs) and Quarterly Business -Reviews (QBRs)
• Provides timely invoicing and collection of customer receivables
• Reviews and communicates the status of program financials, including the status on funding, and disposition of funding that is subject to cancellation
• Performs other duties as assigned

Program Finance Analyst 2

• Oversee the FP&A teams in developing robust financial reporting, forecasting, and analytical processes that align with the company’s long-term strategic objectives
• Lead the refinement and enhancement of financial models, including scenario analysis, three-statement modeling, cash flow forecasting, and cohort analysis, ensuring accuracy and relevance for strategic decision-making
• Collaborate within finance and with operational leaders to drive the implementation of new models that reflect business changes, ad hoc analysis or acquisitions, and ensure these models are utilized effectively across the organization
• Manage the financial integration of newly acquired entities into the broader forecasting and reporting framework, ensuring smooth transitions with minimal disruptions to ongoing operations
• Serve as a key strategic partner to executive leadership, providing financial insights that inform both short-term actions and long-term business planning
• Ensure the financial planning teams are delivering accurate monthly, quarterly, and annual forecasts, while continuously improving processes for efficiency and precision
• Lead the preparation and presentation of financial reports and analysis to executive leadership, the board, and external stakeholders, ensuring clarity and actionable recommendations
• Mentor and develop managers and senior financial analysts, fostering a culture of continuous learning and innovation within the FP&A function

VP, Finance

• Lead monthly EBITDA and CAFD forecasting, annual budget development, and long-range financial planning for assigned assets
• Identify financial risks and opportunities; partner with asset management and operations to surface and quantify key drivers
• Prepare and maintain financial models supporting portfolio performance tracking and scenario analysis
• Ensure all variances exceeding materiality thresholds are accompanied by complete driver narrative including one-time vs. recurring characterization and forward-looking outlook
• Own all quarterly deliverables required by bondholders for an assigned asset portfolio
• Draft investor-ready financial narratives including EBITDA and CAFD variance analysis, integrating operational and market drivers
• Prepare and respond to ad hoc financial inquiries from external partners, ensuring accuracy and professional presentation
• Coordinate quarterly Board meetings including materials preparation, logistics, and follow-up for senior leadership
• Support partner requests related to financial reporting, distributions, and portfolio-level performance
• Prepare executive-quality financial presentations for board-level audiences
• Support strategic transactions including tax equity buyouts, JV sell-downs, and asset-level transaction events
• Contribute to deal analysis, financial due diligence, and transaction close activities as needed
• Assist with portfolio-level initiatives and cross-functional workstreams across finance, legal, treasury, and operations

Senior Analyst, FP&A

• Manage and resolve general liability, property loss, and bodily injury claims and litigation of Church departments, ecclesiastical leaders and Church affiliate organizations in an honest, effective, fair and appropriate manner.

Claims Specialist I, Risk Management Team

• Conduct detailed review of closing due diligence documents for accuracy, completeness, and adherence to terms of bank approval and policies.
• Engage and coordinate with necessary third parties, including attorneys, title, appraisers, accountants, consultants, and engineers.
• Facilitate assigned commercial loan closings and pipeline to ensure that all closing requirements are met and that closing deadlines are achieved for each loan file.
• Work with underwriters to fulfill conditions of loan commitments, clear loans for closing, and document approved exceptions.
• Discern and fully resolve all issues that may emerge during the loan closing process.
• Review all due diligence documentation in conjunction with third-party legal teams and management to ensure enforceability and clarity.
• Identify missing documents or discrepancies in closing packages and ensure timely satisfaction of requirements.
• Effectively communicate any changes to management and third-party legal teams. This could include but is not limited to drafts of credit memos, Bank approvals, change in terms, etc.
• Coordinate scheduling of loans for closing with all parties involved and prepare loan closing worksheets for funding.
• Ensure loans are accurately boarded into core system and all supporting documentation is turned over.
• Maintain superior level of customer service with customers, bank employees, and department members.
• Audit and ensure loan package accuracy including all packaging documents, satisfaction of credit conditions, overall compliance, bank and regulatory guidelines.
• Prepare change in terms or engage legal to facilitate loan amendments for servicing requests, resizings, or changes of control in accordance with bank approval and under the direction of the manager.
• Communicate effectively and proactively across multiple channels and internal and external parties to support the team value of transparency, to ensure the appropriate tone, and promote excellent independent problem-solving skills.
• Maintain professional and technical knowledge of all regulations related to closing and post-closing procedures.
• Assist in the portfolio management of an existing portfolio of assets and serve as a resource within the team.
• Perform other duties as assigned.

Loan Processor – Energy, Infrastructure, Project Finance

• Lead the end‑to‑end underwriting process for energy, infrastructure, and project finance transactions, including loans, tax equity investments, and syndicated facilities.
• Build and maintain strong working relationships with clients, internal origination teams, and third‑party providers to obtain all information necessary for a complete and accurate credit assessment.
• Develop, analyze, and review complex financial models and projections to evaluate project cash flows, sensitivities, and key risks.
• Underwrite and support the ongoing servicing of Shared National Credit (SNC) loans, working alongside agent banks and participating lenders.
• Perform independent credit analysis, annual reviews, amendments, waivers, and servicing actions for SNC transactions in accordance with intercreditor agreements and regulatory expectations.
• Coordinate with internal stakeholders and external lender groups to support credit approvals, servicing actions, and portfolio monitoring for SNC exposures.
• Review agent bank credit packages, financial models, and reporting to assess ongoing performance and emerging risks within SNC portfolios.
• Perform comprehensive credit analysis by reviewing financial statements, project contracts, legal documentation, and third‑party reports to assess project viability through underwriting and closing.
• Prepare clear, well‑reasoned credit memoranda for loan committee review, outlining transaction structure, key risks, mitigants, and recommendations.
• Conduct market, industry, and company research to support underwriting assumptions and credit conclusions.
• Review and interpret complex legal and structured finance documents related to energy, infrastructure, and project finance transactions.
• Independently underwrite syndicated loans for both new originations and ongoing servicing actions.
• Lead credit analysis for early‑stage development opportunities and complex deal structures.
• Take primary responsibility for portfolio underwriting assignments involving multiple common facilities.
• Support ongoing portfolio management activities and serve as a subject matter resource for the team.
• Review the work of other underwriters for accuracy, completeness, and adherence to credit standards.
• Lead and participate in cross‑functional initiatives focused on process improvement, training, and knowledge sharing.
• Develop working knowledge of USDA programs and regulations under the OneRD Initiative, with particular emphasis on REAP and B&I eligibility, as applicable to energy and infrastructure projects.
• Communicate effectively and professionally across multiple channels with internal teams, clients, and third‑party vendors.
• Maintain a positive, professional demeanor when managing deadlines, changes, and transaction challenges.
• Perform other duties as assigned.

Underwriter – Energy, Infrastructure, Project Finance

• This position is involved in budgeting, strategic planning, variance, patient account and operations data, and ad-hoc analysis processes, which are used to ensure sound financial operations and producing financial planning and analytical solutions (financial forecasts, reports, dashboards, tools, etc.) for leadership and stakeholders across the organization that supports business or clinical initiatives.
• This position provides support in the development, analysis, and interpretation of a variety of routine to moderately complex data sources to support process improvement, operations, strategy, and cost reduction.
• Typically this position performs analysis on complex projects, following established procedures, under limited supervision.
• Provides subject matter expertise to ensure sound financial operations.
• May train or mentor other analysts.
• Leads activities related to the budgeting, strategic planning, variance reporting, and ad-hoc analysis processes for a facility, region, division, or may work as part of a system-wide team.
• Leads in the completion of specifically defined tasks related to several routine and non-routine / complex functions (e.g. operating budget, capital budget, strategic planning, patient accounts and operations).
• Accountable for timely and accurate completion of assigned tasks.
• Leads in the preparation of 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.
• Acts as a technical expert and resource for others on financial systems and processes.
• Acts as a problem solver and mentor for others.

Financial Analyst II, Senior

• Support the annual budget and in-year forecast process for the Process and Discrete Manufacturing business units
• Help prepare Monthly and Quarterly reporting packages
• Execute recurring FP&A functions
• Build financial models and run ad-hoc analyses for special projects
• Investigate anomalies in data systems and surface findings with clear analysis

Financial Analyst

• Own and lead the end-to-end accounting function: close, GL, reconciliations, technical accounting, and GAAP financial reporting.
• Lead and scale the accounting team (currently: Controller, Accounting Manager, and two Staff Accountants).
• Drive a fast, repeatable, and audit-ready monthly close process with strong documentation and controls.
• Own Tapcheck’s relationship with our Big Four auditor, including audit planning, deliverables, and execution.
• Build the finance foundation for future SOX readiness and SOC 1 efforts.
• Own FP&A including budgeting, forecasting, long-range planning, KPI reporting, and executive financial packages.
• Own treasury operations including liquidity planning, cash forecasting, and banking relationships.
• Own debt / capital markets activities including lender reporting, covenant compliance, and capital strategy.
• Own tax strategy and compliance, managing external partners and ensuring proactive, accurate execution.
• Improve finance systems, workflows, and automation to support scale (Workday experience strongly preferred).
• Partner cross-functionally to ensure financial rigor, operational alignment, and high-quality reporting.
• Establish the governance, reporting, and operational discipline required for IPO readiness (even if not immediate).

VP, Finance – Accounting

• Establish and oversee Student Financial Services protocols within the university
• Ensure the expeditious processing of student funding for UA Grantham students in a legally compliant and ethical manner
• Ensure accuracy and integrity of the student accounts receivable portfolio
• Monitor & maintain electronic data entry, retrieval & reconciliations
• Define team priorities, deliverables, timelines, and performance standards
• Ensure direct reports have well-defined responsibilities, documented procedures, and required resources
• Manage performance using metrics, clear expectations, and standardized policy application
• Provide training, tools, and clear processes while monitoring progress and adjusting resources as needed
• Oversee the administration of all student funding programs, including compliance audits/reviews
• Ensure compliance with federal, state, and accrediting agency regulations, as well as institutional policies pertaining to student enrollment, Federal Student Aid, Veterans Administration and Department of Defense eligibility
• Coordinate with the Controller to ensure proper disbursements and reconciliation of funds to students
• Collaborate effectively with other members of the university
• Maintain relationships and interact with outside agencies
• Continuously update skills and knowledge through required training
• Seek feedback and opportunities for growth to enhance expertise and effectiveness

Associate Vice Chancellor – Student Financial Services

• Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards.
• Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries
• Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities
• Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models

Advisor Assist Financial Professional

• Support clients and provide financial advice and counsel
• Identify and recommend opportunities for process improvement
• Build and grow relationship with existing and referred clients
• Collaborate and consult with peers, colleagues and managers to resolve issues

Financial Relationship Advisor

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

Principal Financial Analyst – Merchandising Finance

• Own, administer, and maintain the NetSuite ERP platform across active modules, ensuring platform stability, security, and operational effectiveness
• Administer and govern supporting accounting and finance platforms (e.g., Ramp, Datarails, and future systems), maintaining consistent security, access, documentation, and change management standards across the full stack
• Configure and manage custom records, fields, forms, workflows, saved searches, dashboards, roles, and permissions within NetSuite
• Manage sandbox and production environments, deployments, release cycles, and platform governance standards
• Support and oversee SuiteScript customizations, workflows, and automation initiatives in alignment with NetSuite best practices
• Design and maintain integrations between NetSuite and supporting finance systems, ensuring data flows are reliable, auditable, and properly reconciled
• Operate as an internal consultant to Accounting, FP&A, Operations, and Technology leadership
• Coordinate with third-party vendors and implementation partners on enhancements, integrations, and ERP projects
• Manage support tickets, escalations, and vendor relationships for all systems under this role's ownership
• Ensure compliance with security, access control, audit, retention, and governance standards
• Support reporting, dashboards, and financial visibility tools within NetSuite and related platforms
• Drive training, onboarding, and user adoption across the finance systems stack

Accounting & Finance Systems Manager

• Responsibilities may vary by assignment depending on department and need.
• The Intern receives assignments from supervising staff.
• The Manager reviews the Intern's work occasionally.
• The supervisor reviews each assignment as it is completed.
• The Intern is expected to meet rigid and challenging deadlines, work in harmony with other people, take direction on each assignment, and give full attention to detail.
• Independence in working, tact, and diplomacy are required.
• Sound judgment of Church doctrine, history, organization, policy and protocol are also expected.

Finance Intern – 12 Months

• 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 - reconciling forecasts and flagging areas of risk and opportunity 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
• Provide reliable coverage on all recurring deliverables during high-volume periods
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership.

Senior Commercial Finance Manager – Contract

• Oversee daily operations of financial aid awarding, compliance, and student communications.
• Ensure accurate administration of federal, state, and institutional funding.
• Organize and execute financial aid programs and initiatives.
• Counsel students and families regarding aid programs and financing options.
• Serve on various Financial Aid, Enrollment Management, and campus-wide committees.
• Monitor operations to ensure timely awarding of financial aid awards.
• Manage student and parent requests for special circumstance reviews.

Associate Director, Financial Aid

• Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities
• Identify and recommend opportunities for process improvement and risk control development
• Build and grow relationship with existing and referred clients through portfolio reviews and product and platform alignment
• Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal and external customers

Associate Financial Relationship Advisor

• Own the OPEX forecast across G&A, R&D, S&M, and Customer Success — partnering with department heads on monthly forecast updates, variance analysis, and reforecast cycles
• Build and maintain the company-wide headcount model, including hiring plans, attrition assumptions, fully-loaded cost build-ups, and ratio analysis (e.g., R&D as % of revenue, S&M efficiency)
• Lead compensation benchmarking by leveraging market data sources (Radford, Lattice) to ensure roles are competitively positioned across base, bonus, equity, and OTE
• Partner with People Ops on annual merit cycles, promotion rounds, and new-hire offer guardrails — including impact modeling on the P&L
• Analyze sales compensation plan design and accrual against quota attainment, working closely with the GTM finance lead on quota setting and plan economics
• Support board and investor reporting with workforce metrics, OPEX trend analysis, and benchmarking against SaaS/AI peers
• Build self-serve dashboards in Domo and our financial model so leaders can monitor spend and headcount in real time
• Contribute to fundraising and M&A diligence workstreams, particularly around cost structure, synergy modeling, and compensation harmonization

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