Financial Planning and Analysis

• Recovering revenue through structured financial reconciliations across running and closing studies
• Accelerating cash collection by taking ownership of manual billing for a defined portfolio of central lab studies
• Improving client relationships by resolving invoicing queries accurately and in a timely manner
• Supporting the finance function's wider transformation as Cerba Research moves toward full SAP go-live
• Perform financial reconciliations across clinical studies — comparing revenues, budgets, and invoiced amounts, identifying variances, and driving resolution
• Execute manual billing for a defined portfolio of central lab studies, ensuring accuracy and timeliness
• Review and maintain project budgets, ensuring alignment with contract terms and reflecting subsequent change orders
• Monitor project revenues and expenses on a monthly basis, providing variance analysis for internal and external stakeholders
• Ensure accurate revenue recognition based on study progress, contract terms, and accounting standards
• Liaise with Accounts Receivable to support timely invoicing and payment collection
• Work cross-functionally with Project Managers, Finance, Lab Ops, and the Contracts & Proposals team to address financial questions and discrepancies
• Support internal and external audits by providing required financial documentation
• Contribute to automation initiatives, including financial reconciliation and profitability tracking tools

Project Finance Analyst

• Perform financial reconciliations across clinical studies — comparing revenues, budgets, and invoiced amounts, identifying variances, and driving resolution
• Execute manual billing for a defined portfolio of central lab studies, ensuring accuracy and timeliness
• Review and maintain project budgets, ensuring alignment with contract terms and reflecting subsequent change orders
• Monitor project revenues and expenses on a monthly basis, providing variance analysis for internal and external stakeholders
• Ensure accurate revenue recognition based on study progress, contract terms, and accounting standards
• Liaise with Accounts Receivable to support timely invoicing and payment collection
• Work cross-functionally with Project Managers, Finance, Lab Ops, and the Contracts & Proposals team to address financial questions and discrepancies
• Support internal and external audits by providing required financial documentation
• Contribute to automation initiatives, including financial reconciliation and profitability tracking tools

• 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

• Build and own updates to financial models for revenue, expenses, cash flow, headcount, and SaaS metrics
• Maintain and refine rolling forecasts and detailed budgeting templates
• Track and model SaaS performance indicators: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.
• Construct monthly, and quarterly financial reports and metrics and analyze variances
• Dive into ad-hoc analytics requests, extracting insights and translating them into explanations and recommendations
• Support financial diligence, valuation modeling, and scenario analysis for potential M&A opportunities
• Assist with integration modeling and post-acquisition performance tracking as needed
• Partner with Sales, Marketing, and Customer Success to understand drivers of performance and model impacts at a granular level
• Participate in and reviews aspects of the month end close process
• Lead Sales commission variable compensation calculation and financial administration
• Ensure financial data integrity and alignment between actuals and models
• Prepare and deliver regular financial reporting to the VP of Finance & Accounting, COO, CEO, and Board of Directors
• Clearly articulate model assumptions, limitations, and insights to non-finance stakeholders

FP&A Manager

• Process a steady flow of transactions
• Balance, research, and resolve exception items
• Partner with Front/Middle Office to clarify requests
• Verify transactional activity processed by teammates
• Identify and escalate risk, compliance, and suspicious activity issues
• Contribute to process improvements
• Uphold internal control standards

Entry Level Securities Operations Specialist – Trust & Investment Services

• Prepares and distributes periodic financial statements
• Ensures all reports and disclosures comply with regulations
• Prepares journal entries and accumulates information for financial statements
• Performs various financial analytics on legal entities' financial results

Analyst, Financial Reporting & Analysis – Statutory Reporting

• Enhancing strategic decision-making by designing and maintaining advanced reporting systems and databases
• Analyzing data associated with the strategic plan to provide comprehensive business impact assessments
• Developing strategic recommendations based on thorough research to steer future business strategies
• Performing key business and financial analyses for strategic insights
• Conducting rigorous economic and organizational analyses to support strategic planning efforts
• Coordinating with project teams to provide expertise in areas of strategic planning for successful outcomes
• Collaborating with specialists and management to contribute to strategic projects across various units
• Sharing knowledge of strategic planning methodologies with less experienced colleagues to build team capabilities

Senior Analyst, Strategic Planning, Metrics

• collects, analyze and report on market data to connect financial outcomes with operational effectiveness
• review Market Financials, Claims and trend analytics, reviewing contract financials, and budget/administration development
• Work with Actuary, MRA, Corporate Finance, Clinical, Market Point and Providers/Hospitals/Ancillary internally
• Work with our Value Based Providers relating financials, membership, cost and utilization reporting
• Promote optimization inclusive of activities spanning decisions
• Advise regional leadership of functional strategies on matters of significance while exercising independent on complex issues

Market Finance Lead

• Managing categories for the annual process
• Conducting financial analysis of manufacturer contracts
• Transitioning financial modeling from Excel to Python
• Contributing to the development and implementation of projects
• Navigating various software programs to build financial tools
• Collaborating with stakeholders

Senior Analyst, FP&A

• Determine what our customers need.
• Leverage internal and external sources, conduct customer interviews, surveys, analyze behavior and develop solutions.
• Craft and maintain the product backlog.
• Work with design and engineering teams to define, groom, and execute epics & features.
• Communicate & coordinate with cross-functional stakeholders.
• Provide strong evidence and rationale for decision making.
• Seamless integration with fellow product managers.
• Rigorously leverage data and analytics to drive decisions, features, and design.
• Collaborate with Leadership, Engineering, Design, Strategy, and Implementation to drive initiatives.

Product Manager II – Financials, Access & Integrations

• Support the AP Director in financial & operational activities within Accounts Payable
• Prepare and analyze weekly/monthly management reporting
• Ensure compliance with policies and procedures
• Collaborate with internal and external auditors
• Assist with team training efforts
• Support new business initiatives and special projects

Senior Financial Analyst – A/P

• Own topline forecasting for Instacart’s Core grocery business, building and maintaining driver-based models that clearly tie to business performance and operational levers.
• Lead proactive deep dives on revenue and unit economics (e.g., LTV, CAC, conversion, AOV, contribution margin) to identify growth opportunities, surface risks, and recommend experiments that improve forecast accuracy and business outcomes.
• Partner cross-functionally with Product, Marketing, Business Development, and Data Science to align assumptions, improve data quality, instrument new metrics, and operationalize insights into roadmaps.
• Develop executive-ready materials for leadership, including narrative memos, dashboards, and scenario/sensitivity analyses that inform strategic priorities, resource allocation, and trade-off decisions.
• Own initiative reporting across marketing, product, and enterprise programs; standardize measurement, track incremental impact, and ensure clear readouts for weekly growth reviews, monthly business reviews, and ad hoc deep dives.
• Collaborate with other Strategic Finance teams to assess the impact of retailer, supply, and marketing initiatives on Core business performance; support investor relations, Board materials, and company-wide Planning.
• Continuously refine and automate models and reporting to improve speed, accuracy, and decision-making, balancing near-term deliverables with long-term scalability.

Senior Strategic Financial Analyst – Growth

• Complete specialized training to gain complete understanding of the financial aid cycle, federal regulations and all aspects of internal and external compliance.
• Review student files before awarding to complete any federal or institutional verification, C-Flag requirements.
• Evaluate student files for eligibility of federal, state, institutional, and private financial aid programs.
• Review documentation surrounding unusual circumstances by making adjustments or revisions to costs, need, or dependency status.
• Identify missing, incomplete, or incorrect student information and resolve through communication with the Student Finance Counselors.
• Troubleshoot processing problems and technical issues with regard to the system and Colleague software.
• Consult with the appropriate resources.
• Other responsibilities as assigned.

Financial Aid Specialist

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies to safeguard clients' assets and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor

• Execute month-end close activities, including journal entries, balance sheet reconciliations, control preparation, and delivery of financial reports to business partners
• Support quarter-end close activities, including STAT reporting and serving as a liaison for audit requests
• Identify and implement opportunities to improve reporting accuracy, strengthen controls, and increase efficiency by reducing manual processes
• Partner cross-functionally with Finance and Actuarial teams to ensure clarity, accuracy, and consistency in financial reporting
• Support system enhancements and finance transformation initiatives, as applicable

Senior Analyst, Financial Reporting & Analysis

• Build and maintain complex, integrated financial models, including detailed debt and equity forecasting and cash flow waterfalls.
• Develop and manage short- and long-term liquidity forecasts and capital deployment planning. Partner closely with accounting and treasury to ensure alignment between modeled and actual cash flows.
• Lead company-wide budgeting and re-forecasting processes, with a focus on bridging operational performance to financial outcomes and explaining variances across revenue, opex, and financing structures.
• Design and implement scalable financial planning tools, dashboards, and automated reporting solutions to support a growing portfolio of operating assets.
• Support preparation of materials for lenders, tax equity investors, and the Board.

See all jobs on JobTailor

Project Finance Analyst

Project Finance Analyst

Associate Vice Chancellor – Student Financial Services

FP&A Manager

Entry Level Securities Operations Specialist – Trust & Investment Services

Analyst, Financial Reporting & Analysis – Statutory Reporting

Senior Analyst, Strategic Planning, Metrics

Market Finance Lead

Senior Analyst, FP&A

Product Manager II – Financials, Access & Integrations

Senior Financial Analyst – A/P

Senior Strategic Financial Analyst – Growth

Financial Aid Specialist

Financial Advisor

Senior Analyst, Financial Reporting & Analysis

Financial Planning & Analysis Manager