Financial Planning and Analysis

• 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

• 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

• Move beyond compiling data and help tell the story behind the numbers.
• Drive better business partnering and insights, while growing your FP&A leadership and interpersonal skills.
• Own the development and communication of the plan and forecast, financial reporting, operational analysis and executive reviews for Actuals, Business Plan, Commitment View, and Best View.
• Evaluate business results and serve as a functional specialist to the business client to provide strategic guidance and insights during the analysis process.
• Serve as a Subject Matter Expert to complex business performance issues to define and execute action plans.
• Accountable for making decisions and recommendations to ensure the quality and delivery of all the products and services.
• Interpret and evaluate monthly analyses of business trends, including budget variance of financial results and Key Performance Indicators to identify areas of risk and opportunities and provide recommendations.
• Partner with the business to develop costing/profitability models and reports.
• Assess the impact of strategic financial decisions and present recommendations to leadership.
• Design, develop and implement methods and strategies to continually improve processes.
• Assess customer/product profitability and drive profit optimization.
• Develop and assess business cases for pricing on investment decisions, providing insights and support to the business.
• Assess capital requirements, develop capital plan and provide recommendations on capital allocation.
• Present and communicate to all levels of the business.

Senior FP&A Manager

• Plans and tracks overhead and capital budget allocations and related metrics
• Assists management team with preparing annual budget requests
• Monitors budget performance by producing monthly budget and execution reporting
• Responds to ad hoc data inquiries and analytical report requests
• Informs Finance leadership on financial trends, reporting unit performance, and recommended corrective actions to achieve financial plans
• Compares and analyzes financial results with plans and forecasts, identifies trends, assess, and communicates reliable metrics to management for informed business decisions
• Work with managers, customers, and purchasing agent(s) to submit purchase requests
• Completes and analyzes cost transfers to ensure accuracy of cost allocations
• Manages, coordinates, and tracks the procurement of equipment and services necessary to accomplish divisional objectives and ensure the timely execution of budgets to planned targets

Financial Analyst

• Manage day-to-day bookkeeping for multiple clients
• Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements
• Reconcile bank and credit card accounts
• Manage accounts payable and receivable processes
• Process payroll and ensure compliance with tax regulations
• Assist with budgeting and forecasting
• Maintain accurate financial records and documentation
• Assist with client projects
• Assist with year-end close and tax filings as needed

Financial Accountant

• Supports the administration and payroll reconciliation of employer-sponsored retirement plans, FSAs, and HSAs in a complex, multi-platform environment.
• Reconciles data across HCM, payroll, and vendor systems to ensure accuracy of team member and employer contribution records, identifying and resolving discrepancies and coordinating corrections with internal teams and external vendors on a bi-weekly basis.
• Key responsibilities include retirement plan, FSA, and HSA reconciliations, validation of contribution accuracy, and alignment of payroll and vendor files.
• Supports retirement wellness initiatives, communication strategies, and participant engagement to drive enrollment and completion of required actions.

Benefits Analyst – Retirement & Financial

• Work cross-functionally across the Tech organization, FP&A and connected teams
• Support effective financial management of Technology investments and budgets
• Lead analysis including challenger forecasting and redesigning corporate cost allocations
• Articulate outcomes of analysis and relevant insights
• Critically evaluate data and present recommendations
• Partner with business leadership on financial implications of investments
• Develop presentations for senior leadership audiences
• Independently manage and prioritize workload
• Conduct financial analysis & reporting including analyzing cost drivers and variances
• Lead development of challenger forecasting frameworks leveraging AI tools

Financial Analysis Manager – Tech Finance

• Support annual budgeting, long-range planning, and periodic forecasting processes
• Prepare financial models, variance analyses, and management reporting packages
• Analyze financial performance and provide insights on trends, risks, and opportunities
• Assist in developing and maintaining KPIs, dashboards, and reporting tools
• Contribute to the design and improvement of internal financial reporting
• Deliver timely, accurate, and actionable analysis to finance leadership and business partners
• Support ad hoc financial analysis and business decision-making, leveraging advanced tools and automation where applicable
• Identify opportunities to improve processes, enhance efficiency, and increase automation
• Act as a resource across the finance function to identify and develop automation solutions, including Robotic Process Automation (RPA), AI-enabled tools, and system-to-system integrations
• Partner with Finance and IT teams to design and implement smarter, scalable solutions that improve efficiency, data flow, and overall effectiveness
• Evaluate existing workflows and drive the adoption of advanced technologies to streamline reporting, forecasting, and data management processes
• Assist with implementation and enhancement of financial systems and reporting tools
• Collaborate with finance and business stakeholders across the organization.

Corporate FP&A Analyst

• Control past due mortgage and equity delinquencies by regularly reviewing member account data, contacting member, and reviewing or documenting the financial situation, to ensure data is accurate, up-to-date and in compliance with government and Navy Federal guidelines
• Ensure required notifications, including collection emails, letters and any applicable state/regulatory letters are sent to members
• Maintain systematic, consistent and reliable notes and contact history information on each member interaction and actions taken on accounts
• Record, track and report member concerns to management
• Notate member arrangements in Collection system, reason(s) for delinquency, and any foreclosure alternatives offered to member
• Track and update action items in database(s)
• Collect, prepare and maintain data for analysis, reports and reference
• Perform manager share transfers (MST) for amounts up to authorized limits
• Obtain detailed financial information from delinquent members and offer solutions and alternatives to bankruptcy/charge-off
• Contact and counsel delinquent members in an attempt to cure delinquency utilizing all payment options and loss mitigation tools offered by Navy Federal
• Analyze, research and resolve problems and discrepancies related to member accounts/loans
• Ensure required notifications, including breach and collection letters, and any applicable state/regulatory/investor letters are sent to members
• Initiate and ensure corrective action to member accounts and/or documentation to ensure complete and accurate documentation
• Respond to inquiries; offer solutions to members, other business units and external organizations
• Communicate external loss mitigation options, including, but not limited to: Making Home Affordable Program such as HARP
• Offer short term property retention solutions including repayment plans, promises-to-pay, forbearance, modifications and deferral programs
• Explain and communicate relinquishing property options such as short sales, deeds-in-lieu, and foreclosure
• Serve as mentor/trainer and provide guidance and assistance to team members
• Research, gather and synthesize data; present conclusions and recommendations to management and/or team members
• Perform other related duties as assigned

Mortgage Specialist III

• Consult with patients regarding their benefits, coverage, and financial options
• Perform aspects of benefit verification and prior authorization
• Provide ongoing financial education and assistance to our patients
• Maintain patient accounts by obtaining, recording, and updating financial and insurance information

Financial Educator

• Lead, manage, and grow multiple forward-thinking teams of software, data, and platform engineers.
• Mentor and guide the professional and technical development of engineers, fostering a culture of innovation.
• Partner with product managers, data scientists, and system architects to translate complex business strategies into executable technical intent.
• Continuously elevate engineering practices, pioneering spec-driven and intent-driven architectures to minimize friction and maximize build quality.
• Design, implement, and support scalable backend solutions, effectively integrating custom data pipelines with COTS platforms and custom software capabilities, using advanced CI/CD frameworks.
• Lead the craftsmanship, availability, resilience, and scalability of analytics engines and data infrastructure.
• Bring a passion for staying on top of tech trends, experimenting with emerging agentic frameworks, participating in technology communities, and mentoring members of the broader engineering ecosystem.
• Encourage innovation, the implementation of cutting-edge technologies, inclusion, outside-the-box thinking, and highly autonomous, distributed teamwork.
• Collaborate across engineering organizations to optimize system throughput, streamline complex dependencies, and accelerate the delivery of intelligent capabilities.
• Lead efforts to design and deploy highly available, cloud-native solutions, data systems, and automated frameworks into AWS environments.

Director, Software Engineer, Finance Tech

• Act as a Finance Business Partner for assigned business areas
• Lead core planning and reporting rhythms, including monthly reporting, forecasting, budgeting, variance analysis and management reporting
• Translate financial data into clear narrative and insight for senior leadership, board and committee materials
• Support business decisions through financial modelling, product profitability, revenue analysis, vendor performance review and scorecards where relevant
• Work with HR Business Partners and business leaders on headcount, compensation forecasting and capacity planning
• Identify opportunities to improve data quality, reporting processes, planning methods and use of finance tools
• Contribute to the Finance team's longer-term maturity journey, including stronger data governance and future AI-enabled analysis

Finance Business Partner

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• Completes work assignments within established quality standards.
• Communicates effectively with various audiences by using the most appropriate methods.
• Counsels patients on financial liability using available financial counseling tools to achieve maximum reimbursement for patient services.
• Verifies and enters insurance information and authorization/referral requirements.
• Contributes to a safe patient care environment by identifying, analyzing and effectively solving problems.
• Accepts responsibility to review and correct errors before completion and routes to others for review when appropriate.
• Educates and assists patients with the completion/submission of applications for alternative sources of payment for healthcare services such as medical assistance programs, loans and grants.
• Reviews documented insurance benefits and patient liability in appropriate systems to prepare for patient counseling sessions.
• Requests/secures balance due payments from patients in accordance with established policies and procedures.
• Educates/trains others on insurance theory, insurance verification, and authorization/referral processes.
• Participates in related process improvement activities and makes suggestions for new or revised policies and procedures.
• Demonstrates an understanding of account resolution processes such as benefit verification, insurance classification, billing complaint claims, and account follow-up.
• Stays current with relevant insurance, contractual, and/or third-party payer regulations, medical policies, transaction/code sets, and general payment methods needed to ensure proper adjudication and compliance with industry standards.
• May perform additional duties as assigned.

Financial Specialist 1 – Pre Service

• Own and maintain the company's corporate financial model, ensuring it accurately reflects business performance and supports forecasting, scenario analysis, and strategic planning
• Manage debt covenant calculations and cash flow forecasting, including monitoring compliance and proactively flagging changing trends
• Field questions from investors and support investor relations, including preparation of externally facing financial analyses and presentations
• Play a critical role in creating monthly and quarterly board materials, translating financial results into clear, executive-ready narratives
• Review and summarize monthly financial performance across the business, identifying key trends, variances, and opportunities
• Develop and improve tools to support the annual budgeting process
• Coordinate due diligence processes across all departments
• Perform ad hoc strategic and financial analysis to support leadership decision-making
• Partner cross-functionally with accounting, operations, and studio teams to ensure financial models and analyses reflect ground-level business dynamics

Corporate Finance Manager

• Identifying, delivering, and executing the equipment finance sales strategy
• Developing profitable relationships with HomeTrust Bank clients and non-bank prospects
• Maintaining a scheduled calling program with commercial clients
• Analyzing client and prospect financial data to effectively manage risk
• Attaining or exceeding annual assigned budgets

Equipment Finance Regional Sales Manager

• Support the budgeting, forecasting, and financial reporting processes by maintaining accurate planning data, updating forecasts, and ensuring the integrity, consistency, and quality of financial information used for decision-making
• Analyze actual results against forecast and plan, identify key performance drivers, risks, opportunities, and emerging trends, and deliver actionable insights and recommendations that support business planning and performance management
• Build and maintain strong partnerships by collaborating with stakeholders to gather assumptions, validate inputs, align planning expectations, and deliver timely, accurate, and insightful analysis that supports decision-making
• Prepare executive-ready summaries, commentary, presentations, and communications that clearly explain financial performance and business insights
• Utilize data to support prioritization decisions, strategic planning activities, portfolio discussions, and performance management routines
• Support scenario analysis, what-if modeling, trend analysis, and ad hoc requests to provide meaningful insights to leadership.

Senior Financial Planning & Analysis Analyst

• The Financial Modeling Manager is responsible for developing, maintaining, and evolving the Company’s core financial risk and performance models, with a primary focus on CECL modeling.
• This role will serve as the internal owner of credit loss, capital and ALM-related models, supporting enterprise decision-making, regulatory compliance, and strategic planning.
• CECL Modeling: Own the design, development, governance, and ongoing maintenance of the Company’s CECL models. Oversee model methodologies, assumptions, documentation, validation support, and management reporting related to CECL estimates. Partner with Credit, Finance, Risk, and auditors to ensure CECL outputs are well-supported, explainable, and compliant with accounting and regulatory expectations.
• Capital Modeling: Develop and maintain capital forecasting and stress testing models used for strategic planning and regulatory analysis. Support capital adequacy assessments, dividend planning, and growth scenarios.
• ALM Support: Support our outsourced interest rate risk modeling, earnings-at-risk, and economic value of equity analysis.

Financial Modeling Manager

• Provide specialized finance/accounting-related services to the Real Estate Gifts team.
• Complete tasks accurately and efficiently to support fast-paced real estate transactions.
• Maintain a high level of expertise with the constituent relationship management system (CRMS).
• Update donor information, produce reports, perform analysis, and track and cultivate donors.
• Manage deal tracking processes for real property gifts from acquisition through disposition and afterwards.

Finance and Information Specialist

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet established performance hurdles
• Effectively prioritizing sourcing prospective clients
• Recommending investment products and services suitable for prospects based on their objectives
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth

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