Financial Planning and Analysis

• 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

• 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

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses
• You will be taught the foundational skills needed to be an advisor
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care
• Once successful, you will typically progress into the next role, Financial Solutions Advisor Stage II
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence
• Collaborate with core banking and investment partners.

Financial Solutions Advisor

• Guides the strategic direction of enterprise-wide initiatives
• Provides strategic guidance to senior managers and engages executive stakeholders
• Fosters collaboration across product, channel, and operations teams
• Delivers measurable outcomes through disciplined execution and change leadership

Business Strategy & Intelligence Manager

• Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
• Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
• Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
• Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
• Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
• Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
• Establish best practices and standards that promote quality, consistency, and regulatory compliance.
• Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
• Influence leaders and stakeholders through data-driven insights and strategic recommendations.
• Mentor associates and provide leadership across key projects and initiatives.

Senior Financial Planner

• support annual budgeting and quarterly forecasting activities that help guide business planning.
• develop financial forecasts and long-term projection models to support decision-making.
• prepare financial reports and deliver insights that help leaders understand performance and opportunities.
• contribute to month-end close activities such as revenue recognition and the review of operational financial statements.
• partner closely with cross-functional teams to understand financial performance and identify actionable insights.
• document processes and procedures to support consistency and continuous improvement.
• contribute to special projects, reporting improvements, workflow enhancements, and other responsibilities as needed.

Financial Analyst – Limited Term

• Act as an autonomous finance partner to R&D, Product, and Engineering leadership.
• Partner seamlessly across Accounting, Engineering, FP&A, and FinOps teams.
• Lead the monthly and quarterly forecasting process for R&D hosting infrastructure.
• Conduct deep-dive variance analyses and link financial outcomes directly to usage changes.
• Proactively identify engineering cost-containment opportunities and partner with product managers.

Senior Financial Analyst, R&D Finance

• Negotiate and develop business with new and current clients
• Market services via telephone, video and in-person meetings
• Recruit, interview and match highly skilled accounting and finance professionals with client projects
• Manage ongoing engagements to deliver outstanding customer service
• Provide communication and career guidance to candidates
• Participate in local trade association and networking events

Talent Manager – Contract Finance & Accounting

• Obtain Securities Industry licenses
• Build and manage client relationships
• Deliver Bank of America’s banking and investment solutions
• Collaborate with banking and investment partners

• Experienced, high performing sales professional responsible for providing equipment finance and lease financing solutions to Bank of America clients and prospects
• Typical client profile is companies with revenues between $50MM and $2BN and typical transaction sizes between $1MM and $50+MM
• Candidate will possess proven client relationship and sales skills, strong work ethic, preference for credit and tax leasing knowledge, prospecting and cold calling skills and a strong ability to multi-task
• Prior equipment finance and lease experience is preferred, but will consider candidates with a proven history of exceptional sales performance and general understanding of credit and bank environment
• Extensive travel is required

Senior Leasing Sales Specialist – Equipment Finance

• Partner with senior leaders to support enterprise-level strategic planning, budgeting, and capital allocation decisions.
• Lead corporate forecasting, budgeting, and long-range planning processes, establishing the cadence for annual planning and executive business reviews.
• Architect and continuously optimize comprehensive financial models across the P&L, Balance Sheet, and Cash Flow. Serve as a subject matter expert on areas like share count, EPS, tax, and stock-based compensation.
• Deliver clear, actionable financial insights through monthly reporting, variance analysis, and executive presentations.
• Work cross-functionally to identify business drivers, trends, opportunities, and risks, aligning stakeholders and driving operational efficiency.
• Collaborate with Accounting to ensure accurate, timely closes and support management/external reporting.
• Support Investor Relations with model inputs, earnings release prep, and Q&A.
• Contribute to M&A activities, board materials, and other strategic initiatives.
• Champion scalable, repeatable finance processes (automate, simplify, and eliminate routine work wherever possible).
• Support high-impact special projects and ad hoc analysis as needed.

Corporate Finance Manager

• Support the implementation, maintenance, and ongoing enhancement of the firm’s global financial system, Aderant.
• Monitor, maintain, and optimize financial system processes within Aderant and associated applications.
• Collaborate closely with Finance and IT teams to understand business requirements and translate them into effective technical solutions.
• Manage external vendor relationships for projects involving the integration of third party solutions into the financial system.
• Develop appropriate training programs for the Finance team, attorneys, and legal secretaries.

Senior Financial Systems Lead

• The Finance Career Foundation Program (FCFP) is a two-year rotational program designed to accelerate the development of finance professionals.
• New participants will join the FCFP each July at Boeing sites in Washington, Missouri, or Arizona.
• Participants will physically relocate twice (in six-month increments) through company-sponsored relocation and dive deeper into finance at various Boeing U.S. sites.
• Through four six-month rotations, participants will learn about Boeing’s business as they gain valuable experiences and expand their networks.
• Participants will also engage in training through five in-person development weeks at different Boeing sites, be assigned Finance leaders for mentorship, and learn directly from industry experts.
• Upon program completion, participants will be placed into Finance roles that align with their career aspirations and location preferences.

Finance Career Foundation Program

• Provide equipment finance and lease financing solutions to Bank of America clients and prospects
• Work with typical client profiles of companies with revenues between $50MM and $2BN
• Handle transaction sizes between $1MM and $50+MM
• Cultivate client relationships and develop sales strategies
• Engage in extensive travel as required

• Implement national recruiting strategy
• Recruit high quality experienced advisors for Ameriprise Financial to the branch location
• Actively generate leads into local area pipeline and manage the end-to-end candidate experience
• Develop branch’s unique value proposition and articulate to candidates
• Execute on onboarding and ramp-up plans that drives growth
• Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience
• Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more
• Lead the branch with integrity
• Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance
• Anticipates, manages, and resolves risk items to ensure the interests of the client
• Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development
• Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience
• Lead from the front and be a role model for others in how you serve your clients and run your practice

Branch Manager – Pacific Northwest

• Lead and coordinate annual global budgeting and quarterly forecasting cycles across multiple regions
• Design, build, and continuously optimize advanced Excel-based financial models and automated dashboards
• Conduct comprehensive variance analysis comparing Budget vs. Actual and Forecast vs. Actual results
• Develop and maintain interactive reporting tools and automated financial reports
• Collaborate with regional finance teams and business leaders to ensure data integrity
• Execute strategic transformation projects focused on process efficiency
• Monitor compliance with Master Service Agreements and global audit requirements

Global Finance Manager

• Step in as the fractional CFO/Controller for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM).
• Analyze financials to spot trends and risks.
• Fix messy data in collaboration with bookkeepers.
• Deliver hard truths to the business owner with a mix of radical candor and humor.

Chief Financial Officer, Fractional CFO

• Design and implement financial compliance framework following COSO and AICPA best practices, customized for mid-market scale
• Conduct comprehensive risk assessment across all financial processes
• Collaborate with the business to document key financial processes and identify, and document, key financial controls including objectives, ownership, frequency, evidence, and linkage to risks
• Develop Risk and Control Matrix (RACM) serving as central repository for compliance program
• Create practical testing procedures, documentation, and monitoring dashboards
• Establish deficiency management protocols including classification, escalation, remediation workflows, and tracking
• Execute quarterly testing of key controls
• Perform semi-annual/annual testing of other significant controls
• Monitor automated controls and analyze performance trends to identify emerging risks
• Validate remediation effectiveness through follow-up testing
• Coordinate with external auditors to support their control reliance strategy
• Identify, document, and classify control deficiencies using severity criteria (control deficiency, significant deficiency, material weakness)
• Lead root cause analysis and collaborate with process owners on remediation plans
• Track deficiency status, escalate overdue items, and ensure timely closure
• Prepare monthly status updates to CFO and quarterly compliance reports to Executive Leadership
• Prepare annual control environment assessment for CFO and Board of Directors
• Serve as primary liaison with external auditors on internal control matters

Manager, Financial and Operational Compliance

• Provide specialized financial management services including accounting, budgeting, reporting and private award administration
• Administer and maintain finance/accounting activities in accordance with TNC policies, procedures and best practices
• Respond to moderately complex employee/management questions and problems based on advanced knowledge of their subject area
• Coordinate multiple projects and deliverable outcomes on a timely basis
• Prepare and monitor budgets, financial reports and communicate financial information to project staff
• Prepare journal entries and other financial transactions
• Maintain BU financial data, including journal entries, adjustments, and project records
• Research transactions, prepare ad hoc reports, and identify follow-up actions as needed
• Handle financial reporting and administration of private awards
• Ensure programmatic commitments, TNC policies and procedures, financial standards and legal requirements are met and managed for compliance

Finance Specialist

• Support the monthly close cycle, rolling forecast, and executive reporting
• Own the financial narrative for enGen, including the monthly CFO close presentation
• Collaborate closely with the CFO and senior business leaders
• Advancing the team’s Power BI reporting capabilities and AI-driven automation initiatives
• Perform management responsibilities including hiring, coaching, and performance management

See all jobs on JobTailor

Senior Strategic Planning Manager – Agent Sales

Senior Consultant, Financial Operations

Financial Solutions Advisor

Business Strategy & Intelligence Manager

Senior Financial Planner

Financial Analyst – Limited Term

Senior Financial Analyst, R&D Finance

Talent Manager – Contract Finance & Accounting

Financial Solutions Advisor

Senior Leasing Sales Specialist – Equipment Finance

Corporate Finance Manager

Senior Financial Systems Lead

Finance Career Foundation Program

Senior Leasing Sales Specialist – Equipment Finance

Branch Manager – Pacific Northwest

Global Finance Manager

Chief Financial Officer, Fractional CFO

Manager, Financial and Operational Compliance

Finance Specialist

Manager – Financial Planning and Cost Analysis