Financial Planning and Analysis

• 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

• Receives, validates and enters information into Finance systems.
• Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
• Monitors and updates controls to ensure compliance.
• Conducts independent analysis for the purpose of resolving complex and varied work process issues.
• Accurately process deposits for COBRA checks and provider refunds.
• Address customer service call logs concerning check tracers.
• Run financial reports and analyze data to support business operations.
• Assist with various financial operations tasks and projects as needed.
• Work closely with team members and other departments to resolve issues and enhance operational efficiency.

Financial/Accounting Operations Specialist

• 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

Patient Financial Services Representative – Ambulatory Billing and Claims

• Provides in person and virtual counseling for all participants
• Counsels participants on their pension plans, tax deferred annuities and other available investment options
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice
• Communicates internally with cross-business partnerships
• Develops and maintains strong relationship with Institutional Plan Sponsors

Financial Consultant II

• Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
• Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
• Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
• Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
• Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
• Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
• Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
• Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager.
• May perform additional duties as assigned.

Patient Financial Services Representative 4 – Medicaid Follow Up

• Addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• The role can expand to include recruiting, training, and developing other financial representatives

Financial Representative

• Own the full company P&L, revenue through EBITDA, and serve as the primary finance partner to Accounting for the monthly close cycle.
• Produce the monthly MBR (Monthly Business Review), flash report, and supporting financial narrative for senior leadership, translating actuals vs. plan into clear stories and actionable recommendations.
• Collaborate with the Controller to ensure accuracy and alignment on actuals and variances vs. plan.
• Own the Master P&L model, the company's single source of truth for forecasting, scenario analysis, and AOP.
• Build, maintain, and evolve it as the business changes.
• Lead the Annual Operating Plan (AOP) process across all functions, including headcount planning, cost modeling, and revenue scenario builds.
• Drive 2-3 reforecasts throughout the year, surfacing risks and opportunities before they show up in actuals.
• Produce the quarterly Board of Directors Finance Addendum, including financial exhibits, variance analysis, and supplemental data packages reviewed by the CFO and CEO.
• Build the financial models and materials that support executive decision-making on product investment and cost savings strategies.
• Own and maintain Shippo's transaction readiness infrastructure, auditable P&L and balance sheet flat files, Looker cohort and retention views, AR/AP aging standardization, ensuring the company is 80%+ deal-ready at any given time.
• Serve as the internal financial lead for any M&A diligence process, managing the data room and coordinating with Legal, Accounting, and the CFO on financial workstreams.
• Partner with People Ops as the finance counterpart to headcount planning, managing req approvals and monthly HC reporting for the exec team and Board.
• Own the R&D and cross-functional HC scenario modeling tools used by the CTO and CMO, and maintain the financial view of headcount by department.
• Lead recurring software and infrastructure cost reviews (AWS, SaaS vendors) with technical and operational stakeholders to drive efficiency.
• Own vendor contract audits, identifying and actioning lapsed or suboptimal contracts.
• Build investment briefs, pro formas, and carrier/partner sizing models to support strategic decisions, including carrier economics, new product monetization, and geographic expansion.
• Partner with Revenue Operations and Sales Finance on go-to-market financial modeling.
• Drive improvements in FP&A tooling, data integrity, and financial systems to support scalable growth.

Finance Manager – Strategic Finance, FP&A

• Play a critical role in driving financial performance, strategic planning, budgeting, and forecasting.
• Lead the development and execution of the company's financial planning process, ensuring alignment with overall business objectives.
• Oversee the annual budgeting process, working closely with department heads and FP&A peers to develop accurate and realistic budgets.
• Develop robust forecasting models and methodologies to predict financial outcomes and evaluate the impact of various scenarios on the business.
• Monitor and analyze budget variances, identifying trends and recommending corrective actions to achieve financial targets.
• Integrate budgeting and forecasting with the monthly IBP process to provide a united front during Monthly Business Reviews.
• Support preparation of presentations to the Board of Directors.
• Conduct comprehensive financial analysis, including profitability analysis, cost analysis, and financial performance metrics.
• Prepare and present financial reports and presentations to senior management and key stakeholders.

Director, Corporate FP&A

• Heavy outbound calls to prospects and customers to drive bigger deals and more new opportunities.
• Revenue: Develop, realize and maintain incremental revenue by selling and advocating GGS products and services “to”, “through” and “with” prospective customers within specified territory and / or assigned accounts.
• Experience utilizing CRM software to document all sales activity, manage the sales pipeline and identify, track and facilitate closure of key opportunities.
• Maintain on-going relationships with multiple contacts throughout client’s organizations and effectively utilize internal resources to insure smooth delivery of products/ services and payment.
• Process all sales order paperwork in a timely fashion.
• Resolve customer conflicts quickly.
• Travel within geographic territory as required.
• Reside in major metropolitan city within territory.
• Travel to and attend trade shows promoting products when required as well as internal sales meetings arranged by the company.
• Maintains a consultative or solutions-oriented selling style.
• Experience and understanding of banking core systems and teller platforms a plus.

Director, Commercial Accounts – Financial Markets

• Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals
• Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis
• Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities
• Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements
• Apply government reimbursement rules (e.g., Medicare/Medicaid) and ensure compliance with GAAP, company policies, and regulatory requirements
• Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances
• Mentor accounting staff, provide financial systems training, and support professional development within the finance team
• Present complex financial information and recommendations to senior leadership; collaborate cross-functionally with internal departments and external stakeholders
• Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization

Senior Financial Analyst

• Directs the reporting, analysis and interpretation of financial and operational data for senior management, including cost analysis, ROI, and line-of-business profitability analysis
• Refines operating metrics and KPIs and develops reporting infrastructure and cadence that drive actionable insights; communicates key findings to senior business leaders
• Develops and manages financial planning strategies, controls, comparisons, and recommendations supporting both short-term and long-term business objectives
• Leads the budgeting and forecasting process, coordinating with key stakeholders to ensure accuracy and alignment with business goals
• Supports high-level financial analysis for potential investments, product launches, mergers and acquisitions, and other strategic business opportunities

Associate Director, Finance

Patient Financial Services Representative 4 – Medicare Claims

• 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

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