Financial Planning and Analysis

• 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

• 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 – 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

Manager, Financial and Operational Compliance

• Support accounting operations and internal financial reporting through journal entries, reconciliations, variance analysis, recurring reporting, and budgeting support activities.
• Perform monthly variance analysis and provide clear, supportable explanations of results for Finance leadership and Board reporting needs.
• Support budgeting and forecasting processes in collaboration with the Financial Analyst.
• Prepare recurring departmental and operational financial reports.
• Support ongoing reporting and analysis needs by organizing, maintaining, and analyzing financial datasets.
• Assist with ad hoc reporting and analysis requests.
• Utilize advanced Excel functionality, including pivot tables, nested formulas, lookups, SUMIF logic, and large-volume data management.
• Maintain and update reporting tools, templates, and analytical workbooks developed by the Financial Analyst and Finance team.
• Support dashboard and reporting tool maintenance, including Power BI or similar systems.
• Prepare and post accurate journal entries, including accruals, reclasses, and adjustments with complete supporting documentation.
• Reconcile assigned balance sheet accounts and resolve reconciling items timely and accurately.
• Support monthly and annual close processes, including review and investigation of account activity.

Senior Accountant – Financial Reporting, Analysis

• 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

• Act as a trusted advisor to senior management and challenge the business with forward thinking approaches to accelerate growth, enhance operational efficiency, and increase profitability including:
• ROI analysis
• Investment prioritization
• Scenario planning/modeling
• Operational analysis
• Developing and refining meaningful management reporting
• Preparing business recommendations based on financial analysis
• Assist in development of regular financial forecasts that incorporate current business trends and strategies
• Driving continuous improvement in report and analysis automation
• Taking initiative and working independently to conduct special studies to analyze complex financial data
• Completing internal process review, documenting internal processes and providing recommendations for improved productivity and/or cost savings.

Financial Analyst, FP&A

• Transition the agency’s financial infrastructure from founder-led management to a professional, automated, and scalable system
• Develop financial models to track and optimize performance for state contracts , ensuring high data integrity and compliance
• Create a yearly 'anchor' budget and rolling quarterly forecasts to guide the CEO through rapid team expansion and new site development
• Oversee the accuracy of QuickBooks Online and ADP integrations, ensuring tax-optimized mapping and 'best-in-class' reporting
• Serve as the senior financial advisor for agency stability, continuity planning, and long-term institutional readiness

Fractional CFO – Systems & Strategy Lead

• Under general supervision, learns to perform duties as a Financial Analyst on the Financial Planning and Analysis team.
• This position has the responsibility for supporting analytical activities related to financial planning and analysis for our consumer and commercial lending products (auto, real estate and credit cards) and expense analysis.
• Must be comfortable working with large amounts of data in multiple systems and can synthesize it into actionable insights.
• Frequent collaboration with other areas of the credit union is expected.

FP&A Intern

• Creates annual budget for the unit(s) supported and submits it to the Budget Planning office in the Division of Finance.
• Reviews variance budget reports with unit(s) leadership
• Develops quarterly forecasting for unit; shared quarterly forecast with leadership and the Division of Finance
• Develops quarterly unit-level financial reports and discusses them with unit leadership
• Identifies appropriate funding for new hires and discusses hires with HR Partners
• Reviews monthly fund and DA reconciliation reports received from the shared services center
• Provides escalation support for transaction approvals
• Approves State, Research and Foundation PCard applications, large purchases and limit changes on PCards
• Approves requests for association membership dues, student awards/scholarships, Foundation backbills and expenses, direct vendor payments using Foundation funding
• Reviews the chart of accounts and updates the Service Center on changes to how funds/DAs should be used
• Completes quarterly unrecorded assets and liability reports
• Reviews and signs quarterly representation letter
• Initiates cash transfers, internal loan requests, budget modifications, and capital project requests
• Supports and contributes to unit’s operational goals. Frequently engages with the Division of Finance, Talent and Culture, HR Partners, Shared Service leadership
• Ensures project activities are planned and prioritized appropriately balancing project and ongoing support needs with project leaders, cross functionally as needed.

Finance Strategic Business Advisor – Administrative Financial Planning Office

• As Director, Strategic Finance, you will build and lead Slingshot’s financial planning and analysis function for the Engineering org.
• You’ll translate complex financial data into actionable insights, guide critical business decisions, and help scale the financial infrastructure needed to support rapid growth and capital strategy.
• This role sits at the intersection of strategy, operations, and finance—driving long-range planning, optimizing resource allocation, and supporting fundraising and investor engagement.
• Deliver clear, data-driven insights through executive dashboards, KPIs, and performance reporting.
• Prepare materials for Board of Directors and investors, including variance analysis and forward-looking projections.
• Act as a trusted advisor to leaders across Engineering.
• Build and maintain complex financial models to support scenario planning, M&amp;A, and fundraising.
• Own and optimize FP&amp;A tools and systems (e.g., NetSuite Planning &amp; Budgeting, Adaptive Planning).

Director, Strategic Finance

• Advise students and parents regarding the different financial aid programs, eligibility, application procedures and the loan and grant awarding process.
• Interview prospective students by assisting the student with the Free Application for Student Aid (FAFSA).
• Process financial aid applications to determine eligibility.
• Send notifications concerning incomplete applications and request for required documentation.
• Calculate financial need based on eligibility and cost of attendance.
• Provide loan advising to students.
• Analyze and understand complicated federal and state regulations to ensure compliance with Title IV.
• Interface with Admissions, Student Services, faculty members and other staff members.
• Complete exit interviews for all students who are completing their enrollment either by graduation or by withdrawal.

Financial Aid Representative

• 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

Patient Financial Services Representative 4 – Insurance Follow Up, Government Payers

• Acts as the “go to” person for analytics, data modeling, and financial figures
• Demonstrates a comprehensive understanding of business operations, financial processes, and company products/services.
• Uses in-depth knowledge of finance to enhance the business unit’s performance and provide valuable insights.
• Exercises broad discretion over work deliverables and performance expectations, ensuring high-quality outputs.
• Owns planning and forecasting process from topline net sales to full P&L for all or part of the Bracing & Supports business unit.
• Helps lead the execution of key initiatives (e.g. process improvements, cost reduction, sales analytics, finance operating model execution, and data-driven insights).
• Uses financial models to assess tactical initiatives and support strategic decision-making.
• Continuously challenges the status quo and seeks optimal way of supporting the business needs.
• Shares strong opinions and perspectives on analyses and performance – has a voice in the room.
• Analyzes and reports on full Profit & Loss (P&L) variances for the consolidated business unit, function, or region.
• Creates and maintains management reports, such as operational and business review reports, to track the performance of the business unit.
• Evaluates historical business performance, identifying opportunities for cost savings and revenue growth.
• Communicates proactively with the team, delivering analyses and preparing presentations to explain financial developments and project outcomes.
• Collaborates directly with stakeholders as a business partner, developing work products and analyses to inform well-documented business decisions.
• Partners with cross-functional teams in the organization to understand business questions and requirements, and prioritize business needs.
• Mines and manages data from relational databases and systems, ensuring high data integrity and resolving reporting errors.
• Works independently under limited supervision, often taking the lead on assigned workstreams and projects, acting as a key finance business partner for stakeholders.
• Serves as the primary resource within the business unit for addressing stakeholder needs and challenging business assumptions.

Senior Financial Analyst

• The Manager, Finance helps Operational leadership make financial decisions by supporting the following activities: Developing financial strategies, Perform analytical reviews of financial information
• Recommend improvements to drive cost efficiencies in balance with operational needs and capabilities
• Work with Operations team to develop Budgets and Forecast for Financial performance
• Create forecasts: Use historical data to create forecasts
• Reporting of actual results and analysis vs. plan
• Assist operations regarding cost budgets, quarterly forecasts, and other financial planning activities
• Prepare reports: Create reports to explain financial recommendations to senior management
• Publish periodic financial reports, including but not limited to accounts payable, freight and consumable metrics
• Help set financial goals and create a roadmap to achieve them
• Manage and develop assigned resources effectively

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