Financial Planning and Analysis

• Recommends, interprets, disseminates, and implements unit-focused fiscal policies and procedures, ensuring compliance with established rule, regulations and financial guidelines
• Participates in the development, maintenance, and monitoring of automated financial information systems
• Analyzes financial information and makes recommendations to unit leadership
• Serves as a subject matter expert to unit leadership regarding financial operations, status and reporting, and recommends process improvements
• May exercise supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 FTE or equivalent employees
• Identifies, verifies, and audits financial charges, credits, and authorizes payments

Financial Manager

• Support and coordinate the organization’s annual budgeting process, including budget system administration, process management, implementation, and communication across all levels of the organization.
• Manage and maintain the budget payroll system, ensuring accurate reporting and analysis of Full-Time Equivalents (FTEs), salary expenditures, and other key financial metrics.
• Contribute to the development and execution of operational budgets, ensuring alignment with organizational objectives and strategic priorities.
• Prepare financial and statistical analyses, dashboards, graphs, and presentation materials, providing analytical support to finance teams and operational stakeholders.
• Generate and review month-end financial reports related to volume statistics, ensuring accuracy and timely distribution.
• Serve as a key resource for budget and financial inquiries by maintaining documentation, FAQs, and training materials. Provide timely responses to management requests regarding financial statements, budgets, forecasts, and other accounting-related matters.

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

• Performs complex financial analysis and reporting at a senior level.
• Performs statistical, cost and financial analysis of data extracted from various internal sources.
• Prepares reports based on findings, including health care costs, provider contracts, debt capacity, revenue and profitability.
• Assists with budget preparation and financial planning processes.
• Assists with budget review for compliance and identification of cost-saving opportunities.
• Serves as consultant to senior management and executive leadership to provide decision support for initiatives, policies and procedures.
• Performs special projects and duties as assigned, including research, forecasting and exploring viable alternatives.
• Performs other duties as assigned.

• 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

• Manage staff responsible for the application security, administration, implementation and maintenance of processes and procedures related to the effective oversight of Financial Systems.
• Oversees communications, training programs, and performance reporting.
• Report on Financial System performance including incidents, problems, relevant Service Level Agreements (SLAs) and compliance.
• Provide leadership and management of all Finance data governance practices and processes.
• Ensure compliance with corporate policies, support internal and external audits and proactively maintain process and controls and recommend process improvements where necessary.
• Assist with systems-related needs assessments, cost benefit analyses, and definition of business requirements and functional specifications.
• Manage the implementation of system fixes and upgrades for financial reporting related systems (e.g. Lawson, PAM, SAS FM).
• Coordination with IT and HR.
• Lead cross-functional system projects and facilitate communication throughout the department on the progress of pending systems projects.

Manager, Financial Systems

• Own and lead the end-to-end accounting function: close, GL, reconciliations, technical accounting, and GAAP financial reporting.
• Lead and scale the accounting team (currently: Controller, Accounting Manager, and two Staff Accountants).
• Drive a fast, repeatable, and audit-ready monthly close process with strong documentation and controls.
• Own Tapcheck’s relationship with our Big Four auditor, including audit planning, deliverables, and execution.
• Build the finance foundation for future SOX readiness and SOC 1 efforts.
• Own FP&A including budgeting, forecasting, long-range planning, KPI reporting, and executive financial packages.
• Own treasury operations including liquidity planning, cash forecasting, and banking relationships.
• Own debt / capital markets activities including lender reporting, covenant compliance, and capital strategy.
• Own tax strategy and compliance, managing external partners and ensuring proactive, accurate execution.
• Improve finance systems, workflows, and automation to support scale (Workday experience strongly preferred).
• Partner cross-functionally to ensure financial rigor, operational alignment, and high-quality reporting.
• Establish the governance, reporting, and operational discipline required for IPO readiness (even if not immediate).

VP, Finance – Accounting

• provides comprehensive financial and research administrative support
• supports core financial and operational functions essential to departmental stability
• assists with pre‑award budget development
• routine post‑award budget monitoring
• personnel‑related financial tracking
• processing purchasing and payments
• supporting purchase order activity
• tracking equipment and assets

Financial Specialist – Dermatology

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams (TPA fees, recoveries, subrogation, salvage).
• Collaborate with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate and timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement initiatives.
• Assist in developing financial models and tools to enhance claims analysis and forecasting capabilities.
• Stay informed on industry best practices and regulatory changes to continuously improve reporting processes.

Senior Claims Finance Analyst

• Oversee and improve profitability methodologies (capital allocation, cost allocation, revenue attribution, FTP) ensuring consistency, transparency, and documentation
• Produce management financials and segment report
• Lead enterprise profitability reporting and analytics (NIM, fees, expenses, capital usage, RAROC/ROE/ROA) with clear executive insights
• Partner with Treasury to manage FTP and evaluate spreads, margin dynamics, funding mix, and rate sensitivity
• Oversee cost allocation and activity-based costing; maintain capital attribution aligned with RWA frameworks
• Deliver customer, product, and segment profitability analysis; explain results and drivers to senior leadership
• Provide decision support for pricing, new products, M&A, and strategic initiatives through scenario and stress analysis
• Integrate profitability into budgeting, forecasting, and long-range planning; enhance forward-looking models
• Maintain governance and controls, including model validation support, regulatory alignment, and methodology change management

Finance Profitability Manager, FP&A

• Design, create, and troubleshoot reports for end users to meet business needs
• Provide on-going training to end users of SAP FI/CO and Reporting Tools
• Develop strong partnerships with Finance Business Owners to understand reporting needs
• Analyzes and designs basic functional process improvements
• Utilizes technology to automate financial processes
• Supports the implementation of finance systems with in-depth customer service, internal control, data governance and project management skills
• Works to understand complex functional situations by paying attention to the details of the tasks at hand and by breaking them down into smaller pieces
• Uses deep subject matter/functional expertise, influence and process skills to help internal/external customers and stakeholders identify and meet their high priority needs while considering cultural and diversity implications
• Encourages informed Risk-taking and acts as a catalyst for innovation at Cardinal Health; generates practical, sustainable and creative options to solve problems and create business opportunities, while maximizing existing resources
• Proactively develops and maintains technical knowledge in SAP Invoice to Cash, accounts receivable, and cash (bank) management remaining up to date on current trends and best practices
• Interprets internal/external business issues and adapts work priorities in area
• Analyzes and designs basic functional process improvements
• Utilizes technology to automate financial processes
• Supports the implementation of finance systems with in-depth customer service, internal control, data governance and project management skills

Advisor, Financial Systems – SAP FI/CO

• 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

• responsible for researching, compiling and analyzing various sources of data
• create reports and dashboards to enhance automated reporting capabilities
• complete annual budget process and standard monthly variance reporting
• aide in monthly system reconciliations
• cost accounting support
• other ad hoc requests for internal and external partners

Associate Financial Analyst

• Analyze customer data and documentation such as invoices, tax exemption certificates, and financial statements.
• Contact customers via phone or email to assist with financial matters.
• Build successful partnerships with key internal teams and vendors.

Finance Associate

• Provide personalized guidance to help patients understand and manage healthcare-related financial obligations
• Review benefits, estimate out-of-pocket costs, and facilitate payment arrangements
• Address billing and coverage inquiries and maintain accurate account documentation
• Monitor trends, prepare operational reports, and support process improvement initiatives

Senior Financial Navigating Specialist

• Analyzes credit information to support lending decisions and processes for new and existing Dealer Finance commercial banking loans and credit solutions.
• Makes credit decisions and recommendations in compliance with bank policies and procedures.
• Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
• Assesses client repayment capacity using financial models and analytical tools.
• Signs off on new, renewal and extension loans within delegated authority.
• Monitors portfolio to identify deteriorating credit conditions and compliance.
• Evaluates portfolio performance and recommends capital allocation strategies to optimize returns.

VP, Portfolio Manager – Commercial Banking Dealer Finance

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning.
• Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights.
• Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way.
• Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking.
• Develop and maintain financial models that support strategic initiatives and operational planning.
• Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights.
• Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation.
• Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment.
• Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

FP&A Manager

• Provide operational and capital financial support for UW Health Departments
• Provide business planning, financial modeling, analytic, productivity, and benchmarking support to operational leaders
• Serve as the primary financial contact as a coach, teacher, mentor, and advocate for stakeholders

Finance Business Partner

• Drive growth of TransUnion’s Community Financial Institutions business by leading end-to-end sales pursuits and aligning solutions to client needs.
• Own the full sales lifecycle, including prospecting, relationship development, presentations, contract negotiations, and seamless handoff to account management.
• Deliver compelling value-based presentations, develop tailored solutions, address objections, and successfully close new business.
• Partner with internal teams and sales peers to expand relationships with existing customers, driving cross-sell and upsell opportunities.
• Leverage internal resources, market insights, and customer feedback to shape sales strategy, support product innovation, and represent TransUnion at client meetings and industry events.

Industry Executive – Community Financial Institutions

• Lead the development of analysis and reporting for financial information used in monthly, quarterly, and/or annual reporting including historical and/or forecasted financial information.
• Review and approve financial plans, financial forecasts, profitability impacts & competitive analysis, and various reports to better track profitability.
• Drive the preparation of financial and business-related analysis and research.
• Oversee the development of budgets for the department based on actual performance, previous budget figures, estimated revenue, expense reports and other factors.
• Serve as the lead business partner to Sales & Marketing on self-funded group matters; serve as a subject matter experts on self-funded billing/collection/invoicing issues.
• Proactively identify areas of improvement and recommend process enhancements to management.
• Review, approve, and support the creation of monthly, quarterly, annual, and ad hoc reporting for use by senior leadership, the Board of Trustees, the BCBS Association; ensure such reporting is accurate and make presentations to management as needed.
• Respond quickly and accurately to escalated issues from internal and external clients and customers.

See all jobs on JobTailor

Financial Manager

Senior Financial Analyst

Associate Director, Finance

Senior Financial Analyst

Manager, Financial and Operational Compliance

Manager, Financial Systems

VP, Finance – Accounting

Financial Specialist – Dermatology

Senior Claims Finance Analyst

Finance Profitability Manager, FP&A

Advisor, Financial Systems – SAP FI/CO

Associate Vice Chancellor – Student Financial Services

Associate Financial Analyst

Finance Associate

Senior Financial Navigating Specialist

VP, Portfolio Manager – Commercial Banking Dealer Finance

FP&A Manager

Finance Business Partner

Industry Executive – Community Financial Institutions

Team Leader, Financial Reporting