Financial Planning and Analysis

• 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

• 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

• Join the Investment Program at First Interstate Bank as a Financial Advisor associated with LPL Financial
• Help clients in every stage of their financial life
• Create client solutions specific to clients' financial goals

Financial Advisor

• Serve as a strategic thought partner at the intersection of finance, data, and commercial decision-making.
• Own high-visibility analytical programs that directly shape pricing strategy, assortment investment, and category portfolio decisions—operating with a high degree of autonomy.
• Influence senior leadership and cross-functional teams across Merchandising, Marketing, Supply Chain, and FP&A.

Principal Financial Analyst – Merchandising 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

• Serves as a finance partner to operating staff providing timely and relevant reporting and analysis to drive informed business decisions.
• Assesses and evaluates financial performance in relation to long-term operational goals, budgets, and forecasts.
• Supports the creation of yearly financial objectives aligned with the business partner's growth and expansion plans.
• Prepares and presents monthly financial budgeting reports, such as profit and loss statements, forecast vs. budget, and cash flow analyses.
• Ensures the application of appropriate internal controls, SOX compliance, and financial procedures.
• Maintains strong relationships with business partners and leads by example demonstrating commitment to personal development and fostering a positive workplace culture.
• Provides insights into how projects relate to operational strategy and enterprise goals, and proactively anticipate partner needs.
• Involves preparation of plant submission summaries, department target creation, and overseeing the consolidation of monthly financial forecasts and actuals.

Plant Finance Supervisor

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Financial Planner

• 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.

Team Leader, Financial Reporting

• Leads financial planning, target-setting, and forecasting activities to support enterprise performance management and cost discipline.
• Guides the design and evolution of financial operating models and cost structures, ensuring alignment with strategic and operational priorities.
• Drives continuous improvement in FP&A processes, governance, reporting, and automation to increase efficiency, transparency, and decision support.
• Establishes financial assumptions, planning parameters, and performance frameworks to support consistent and reliable guidance.
• Partners with business and functional leaders to align forecasts, reconcile assumptions, and provide integrated financial perspectives.
• Provides oversight of financial analysis across a broad scope of business activities and adapts support as organizational priorities evolve.
• Communicates with executive presence, translating business performance, operational drivers, and strategic initiatives into clear financial insights and recommendations.
• Ensures reporting, analysis, budgeting, forecasting, cost allocation, staffing, and benchmarking activities align with enterprise financial frameworks and business objectives.
• Leads development of business cases, performance models, and financial frameworks for key initiatives, and monitors outcomes against expectations.
• Builds organizational capability by developing talent, strengthening leadership readiness, and advancing a strategic advisory approach within FP&A.
• Serves as a key finance partner across the organization to address complex business issues and promote stewardship, accountability, and effective management of enterprise resources.

Senior Manager, Financial Planning & Analysis

• 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

• Monitor caregiver pay-to-bill ratios and identify margin leakage
• Maintain a rolling 6-12 month cash forecast
• Present financial clarity in weekly Level 10 meetings
• Oversee budget-to-actual variance
• Elevate financial literacy of leadership team

Strategic Financial Lead – Fractional or Retired CFO

• collects, analyze and report on market data to connect financial outcomes with operational effectiveness
• review Market Financials, Claims and trend analytics, reviewing contract financials, and budget/administration development
• Work with Actuary, MRA, Corporate Finance, Clinical, Market Point and Providers/Hospitals/Ancillary internally
• Work with our Value Based Providers relating financials, membership, cost and utilization reporting
• Promote optimization inclusive of activities spanning decisions
• Advise regional leadership of functional strategies on matters of significance while exercising independent on complex issues

Market Finance Lead

• Use proprietary software applications to provide input/labels on defined projects.
• Support and ensure the delivery of high-quality curated data.
• Play a pivotal role in supporting and contributing to the training of new tasks, working closely with the technical staff to ensure the successful development and implementation of cutting-edge initiatives/technologies.
• Interact with the technical staff to help improve the design of efficient annotation tools.
• Choose problems from finance fields that align with your expertise, focusing on areas like investment analysis, taxation, accounting, financial modeling, or risk assessment where you can confidently provide detailed solutions and evaluate model responses.
• Regularly interpret, analyze, and execute tasks based on given instructions.

Finance Expert

• Serve as a senior financial partner to leaders, providing insights and recommendations that support strategic and operational decisions.
• Interpret financial results, trends, and forecasts, translating complex analyses into clear business implications.
• Design, develop, and maintain complex financial models to support:
• Cost allocation and driver‑based analysis.
• Scenario, sensitivity, and what‑if analysis.
• Translate assumptions and business drivers into quantified financial outcomes.
• Translate complex modeling outputs into clear, actionable insights that drive business decisions.
• Develop and refine driver-based and predictive modeling approaches.
• Ensure models are structurally sound, well‑documented, and reproducible over time.
• Define and validate core financial datasets used for actuals, budget, and forecast.
• Ensure consistency of metrics and methodologies across reporting and analysis.
• Design scalable analytical structures, dashboards, and reporting tools (e.g., Excel, Power BI).
• Reduce manual effort by improving automation, structure, and reuse of financial analyses.
• Independently build end-to-end data and analytics solutions (i.e. ingesting data, modeling data. analyzing data, developing reports/dashboards, and sharing insights) to meet organizational priorities and timelines.
• Continuously improve financial analysis processes, tools, and methodologies.
• Document models, assumptions, and analytical approaches to enable knowledge transfer.

Senior Analyst – Financial Data Modeling, Analytics

• Determine what our customers need.
• Leverage internal and external sources, conduct customer interviews, surveys, analyze behavior and develop solutions.
• Craft and maintain the product backlog.
• Work with design and engineering teams to define, groom, and execute epics & features.
• Communicate & coordinate with cross-functional stakeholders.
• Provide strong evidence and rationale for decision making.
• Seamless integration with fellow product managers.
• Rigorously leverage data and analytics to drive decisions, features, and design.
• Collaborate with Leadership, Engineering, Design, Strategy, and Implementation to drive initiatives.

Product Manager II – Financials, Access & Integrations

• 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

• 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 financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

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