Financial Planning and Analysis

• Own the monthly planning and forecasting cycle, including model updates, forecast refreshes, and leadership reporting
• Maintain an integrated, driver-based operating model connecting revenue, operating expenses, balance sheet, cash flow, and key business metrics across multiple entities and currencies
• Develop scenario and sensitivity analyses covering growth, retention, pricing, cost structure, cash requirements, and executive decisions
• Prepare the monthly management reporting package, including results versus plan and prior forecast, variance explanations, KPIs, and updated financial outlook
• Partner with Accounting after each close to align management reporting with the general ledger and reconcile cash, debt, revenue, and other material balances
• Work with Sales and Customer Success to evaluate pipeline quality, bookings, contract value, recurring revenue, renewals, churn, expansion, and customer concentration
• Provide financial guidance to functional leaders, test operating assumptions, and translate business decisions into expected financial outcomes
• Improve FP&A processes, data controls, and reporting automation while maintaining ownership, version control, and review standards
• Support board, lender, investor, audit, and other strategic finance work with timely, accurate analysis and materials

FP&A Manager

• Support day-to-day bookkeeping and accounting activities, including transaction coding, audit reporting assistance, maintenance of supporting documentation, and general ledger support
• Administer the Company’s expense management processes, including reviewing expense submissions, monitoring policy compliance, following up on outstanding items, and maintaining documentation
• Process and track employee and contractor reimbursements and respond to routine reimbursement questions
• Maintain ticketing-related financial records and reporting, assist with reconciliations, and coordinate with internal teams to accurately capture ticketing activity
• Prepare recurring and ad hoc reports and assist with gathering, organizing, and analyzing financial information
• Maintain calendars, schedules, deadlines, and recurring accounting processes; send reminders and follow up with stakeholders for required information and approvals
• Provide administrative and operational support to the Accounting and Finance team, including maintaining files and records and coordinating meetings
• Work with employees across the organization to resolve routine accounting, expense, reimbursement, and documentation questions
• Support special projects and other Accounting and Finance priorities as needed

Finance and Accounting Coordinator

• Develop, perform, and progress as an independent advisor
• Participate in mentorship, observation, feedback, and hands-on development with the practice owner and team
• Complete required study, licensing, registration, and development milestones
• Build proficiency in financial planning concepts, client discovery, meeting preparation, recommendations, follow-through, and practice operations
• Prepare for client meetings and gather, organize, and accurately enter client information
• Help create financial planning deliverables and follow-up items
• Communicate professionally and empathetically, resolve service needs, and coordinate client requests
• Document interactions and maintain complete, accurate records
• Support analysis of client goals, priorities, time horizons, and risk considerations
• Assist with case preparation, planning scenarios, illustrations, and suitable recommendations under supervision
• Help clients understand next steps and track progress
• Monitor follow-ups and support periodic client reviews
• Develop professional relationships and cultivate a network of prospective clients and centers of influence
• Support and potentially lead referral strategies, educational events, seminars, community outreach, and client appreciation activities
• Follow up with prospective clients and convert interest into planning conversations
• Develop and execute growth initiatives aligned with practice strategy
• Manage time, priorities, and business-development activity independently
• Coordinate with the practice on client commitments, regulatory obligations, and shared growth goals
• Identify opportunities to improve client service, workflows, quality, efficiency, and growth
• Protect client trust and practice reputation through discretion, ethical conduct, and consistent follow-through

Associate Financial Advisor

• Assist in preparing the annual operating plan and 5-year strategic plan
• Own the CAPEX operating plan and 5-year strategic plan
• Own the monthly re-forecasting process for the Americas, EMEA, and APAC regions
• Manage and generate functional site reporting requirements for all operating locations
• Prepare consolidated income statement reporting packages with commentary
• Analyze and provide commentary on actual financial results versus budget, forecast, and prior year
• Participate in the month-end financial close process by conducting account analysis
• Administer the HFM Planning system and reconcile Essbase cubes
• Partner with Human Resources during month-end headcount close to ensure completeness and accuracy of actual and pipeline headcounts used for total payroll expense forecasting
• Manage the capital expenditure request database to ensure proper accounting and classification of spend, including Capital versus Expense
• Review and track expenditures against approved CER spend
• Conduct ad hoc analyses requested by management and executive leadership
• Perform other duties as assigned

Financial Analyst

• Lead business-wide financial planning and reporting activities
• Create and enhance standard finance reporting packages and metrics for the Mortgage Originations business and channels including forward, B2B and B2C
• Maintain and enhance financial models and analytics supporting business strategy, including operational capacity models and costs
• Partner with Data Science & Analytics and other leaders to build analytics and strategies, including Capital Markets and Corporate Development
• Partner with the CFO and Finance team on shareholder relations analytics and supporting materials, R/Y/G matrix, and valuation
• Lead the finance data warehouse launch and support financial systems redesign and enhancements
• Set objectives and key results supporting Service Excellence standards and monitor delivery to increase customer satisfaction
• Promote and instill a high-performing team culture
• Develop a dynamic and agile team while leveraging automation to streamline functions and grow analytical curiosity
• Foster talent, improve business acumen, support retention, and support change management initiatives
• Allocate resources and drive accountability for direct reports to achieve results

Director, Mortgage Lending Finance

• Serve as the central coordinating focal point for accounting actions and issues among SOF AT&L program offices, SOF AT&L-K, HQ USSOCOM, DFAS, 6th Comptroller Squadron, and other stakeholders
• Support Tri-Annual reviews and ongoing reconciliation
• Conduct formal Tri-Annual reviews and full document reconciliation for active and expired fiscal year accounts in accordance with DoD FMR and DFAS guidance
• Coordinate contract follow-up and closeout activities for contracts with active, expiring, or expired funds
• Track, analyze, and report reconciliation and contract closeout metrics
• Provide every-other-month status by appropriation and fiscal year
• Identify and escalate leadership concerns and recommend corrective actions
• Provide training and user support on Tri-Annual review processes and related systems
• Perform Super Module Manager and Group Administration Manager roles
• Provide accounting and financial support for classified funding portfolios
• Perform financial execution and analysis using DEAMS, PBAS, ABSS, CRIS, Select/Native Programming Data Input System, and internal tracking systems
• Monitor expenditures against plans and recommend remedial actions
• Maintain and update SOF AT&L obligation tracking and Financial Execution Module daily
• Prepare monthly investment status reports with “Get Well” plans and supporting backup
• Prepare and execute financial documents including FADs, MIPRs, AF Form 9s, and Fund Cite Authorizations
• Set up new accounts/flows in ABSS/DEAMS/WAWF
• Maintain contract execution files and supporting documentation
• Perform fiscal year-end closeout actions and daily/monthly/annual closeout reporting
• Analyze subsidiary and general ledger adjustments
• Advise on continuing resolution allocations, apportionments, allowances, and requests for additional funds
• Support foreign partner funding management and reporting for SOF Peculiar FMS and IAC projects
• Develop presentations and analytic products and assist in development/validation of execution year Unfunded Requirements

• Obtain and verify demographic and insurance information
• Obtain authorizations, referrals, and notifications for diagnostic, surgical, therapy, admissions/observations, and other procedures/treatments
• Schedule patients' initial, follow-up, and add-on appointments/procedures as applicable
• Work in a call center environment
• Meet individual quality metrics, including productivity, accuracy, and customer service QA
• Coordinate patient flow and ensure timely processing
• Maintain knowledge and deploy departmental, physician practice, and hospital practices to address patient questions or concerns
• Maintain knowledge of insurance requirements, BHSF pricing, financial assistance options, and BHSF Revenue Cycle operations
• Provide professional, compassionate, and friendly service to patients, families, employees, physicians, and community members

Financial Clearance Associate 1

• Partner with a Senior Financial Advisor to support and deepen client relationships
• Participate in client meetings and assist with financial planning, portfolio reviews, and investment recommendations
• Conduct investment and market research to support client conversations and planning opportunities
• Learn and utilize financial planning technology, including eMoney, to help develop comprehensive client strategies
• Collaborate with internal specialists and business partners to deliver customized wealth management solutions
• Support business development efforts through client outreach, relationship expansion, and portfolio conservation initiatives
• Assist with account administration, servicing requests, and regulatory documentation
• Develop the knowledge and confidence necessary to independently manage client relationships over time
• Progress toward managing client relationships and building a personal book of business as a Financial Advisor

• Support program leadership in driving operational performance and business decision-making
• Provide end-to-end financial oversight for assigned programs
• Conduct budgeting, forecasting, variance analysis, earned value management, and long-range planning
• Collaborate with program managers, operations teams, and cross-functional stakeholders
• Interpret financial data, identify trends, assess risks, and recommend actions to enhance program efficiency and profitability
• Ensure financial compliance
• Support audit and reporting requirements
• Conduct quantitative analyses affecting budgets, expenses, and other financial projects
• Collect and analyze financial information for assigned accounts, products, product lines, or business units
• Track organizational progress against financial goals
• Report current or expected financial performance
• Create financial models to guide decision-making
• Analyze cash flow, expenditures, revenue, depreciation, and investments
• Recommend actions or modifications regarding financial procedures, plans, and controls
• Assist in preparing monthly, quarterly, or annual financial statements
• Solve complex problems independently with minimal guidance
• May lead projects or project steps and act as a resource for less experienced colleagues

Senior Financial Analyst – SRM

• Support program leadership in driving operational performance and business decision-making
• Provide end-to-end financial oversight for assigned programs
• Conduct budgeting, forecasting, variance analysis, earned value management, and long-range planning
• Collaborate with program managers, operations teams, and cross-functional stakeholders
• Interpret financial data, identify trends, assess risks, and recommend actions to enhance program efficiency and profitability
• Ensure financial compliance
• Support audit and reporting requirements
• Conduct quantitative analyses affecting budgets, expenses, and financial projects
• Collect and analyze financial information for assigned accounts, products, product lines, or business units
• Track organizational progress against financial goals
• Report current or expected financial performance
• Create financial models to guide decision-making
• Analyze cash flow, expenditures, revenue, depreciation, and investments
• Recommend actions or modifications regarding financial procedures, plans, and controls
• Assist in preparing monthly, quarterly, or annual financial statements