Financial Planning and Analysis

• Address members’ financial needs
• Demonstrate leadership in the community
• Support the continued growth of the local office
• Over time, recruit, train, and develop other financial representatives
• Contribute to the overall success of the team

Financial Representative

• Serve as the primary Finance resource supporting Residential Sales and Marketing organizations
• Lead creation, analysis, and communication of Residential sales and cost of sales forecasts
• Collaborate with Sales, Merchandising, Marketing, and Supply Chain using market and product intelligence to create detailed forecasts
• Communicate forecast changes and forecast-versus-actuals reconciliations
• Create and maintain customer profitability analyses for the top 30 non-Furniture Gallery customers
• Track sales and gross profit performance and develop customer-specific profitability plans for top 10 accounts
• Lead product and product group pricing analyses to maximize sales and gross profit
• Develop new product business case analyses and contribute to Go-To-Market strategy development
• Analyze ROI for Residential Trade and Volume Discount programs
• Conduct financial analyses for bi-annual Market new product introductions and identify margin improvement opportunities
• Optimize pricing for Clearance and Obsolete inventory sales
• Forecast and budget Gross Sales, Discounts, and related SG&A Expenses
• Supervise 1-2 direct reports

Finance Manager – Residential, Commercial

• Work with investors to acquire and sell properties
• Provide expert guidance on contracts, terms, and market conditions
• Use Skyslope and Follow Up Boss to manage leads and close deals efficiently
• Collaborate with the team while maintaining flexibility to work independently
• Deliver outstanding customer service and build long-term client relationships
• Show properties and meet with clients as needed

Real Investment Agent

• Monitor, analyze, and forecast program financial performance for current and future programs
• Maintain accurate Estimates at Complete (EACs), including revenue, cost, and resource expectations
• Partner with cross-functional stakeholders and analysts to translate financial data into insights and recommendations
• Prepare and maintain EACs, rolling forecasts, P&L, cash flow, and production planning
• Align cost and schedule forecasts with contractual scope and schedule
• Develop and manage program baselines and plans, incorporating contractual changes and ASC 606 revenue recognition requirements
• Monitor performance through variance analysis, risk assessment, and mitigation planning
• Prepare monthly, quarterly, and annual financial reports and ad-hoc analyses for program teams and GMD consolidated leadership
• Provide insights supporting investment, budgeting, and financial strategy decisions
• Use SAP (PEG), Dassian, and other internal business tools for financial analysis
• Automate standard processes and ensure they operate effectively

Senior Financial Analyst, GM Defense Programs

• Lead and support financial and capacity planning, reporting, and forecasting activities for StaaS and DPaaS
• Manage LRT (Long Range Target) and PO (Purchase Order) creation and invoice reconciliation
• Conduct compliance and metrics record reviews to ensure adherence to service standards
• Maintain and develop relationships with suppliers and Value-Added Resellers (VARs)
• Perform tax and accounting reconciliations related to storage services
• Support current and future planning for the global expansion and adaptation of Storage as a Service
• Create and manage Jira planning artifacts, including user stories and backlog items
• Support Storage as a Service (StaaS) and Data Protection as a Service (DPaaS) offerings within Ford's global storage services portfolio

Financial and Compliance Analyst

• Lead complex, cross-functional initiatives from problem definition and requirements gathering through solution design, development, implementation, change management, and adoption
• Clarify business needs, establish priorities, set milestones, evaluate alternatives, and recommend scalable solutions
• Build stakeholder alignment and influence decisions across organizational boundaries
• Serve as the primary technical and functional subject matter expert for assigned financial systems
• Design, develop, implement, and support analytical tools, reports, dashboards, integrations, and planning solutions
• Model, extract, and analyze data across financial systems
• Drive process improvement, innovation, standardization, automation, and operational efficiency
• Communicate project status, risks, recommendations, and key decision points to leadership
• Serve as system administrator, owning security administration, production support, issue resolution, testing, and release management
• Provide technical guidance to internal and external resources and maintain expertise in relevant technologies and industry trends
• Perform financial analysis and support special projects, budgeting, forecasting, planning, and ad hoc reporting for senior leadership and the Board of Directors
• Provide direction, guidance, and support to lower-level professionals and support employees

Lead Financial Systems Specialist

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records and accurately log client communications
• Schedule appointments and support client follow-ups
• Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, status follow-ups, and related administrative communication
• Own outstanding requirements and manage multi-party workflows through completion
• Take on additional administrative responsibilities as capacity and reliability are demonstrated

Financial Assistant, Wealth Management – Part Time

• Meet with existing and prospective clients to plan their financial future
• Provide customers and their families with personalized retirement and financial planning
• Use company-provided technology and tools to improve operations
• Use marketing support, including mailings, email blasts and customized flyers, to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn skills, methods and best practices
• Create and build a successful financial advisory practice

Financial Advisor

• Meet with existing and prospective clients to plan their financial future
• Provide a personalized retirement and financial planning experience for customers and their families
• Utilize company-provided technology and tools to improve operations
• Use mailings, email blasts and customized flyers to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn new skills, methods and best practices
• Build a career and create a personal schedule with available company resources

• Meet with existing and prospective clients to plan their financial future
• Provide personalized retirement and financial planning for customers and their families
• Use company-provided technology and tools to improve operations
• Use mailings, email blasts, and customized flyers to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn skills, methods, and best practices
• Build a personal schedule and career on the advisor's own terms