Financial Planning and Analysis

• Handle moderately complex operations processes related to credit disputes, escalations, and tax reporting
• Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
• Process transactions, reconciliations, and research requests for clients, consumer reporting agencies, or taxing authorities
• Perform daily reconciliation and tax withholding payment remittances to the IRS and states
• Complete daily, weekly, and monthly quality assurance functions for tax payments, federal and state tax filings, withholding inquiries, reversals, and manual adjustments
• Review daily tax withholding payments before remittance to the IRS and states
• Review manual processing for accuracy, completeness, and timeliness using the Integrated Quality Systems workflow tool
• Escalate issues or concerns identified during quality assurance reviews to management
• Reconcile tax withholding ledgers daily and identify variances
• Complete monthly Frontier attestation for tax withholding ledgers
• Collaborate with Tax Operations teams and management on process enhancements
• Perform analytics, report creation, exception processing, and financial data research
• Identify risks and process improvement opportunities
• Provide quality service and support to internal business partners and external clients

Financial Data and Reporting Ops Analyst

• Handle moderately complex operations processes related to credit disputes, escalations and tax reporting
• Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
• Process tax withholding payments and remittances to the IRS and states
• Address withholding inquiries, process tax withholding reversals and manual withholding adjustments
• Assist with tax remediations and other team initiatives
• Prepare and review payment packets and gather documentation
• Adhere to regulated payment schedules and federal/state deadlines
• Review, research, and respond to branch inquiries via email or Service Request Portal
• Review tax withholding reports and monthly reconciliations
• Reconcile withholding ledgers and establish liability positions
• Support year-end and tax withholding remediation initiatives
• Support legal entity summary filings, tax form solicitations, and IRS correspondence
• Produce metrics reports and perform Quality Assurance peer reviews
• Collaborate with management and internal and external Tax Operations teams on process enhancements
• Provide quality service and support for internal business partners and external clients
• Work overtime during tax season

• Support management in billing and collection of accounts receivable for inpatient and outpatient accounts
• Apply cash and perform reconciliation
• Resolve customer service issues
• Notify patients and/or guarantors of liabilities
• Verify insurance benefits
• Assist customers with billing questions
• Answer inbound calls for billing inquiries for all facilities
• Ensure insurance information is entered properly on accounts
• Process credit card payments
• Complete customer service forms for various customer service requests
• Complete weekly backlog
• Perform other related duties as assigned

Patient Financial Services Representative

• Handle moderately complex operations processes related to credit disputes, escalations and tax reporting
• Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
• Process transactions, reconciliations, and research requests for clients, consumer reporting agencies, or taxing authorities
• Prepare and review payment packets and gather documentation
• Adhere to regulated payment schedules and deadlines
• Review, research, and respond to branch inquiries regarding withholding via email or Service Request Portal
• Review and research tax withholding reports and monthly reconciliations
• Process manual tax withholding adjustments
• Reconcile withholding ledgers through system checks and balances
• Support year-end, tax withholding remediation, legal entity summary filings, tax-form solicitations, and IRS correspondence
• Produce metrics reports and perform Quality Assurance peer reviews
• Collaborate with management and internal and external teams on process enhancements
• Provide quality service and support for internal business partners and external clients
• Work overtime during tax season

• Handle moderately complex operations processes related to credit disputes, escalations and tax reporting
• Perform analysis, research, reconciliation, reporting data validation and resolution of issues and customer requests
• Complete daily, weekly and monthly quality assurance functions related to tax payments, federal and state tax filings, withholding inquiries, reversals and manual withholding adjustments
• Reconcile tax withholding ledgers daily and identify and escalate variances
• Complete monthly Frontier attestation for tax withholding ledgers
• Review daily tax withholding payments for inline quality assurance before remittance to the IRS and states
• Review manual processing for accuracy, completeness and timeliness using the Integrated Quality Systems workflow tool
• Escalate issues or concerns identified during QA reviews to management
• Collaborate with management and Tax Operations teams on process enhancements
• Research and resolve financial data requests or exceptions
• Perform routine analytics, report creation and exception processing
• Identify process improvement opportunities and escalate risk concerns
• Provide quality service and support to internal business partners and external clients
• Work overtime during tax season

• Lead a team supporting Asset Based Finance and Residential Mortgage Whole Loan products
• Provide operational and people leadership across deal onboarding, trade settlement, funding, asset servicing, and secondary market trading
• Partner with Portfolio Management, Deal Teams, Legal, Fund Management, counterparties, custodians, trustees, and agent banks
• Ensure accurate and timely transaction execution, effective risk management, and ongoing portfolio support
• Drive operational excellence, strengthen controls, develop team talent, and support business growth and scalability
• Lead, develop, and mentor Investment Operations professionals
• Facilitate deal execution with deal teams, counsel, fund management, and internal and external stakeholders
• Capture and maintain primary and secondary market trading activity in the Order Management System
• Ensure accurate and timely IBOR positions and records
• Manage end-to-end wire payment processes for deal funding and settlement
• Coordinate and execute private asset transfers
• Manage daily production, including cash forecasting and positioning
• Research and resolve cash and position breaks
• Prepare and distribute recurring and ad hoc reports
• Identify and implement process improvements and automation opportunities

Senior Associate, Investment Operations – Asset-Based Finance

• Lead, develop, and mentor a team of Investment Operations professionals
• Support Asset Based Finance (ABF) and Residential Mortgage Whole Loan products
• Provide operational and people leadership across deal onboarding, trade settlement, funding, asset servicing, and secondary market trading
• Facilitate deal execution with deal teams, counsel, fund management, and internal and external stakeholders
• Capture and maintain primary and secondary market trading activity in the Order Management System (OMS)
• Ensure accurate and timely IBOR positions and records
• Manage end-to-end wire payment processes for deal funding and settlement
• Coordinate and execute private asset transfers
• Manage daily production, including cash forecasting and positioning
• Research and resolve cash and position breaks with stakeholders
• Prepare and distribute recurring and ad hoc reports
• Identify and implement process improvements and automation opportunities
• Strengthen controls, manage risk, develop team talent, and support business growth and scalability

• Serve as primary finance business partner to the President of Sales and Sales Leadership Team, reporting to the CFO, Holistic Health
• Lead Sales Finance across customer and channel performance, revenue growth management, trade investment, forecasting, commercial controls, and strategic revenue management
• Lead and develop the Sales Finance organization
• Partner with Sales, Commercial Copilots, FP&A, and Corporate Accounting
• Develop annual plans, customer strategies, joint business plans, and investment choices
• Evaluate customer funding, promotions, pricing actions, terms, assortment changes, and commercial proposals
• Provide financial leadership for pricing, promotion, mix, trade architecture, pack-price strategy, and customer terms
• Improve trade investment effectiveness through planning, approval, measurement, post-event evaluation, and fund reallocation
• Monitor market share, distribution, organic growth, trade rate, promotion effectiveness, and commercial KPIs
• Ensure accurate accounting and forecasting for trade spend, rebates, deductions, promotional accruals, gross-to-net sales, and related activities
• Maintain controls over customer funding, trade approvals, accruals, settlements, reconciliations, and commercial master data
• Deliver monthly, quarterly, and annual sales, trade, net sales, and customer profitability forecasts
• Lead Sales Finance separation and standalone-readiness activities through the Nestlé carve-out
• Lead Sales Finance requirements and participation in new ERP process design, data mapping, controls design, testing, cutover, training, and stabilization
• Champion standardized processes, automation, connected data, and self-service analytics
• Recruit and retain talent, clarify roles, and build development and succession plans

Senior Director of Sales Finance

• Execute Microsoft Financial Services alliance strategy and objectives in alignment with Microsoft Global Alliance priorities and EY Financial Services sector growth agenda
• Facilitate senior Microsoft and EY Financial Services relationships and program management for strategic sector opportunities
• Accelerate field engagement and drive action across alliance initiatives
• Drive disciplined governance with clear accountability across global service lines, practices, sectors, priority accounts, regions, and Microsoft counterparts
• Provide actionable pipeline, performance, account activation, and market insights to Microsoft Alliance executives and EY Financial Services leadership
• Support identification, development, and activation of Microsoft priority solutions and partner programs across Financial Services
• Deliver alliance intelligence through financial reporting, Microsoft impact/influence analysis, sector pipeline visibility, and account activation insights
• Identify and activate priority Financial Services accounts, supporting business plans, executive relationship mapping, operating cadence, and alliance contracts
• Drive compliance with internal policies, independence requirements, alliance governance, and commercial requirements
• Collaborate with enablement and Brand, Marketing and Communications teams on sector-specific messaging, sales collateral, and campaign materials
• Partner with regional alliance, sector, account, and BMC leaders on Financial Services alliance marketing and enablement activities
• Contribute content, knowledge sharing, market insights, and leading practices to the Global Alliance and Ecosystem Relationship network
• Coordinate with global and regional teams and travel based on business needs

Financial Services Alliance Relationship Director

• Lead the annual, quarterly and agile planning cadence for Communications
• Translate enterprise priorities into clear, sequenced and actionable plans across SLT teams
• Establish planning governance, decision forums, service tiers and tradeoff mechanisms
• Lead and develop the Strategic Planning pillar team, including strategic planning operations, strategic narrative design support and intake
• Partner with the Head of Strategy & Integration, CCO, senior Communications leaders and SLT stakeholders
• Surface priorities, dependencies, decisions and risks to enable faster alignment
• Use intake, planning and status signals to make demand, resource pressure and tradeoffs visible
• Determine what Communications takes on, sequences or declines
• Ensure planning outputs, executive updates and GLT-ready materials demonstrate Communications’ contribution to strategy, transformation, reputation and stakeholder confidence
• Report to the Head of Strategy & Integration

Financial Planning and Analysis jobs in New Jersey

Financial Data and Reporting Ops Analyst

Financial Data and Reporting Ops Analyst

Patient Financial Services Representative

Financial Data and Reporting Ops Analyst

Financial Data and Reporting Ops Analyst

Senior Associate, Investment Operations – Asset-Based Finance

Senior Associate, Investment Operations – Asset-Based Finance

Senior Director of Sales Finance

Financial Services Alliance Relationship Director

Vice President, Communications Strategic Planning