Job Summary: 

• Manage the quarterly forecasting process, ensuring all Conifer Health teams are in line with the process and timelines
• Ensure that analysis tools support a sound decision-making process that leads to the right decisions being made at the unit level, as well as at the operating leadership team level
• Act as a change agent, in leading the ongoing efforts to improve annual planning and forecasting processes
• Lead the development of financial materials for all reviews with Conifer and Tenet leadership
• Drive coordination across the CFO organization between field finance and functional finance teams supporting operations and finance
• Lead annual business planning process including coordination with Tenet Finance
• Lead ad hoc analysis in support of the business may lead projects within the organization
• Prepare and give presentations to Senior Management
• Identify opportunities to streamline business processes to maximize efficiency and effectiveness
• Lead and develop team members, ensuring they are motivated and engaged
• Maintain security, confidentiality and controls on all documents in the Finance department
• Use financial systems/applications to enter data and/or process information
• Supervise the Sr. Analyst’s work assignments and partner with the Sr. Manager to ensure a consistent level of productivity
• Oversee and facilitate the annual review process for the Sr. Analyst
• Work with Sr. Manager to identify opportunities for professional development of Sr. Analyst
• Work with Sr. Manager to develop and implement quality control procedures
• Work with Sr. Manager to develop and implement best practices around financial modeling
• Assist the Senior Manager with various administrative projects 

Skills on Resume: 

• Forecasting (Hard Skills)  
• Financial Analysis (Hard Skills)  
• Business Planning (Hard Skills)  
• Project Management (Soft Skills)  
• Process Improvement (Soft Skills)  
• Leadership and Development (Soft Skills)  
• Presentation (Soft Skills)  
• Collaboration (Soft Skills)

Job Summary: 

• Execute long to short term planning as in the Annual Operating Plan and forecast process
• Carry out cash flow analysis and scenarios to drive financial benefits
• Quantify initiatives and projects, including sensitivity analysis
• Evaluate ROI for new business/projects/capital investments
• Provide financial analysis to measure against Annual Operating Plan, Forecast and Previous Periods and facilitate business performance review
• Provide regular financial review to Operations to ensure good budget control and act as an advisor for good decision-making
• Track and communicate the status of current projects and update project roadmaps
• Be a key member of the project development team including building, managing, and analyzing data sets both individually and as a cross-functional business partner
• Problem solve and troubleshoot various topics ranging from forecasting, accounting, and data/IT
• Communicate findings and recommendations to senior leadership
• Continuous improvement of processes
• Review cost data related to warehousing and transportation activity for the network and provide support to line of business 
• Build and maintain updates to programs and/or cost efficiencies and resulting profitability.
• Prepare the annual budget, LRP, and BSR supporting schedules while maintaining a positive relationship with the Supply Chain Leadership Team.
• Maintain and improve PPG policies, procedures, and internal controls, evaluate controls and implement corrective actions 
• Ensure all internal and external reporting schedules and filings are submitted timely.
• Communicate financial insights and suggest recommendations to management

Skills on Resume: 

• Financial Analysis (Hard Skills)  
• Cash Flow Analysis (Hard Skills)  
• ROI Evaluation (Hard Skills)  
• Budgeting and Forecasting (Hard Skills)  
• Project Management (Soft Skills)  
• Problem Solving (Soft Skills)  
• Process Improvement (Soft Skills)  
• Advisory (Soft Skills)

Job Summary: 

• Articulate outcomes of analysis and relevant insights
• Partner with business leadership to assess the financial implications of all aspects of the Commercial deposit portfolio
• Be the thought leader for establishing a robust and transparent forecasting process to include sophisticated models and reporting suites to inform executive decisions
• Stay informed on the macroeconomic rate environment to include Fed funds, Fed Balance Sheet, competitor awareness, corporate capital spending forecasts, and market trends
• Implement controls and the necessary reporting around internal Capital One liquidity thresholds established by the Asset and Liability Committee (ALCO)
• Move leaders across the organization to think about deposits as a strategic way to generate strong returns as opposed to just an add-on from lending relationships
• Develop presentations to communicate business and analysis results to senior leadership audiences
• Financial and business performance reporting and variance analysis
• Forecasting accuracy/balance management
• Ensure financial management of deposit net interest margin and deposit-related fee income as well as proactively identify and resolve financial issues
• Manage and develop associates
• Support the monthly, quarterly, and annual GAAP close processes to strict close deadlines
• Drive a continuous improvement approach to develop strategies to improve GAAP accounting operations efficiencies, effectiveness, and scalability, including the development and execution of policy, process, and system changes
• Manage multiple client accounts and regularly communicate with senior-level client contacts throughout the life cycle of the agreed upon services
• Perform audit of sales data and clients' respective supporting systems, perform systems analysis including data scrub, data matching, and data manipulation
• Analyze financial data and formulate a plan for revenue collections, prepare relevant documents, monitor progress, and resolve disputes
• Analyze current and past financial data and performance to make recommendations on profit enhancement
• Interpret financial data to recognize changing trends and patterns and identify process and system-related inefficiencies

Skills on Resume: 

• Financial Analysis (Hard Skills)  
• Forecasting (Hard Skills)  
• Business Partnership (Soft Skills)  
• Macroeconomic Analysis (Hard Skills)  
• Reporting (Hard Skills)  
• Presentation Development (Soft Skills)  
• Leadership and Development (Soft Skills)  
• Continuous Improvement (Soft Skills)  

Job Summary: 

• Responsible for planning, forecasting and reporting on all categories of expenses for the PI segment. 
• Create and maintain Excel-based planning and forecasting models and partner with PI operating and FP&A leaders to secure key inputs and assumptions. 
• Analyze and distribute routine expense reports to cost center leaders and work with them to identify and explain material variances to plan and prior. 
• Partner with other Finance disciples to explain variances and trends in expenses shared/allocated from Corporate entities.
• Develop and provide leadership in expense budget, forecasting, and reporting for the business, guide both the business and functional teams in the expense budget and forecast process
• Manage and monitor all aspects of the expense P&L. 
• Drive actionable information and advice for the CFO, business and functional teams. 
• Evaluate financial outcomes of various decision alternatives, and provide management with information on potential decision impacts along with recommended options and action plans.
• Advise on key business planning assumptions, identify, and quantify risks and/or opportunities
• Lead expense review meeting with Accounting partners and PI FP&A leadership. 
• Analyze in-process reports to identify and remediate booking anomalies. 
• Key adviser and business partner to leaders in the Ad Sales organization, focused on News
• Analyze/monitor business drivers based on daily reporting (audiences, pre-emptions, pacing) and attending operational meetings, to present financial impacts
• Develop data insights on key performance indicators to identify trends and communicate risk and opportunities to senior level leaders

Skills on Resume: 

• Expense Planning (Hard Skills)  
• Forecasting (Hard Skills)  
• Financial Analysis (Hard Skills)  
• Reporting (Hard Skills)  
• Variance Analysis (Hard Skills)  
• Business Partnership (Soft Skills)  
• Decision Support (Soft Skills)  
• Leadership (Soft Skills)  

Job Summary: 

• Serve as trusted financial advisor and business partner to leadership overseeing aspects of sales, shared services, operations and/or business lines
• Foster a driver-based approach to forecasting and business case development using analytics and KPIs
• Use financial information and analytics to tell the story of performance via KPIs and metrics
• Develop and maintain financial and statistical models
• Manage the quarterly forecasting process, ensuring all Conifer Health teams are in line with the process and timelines
• Ensure that analysis tools support a sound decision-making process that leads to the right decisions being made at the unit level, as well as at the operating leadership team level
• Act as a change agent in leading the ongoing efforts to improve month-end, annual planning and quarterly forecasting processes with an emphasis on driving efficiency, maximizing effectiveness and delivering value
• Lead the development of insightful financial materials for all reviews with Conifer and/or Tenet leadership to drive forward-looking discussions and action items
• Drive coordination across the CFO organization between field finance and functional finance teams supporting operations and finance
• Lead annual business planning process for respective business unit or entity
• Lead ad hoc analysis in support of the business may lead projects within the organization
• Lead and develop team members, ensure they are motivated and engaged
• Maintain security, confidentiality and controls on all documents in the Finance department
• Leverage financial systems/applications to improve processes and develop actionable insights
• Responsible for cost control activities in the warehouse. 
• Responsible for reviewing and initiating the warehouse inventory, tracking tool issues and repair, managing Get-N-Go materials at the warehouse and responsible for all warehouse audits. 
• Review mobile fuel consumption for the plant and schedule fuel purchases. 
• Redistribute fuel to proper par locations based on consumption.

Skills on Resume: 

• Financial Analysis (Hard Skills)  
• Forecasting (Hard Skills)  
• Business Partnership (Soft Skills)  
• Process Improvement (Hard Skills)  
• Financial Modeling (Hard Skills)  
• Team Leadership (Soft Skills)  
• Change Management (Soft Skills)  
• Data-Driven Decision Making (Hard Skills)  

Job Summary: 

• Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance
• Provide coaching and corrective action as required, actively support employee professional growth and development
• Develop and monitor established department metrics, update leader on all major projects, employee issues and goal progress
• Proactively initiate new tools and forms of analysis to refine the forecasting and reporting processes and offer insight and guidance to leadership
• Partner with business unit leaders to develop and present financial plans/forecasts and overviews, investigating variances 
• Present forecast/plan to the executive leadership team
• Oversee and advise employees in the preparation and analysis of accurate monthly and annual forecasts/plans
• Oversee monthly enterprise data files and reports, create advanced dashboards
• Create, review, and maintain department policies and procedures
• Identify continuous process improvements and automation
• Oversee the regular maintenance/upgrades of the financial planning & analysis systems including Oracle Enterprise Planning & Budgeting Cloud Service and PROFITstar
• Partner with Accounting in the month end financial close
• Manage strong relationships with auditors and regulators
• Led the creation of regular and ad hoc profitability reports, analyzed results and develop/maintained methodologies
• Develop and/or deliver ad hoc analyses for special projects and executive leadership requests
• Lead the capital planning process and stress test for the credit union
• Uses Microsoft Excel and internal financial systems to develop models to assist in financial analysis
• Support other ad hoc analysis and forecasting.

Skills on Resume: 

• Team Leadership (Soft Skills)  
• Coaching and Development (Soft Skills)  
• Forecasting and Reporting (Hard Skills)  
• Process Improvement (Hard Skills)  
• Financial Analysis (Hard Skills)  
• System Management (Hard Skills)  
• Presentation (Soft Skills)  
• Stakeholder Management (Soft Skills)

Job Summary: 

• Prepare monthly consolidation and executive financial package.
• Preparing monthly financial reports with detailed financial analysis of the Group’s consolidated financial performance for review with group management.
• Translate monthly actual results into a monthly review deck for group performance review and make the ppt file ready for performance summary comments.
• Perform data validations to ensure the consistency of data through multiple reports from within-group reporting and by group companies.
• Be custodian of the financial planning and analysis functions data bank.
• Translate the quarterly actual data for the group into quarterly and annual board reports.
• Prepare driver-based commentary for monthly quarterly and annual reports for management review.
• Assist Sr. FP&A manager in the analysis and consolidation of annual operating plans, budgets and forecasts.
• Prepare and maintain the budgeting and forecast calendar for the group.
• Preparing for any Ad-Hoc requests for support, information, and analysis 
• Analyzing Data or Information Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports
• Coordinate financial questions/answers among financial planning and Accounting & Control departments.
• Develop annual, quarterly, and monthly revenue, expense, and staffing forecasts and reporting
• Prepare standard reports, including financial performance, variance explanations, and cost analysis
• Develop, maintain, and update revenue forecasting model
• Supervise and oversee the work of Financial Analyst(s), including performance evaluations, training, mentoring and assignment of workflow, including on finance and accounting policies and procedures
• Assists with the development and management of internal or external financial audits

Skills on Resume: 

• Financial Reporting (Hard Skills)  
• Data Validation (Hard Skills)  
• Financial Analysis (Hard Skills)  
• Budgeting and Forecasting (Hard Skills)  
• Report Preparation (Hard Skills)  
• Data Interpretation (Hard Skills)  
• Team Management (Soft Skills)  
• Coordination (Soft Skills)

Job Summary: 

• Partner with the Accounting team to book key accrual entries.
• Support projects and ad-hoc analysis which are generally focused on but not limited to topics related to expenses. 
• Projects include periodic baselining of PI expense ratios against competitors and partnering with business leaders to quantify savings goals with respect to expense initiatives. 
• Manage and monitor all initiatives impacting expenses including the realization of the long-term benefits as defined in the original business case.
• Prepares and evaluates financial performance with regard to the strategic plan, operational goals, budgets, and forecasts.
• Evaluate departments/businesses and make suggestions for automating processes to increase working efficiency.
• Identify, develop and implement key financial performance indicators, including rolling forecasts, new productivity metrics and measurements, and product performance and distribution effectiveness measures.
• Create strategic and financial analyses such as ROI, discounted cash flow and sensitivity analysis to evaluate decisions and the impact of new business opportunity execution.
• Manage/assist in the preparation of presentations for senior management. 
• Translate content needed for senior-level presentations, ensure content provided meets requirements, assist in the preparation of presentations for senior management.
• Provide analysis, insight, and decision support recommendations to the business with emphasis being placed on the ability to continuously seek out and discover root cause relationships and conclusions that are not always intuitive, obvious or have a precedent.
• Assist in the evaluation of business strategy and initiatives relative to broader corporate strategy
• Design schedules to elevate metrics and trending for senior-level leaders
• Communication to business partners/senior level management through weekly and monthly presentations, leveraging operational insights/KPIs

Skills on Resume: 

• Financial Analysis (Hard Skills)  
• Forecasting (Hard Skills)  
• Strategic Planning (Soft Skills)  
• Project Management (Soft Skills)  
• Process Automation (Hard Skills)  
• Data Interpretation (Hard Skills)  
• Business Communication (Soft Skills)  
• Problem Solving (Soft Skills)