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FP&A Manager - Data Analytics
Duluth Trading Company Mount Horeb, Wisconsin
Position Overview: The Financial Planning & Analysis Manager - Data Analytics is a high-impact leadership role designed to modernize the finance function through advanced data architecture and analytical rigor. This position will report to the Sr. Director of FP&A and serves as the primary liaison between finance, the business teams, and IT. You will help oversee the evolution of budgeting and forecasting leveraging data, automation, and predictive modeling to provide leadership with deep, actional insights to support the organization's growth and profitability. Position Details: Work Environment: At Duluth Trading Company, we value face-to-face interactions that foster our culture of learning, creativity, and teamwork. The role is based at our headquarters near Madison, WI. You will work in the office Monday through Thursday, with the option to work from home on Fridays if you prefer. What You'll Do: Data-Driven Forecasting: Lead the integration of large datasets into the annual budgeting and monthly forecasting processes, transitioning from manual inputs to automated, data-driven financial models. Advanced Modeling & Architecture: Develop and maintain sophisticated financial models using SQL, Python, or advanced Excel to simulate various business scenarios and support strategic decision-making. BI Strategy & Visualization: Design, implement, and manage executive-level dashboards (e.g., Power BI) that track Key Performance Indicators (KPIs) and provide real-time visibility into financial performance. Predictive Analytics: Utilize statistical methods to identify trends, risks, and opportunities; move beyond "what happened" to "what will happen" by analyzing customer behavior, price elasticity, and operational data. Process Automation: Champion the "Finance of the Future" by identifying opportunities to automate repetitive reporting tasks and streamline data flows between ERP and planning systems. Master Data Management & Governance: Establish and enforce standards for financial data integrity across the organization, defining data owners, maintaining the "Single Source of Truth" for financial hierarchies, and ensuring that data definitions remain consistent across systems to provide reliable reporting. ERP Transition: Serve as one of the Finance leads for the migration to a new ERP system, including overseeing data mapping and cleansing, validating historical data migration, and designing new reporting workstreams to ensure a seamless transition with loss of analytical visibility. Stakeholder Communication: Execute high-priority ad hoc analyses and translate complex data sets into the "story behind the numbers" for senior leadership, providing clear variance analysis and strategic recommendations. Cross-Functional Leadership: Mentor an analyst(s) in technical skills (data hygiene, query writing) and soft skills (business partnership) to ensure the finance team remains a center of analytical excellence. What We're Looking For: Bachelor's Degree in Finance, Accounting, Data Science, Business Analytics, or Statistics Equivalent work experience will be considered. Ability to interact with a team in a fast-paced environment, sometimes under pressure, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. 7+ years of progressive experience in FP&A, Corporate Finance, or Business Intelligence. 1+ years of management experience managing a team and developing talent. Advanced Analytics: Proficiency in SQL and business intelligence tools (e.g., Power BI) is highly preferred Systems Knowledge: Experience with Enterprise Resource Planning (ERP) systems and Planning Software (e.g., Adaptive Insights, Anaplan, Oracle) Financial Expertise: Understanding of financial statements and valuation methodologies (ROI, NPV) Authorization to work in the United States without sponsorship. Physical Environment & Travel Expectations: Travel is required for less than 10% of company-related meetings, programs, and/or events. Sitting is required for 90% of working hours. Standing is required for 10% of working hours. Continuous arm, hand, and wrist movement (ie: typing) Occasional reaching, twisting, and bending. Noise level no greater than casual conversation. Ability to perform work in cubicle workstations or an office setting. Work in temperatures ranging from 65 - 75 degrees. Duluth Headquarters Benefits and Perks Our pursuit of a better way isn't just about our products-it's about our people too. That's why our Dam Good Crew enjoys a comprehensive benefits package, designed to support their well-being and success. Multiple Medical plan options Dental & Vision plans Medical and Dependent Care Flexible Spending Accounts Health Savings Account including company contributions Company paid Life Insurance and AD&D Company paid Short-Term Disability Other various voluntary benefits including: Accident, Critical Illness, Hospital Indemnity, Long-Term Disability and Supplemental Life Insurance 401(k) Employer Match Parental Leave Paid holidays: New Year's Day, Martin Luther King Jr. Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Eve, Christmas Day Paid Time Off: take it as you need it policy for exempt employees Daily pay available 40% Employee Discount Flexible Fridays Onsite fitness center Position Compensation Outline Compensation Range: $113,000 to $145,000/year This position is eligible to participate in the company bonus program. Compensation listed is for the full-time position at this specific location and is based on several factors, including experience, and qualifications. Benefits and perks may have eligibility requirements and are subject to change. The responsibilities outlined in this position description are a guideline for the general duties of the position and are not exhaustive of all duties inherent in the job. Duluth Trading Company is an Equal Opportunity Employer. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. About Duluth Trading Company: Started in 1989, Duluth Trading Company exists to enable hard-working individuals to take on life with their own two hands. Folks that revel in doing it the hard way and celebrate finding a better way. We seek talented individuals who share these beliefs and are excited to further the Duluth Trading legacy with a digital-first mindset, always moving forward and always innovating. From ingenious Duluth workwear, to comfortably capable Buck Naked Underwear, to outside-embracing AKHG, it's all about the innovative gear and gadgets that equip customers for a more hands-on way of life. Top-notch quality, immersive storytelling, outstanding customer service, and the shared belief that the go-all-in-and-dig-deep spirit exists with everyone are what sets Duluth Trading Co. apart. We seek talented folks looking to be part of a can-do team that's hellbent on helping the world to gear up, get its hands dirty, and do.
06/03/2026
Full time
Position Overview: The Financial Planning & Analysis Manager - Data Analytics is a high-impact leadership role designed to modernize the finance function through advanced data architecture and analytical rigor. This position will report to the Sr. Director of FP&A and serves as the primary liaison between finance, the business teams, and IT. You will help oversee the evolution of budgeting and forecasting leveraging data, automation, and predictive modeling to provide leadership with deep, actional insights to support the organization's growth and profitability. Position Details: Work Environment: At Duluth Trading Company, we value face-to-face interactions that foster our culture of learning, creativity, and teamwork. The role is based at our headquarters near Madison, WI. You will work in the office Monday through Thursday, with the option to work from home on Fridays if you prefer. What You'll Do: Data-Driven Forecasting: Lead the integration of large datasets into the annual budgeting and monthly forecasting processes, transitioning from manual inputs to automated, data-driven financial models. Advanced Modeling & Architecture: Develop and maintain sophisticated financial models using SQL, Python, or advanced Excel to simulate various business scenarios and support strategic decision-making. BI Strategy & Visualization: Design, implement, and manage executive-level dashboards (e.g., Power BI) that track Key Performance Indicators (KPIs) and provide real-time visibility into financial performance. Predictive Analytics: Utilize statistical methods to identify trends, risks, and opportunities; move beyond "what happened" to "what will happen" by analyzing customer behavior, price elasticity, and operational data. Process Automation: Champion the "Finance of the Future" by identifying opportunities to automate repetitive reporting tasks and streamline data flows between ERP and planning systems. Master Data Management & Governance: Establish and enforce standards for financial data integrity across the organization, defining data owners, maintaining the "Single Source of Truth" for financial hierarchies, and ensuring that data definitions remain consistent across systems to provide reliable reporting. ERP Transition: Serve as one of the Finance leads for the migration to a new ERP system, including overseeing data mapping and cleansing, validating historical data migration, and designing new reporting workstreams to ensure a seamless transition with loss of analytical visibility. Stakeholder Communication: Execute high-priority ad hoc analyses and translate complex data sets into the "story behind the numbers" for senior leadership, providing clear variance analysis and strategic recommendations. Cross-Functional Leadership: Mentor an analyst(s) in technical skills (data hygiene, query writing) and soft skills (business partnership) to ensure the finance team remains a center of analytical excellence. What We're Looking For: Bachelor's Degree in Finance, Accounting, Data Science, Business Analytics, or Statistics Equivalent work experience will be considered. Ability to interact with a team in a fast-paced environment, sometimes under pressure, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. 7+ years of progressive experience in FP&A, Corporate Finance, or Business Intelligence. 1+ years of management experience managing a team and developing talent. Advanced Analytics: Proficiency in SQL and business intelligence tools (e.g., Power BI) is highly preferred Systems Knowledge: Experience with Enterprise Resource Planning (ERP) systems and Planning Software (e.g., Adaptive Insights, Anaplan, Oracle) Financial Expertise: Understanding of financial statements and valuation methodologies (ROI, NPV) Authorization to work in the United States without sponsorship. Physical Environment & Travel Expectations: Travel is required for less than 10% of company-related meetings, programs, and/or events. Sitting is required for 90% of working hours. Standing is required for 10% of working hours. Continuous arm, hand, and wrist movement (ie: typing) Occasional reaching, twisting, and bending. Noise level no greater than casual conversation. Ability to perform work in cubicle workstations or an office setting. Work in temperatures ranging from 65 - 75 degrees. Duluth Headquarters Benefits and Perks Our pursuit of a better way isn't just about our products-it's about our people too. That's why our Dam Good Crew enjoys a comprehensive benefits package, designed to support their well-being and success. Multiple Medical plan options Dental & Vision plans Medical and Dependent Care Flexible Spending Accounts Health Savings Account including company contributions Company paid Life Insurance and AD&D Company paid Short-Term Disability Other various voluntary benefits including: Accident, Critical Illness, Hospital Indemnity, Long-Term Disability and Supplemental Life Insurance 401(k) Employer Match Parental Leave Paid holidays: New Year's Day, Martin Luther King Jr. Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Eve, Christmas Day Paid Time Off: take it as you need it policy for exempt employees Daily pay available 40% Employee Discount Flexible Fridays Onsite fitness center Position Compensation Outline Compensation Range: $113,000 to $145,000/year This position is eligible to participate in the company bonus program. Compensation listed is for the full-time position at this specific location and is based on several factors, including experience, and qualifications. Benefits and perks may have eligibility requirements and are subject to change. The responsibilities outlined in this position description are a guideline for the general duties of the position and are not exhaustive of all duties inherent in the job. Duluth Trading Company is an Equal Opportunity Employer. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. About Duluth Trading Company: Started in 1989, Duluth Trading Company exists to enable hard-working individuals to take on life with their own two hands. Folks that revel in doing it the hard way and celebrate finding a better way. We seek talented individuals who share these beliefs and are excited to further the Duluth Trading legacy with a digital-first mindset, always moving forward and always innovating. From ingenious Duluth workwear, to comfortably capable Buck Naked Underwear, to outside-embracing AKHG, it's all about the innovative gear and gadgets that equip customers for a more hands-on way of life. Top-notch quality, immersive storytelling, outstanding customer service, and the shared belief that the go-all-in-and-dig-deep spirit exists with everyone are what sets Duluth Trading Co. apart. We seek talented folks looking to be part of a can-do team that's hellbent on helping the world to gear up, get its hands dirty, and do.
Business Director II - Strategic Finance
MUSC North Charleston, South Carolina
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
06/02/2026
Full time
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
Business Director II - Strategic Finance
MUSC Charleston Afb, South Carolina
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
06/01/2026
Full time
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
Business Director II - Strategic Finance
MUSC Charleston, South Carolina
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
06/01/2026
Full time
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
Financial Planning and Analysis Manager
Emery Jensen Distribution, LLC Oak Brook, Illinois
Emery Jensen is a wholly owned business unit of Ace Hardware Corporation that distributes hardware & home improvement products to the independent Pro Lumber, Paint, Hardware, and E-retailer customer segments. The Job The Emery Jensen Business Financial Planning and Analysis Manager (FP&A Manager) will work with the Emery Jensen FP&A Director to oversee the new business ROI models and customer agreement proposals. Additionally, this role will assist in developing the annual financial budget and monthly projections, including reviewing departmental business plans and operational targets. The Emery Jensen Business FP&A Manager I will also analyze and publish financial results, provide business/financial expertise, and develop what/if modeling to drive future improvements. Lastly, this role will manage a team of analysts who support related areas of the business. What you'll do 1. Review and assist in the preparation of new customer financial modeling and the creation of long-term customers' purchasing agreements and incentives. Work with direct reports to support the sales team with new business development and programs to drive core growth. 2. Contribute to the financial planning and budgeting activities of Emery Jensen. Participate in the preparation of the Annual Budget and Monthly Projections with guidance from the Emery Jensen FP&A Director. Review submitted business plan information and challenge assumptions when necessary. Assist in the preparation of related presentations for annual budget process and monthly financial results. Provide feedback to senior management with respect to approved budgets. Participate as a key stakeholder in the process of providing a balanced budget within the parameters defined by company leadership (CEO, CFO). 3. Analyze monthly operational and financial performance of Emery Jensen. Analyze operating results by creating financial models that compare budgeted costs to actual costs and provide insight and recommendations to senior management. Perform financial analyses, taking into consideration actual performance, previous expenditures and estimated income and expenses. Provide senior management with recommendations or alternatives to improve business unit performance and monitor adherence to plan. 4. Develop and manage the preparation of financial statements, business activity reports, financial position forecasts, annual budgets and/or special reports as required by VPs of Emery Jensen. Work directly with business partners to create ad hoc or ongoing reports that will facilitate the analysis of business unit operating performance. Develop project plans and optimize the use of time and resources. Monitors implementation to ensure desired project outcomes. Work with other departments as required to measure financial impact of initiatives. Determine cost/benefit and provide go/no recommendations. What you need to succeed This position requires an undergraduate degree in accounting, finance or related field, advanced degree preferred. At least 7 years of experience in the field of accounting/finance and familiarity with field unit activities, programs, practices and procedures. Solid analytical background, an aptitude for logical methods, and an understanding of the inter-relationships between operations and accounting is necessary. Advanced written and verbal communication skills in addition to interpersonal relationship and very strong staff leadership skills. Demonstrated ability to interact with CEO, CFO, VPs, Directors and Senior Management. Confidence to challenge existing practices and formulate new and creative approaches and solutions. Unlimited curiosity about the business and what makes it work. Change agent and problem solver with an ability to get things done. Ability to influence others' decision making through financial analysis and interpersonal skills. Ability to employ ROI, financial analysis and modeling techniques as well as an ability to interpret the data, present findings and make recommendations. Understanding of U.S. GAAP. Advanced Excel skills required, working knowledge of Microsoft Office Suite, SAP & BPC/EPM, Power BI Compensation Details: $118000 - $128000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Emery Jensen is different. These things are important to us. They represent our commitment to the company, our employees, our retailers and our brand. In addition to providing our employees a great culture, Emery Jensen also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 2 years resulted in incentives being paid out above 116.96% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year, in addition to an annual discretionary contribution (once eligibility requirements have been met). Over the past five years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 6.6% of total compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Emery Jensen is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Emery Jensen invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why we hold frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! Emery Jensen delivers wholesale products and best-in-class service to independent retailers in the Pro Lumber Yards, Home Centers, Paint, Hardware Stores, Decorating Stores, and E-retailer space. Our goal is to support sustainable and profitable growth for our customers by offering the broadest assortments, best pricing, and most knowledgeable team. We have national scale, a regional focus and the commitment to serve our customers and support each other. Come find out why a career with Emery Jensen is right for you. Equal Opportunity Employer Emery Jensen is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position . click apply for full job details
06/01/2026
Full time
Emery Jensen is a wholly owned business unit of Ace Hardware Corporation that distributes hardware & home improvement products to the independent Pro Lumber, Paint, Hardware, and E-retailer customer segments. The Job The Emery Jensen Business Financial Planning and Analysis Manager (FP&A Manager) will work with the Emery Jensen FP&A Director to oversee the new business ROI models and customer agreement proposals. Additionally, this role will assist in developing the annual financial budget and monthly projections, including reviewing departmental business plans and operational targets. The Emery Jensen Business FP&A Manager I will also analyze and publish financial results, provide business/financial expertise, and develop what/if modeling to drive future improvements. Lastly, this role will manage a team of analysts who support related areas of the business. What you'll do 1. Review and assist in the preparation of new customer financial modeling and the creation of long-term customers' purchasing agreements and incentives. Work with direct reports to support the sales team with new business development and programs to drive core growth. 2. Contribute to the financial planning and budgeting activities of Emery Jensen. Participate in the preparation of the Annual Budget and Monthly Projections with guidance from the Emery Jensen FP&A Director. Review submitted business plan information and challenge assumptions when necessary. Assist in the preparation of related presentations for annual budget process and monthly financial results. Provide feedback to senior management with respect to approved budgets. Participate as a key stakeholder in the process of providing a balanced budget within the parameters defined by company leadership (CEO, CFO). 3. Analyze monthly operational and financial performance of Emery Jensen. Analyze operating results by creating financial models that compare budgeted costs to actual costs and provide insight and recommendations to senior management. Perform financial analyses, taking into consideration actual performance, previous expenditures and estimated income and expenses. Provide senior management with recommendations or alternatives to improve business unit performance and monitor adherence to plan. 4. Develop and manage the preparation of financial statements, business activity reports, financial position forecasts, annual budgets and/or special reports as required by VPs of Emery Jensen. Work directly with business partners to create ad hoc or ongoing reports that will facilitate the analysis of business unit operating performance. Develop project plans and optimize the use of time and resources. Monitors implementation to ensure desired project outcomes. Work with other departments as required to measure financial impact of initiatives. Determine cost/benefit and provide go/no recommendations. What you need to succeed This position requires an undergraduate degree in accounting, finance or related field, advanced degree preferred. At least 7 years of experience in the field of accounting/finance and familiarity with field unit activities, programs, practices and procedures. Solid analytical background, an aptitude for logical methods, and an understanding of the inter-relationships between operations and accounting is necessary. Advanced written and verbal communication skills in addition to interpersonal relationship and very strong staff leadership skills. Demonstrated ability to interact with CEO, CFO, VPs, Directors and Senior Management. Confidence to challenge existing practices and formulate new and creative approaches and solutions. Unlimited curiosity about the business and what makes it work. Change agent and problem solver with an ability to get things done. Ability to influence others' decision making through financial analysis and interpersonal skills. Ability to employ ROI, financial analysis and modeling techniques as well as an ability to interpret the data, present findings and make recommendations. Understanding of U.S. GAAP. Advanced Excel skills required, working knowledge of Microsoft Office Suite, SAP & BPC/EPM, Power BI Compensation Details: $118000 - $128000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Emery Jensen is different. These things are important to us. They represent our commitment to the company, our employees, our retailers and our brand. In addition to providing our employees a great culture, Emery Jensen also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 2 years resulted in incentives being paid out above 116.96% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year, in addition to an annual discretionary contribution (once eligibility requirements have been met). Over the past five years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 6.6% of total compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Emery Jensen is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Emery Jensen invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why we hold frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! Emery Jensen delivers wholesale products and best-in-class service to independent retailers in the Pro Lumber Yards, Home Centers, Paint, Hardware Stores, Decorating Stores, and E-retailer space. Our goal is to support sustainable and profitable growth for our customers by offering the broadest assortments, best pricing, and most knowledgeable team. We have national scale, a regional focus and the commitment to serve our customers and support each other. Come find out why a career with Emery Jensen is right for you. Equal Opportunity Employer Emery Jensen is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position . click apply for full job details
USAA
Senior Analyst, Credit Risk Strategy
USAA Plano, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Bank Credit Risk Analyst Senior, you will have a strong background in credit risk strategy development for deposit and consumer credit portfolios to optimize profitable growth within risk appetite. You will own operational and compliance risk inherent in credit strategy. Additionally, you will track and monitor credit strategy performance as well as external factors impacting the credit risk exposure for bank portfolio products within the risk taxonomy. Credit Risk Analyst Seniors use quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Owns mitigation of operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio or TX, Plano, TX. Relocation assistance is not available for this position. What you'll do: Apply industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Apply critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. Partner to deliver bank credit risk strategies across lines of defense by effectively developing and improving complex analytical frameworks, analyzing data and processes, and clearly communicating insights/recommendations to key stakeholders and leadership. Analyze internal and external scores/data for use in identifying first party fraud. Apply industry knowledge and competitive benchmarking to inform credit strategy development. Utilize advanced and nuanced quantitative analysis based upon internal and external data sources to bring structure and clarity to ambiguous and challenging problems. Develop, manage, and present comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Design and perform complex financial risk sensitivity analysis. Create and manage credit strategy infrastructure and ensures credit strategies are implemented as intended. Apply expert programming and analytical techniques to analyze credit data. Provide thought leadership, coaching, and mentoring to team members regarding analytics and risk management. Collaborate with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Utilize analytically derived insights to develop strategic plans with significant impact to business results. Coach and mentor other analysts and acts as a thought leader within the analyst community. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum 6 years' experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline and 4 years' experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data. Experience in financial analysis activities to support risk strategy. Strong understanding of banking regulations, risk, and/or compliance. Advanced presentation and communication skills. Advanced business acumen and attention to detail and accuracy. Advanced research and investigation skills and demonstrated good judgement in problem solving. Advanced knowledge of Microsoft Office products, particularly Excel, Word, and PowerPoint. Advanced knowledge of data analysis tools including skills to develop analysis queries and procedures in SQL, SAS, or other business intelligence and analysis software applications for data segmentation, aggregation, and statistics (E.g., SPS or Visual Basic). Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: Experience delivering business insights and recommendations through internal and industry data analysis. 6+ years of experience with consumer credit risk analytics with a focus on auto consumer loans credit strategy development, implementation and monitoring. 6+ years of experience with SAS or SQL to gather and analyze data; including aggregation from multiple sources, working with different grains of data, resolving anomalies, and demonstrating sophisticated joins to prepare data for analysis. Experience preparing and communicating credit strategy recommendations and results of complex analysis to senior leadership and a wide range of partners including but not limited to Credit risk reviewer, Pricing, Product, Legal, Compliance, Underwriting and Operations. Experience crafting tests (e.g. A/B test) and evaluating outcomes to continuously guide and optimize risk reward framework. Experience driving multiple analytics projects and strategies forward with limited guidance. Experience optimizing underwriting criteria using statistical models and analysis of traditional and alternative credit data to drive risk-adjusted growth. Experience working with Experian Sandbox, alternate data sources e.g. Lexis Nexis Compensation range: The salary range for this position is: $127,310.00 - $243,340.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/26/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Bank Credit Risk Analyst Senior, you will have a strong background in credit risk strategy development for deposit and consumer credit portfolios to optimize profitable growth within risk appetite. You will own operational and compliance risk inherent in credit strategy. Additionally, you will track and monitor credit strategy performance as well as external factors impacting the credit risk exposure for bank portfolio products within the risk taxonomy. Credit Risk Analyst Seniors use quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Owns mitigation of operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio or TX, Plano, TX. Relocation assistance is not available for this position. What you'll do: Apply industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Apply critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. Partner to deliver bank credit risk strategies across lines of defense by effectively developing and improving complex analytical frameworks, analyzing data and processes, and clearly communicating insights/recommendations to key stakeholders and leadership. Analyze internal and external scores/data for use in identifying first party fraud. Apply industry knowledge and competitive benchmarking to inform credit strategy development. Utilize advanced and nuanced quantitative analysis based upon internal and external data sources to bring structure and clarity to ambiguous and challenging problems. Develop, manage, and present comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Design and perform complex financial risk sensitivity analysis. Create and manage credit strategy infrastructure and ensures credit strategies are implemented as intended. Apply expert programming and analytical techniques to analyze credit data. Provide thought leadership, coaching, and mentoring to team members regarding analytics and risk management. Collaborate with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Utilize analytically derived insights to develop strategic plans with significant impact to business results. Coach and mentor other analysts and acts as a thought leader within the analyst community. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum 6 years' experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline and 4 years' experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data. Experience in financial analysis activities to support risk strategy. Strong understanding of banking regulations, risk, and/or compliance. Advanced presentation and communication skills. Advanced business acumen and attention to detail and accuracy. Advanced research and investigation skills and demonstrated good judgement in problem solving. Advanced knowledge of Microsoft Office products, particularly Excel, Word, and PowerPoint. Advanced knowledge of data analysis tools including skills to develop analysis queries and procedures in SQL, SAS, or other business intelligence and analysis software applications for data segmentation, aggregation, and statistics (E.g., SPS or Visual Basic). Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: Experience delivering business insights and recommendations through internal and industry data analysis. 6+ years of experience with consumer credit risk analytics with a focus on auto consumer loans credit strategy development, implementation and monitoring. 6+ years of experience with SAS or SQL to gather and analyze data; including aggregation from multiple sources, working with different grains of data, resolving anomalies, and demonstrating sophisticated joins to prepare data for analysis. Experience preparing and communicating credit strategy recommendations and results of complex analysis to senior leadership and a wide range of partners including but not limited to Credit risk reviewer, Pricing, Product, Legal, Compliance, Underwriting and Operations. Experience crafting tests (e.g. A/B test) and evaluating outcomes to continuously guide and optimize risk reward framework. Experience driving multiple analytics projects and strategies forward with limited guidance. Experience optimizing underwriting criteria using statistical models and analysis of traditional and alternative credit data to drive risk-adjusted growth. Experience working with Experian Sandbox, alternate data sources e.g. Lexis Nexis Compensation range: The salary range for this position is: $127,310.00 - $243,340.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
VantageDeluxeWorldTravel
Senior Financial Analyst
VantageDeluxeWorldTravel Boston, MA
About Vantage Since 1983, Vantage Deluxe World Travel develops and delivers memorable travel journeys on seven continents whether on land, riverboats or small ships. Vantage Deluxe World Travel is a $300 million, state-of-the-art direct marketer of travel to the affluent mature market. When you join the Vantage team you become part of a global company, headquartered in Boston, with eight regional offices around the world. Our worldwide teams work together to provide exciting, culturally enriching travel programs to destinations on all seven continents, including on our European river cruise fleet. Since 1983, more than 400,000 travelers have joined us to see the world. Vantage Deluxe World Travel is the leader in adventure travel for thirty-five years. Vantage’s workplace culture is fun, collaborative, and meaningful. Our associates are fueled by the tangible results of delivering memorable and life-changing journeys while working collaboratively across the globe. Our associates don’t just help others travel, but we enable them to experience the Vantage Travel difference with several opportunities to explore the globe on a Vantage journey, too! Alongside  free annual international travel opportunities,   we recognize the hard work of our global associates with a competitive benefits package, flexibility, and myriad wellness options. Our convenient location next to TD Garden and North Station puts associates in the heart of world-class downtown Boston and just steps from a major transit hub convenient for city dwellers and commuters alike. Some of our benefits include: Your choice of employer-subsidized medical plans, as well as comprehensive dental and vision plans 3 weeks of vacation time to start, 10 paid holidays, 5 sick days, and 3 personal days 401K with generous employer match Tuition Assistance Program Telecommuting and flexible work arrangements depending on position Free international travel opportunities for associates, plus 25% discount on all trips for the associate and their family and personal airline ticket discounts 90% subsidy on MBTA passes inside of Boston and up to 50% subsidy on commuter rail passes Wellness program offering weekly fresh fruit delivery, on-site fitness center with Peloton bikes and lockers, weight loss benefits, and discounts on fitness boot camps and personal training Financial Analyst: We envision the right candidate for the role growing in their capacity to take ownership of processes themselves and expand the capabilities that the department can offer. Reporting to the Director of Financial Planning, the Financial Planning Analyst will be integral in the running of operational and financial reporting, creating new analytics to help the company run as efficiently and effectively as possible, as well as help to automate processes currently in place. To be successful in this position, strong quantitative skills and keen attention to details are crucial. This company is run by the numbers and strictly adheres to weekly reporting and holding associates accountable to their numbers.  This is not a remote position. Job Responsibilities: Support the Senior Director of FP&A and CFO with the preparation of budgets and forecasts and provide process documentation and oversight for the worldwide operations Help manage the weekly rolling-multiyear budgets and forecasting process Create the PowerPoint decks and underlying financial and operational models for our weekly management meetings and monthly off site meeting Update and maintain point in time operational reports to track inventory, pace, trip extensions, airfare, cancellations etc. Maintain the data uploads to ensure our systems have accurate information Build and maintain reporting for Deferred and Direct Marketing Data analysis and interpretation of results Assurance of data integrity, accuracy, and consistency Help Director of FP&A with the reporting automation plan to start integrating established analytics into a new Business Intelligence system The FP&A team provides support to the company at large, so tasks can vary depending on business need Qualifications: We are looking for an energetic and diligent Financial Planning Analyst to join our growing Financial Planning team Strong quantitative, analytical, critical thinking and problem solving skills Ability to analyze and synthesize data in a concise and clear manner We prefer six (6) to nine (9) years of Corporate Strategy, Financial Planning, Accounting, or Investment Banking experience. A bachelor’s degree in business, finance, accounting, economics, or another quantitative related field from a top university Ability to work independently and handle multiple and complex tasks at once, while delivering accurate results in quick time frames Advanced technical and financial acumen: proficiency in Excel is required for the role, prior SQL and Dax/PowerBI knowledge is preferable. Financial literacy and understanding of financial statements Excellent communication skills in both oral and written settings
06/23/2020
Full time
About Vantage Since 1983, Vantage Deluxe World Travel develops and delivers memorable travel journeys on seven continents whether on land, riverboats or small ships. Vantage Deluxe World Travel is a $300 million, state-of-the-art direct marketer of travel to the affluent mature market. When you join the Vantage team you become part of a global company, headquartered in Boston, with eight regional offices around the world. Our worldwide teams work together to provide exciting, culturally enriching travel programs to destinations on all seven continents, including on our European river cruise fleet. Since 1983, more than 400,000 travelers have joined us to see the world. Vantage Deluxe World Travel is the leader in adventure travel for thirty-five years. Vantage’s workplace culture is fun, collaborative, and meaningful. Our associates are fueled by the tangible results of delivering memorable and life-changing journeys while working collaboratively across the globe. Our associates don’t just help others travel, but we enable them to experience the Vantage Travel difference with several opportunities to explore the globe on a Vantage journey, too! Alongside  free annual international travel opportunities,   we recognize the hard work of our global associates with a competitive benefits package, flexibility, and myriad wellness options. Our convenient location next to TD Garden and North Station puts associates in the heart of world-class downtown Boston and just steps from a major transit hub convenient for city dwellers and commuters alike. Some of our benefits include: Your choice of employer-subsidized medical plans, as well as comprehensive dental and vision plans 3 weeks of vacation time to start, 10 paid holidays, 5 sick days, and 3 personal days 401K with generous employer match Tuition Assistance Program Telecommuting and flexible work arrangements depending on position Free international travel opportunities for associates, plus 25% discount on all trips for the associate and their family and personal airline ticket discounts 90% subsidy on MBTA passes inside of Boston and up to 50% subsidy on commuter rail passes Wellness program offering weekly fresh fruit delivery, on-site fitness center with Peloton bikes and lockers, weight loss benefits, and discounts on fitness boot camps and personal training Financial Analyst: We envision the right candidate for the role growing in their capacity to take ownership of processes themselves and expand the capabilities that the department can offer. Reporting to the Director of Financial Planning, the Financial Planning Analyst will be integral in the running of operational and financial reporting, creating new analytics to help the company run as efficiently and effectively as possible, as well as help to automate processes currently in place. To be successful in this position, strong quantitative skills and keen attention to details are crucial. This company is run by the numbers and strictly adheres to weekly reporting and holding associates accountable to their numbers.  This is not a remote position. Job Responsibilities: Support the Senior Director of FP&A and CFO with the preparation of budgets and forecasts and provide process documentation and oversight for the worldwide operations Help manage the weekly rolling-multiyear budgets and forecasting process Create the PowerPoint decks and underlying financial and operational models for our weekly management meetings and monthly off site meeting Update and maintain point in time operational reports to track inventory, pace, trip extensions, airfare, cancellations etc. Maintain the data uploads to ensure our systems have accurate information Build and maintain reporting for Deferred and Direct Marketing Data analysis and interpretation of results Assurance of data integrity, accuracy, and consistency Help Director of FP&A with the reporting automation plan to start integrating established analytics into a new Business Intelligence system The FP&A team provides support to the company at large, so tasks can vary depending on business need Qualifications: We are looking for an energetic and diligent Financial Planning Analyst to join our growing Financial Planning team Strong quantitative, analytical, critical thinking and problem solving skills Ability to analyze and synthesize data in a concise and clear manner We prefer six (6) to nine (9) years of Corporate Strategy, Financial Planning, Accounting, or Investment Banking experience. A bachelor’s degree in business, finance, accounting, economics, or another quantitative related field from a top university Ability to work independently and handle multiple and complex tasks at once, while delivering accurate results in quick time frames Advanced technical and financial acumen: proficiency in Excel is required for the role, prior SQL and Dax/PowerBI knowledge is preferable. Financial literacy and understanding of financial statements Excellent communication skills in both oral and written settings

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