Assist the planning the Annual Operating Plan (AOP), monthly forecasting and quarterly business updates.
Develop P&L analytics to use data and identify insights and opportunities.
Improve and standardize reporting through new tools, dashboards, and processes to lead scalable insight
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange, they have a team of 23,300 people across 32 countries.
Monitor the performance of existing strategies, and iterate to improve them.
Design and deliver product changes alongside engineering, marketing, product, risk and control.
Monzo is an innovative credit card company that gives customers unprecedented visibility and control over their spending. They offer features like flexible instalment plans and instant app management, defining the future of flexible finance.
Lead the migration of acquired firms’ portfolio management system data to Orion platform.
Gather, organize, and validate client data from pre-acquisition portfolio management systems.
Coordinate stakeholders to resolve post-migration clean up issues related to data feeds.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. As the #1 RIA Firm in the nation, they serve over 31,300 families in more than 90 cities across the U.S., with a commitment to diversity and flexible working arrangements.
Administer full-cycle plan operations for 401(k) and cross-tested retirement plans.
Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
Communicate with clients on plan administration issues with clarity and professionalism.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. They are recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Evaluates Finance operations and develops, tracks, and analyzes processes.
Discovers/develops data, monitors analytics, and contributes to communications.
Leads project teams, resolves system support issues, and promotes ministry initiatives.
Compassion is a ministry with a mission to release children from poverty in Jesus’ name. They serve more than two million children in 25 countries and are unified by their conviction in the transformative power of Christ’s love.
Responsible for leading strategic planning, performance, and financial analysis for the Digital Banking organization.
Develops insights to inform our strategy, key decisions across key functions, and annual plans.
Manage vendor contracts and billing processes, ensuring alignment with pricing terms and capitalization policies.
Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. They are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into their daily interactions.
Improving portfolio health by engaging customers in financial difficulty.
Designing and monitoring impact assessment and forecasting models.
Developing and maintaining credit models for strategic business decisions.
Monzo is on a mission to make money work for everyone, waving goodbye to complicated traditional banking. They offer personal and business bank accounts, joint accounts, and credit cards, solving problems and changing lives.