Engage directly with clients to best support their financial planning needs and follow Root’s internal service schedule to delight clients through proactive service. You'll work to earn clients’ trust and oversee client investment, income, and tax strategies. You'll be the dedicated advisor for Root’s long-standing clients, deepening their experience and ensuring they receive the full value of Root’s evolving capabilities.
The Benefits Plan Analyst will support our System Configuration and Plan Build Team. This role is responsible for reviewing, interpreting, and translating complex benefit plan documents into accurate, actionable materials for internal plan building and configuration teams. The ideal candidate will have experience working with self-funded healthcare plans and a deep understanding of benefit plan language.
This role involves helping clients understand their performance compared to peers across various Key Performance Indicators, partnering with Financial Services organizations in the UK to evaluate performance and advise senior management on strategy. You'll gather data, analyze results, and deliver strategic insights, building strong client relationships and developing expertise as a consultant in the Financial Services industry.
The Artist Services Controlling Senior Leader is the Business Partner of Artist Services Business line on Finance topics. She / he will lead Artist Services Business Controlling Team and empower, highlight, control & challenge Artist Services Business line. This role assesses & challenges the “Artist Services” economic model & trends, analyzes KPIs, and drives initiatives to optimize business line working capital, cash flow, and capital allocation.
The Capital Markets Analyst / Senior Analyst will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role that will strategically focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding. This role also executes equity funding processes with external stakeholders.
As Upvest enters the next stage of growth, they are looking for an exceptional VP or Director of Finance. You will work directly with the CFO building out the more analytical, forward-looking side of the Finance department, and also closely with the founder and CEO to ensure Upvest reaches its ambitious goals. You will lead building out the Financial Planning, Analysis & Impact (FPAI), Commercial Finance, and Data Analytics teams.
Drive business outcomes through analytic and strategic support for Affirm’s Small Business (SMB) merchants and one-to-many platform partners. Analyze and report realized performance to company leaders and external partners on key top-line performance metrics and targets, and drive accountability for results. Design and deliver scalable automated user and financial dashboards and analytics for cross departmental and executive consumption.
Join Naylor and play a key role in shaping the financial future of the organization. Collaborate with senior leadership, drive budgeting and forecasting initiatives, and lead cross-functional projects that directly influence company strategy. Thrive in a fast-paced environment, dive deep into data, and make a difference while mentoring others.
As Finance Manager, you will be the financial steward and strategic business partner for operations in Colombia. You will own the full financial agenda, including steering, planning, forecasting, and business performance management. This is a high-impact role at the heart of Doctoralia Colombia's business journey.
Hims & Hers is seeking a Senior Financial Analyst to join their finance organization. Reporting to the Manager, Finance, you will be responsible for financial planning, strategic finance, budgeting, metrics, systems, decision support, economic modeling, and analysis for key business lines.