• Directly supervise and coordinate the work activity of assigned several RFAs. • Oversee sponsored projects related financial transactions informed by all internal and external compliance regulations and policies. • Maintain regular communication with departments/programs. • Initiate and guide operational improvements to support the faculty and departments in their research related endeavors. • Identify training gaps and lead training and education meetings for RFAs and Department Research Administrators. • Drive BMC research administration education and training to both internal and external groups. • Manage continuous development and integration of function across Research Finance and General Accounting. • Provide oversight and review of sponsored financial reporting at the department. • Mediate financial challenges and communicate fiscally responsible behaviors to research community. • Mentor RFAs in their communication with sponsor and BMC contacts for problem resolution and information gathering. • Maintain continuous development and knowledge in research administration through conferences and other means of education. • Oversight of account reconciliations, effort reporting, closeouts and aging Sponsored AR. • Oversight and review of orientation/training sessions with new principal investigators and administrators and others to ensure mutual understanding of grant and contract requirements, as well as BMC policies. • Facilitate the innovation and streamlining of Research Operations processes.

• Lead advanced financial analysis and reporting • Develop and maintain sophisticated financial models for cash forecasting • Conduct benchmarking, KPI analysis, and variance reporting • Oversee budgeting processes, cost accounting, and productivity standards • Apply government reimbursement rules and ensure compliance with GAAP • Lead or coordinate complex financial projects • Mentor accounting staff and provide training • Present complex financial information to senior leadership • Drive process improvements in financial analysis and reporting

• Experienced in processing financial clearance for complex services including surgical services, observation, and in-house cases. • This is a fully remote position! This is a per diem position with no set hours to help with coverage as needed.

• Drive the achievement of KPIs for the Financial Planning Consulting team with your assigned target audience • Partner with Region leads and Assistant Director of Financial Planning and Consulting to ensure alignment of objectives and establish expectations for assigned offices and advisors • Engage with advisors and staff through an inbound phone queue, virtually and in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation) • Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients • Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales • Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle • Provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools and potential visits to network offices • Offer just-in-time solutioning for case design and plan design needs • Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning • Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of related planning tools including CRM, client website, client account aggregation, prospect invite, Digital FactFinder, etc. • Be available to build financial plans for the advisor on an as-needed basis • Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc.