• 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.

• Oversee the day-to-day accounting activities and monitor the company's general ledger to ensure accurate and timely month-end close. • Lead the ASC 606 revenue determinations and accounting treatments. Collaborate across teams to review revenue recognition policies based on contract reviews. • Work closely with the Senior Director of Accounting to lead and complete annual external audits and tax filings. • Assist with the development, review, and updating of accounting policies, procedures, checklists, and related documentation. • Review, approve, and prepare account reconciliations and journal entries to ensure accuracy of postings. • Review and process all intercompany and subsidiary transactions. • Coordinate with management and employees to ensure compliance with accounting policies. • Support stock compensation reporting requirements. • Identify and lead process improvement opportunities to increase effectiveness, and timeliness of financial reports. • Mentor and support staff regarding the handling of non-routine transactions. • Support cross-team special projects.