Ryan of Dallas, Texas, helps clients around the world handle their tax-planning needs. Since 1991, the firm has grown to work with more than 12,000 clients, inc
Senior Analyst, Financial Planning & Analysis (Remote)
Location
Texas
Posted
35 days ago
Salary
0
Seniority
Senior
Job Description
Senior Analyst, Financial Planning & Analysis (Remote)
Ryan
Why Ryan? - Hybrid Work Options - Award-Winning Culture - Generous Personal Time Off (PTO) Benefits - 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) - Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement - Benefits Eligibility Effective Day One - 401K with Employer Match - Tuition Reimbursement After One Year of Service - Fertility Assistance Program - Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making. While we prefer candidates based in the Dallas/Plano area, this role is open to applicants across the U.S. as it is primarily remote. Duties and responsibilities, as they align with Ryan Key Results People: - Create a positive team member experience. - Provide accurate and timely financial recommendations to management for decision-making purposes Client: - Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed. - Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials Values - Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances. - Compiles monthly and/or quarterly financial reports. - Assist in annual budgeting and quarterly forecasting processes - Uses performance management tool to provide analysis and adhoc reporting to business partners - Provide accurate and timely financial recommendations to management for decision-making purposes - Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company - Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools. - Performs ad-hoc reporting and analysis. - Use business intelligence tools and dashboard reports to develop insights and analysis - Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions. - Develops financial models and analyses to support strategic initiatives. Education and Experience: Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university. 2–3 years of related experience in P&L analysis with an understanding of accounting basics required. - Proven strong analytical skills. - Must be articulate with excellent verbal and written communication skills. - Must be self-motivated and have the capacity to work with limited supervision. - Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision. - Experience in an international professional services environment preferred. Computer Skills: To perform this job successfully, an individual must have advanced skills, in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research. Experience using accounting software is required. Workday experience a plus. Certificates and Licenses: Valid driver's license required. Certified Public Accountant (CPA) or Charted Financial Analyst candidate preferred. Supervisory Responsibilities: This role does not have direct reports. Work Environment: Standard indoor working environment. Occasional long periods of sitting or standing while working. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: none. Equal Opportunity Employer/Females/Minorities/Veterans/Disability
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
ISPOR, the Professional Society for Health Economics and Outcomes Research is a growing global nonprofit with more than 15,000 members across 120 countries. With the recent launch of the ISPOR Institute for Healthcare Transformation and a bold Strategic Plan 2030, the organization is committed to becoming the world’s trusted authority in health economics and outcomes research, working toward a world where healthcare is accessible, effective, efficient, and affordable for all. Position Summary ISPOR is seeking a Chief Financial Officer to join its senior leadership team as the organization continues to grow its global impact. Reporting to the CEO, the CFO will lead the finance and accounting function, ensuring strong fiscal management and compliance while driving the financial strategy that supports ISPOR’s mission. This role is responsible for multi-year financial forecasting, budgeting, risk management, and developing internal controls and policies. The CFO will also manage banking and investment relationships and serve as a key strategic partner to the CEO, Board, and key committees.Essential Duties and Responsibilities - Lead financial strategy and planning: Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities. - Oversee financial operations: Manage budgeting, cash flow, investments, insurance, and financial reporting in compliance with GAAP and nonprofit regulations. - Ensure risk management and compliance: Oversee audits, tax filings, 401K administration, and maintain adherence to U.S. and international financial regulations. - Optimize systems and processes: Implement and improve financial systems, policies, and internal controls to ensure efficiency and strong fiscal management. - Provide strategic leadership: Advise the CEO and senior leadership on financial analysis, cost management, and revenue strategies; support committees and Board with reports and recommendations. - Manage banking and investment relationships: Maintain treasury functions, banking partnerships, and investment oversight in collaboration with external advisors. - Lead and develop finance team: Coach and mentor staff, foster a culture of innovation and collaboration, and ensure continuous improvement in financial practices. Position Requirements - Education: Bachelor’s degree in accounting, finance, economics, or business administration required; CPA/CMA and graduate degree preferred. - Experience: 10+ years of nonprofit financial leadership, including budgeting, forecasting, and strategic planning. - Technical Expertise: Skilled in financial analysis, modeling, compliance, and risk management. - Leadership: Proven ability to lead and mentor teams; strong collaboration and influence skills. - Communication: Exceptional written and verbal communication; able to explain complex financial concepts to diverse audiences. - Professional Attributes: High integrity, discretion with confidential information, and strong organizational skills. - Travel: Ability to travel nationally as needed and internationally approximately once per year for meetings, conferences, and organizational events. Compensation and Benefits - Salary: $190,000–$210,000 with a potential MBO bonus at 15% after a year of service. - Benefits: - 20 days PTO plus company holidays - Generous health benefits – base plan is 100% subsidized for employee-only coverage - Vision buy-up option - 401K contribution of 6% after one year - Winter break closure - Year-round flexible schedule and Summer Flex program Why Join ISPOR? Joining ISPOR means being part of a mission-driven team committed to collaboration, growth, and innovation. ISPOR offers a culture of openness, belonging, and continuous learning, along with year-round flexible scheduling and remote work opportunities. ISPOR is committed to creating a diverse and inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Senior Analyst, Financial Planning & Analysis
RyanRyan of Dallas, Texas, helps clients around the world handle their tax-planning needs. Since 1991, the firm has grown to work with more than 12,000 clients, inc
• Analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. • Support the Manager of FP&A and assist in providing financial consulting and strategic support. • Conduct routine analytical reviews of company financial and operational performance. • Prepare financial packages and presentations. • Perform revenue and expense analyses. • Support the continued development of budgeting, financial forecasting, operating plan, and modeling tools. • Perform ad-hoc reporting and analysis. • Use business intelligence tools and dashboard reports to develop insights and analysis. • Proactively improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI). • Develop financial models and analyses to support strategic initiatives.
Patient Financial Specialist
Omega Healthcare SolutionsFounded in 2003, Omega Healthcare Management Services® (Omega Healthcare) empowers healthcare to thrive via intelligent solutions that optimize revenue cycle operations, administrative workflows, care coordination, and clinical research on a global scale. Works with providers, payers, life science companies, medical device manufacturers, health technology firms, researchers, and industry partners. Serves more than 350 healthcare organizations with 35,000 skilled workers in the United States, India, Colombia, and the Philippines. For more information, visit www.omegahms.com .
Essential Job Functions - Conduct comprehensive patient intake by collecting demographic, contact, and insurance information. - Execute precise data entry into the Electronic Health Record (EHR) system to ensure seamless downstream billing. - Verify active Medicaid coverage and benefits through state portals and real-time eligibility tools. - Act as a patient advocate by assisting with Medicaid enrollment, renewals, and the gathering of required documentation (e.g., ID, income verification, and residency proof). - Determine Coordination of Benefits (COB) to identify whether Medicaid is the primary or secondary payer. - Partner with third-party payers to resolve coverage discrepancies. - Provide empathetic, clear explanations regarding Medicaid benefits, eligibility requirements, and billing inquiries. - Utilize active listening and probing questions to identify and resolve patient financial concerns. - Maintain meticulous patient records in strict accordance with HIPAA, HITECH, and JCAHO regulations. - Safeguard corporate and client assets by following all organizational security policies. Key Success Indicators/Attributes - Ability to prioritize and multi-task in a fast-paced, changing environment. - Demonstrate ability to self-motivate, set goals, and meet deadlines. - Demonstrate excellent verbal communication skills, with the ability to effectively explain complex billing and insurance concepts to patients. - Strong active listening skills to understand patient concerns and provide appropriate resolutions. - Maintain courteous and professional working relationships with employees at all levels of the organization. - Work in accordance with corporate and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take appropriate action to prevent and report any compromises of security within scope of position. - Compassionate and empathetic personality to handle patient inquiries and concerns with sensitivity and professionalism. - Skill in operating a personal computer and utilizing a variety of software applications is essential. - Understanding of HIPAA and basic reimbursement principles. - Ability to work across multiple systems (EMR, PMS, digital portals). Supervisory Responsibility No Work Environment This job operates in a remote home office environment. This role routinely uses standard office equipment such as computers and soft phones. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop, kneel, crouch or crawl; and talk or hear. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. Position Type/Expected Hours of Work This is a full-time position. Each employee’s schedule must be between the hours of 6:00 AM PST to 9 PM PST, Monday through Friday, with the specific schedule for each employee to be agreed upon by the employee’s manager and the employee, taking into account the needs of the client. This position occasionally requires long hours and weekend work. Travel None Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Employee may perform other duties as assigned.
Associate General Counsel – General Corporate, Finance
Solar LandscapeSolar Landscape is a leading commercial and community solar developer striving to make clean energy affordable and accessible to everyone by developing, install
• Provide legal support for project financing and renewable energy certificates (RECs) transactions. • Handle entity formation and registration, and ensure compliance with various state and federal filings, including FERC. • Manage subscriber acquisition and related legal documentation. • Draft, review, and negotiate NDAs. • Conduct due diligence on real estate matters to facilitate successful solar project development. • Identify and resolve title and survey issues impacting solar project sites. • Collaborate with non-legal business teams during a solar project’s life cycle, from development through construction, finance, and energization. • Ensure compliance with applicable laws and regulations related to real estate and renewable energy development. • Stay informed of evolving legal trends and regulatory changes impacting solar projects. • Assist in researching and advising on novel issues in new markets, including policy and business development considerations. • Partner with the Business Development team to structure and close deals efficiently. • Act as a trusted legal advisor to leadership, offering strategic insights on corporate governance, project-specific considerations, and risk mitigation strategies. • Provide expert legal analysis and solutions to support company-wide operations.
