Job Closed
This listing is no longer active.
My Out Desk Careers - Work Globally, Live Locally
Senior Financial Planning & Analyst
Location
Philippines
Posted
55 days ago
Salary
0
Seniority
Senior
Job Description
Senior Financial Planning & Analyst
MOD Careers
• Advanced Financial Modeling & Forecasting - Dynamic Modeling: Build, maintain, and audit complex, three-statement financial models from scratch tailored to specific industry needs (e.g., cohort analysis for SaaS, project-based models for Real Estate). - Liquidity Management: Own the 13-week rolling cash flow forecast process, ensuring clients have real-time visibility into their runway and capital requirements. - Scenario Planning: Develop "What-If" models to stress-test business assumptions regarding hiring, pricing shifts, and market volatility. • Strategic Insight & Reporting - Executive Dashboards: Design and automate high-quality, client-ready visual dashboards (via Excel, Power BI, or specialized FP&A software) that highlight North Star metrics and KPIs. - Variance Analysis: Conduct deep-dive monthly variance analysis (Actual vs. Budget/Forecast), providing narrative explanations that go beyond the "what" to explain the "why." - CFO Preparation: Draft executive summaries and talking points for board-level discussions, ensuring the Founder is fully briefed for all client engagements. • Systems Architecture & AI Integration - Process Optimization: Standardize financial workflows across the firm’s client base to ensure scalability and consistency. - AI & Automation: Actively integrate AI tools (ChatGPT, Claude, specialized LLMs) and Excel automation (Power Query/VBA) to drastically reduce manual data entry and increase analytical speed. - Data Integrity: Audit client accounting files (QuickBooks Online, Xero) to ensure data structures support accurate financial reporting. • Advisory Support - Strategic Initiatives: Lead ad-hoc projects such as unit economic analysis, customer acquisition cost (CAC) vs. LTV studies, and margin optimization strategies. - Gap Identification: Proactively identify financial risks or operational inefficiencies within client businesses and propose structured solutions without being prompted.
Job Requirements
- Education: Bachelor’s degree in Finance, Accounting, or Economics. CFA, CPA, or MBA is strongly preferred.
- Experience: 5–8+ years in FP&A, Investment Banking, or Corporate Finance. Experience in a Fractional CFO or multi-client environment is a massive plus.
- Industry Expertise: Proven track record in at least two of the following:
- SaaS/Tech: Understanding of MRR, Churn, and CAC.
- Real Estate: Understanding of Cap Rates, IRR, and development draws.
- Professional Services: Understanding of utilization rates and project margins.
- Tech Stack:
- Expert Level: Microsoft Excel (Index/Match, Power Pivot, Lambda, and complex nesting).
- Proficient: QuickBooks Online, Xero, and Sage Intacct.
- Modern Tools: Familiarity with AI-driven analysis and data visualization tools (Tableau/Power BI).
- Market Context: Deep familiarity with US GAAP and the operational nuances of US-based SMBs.
Benefits
- $400 Placement Bonus after successfully completing your first 30 days with your first MOD client
- Independent Contractor Referral Program – Earn up to $330 for every successful referral
- MOD Cash Advance Program available after 6 months of active service with MOD client/s
- Comprehensive HMO Coverage for you and 1 dependent, starting after 6 months of active service with MOD client/s
- Dental Benefits through Maxicare Dental Hub
- Optical Reimbursement for HMO principal members
- Group Life Insurance with Accidental Death & Dismemberment coverage
- Maternity Reimbursement for both normal and Caesarean delivery
- 6 Paid US Holidays
- 7 Additional Vacation Leave Credits after 10 months of active service with the current MOD client
- 7 Additional Sick Leave Credits after 1 year of active service with the current MOD client/s
- Unlimited Upskilling Opportunities through MODUniversity
- Mentorship and collaboration with global leaders and teams
- Clear career advancement pathways within the organization
- Diverse, inclusive, and supportive workplace environment
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Referral Intake Associate
BAYADA Home Health CareBAYADA Home Health Care, founded in 1975 by J. Mark Baiada, has been a trusted provider of home-care services for more than 40 years. BAYADA is recognized as on
Role Description BAYADA Home Health Care is seeking a Referral Intake Coordinator to join our Customer Care Center team. This is a work-from-home opportunity. The remote Intake Associate is a critical role to drive the company’s success in helping more patients get our high-quality care in the comfort of their homes. You are the face of the company, responsible for receiving and processing new referrals sent from various hospitals, physicians, and medical professionals for BAYADA to provide care to those patients. We provide all the appropriate training on best-in-class customer service, equipment, and access to tools and technology to ensure our clients can receive the best possible care quickly. The remote Intake Associate is an excellent opportunity with BAYADA to learn about the company and the industry. Successful candidates in this job often move into different parts of BAYADA, from shared services to running operations at the local branches. You will also get to work with an amazing team of 50+ members and build lasting friendships over time. Each year, BAYADA organizes an Awards Weekend in different unique locations (DC, Hollywood, Philadelphia, Charlotte, etc.) to bring the whole company together to build relationships and recognize everyone’s hard work. Hours: - Must have flexibility to work either five (5) eight (8) hour days, or four (4) ten (10) hour days, to include 1 weekend day each week, as assigned. - Training hours are typically Monday through Friday, 8 hours per day, for the first two months from start date, until you are ready to transition to the permanent schedule. Qualifications - College Degree required. - 2-3 years’ experience in Healthcare, Intake, or Contact Center may be accepted in lieu of degree. - 1 year of work experience (to include internships), required. - Proven success in a healthcare setting, contact center, and/or experience having worked/learned remotely, required. - Ability to simultaneously work in multiple systems in a fast-paced contact center environment. - Exceptional organizational and communication skills. - Attention to detail and ability to work with speed and accuracy. Requirements - Receive, document, and process incoming referrals. - Ensure all referrals are thorough, accurate and complete. - Follow up with our local branches to ensure timely responses to referral sources. - Function as facilitator between Case Managers, Client Services Managers, Clinical Nurse Managers and Field Nurses. - Communicate payer information to our internal Insurance Verification team. - Provide excellent customer service at all times. Benefits - Base Salary: $20.67 / hour depending on qualifications. - Monthly bonus up to $250 based on key performance indicators (eligible after 6 months in role). - BAYADA offers a comprehensive benefits plan that includes the following: - Paid holidays, vacation and sick leave. - Vision, dental and medical health plans. - Employer paid life insurance. - 401k with company match. - Direct deposit and employee assistance program.
Role Description Review applications for excess insurance and evaluate applications to determine whether to accept or decline coverage based on established underwriting guidelines. - Determine the level of coverage to be offered and appropriate pricing based on the exposures presented and individual risk characteristics. - Assess excessive risks and determine value of policy to ensure safe and profitable distribution of risks. - Become familiar with various commercial insurance applications and industry terminology. This is a senior level position. Position Responsibilities - Adhere to underwriting guidelines and execute underwriting and pricing strategies to maintain profitability goals. - Use level of authority to accept, reject, or mitigate risk for applications. - Approve or decline insurance applications within certain limits and issue coverage and prepare referral submission for risks exceeding individual authority. - Review and analyze risk characteristics on insurance applications, renewals, and change requests. - Ensure that underwriting activities comply with all industry and government regulations. - Documentation of Underwriting files including risk analysis and pricing justification in accordance with established underwriting standards. - Offer recommendations to clients on insurance applications to reduce exposure to excessive risk. - Utilize underwriting guidelines, rules, standards, and levels of authority to accept, reject, or mitigate risk for applications and determine appropriate premiums, limits, and coverages. - Cultivate relationships with assigned producers to achieve production goals. - Collaborate closely with the underwriting team to finalize insurance applications efficiently. - Utilize multiple databases to gather and verify supplementary data for submissions and leverage specialized software to compare risks ensuring accurate policy pricing. - Respond to customer needs, providing guidance and assistance tailored to their insurance needs. - Process accounts from approved quotes through to policy issuance with accuracy and efficiency. - Recommend ideas for program development and process improvement. - Assist in the development of the Underwriting team through sharing knowledge and market intelligence, collaboration, and mentoring relationships. Qualifications - Bachelor’s degree required. - Minimum 5 years of underwriting or related insurance experience required. - Experience underwriting risk for the following classes: construction, hospitality, real estate, manufacturing. - Experience underwriting excess risk strongly preferred. - CPCU, CIC, CRIS, Property & Casualty Brokers License, etc. a plus. - Strong customer service experience. - Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software. - Ability to work collaboratively with team members and other departments. - Strong desire to learn, explore new ideas, and seek out new knowledge. - Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities. Role Progression The next level role is Lead Underwriter. This role also offers bonus in addition to base compensation. Your Talent Acquisition representative will share more details about the bonus component should you advance in the interview process. The starting annual pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. National Pay Range: $101,000 — $127,000 USD Benefits - Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows. - Professional development opportunities. - Owner Referral Program. - Work from home reimbursement for remote/hybrid roles. - Canary emergency financial assistance program. - Comprehensive medical, dental, vision. - Life/AD&D Insurance. - Confidential, Employee Assistance Program. - Health Savings Account, includes company contribution. - Short-term disability. - Voluntary benefits - supplemental accident, critical illness, hospital insurance. - Employee discounts. - 401(k) Plan with company match contribution. - Addition Wealth Financial Wellness Program. - Various Time Off Programs. - 11 company paid holidays.
• Own and maintain monthly reporting tools dedicated to improving financial and operational performance, including analyses of variances and trends and comparison to peer groups and benchmarks • Often required to lead projects and assist with development/implementation of new reporting tools and processes within the Medical Group, Urgent Care, and Occupational Health analytics space • Work in collaboration with interdisciplinary teams across the organization while acting as a steward of financial data and operational best practices within our area • Support the maintenance of data and ensure data integrity, including but not limited to compiling information for input into various reporting systems (i.e. Hyperion, Workday, Athena, Power BI) • Prepare ad-hoc reports and analyses to aid in real time administrative and decision-making purposes • Present and analyze large amounts of data in many user-friendly ways while providing concise, attractive, and illustrated reports • Identify improvements to enhance the maintenance or utilization of analytical information • Other analytic, finance, and support services as identified
Manager, IT Financials – Purchasing
Advocate Aurora HealthWe help people live well. We’re proud to be part of Advocate Health.
• Validate, approve, and provide oversight to the team in purchasing of IT software, hardware, and telecom circuit orders • Validate, manage, and adhere to negotiated terms and pricing for products and/or contracted services • Work with extended teams if accruals need to be reported and/or variances are needed to be reviewed for funding • Manage and process IT hardware and software maintenance renewals • Monitor and track all IT maintenance contracts (new and renewals) in our budgeting/forecast software • Review, monitor, and approve invoice payments to contracts and POs • Supply Chain coordination – acts as liaison and partners with groups to facilitate contracting and purchasing • Software audit management and compliance including maintenance of licensing documentation, true-ups, and reconciliation with vendor values. • Works with IT Finance to forecast any changes to budget and mitigate variances • Identifies and assesses potential DEI vendors (Tier 1 and Tier 2) • Performs human resources responsibilities for staff including interviewing and selection of new employees, promotions, staff development, and performance evaluations. • Develops and recommends operating and capital budgets and controls expenditures within approved budget objectives.



