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Sr. Manager FP&A

MCKESSON Columbus, OH

1mo ago

$109k - $181k/yr Full time Manager Senior Budgeting

Manager Senior Budgeting

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Job Description

Location: Columbus, OH 43222

Overview

McKesson is a purpose-driven Fortune 10 organization that touches nearly every facet of healthcare. We are recognized for delivering insights, products, and services that improve access to quality care while helping to lower costs. Our focus is on the health, happiness, and well being of our team and the communities we serve. We foster a culture that encourages growth, empowers new ideas, and enables you to make an impact. McKesson employs more than 45,000 people globally and reported revenues exceeding $300 billion in FY2025. Founded in 1833 by John McKesson and Charles Olcott in New York, the company initially focused on importing and distributing pharmaceutical products. United by our ICARE values, we work together daily to make better care possible for patients worldwide.

Current Need

We are seeking a Sr. Manager FP&A to join our team in Irving, Texas.

Position Description

The Corporate FP&A Shared Services Senior Manager is responsible for supporting reporting and analytics for the business unit SG&A and standard management reporting. Responsibilities include budgeting, forecasting, reporting, and analysis in support of the business unit. The Manager will establish analytical standards for reporting and modeling KPIs. As a key financial liaison, the Manager partners with multiple departments across the business unit and coordinates with FP&A leaders and business unit leadership to ensure high-quality service delivery. The role requires the ability to work closely with a team to deliver results and improve efficiency, and strong communication to support various internal finance and operations stakeholders. Additionally, this role supports digital finance capabilities across reporting, forecasting, and performance management. This is a people leadership position overseeing Financial Analysts and their performance management.

Key Responsibilities

Drive Financial Reporting: supervise monthly financial reporting, including variance research, explanations, and resolution
Oversee the preparation and management of multiple supplemental reporting requirements
Participate in Operational Reviews and validate the accuracy and integrity of team performance metrics
Maintain up-to-date cost center portfolio listings, including stakeholder mapping
Perform and oversee ad hoc financial analysis as needed

Finance Technology and Analytics Enablement

Support the adoption, optimization, and continuous improvement of FP&A platforms (for example SAC EFPR, FDP)
Act as a product owner for FP&A reporting and analytics solutions, translating business needs into technical requirements and scalable designs
Drive increased self-service analytics through FDP, Power BI, and enterprise reporting tools
Identify and execute opportunities for process automation (forecasting workflows, variance analysis, reporting distribution)
Promote responsible and effective use of AI-enabled finance tools such as Copilot to enhance insight generation and productivity

People Leader

Manage four direct reports and provide ongoing coaching and guidance
Maintain a strong quality control environment to ensure consistent, high-quality performance
Develop technology-forward FP&A talent with a focus on analytics, systems proficiency, and automation mindset
Ensure analysts are proficient in data visualization, financial modeling within tools, and structured problem-solving
Coach team members on leveraging finance technology to shift time from manual work to systematic and data-driven workflows
Lead quarterly Performance and Development conversations, including stakeholder feedback
Ensure uninterrupted service coverage by filling in for direct reports during vacancies or leaves
Participate in the hiring process for new analysts and support successful onboarding
Provide close oversight and targeted performance management for employees with identified performance gaps, including documentation
Lead close, forecast, budget, and other deliverables huddles to ensure clarity on deadlines and support needs

Business Unit Relationship Management

Periodically meet with Finance stakeholders to assess satisfaction with service delivery
Review and analyze quarterly survey results, focusing on constructive feedback related to direct reports
Drive standardized reporting across the business unit
Identify opportunities to standardize FP&A operations
Enforce standard work by ensuring materials are followed, SOPs are maintained and refreshed periodically

Minimum Requirements

Degree or equivalent experience. Typically requires 9+ years of professional experience and 0-2 years of supervisory experience

Critical Skills

Minimum of 9 years of finance experience required
Experience managing the close process, reporting, forecasting, and budgeting activities
Demonstrated experience leading or supporting finance transformations and driving adoption
Strong understanding of data models, financial hierarchies, and metric definitions
Experience with FP&A systems such as SAP Analytics Cloud (SAC), SAP BPC, Oracle Fusion Cloud EPM, or Oracle Hyperion Essbase
Power BI experience preferred; comparable experience with Tableau, Domo, Spotfire, or Qlik is also acceptable
Experience with SAP S/4HANA or SAP ECC preferred; experience with Oracle Fusion Cloud ERP, JD Edwards EnterpriseOne, Oracle E Business Suite, or NetSuite Cloud ERP considered transferable
Healthcare technology or pharmaceutical distribution experience is a plus but not required
Advanced proficiency in Microsoft Office 365, with a strong emphasis on Excel, Word, and PowerPoint

Additional Knowledge and Skills

Strong attention to detail, with timely follow-up to business needs and a commitment to quality
Ability to work effectively with businesses and employees across multiple geographies
Strong data literacy, including assessment of data quality, consistency, and usability
Continuous improvement mindset with a passion for digitizing and simplifying finance processes
Excellent interpersonal and communication skills

Success in This Role Looks Like

Finance is viewed as a strategic partner, proactively influencing resource allocation, cost discipline, and investment decisions through forward-looking insights and scenario analysis
Planning, forecasting, and performance management are aligned to enterprise priorities, enabling leaders to understand trade-offs, manage risk, and respond decisively
FP&A processes are automated, scalable, and insight-driven, freeing time for decision support
The team emphasizes decision support and reduces time spent on data preparation
Finance technology adoption is strong, and the team acts as a thought partner in digital finance transformation

Compensation and Benefits

McKesson offers a competitive Total Rewards package. The base pay range for this position is $108,700 to $181,100. Pay is determined by factors such as performance, experience, skills, equity, regular market evaluations, and geographic considerations, and will comply with applicable regulations. In addition to base pay, annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

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Associate Director of Public Health - Finance

AIDS Healthcare Foundation Fort Lauderdale, FL

1mo ago

$90k - $100k/yr Full time Accounting Associate Associate Director

Accounting Associate Associate Director

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Job Description

About AIDS Healthcare Foundation

Founded in 1987, AIDS Healthcare Foundation is the largest specialized provider of HIV/AIDS medical care in the nation. Our mission is to deliver cutting edge medicine and advocacy, regardless of ability to pay. Through our healthcare centers, pharmacies, health plan, research and other activities, AHF provides access to the latest HIV treatments for all who need them.

Core values: Patient-Centered, Value Employees, Respect for Diversity, Nimble, Fight for What’s Right

Position overview

The Associate Director of Public Health – Finance supports administrative and logistical operations within the Public Health Division. The role emphasizes quality assurance, accuracy and financial operations, and also involves budgeting, planning, financial analysis and accounting tasks. The position helps project and integrate the Mission and Core Values of AHF within and outside the Public Health Division and contributes to fiscal compliance.

Key responsibilities

Assist with administrative and logistical operations to support the Public Health Division's financial processes.
Help ensure quality assurance and accuracy in financial operations.
Contribute to budgeting and planning activities, as well as financial analysis and accounting tasks.
Enhance AHF's reputation by projecting and integrating the Mission and Core Values within and outside the Public Health Division.
Maintain fiscal compliance and analyze finance department policies and procedures, identifying opportunities and implementing corrections.
Collaborate with PHD Leadership, AHF Finance, Grants and Contracts, IT, and HR as part of a close-knit team responsible for all facets of finance for the Public Health Division.
Operate within a collaborative organizational structure where staff are accountable to multiple leaders.

Qualifications

Required: Degree in Finance or Accounting.

Equal Employment Opportunity

AHF is committed to equal employment opportunities and does not discriminate based on race, color, creed, gender, sexual orientation, gender identity, marital status, national origin, age, veteran status or disability. The organization may consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law and ordinance.

Location

Fort Lauderdale, FL 33316

Compensation

Salary: well-compensated.

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Senior Branch Premier Banker - Commerce Square

Wells Fargo Philadelphia, PA

1mo ago

Full time Senior Affluent Affluent Banking

Senior Affluent Affluent Banking

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Job Description

Overview

Wells Fargo is a leading financial services company dedicated to innovation, community empowerment, and helping customers achieve success. A meaningful career here includes robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. The organization has been recognized for career growth, ranking among the top three and as the #1 financial services employer in the United States on the 2025 LinkedIn Top Companies list. This opportunity is based in Philadelphia, PA.

About this role

We are seeking a Senior Branch Premier Banker (SAFE) within Consumer and Small Business Banking as part of Branch Banking. Upon completing required licensing and SAFE registration, the incumbent will transition to the Senior Branch Premier Banker (SAFE) role. The profile below provides a general sense of responsibilities; daily duties will vary by branch and by banker depending on factors such as experience, client mix, available banking services, and client needs.

What you will do

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships through outreach and planned appointments.
Review and analyze moderately complex customer concerns for possible resolution using discretionary application of applicable resolution protocols.
Escalate banking related issues or business risks that require an in-depth evaluation.
Advise customers on various aspects of recommended and available financial options and services.
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit, and investment financial solutions and services.
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the identified needs and goals, aligned with clients’ overall financial circumstances and objectives.
Understand and manage risks by adhering to policies, procedures, controls, and ensuring compliance with applicable laws and regulations.
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo options and services that will best meet customers’ financial needs and goals.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to help customers succeed financially.
Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, and provide advice on banking services and options to changing circumstances.
Be an active member of the branch team, including guiding other branch employees on developing relationships and managing moderately complex to complex client needs.
This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking an application for a dwelling secured transaction. Compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment depends on meeting these requirements, including acceptable background investigations. Individuals in a SAFE role must also meet Loan Originator requirements under Regulation Z (LO) as described below.

Required Qualifications

4+ years of customer service experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.

Desired Qualifications

Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
Experience recommending financial services products and services; successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration.
State Insurance license(s).
3+ years of experience in a licensed financial services position.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Excellent verbal, written, and interpersonal communication skills.
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business.
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention.
Ability to follow policies, procedures, and regulations.
Ability to educate and connect customers to technology and share the value of self-service digital banking options.
Experience using strong business acumen to provide financial services consultation to small business customers.
Knowledge and understanding of financial services consumer lending products.
Ability to interact with integrity and professionalism with customers and employees.
High motivation with the ability to successfully meet team objectives while maintaining individual performance.
Experience mentoring and peer-coaching others.

Job Expectations

Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices risk management culture.
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment.
State Insurance licenses are required for this role and must be completed within a specified period.
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) licenses is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fi

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Regional Consultant, Special Services

KeyBank National Association Boston, MA Hybrid

1mo ago

$71k - $125k/yr Full time Asset Custody Benefit Payments Client Service

Asset Custody Benefit Payments Client Service

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Job Description

Location

Hybrid remote in Boston, MA 02110

Job Summary

The Regional Consultant, Special Services oversees a portfolio of institutional clients focused on custodial services, including management of benefit payments. This role collaborates with Institutional Advisors (IAs) and Philanthropic Consultants to provide specialized servicing guidance and solutions, supporting client growth and acquisition across corporate, ERISA, government, and nonprofit sectors. The Regional Consultant manages complex custody relationships, ensuring proactive service delivery and strong client management.

Essential Job Functions

Oversee a portfolio of clients receiving custodial services, including benefit payments.
Collaborate with Institutional Advisors on new special servicing opportunities in corporate, ERISA, government, and nonprofit markets.
Provide regional sales support and client advisory assistance, with travel as needed.
Support client expansion by identifying and delivering solutions tailored to client needs.
Deliver service and guidance related to both custody and benefit payments.
Ensure accurate, superior, and proactive service delivery in line with governing documents, policies, and regulatory requirements.
Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
Develop and maintain strong client relationships, serving as a trusted advisor and advocate.
Mentor other team members to enhance consulting and advisory capabilities.
Conduct regular client reviews and solicit feedback to improve service delivery and identify new opportunities.
Retain and expand client relationships through consultative engagement and proactive solutions.
Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.

Required Qualifications

Bachelor’s degree in business, finance, accounting, or related field.
A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
Experience managing complex custody relationships.
Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
Working knowledge of custodial services and benefit payment processing.
Familiarity with regulatory requirements and compliance standards.
Strong PC skills, especially Excel, Word, and PowerPoint.

Required Skills

Client service excellence: proven ability to deliver high-quality, proactive guidance to institutional clients.
Relationship management: skilled at building and maintaining strong client relationships with a consultative approach.
Collaboration: effective partnership with internal teams and external advisors to deliver comprehensive solutions.
Market knowledge: understanding of corporate, ERISA, government, and nonprofit markets.
Analytical ability: strong problem-solving skills and attention to detail in managing complex client relationships.
Communication: excellent written and verbal communication skills, with the ability to present complex concepts clearly.
Compliance: knowledge of regulatory requirements and ability to manage risk appropriately.
Workplace approach: Key has implemented an approach to employee workspaces prioritizing in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Posting Expiration Date

04/12/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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International Private Bank- AWM Analyst Investor- LATAM North

JPMorganChase Miami, FL

1mo ago

Full time Analyst Asset Management AWM

Analyst Asset Management AWM

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Job Description

Overview

We are seeking highly talented, collaborative, and motivated individuals to deliver a premier client experience within JPMorgan Chase International Private Bank. This role is tailored for an entrepreneurial mindset and a drive to continuously challenge oneself, with the opportunity to work alongside colleagues from various markets, businesses, and functions to advance your career. As a Program Banker Analyst in the International Private Bank, you will join an integrated team of bankers, global investment specialists, capital advisors, and trust and estate professionals to attract new clients and support existing relationships. High performers may progress to an Associate role at the conclusion of the program. Promotions are determined by business needs and the Analyst’s performance. The two-year Analyst Program exposes you to multiple areas of the Private Bank, including credit and lending, multi-asset investments, wealth advisory, and estate planning. This role supports the LATAM North market focus within the International Private Bank.

Responsibilities

Help design customized financial strategies for current and prospective clients
Prepare pitch decks and meeting materials for client discussions
Collaborate with integrated team members to analyze balance sheets and clarify a client’s investment objectives to deliver tailored, risk-aware recommendations
Develop expertise in a range of proprietary models to inform solution recommendations
Conduct research and analysis; support product development and prospecting efforts
Research client inquiries and manage follow-up communications and materials
As you grow in the role, assume more responsibility by engaging with senior management and working directly with clients

Required Qualifications, Capabilities, and Skills

Bachelor’s degree with a minimum GPA of 3.2
No more than two years of work experience after completing undergraduate studies
Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, and Skills

Strong multi-tasking and organizational abilities
Excellent communication skills and poise in presentations
Genuine interest in financial markets and macroeconomic trends
Ability to synthesize quantitative and qualitative information to address complex financial situations and present solutions

Compensation and Benefits

The total rewards package includes base salary determined by the role, experience, skills, and location. Eligible employees may receive commission-based pay and discretionary incentive compensation paid in cash and/or equity, based on individual achievement. A comprehensive benefits program is offered, including health care coverage, on-site health and wellness facilities, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Specific compensation and benefits details will be provided during the hiring process.

About Us

JPMorgan Chase & Co is a leading global financial institution delivering innovative solutions to millions of consumers, small businesses, and a broad range of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and today we are a leader across investment banking, consumer and small business banking, commercial banking, payment processing, and asset management.

Team Overview

J.P. Morgan Asset & Wealth Management provides industry-leading investment management and private banking solutions. Asset Management serves individuals, advisors, and institutions with strategies spanning the full spectrum of asset classes through a global network of investment professionals. Wealth Management helps individuals, families, and foundations manage and realize their financial goals.

Location

Miami, Florida 33131

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Accountant - Long Term Contract

InSearch Omaha, NE

1mo ago

$40 - $45/hr Full time Accountant Accounting Assistant Controller

Accountant Accounting Assistant Controller

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Job Description

Role Overview

InSearch is seeking an experienced accounting professional for a nine-month, long-term contract. The ideal candidate will bring advanced accounting expertise coupled with leadership abilities to support a fast-growing organization. The position offers competitive pay and a potential completion incentive for successful delivery.

Responsibilities

Take the lead in supporting the month-end close process
Review journal entries for accuracy and completeness
Oversee reconciliations to ensure alignment with financial statements
Assist with day-to-day accounting operations as needed

Qualifications

Prior Controller, Assistant Controller, or strong Senior Accounting background
Experience with period-end close and core accounting workflows
Experience with a large ERP system
SOX exposure and ERP experience; Dynamics 365 experience a plus
Demonstrated leadership skills or ability to lead accounting activities

Compensation

Pay rate: $40.00 to $45.00 per hour. This long-term contract includes competitive compensation and a potential completion incentive.

Location and Work Arrangement

Location: Omaha, Nebraska 68144. Work location is on-site (in person).

How to Apply

Please submit your resume to val@insearchrecruiting.com or visit insearchrecruiting.com for other available opportunities.

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Sr. Accountant - Interim

CV Resources Bellevue, WA Hybrid

1mo ago

$40 - $45/hr Full time Accountant Accounting Accrual Accounting

Accountant Accounting Accrual Accounting

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Job Description

Overview

CV Resources is partnering with a Bellevue client to recruit a Senior Accountant for a contract opportunity lasting 6+ months. The role covers a leave and provides an immediate opportunity to contribute within a well established accounting team. This is a hybrid position based in Bellevue, WA, with three days on site and two days remote. The compensation range is $40.00 to $45.00 per hour.

Key Responsibilities

Prepare and post journal entries, including accruals, reclassifications, and month-end adjustments
Perform bank reconciliations and maintain accurate balance sheet account reconciliations
Record and analyze revenue accruals to ensure timely and accurate recognition
Assist with the preparation of monthly and quarterly financial statements and supporting schedules
Maintain general ledger integrity and ensure compliance with GAAP and internal accounting policies
Support variance analysis and provide explanations for fluctuations in account balances
Assist with audit requests and provide documentation for internal and external audits
Prepare and file B&O tax filings