For nearly 30 years, we’ve delivered trusted international health insurance—most recently as GeoBlue. Now, we’re Blue Cross Blue Shield Global Solutions.

It’s the same reliable team and products, now with a new name, refreshed look and a streamlined website that reflects our mission: making international healthcare simpler for the globally mobile.

Your journey abroad is unique, and our flexible plans are designed to support every reason you travel—whether it’s a vacation in Paris, a business conference in Geneva or a long-term assignment in Singapore.

We blend digital innovation with human-centered care to offer international coverage that’s simple, accessible, and tailored to your needs. Our plans serve individuals, employers, organizations and schools.

With us, you’re not just covered—you’re cared for. So go ahead, say “yes” to the journey.

Industry: Insurance
Company Size: 501-1,000 employees

BCBS Global Solutions

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**Who We Are**

At Blue Cross Blue Shield Global Solutions SM (BCBS Global Solutions SM ), we make it easy for people and organizations to access and pay for healthcare abroad. By combining digital innovation with human-centered care, we go above and beyond for our customers and deliver an international healthcare experience that’s simple, efficient, and human.

Whether our customers live, work, travel or study abroad, we give them the confidence and peace of mind to embrace every journey and say “yes” to new possibilities.

What we’re looking for in our **Director/Senior Director – Financial Strategy & Planning**

You’re a strategic finance leader with a strong enterprise mindset and a passion for helping organizations make better, more informed decisions. You bring deep expertise in financial planning, forecasting and performance management.

You’re comfortable operating at the enterprise level, partnering closely with executives and Boards, influencing capital allocation and growth initiatives and asking the right questions when trade-offs need to be made. You can build the model, explain the implications and help leaders decide what’s next — all with clarity and confidence.

But you also understand this role isn’t just about numbers. It’s about people and relationships. You’re a trusted thought partner, a collaborative leader, and a developer of talent. You enjoy building strong teams, working across functions and raising the bar for how finance shows up for the business.

You aren’t a gatekeeper. You’re a strategic enabler. You translate numbers and complex analysis into language and clear insights everyone can understand.

Here’s how you’ll help shape financial strategy and outcomes across our company:

**Enterprise Financial Planning & Performance Management**

- Lead the strategic design and execution of the annual operating plan, budget and multi-year forecast processes.

- Build and continuously evolve enterprise financial models, scenario and sensitivity analyses to support growth and risk management.

- Develop executive-ready dashboards, KPIs and reporting that elevate insight, not just information.

- Communicate performance trends with clear implications, risks and recommended actions.

**Strategic Finance & Executive Decision Support**

- Serve as a trusted finance thought partner to the CFO, executive leadership and business leaders.

- Support enterprise strategic planning and evaluation of organic growth opportunities.

- Lead modeling related to expansion, operating leverage and cost structure optimization.

- Prepare high-quality materials for the Board of Directors, Finance and Audit Committees and executive leadership reviews.

**Capital Allocation & Investment Strategy**

- Coordinate enterprise capital planning and investment review processes.

- Evaluate capital structure alternatives, acquisitions, divestitures and shareholder return strategies.

- Partner with Accounting, Treasury, Tax and external advisors to support informed investment decisions.

- Analyze risk and return trade-offs to maximize long-term value.

**Commercial & Controllership Decision Support**

- Provide financial leadership and analytical support for commercial operations, including:

- Sales forecasting and pipeline analytics

- Incentive compensation design and modeling

- Producer and partner compensation performance tracking

- Strengthen the accuracy and effectiveness of monthly close through analytical review and trend analysis.

- Support contract negotiations and key business initiatives with clear financial insight.

**People, Culture & Continuous Improvement**

- Lead, manage and develop our FP&A team.

- Coach and help develop analytical talent across the organization.

- Drive continuous improvement in finance systems, tools, processes and analytical methodologies.

- Leverage technology, including AI, to modernize finance capabilities.

- Champion cross-functional collaboration and help lead Finance team transformation efforts.

This might be the right role for you if…

- You bring 10+ years of progressive finance experience, with significant FP&A leadership.

- You hold a bachelor’s degree in Finance, Accounting, Economics or a related field.

- You’ve supported senior executives and Board-level reporting with confidence and credibility.

- You’re known as a strong people leader, clear communicator and trusted advisor.

- You have advanced financial modeling, forecasting and analytical capabilities and are very comfortable with Excel, Oracle, and enterprise planning/budgeting tools

- You’re comfortable balancing strategic thinking with hands-on execution in a fast-paced environment.

Bonus points if:

- You hold an MBA and/or CPA.

- You’ve worked in complex, multi-entity or international environments.

- Your background includes strategic finance, corporate development and/or highly analytical operating models.

**What you’ll get in return:**

- Competitive base pay + annual bonus

- Competitive medical plans

- Telemedicine available

- Paid parental leave

- Employee assistance and wellness support 24/7

- Free international healthcare coverage

**Other Great Perks:**

- Hybrid work model

- Work abroad arrangements available

- Generous PTO accrual program with carry-over option

- 9 paid holidays in addition to one floating holiday and one volunteer day

- Tuition reimbursement

- Career/Learning and development opportunities

- 401(k) with generous company match

- Pet insurance offerings

- Identify theft and legal coverages available

- Emphasis on well-being (Virtual well-being platform, monthly mindfulness events, and giveaways)

Director - Financial Planning & Analysis

In business since 1949, Logan Finance continues to deliver the highest level of customer experience in the mortgage industry through our Correspondent, Wholesale, and Retail channels. The consistency, quality and dependability of our loan delivery and purchase has our partners calling us "The Agency of Non-Agency™".

Industry: Financial Services
Company Size: 51-200 employees

Logan Finance Corporation

Come join Logan Finance, one of the fastest growing Non-QM lending companies in the US. In business since 1949, Logan Finance delivers the highest level of customer experience in the industry through our Correspondent and Wholesale channels. We focus on providing our brokers and their customers with the best loan experience. The consistency, quality, and dependability of our loan deliveries have our partners calling us “the Agency of Non-Agency™."

**Job Summary: **

We are seeking a highly skilled and experienced **Director of FP&A ** to lead the financial planning and analysis function within our mortgage organization. The ideal candidate will bring deep expertise in financial modeling, reporting, and performance analysis, with specific experience in **Third-Party Origination (TPO) mortgage ** operations. This role will play a key part in driving the company’s financial strategy, ensuring accurate forecasting, budgeting, and capacity planning to optimize production and financial performance.

**Key Responsibilities: **

**Budgeting & Forecasting: **

- Lead the annual budgeting process, aligning with company objectives and financial goals.

- Develop and maintain rolling forecasts that reflect dynamic business needs and market conditions within the mortgage industry.

- Ensure accuracy in forecasting loan production volumes, costs, and revenue projections.

**Key Performance Indicators (KPIs): **

- Design and track company-wide KPIs, with a focus on mortgage production, margins, capacity, and financial performance.

- Regularly monitor and report on KPIs, providing insights and recommendations to improve operational efficiencies and profitability.

**Financial Reporting: **

- Prepare, review, and present financial reports to executive leadership, highlighting financial trends, variances, and actionable insights.

- Develop monthly, quarterly, and annual reporting packages that detail performance metrics, forecasts, and financial results.

**Production Analysis: **

- Conduct detailed analysis of loan production data to identify trends, growth opportunities, and cost-saving initiatives.

- Work closely with operations and sales teams to understand production performance and its impact on overall financial health.

**Capacity Modeling: **

- Develop and implement models to assess capacity requirements based on projected loan volumes and market conditions.

- Provide recommendations for resource allocation and staffing levels to optimize operational efficiency.

**Ad Hoc Analysis: **

- Support executive leadership with ad hoc financial analysis and reporting requests.

- Lead special projects and initiatives that require cross-functional collaboration, such as M&A analysis or new product evaluations.

**Scenario & Sensitivity Analysis: **

- Perform scenario analysis to assess potential business outcomes under various economic, market, and operational conditions.

- Conduct sensitivity analyses to determine the impact of changing assumptions on financial outcomes and risk exposure.

**Requirements: **

- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).

- Minimum 10 years of experience in Financial Planning & Analysis, with at least 7 years in the mortgage industry.

- **Experience in Third-Party Origination (TPO) mortgage ** operations is a must.

- Proven track record of managing large-scale budgets, forecasts, and financial models.

- Advanced proficiency in Excel and financial modeling; experience with financial systems such as Hyperion, Adaptive Insights, or similar tools.

- Strong analytical skills with the ability to translate complex financial data into actionable insights.

- Excellent communication and presentation skills, with the ability to work cross-functionally and influence senior leadership.

- Ability to manage multiple priorities and deadlines in a fast-paced environment.

**Preferred Qualifications: **

- Experience in production and capacity analysis within the mortgage or financial services industry.

- Strong understanding of mortgage loan production, pricing models, and profitability drivers.

- Familiarity with regulatory requirements in the mortgage industry.

Director of Financial Planning and Analysis

The Exploratorium is the global leader in informal learning, designed to ignite curiosity and inspire creativity in people of all ages. The world-renowned science museum creates original, interactive exhibits, on display at more than 1,000 science centers, museums and public spaces around the world. Dedicated to education reform in and out of the classroom, the Exploratorium is a premier professional development center for educators and a creator of award-winning educational resources. Since 1969, the Exploratorium has influenced generations of entrepreneurs, artists, scientists, teachers, students, children, museum professionals and everyday doers, reaching nearly 200 million people annually from around the globe. In the spring of 2013, the Exploratorium will move to Pier 15 in the heart of San Francisco's waterfront district, where it will celebrate a new era of experiences that encourage critical thinking and awaken wonder for generations to come. 

Founded in 1969 by Dr. Frank Oppenheimer, our mission is to create a culture of learning through innovative environments, programs, and tools that help people nurture their understanding about the world around them. We believe that following your curiosity and asking questions can lead to amazing moments of discovery, learning, and awareness, and can increase confidence in your ability to understand how the world works. We also believe that being playful and having fun is an important part of the process for people of all ages.

Industry: Museums, Historical Sites, and Zoos
Company Size: 201-500 employees

Exploratorium

**Summary**

The Junior Financial Analyst supports the Exploratorium’s mission and vision by providing financial reporting, analysis, and operational support to the FP&A team and departments across the organization. This role is an early-career, detail-oriented position designed to build and apply core competencies in budgeting, forecasting, and financial analysis while working closely with Financial Analysts and FP&A leadership.

The Junior Financial Analyst contributes to accurate financial reporting, variance analysis, and the development of planning tools and reports, and assists in communicating financial results to non-finance stakeholders. This role works with moderate guidance while developing the skills needed to support effective financial planning and decision- making. This position reports to the Director of Financial Planning & Analysis.

**Essential Functions**

- Assist in the preparation, consolidation, and analysis of annual budgets and quarterly forecasts.

- Assist in analyzing monthly internal financials and monitor against budget; identify variances, prepare commentary and make recommendations where appropriate

- Day-to-day management of budgeting software (Workday Adaptive Planning); assist Financial Analysts on buildout and maintenance, ensuring data accuracy and integrity.

- Help maintain and enhance reports, dashboards, and data structures within Workday Adaptive Planning

- Assist in preparing budget/forecast reporting package, including supporting analysis and explanatory narrative and presentation material, for senior management and Board of Directors

- Assist with cash flow projections and other short-term financial analyses as needed

- Assist budget managers and project managers in monitoring performance against budget, helping interpret reports, and respond to questions

- Research and resolve routine financial inquiries for assigned departments and functional areas, escalating more complex issues as needed.

- Participate in budget and forecast meetings and assist with meeting preparation and follow-up, including tracking action items.

- Support special projects and ad hoc analyses under the guidance of FP&A leadership, including data gathering and preliminary analysis.

- Assist in identifying opportunities to improve reporting processes and data quality

- Perform other duties as assigned

**Minimum Qualifications**

- BA/BS degree in finance, accounting, business or closely related field

- 1-3 years of experience in a finance function, preferably in budgeting and financial analysis

- Foundational knowledge of budgeting, forecasting, and financial reporting concepts; non-profit experience a plus

- Demonstrated ability to analyze data, identify variances, and support basic financial analysis

- Strong Excel skills; working knowledge of Microsoft Office (Word, PowerPoint) and Google Workspace applications

- Ability to work with financial, budgeting, and report-writing software. Ability to organize and manage multiple tasks with moderate guidance and supervision

- Strong verbal and written communication skills

- Ability to interpret and explain basic financial information to non-finance colleagues

- Ability to work collaboratively in a team-based, fast-paced environment

- Detail-oriented with strong organizational skills and focus on accuracy and continuous learning

**Preferred Qualifications**

- Experience with Workday Adaptive Planning

**PHYSICAL REQUIREMENT**

~~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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.~~

- This position is based in San Francisco, California with staff expected to work onsite a certain number of days per week based on department requirements

- Ability to work at computer for extended periods of time, utilize general office equipment, lift and carry up to 20 pounds short distances

**APPLICATION DEADLINE**

This position is open until filled

**How To Apply**

This is a **regular, full-time (37.5 hours per week), exempt, non-union position ** that includes benefits. The salary range for this role is $72,150 to $81,900 DOE. Please, no phone calls in regards to this job. To apply, please visit the Exploratorium job page.

The Exploratorium is proud to be an equal opportunity employer and values diversity, inclusion and respect. We welcome and strongly encourage applicants from all backgrounds. All qualified applicants will receive consideration for employment.

Exploratorium

Piers 15/17, San Francisco, CA 94111

Website: https://www.exploratorium.edu/about/jobs. ~~No phone calls, please~~

**The Exploratorium is committed to an inclusive workforce.**

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Junior Financial Analyst

Certus is a leading professional ed-tech training and certification company that, through its suite of brands and businesses, delivers technical-skills training and compliance solutions to more than 3.4 million customers per year. Its best-in-class technology platform and content library enables lifelong learners at every level – from trusted industry brands to individual students and skilled professionals. To learn more, visit www.certus.com.

Industry: E-Learning Providers
Company Size: 201-500 employees

Certus

**About Certus**

We sit at the intersection of people and technology—building training and education solutions that help more than 4 million learners each year enter, advance, or reinvent their careers.

Our customers range from individual professionals charting their own path to some of the world's most recognized brands: Amazon, Siemens, Geico, Chick-fil-A, and others who trust us to develop their people at scale.

**How We Work**

Our teams span software engineering, instructional design, creative writing, consultative sales, marketing, and beyond. Movement between roles isn't just possible; it's encouraged. We're building something that requires people who want to keep growing.

Who Thrives Here

- Self-starters who bring a get-it-done mindset and don't wait for permission

- Builders drawn to a fast-moving industry where the landscape keeps shifting

- Humans who are innovative, brave, kind, and bring their full selves to work

We're committed to a culture where people can be exactly who they are—and where that diversity of perspective makes everything we build stronger.

The workforce learning market is evolving rapidly, and we're helping define where it goes next. If you want work that matters, room to grow, and a team that actually means it when they talk about culture—we should talk.

**The Opportunity**

This is a high-impact leadership role at the intersection of finance and strategy. As Director of FP&A, you'll serve as a trusted advisor to the CFO and Executive Leadership Team—translating complex financial data into the insights that shape how the company invests, grows, and operates.

You'll build and lead a team of analysts, own the full spectrum of financial planning and forecasting, and have direct visibility with the Board and our private equity sponsor. If you thrive on turning numbers into narratives and want a seat at the table where decisions get made, this role offers that platform.

**What You'll Own**

Strategic Planning & Forecasting

- Lead annual budgeting, monthly forecasting, and long-range planning across all financial dimensions—P&L, balance sheet, cash flow, CapEx, and headcount

- Drive rolling forecasts and liquidity planning that give leadership a clear view of where the business is headed, not just where it's been

Performance Intelligence

- Deliver analysis that matters: company and business unit performance versus plan, variance insights, and forward-looking recommendations the executive team can act on

- Define and track the financial and operational metrics that reveal what's really driving the business

Leadership & Team Development

- Build and mentor a high-performing FP&A team with strong modeling chops and business acumen

- Establish the operating rhythm—forecasting cadence, reporting cycles, business reviews—that keeps the function running at a high level

Executive & Investor Reporting

- Prepare board materials, investor presentations, and financial packages for our PE sponsor

- Own lender compliance: covenant calculations, reporting packages, and liquidity monitoring

Cross-Functional Partnership

- Collaborate with business unit leaders on pricing, investments, operational improvements, and strategic initiatives

- Act as a key finance voice in ERP and systems projects that strengthen data quality and planning capabilities

**What You Bring**

- 10–15 years of progressive experience in FP&A, corporate finance, or investment analysis

- Background in a mid-sized or PE-backed company preferred—you understand the pace and expectations

- Advanced Excel and financial modeling skills; you can build and stress-test complex models under pressure

- Fluency with debt agreements, covenant compliance, and lender reporting

- The ability to translate financial complexity into clear, actionable insights for non-finance audiences

- Executive presence—you're comfortable presenting to senior leadership, boards, and investors

- A track record of developing talent and building team capabilities

- Sharp organizational instincts and the ability to manage competing priorities without dropping threads

**How Success Gets Measured**

- Forecast accuracy improves over time; the cadence is predictable and trusted

- Leadership has clear, forward-looking visibility into cash, liquidity, and financial performance

- Lender reporting and covenant compliance are flawless and on schedule

- Management reporting is crisp, insightful, and drives better decisions

- Your team is growing in capability and confidence

- You're identifying—and driving—improvements to how the company plans and reports

This is a role for someone who wants to shape outcomes, not just report on them.

This is a hybrid-position located in Charlotte, NC where we have offices in the Ballantyne area. The base pay for the position will be $200,000 - $210,000 plus an annual bonus of up to 15%.

EEO Statement: Certus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Director, Financial Planning and Analysis

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