146 Financial Product jobs in the United States
Financial Product Manager-Insurance Channel
Posted today
Job Viewed
Job Description
Job Description
This position is responsible for developing and managing a comprehensive suite of financial products serving current and potential agent members. This role as a dynamic Product Manager will lead the strategy, growth, and profitability of our Farmers Insurance Solutions product suite. This is a business-driven role, focused on managing the product lifecycle from ideation to execution, with a strong emphasis on P&L ownership, market positioning, and enhancing value to our members and partners. This position requires a strong background in financial services, insurance-adjacent products, profitability analysis, and business strategy. The Product Manager (Farmers Insurance Solutions) plays a key role in shaping the product roadmap, pricing strategy, and revenue performance, ensuring that every solution we offer is market-competitive, financially sound, and member-focused.
POSITION SCOPE
- Develop and manage an integrated product suite of Farmers Insurance Solutions products.
- Direct responsibility for product P&L across both lending and deposit platforms.
- Strategic accountability for agency-specific financial needs assessment and solution development.
- Budget authority of approved budget allocations for product development, implementation, and support resources for Farmers Insurance Solutions products.
KEY RESPONSIBILITIES
- Own the full P&L for assigned Farmers Insurance Solutions products, ensuring financial targets are met or exceeded.
- Develop and refine product strategies based on market research, member needs, competitive analysis, and business goals.
- Establish loan and deposit pricing matrices reflecting relationship depth and total product utilization.
- Build and execute go-to-market plans, including product launches, pricing strategies, and marketing support in collaboration with cross-functional teams.
- Continuously monitor product performance, identify improvement opportunities, and recommend optimizations to maximize growth, retention, and profitability.
- Develop proprietary agency performance benchmarks for lending and deposit solution optimization.
- Lead internal working groups and cross-functional initiatives related to product innovation, expansion, or repositioning.
- Serve as the primary subject matter expert for Farmers Insurance Solutions across internal and external stakeholders.
- Ensure compliance with regulatory, financial, and partner requirements.
PERFORMANCE ATTRIBUTES
· Strategic thinking with ability to translate industry-specific needs into viable financial products.
· Strong business acumen and ownership mindset, with direct experience managing product-level financials (revenue, margins, pricing models).
· Strong analytical skills with direct experience in profitability analysis and financial modeling.
· Deep understanding of financial services, insurance solutions, or related industries.
· Strategic thinking ability, paired with tactical execution and attention to detail.
· Excellent communication skills — able to translate complex ideas into clear, actionable strategies.
· A collaborative spirit, with the ability to influence and lead across teams without direct authority.
PREFERRED QUALIFICATIONS
· Bachelor’s degree in Business, Finance, Marketing, or a related field; MBA preferred.
· Five or more years of experience in product management, financial services, or insurance-related industries.
· Track record of managing products with meaningful P&L accountability.
WHY JOIN US?
At Farmers Insurance Federal Credit Union, you’ll be part of a team that’s reshaping how financial solutions support our members’ financial well-being. We value innovation, collaboration, and results — and we’re looking for a Product Manager who’s ready to help us raise the bar.
FSO, Business Consulting Financial Product Subledger Offering, Senior
Posted 4 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
We are currently seeking highly motivated senior functional consultants to support financial product subledger builds and implementations at financial institutions. This individual would also help support various internal and account-driven business development activities related to financial products, finance data and finance technology. The ideal candidate has financial product accounting, reporting and/or data experience within banking, insurance or asset management.
Responsibilities
+ Support project workstream(s) within multi-faceted financial product subledger build or implementation projects at large financial services institutions including business rules and finance reporting (including SEC, Regulatory, and Management reporting)
+ Demonstrate functional and technical capabilities across financial products, including accounting, reporting and data including:
+ Drafting and maintaining business requirement documents (BRDs) for financial product accounting events
+ Modeling of financial instrument lifecycles to verify system generated calculations of accounting events
+ Drafting and maintaining reporting requirements across SEC, Regulatory, and management reporting for financial products
+ Assisting clients with the configuration and maintenance of chart of accounts, accounting methods, elections, and posting rules for their investment portfolios
+ Conducting accounting reconciliations between clients' legacy systems and new systems
+ Working with software vendor subject matter experts to gain a working knowledge of the software product business logic and data architecture
+ Development of system test strategy, cases, and execution plan
+ Participation in unit, functional, and user-acceptance test phases
+ Configuring / developing dashboards and finance reports into Business Intelligence Tools
+ Producing ad hoc queries and reports to assist in business analysis and project execution
+ Training system end users on functionality and reporting capabilities
+ Providing post- "go-live" support to system end users
+ Assisting project managers in developing schedules and budgets for workstreams
+ Deliver high-quality client solutions/work products that meet and exceed client expectations and are delivered on-time and within agreed to budget.
+ Support service delivery including but not limited to defining project approach, leading and motivating project work streams, monitoring and managing project risks, managing stakeholders, and successfully delivering client solutions.
Qualifications:
_Relevant experience:_
+ At least 2 years of professional work experience at a financial services company (bank, insurance or asset management company) or comparable experience working as an advisor to a financial services company.
+ Experience and understanding of financial product investment accounting
+ Experience working with or implementing accounting/finance information systems
+ Experience working with cross functional teams and large-scale projects
_Core skills:_
+ Documenting skills including business requirements and processes (e.g., process flows) across the financial product lifecycle, software user guides and procedures, and data requirements
+ Proficient in interpreting and applying US GAAP or Statutory investment accounting principles
+ High proficiency with Microsoft Excel; experience working with complex spreadsheet-based financial models
+ Familiarity with software testing concepts
+ Working collaboratively in a team environment
+ Excellent oral and written communication skills
+ Strong analytical and problem-solving skills
+ Willingness to travel
Education
+ A bachelor's degree in Accounting, Finance, Business, Computer Science, Information Systems or related field of study
+ CPA or CFA certification preferred
+ Technical/vendor certifications a plus
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,300 to $76,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 115,500 to 200,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
FSO, Business Consulting Financial Product Subledger Offering, Senior
Posted 5 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
We are currently seeking highly motivated senior functional consultants to support financial product subledger builds and implementations at financial institutions. This individual would also help support various internal and account-driven business development activities related to financial products, finance data and finance technology. The ideal candidate has financial product accounting, reporting and/or data experience within banking, insurance or asset management.
Responsibilities
+ Support project workstream(s) within multi-faceted financial product subledger build or implementation projects at large financial services institutions including business rules and finance reporting (including SEC, Regulatory, and Management reporting)
+ Demonstrate functional and technical capabilities across financial products, including accounting, reporting and data including:
+ Drafting and maintaining business requirement documents (BRDs) for financial product accounting events
+ Modeling of financial instrument lifecycles to verify system generated calculations of accounting events
+ Drafting and maintaining reporting requirements across SEC, Regulatory, and management reporting for financial products
+ Assisting clients with the configuration and maintenance of chart of accounts, accounting methods, elections, and posting rules for their investment portfolios
+ Conducting accounting reconciliations between clients' legacy systems and new systems
+ Working with software vendor subject matter experts to gain a working knowledge of the software product business logic and data architecture
+ Development of system test strategy, cases, and execution plan
+ Participation in unit, functional, and user-acceptance test phases
+ Configuring / developing dashboards and finance reports into Business Intelligence Tools
+ Producing ad hoc queries and reports to assist in business analysis and project execution
+ Training system end users on functionality and reporting capabilities
+ Providing post- "go-live" support to system end users
+ Assisting project managers in developing schedules and budgets for workstreams
+ Deliver high-quality client solutions/work products that meet and exceed client expectations and are delivered on-time and within agreed to budget.
+ Support service delivery including but not limited to defining project approach, leading and motivating project work streams, monitoring and managing project risks, managing stakeholders, and successfully delivering client solutions.
Qualifications:
_Relevant experience:_
+ At least 2 years of professional work experience at a financial services company (bank, insurance or asset management company) or comparable experience working as an advisor to a financial services company.
+ Experience and understanding of financial product investment accounting
+ Experience working with or implementing accounting/finance information systems
+ Experience working with cross functional teams and large-scale projects
_Core skills:_
+ Documenting skills including business requirements and processes (e.g., process flows) across the financial product lifecycle, software user guides and procedures, and data requirements
+ Proficient in interpreting and applying US GAAP or Statutory investment accounting principles
+ High proficiency with Microsoft Excel; experience working with complex spreadsheet-based financial models
+ Familiarity with software testing concepts
+ Working collaboratively in a team environment
+ Excellent oral and written communication skills
+ Strong analytical and problem-solving skills
+ Willingness to travel
Education
+ A bachelor's degree in Accounting, Finance, Business, Computer Science, Information Systems or related field of study
+ CPA or CFA certification preferred
+ Technical/vendor certifications a plus
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,300 to $76,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 115,500 to 200,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Financial Education Product Manager
Posted today
Job Viewed
Job Description
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
Visa understands that operating a successful company includes driving business growth, strong shareholder returns and financial inclusion benefiting global economies. We strive to make a positive and transformative impact on the world, based on the belief that we can do well and do good. The Social Impact and Sustainability team executes on this belief every day, connecting our shared humanity, planet and communities within and outside of Visa. We seek to place Visa at the forefront of powering the future of commerce for everyone through inclusive financial products, sustainable solutions and corporate citizenship. Our team focuses on leveraging Visa's assets, business model and global scale to drive commercial growth and equitable sustainable economic growth, with a focus on communities at risk of being left behind. We prioritize building purpose driven partnerships with societal and business benefit to achieve three key outcomes:
- Support the financial success of small and micro businesses, women and underserved communities to expand economic prosperity for individuals and households
- Drive sustainable commerce and support the transition to a low-carbon global economy
- Ensure Visa acts as a responsible corporate citizen in the countries in which we operate and do business
The FinEd Technical PM will be responsible for the full product lifecycle, from early-stage problem discovery and concept development to managing releases, QA and post-launch maintenance. They will guide the FinEd team on how best to prioritize product features relative to client and end-user needs and oversee technical project management for effectively collaborating with the Visa Tech team on product development. A strong technical background and excellent communication skills are essential for effectively synchronizing business and technical teams. The candidate will need to be comfortable toggling between strategy, project management and technical ideation with a proactive orientation to problem solving and bias for moving quickly to implementation in a start-up like environment.
This role reports to the Head of Financial Education.
Essential Functions
- Deliver and manage high-quality product solutions that improve or enhance our current digital product offerings as well as internal operations and workflows
- Maintain and improve existing products by monitoring usage and operational data, and incorporating feedback from regional and sales teams, clients and end-users
- Develop and deliver upon product roadmaps, ensuring appropriate prioritization
- Provide guidance on product architecture, UX design, and backend/frontend development, ensuring user-centric and engaging learning experiences
- Advise FinEd team on appropriate technology stacks, frameworks, and tools to enhance product performance, accessibility, and adaptability for global audiences
- Stay abreast of trends in digital financial education, educational games and other digital education tools to inform our portfolio evolution
- Communicate effectively across different multi-functional groups and management levels with varying levels of technical expertise
- Identify digital solutions to streamline internal team operations
- Serve as primary point of contact for all internal and external technical counterparts and the FinEd technical subject matter expert for Visa clients, partners and internal teams
- Advise clients on unique or customized digital FinEd solutions and integrations, and support client implementation as needed
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications
•5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD
•Experience working in technical project management software such as Jira Align and Standard Jira and translating business priorities into technical requirements
Preferred Qualifications
•6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
•5-8 years professional experience in technical product management, preferably for an educational product, managing complex technical products from ideation to launch and beyond
•Ideally bilingual in Spanish, French or Arabic
•Demonstrated success in developing and executing product strategy leveraging client and end-user insights, market research and industry best practices in digital educational content delivery
•Proven ability to develop product prototypes to explore and validate early ideas with strong UX intuition and attention to detail
•Familiarity with Agile development, able to lead iterative product delivery cycles in a cross-functional environment
•High proficiency in project management and experience managing multiple workstreams and stakeholders while influencing without authority
•Excellent written and verbal communication skills with the ability to distill complex information into a clear and compelling format in PowerPoint
•Strong analytical and problem-solving skills with demonstrated intellectual & analytical rigor
•Disciplined self-starter and results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently
•A team player and collaborator, able to work well with diverse global stakeholders in a matrixed environment, ranging from junior to executive level
•Advanced level of Excel, Word, Outlook and PowerPoint required
•Exceptional personal accountability and the highest ethical standards
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel 5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 112,500.00 to 163,050.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
Sr Financial Analyst - Product Finance
Posted 2 days ago
Job Viewed
Job Description
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.
What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrows health today, we want to hear from you.
The CoverMyMeds Financial Planning & Analysis team is looking for a Sr Financial Analyst to join our Product FP&A team. In this role, youll provide financial analysis to assist management in making decisions regarding strategic planning and profitability for CMMs Access products (including PA+, and HubExpress). This position will support Ad hoc reporting, forecasting, budgeting, long range planning, variance analysis, and other finance-related projects. Youll partner with network operations, analytics and pricing teams throughout the organization to provide financial reporting and ad hoc analysis. In addition, you will provide information to consolidations FP&A for segment reporting deliverables - including monthly results and variance analysis.
We seek an inquisitive, high-integrity professional who enjoys problem-solving and partnering with cross-functional product teams to drive long-term growth for the segment.
* Our preferred candidate must reside in the Columbus, OH area to support a hybrid work scenario.
Key Responsibilities
Your daily responsibilities may change depending upon business needs, but you can expect the following:
Financial Planning & Analysis
- Product-level planning and reporting activities, including reporting monthly results and completing monthly rolling forecasts, annual budget planning, and strategic long-range planning
- Report key drivers of revenue for the Access portfolio, including organic growth, new sales, attrition/terminations, and price/volume impacts
- Conduct variance analyses to understand differences between actual, forecasted, and budgeted results from large sets of data
- Identify trends or issues requiring attention and communicate them effectively to appropriate stakeholders
- QA, maintain, or develop forecast assumptions within forecasting system
- Drive efficiencies in financial reporting through use of automated tools and full utilization of capabilities in new SAC financial planning system.
- Work on special projects as requested.
- Collaborate with the Pricing team to maintain, evaluate, and interpret product profitability models to support customer pricing strategies
- Partner with Network Operations to develop volume forecasts informed by marketing initiatives and contractual agreements
- Build and maintain strong cross-functional relationships with leaders across product, commercial, and other teams to ensure financial planning aligns with strategic business goals
- Work closely with the Analytics team to manage dynamic forecasting processes and drive continuous improvements in forecasting accuracy and methodology
- Bachelors degree in Finance, Accounting, Economics, or Business Administration or equivalent (advanced degree is a plus) and 7+ years of experience in Financial Planning & Analysis or equivalent Finance roles, preferably in the healthcare industry, either healthcare IT, Pharmacy, and/or Pharma
- The ideal candidate is self-motivated, has strong communication and analytical skills, and has extensive finance expertise
- Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment
- ERP and Planning tool experience: (NetSuite, and SAC): Willingness to learn and improve upon data reporting and summarization
- Ethical Behavior : Demonstrates a strong understanding of ethical practices and ensures own behavior and that of others aligns with organizational values
- Relationship Building : Establishes and maintains positive working relationships with internal and external stakeholders to achieve organizational goals
- Effective Communication : Communicates clearly and effectively through speaking, listening, and writing, using appropriate tools and techniques
- Teamwork : Demonstrates a track record of building and managing high-performing finance teams, working cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
- Organization : Sets priorities, develops work schedules, monitors progress towards goals, and effectively tracks details, data, information, and activities
- Planning : Determines strategies to move the organization forward, sets goals, creates and implements action plans, and evaluates the process and results
- Problem Solving : Assesses problem situations, identifies causes, gathers and processes relevant information, generates possible solutions, and makes recommendations to resolve problems
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.
Our Base Pay Range for this position
$95,300 - $158,800
McKesson is an Equal Opportunity Employer
McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKessons full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.
Join us at McKesson!
#J-18808-Ljbffr
Sr Financial Analyst - Product Finance
Posted today
Job Viewed
Job Description
1 day ago Be among the first 25 applicants
MCKESSON has partnered with iHire to reach top talent for their opening below. Check it out and apply via iHireFinance today!
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve we care.
What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrows health today, we want to hear from you.
The CoverMyMeds Financial Planning & Analysis team is looking for a Sr Financial Analyst to join our Product FP&A team. In this role, youll provide financial analysis to assist management in making decisions regarding strategic planning and profitability for CMMs Access products (including PA+, and HubExpress). This position will support Ad hoc reporting, forecasting, budgeting, long range planning, variance analysis, and other finance-related projects. Youll partner with network operations, analytics and pricing teams throughout the organization to provide financial reporting and ad hoc analysis. In addition, you will provide information to consolidations FP&A for segment reporting deliverables including monthly results and variance analysis.
We seek an inquisitive, high-integrity professional who enjoys problem-solving and partnering with cross-functional product teams to drive long-term growth for the segment.
- Our preferred candidate must reside in either Columbus, OH or Dallas, TX to support a hybrid work scenario.
Your daily responsibilities may change depending upon business needs, but you can expect the following:
Financial Planning & Analysis
- Product-level planning and reporting activities, including reporting monthly results and completing monthly rolling forecasts, annual budget planning, and strategic long-range planning
- Report key drivers of revenue for the Access portfolio, including organic growth, new sales, attrition/terminations, and price/volume impacts
- Conduct variance analyses to understand differences between actual, forecasted, and budgeted results from large sets of data
- Identify trends or issues requiring attention and communicate them effectively to appropriate stakeholders
- QA, maintain, or develop forecast assumptions within forecasting system
- Drive efficiencies in financial reporting through use of automated tools and full utilization of capabilities in new SAC financial planning system.
- Work on special projects as requested.
- Collaborate with the Pricing team to maintain, evaluate, and interpret product profitability models to support customer pricing strategies
- Partner with Network Operations to develop volume forecasts informed by marketing initiatives and contractual agreements
- Build and maintain strong cross-functional relationships with leaders across product, commercial, and other teams to ensure financial planning aligns with strategic business goals
- Work closely with the Analytics team to manage dynamic forecasting processes and drive continuous improvements in forecasting accuracy and methodology
- Bachelors degree in Finance, Accounting, Economics, or Business Administration or equivalent (advanced degree is a plus) and 7+ years of experience in Financial Planning & Analysis or equivalent Finance roles, preferably in the healthcare industry, either healthcare IT, Pharmacy, and/or Pharma
- The ideal candidate is self-motivated, has strong communication and analytical skills, and has extensive finance expertise
- Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment
- ERP and Planning tool experience: (NetSuite, and SAC): Willingness to learn and improve upon data reporting and summarization
- Ethical Behavior : Demonstrates a strong understanding of ethical practices and ensures own behavior and that of others aligns with organizational values
- Relationship Building : Establishes and maintains positive working relationships with internal and external stakeholders to achieve organizational goals
- Effective Communication : Communicates clearly and effectively through speaking, listening, and writing, using appropriate tools and techniques
- Teamwork : Demonstrates a track record of building and managing high-performing finance teams, working cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
- Organization : Sets priorities, develops work schedules, monitors progress towards goals, and effectively tracks details, data, information, and activities
- Planning : Determines strategies to move the organization forward, sets goals, creates and implements action plans, and evaluates the process and results
- Problem Solving : Assesses problem situations, identifies causes, gathers and processes relevant information, generates possible solutions, and makes recommendations to resolve problems
Our Base Pay Range for this position
$95,300 - $58,800
McKesson is an Equal Opportunity Employer
McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKessons full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.
Join us at McKesson!
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance, Accounting/Auditing, and Strategy/Planning
- Industries Financial Services and Investment Management
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#J-18808-LjbffrSenior Business Financial Control Product Associate
Posted 4 days ago
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Join to apply for the Senior Business Financial Control Product Associate role at Veracity Software Inc
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Full Time
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.
Onsite
New York, NY
Full Time
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.
Responsibilities
- Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
- Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
- Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
- Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
- Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
- Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
- Minimum 2 years of banking or financial industry experience, with a focus on product control or financial control
- Strong balance sheet and general ledger knowledge is essential
- Advanced Excel skills, particularly in managing complex spreadsheets and financial data
- Strong analytical and problem-solving skills with an ability to work both independently and in collaboration with cross-functional teams
- Ability to work effectively in a fast-paced, dynamic environment, particularly during quarter-end periods when additional hours, including Saturdays, may be required
- Inquisitive and proactive mindset; the candidate must be comfortable asking questions and working collaboratively with teams to resolve issues
- Strong communication skills with the ability to liaise with internal teams such as Capital Accounting Policy, Operations, and the Trading Desk
- Attention to detail and the ability to manage work independently without excessive supervision
- Experience with Oracle/eLedger queries and general ledger postings (preferred but not required; training will be provided if necessary).
- Experience in process improvement or operational excellence (OPEX) initiatives
- Previous experience working with mortgages or securitized products (ABS, RMBS)
- Analytical Thinking
- Attention to Detail
- Financial Accounting
- Financial Management
- Reporting
- Business Analytics
- Data Quality Management
- Financial Processing
- Price Verification and Valuation
- Scenario Planning and Analysis
- Business Acumen
- Critical Thinking
- Influence
- Prioritization
- Problem Solving
Full Name:
Degree Major with University and Completion year:?
Total experience as Senior Business Financial Control Product Associate ?
2 years of banking or financial industry experience, with a focus on product control or financial control
Experience Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies?
Motivation / Reason for Relocation (if not local):
Motivation / Reason for interest in this position?
Contact Number
E mail Id:
LinkedIn Id
Full Address (Street, City, States, Zip Code)
Notice period: (in weeks):
Current work authorization status (US Citizen, Green Card, etc.)
Expected Salary?
Are you ready to relocate on your own expenses and work at New York, NY Onsite 5 Days a week ? Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
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Senior Business Financial Control Product Associate
Posted 10 days ago
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Job Description
Onsite New York, NY Full Time
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product.
FINANCIAL APPLICATIONS PRODUCT MANAGER - REMOTE WITHIN CALIFORNIA
Posted 1 day ago
Job Viewed
Job Description
Location Oakland
Full/Part Time Full Time
Add to Favorite Jobs Email this Job Job Posting
For UCOP internal applicants, please login to the internal candidate gateway at: Jobs at UCOP
UC OFFICE OF THE PRESIDENT
At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.
The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the President
Department Overview
The UC Information Technology (UC IT) department is a security-first, innovation-driven organization committed to delivering high-impact digital services. Through collaboration with partners, we serve as the digital impact engine for UC driving efficiency, enhancing experiences, and advancing the UC's mission. We foster an inclusive and supportive work environment, empowering our teams to develop forward-thinking solutions that shape the future of digital services across UC.
Position Summary
The Product Manager - Financial & Budget Systems is responsible for the business relationships, product strategy and technology roadmap for systemwide financial and budget applications. This role collaborates closely with finance, budget, and IT stakeholders to ensure business needs are met while driving innovation, automation, and operational efficiency in financial and budgetary processes. The Product Manager leads roadmap development, identifies functional business requirements, and collaborates with cross-functional teams to enhance financial and budgetary operations. The role requires expertise in financial administration, particularly within the financial technology sector.
Key Responsibilities
35% Product Strategy & Roadmap: Define and maintain the technology strategy and roadmap for financial and budget systems including Oracle Financials (ERP, FCCS, EPBCS, ARCS, EDMCS). Align system capabilities with business goals, compliance requirements, and industry best practices. Lead the modernization of legacy financial and budget applications, adopting cloud-based and SaaS solutions. Collaborate with IT, Finance, and Budget leadership to drive continuous process improvements and automation.
25% Stakeholder Engagement & Requirements Gathering: Act as a liaison between Finance, Budget, IT, Procurement, and Accounting teams to gather and document functional business requirements. Prioritize initiatives based on business impact, operational efficiency, and compliance needs. Advocate for finance and budget users, ensuring seamless user experiences and optimal system performance. Work closely with IT architects and developers to define technical requirements and solution designs. Collaborate with campus locations, systemwide budget offices, and UCOP finance teams to ensure alignment with UC system-wide financial and budget policies.
20% Project & Change Management: Lead end-to-end implementation projects for budgeting, forecasting, and financial planning solutions. Oversee change management efforts, including stakeholder training and communication. Ensure project milestones and deliverables are met by coordinating with internal and external teams. Work with third-party vendors and supplier Oracle to implement best-in-class solutions.
10% Financial & Budget Systems Support: Define and maintain roadmap for the ongoing maintenance, enhancement, and support of finance and budget systems including Oracle Financials, Oracle Budgeting & Planning (EPBCS). Provide support to engineering teams for troubleshooting financial and budgetary data discrepancies. Ensure compliance with UC system-wide financial and budget policies and regulations. Identify opportunities to automate financial and budget processes, improve forecasting accuracy, and optimize cost allocations.
10% Documentation & Reporting: Maintain product documentation, user guides, and business process workflows for financial and budget applications. Generate reports on system performance, adoption, and user feedback. Provide periodic updates to executive leadership on budget system enhancements and financial technology initiatives.
Experience
Required Qualifications
- Min 10 years of relevant experience, inclusive of at least 5 years of experience as a Product Manager, Senior Business Analyst, or similar role focused on financial and budget applications.
Skills and Abilities
Required Qualifications
- Experience providing product management support for finance management technology including cloud-based financial applications and financial/budget data integration.
- Familiarity with financial audit requirements for enterprise systems.
- Experience leading financial and budget system implementations, upgrades, and process automation projects.
- Proven ability to work with cross-functional teams, including finance, budget, IT, and executive leadership.
- Knowledge of budgeting methodologies, financial forecasting, and cost allocation strategies.
- Strong analytical skills with the ability to translate business requirements into technical solutions.
- Excellent verbal and written communication skills.
Preferred Qualifications
- Experience as product manager for solutions which include Oracle Financials (ERP, FCCS, EPBCS, ARCS, EDMCS).
- Experience working in higher education or large enterprise environments.
- Knowledge of Agile/Scrum methodologies, ITIL, and Lean Six Sigma.
- Familiarity with higher education budget processes, systemwide budget systems, and financial reporting frameworks.
Education
Required Qualifications
- Bachelor's degree in Finance, IT, or related area and / or equivalent experience / training.
Preferred Qualifications
- Master's degree in Finance, Business Administration, IT, or a related field.
Licenses and Certifications
Preferred Qualifications
- Oracle ERP and Budgeting certifications (or relevant Oracle Cloud certifications).
Job Title
Product Development Manager 1
Job Code
005945
Salary Grade
Grade 26
Payscale:
$175,000 - $95,000
Full Salary Range:
124,700 - 240,900
The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.
Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging
ADDITIONAL INFORMATION
HOW TO APPLY
Please be prepared to attach a cover letter and resume with your application.
APPLICATION REVIEW DATE
The first review date for this job is(9/3/2025). The position will be open until filled.
CONDITIONS OF EMPLOYMENT
Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP
Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy
As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.
As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal with a previous employer.
- "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer.
- UC Sexual Violence and Sexual Harassment Policy
- UC Anti-Discrimination Policy for Employees, Students and Third Parties
- APM - 035: Affirmative Action and Nondiscrimination in Employment
EEO STATEMENT
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibilityor email the Human Resource Department at:
#J-18808-LjbffrFINANCIAL APPLICATIONS PRODUCT MANAGER - REMOTE WITHIN CALIFORNIA
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the FINANCIAL APPLICATIONS PRODUCT MANAGER - REMOTE WITHIN CALIFORNIA role at TieTalent
FINANCIAL APPLICATIONS PRODUCT MANAGER - REMOTE WITHIN CALIFORNIA1 day ago Be among the first 25 applicants
Join to apply for the FINANCIAL APPLICATIONS PRODUCT MANAGER - REMOTE WITHIN CALIFORNIA role at TieTalent
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Location: Oakland
Job ID: 80249
Job Posting
For UCOP internal applicants, please login to the internal candidate gateway at: Jobs at UCOP
UC OFFICE OF THE PRESIDENT
At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.
The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the President
Department Overview
The UC Information Technology (UC IT) department is a security-first, innovation-driven organization committed to delivering high-impact digital services. Through collaboration with partners, we serve as the digital impact engine for UC driving efficiency, enhancing experiences, and advancing the UC's mission. We foster an inclusive and supportive work environment, empowering our teams to develop forward-thinking solutions that shape the future of digital services across UC.
Position Summary
The Product Manager - Financial & Budget Systems is responsible for the business relationships, product strategy and technology roadmap for systemwide financial and budget applications. This role collaborates closely with finance, budget, and IT stakeholders to ensure business needs are met while driving innovation, automation, and operational efficiency in financial and budgetary processes. The Product Manager leads roadmap development, identifies functional business requirements, and collaborates with cross-functional teams to enhance financial and budgetary operations. The role requires expertise in financial administration, particularly within the financial technology sector.
Key Responsibilities
35% Product Strategy & Roadmap: Define and maintain the technology strategy and roadmap for financial and budget systems including Oracle Financials (ERP, FCCS, EPBCS, ARCS, EDMCS). Align system capabilities with business goals, compliance requirements, and industry best practices. Lead the modernization of legacy financial and budget applications, adopting cloud-based and SaaS solutions. Collaborate with IT, Finance, and Budget leadership to drive continuous process improvements and automation.
25% Stakeholder Engagement & Requirements Gathering: Act as a liaison between Finance, Budget, IT, Procurement, and Accounting teams to gather and document functional business requirements. Prioritize initiatives based on business impact, operational efficiency, and compliance needs. Advocate for finance and budget users, ensuring seamless user experiences and optimal system performance. Work closely with IT architects and developers to define technical requirements and solution designs. Collaborate with campus locations, systemwide budget offices, and UCOP finance teams to ensure alignment with UC system-wide financial and budget policies.
20% Project & Change Management: Lead end-to-end implementation projects for budgeting, forecasting, and financial planning solutions. Oversee change management efforts, including stakeholder training and communication. Ensure project milestones and deliverables are met by coordinating with internal and external teams. Work with third-party vendors and supplier Oracle to implement best-in-class solutions.
10% Financial & Budget Systems Support: Define and maintain roadmap for the ongoing maintenance, enhancement, and support of finance and budget systems including Oracle Financials, Oracle Budgeting & Planning (EPBCS). Provide support to engineering teams for troubleshooting financial and budgetary data discrepancies. Ensure compliance with UC system-wide financial and budget policies and regulations. Identify opportunities to automate financial and budget processes, improve forecasting accuracy, and optimize cost allocations.
10% Documentation & Reporting: Maintain product documentation, user guides, and business process workflows for financial and budget applications. Generate reports on system performance, adoption, and user feedback. Provide periodic updates to executive leadership on budget system enhancements and financial technology initiatives.
Experience
Required Qualifications
Min 10 years of relevant experience, inclusive of at least 5 years of experience as a Product Manager, Senior Business Analyst, or similar role focused on financial and budget applications.
Skills And Abilities
Required Qualifications
Experience providing product management support for finance management technology including cloud-based financial applications and financial/budget data integration.
Familiarity with financial audit requirements for enterprise systems.
Experience leading financial and budget system implementations, upgrades, and process automation projects.
Proven ability to work with cross-functional teams, including finance, budget, IT, and executive leadership.
Knowledge of budgeting methodologies, financial forecasting, and cost allocation strategies.
Strong analytical skills with the ability to translate business requirements into technical solutions.
Excellent verbal and written communication skills.
Preferred Qualifications
Experience as product manager for solutions which include Oracle Financials (ERP, FCCS, EPBCS, ARCS, EDMCS).
Experience working in higher education or large enterprise environments.
Knowledge of Agile/Scrum methodologies, ITIL, and Lean Six Sigma.
Familiarity with higher education budget processes, systemwide budget systems, and financial reporting frameworks.
Education
Required Qualifications
Bachelor's degree in Finance, IT, or related area and / or equivalent experience / training.
Preferred Qualifications
Master's degree in Finance, Business Administration, IT, or a related field.
Licenses and Certifications
Preferred Qualifications
Oracle ERP and Budgeting certifications (or relevant Oracle Cloud certifications).
Job Title
Product Development Manager 1
Job Code
005945
Salary Grade
Grade 26
Payscale:
$175,000 - $95,000
Full Salary Range:
124,700 - 240,900
The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.
Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging
Additional Information
HOW TO APPLY
Please be prepared to attach a cover letter and resume with your application.
APPLICATION REVIEW DATE
The first review date for this job is (9/3/2025). The position will be open until filled.
CONDITIONS OF EMPLOYMENT
Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP
Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy
As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.
As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal with a previous employer.
"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer.
UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy for Employees, Students and Third Parties
APM - 035: Affirmative Action and Nondiscrimination in Employment
EEO STATEMENT
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Product Management and Marketing
- Industries Technology, Information and Internet
Referrals increase your chances of interviewing at TieTalent by 2x
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