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3+ years of experience in strategic finance, corporate FP&A. Investment banking, management consulting and private equity experience are a plus. The Senior Strategic Finance Associate position will report to the Strategic Finance Lead.
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Additionally, the CSM will coordinate with the Account Manager (Sales) by creating and sharing roadmaps on customers' functional use of NetSuite and contributing to long-term strategic planning.
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The Customer Success Manager (CSM) will be responsible for driving adoption of the system and increasing the perceived value of our customers' NetSuite investment by providing functional advice and strategic guidance to his/her customer portfolio.
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Support the production, maintenance, and development of models and processes performed for the financial planning, analysis, and forecasting of Earnest LLC and Navient Corporation. Responsible for maintaining 5-year strategic plan forecast, and annual budget alongside current-year monthly forecast for the Earnest business unit.
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Support reporting and analysis needs to highlight operational performance and measure alignment with strategic objectives. Work closely with other Finance staff as well as General Managers, Marketing team, and Operations team to develop budgets and forecasts and maintain those forecasts.
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As a Customer Success Manager (CSM), you will join a collaborative team of business process and industry experts, driven to develop and present strategic guidance and advice to our existing customers on the most effective use of NetSuite.
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The CSM's goal is to act as the Strategic Advisor to their customers by having a deep understanding not only of NetSuite functionality but also of each customer's business needs and objectives.
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Experience and/or knowledge of the lending industry, amortization tables, loan loss models, securitization structures, warehouse financing facilities and risk-based pricing. Private student loans - low rates, people-first service, and flexible payments.
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This includes return on investment (ROI) and Lifetime Value (LTV) of various marketing channels and campaigns, calculation of Cost per Acquisition (CPA), and spend forecast based on different scenarios.
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Build long-term strategic relationships with key stakeholders of the small and medium-sized businesses in your portfolio, and develop a deep understanding of your customers' business processes, goals, and strategies.
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Experience building dynamic financial models and experience working with large data sets to disseminate trend analysis for forecasting / manipulating data to tell a story with supporting evidence. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission.
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We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. Earnest takes a market-based approach, categorizing U.S. locations into one of five zones based on a cost of labor index for that geographic area.
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Mac computers + work from home stipend to set up your home office. Serve as departmental CFO to conduct monthly reviews with Marketing and Operations group leaders to bring financial insights. High proficiency with Excel, Google Sheets, PowerPoint, and Financial ERP systems.
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Concentrate on marketing drivers including channel efficiency, funnel conversion, and campaign performance to identify opportunities for more efficient spending. Earnies are committed to helping students live their best lives, free from the stress of student debt.
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Humility - Humble team players check their egos and consider the team's needs above their own. Drivers - Drivers are satisfied by making things happen, not coming along for the ride. Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status disability or genetics.
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strategic planning jobs Title: general Company: Dentalone Partners
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