Financial Consultant
Capital District Physicians' Health Plan
Job Description: Summary: The Finance Data Management Team is responsible for supporting the Finance division in several main capacities: management of the Workday Foundation Data Model and Workday Finance Business Processes, administration and development of Workday Accounting Center, administration of Workday Adaptive Planning, maintenance of Workday Finance configurations, and data management in support of reporting, integrations, audits and compliance. This role provides maintenance and administration of finance specific applications, data and business processes which provide support across the Finance division. A Financial Data Consultant collaborates cross-functionally throughout the organization to ensure the quality and timeliness of our financial transactions, reporting and analysis. Essential Accountabilities: Level I Participates in administration and configuration across all finance technologies supported by the Finance Data Management team which include but are not limited to: Workday Accounting Center and Prism solutions, Workday Adaptive Planning, and Workday Financials. Supports and tests the configuration and deployment of new projects & enhancements for supported functions, Workday Foundation Data Model, Financial reporting and finance related business processes. Combines business and technology knowledge to redesign and optimize activities in a process(es) and translate business requirements into technology solutions. Acts as a consultant to Finance division to leverage our technology investment to improve process, quality and timeliness of our financial accounting, reporting and analysis. Maintains various accounting translation tables/rules to support new products, other business needs, regulatory requirements, etc. Identifies data issues and recommends mitigation solution(s). Responsible for small-to-medium feature and code development; analyzes, researches, and resolves system issues. Remains informed about changes to policies and processes, especially as they relate to shifts that impact end-user processes, business operations, and current/future functionality. Works on financial report development and enhancements, including but not limited to Office Connect. Maintains proficiency with system features, functionality, and related skills necessary to manage and support Finance data management, applications, and business processes. Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies' mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs. Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures. Regular and reliable attendance is expected and required. Performs other functions as assigned by management. Level II (in addition to Level I Accountabilities) Identifies and implements improvements leveraging technology and the implementation of new features focused on automation to improve accuracy, reliability, and timeliness of financial transactions, reporting and analysis. Develops technical expertise in the Workday reporting and analytics framework to support financial reporting and analysis. Gathers business requirements and provide conceptual design to meet business needs, manage configurations in Workday, test and support the rollout of proposed solution. Responsible for complex solutions development, system design, and development with broad impacts to a portfolio of applications and/or systems across Finance. Develops strategies to mitigate risk and translates those strategies into specific action plans. Acts as a Subject Matter Expert across technology discipline and/or a business discipline. Provides leadership in determining technology and data impact(s) resulting from Strategic projects, compliance/regulatory mandates and business growth initiatives. Provides direction to ADT on technical requirements for interface development. Acts as backup for similar Workday functional roles in other administrative divisions (e.g., HR, Supply Chain, etc.). Level III (in addition to Level II Accountabilities) Acts as a domain expert in one or more supported functions/applications: Workday Accounting Center, Workday Adaptive Planning, Workday Foundational Data Model and/or Workday Financials. Provides analysis of complex source system data required for transactions to enable the establishment of accounting rules to support the completeness and accuracy of financial statements. Identify inefficient technical or business processes and recommend improvements through strategic or standardized technologies. Provides advanced level of thought leadership in one or more of the following disciplines (Business, Integration, Data, Technology, Process Improvement). Researches and identifies areas of innovation with the intent to advance Finance technical/business capabilities through the effective use of technology or process. Mentors' members of the team. Minimum Qualifications: All Levels Four (4) years of direct experience with finance systems and accounting. Bachelor's degree in accounting, finance or related field. Working knowledge of an Enterprise Resource Planning (ERP) application and/or Budgeting platform preferred, Workday and Adaptive Planning strongly preferred. Demonstrated knowledge of finance and accounting acumen, and specialized skill in the maintenance and administration of the finance specific applications. Strong data analytical skill working with Finance and Healthcare preferred. Knowledge of process improvement principals. Experience with MS Excel, data analysis and formatting. Strong analytical and problem-solving skills with a focus on data-driven decision-making. Level II (in addition to Level I Qualifications) Six (6) years of direct experience with finance systems and accounting. Demonstrated competence with Workday or Adaptive Planning strongly preferred. Demonstrated competence in conditional data formatting and/or retrieval concepts. Demonstrated competence in Procure-to-Pay and Quote-to-Cash business workflows preferred. Level III (in addition to Level II Qualifications) Eight (8) years of direct experience with finance systems and accounting. Demonstrated competence with Insurance Payor terminology and financial concepts. Demonstrated competence in team leadership/technical leadership, facilitation, and project leadership. Experience in SQL, VBA or other relative programming language preferred. Experience in Microsoft Excel Power Automate preferred. Physical Requirements: Ability to work while sitting and/or standing at a workstation viewing a computer and using a keyboard, mouse and/or phone for three (3) or more hours at a time. Ability to travel across the Health Plan service region for meetings and/or trainings as needed. In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position. Equal Opportunity Employer Compensation Range(s): Level I: Grade E5: Minimum $71,880 - Maximum $129,384 Level II: Grade E6: Minimum $79,068 - Maximum $142,322 Level III: Grade E7: Minimum $87,766 - Maximum $157,978 The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position's minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Please note: There may be opportunity for remote work within all jobs posted by the CDPHP Talent Acquisition team. This decision is made on a case-by-case basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr
$26 - $43.34 per hour
...Financial Consultant page is loaded## Financial Consultantremote type: Onsite Positionlocations: Buffalo, NYtime type: Full timeposted on: Posted Todayjob requisition id: R85862# **Overview:**Conducts a needs analysis of current and potential customers under guidance...SuggestedHourly payWork experience placementWork at office- ...District Physicians Health Plan Inc. is seeking a Finance Data Consultant to maintain and administer finance-related applications, data... ...role collaborates with stakeholders to ensure timely, accurate financial transactions, reporting and analysis. The position emphasizes...Suggested
- ...Job Description The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions...SuggestedImmediate start
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...SuggestedHourly payFull timeWork experience placementDay shift- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...SuggestedWork at officeFlexible hours
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
$70k - $125k
...Allied Financial Partners (AFP) is excited to be adding another Financial Advisor to our team. At Allied Financial Partners, our Financial Advisors enjoy the benefits of a strong, reliable, values-driven organization and can focus on growing their business and mastering...Work at officeLocal area$24 per hour
...customer needs and recommend cosmetics and skin… Job Type: Full‑time Financial Advisor (Generic) Financial Advisor Job Duties: Serves as an... ...yearly Location: Remote Job Type: Full‑time Energy Solutions Consultant Are you driven by the thrill of closing deals and passionate...Hourly payFull timePart timeCasual workRemote workWork from home- ...The University at Buffalo is hiring a Financial Aid Assistant to support the administration of financial aid programs, aiding students and parents in determining eligibility for various funds. You will provide counseling and process financial aid documents, ensuring compliance...
$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours$58.44k
...Primary responsibilities include the full breadth of personal financial counseling services to military service members and their... ...may include, but are not limited to, one‑on‑one counseling, consultation with a commander or with another provider or staff, conducting...Contract workTemporary workWork experience placementWork at office$53.41k
...Title: Financial Counselor Job Type: Regular Company: Roswell Park Comprehensive Cancer Center Department: Revenue Integrity and Financial Clearance Time Type: Full time Weekly Hours: 37.5 FTE: 0.9375 Shift: First Shift (United...Full timeWork at officeShift workDay shift$75k
...We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The... ...understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial...Work at office- ...Build Wealth. Build Relationships. Build Your Future. At Alliance Financial Network, our Financial Advisors are trusted advocates—guiding clients to protect assets, build wealth, and achieve lasting financial success. With flexible tools and personalized strategies, you...Flexible hours
- ...in the Buffalo-Niagara area that are interested in a career in financial services. We want to help you grow your business and be a resource... ...plan. Practice Building programs. Overall Responsibilities Consult with clients to create needs-based solutions to help clients...
- Prudential Advisors is looking for an Experienced Financial Advisor in the Buffalo market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
- Job Overview A law firm seeks a Public Finance Associate in Buffalo, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting various transactions and managing multiple clients in a dynamic environment. Duties Assist with public finance...Local areaFlexible hours
$17.89 - $24.73 per hour
Job Overview This position is responsible for performing any of the various tasks listed, as assigned. Tasks include additional bill letters, application 74 bill adjustments, cf 6084 bill processing, cn processing, customs statements assembly and submission, duplicate ...Work at officeMonday to FridayShift work- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...Part timeImmediate start
$127.5k - $150k
...diligence related to federal tax law, securities law, and state and local tax law. Support closings and coordinate with underwriters, financial advisors, issuers, and other transaction participants. Prepare closing and post-closing documents and maintain organized...Local areaFlexible hours$100k - $300k
...is a fast-growing, independent RIA delivering sophisticated wealth management to HNW and UHNW clients. We build fully customized financial solutions grounded in rigorous research, a differentiated investment philosophy, and an unwavering fiduciary commitment to the families...Full timeRemote workFlexible hours$80k - $125k
...Together, we’re creating a legacy that goes beyond business—one that’s changing the world for the better. In this role, a Senior Financial Analyst, FP&A will support our fast‑growing U.S. sales organization, which is forecasted to grow by 35% next year. This highly visible...$62.2k - $103.6k
...program, problem loan management, early warning indicators, and other forms of credit surveillance. Review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals,...Full timeWork experience placementInterim roleWork at office$69k - $105k
Location:For Those Who Work At Home, VermontPosition Location PolicyGeneral Location: Vermont, Buffalo, NY or Albany, NY, highly preferred. Covering the Vermont portfolio.Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office...Work at officeRemote workWork from homeFlexible hours2 days per week$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
$16 - $22 per hour
...Northwest Bank in Buffalo, NY seeks a Financial Center Banker to provide consultative financial options and grow banking relationships through opening accounts and identifying customer needs. The role emphasizes exceptional service, adherence to regulatory requirements...Hourly pay$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)...Hourly payWork experience placementDay shift$25 - $26.77 per hour
...Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to understand and meet their financial needs. Follow established processes and guidelines to do what is right for clients and the bank. Manage financial center traffic,...Hourly payShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planner Buffalo, NY
- financial planning associate Buffalo, NY
- associate corporate finance Buffalo, NY
- wealth advisor Buffalo, NY
- financial consultant Buffalo, NY
- jde finance consultant Buffalo, NY
- financial advisor Buffalo, NY
- financial advisor development program Buffalo, NY
- finance associate Buffalo, NY
- financial planning administrator Buffalo, NY


