Financial Consultant
Regionalhand
Job Summary: The Consultant position is part of the Consulting team. This professional will use their analytical skills to spot weaknesses in client’s systems or processes and offer recommendations on how to fix those vulnerabilities. The primary focus of this position is on administrative efficiency, legal compliance, workflow, financial processes, and electronic medical records (EMR) support. Responsibilities: Provide onsite and/or remote services to clients Complete objectives outlined within the scope of the consulting project engagement Provide technical assistance via individual or group training as appropriate Communication of project status and/or results will be provided in writing consistent with Richter & Associates formats and content Compare and evaluate various possibilities and make recommendations for action that consider business implications. Receive documentation from clients and process information accurately according to payor billing requirements Report the status of the project to the client and manager as determined by project engagement Maintain thorough documentation of client communications on all aspects of a project Maintain client records and Richter & Associates work papers in an organized and protected manner consistent with policy and procedure Thorough communication or project expectations, including timeframes and results Educate and train on technical components and procedures to be followed Attend any mandatory meetings Stay knowledgeable in State and Federal regulations, guidelines, and best practices within the postacute industry Qualifications: Bachelors in a business subject (Business Administration or Information Systems) is preferred, but not essential. Post-acute financial management experience: Skilled Nursing, Home Health, Hospice 1-year consulting experience Experience in project management Thorough knowledge of the field of skilled nursing and willingness to keep abreast of advancements Knowledge of data analysis and research techniques Excellent organizational and coordination skills Proficient at understanding client requirements Analytical and creative A great listener with the ability to communicate with people of diverse disciplines Skills & Abilities: Computer Literate, including Microsoft Word and Excel Must write, speak, and interact clearly and professionally using the English language. Must be able to lift up to 25 pounds and handle the physical duties of the position unless a formal accommodation under ADA has been requested and approved. Must provide the highest level of customer service to clients, co-workers, and other related parties. Must be able to deal tactfully with team members, other staff, residents of client facilities, family members, visitors, government agencies, and the general public. Strong client-facing skills Able to gather and accurately document client requirements All Richter employees agree to be bound by applicable company policies, including confidentiality, security, appropriate standards of conduct, etc., which are customary and standard across most companies for compliance and the assurance of a safe and productive work environment. This offer is contingent upon the successful completion of a background check and drug screening. Further details will be provided to you soon. #J-18808-Ljbffr
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$60k - $85k
...serve as a key partner to the Marketing FP&A function, supporting financial planning, forecasting, and performance analytics across... ...: ~ Bachelor's degree ~1-3 years in financial analysis, consulting, strategic/marketing finance, or related field ~ Proficiency...SuggestedFull timeH1bWork at officeLocal area- A financial advisory firm in Solon, Ohio, is seeking a Private Wealth Advisor to join their team. This role involves engaging clients to understand their financial objectives and providing tailored advice. The ideal candidate will have a Bachelor's degree in finance or...
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$41.25k - $68.75k
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...Reporting directly to the CFO, this role will help build the financial modeling, business analytics, and operational insight capabilities... ...of experience in FP&A, operations finance, corporate finance, consulting, investment banking, or manufacturing analytics ~ Strong...Full timeWork at office- ...Job Description Job Description Description: Compliance Consultant Young & Associates is a progressive team of management consultants dedicated to the success of financial institutions by providing consulting, outsourcing, and educational services to community...Temporary workWork at officeWork from homeOverseas
- ..., proactively lead and manage banking opportunities, and operate within established risk frameworks. This in-office position encompasses collaboration with a diverse range of partners to ensure optimal client service and tailored financial solutions. #J-18808-Ljbffr PNCWork at office
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...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- ...As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time...Local area
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$45k - $100k
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...an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client...Work at officeAfternoon shift- ...from pre-screened, motivated homebuyers and/or refinancers Consult with borrowers to understand their mortgage needs and present appropriate... ...home shoppers Consult with borrowers to understand their financial goals and recommend appropriate loan solutions Guide...Full timeWork at officeRemote work
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$18 - $22.6 per hour
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$37.5k - $62.5k
...Description Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at officeShift work$18.75 - $25 per hour
...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide...Hourly payWork experience placementShift workDay shift
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