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 Regionalhand
- ...Job Summary: The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying process inefficiencies and recommending strategic improvements. This role also includes assessing and addressing inefficiencies within the client's Financial...SuggestedRemote work
$45k - $100k
...is anticipated to remain open for 30 days, from 21-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k - $100k
...anticipated to remain open for 30 days, from 21-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Senior FP&A Financial Analyst - Factory Floor Ops & Industrial ManufacturingLocation: Hudson, OHPay: 100k - 125k base DOEPosition OverviewWe are seeking a Senior FP&A Financial Analyst to drive financial performance, improve profitability, and support strategic decision...Suggested
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage... ...finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and...Suggested
- ...employee growth ~ Mobility – Locations throughout the U.S. and Canada, with continued expansion Position Summary The Financial Analyst, Corporate FP&A will report to the Corporate FP&A Manager and provide direct support across enterprise-level financial...H1bWork at officeLocal areaFlexible hours
- ...serve as a key partner to the Marketing FP&A function, supporting financial planning, forecasting, and performance analytics across... ...Qualifications Bachelor's degree 1–3 years in financial analysis, consulting, strategic/marketing finance, or related field Proficiency...H1bWork at office
- ...to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal...Work experience placementWork at office
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal...Work experience placementWork at office
- ...needed to perform effectively within the Retail Personal Banker job family. The Retail Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role...Work experience placementWork at office
- Primary Office Location: 10071 Darrow Road. Twinsburg, Ohio. 44087. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview...Work at office
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office$125k - $175k
...Financial Advisor – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We... ...15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History...Summer workWork at office- ...Location CLEVELAND OH INDEPENDENCE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...Work at officeLocal area
- ...candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. Role As a Financial Representative, you will work with current and prospective clients in your...Full time
$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payPart timeLocal areaFlexible hoursAfternoon shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI's unified culture—...
- ...Senior Financial Planner The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners to produce essential financial planning deliverables. This position contributes to the...Work experience placementWork at office
- ...Conduct oneself with Christ-like professional behavior Strong attention to detail with the ability to maintain accurate financial records, handle confidential information, and meet deadlines Dependable, collaborative, and service oriented Process biweekly...Part timeWork at officeLocal areaImmediate start
- Job Title Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. Essential Duties...Work at officeFlexible hours
$30k - $50k
...employment visas or participate in STEM OPT for this position. Delivers 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 workWork at office$18 - $21.15 per hour
...The ideal candidate will have knowledge of customer service principles, effective communication skills, and the ability to handle financial transactions. This position offers a competitive salary of $18.00 - $21.15 and a range of benefits for part-time employees, including...Part time- ...and construction Complex analysis and research related to financial, estate, income tax, and investment planning; Developing and... ...audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ...Work experience placement
- ...MRI Software is seeking a Senior Financial Analyst - FP&A to join our team! This individual will support our professional services business by validating monthly revenue and expenses, analyzing and providing insights on monthly variances to forecast/budget, and supporting...Flexible hours
- ...the Finance Department supporting the Trade Operations team in Solon, OH. The role emphasizes accurate data entry, validation of financial transactions, and timely reporting to stakeholders. The ideal candidate has a Bachelor’s degree or equivalent experience (minimum...
$63.75k - $106.25k
...manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of... ...an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned...Full timeTemporary workWork experience placementWork at office$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...Hourly payWork experience placementDay shift
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