Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Twinsburg, OH vacancy
  •  ...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... 
    Suggested
    Remote work

    Richter

    Twinsburg, OH
    1 day ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 21-Aug-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... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Solon, OH
    4 days ago
  •  ...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

    WealthBridge Financial Group

    Twinsburg, OH
    1 day ago
  • $30 per hour

    Data Management & System UpdatesInput and maintain accurate trade updates and changes in XTEL.Validate and update necessary changes to ADL (Assortment Distribution List).Work with CS to ensure customer profiles are accurate and up to date.Forecasting & PlanningSend Sales...
    Suggested
    Contract work
    Temporary work
    Work at office
    Shift work

    Aston Carter

    Solon, OH
    1 day ago
  • Swagelok is a global organization and one of the largest employers of manufacturing talent in Northeast Ohio. We are driven by our core values of Quality, Integrity, Respect for the Individual, Customer Focus, Innovation, and Continuous Improvement, which are demonstrated...
    Suggested
    Contract work
    Work at office
    Local area

    Swagelok

    Solon, OH
    3 days ago
  • $100k - $120k

     ...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... 
    Full time
    H1b
    Work at office
    Local area
    Flexible hours

    LeafHome

    Hudson, OH
    1 hour ago
  • $30 per hour

    Data Management & System Updates Input and maintain accurate trade updates and changes in XTEL. Validate and update necessary changes to ADL (Assortment Distribution List). Work with CS to ensure customer profiles are accurate and up to date. Forecasting & ...
    Contract work
    Temporary work
    Work at office
    Shift work

    Aston Carter

    Solon, OH
    1 day ago
  • JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role emphasizes building client relationships and delivering personalized investment solutions, embracing digital innovations... 

    JPMorgan Chase & Co.

    Solon, OH
    4 days ago
  • Floating Relationship BankerJoin our team. Make a difference - for us and for your future.Position Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution...
    Work at office

    First National Bank

    Twinsburg, OH
    4 days ago
  •  ...Banker to represent the brand in branch settings, acquiring, managing, and retaining client relationships while delivering thoughtful financial solutions. The role emphasizes hospitality, technology adoption, and ensuring compliant service delivery. The position requires... 
    Afternoon shift

    Fairygodboss

    Northfield, OH
    5 days ago
  •  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You...  ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Northfield, OH
    5 days ago
  •  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You...  ...product and service recommendations.Engage in clear, polite, consultative communication to understand and help clients, building trust... 
    Afternoon shift

    Chase

    Northfield, OH
    4 days ago
  •  ...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 placement
    Work at office

    Fifth Third Bancorp

    Aurora, OH
    2 days ago
  •  ...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 placement
    Work at office

    Fifth Third

    Macedonia, OH
    3 days ago
  • $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 time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    Fairygodboss

    Hudson, OH
    1 day ago
  •  ...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... 
    Full time
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Macedonia, OH
    4 days ago
  • $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 work
    Work at office

    RIA Recruiting

    Independence, OH
    2 days ago
  •  ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them...  ...and conducts all appointments using Western & Southern Life consultative practices and processes.Effectively sells insurance and investment... 
    Work at office
    Local area

    Western & Southern Life

    Independence, OH
    2 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Beachwood, OH
    2 days ago
  • $19.23 - $28.37 per hour

     ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...  ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    Streetsboro, OH
    1 day ago
  •  ...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 office
    Flexible hours

    Hantz Group

    Independence, OH
    3 days ago
  •  ...identifies vendors with credit risk profiles that could potentially disrupt Nestlé’s supply chain. This includes applying advanced financial analysis and risk scoring methodologies to evaluate and mitigate supplier credit risk. The role is accountable for supporting... 
    Work experience placement
    Work at office

    Nestlé

    Solon, OH
    3 days ago
  •  ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Richfield, OH
    5 days ago
  •  ...management training program is the cornerstone of our strategic growth plan: it instructs teammates to seek unique solutions for financial challenges; invigorates collaboration and teamwork, causing staff to think outside the box. This creativity ultimately enhances the... 
    Hourly pay
    Local area

    Cardinal Credit Union

    Macedonia, OH
    2 days ago
  • $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 pay
    Part time
    Local area
    Flexible hours

    Citizens Financial Group, Inc.

    Macedonia, OH
    2 days ago
  •  ...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

    The Western and Southern Life Insurance Company

    Independence, OH
    5 days ago
  • Northwestern Mutual invites you to start a business as a financial advisor, with award-winning training, licensing, and a path from financial representative to independent practitioner. You’ll build a client base, learn planning skills, and pursue licenses such as Life/... 

    UNAVAILABLE

    Beachwood, OH
    2 days ago
  • Description SUMMARY: 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...
    Work at office
    Flexible hours

    Farmers National

    Solon, OH
    2 days ago
  • $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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Twinsburg, OH
    5 days ago
  • $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 for a deeper financial wellness conversation. Lead Tellers help observe and provide... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    Key Bank

    Macedonia, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!