Collecting information
Organizing data
The ideal candidate will have extensive experience in financial management within the healthcare or RCM sector.. Oversee all financial departments, including Accounting, Reimbursement and Utilization Review.. Maintain accuracy of the charge master and maximize net reimbursement for the facility.. Minimum of 10 years of progressive financial leadership experience, including roles such as Financial Controller, Assistant CFO, or VP of Finance.. Proven experience in the healthcare or RCM industry is highly desirable.
Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts.. Must possess previous underwriting experience in the requisite area of commercial lending.. Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing.. Bilingual (English/Mandarin or Cantonese) a plus but not required.. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 ormickey.hsu@cathaybank.com.
You will work with the top Fortune 500 Financial Institutions to envision new products, define domain blueprints and roadmaps, redefine experiences and processes, monetize data, modernize payments infrastructure, and drive innovation. The ideal candidate will have a minimum of 7 years’ experience in the Financial Services industry with an experienced domain consultant with a strong background in commercial lending, syndication, and loan trading. This role involves hands-on expertise in guiding Loan IQ integration projects, driving business and IT workshops, and collaborating with teams to deliver tailored solutions for client requirements. LoanIQ and Operations: Solid understanding of LoanIQ functionalities and Loan Operations/Servicing to ensure fit-for-purpose platform usage. Workshops and Solution Provisioning: Ability to lead and drive Business and IT workshops, crafting solutions in coordination with teams.
Avantax is a wealth management business which partners with CPAs, EAs, and Tax Professionals for the purposes of providing their tax and accounting clients with wealth management advice.. Create collaboration between wealth advisory and tax practices to identify opportunities for the clients and the Firm.. Collaborate with Corporate Development and Integrations on acquisitions of the tax practices, including due diligence, planning, and post-acquisition integration.. Minimum of 10 years of progressive tax experience in public accounting, with at least 5 years in a leadership role.. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Job Title: Specialist Program Finance. Job Location: Herndon, VA; Camden, NJ; Palm Bay, FL; Salt Lake City, UT; Plano, TX. Demonstrated expertise in understanding and using Earned Value Management concepts and processes.. Experience with risk management, financial management, and work breakdown structures, change management, cost estimating, configuration management and system surveillance, operations, and procurement.. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws.
At Deca / Ideal Dental , we’re on a mission to revolutionize dental care—and we want you to be part of the journey!. As a Senior Financial Analyst you play a critical role in our mission; you will not only help prepare company financials, but will also be participating in our Accounting month-end process, working closely with our offices, and helping strategize company initiatives and budgets while reporting directly to the Vice President, Finance.. Support Strategic Financial Initiatives: Work closely with the VP of Finance to execute core initiatives aimed at improving operational and financial performance.. Cross-Department Collaboration: Partner with departments including Operations, IT, Training, Marketing, Payroll, and more to support the execution of high-priority initiatives.. Graduate degree or professional certification (CPA, CFA, etc.)
Our client is a multifamily investment firm focusing on the value-add space in stabilized multifamily assets.. They are seeking a full-time Associate Director of Asset Management for their multifamily portfolio of assets, currently located in Texas, Florida, Georgia, and North Carolina.. Revenue Management Programs – work with management companies to implement programs and calibrate on-going rental rate recommendations. Participate during the due diligence phase of the acquisition process and analysis, assist in the coordination of recapitalizations, debt refinancing, restructurings and asset dispositions. On-site due diligence with property management and third-parties where possible; review of market and proforma projections.
A highly successful, privately-held energy asset management firm in Dallas with a 40-year track record in the oil and gas industry is seeking a Corporate & Securities attorney to lead its legal function.. The firm specializes in upstream and midstream oil and gas assets, including working interests, mineral rights, real property assets, and other energy interests.. This is a rare chance to take ownership of legal strategy across a sophisticated investment platform, including structuring private equity funds, leading Regulation D offerings, and advising on M&A transactions.. Qualified candidates will have 5+ years of experience as a corporate/securities attorney in private practice or relevant in-house experience, a strong command of Regulation D and the Investment Adviser Act, and experience with private funds and investments, including structuring and formation, with the ability to assist in drafting fund documents such as PPMs, operating agreements, subscription documents, and investor side letters.. Qualified candidates will also need to have experience with M&A transactions, corporate governance documents, and asset/equity sales.
At GDS Link, we're not just a global leader in credit risk management — we’re on an exciting journey to becoming best-in-class and a top-tier workplace!. The role will have exposure to all sides of accounting and finance of a small and growing organization from AR, AP, reporting, budgeting/projections, client engagement, etc.. This position requires a hybrid of some in-office presence and work from home benefits.. · Client contract review and documentation for accurate invoicing.. · Optional Health Savings Account with Company seed
We have 4 primary care health centers and deliver integrated services including Medical, Behavioral Health, Pharmacy, Dental, Optometry, specialty referrals, chronic disease management, health education, and much, much more.. Collaborate with the Controller, CFO, and Department Leaders to support accounting and reporting needs.. Bachelor’s degree from an accredited college or university in accounting, finance, or business administration;Must have minimum of two (2) years working for a public accounting firm (preferably with a national firm) with experience performing Single Audit engagements or minimum of four (4) years accounting experience with at least 1 year as a senior accountant, preferably in a governmental, tribal, or non-profit organization;. Strong knowledge and understanding of GAAP;Experience with accounting software systems (e.g., MIP, Sage, or similar);Experience with Federal Uniform Guidance requirements and federal / state grants;. Proof of up-to-date PPD skin testing, if previously negative (OR) Proof of positive PPD skin test with the most recent chest x-ray and treatment history.
FI currently manages ~$20B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.. As the Responsible Investments (RI) Product Manager, you will lead the lifecycle of FIIG's RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies.. Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders. 5+ years' experience in the financial services sector with at least 1 year in ESG-product development, management, or manager research at an asset management/investment consulting firm. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent.. Our community bank client is seeking to fill a Chief Financial Officer role in the Dallas, TX area.. Helping the Executive Team in forecasting, budgeting, and preparing for the next level.. A member of or Chairman of the bank’s ALCO committee.. Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business's unique risks.. We are seeking a detail-oriented and analytical Financial Lines Senior Underwriter to join our dynamic team.. The ideal candidate will have a strong background in Financial Lines of insurance, including Directors and Officers (D&O), Errors and Omissions (E&O), Pension Trust Liability, Fidelity and Employment Practices Liability (EPLI).. Professional designations such as CPCU, RPLU, or similar are preferred.. This position may require same day and overnight travel to meet with brokers, clients, and attend industry conferences or training sessions.
Benefits: Health / Vision / Dental, 401(k) with 3% match, 2 weeks PTO, 12 weeks paid parental leave, telehealth, tuition assistance. Skill Development: Master Excel pivot tables, lookups, and formulas while gaining exposure to SQL, Python, or SAS with on-the-job training.. Strong Excel skills: pivot tables, VLOOKUP, basic formulas; macros a plus.. Related Terms: Financial Analyst, FP&A, Budgeting, Forecasting, Variance Analysis, Excel Modeling, SQL, Python, SAS, Hybrid Finance Role, Entry-Level Finance, Mid-Level FP&A. Ferretti Search has a dedicated team of executive recruiters ready to help our clients find employment solutions that benefit them as well as match our candidates with a company that meets their job preferences and career goals.
Qualification: CPA, CMA, MBA, CA, CA Inter. About Numera: It is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory.. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide.. Job Summary: This position is embedded within myStartUp CFO, a respected CPA & Accounting Services firm under the Numera umbrella.. Proven experience as an accountant in a professional setting Strong knowledge of US GAAP and accounting best practices Hands-on experience with QuickBooks and/or Xero Proficient in Microsoft Excel (including VLOOKUP, Pivot Tables) Detail-oriented with strong analytical and problem-solving skills Experience in leading or collaborating with bookkeeping staff
As the dedicated point of contact to our Wealth Management clients who hold between $5-25M in Vanguard assets, you will directly influence the client experience by delivering the Wealth Management mission to: Be a trusted partner to our ultra-clients and their families, giving them the best long-term outcomes, so they can leave a legacy that fulfills their purpose in the world.. Through this role, you will join a team focused on delivering Vanguards mission to give clients the best chance for investment success through a differentiated client-centric offer, a delightful omni-channel client experience, and a focused, digitally enabled service model.. Ability to conduct conversations with clients surrounding topics such as: ETFs, Mutual Funds, legacy planning, estate planning, trusts, charitable giving, and other wealth management topics, highly preferred. This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66.. This role follows a hybrid working model where we are in the office Tuesdays, Wednesdays, and Thursdays & work remotely on Mondays and Fridays.
The Strategic Sourcing Manager oversees sourcing and procurement activities related to Indirect Services for the Store Support Center, including Finance/Tax, Accounting, Treasury, HR, Legal, and Licensing departments.. Responsibilities include requirements gathering, RFP creation, proposal evaluation, contract negotiations, process oversight, and contract administration.. Recommend projects that drive cost reduction, risk mitigation, and quality improvement.. Developing bid analysis and cost models for strategic sourcing decisions.. Experience procuring indirect services like professional, contingent labor, recruiting, financial, training, or audit services preferred.
Analyst leads the continuous Data Quality by assessing, evaluating and analyzing data, setting controls and guidelines for measurement, evaluation,. adoption and communication of Data Quality and Data Quality risk.. Supports activities to drive Data Quality measurement, produce Data Quality dashboards and reports, and implement Data Quality strategies to effectively govern data and improve Data Quality. Lead day to day activities to support data quality resolution, and to optimize metrics reporting process. Change Management, Data Analysis, Data Governance, Data Lineage, Data Management, Data Quality, Internal Controls, Management Reporting, Program Management, Risk Management.
Minimum one IT Security or Audit Certification, such as CISSP, CISA, CISM (active current pursuit of a certification may be considered in lieu).. May act as career coach and/or peer advisor to help other team members grow their inspired careers.. Experience working within an internal audit or IT governance, risk and compliance function as an internal employee or as part of a professional services firm preferred.. Experience leading and executing risk-based IT focused internal audits, risk and control assessments, leveraging IT governance and control frameworks (COBIT, NIST, CSF, ITL etc.). CISA or equivalent (GSEC, ECSA, SSCP)
Oracle Fusion Cloud Human Capital Management (HCM) experience is highly preferred.. Your Role Lead and manage the payroll team members ranging from data entry and phone support to accounting professionals and financial analysts, providing development, guidance and support (including problem-solving, resolving issues and removing obstacles) Direct oversight of key payroll leaders as well as oversight and governance of business process outsource team members.. Partner closely with the offshore payroll processing team to ensure accurate and timely execution of payroll tasks and provide quality review of offshore deliverables Oversee the processing of payroll for 70,000 domestic employees, including hourly, salary, and special payroll processing (i.e. bonus and incentive compensation plans).. Conduct regular reviews to verify data integrity and compliance (with requisite documentation) Provide strategic direction and leadership for continuous improvement initiatives Oversight of key banking, tax, garnishment and paycard 3rd party relationshipsWhat You Bring to the Team Bachelor's degree in accounting, Finance, Business Administration, or a related field.. Certified Payroll Professional (CPP) preferred Oracle Fusion HCM/Oracle Pay Cloud experience required Strong knowledge of payroll systems, tax regulations, and compliance requirements.