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Finance Consultant jobs at Banner Health

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  • Senior Financial Analyst

    Banner Health 4.4company rating

    Finance consultant job at Banner Health

    **Primary City/State:** Phoenix, Arizona **Department Name:** Admin-Misc **Work Shift:** Day **Job Category:** Finance Great careers are built at Banner Health. We understand that talented professionals appreciate having options. We are proud to offer our team members many career and lifestyle choices including remote work options. Apply today, this could be the perfect opportunity for you. As a **Senior Financial Analyst,** you will be responsible for pharmacy reimbursement, 340B pricing, Medicare Fair Price and Medicare Transaction Facilitator processes. You will produce monthly revenue integrity reports, variance reviews, and risk summaries; as well as monitoring federal price updates, audit flags, and regulatory changes functioning as the primary financial interpreter for leadership. **This is a remote role, with hours of Monday through Friday 8AM to 5PM. No weekends or holiday rotations are required for this role. Shifts may change slightly depending on the needs of Sr leaders and the meeting schedules in order to complete the various tasks assigned. Expectation is to be available during Arizona scheduled business hours.** Your pay and benefits are important components of your journey at Banner Health. This opportunity includes the option to participate in a variety of health, financial, and security benefits. Banner Pharmacy Services is a recognized leader in healthcare and trusted partner in proactively providing innovative pharmacy services through excellence in integration, care coordination, medication management and services to make a difference in people's lives. Clinical Pharmacy Services is responsible for the management of the Banner formulary, development of standardized system wide clinical pharmacy services, and management of adverse drug event preventions. Clinical Pharmacy Services provides collaborative drug therapy management and educational interventions in patient care to optimize medication therapy, improve outcomes, promote wellness, and disease prevention. As a division, Banner Pharmacy services provides excellent patient care across our entire continuum through convenient access, improved medication outcomes and innovative pharmacy practices. POSITION SUMMARY This position is responsible for providing coordination and/or collection of relevant financial data to prepare and interpret financial reports for management in an accurate and timely manner. This position provides maintenance/updates as necessary to ensure the integrity of assigned financial systems and databases. CORE FUNCTIONS 1. Gathers data from various sources to document and analyze statistics and financial information necessary to complete projects in assigned area. Generates various monthly or bi-weekly financial reports or ad hoc reports that enable management to control and analyze operations. 2. Works with management and staff of various departments to assist with financial data gathering and/or interpretation. Ensures accuracy of financial information systems and maintenance of reporting. Ensures the integrity of statistical files and databases used for financial reporting. 3. Works with other analysts to manage key financial processes within the organization (including operating budgets, forecasts program reporting and analysis, charge management, cost accounting, decision support and reimbursement analysis). 4. Provides financial modeling resources for special projects assigned to the department by management for analysis. Brings strength in logic and analysis of data, sorts through data and determines which elements are useful or pertinent to the assigned project. Identifies outliers and recognizes trends, presents data and analysis results to appropriate parties. 5. Prepares timely and accurate reports and presentations for state and federal agencies, administration and corporate to satisfy mandated reporting requirements policy, law or management. Maintains accurate statistical, contractual or other financial databases, as assigned. 6. Assists in identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis. Educates users of the assigned financial reporting system on the utilization of reports and the functionality of those reports. 7. Provides education on available financial tools and resources and provides learning to non-financial staff so they can break down analysis in simple terms. 8. Assignments located in the Western region will have regional accountability and will provide financial analysis support for multiple facilities within the Western Region. 9. Uses specialized knowledge to analyze information and solve business problems. Works independently under general supervision. Provides management with accurate and timely information necessary to effectively manage financial operations for revenues in excess of $300m annually. Consults internally with Department Directors, Administration, Data Operations, Financial Services Department Personnel and Banner Health System personnel. Works with State governmental agencies, colleagues as other healthcare facilities, professional organizations and outside vendors. Assignments with in the Western Region will have regional scope and accountability. MINIMUM QUALIFICATIONS Requires a Bachelor's degree in Accounting, Finance or Business Administration or equivalent experience. Requires a proficiency level typically attained with three to four years of experience in healthcare financial management/analysis work. Must have excellent analytical and organizational skills and the ability to manage multiple priorities with changing needs and deadlines. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals. Requires strong abilities in statistical analysis, data interpretation, computer software applications, database and spreadsheet programs, plus a proficiency in financial modeling techniques to generate management reports, projections, allocations, and analyses. PREFERRED QUALIFICATIONS Additional related education and/or experience preferred. **EEO Statement:** EEO/Disabled/Veterans (***************************************** Our organization supports a drug-free work environment. **Privacy Policy:** Privacy Policy (********************************************************* EOE/Female/Minority/Disability/Veterans Banner Health supports a drug-free work environment. Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability
    $57k-70k yearly est. 5d ago
  • Revenue Analyst III Finance

    Hoag Health System 4.8company rating

    Costa Mesa, CA jobs

    Revenue Analyst III : Finance Costa Mesa, CA, United States Primary Duties and Responsibilities The Revenue Analyst III is a technical expert with strong analytical experience in a healthcare environment with emphasis in managed care and government reimbursement. This role serves as a financial resource for both clinical and administrative areas and will act as a lead analyst on projects. As part of the Finance Revenue team, this position will support Managed Care Contracting for contract modeling and revenue impact analysis in support of negotiations, helping to identify underpayments, and tracking profitability within our managed care contracts. Will also prepare analyses related to the financial impact of Medicare and Medi-Cal changes in reimbursement to identify financial and or operational impacts to revenue. Will support the annual build of the Hoag operating budget, touching across multiple entities with regards to volume and revenue projection. Responsible for a designated Hoag entity to analyze and present monthly performance to executive leadership as it relates to volume, revenue, payor mix and case mix, as well as perform the month end contractual reserve calculation for Accounting. Additionally, the Revenue Analyst III will support Accounting's management team for cost report preparation, OSHPD reporting, Bond/Rating Agency reporting, as well as year-end and interim audit. Provides support for all levels of leadership with requested ad-hoc revenue impact analysis related to items such as payer mix, acuity, reimbursement, and volume. Own and maintain specific recurring reporting related to volume and revenue performance. Performs other duties as assigned. Qualifications Education and Experience Bachelor's degree in business administration, finance, accounting, or healthcare administration. 5+ years' experience as an analyst in a healthcare environment with emphasis on managed care reporting and reimbursement General understanding of DRG and CPT/HCPC Medical Coding and Medical Terminology. Strong understanding of Managed Care and Government reimbursement methodologies General knowledge of hospital operations (Revenue Cycle: Registration, Patient Accounting/Billing, data processing). Understanding of Accounting Principles and Hospital Financial Reporting. About Us Hoag Memorial Hospital Presbyterian is a nonprofit regional health care delivery network in Orange County, California, consisting of three acute-care hospitals with sixteen urgent care centers, eleven health centers and a network of more than1,800 physicians, 100 allied health members, 8,000 employees, and 2,000 volunteers. More than 30,000 inpatients and 550,000 outpatients choose Hoag each year. For over 70 years, Hoag has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Since 1952, Hoag has served the local communities and continues its mission to provide the highest quality health care services through the core strategies of quality and service, people, physician partnerships, strategic growth, financial stewardship, community benefit and philanthropy. Hoag offers a comprehensive blend of health care services including six institutes providing specialized care in the areas of cancer, heart and vascular, neurosciences, women's health, orthopedics, and digestive health through our institutes. Hoag was the highest ranked hospital in Orange County in the 2024-2025 U.S. News &World Report, the only Orange County hospital ranked in the top 10 for California. The organization was ranked the #5 hospital in the Los Angeles Metro Area and the #10 hospital in California. To learn more about Hoag's awards and accreditations, visit: ******************************************************* Hoag is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Hoag is committed to the principle of equal employment opportunity for all employees and providing employees with a work environment free of discrimination and harassment. Hoag hires a diverse group of people in a manner that allows them to reach their full potential in the pursuit of organizational objectives. Job Info Job Identification 126503 Job Category Finance, Accounting & Planning Posting Date 08/14/2025, 04:22 PM Job Shift Day Locations 2975 Red Hill Ave, Costa Mesa, CA, 92626, US Pay Range $40.41 - $62.36/hr Onsite Job Schedule Full Time
    $40.4-62.4 hourly 5d ago
  • Sr Financial Analysis - Corporate FP&A

    McKesson Corporation 4.6company rating

    Columbus, OH jobs

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Key Responsibilities: Team sprit/culture - share best practices, inclusion, collaboration, and respect CoE (Strive for Excellence) - agile, innovative and efficient commitment to McKesson's i2CARE and iLEAD principles/values. Ideal candidate * Would have an ownership mindset for the assigned business unit(s) (BUs) operating expenses numbers and headcount. * Expected to develop a good working relations /rapport with BU and BU finance leadership (VPs/Directors) * Strive to understand assigned BUs business/operations, with an objective to become the go to person that BU leaders call/lean on for input & insights on headcount and SG&A line items. * Develops and maintains various financial models to support BUs decision-making related to headcount and SG&A * Responsible for preparing periodic close files/packages * Responsible for workforce planning - headcount and employee cost budgeting. * Strive to solicit & consolidate new information from different/all sources and systems to update forecast with an aim to improve forecast accuracy * Proactively build / call out risks and opportunities (R&O) * Manage annual planning processes communicating targets, creating budgets, professionally handling BUs asks (bottom up) vs. Corporate / CxO's guidelines (top down) and loading and reconciling data * Own/Responsible for getting your assigned BUs master data/org changes/reporting dimensions updated / keep current * Think on your feet to troubleshoot issues (system, process), most efficient way to compile required data/dimensions/timeline for ad hoc asks, prioritize BUs asks professionally * Leverage Data/analytics tools and techniques to efficiently phaseout legacy excel bases files/reports/models * Assist with other ad-hoc analytics, projects, and requests * Open to learning and asking for guidance Minimum Job Qualifications (Knowledge, Skills, & Abilities): * Bachelor's degree in finance or accounting * Advanced proficiency in financial modeling, Microsoft Excel and Data Analytics tools (Intermediate-level Power BI skills, SQL a plus). * Proficient in Microsoft Suite [Advanced Excel (power query, power pivot a plus), Proficient PowerPoint, SharePoint & Outlook] * Experience working (user/super user)with FP&A systems - JDE, Hyperion, Workforce Planning, SmartView, Oracle EPM * 5+ years of FP&A experience - Clear/strong understanding of financial statements and relevant accounting principles. * Experience with generating management reports and SG&A budgeting/forecasting Remote opportunity aligned to the posted McKesson hub locations. Career Level IC-Professional-P3 We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $79,600 - $132,600 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
    $79.6k-132.6k yearly Auto-Apply 12d ago
  • Workday Financial Consultant

    Ambulnz 3.9company rating

    Remote

    Job Title: Workday Financial Consultant Pay Rate: $80 - $110 per hour Status: Temporary Hours: Part-Time Hours About DocGo: DocGo is leading the proactive healthcare revolution with an innovative care delivery platform that includes mobile health services, population health, remote patient monitoring, and ambulance services. DocGo disrupts the traditional four-wall healthcare system by providing high quality, highly affordable care to patients where and when they need it. DocGo's proprietary, AI-powered technology, logistics network, and dedicated field staff of over 5,000 certified health professionals elevate the quality of patient care and drive efficiencies for municipalities, hospital networks, and health insurance providers. With Mobile Health, DocGo empowers the full promise and potential of telehealth by facilitating healthcare treatment, in tandem with a remote physician, in the comfort of a patient's home or workplace. Together with DocGo's integrated Ambulnz medical transport services, DocGo is bridging the gap between physical and virtual care. Position Summary: The Workday Financials Consultant will serve as the lead functional expert supporting DocGo's Workday Financials implementation. This role is responsible for guiding configuration decisions, completing Workday financial workbooks, supporting tenant build activities, and ensuring the system is designed in alignment with Finance and Accounting best practices. The Consultant will also support testing activities, develop detailed test scripts, perform hands-on validation of Workday Financials functionality, and provide knowledge transfer to internal DocGo teams. This is a temp-to-perm role with potential for full-time conversion based on project needs and performance. Responsibilities: Serve as the lead Workday Finance consultant and administrator maintaining system configuration, user access, monthly ledger open/close and integrations with related financial applications. Complete required Workday configuration workbooks and support tenant build activities. Advise DocGo on key Finance and Accounting decisions using Workday best practices and prior client experience. Develop detailed test scripts for all phases of testing (unit, system, UAT). Perform hands-on testing and validation of Workday Financials and Accounting functionality. Provide knowledge transfer and documentation to DocGo and Ambulnz resources. Other tasks as assigned. Requirements: 5+ years of experience with Workday Financials, including configuration and testing. Strong understanding of Finance and Accounting processes and their translation into Workday. Prior experience supporting Workday Financials implementations or tenant build activities. Ability to create configuration workbooks, test scripts, and system documentation. Strong communication skills with the ability to guide key decisions and translate technical concepts to business partners. Strong project management skills Proven ability to work independently in a fast-paced, project-driven environment. EEO/AAP Statement: DocGo is an equal opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. DocGo is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.
    $38k-66k yearly est. Auto-Apply 23d ago
  • Sr Financial Analysis - Corporate FP&A

    McKesson Corporation 4.6company rating

    The Woodlands, TX jobs

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Key Responsibilities: Team sprit/culture - share best practices, inclusion, collaboration, and respect CoE (Strive for Excellence) - agile, innovative and efficient commitment to McKesson's i2CARE and iLEAD principles/values. Ideal candidate * Would have an ownership mindset for the assigned business unit(s) (BUs) operating expenses numbers and headcount. * Expected to develop a good working relations /rapport with BU and BU finance leadership (VPs/Directors) * Strive to understand assigned BUs business/operations, with an objective to become the go to person that BU leaders call/lean on for input & insights on headcount and SG&A line items. * Develops and maintains various financial models to support BUs decision-making related to headcount and SG&A * Responsible for preparing periodic close files/packages * Responsible for workforce planning - headcount and employee cost budgeting. * Strive to solicit & consolidate new information from different/all sources and systems to update forecast with an aim to improve forecast accuracy * Proactively build / call out risks and opportunities (R&O) * Manage annual planning processes communicating targets, creating budgets, professionally handling BUs asks (bottom up) vs. Corporate / CxO's guidelines (top down) and loading and reconciling data * Own/Responsible for getting your assigned BUs master data/org changes/reporting dimensions updated / keep current * Think on your feet to troubleshoot issues (system, process), most efficient way to compile required data/dimensions/timeline for ad hoc asks, prioritize BUs asks professionally * Leverage Data/analytics tools and techniques to efficiently phaseout legacy excel bases files/reports/models * Assist with other ad-hoc analytics, projects, and requests * Open to learning and asking for guidance Minimum Job Qualifications (Knowledge, Skills, & Abilities): * Bachelor's degree in finance or accounting * Advanced proficiency in financial modeling, Microsoft Excel and Data Analytics tools (Intermediate-level Power BI skills, SQL a plus). * Proficient in Microsoft Suite [Advanced Excel (power query, power pivot a plus), Proficient PowerPoint, SharePoint & Outlook] * Experience working (user/super user)with FP&A systems - JDE, Hyperion, Workforce Planning, SmartView, Oracle EPM * 5+ years of FP&A experience - Clear/strong understanding of financial statements and relevant accounting principles. * Experience with generating management reports and SG&A budgeting/forecasting Remote opportunity aligned to the posted McKesson hub locations. Career Level IC-Professional-P3 We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $79,600 - $132,600 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
    $79.6k-132.6k yearly Auto-Apply 12d ago
  • Sr Financial Analysis - Corporate FP&A

    McKesson Corporation 4.6company rating

    Texas jobs

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Key Responsibilities: Team sprit/culture - share best practices, inclusion, collaboration, and respect CoE (Strive for Excellence) - agile, innovative and efficient commitment to McKesson's i2CARE and iLEAD principles/values. Ideal candidate * Would have an ownership mindset for the assigned business unit(s) (BUs) operating expenses numbers and headcount. * Expected to develop a good working relations /rapport with BU and BU finance leadership (VPs/Directors) * Strive to understand assigned BUs business/operations, with an objective to become the go to person that BU leaders call/lean on for input & insights on headcount and SG&A line items. * Develops and maintains various financial models to support BUs decision-making related to headcount and SG&A * Responsible for preparing periodic close files/packages * Responsible for workforce planning - headcount and employee cost budgeting. * Strive to solicit & consolidate new information from different/all sources and systems to update forecast with an aim to improve forecast accuracy * Proactively build / call out risks and opportunities (R&O) * Manage annual planning processes communicating targets, creating budgets, professionally handling BUs asks (bottom up) vs. Corporate / CxO's guidelines (top down) and loading and reconciling data * Own/Responsible for getting your assigned BUs master data/org changes/reporting dimensions updated / keep current * Think on your feet to troubleshoot issues (system, process), most efficient way to compile required data/dimensions/timeline for ad hoc asks, prioritize BUs asks professionally * Leverage Data/analytics tools and techniques to efficiently phaseout legacy excel bases files/reports/models * Assist with other ad-hoc analytics, projects, and requests * Open to learning and asking for guidance Minimum Job Qualifications (Knowledge, Skills, & Abilities): * Bachelor's degree in finance or accounting * Advanced proficiency in financial modeling, Microsoft Excel and Data Analytics tools (Intermediate-level Power BI skills, SQL a plus). * Proficient in Microsoft Suite [Advanced Excel (power query, power pivot a plus), Proficient PowerPoint, SharePoint & Outlook] * Experience working (user/super user)with FP&A systems - JDE, Hyperion, Workforce Planning, SmartView, Oracle EPM * 5+ years of FP&A experience - Clear/strong understanding of financial statements and relevant accounting principles. * Experience with generating management reports and SG&A budgeting/forecasting Remote opportunity aligned to the posted McKesson hub locations. Career Level IC-Professional-P3 We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $79,600 - $132,600 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
    $79.6k-132.6k yearly Auto-Apply 12d ago
  • Sr Financial Analysis - Corporate FP&A

    McKesson Corporation 4.6company rating

    Alpharetta, GA jobs

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Key Responsibilities: Team sprit/culture - share best practices, inclusion, collaboration, and respect CoE (Strive for Excellence) - agile, innovative and efficient commitment to McKesson's i2CARE and iLEAD principles/values. Ideal candidate * Would have an ownership mindset for the assigned business unit(s) (BUs) operating expenses numbers and headcount. * Expected to develop a good working relations /rapport with BU and BU finance leadership (VPs/Directors) * Strive to understand assigned BUs business/operations, with an objective to become the go to person that BU leaders call/lean on for input & insights on headcount and SG&A line items. * Develops and maintains various financial models to support BUs decision-making related to headcount and SG&A * Responsible for preparing periodic close files/packages * Responsible for workforce planning - headcount and employee cost budgeting. * Strive to solicit & consolidate new information from different/all sources and systems to update forecast with an aim to improve forecast accuracy * Proactively build / call out risks and opportunities (R&O) * Manage annual planning processes communicating targets, creating budgets, professionally handling BUs asks (bottom up) vs. Corporate / CxO's guidelines (top down) and loading and reconciling data * Own/Responsible for getting your assigned BUs master data/org changes/reporting dimensions updated / keep current * Think on your feet to troubleshoot issues (system, process), most efficient way to compile required data/dimensions/timeline for ad hoc asks, prioritize BUs asks professionally * Leverage Data/analytics tools and techniques to efficiently phaseout legacy excel bases files/reports/models * Assist with other ad-hoc analytics, projects, and requests * Open to learning and asking for guidance Minimum Job Qualifications (Knowledge, Skills, & Abilities): * Bachelor's degree in finance or accounting * Advanced proficiency in financial modeling, Microsoft Excel and Data Analytics tools (Intermediate-level Power BI skills, SQL a plus). * Proficient in Microsoft Suite [Advanced Excel (power query, power pivot a plus), Proficient PowerPoint, SharePoint & Outlook] * Experience working (user/super user)with FP&A systems - JDE, Hyperion, Workforce Planning, SmartView, Oracle EPM * 5+ years of FP&A experience - Clear/strong understanding of financial statements and relevant accounting principles. * Experience with generating management reports and SG&A budgeting/forecasting Remote opportunity aligned to the posted McKesson hub locations. Career Level IC-Professional-P3 We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $79,600 - $132,600 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
    $79.6k-132.6k yearly Auto-Apply 12d ago
  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    Remote

    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). SALARY The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. ESSENTIAL FUNCTIONS OF THE ROLE Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. KEY SUCCESS FACTORS Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) BENEFITS - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level QUALIFICATIONS * EDUCATION - Bachelors Degree * EXPERIENCE - 3 Years of Experience
    $27k-74k yearly est. 9d ago
  • Investing Associate

    The Evergreens 4.4company rating

    San Francisco, CA jobs

    Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations. The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. The Role: We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the ground running by slotting directly into deal teams, supporting the execution of deal processes from start to finish, and supporting the evolution of our capital allocation strategy. This position is based in San Francisco. Responsibilities include but are not limited to: Perform due diligence, analysis and execution across multiple simultaneous acquisitions Prepare investment memos and letters of intent; present investment opportunities/findings to team and investors Construct detailed financial models and returns analyses Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.) Mentor and support junior analysts through early career development Qualifications: Successful candidates will have the following attributes: 2 years of investment banking or private equity investing experience Outstanding financial modeling and analytical skills Strong understanding of accounting and finance Passion for investing and learning about new industries Strong communication skills Demonstrated ability and interest in working in a small, entrepreneurial team You would be a great fit for this role if: You have a strong will-to-win and get excited by ambiguous, challenging situations You are resourceful and can find a means to resolution in unfamiliar environments You value relationship-building and are excited about working with small business owners You share Evergreen's values, particularly in the following areas: Coachable: actively pursues feedback & development Accountable: takes ownership for business performance; answers for challenges/failures Selfless team-player: puts the mission and teammates ahead of themselves You are excited about Evergreen's mission to build the best home for businesses and their leaders Other Information Location: San Francisco (Hybrid) Compensation: $195k (base and bonus) plus PIUs (Profit Interest Units) We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application! DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow. Compensation A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more. Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.
    $132k-206k yearly est. Auto-Apply 60d+ ago
  • Summer Intern, Finance Candidate Pool - San Diego

    Hologic 4.4company rating

    San Diego, CA jobs

    Launch Your Finance Career-Join Hologic's Summer Internship Program! Ready to kickstart your future in corporate finance, FP&A, internal audit or accounting? As a Hologic Intern, you're not just picking up a summer job-you're joining a global team of creative, driven people who genuinely care about making a difference. Our internship experience is designed to help you shine, learn from the best, and work on projects that matter. What you'll be up to during your 10-12 week adventure: Dive into real-world projects in one of our finance functional areas: Corporate Accounting, FP&A, Treasury, Divisional Finance, Finance Operations, or Internal Audit Analyze data, solve problems, and help drive smart business decisions Get hands-on with budgeting, forecasting, reporting, or auditing (depending on your placement) Collaborate with teammates and learn how finance powers innovation in healthcare Present your work, ideas, and recommendations to leadership (don't worry, we love questions!) Who we're hoping to meet: You can work full-time during the summer (May/June - August/September). You're currently working on your Bachelor's degree, with at least one semester left after the internship. Your major is in Accounting, Finance, or Economics. You're heading into your senior year. You know how to get your point across, whether you're writing or speaking. You have strong organizational, problem-solving, and analytical skills. You're a natural leader and make smart decisions independently. You're friendly, enjoy working with others, and can build relationships easily. Location, pay & other important details: You can work onsite at our San Diego, CA campus. Heads up: intern housing, relocation, and housing stipends aren't provided, so you'll need to have your living situation and transportation sorted out. Pay range: $23 - $25 per hour, based on your class standing and operational function. The chance to work with a team that's genuinely invested in your growth. Networking, mentorship, and skill-building opportunities-all designed to help you thrive. Take your internship to the next level at Hologic! On top of hands-on experience in your field, our College Relations team will hook you up with opportunities to learn about the company, meet leaders, and build the skills you'll need to launch your career. Consider this your backstage pass to the future of healthcare innovation. Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans. #LI-EK1
    $23-25 hourly Auto-Apply 7d ago
  • Summer Intern, Finance Candidate Pool - San Diego

    Hologic 4.4company rating

    San Diego, CA jobs

    San Diego, CA, United States **Launch Your Finance Career-Join Hologic's Summer Internship Program!** Ready to kickstart your future in corporate finance, FP&A, internal audit or accounting? As a Hologic Intern, you're not just picking up a summer job-you're joining a global team of creative, driven people who genuinely care about making a difference. Our internship experience is designed to help you shine, learn from the best, and work on projects that matter. **What you'll be up to during your 10-12 week adventure:** + Dive into real-world projects in one of our finance functional areas: Corporate Accounting, FP&A, Treasury, Divisional Finance, Finance Operations, or Internal Audit + Analyze data, solve problems, and help drive smart business decisions + Get hands-on with budgeting, forecasting, reporting, or auditing (depending on your placement) + Collaborate with teammates and learn how finance powers innovation in healthcare + Present your work, ideas, and recommendations to leadership (don't worry, we love questions!) **Who we're hoping to meet:** + You can work full-time during the summer (May/June - August/September). + You're currently working on your Bachelor's degree, with at least one semester left after the internship. + Your major is in Accounting, Finance, or Economics. + You're heading into your senior year. + You know how to get your point across, whether you're writing or speaking. + You have strong organizational, problem-solving, and analytical skills. + You're a natural leader and make smart decisions independently. + You're friendly, enjoy working with others, and can build relationships easily. **Location, pay & other important details:** + You can work onsite at our San Diego, CA campus. **Heads up:** intern housing, relocation, and housing stipends aren't provided, so you'll need to have your living situation and transportation sorted out. + Pay range: $23 - $25 per hour, based on your class standing and operational function. + The chance to work with a team that's genuinely invested in your growth. + Networking, mentorship, and skill-building opportunities-all designed to help you thrive. **Take your internship to the next level at Hologic!** On top of hands-on experience in your field, our College Relations team will hook you up with opportunities to learn about the company, meet leaders, and build the skills you'll need to launch your career. Consider this your backstage pass to the future of healthcare innovation. **_Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans._** \#LI-EK1
    $23-25 hourly 28d ago
  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    Phoenix, AZ jobs

    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $77.7k-120.4k yearly 36d ago
  • Associate Financial Advisor

    Redwood Credit Union 3.4company rating

    Sebastopol, CA jobs

    Redwood Credit Union is looking for an Associate Financial Advisor who will be responsible for providing investment, retirement, annuity, advisory and educational investment planning, and advice to Members in an assigned region. Execute transactions for investment products, as licensed, to match Members' needs. Serve in partnership with an assigned mentoring Financial Advisor to increase territory coverage resulting in improved service and productivity for Branches served and overall program. Conduct regularly scheduled reviews with assigned clients to monitor progress toward client's financial goals. Key Responsibilities Service: o Provide exceptional customer service to all Member-clients. o Follow up with Members referred to Wealth Management Department by Branch and Member Service Center to schedule investment-needs meeting. o Provide regularly scheduled investment portfolio reviews. o Handle routine customer inquiries; effectively work with back-office support personnel at vendors and broker-dealer to ensure high degree of quality service and customer satisfaction. o Travel to Corporate offices and other Branch locations as assigned. Investment Product Sales: o Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc. as directed by client in compliance with CUSO Financial Services Office of Supervisory Jurisdiction (OSJ). o Research and provide literature on requested investment products including financial plans, advisory accounts, stocks, bonds, and mutual funds. o Research and provide literature and information to clients regarding insurance products such as annuities. o Establish and maintain interactive and open communication with CUSO Financial Services and product companies. o Provide Branch and/or Member Service Center team members with regular referral and product training. o Attend regular product and sales training meetings. Administration: o Complete transactions within all FINRA, SEC, and Credit Union procedures and regulations. o Research and repair all "Back to Rep" and NIGO "not in good order" items. o Complete daily, weekly, and monthly sales blotters and tracking reports. o Prepare and maintain complete and accurate digital client files, documentation, and Member data as directed by CUSO Financial Services and RCU. o Maintain a weekly "pipeline" report of Members assisted and pending business items. o Input financial planning data into financial planning software for the appropriate Members on an as-needed basis. o Coordinate marketing and advertising efforts to promote Redwood Credit Union and Wealth Management Department. Associate Financial Advisor Development Training Program: o The Associate Financial Advisor is responsible to complete all applicable sales, compliance and product training and be in good standing prior to any advancement or promotion to Financial Advisor. This program is as assigned by the VP-Wealth Management. o The Associate Financial Advisor will complete additional licensing and educational programs as assigned by management. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union? * 29th largest credit union in the U.S. and the largest financial institution based in the North Bay * Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial * Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025" * Recognized by Newsweek as one of "America's Best Credit Unions 2024" * Recognized by Forbes as one of "America's Best Small Employers 2023" * Voted Best Places to Work in the North Bay 20 years in a row * World-class Employee Engagement scores * Rated Superior in Service by more than 90% of Members, surveyed by SF Gate * Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities * Knowledge of financial products and services. * Knowledge of business or economics. * Working and current knowledge of investment and insurance products. * Working knowledge of the financial services industry. * Excellent organizational and administrative skills. * Excellent client services skills. * Skill in the operation of a PC with word processing, spreadsheet and investment related programs. * Ability to be self-motivated and directed. * Ability to communicate effectively both verbally and in writing. * Ability to effectively work on the telephone to obtain investment information. * Ability to coordinate a variety of activities simultaneously and prioritize work. * Ability and desire to work in a team environment. * Ability to effectively promote and sell Credit Union products and services * Ability to analyze situations and recommend workable solutions for Members. * Ability to establish and maintain effective working relationships with a diverse group of people. * Ability to manage time efficiently and effectively. * Ability to follow through on tasks. * Ability to work weekends and travel to mandatory conferences. * Ability to work a rotating schedule which will include working on rotating Saturdays. Licenses and Certifications * Must maintain Securities series 6 or 7, 63, 65 and/or 66 and California Life/Health Insurance License, and can obtain a series 7, 66 (63 & 65), and Life license within 12 months of hire. The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in economics, business administration, data analysis, math, statistics, or related field, with a minimum of one year of related experience. Compensation: Base starting range: $68,640 annually commensurate with experience + commission. Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Redwood Credit Union offers a robust benefits package to our eligible employees including: * Competitive medical, dental, and vision insurance, mental health offerings * Employee performance incentive plan * Salary Advancement- Merit increase based on performance * 401(k) program with employer match * Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks: * RCU employees are eligible for a .75% discount off RCU standard collateral auto loans * RCU employees are eligible for a 1% discount on all recreational or boat loan products * 2% discount off Visas and LOC Loans through RCU * 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000. * 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000. * 0% interest on garment, fitness, or home office equipment loan of up to $500 * 100% financing for employee purchased homes! Physical Requirements: * Ability to bend, stoop, sit, walk, twist and turn. * Ability to lift up to 20 pounds occasionally. * Ability to use a computer keyboard and calculator. * Work environment is indoors with most of the time sitting at a desk. * Ability to travel to various branches. * Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].
    $68.6k yearly 27d ago
  • Associate Financial Advisor

    Theresa Allison Md 3.4company rating

    Sebastopol, CA jobs

    Redwood Credit Union is looking for an Associate Financial Advisor who will be responsible for providing investment, retirement, annuity, advisory and educational investment planning, and advice to Members in an assigned region. Execute transactions for investment products, as licensed, to match Members' needs. Serve in partnership with an assigned mentoring Financial Advisor to increase territory coverage resulting in improved service and productivity for Branches served and overall program. Conduct regularly scheduled reviews with assigned clients to monitor progress toward client's financial goals. Key ResponsibilitiesService:o Provide exceptional customer service to all Member-clients.o Follow up with Members referred to Wealth Management Department by Branch and Member Service Center to schedule investment-needs meeting.o Provide regularly scheduled investment portfolio reviews.o Handle routine customer inquiries; effectively work with back-office support personnel at vendors and broker-dealer to ensure high degree of quality service and customer satisfaction.o Travel to Corporate offices and other Branch locations as assigned.Investment Product Sales:o Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc. as directed by client in compliance with CUSO Financial Services Office of Supervisory Jurisdiction (OSJ).o Research and provide literature on requested investment products including financial plans, advisory accounts, stocks, bonds, and mutual funds.o Research and provide literature and information to clients regarding insurance products such as annuities.o Establish and maintain interactive and open communication with CUSO Financial Services and product companies.o Provide Branch and/or Member Service Center team members with regular referral and product training.o Attend regular product and sales training meetings.Administration:o Complete transactions within all FINRA, SEC, and Credit Union procedures and regulations.o Research and repair all “Back to Rep” and NIGO “not in good order” items.o Complete daily, weekly, and monthly sales blotters and tracking reports.o Prepare and maintain complete and accurate digital client files, documentation, and Member data as directed by CUSO Financial Services and RCU.o Maintain a weekly “pipeline” report of Members assisted and pending business items.o Input financial planning data into financial planning software for the appropriate Members on an as-needed basis.o Coordinate marketing and advertising efforts to promote Redwood Credit Union and Wealth Management Department.Associate Financial Advisor Development Training Program:o The Associate Financial Advisor is responsible to complete all applicable sales, compliance and product training and be in good standing prior to any advancement or promotion to Financial Advisor. This program is as assigned by the VP-Wealth Management.o The Associate Financial Advisor will complete additional licensing and educational programs as assigned by management. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities . Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad . As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 29th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2024"• Recognized by Forbes as one of “America's Best Small Employers 2023" • Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities Knowledge of financial products and services. Knowledge of business or economics. Working and current knowledge of investment and insurance products. Working knowledge of the financial services industry. Excellent organizational and administrative skills. Excellent client services skills. Skill in the operation of a PC with word processing, spreadsheet and investment related programs. Ability to be self-motivated and directed. Ability to communicate effectively both verbally and in writing. Ability to effectively work on the telephone to obtain investment information. Ability to coordinate a variety of activities simultaneously and prioritize work. Ability and desire to work in a team environment. Ability to effectively promote and sell Credit Union products and services Ability to analyze situations and recommend workable solutions for Members. Ability to establish and maintain effective working relationships with a diverse group of people. Ability to manage time efficiently and effectively. Ability to follow through on tasks. Ability to work weekends and travel to mandatory conferences. Ability to work a rotating schedule which will include working on rotating Saturdays. Licenses and Certifications Must maintain Securities series 6 or 7, 63, 65 and/or 66 and California Life/Health Insurance License, and can obtain a series 7, 66 (63 & 65), and Life license within 12 months of hire. The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in economics, business administration, data analysis, math, statistics, or related field, with a minimum of one year of related experience. Compensation: Base starting range: $68,640 annually commensurate with experience + commission. Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Redwood Credit Union offers a robust benefits package to our eligible employees including:• Competitive medical, dental, and vision insurance, mental health offerings• Employee performance incentive plan• Salary Advancement- Merit increase based on performance• 401(k) program with employer match• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks:• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans• RCU employees are eligible for a 1% discount on all recreational or boat loan products• 2% discount off Visas and LOC Loans through RCU• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.• 0% interest on garment, fitness, or home office equipment loan of up to $500• 100% financing for employee purchased homes! Physical Requirements:• Ability to bend, stoop, sit, walk, twist and turn.• Ability to lift up to 20 pounds occasionally.• Ability to use a computer keyboard and calculator.• Work environment is indoors with most of the time sitting at a desk.• Ability to travel to various branches. *Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer
    $68.6k yearly Auto-Apply 26d ago
  • Marina del Rey Toyota - Finance Adviser

    Westside Investments 2.5company rating

    Marina del Rey, CA jobs

    Job Title: Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must comply with information security program. Must present a professional appearance. Duties & Responsibilities: Establish and maintain positive working relationships with all sources of finance and insurance products, factory and otherwise. Submit proper documentation to obtain approval for all possible finance transactions. Work with sales management to establish and maintain a program that will ensure a 100-percent turnover to the Finance & Insurance department. Work with Sales Managers to secure a reasonable profit from each transaction. Establish forecast for finance department in conjunction with sales department to achieve a desired percent of penetration and income. Verify the accuracy of all title, lien information, taxes, and other documents on customer paperwork. Ensure accuracy of customer information in dealership data bases (including e-mail addresses). Notarize deal paperwork as required. Forward completed deals to office in a timely manner. Acquire licenses for selling insurance, if applicable. Prepare monthly reports on finance penetration and products sold. Keep sales management up to date with regard to rates and products. Complete all training certifications as directed by management. Follow policies and procedures as set forth in the Personnel Policy Manual and other corporate policies. Any other duties as assigned. Knowledge, Skills and Abilities Required: Educational: High school diploma or the equivalent. Experience: Minimum two years in automotive sales experience. Special Skills (i.e., licenses, certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver's license and state sales license. Must be a Notary. Obtain AFIP certification within time frame established by management. Physical Demands and Working Conditions: The noise level in the work environment is occasionally loud. Occasionally requires the ability to lift 20 pounds of material. Is potentially exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle dealership. Occasionally, exposed to exhaust fumes or other airborne particles. THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN “ALL-INCLUSIVE” LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB. ______________________________ ________________ Signature (Employee) Date ______________________________ ________________ Signature (Supervisor) Date **************************************************
    $53k-101k yearly est. 60d+ ago
  • Financial Advisor

    Redwood Credit Union 3.4company rating

    San Rafael, CA jobs

    Job DescriptionRedwood Credit Union is looking for a Financial Advisor who will provide investment, retirement, annuity, advisory, educational investment planning, and advice, as licensed, to Members in an assigned territory and execute transactions for investment products and services that match Members' needs. Key ResponsibilitiesService:• Provide exceptional customer service to all Member-clients.• Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU partners to set an appointment for a meeting.• Make and receive calls from clients assisting with questions and resolving problems as appropriate.• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.• Travel to Corporate Offices and other branch locations as assigned.Investment Product Sales:• Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc. as directed by client in compliance with the CUSO Financial Services Office of Supervisory Jurisdiction (OSJ).• Research and provide literature on requested investment products including stocks, bonds, and mutual funds.• Research and provide literature and information to clients regarding insurance products such as life insurance and annuities.• Establish and maintain interactive and open communication with CUSO Financial Services and product companies.• Provide Branch and Member Service Center team members with pertinent referral and product training.• Attend regular product and sales training meetings.• Research and solve Member problems and complaints in an accurate and timely manner.• Prepare regular client mailings/calls for birthdays, holidays and other events as assigned.Administration:• Complete all transactions within all regulatory organizations (i.e., FINRA and the SEC) and credit union procedures and regulations.• Research and repair all “Back to Rep” and NIGO (“not in good order”) items.• Complete daily, weekly, and monthly sales blotters and tracking reports.• Prepare and maintain complete and accurate client digital files, Member financial data, and documentation as directed by CUSO Financial Services and RCU.• Coordinate marketing and sales efforts to promote Redwood Credit Union.• Provide CUSO Financial Services and RCU with all materials distributed for signed approval from the compliance department.Other Functions:• Implement new investment and credit union related products and services with other team members of RCU.• Obtain additional licenses and education as assigned by management. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 29th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2024"• Recognized by Forbes as one of “America's Best Small Employers 2023" • Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities Knowledge of financial products and services. Knowledge of business or economics. Working and current knowledge of investment and insurance products. Working knowledge of the financial services industry. Excellent organizational and administrative skills. Excellent services skills. Skill in the operation of a PC with word processing, spreadsheet and investment related software. Skill in the operation of modern office equipment Ability to be self-motivated and directed. Ability to communicate effectively both verbally and in writing. Ability to effectively work on the telephone to obtain investment information. Ability to coordinate a variety of activities simultaneously and prioritize work. Ability and desire to work in a team environment. Ability to effectively promote and sell credit union products and services. Ability to analyze situations and recommend workable solutions for Members. Ability to establish and maintain effective working relationships with a diverse group of people. Ability to manage time efficiently and effectively and follow-through on tasks. Ability to work weekends and travel to one mandatory conference. Licenses and Certifications Must maintain Securities Series 7, 63, 65 and/or 66 and California Life/Health Insurance License. The ideal candidate has a combination of education and experience equivalent to an associate degree with a minimum of five years of investment sales experience with a credit union, bank, or investment company. Compensation: Base starting range: $68,640 annually commensurate with experience + commission. Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Redwood Credit Union offers a robust benefits package to our eligible employees including:• Competitive medical, dental, and vision insurance, mental health offerings• Employee performance incentive plan• Salary Advancement- Merit increase based on performance• 401(k) program with employer match• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks:• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans• RCU employees are eligible for a 1% discount on all recreational or boat loan products• 2% discount off Visas and LOC Loans through RCU• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.• 0% interest on garment, fitness, or home office equipment loan of up to $500• 100% financing for employee purchased homes! Physical Requirements:• Ability to lift up to 20 pounds.• Ability to bend, stoop, sit, walk, twist and turn.• Ability to use a computer keyboard and calculator.• Work environment is indoors with most of the time sitting at a desk.• Ability to travel to various branch locations. *Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at *********************.
    $68.6k yearly Easy Apply 3d ago
  • Patient Financial Advisor

    AHMC Healthcare 4.0company rating

    Daly City, CA jobs

    The primary purpose of this position is to ensure that appropriate reimbursement resources are in place for services provided at AHMC Seton Medical Center. The Patient Financial Advisor ensures that appropriate reimbursement resources are in place for services provided to ensure the financial viability of the facility. This includes the following: 1) Accurate and timely assessment of payer and patient legal liability; 2) Compliance with industry state, federal and local regulations and requirements; 3) Adherence to government and non government program requirements; 4) Effectively communicating with patients as to program requirements, personal payment liabilities, and options for care and placement that allow for informed decisions by the patient and his/her family while protecting the financial interest of the hospital facility; 5) Requesting prior authorization from the payers for patients that have been or are in the process of being admitted into the hospital's acute care departments including but not limited to ICU, Telemetry, and Medical/Surgical Units. Responsibilities 5-9 years Patient Accounting experience in a large metropolitan medical center, large freestanding clinic, or chain of free standing clinics. Must effectively operate a 10-key adding machine by touch, and must type 40 wpm with minimal errors (5 or less). Must demonstrate effective interpersonal skills and communication skills. Demonstrated effective expertise in insurance confirmation and insurance benefit follow-up and credit and collections. Demonstrated knowledge of the role that Utilization Review, Discharge Planning (Case Management), Admissions, Medical Information Department, and related departments all have on the impact of reimbursement. Positive group dynamics and a firm commitment to quality performance of the department, and a firm commitment to the comprehensive achievement of the department goals and objectives Demonstrated knowledge of the legal requirement of collections. Gather and analyze all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care medically appropriate, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source. Interpret and relay provisions and requirements of applicable private, federal, state and county aid programs to patients and physicians, explaining any and all obligations and rights under the given program. Provide all alternatives at hand and counsel patients regarding realistic financial ability to pay for medical care. Assist in budget when necessary. Interview and correspond with patients, relatives, attorneys, employers and welfare agencies to obtain information, explain Regional policies, receive payment and arrange payment plans which fulfill the financial policy requirements of the Region. Evaluate a wide variety of deeds, life insurance policies, negotiable securities, and miscellaneous collateral to determine security value as appropriate. Obtain real estate property and other financial information and liens, assignment of insurance policies or benefits and third party liability liens as appropriate, all within the legal policies and procedures set by federal, state and industry standards. Determine patient third party insurance coverage and validate benefits pertinent for services for benefits payment. Inform and advise the physicians of the patient's financial status, interpret third party insurance, and interpret and relay as appropriate the financial impact on the region and physician office, with all alternatives as apply in a given situation. Resolve problems involving interfacing of various private and government agencies to ensure appropriate billing and reimbursement for services which have been provided by the Region. Apply sensitivity to the patient's medical situation in the counseling of a patient about his/her financial relationship to services provided so as to minimize impact during care while assuring that the patient can make informed choices about same. Interact professionally with Regional/Hospital staff to obtain all pertinent information protecting patient confidentiality while ensuring all components required for reimbursement are obtained. Any and all other functions required to ensure appropriate coverage and reimbursement for services are forthcoming from private, federal, state or county sources, protecting the financial viability of the Region. Age-Related Competency: Has demonstrated knowledge of and competence in age-related patient care, as defined and documented in department standards. Workplace Safety: Is aware of and works within hospital and departmental safety guidelines, including reporting potential hazards and hazardous behavior. Uses appropriate body mechanics and lifting devices, as needed, for all work assignments. LANGUAGE SKILLS: Ability to read, analyze, and interpret technical procedures, bank and financial forms/reports/documentation, patient accounting system screens/reports, and policies and procedures. Ability to write reports, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical and financial instructions. Ability to estimate staff workloads and to re-direct workflow as appropriate. Ability to analyze data and identify trends or patterns Qualifications QUALIFICATIONS: The incumbent must be able to perform each essential duty satisfactorily. The requirements below are representative of necessary knowledge, skill, and ability. Reasonable accommodations may be made to enable people with disabilities to perform essential functions. Hospital Description AHMC Seton Medical Center and AHMC Seton Medical Center is a 377-Bed facility encompassing acute care and post-acute services.
    $37k-80k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst I (Part Time, Day)

    Northbay Healthcare Corporation 4.5company rating

    Fairfield, CA jobs

    At NorthBay Health, the Financial Analyst I assists with the preparation of annual budgets and multi-year forecasting. Prepares, distributes, and analyzes routine and ad-hoc reports. Collects data from various sources, validates integrity, and loads to databases. PRIMARY JOB DUTIES Assists with the preparation of annual budgets, monthly statistical analyses, cost analyses, special ad-hoc reports and studies. Performs studies and validates data for cost accounting and government reporting. Prepares and analyzes reports as directed. Assists in consulting with department managers regarding financial and operational issues including report interpretation, scheduling, pricing and budget preparation. Performs other duties as assigned. At NorthBay Health, our vision is to be the trusted healthcare partner of choice for the communities we serve. We are dedicated to improving the well-being of our community by providing accessible, high-quality care to all who need it. Every member of our team plays a vital role in delivering compassionate and effective healthcare solutions. We invite you to join us in our mission to ensure that every patient and family member feels valued, respected, and cared for throughout their healthcare journey. Qualifications Education: B.S. in Finance, Accounting or related field. Experience: Two to three years financial analysis, report writing, database experience preferred. Skills: Intermediate Microsoft Office Suite skills, knowledge of relational databases. Knowledge of GAAP and laws, regulations and statutes governing the operation of healthcare providers. Requires a high comfort level with taking initiative and responsibility, high energy and productivity, and the ability to manage details in an organized work style. Must be able to work independently with a minimum level of supervision. Interpersonal Skills: Demonstrates the True North values. The True North values are a set of value-based behaviors that are to be consistently demonstrated and role modeled by all employees that work at NorthBay Health. The True North values principles consist of Nurture/Care, Own It, Respect Relationships, Build Trust and Hardwire Excellence. Hours of Work: Start and end times and other hours of work are subject to business need. Compensation: Hourly Salary Range $44 - $54 per hour. (Offered hourly rate based on years of experience in a Financial Analyst role, MAX rate is commensurate to 20+ years of experience)
    $44-54 hourly Auto-Apply 60d+ ago
  • Financial Analyst

    DHD Consulting 4.3company rating

    California jobs

    Responsible for the managerial financial reports. Ensure that accurate and reliable financial information is provided to management for decision making and planning. :include but are not limited to the following: Prepare and provide timely and accurate monthly management financial statements Perform detailed analysis using reports and metrics to verify data and ensure that financial information is accurate Find discrepancies between the financial and management reports Analyze various financial reports and prepare analyzing report for management meetings Forecast weekly and monthly closing PL Assist other departments in furnishing financial information and financial reports; research and respond to queries regarding items in question Work closely with non-US based parent company, promptly and accurately respond to email requests received Coordinate and communicate internally and externally on various projects Support preparation of audits COMPETENCIES Great excel skills Great communication skills Great attention to detail Teamwork QUALIFICATIONS Qualification for a financial analyst include having strong analytic skills; being able to handle multiple projects in a given time, including during deadline periods; being a self-starter as well as a team player. Bachelors degree in accounting, finance, or related field 3 years of financial analyst experience Knowledge of general accounting principles and general ledger Sage or SAP experience highly preferred Maintain high attention to detail and strict deadlines Strong communication skills both verbal and written Bilingual English and Korean required Advanced-level proficiency in MS Excel and MS Office Employee Benefit Health Insurance options: PPO Medical, Dental, Vision covered (Company 100% paid) *insurance starts on the very 1st date. Life Insurance (Company 100% paid) Flexible Time (starting time can vary everyday) Short Term and Long-Term Disability Leave (short term 100% covered) Lifestyle Allowance (up to net $70 per Month) Cellphone reimbursement eligible Employee Discounts (40% off company products & services) 401(k) 5% Match (no vesting period!) from Day 1 Paid Time Off (generous and increases by tier!): Max ceiling of 180 hours PTO (15 days) the 1st year and increases by tier. Wellness Day: 40 Hours (Use it or Lose it System) Paid Maternity Leave (paid 100% for 12 weeks) Paid Secondary Caregiver Leave (up to 2 weeks) Paid Creative Leave Paid Holidays (11 days) Educational Benefit Employee Club Activities & Much More! Experience: Microsoft Powerpoint: 3 years (Required) Ability to Commute: Commerce, CA 90040 (Required)
    $62k-95k yearly est. 60d+ ago
  • Surrogacy Opportunity - Make an Impact and Earn Financial Rewards

    Shining Light Baby 3.5company rating

    Fernley, NV jobs

    As a Shining Light Baby surrogate, you'll experience the amazing joy of helping create families while receiving exceptional support and care throughout your journey. Begin your extraordinary surrogacy journey with Shining Light Baby and become a part of something truly special. Who Can Become a Surrogate? To ensure a safe and healthy surrogacy journey, there are specific qualifications that must be met: Age: Between 21-40 years old. Pregnancy: Have had at least one successful pregnancy without complications. Support: Live in a stable and supportive environment. Health: Obtain approval from your OB/GYN. Lifestyle: Lead a healthy, non-smoking lifestyle. Benefits of Becoming a Surrogate With comprehensive support from our team at Shining Light Baby, you will be guided every step of the way, ensuring a positive and fulfilling experience. Embrace the chance to create lasting joy and become part of a beautiful story of love and life. Make a Difference: Experience the joy of helping intended parents achieve their dream of having a child Emotional Fulfillment: The surrogacy journey is deeply rewarding and life-changing Financial Compensation: Earn $75,000 or more for your time, effort, and commitment Comprehensive Support: Benefit from our extensive support network, including medical, legal, and emotional assistance About Us At Shining Light Baby, we believe in the power of giving the gift of life. Becoming a surrogate is an extraordinary journey filled with joy, fulfillment, and the opportunity to help build families. We are here to support you every step of the way. We pride ourselves on our personalized approach, understanding that every surrogacy journey is unique. Our experienced team is committed to ensuring that you are well informed, comfortable, and confident throughout the entire process. If you're ready to begin this incredible journey and make a profound impact on a family's life, we invite you to take the first step. Visit our website to find out if you qualify and our team will be in touch with you to guide you through the next steps.
    $15k-20k yearly est. 7d ago

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