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Senior SAP Finance Leader - Retail & Grocery Transformation
Accenture 4.7
Finance consultant job in California, MO
A global consulting firm is seeking a seasoned SAP Finance Transformation professional in California. You will engage with senior finance executives to lead SAP projects, drive complex workshops, and architect innovative financial solutions. The ideal candidate has significant SAP functional expertise, proven advisory experience, and a collaborative mindset. This role offers competitive compensation, a diverse work culture, and opportunities for personal and professional growth.
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$87k-134k yearly est. 1d ago
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Strategic CAO: Financial Policy, Grants & Audit Lead
A & Associates 3.3
Finance consultant job in Saint Louis, MO
A leading staffing agency is seeking an experienced Accounting Division Director. The role involves overseeing daily operations, ensuring compliance with regulations, and managing financial reporting. Requires a Bachelor's degree and nine years of relevant experience. The position offers extensive benefits including paid medical insurance and generous PTO. This is a full-time role based in St. Louis, MO.
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$78k-103k yearly est. 4d ago
Financial Professional
Bankers Life 4.5
Finance consultant job in Chattanooga, TN
What are you looking for in your next opportunity-growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we're a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.
We support you every step of the way:
No finance background? No problem-no experience needed - sales, customer service, or people-facing experience is a big plus!
First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
Next, we help you prepare for the Securities Industry Essentials (SIE ) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
Award winning mentorship and training programs that support your move into wealth management and sales leadership.
Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.
*The SIE is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor. BL-1771-ADV-1025
Why Join Us?
Top-tier training with mentors and resources to help you succeed at every level.
Your career, your pace by moving into a leadership role in as little as 12 months.
Continuous support with tech tools, marketing leads, and team collaboration.
Unlimited income streams include uncapped commissions, renewals, bonuses and more.
Live life with exciting awards trips, lasting friendships, and true work-life integration.
Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.
Apply and learn more.
Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.
Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed-Involve Risk-May Lose Value.
$46k-77k yearly est. 5d ago
Delivery Consultant, WWPS ProServe
Amazon 4.7
Finance consultant job in Saint Louis, MO
Application deadline: Applications will be accepted on an ongoing basis
The Amazon Web Services Professional Services (ProServe) team is seeking a skilled Delivery Consultant to join our team at Amazon Web Services (AWS). In this role, you'll work closely with customers to design, implement, and manage AWS solutions that meet their technical requirements and business objectives. You'll be a key player in driving customer success through their cloud journey, providing technical expertise and best practices throughout the project lifecycle. Possessing a deep understanding of AWS products and services, as a Delivery Consultant you will be proficient in architecting complex, scalable, and secure solutions tailored to meet the specific needs of each customer. You'll work closely with stakeholders to gather requirements, assess current infrastructure, and propose effective migration strategies to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions, you will be responsible for leading the implementation process, ensuring adherence to best practices, optimizing performance, and managing risks throughout the project.
The AWS Professional Services organization is a global team of experts that help customers realize their desired business outcomes when using the AWS Cloud. We work together with customer teams and the AWS Partner Network (APN) to execute enterprise cloud computing initiatives. Our team provides assistance through a collection of offerings which help customers achieve specific outcomes related to enterprise cloud adoption. We also deliver focused guidance through our global specialty practices, which cover a variety of solutions, technologies, and industries.
This position requires that the candidate selected be a US Citizen and must currently possess an active Top Secret security clearance. The position further requires that, after start, the selected candidate obtain and maintain an active TS/SCI security clearance with polygraph and satisfy other security related requirements.
Key job responsibilities
As an experienced technology professional, you will be responsible for:
- Designing and implementing complex, scalable, and secure AWS solutions tailored to customer needs
- Providing technical guidance and troubleshooting support throughout project delivery
- Collaborating with stakeholders to gather requirements and propose effective migration strategies
- Acting as a trusted advisor to customers on industry trends and emerging technologies
- Sharing knowledge within the organization through mentoring, training, and creating reusable artifacts
About the team
About AWS
AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS? Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Inclusive Team Culture Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon conferences, inspire us to never stop embracing our uniqueness.
Mentorship & Career Growth We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Basic Qualifications
- Bachelor's degree in Computer Science, Engineering, or a related field
- 3+ years of experience in cloud architecture and implementation
- 3+ years of software development tools and methodologies
- Current, active US Government Security Clearance of TS/SCI with Polygraph
Preferred Qualifications
- AWS experience preferred, with proficiency in a wide range of AWS services (e.g., EC2, S3, RDS, Lambda, IAM, VPC, CloudFormation)
- AWS Professional level certifications (e.g., Solutions Architect Professional, DevOps Engineer Professional) preferred
- Experience with automation and scripting (e.g., Terraform, Python)
- Knowledge of security and compliance standards (e.g., NIST, ICD)
- Strong communication skills with the ability to explain technical concepts to both technical and non-technical audiences
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
The base salary range for this position is listed below. For salaried roles, your Amazon package will include listed sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at ***************************************************** .
Colorado $131,300 - $177,600 annually
National $118,200 - $204,300 annually
$131.3k-177.6k yearly 7d ago
Trade Analyst
Hiretalent-Staffing & Recruiting Firm
Finance consultant job in Franklin, TN
🔍 Customs & Trade Operations Analyst (Metals Compliance)
📍 Hybrid | Franklin, TN (2 days onsite per week)
Our Client, a global leader in energy management and industrial automation, is looking for a detail-driven Customs & Trade Operations Analyst to join their Customs & Trade Operations team. This role plays a critical part in ensuring trade compliance for complex manufactured products, with a specialized focus on metals compliance across steel, aluminum, and copper.
If you enjoy working at the intersection of compliance, manufacturing data, and cross-functional collaboration, this is a strong opportunity to make an impact in a highly visible trade operations environment.
What You'll Be Doing
Review and analyze Bills of Materials (BOMs) to validate accurate metal weight declarations for finished goods
Ensure compliance related to steel, aluminum, and copper used in manufactured products
Partner closely with procurement and engineering teams to confirm material data accuracy
Support import and export operations, including documentation review and customs clearance activities
Coordinate with and audit customs brokers, resolving discrepancies in declarations and duties
Maintain compliance records and prepare trade-related reports
Support internal and external audits
Manage and contribute to trade compliance improvement projects
What We're Looking For
Bachelor's degree in Supply Chain, Business Operations, Engineering, or a related field, or equivalent experience
Hands-on experience with BOM analysis and material data in a manufacturing or trade environment
Strong understanding of metals compliance, particularly steel, aluminum, and copper
Working knowledge of import/export regulations, tariff classification, and customs documentation
Experience with customs systems such as ACE and ERP platforms
Project management experience is a plus
Strong analytical, organizational, and communication skills
Ability to manage multiple priorities and work independently in a fast-moving environment
Work Setup
Hybrid role based in Franklin, TN
2 days onsite per week for collaboration and training
Additional onsite days may be required during onboarding or key project phases
Job Information
State of Tennessee Job InformationOpening Date/Time01/06/2026 12:00AM Central TimeClosing Date/Time01/26/2026 11:59PM Central TimeSalary (Monthly)$5,647.00Salary (Annually)$67,764.00Job TypeFull-TimeCity, State LocationElizabethton, TNDepartmentEducation
LOCATION OF (1) POSITION(S) TO BE FILLED: DEPARTMENT OF EDUCATION, ADMINISTRATION DIVISION, CARTER COUNTY
This position serves the First TN region, which is located in the states far northeast.
For more information, visit the link below:
Working Title: Regional FinanceConsultant
Qualifications
Education and Experience: Graduation from an accredited college or university with a bachelor's degree and at least three years of full-time work experience in accounting, finance, budget, or related fields.
OR
Master's degree with concentration in business, accounting, or finance and at least one year of full-time related work experience.
Necessary Special Qualifications:
Applicants for this class must:
Possess a valid drivers license.
Overview
Under general supervision, is responsible for accounting, budget and fiscal consultation of considerable difficulty; and performs related work as required. This classification is not within a series. Incumbents in this classification are employed in the Center for Regional Excellence (CORE) unit within the Tennessee Department of Education (TDOE) and consult with local education agencies (LEAs) regarding local, state, and federal-level financial strategies.
Responsibilities
Serves as subject matter expert on local, state, and federal fiscal policies and procedures for local education agencies (LEAs). Advises LEAs on efficient use of resources across all funding streams toward student achievement goals.
Develops strategies for the efficient use of financial resources in order to assist LEAs in meeting student achievement goals. Strategically organizes fiscal matters appropriately based on departments systems for consolidated planning and monitoring.
Analyzes the use of funds to help LEAs identify potential redundancies across programs to ensure efficient use of resources. Assists LEAs with preparation and submission of appropriate budgetary and fiscal documents, including preliminary budgets, amendments as needed, and reports.
Advises LEAs on alternative or additional sources of revenue (e.g., competitive grants, foundations, partnerships, etc.). Advises LEAs on how to perform complex reconciliations of general ledger accounts and in the preparation of complex financial activity reports.
Consults with LEAs on the need for alignment between fiscal matters and programmatic plans and initiatives. Assists LEAs in practically connecting fiscal matters with programmatic plans and initiatives.
Assists CORE directors with LEA planning processes and providing fiscal advice. Collaborates closely with CORE director and coordinated monitoring specialist to ensure alignment on consolidated planning, monitoring and finance.
Communicates essential financial information to internal and external stakeholders. Communicates complex accounting principles and fiscal matters to non-experts.
Provides professional development and technical assistance concerning internal controls, fiscal policies and procedures in order to build capacity within the LEA. Conducts training in departmental policies, procedures, processes, and software systems.
Competencies (KSA's)
Competencies:
Drives Results
Global Perspective
Self-Development
Builds Effective Teams
Manages Ambiguity
Knowledges:
Economics and Accounting
Administration and Management
Microsoft Excel
Skills:
Speaking
Social Perceptiveness
Critical Thinking
Instructing
Time Management
Abilities:
Written Comprehension
Category Flexibility
Information Ordering
Deductive Reasoning
Visualization
Tools & Equipment
Personal Computer
Telephone
Fax Machine
Scanner/Copier
Calculator
$67.8k yearly 3d ago
Financial Advisor - Securities Administration - Lexington, KY
Wesbanco Bank Inc. 4.3
Finance consultant job in Lexington, KY
Back Financial Advisor - Securities Administration #42-8201 Lexington, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Sir Barton Way - Lexington, KY.
Market Lexington Work Hours per Week 37.5 Requirements
Bachelor's Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
Job Description
SUMMARY:
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events in support of WesBanco Securities.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Lexington, Kentucky, United States
$51k-86k yearly est. 3d ago
Financial Analyst (Healthcare Reimbursement)
Comrise 4.3
Finance consultant job in Nashville, TN
Duration: 6 months
Pay Rate: $41-43/hour on W2
Hours: M-F 8am to 5pm
Works with the Financial Services team to support the reimbursement staff in the areas of Medicare DSH claimed on the Filed Cost Reports.
They will also prepare the S-10 Charity/Uninsured and Bad Debt Analysis for the cost report filings.
Major Responsibilities:
Medicare DSH Reimbursement
Accumulate Medicaid eligible days for the Disproportionate Share Reimbursement Calculation on the Filed Cost Report
Assist in supporting all DSH Audits
Completing Appeal Package for DSH related appeals
Performing Medicaid eligibility rematches as needed on a hospital by hospital basis.
Compile all documentation to support the DSH related protest calculations on the filed cost report.
Worksheet S-10:
Complete S-10 Charity/Uninsured Analysis for the filed cost report based upon the current regulations, by performing the steps in the Access model as required
Complete the Bad Debt GL Reconciliation between S-10 and the hospital's general ledger
Assist with supporting all S-10 audits
Compile the 1115 waiver protest days for the states in which this protest applies
Cost Report Simplification
Assist the Financial Services team with supporting the Dodeca tools used by the reimbursement stafff
Compile the CR statistics Dodeca tool for each hospital
Performs other duties as assigned
Requirements:
Bachelor's degree in finance, accounting, or related field
5 years of experience in healthcare reimbursement, demonstrating a working understanding of Medicare regulations and reimbursement principles
Highly proficient in Microsoft Office (strong analytical skills using Excel and Access - using tables, queries, and forms) with the ability to efficiently process and interpret significant amount of patient related data
Knowledge of patient accounting systems
Must have an expert command of Microsoft Office (tables, queries, and forms) and the ability to interpret large volumes of patient-related data.
Must have strong knowledge of Medicare third-party billing, reimbursement, and regulatory compliance.
$41-43 hourly 4d ago
Wealth Management & Investment Advisor
First Mid Bank & Trust 4.0
Finance consultant job in Clayton, MO
Wealth Management & Investment Advisor Location: Clayton, MO
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives. Responsibilities include, but are not limited to:
Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship
Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients
Represent First Mid and provide leadership in key community activities, committees and business development
Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets
Performs related duties as assigned
Qualifications Education/Experience:
Minimum 4 years sales experience in the wealth management and investment services industry
Bachelor's degree strongly preferred; Master's degree or related professional certification a plus
Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4
Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred
Skills:
Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners
Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results
Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship
Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation
Proficiency with Microsoft Office Suite
First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Pay Range: $49,000 - $61,300 per year Apply for this Position
$49k-61.3k yearly 3d ago
Private Client Advisor II
Bank of America 4.7
Finance consultant job in Saint Louis, MO
Clayton, Missouri
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Leads the Client Process Management Process within the client team to identify new business development opportunities
+ Sources new clients in alignment with the bank's established risk appetite
+ Leads the client team to deliver meaningful interactions and a Branded Client Experience
+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
+ Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
+ Encourages use and adoption of digital capabilities to enhance the client and client team experience
+ Builds relationships with internal and external partners and centers of influence
**Required skills:**
+ 12+ years of private banking or complex financial services experience ORequivalent financial services/business experience
+ Responsible for driving new business development for target client segment ($3MM++ investable assets)
+ Present to clients a holistic approach, leveraging the entire Private Bank platform
+ A high touch, client-focused individual with exceptional interpersonal skills
+ A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
+ Ability to influence; proactively asks for and closes business
+ Solutionsoriented;sales and financial aptitude a must
+ Must be a skilled negotiator
+ Ability to work and identify the need for team specialists; collaborate closely with other team members
+ Takes on a leadership role on the team and within the business community
+ Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
**Desired skills:**
+ MBA or Post-Graduate Degree preferred
+ CFP, CPA, CFA, CTFA, CFM or JD a significant plus
**Additional Skills Used in this Role:**
+ Business development
+ Prospecting and Qualification
+ Oral Communication
+ Investment Products and Solutions
+ Client team management
+ Influencing
+ Consulting
+ Problem Solving
+ Investment Products and Solutions
+ Advisory Sales
+ Pipeline management
+ Active Listening
+ Collaboration
+ Transitioning client conversations
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$58k-83k yearly est. 2d ago
Senior Financial Analyst
The Judge Group 4.7
Finance consultant job in Columbia, TN
The Judge Group is currently hiring a Senior Financial Analyst for a fantastic client of ours in Columbia, TN! This is a direct hire, full time position. Interested and qualified candidates are encouraged to apply!
The Senior Financial Analyst is an integral member of the Fiscal Planning department, working under the supervision of the Controller. This role serves as a liaison between Finance and department managers, ensuring accurate financial reporting against budgets and benchmarks. The position collaborates with the Management Team to develop annual capital and operating budgets, monitors biweekly productivity, and provides monthly and ad hoc reporting.
Key Job Responsibilities
Create, validate, and distribute monthly financial reports.
Conduct monthly financial review sessions with department managers.
Prepare monthly net revenue calculations and reconciliations.
Act as liaison between Finance and department managers.
Develop annual capital and operating budgets with manager input.
Serve as backup for biweekly productivity reporting and system maintenance.
Provide education and training on financial topics and fiscal planning tools across the organization.
Fulfill data requests related to strategic planning and projects.
Compile and report monthly statistics.
Expand utilization of financial and reporting systems.
Key Values and Standards
Demonstrate teamwork and collaboration.
Uphold organizational values and service excellence.
Support patient-centered care and stewardship of resources.
Meet educational and competency requirements.
Job Requirements
Experience:
Required:
5 years in Finance or Accounting
Preferred:
5 years in Financial Analytics
Skills:
Strong analytical and problem-solving skills
Proficiency in financial reporting systems and tools
Excellent communication and interpersonal skills
$65k-86k yearly est. 1d ago
Maximo MAS Consultant
Tekgence Inc.
Finance consultant job in Saint Joseph, MO
Required Technical Skill Set: Maximo Application Suite (MAS), MAS Health & Monitor, DB2, Leading high-performance teams
MAS implementation experience is MUST
MAS Health and Monitor experience is Must
CRITICAL - Experience of implementing Maximo (7.6 or higher) end-to-end (preferably for a Manufacturing Customer).
CRITICAL -MAS Health & Monitor
CRITICAL -Maximo Application Suite (MAS) 8.x or above
CRITICAL -Maximo Implementation/ Upgrade/ Support experience: 7.6 or higher.
$62k-86k yearly est. 2d ago
Senior Analyst, Multifamily Investment Sales
Walker & Dunlop 4.9
Finance consultant job in Nashville, TN
Department:
Multifamily - Sales
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country.
The Impact You Will Have
The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position.
Primary Responsibilities
Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model
Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics
Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals
Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings
Conduct transaction coordination and due diligence coordination for the Investment Sales team
Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval
Contact interested parties to remind them of missing documents
Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal
Monitor and assess the progress of sales so that important deadlines are met and contingencies are released
Provide preliminary audits of files for management review
Perform other duties as assigned
Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday
Education and Experience
Bachelor's degree (Finance and/or Real Estate concentration preferred)
2+ years of experience in Finance, Real Estate or related field preferred
Knowledge, Skills and Abilities
Client relationship management skills
Excellent attention to detail and organizational skills
Ability to accurately and productively handle multiple tasks during time sensitive situations
Ability and willingness to work extended hours or weekends to meet deadlines when appropriate
Excellent financial modeling skills including thorough knowledge of Excel
Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed
Advanced written and oral communication skills
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
#LI-CR1
#LI-Onsite
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$70k-101k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Jackson, TN
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$53k-94k yearly est. Auto-Apply 15d ago
Investment Banking Analyst (Summer 2026 Start)
Fireclay Partners
Finance consultant job in Kansas City, MO
Analyst - Fireclay Partners (In-Person | Downtown Kansas City)
About Fireclay
Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate.
What You'll Do
Build financial models & valuation work (DCF, comps, accretion/dilution).
Create client materials: teasers/CIMs, pitches, management presentations.
Support buy-side & sell-side execution: diligence, data rooms, process tracking.
Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable.
Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens.
Synthesize findings into client-ready insights for senior bankers & C-suite.
This role is in-person at our downtown KC HQ; occasional client travel.
What You Bring
Bachelor's in Finance, Econ, Business, or related.
0-3 years in investment banking, consulting, corp dev/finance, or relevant internships.
Strong Excel/PowerPoint; crisp writing & presentation.
Organized, detail-obsessed, and comfortable juggling multiple workstreams.
Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics.
Why Fireclay
Direct exposure to live deals and senior decision-makers.
Multi-sector learning with room to go deep where you're strong.
Small, entrepreneurial team-outsized impact from day one.
Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.
$56k-89k yearly est. Auto-Apply 60d+ ago
Corporate Functions (IT, Finance, HR)- Tennessee
Little Leaf Farms
Finance consultant job in Manchester, TN
Grow With Us at Little Leaf Farms Little Leaf Farms is on a mission to transform how fresh food is grown and delivered. Our state-of-the-art greenhouses use sustainable practices to produce the freshest, best-tasting leafy greens-grown locally, year-round. As we prepare to open a new site, we're building a strong pipeline of passionate, hardworking individuals interested in joining our operations team.
Interested in a Future Role? Apply now to express your interest in joining our new facility once it opens. Submit your resume or complete our quick application form. We'll be in touch as hiring begins in 2026.
Potential Roles May Include:
Human Resources Business Partner / Manager
Talent Acquisition Specialist / Recruiter
IT Systems Analyst / Support Specialist
Corporate Operations
Requirements
What We Look For:
* Proven experience in your respective field
* Strong communication and collaboration skills
* Ability to thrive in a fast-paced, mission-driven environment
* A passion for innovation, sustainability, and continuous improvement
Why Little Leaf Farms?
* Be part of a purpose-driven company that is reshaping the future of CEA
* Work alongside passionate, talented professionals
* Competitive compensation and benefits
* Opportunity to grow with a rapidly expanding organization
$46k-70k yearly est. 60d+ ago
Financial Relationship Advisor- Floating Louisville Area
Park Community Credit Union 4.0
Finance consultant job in Louisville, KY
Role: By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures.
Essential Functions & Responsibilities:
greet all visitors in a friendly, sincere manner and assist members professionally.
act as an advocate for members in the branch and on the phone.
build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness.
develop and maintain strong member relationships through proactive follow up and actively identify members' needs to recommend appropriate products, services, and solutions.
assist members with navigating and adopting existing and new digital technology.
establish and maintain strong, positive, and productive working relationships with internal and external members.
actively collaborate with partners in other lines of business to provide solutions to meet members' financial needs and goals.
maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member's financial needs.
process teller transactions and open and close accounts, including general membership, custodial, etc.
perform account maintenance, maintain and update records.
assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
focus on accuracy in all areas, ensuring errors/corrections are minimal.
maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations.
keep manager informed of any issues that may arise.
while acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues.
achieve individual goals and contribute to branch and organizational objectives.
performs other duties as assigned.
Performance Measurements:
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:
Vibrant Connections
Inclusive Excellence
Bold Compassion
Endless Empowerment
2. To provide friendly, professional and accurate service and support to all members and coworkers.
3. To identify members' needs, recommend products, and process requests with a minimal number of errors.
4. To develop and improve knowledge and skills in Financial Services area.
5. To follow the credit union's Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
6. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
7. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education : A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds. Company Description:
Park Community is Kentucky's largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.
PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED
Compensation details: 23-24
PI14f463c9f3e5-31181-39330025
$37k-51k yearly est. 8d ago
Analyst Corporate Development
Regent Surgical 3.9
Finance consultant job in Franklin, TN
About the role
The Analyst Corporate Development is critical to Regent's success in meeting its growth and profitability objectives. In collaboration with Business Development, Operations, Managed Care, Finance and other internal stakeholders, this individual will provide financial guidance and create detailed projections and analyses in support of our efforts to acquire and develop new ambulatory surgical centers (ASCs). This position reports to the Sr. Director Corporate Development.
This position requires you to reside near the Franklin TN area and work onsite four days per week.
DUTIES/RESPONSIBILITIES:
Pro forma financial modeling
Create pro forma financial models for ASC acquisition, merger, and de novo opportunities
Collaborate with Business Development, Operations, and other internal stakeholders to determine appropriate assumptions used in the financial models
Project surgical case volumes and reimbursement rates through a) mapping and manipulating available claims data and b) applying managed care contract assumptions
Consolidate, map, and analyze historical financial data
Produce pro forma financial statements and evaluate investment returns, including internal rate of return
Review financial model results with internal stakeholders, advise of risks and mitigants, and make recommendations that improve the accuracy and viability of projects
Develop presentation materials for internal investment approval meetings, as well as external meetings with leaders at target ASCs
Perform look-back analyses to compare actual results to model
Strategic financial analysis
Attend strategy meetings to gain context to projects for more thoughtful analyses
Conduct market evaluations to understand the local healthcare market and evaluate potential financial and strategic impacts
Identify trends, advise internal teams, and consult with management to guide and influence long-term strategic decision-making
Due diligence
Lead and direct due diligence across multiple deals, which include comprehensive financial and operational analysis, quality of earnings, understanding the accounting/finance organization, and identification of potential integration considerations
Qualifications
Required:
Two+ years of experience in finance, investment banking, healthcare consulting, or related field r
Strong Microsoft Excel skills, PowerPoint
Preferred:
Bachelor's degree in Finance, Business, Accounting, or a related field
Healthcare industry experience
Transactional and M&A experience
Ability to work and effectively communicate with senior-level colleagues
Knowledge of financial reporting and data mining tools such as SQL, Access, etc. helpful
Provides analytical support for the Corporation through reporting and interpretation of healthcare data.
Responsibilities
Provides analytical support related to reimbursement to all levels of the organization.
Assists hospital Business Offices in working payment variances in a timely manner.
Assists with month end close process for Managed Care.
Works to support the system in regards to insurance master structure and maintenance
Completes assigned goals.
Requirements, Preferences and Experience
Education
Preferred: MBA
Minimum: Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience.
Experience
Preferred: Experience in decision support or managed care. In depth knowledge of managed care contract language.
Minimum: Five or more years experience in healthcare data reporting area such as managed care or decision support role.
Special Skills
Minimum: Excellent communication skills and demonstrated ability to interact with multiple levels within an organization.
Training
Preferred: Epic HB Contracts Module Pathways Contract Management (PCON) experience.
Minimum: Expert level Excel, including using pivot table, and slicers.
About Baptist Memorial Health Care
At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey.
At Baptist, We Offer:
Competitive salaries
Paid vacation/time off
Continuing education opportunities
Generous retirement plan
Health insurance, including dental and vision
Sick leave
Service awards
Free parking
Short-term disability
Life insurance
Health care and dependent care spending accounts
Education assistance/continuing education
Employee referral program
Job Summary:
Position: 1970 - Analyst-Revenue Cycle Financial
Facility: BMHCC Corporate Office
Department: HS Revenue Cycle Corporate
Category: Finance and Accounting
Type: Non Clinical
Work Type: Full Time
Work Schedule: Days
Location: US:TN:Memphis
Located in the Memphis metro area
Provides analytical support for the Corporation through reporting and interpretation of healthcare data. Responsibilities Provides analytical support related to reimbursement to all levels of the organization. Assists hospital Business Offices in working payment variances in a timely manner.
Assists with month end close process for Managed Care.
Works to support the system in regards to insurance master structure and maintenance
Completes assigned goals.
Requirements, Preferences and Experience
Education
Preferred: MBA
Minimum: Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience.
Experience
Preferred: Experience in decision support or managed care. In depth knowledge of managed care contract language.
Minimum: Five or more years experience in healthcare data reporting area such as managed care or decision support role.
Special Skills
Minimum: Excellent communication skills and demonstrated ability to interact with multiple levels within an organization.
Training
Preferred: Epic HB Contracts Module Pathways Contract Management (PCON) experience.
Minimum: Expert level Excel, including using pivot table, and slicers.
About Baptist Memorial Health Care
At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey.
At Baptist, We Offer:
Competitive salaries
Paid vacation/time off
Continuing education opportunities
Generous retirement plan
Health insurance, including dental and vision
Sick leave
Service awards
Free parking
Short-term disability
Life insurance
Health care and dependent care spending accounts
Education assistance/continuing education
Employee referral program
Job Summary:
Position: 1970 - Analyst-Revenue Cycle Financial
Facility: BMHCC Corporate Office
Department: HS Revenue Cycle Corporate
Category: Finance and Accounting
Type: Non Clinical
Work Type: Full Time
Work Schedule: Days
Location: US:TN:Memphis
Located in the Memphis metro area
How much does a finance consultant earn in Jackson, TN?
The average finance consultant in Jackson, TN earns between $41,000 and $94,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.