Post job

Finance Consultant jobs at Guidehouse - 3702 jobs

  • Vice President Finance

    Cade Partners 3.8company rating

    Atlanta, GA jobs

    Our company is building the next generation of specialty spine, neck and brain care, making it radically easier for patients, employers, providers, and payors to access high-quality, efficient care. The practice is undergoing an exciting period of growth and innovation. We're looking for a hands-on VP of Finance to own our finance and revenue cycle functions end-to-end and help scale our organization through its next phase of growth. As our VP of Finance, you'll serve as a strategic business partner to the portfolio company's CEO and leadership team driving financial performance, operational efficiency, and scalable systems that enable both clinical and business excellence. You'll lead a growing team and be responsible for corporate finance, FP&A, accounting, and revenue cycle management across the enterprise. This is a builder role: you'll architect the financial infrastructure, roll up your sleeves to execute, and iterate quickly based on data and insights. What you'll own You'll be responsible for building a world-class finance function that supports the company's mission, growth, and operational discipline. 1. Corporate Finance (80%) Strategic Planning & FP&A Lead all financial planning, budgeting, forecasting, and strategic modeling to support growth and new initiatives. Partner with the CEO and leadership team to translate strategic objectives into actionable financial plans. Accounting & Controls Oversee all accounting operations, including monthly and annual close, audit readiness, and financial compliance. Ensure accuracy, timeliness, and transparency across reporting processes. Performance Measurement Design and maintain executive KPI dashboards and internal reporting infrastructure. Deliver clear financial insights and recommendations that drive decision-making. Cash Flow & Capital Management Manage banking relationships, credit facilities, cash flow forecasting, and capital allocation. Evaluate investment and financing opportunities to optimize the company's capital structure. Business Partnering Provide strategic financial guidance on new service lines, M&A opportunities, and technology investments. Support operational teams with data-driven insights to improve margins, productivity, and ROI. 2. Revenue Cycle Management (20%) RCM Leadership Oversee end-to-end revenue cycle operations, including documentation, coding, charge capture, and payer contracting. Implement performance dashboards to monitor key RCM metrics (AR days, denial rates, collection efficiency). Payer Relations & Contracting Strengthen payer relationships to optimize reimbursement and reduce denials. Negotiate contracts that align incentives and improve cash conversion cycles. Compliance & Optimization Partner with clinical leaders to ensure compliant, efficient billing processes. Leverage AI and automation tools to streamline workflows, reduce manual work, and increase throughput. What we're looking for Must-have experience 5+ years in a finance leadership role within a small or high-growth organization; healthcare experience strongly preferred. Proven track record of leading FP&A, accounting, and revenue cycle functions with full ownership of financial results. Deep understanding of GAAP accounting, healthcare billing, and RCM operations. Strong analytical and technical orientation, comfortable using automation, data analytics, and AI-driven tools. Exceptional communicator able to translate financial data into actionable strategy for executives, clinicians, and investors. Demonstrated ability to build scalable financial systems and deliver measurable impact. Proven people leader with experience managing and developing cross-functional finance teams. Academic excellence GPA 3.7+ from a top-tier university or equivalent achievement. How you work Hands-on: You're comfortable digging into models, reconciling accounts, and refining reports, whatever it takes to get to truth and clarity. Owner mentality: You think in terms of enterprise value and long-term impact, not just monthly results. Analytical & curious: You love finding insights in numbers and building the systems that make them visible. Collaborative: You communicate clearly across clinical, operational, and executive teams to keep everyone aligned. Low ego, high EQ: You balance rigor with empathy, driving results while building trust. What we're offering Base Salary: $200,000 - $250,000 per year, depending on experience and fit. Upside: Participation in the company's stock option program (meaningful equity aligned with value creation). Comprehensive benefits: Medical, dental, and vision coverage. Retirement plan: 401(k) or equivalent with employer contribution/match. Paid time off: Competitive vacation, sick leave, and holidays. Professional development: Support for courses, certifications, and leadership programs relevant to finance and healthcare. High-impact environment: Direct visibility from your work to patient outcomes, operational performance, and enterprise value creation across Cade's healthcare portfolio.
    $200k-250k yearly 2d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Financial Relationship Consultant

    The Intersect Group 4.2company rating

    Southlake, TX jobs

    The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Location: Southlake 76092 (near S Carroll Avenue and E Southlake Blvd) Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: Typically 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proven customer service skills Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Proactive phone calls to both existing and prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations. Assist in community awareness events to increase bank outreach and foster new business opportunities. Assist management with various operational duties and responsibilities. Abide by Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support
    $75k-106k yearly est. 5d ago
  • Senior Finance Manager

    The Intersect Group 4.2company rating

    Atlanta, GA jobs

    We're looking for a Senior Manager, Corporate Finance to lead capital and liquidity management, elevate long-term strategic planning, and serve as a trusted partner to our lending institutions. This high-impact role partners daily with accounting, treasury, analytics, and merchandising-helping guide financial decisions that shape the future of the business. What You'll Do: • Build and manage advanced financial models (3-statement, multi-year, weekly cash flow) • Oversee liquidity planning in partnership with Treasury • Own all lending partner deliverables, including borrowing base submissions and compliance reporting • Collaborate cross-functionally to produce accurate, timely reporting and analysis • Present financial and operational insights to both internal and external stakeholders • Apply rigorous quantitative and qualitative analysis to drive recommendations and decision-making Requirements: • Deep expertise in capital structure and liquidity management Consulting or restructuring experience • Advanced modeling + strong Excel/PowerPoint skills • Strong understanding of credit facilities and debt instruments • Exceptional communication, accuracy, and attention to detail • Ability to collaborate across teams and manage external relationships • Bachelor's in Finance/Accounting + 7 years of relevant experience (2+ years leadership preferred) Bonus Points: • • PE-backed environment exposure • MBA • Experience with Anaplan, Power BI, SQL If you're ready to take on a visible, strategic role with room to grow-we'd love to connect.
    $101k-146k yearly est. 1d ago
  • Corporate and Transactional Analyst (CPA)

    James Bates Brannan Groover LLP 4.3company rating

    Atlanta, GA jobs

    James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office. Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others. Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years. This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry. This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents. Qualifications Active CPA license required 5-10 years of experience in public accounting, corporate finance, and transactional tax Solid understanding of financial statements and financial accounting principles Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts Excellent analytical and organizational skills with strong attention to detail Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment Key Responsibilities Perform tax and financial analysis for business transactions, mergers, and acquisitions Assist attorneys with structuring and modeling transactions for tax efficiency and compliance Review and interpret financial statements, tax returns, and related documentation Conduct due diligence and prepare financial summaries for client and internal use Research tax laws and corporate compliance issues relevant to ongoing matters Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges Creative problem solving to identify innovative, practical solutions that support client goals and transaction success Collaborate with attorneys to develop and implement strategic business and tax solutions Work closely with clients' accountants on due diligence and transaction-related tax implications
    $75k-90k yearly est. 2d ago
  • Corporate Finance Associate

    Robert Half 4.5company rating

    New York, NY jobs

    Our client is searching a high-performing Corporate Finance Associate to help shape the company's growth trajectory and strategic direction. In this role, you will work closely with senior leadership, including the executive team and leaders across subsidiary businesses, gaining meaningful exposure to key decision-makers. The organization is experiencing significant growth supported by a strong balance sheet and a disciplined value-creation strategy focused on outperforming industry growth and executing thoughtful acquisitions. This position is ideal for someone who thrives in a dynamic, fast-scaling environment and is excited to make a tangible impact. The Corporate Finance Associate will play a key role in advancing the company's strategy through rigorous financial analysis, planning, and strategic support. Responsibilities include driving analytical rigor across budgeting and forecasting, supporting monthly financial reporting and performance analysis, maintaining industry and internal data intelligence, and contributing to earnings, board, and investor materials. You will partner closely with business leaders on strategic and operational analyses, support the full M&A lifecycle through due diligence and valuation work, and continuously improve financial processes, systems, and analytical infrastructure to support scalability and efficiency. The ideal candidate brings a strong analytical foundation, attention to detail, and the ability to translate complex financial information into clear insights. Qualifications include a bachelor's degree in Finance, Business, Economics, or a related field, with at least two years of experience in investment banking, corporate development, finance, or a similarly rigorous environment. Strong financial modeling and valuation skills, advanced proficiency in Excel and PowerPoint, excellent communication abilities, and comfort working autonomously amid evolving processes are essential. We are looking for a proactive, intellectually curious self-starter with a growth mindset who is eager to contribute to a high-performing, collaborative team.
    $65k-113k yearly est. 5d ago
  • Senior Financial Planning Analyst

    Stevendouglas 4.1company rating

    Hollywood, FL jobs

    We're partnering with a growing, asset-intensive company seeking a Senior FP&A Analyst to drive financial planning, reporting, and strategic analysis. This role will collaborate across departments and play a key part in shaping long-term financial strategy. What You'll Do Build and maintain driver-based financial models for forecasting and strategic planning Lead key parts of the annual budget, forecasts, and scenario analysis Deliver actionable insights on performance, profitability, and growth opportunities Partner with senior leaders to support decision-making and capital allocation Create executive-level reports, dashboards, and presentations Streamline FP&A processes through automation and standardized reporting What We're Looking For 3-5 years of experience in FP&A or related finance roles Bachelor's degree in Finance, Accounting, or Economics Advanced Excel and modeling skills; experience with BI tools (Power BI, Tableau, etc.) Strong analytical, communication, and business partnering skills Experience supporting strategic planning or M&A is a plus
    $64k-93k yearly est. 5d ago
  • Project Finance Associate Attorney

    Career Legal 4.5company rating

    Washington, DC jobs

    A national Am Law Top 100 firm is seeking a mid-level attorney to join its Washington, D.C. office. This position involves sophisticated transactional work supporting clients engaged in major energy and infrastructure initiatives across the U.S. and internationally. Position Overview The attorney will assist clients with a variety of complex commercial arrangements related to the development and operation of large-scale assets. Responsibilities may include: Drafting and negotiating contracts connected to development, construction, supply, investment structures, and joint ventures Reviewing long-form agreements and identifying key legal and business issues Assisting in structuring commercial relationships and supporting clients through multiple phases of ongoing transactions Coordinating deliverables and information across internal teams and external stakeholders Supporting matters that require collaboration across offices and practice groups This role provides meaningful responsibility, exposure to high-value work, and opportunities to engage with clients on long-term business matters. Desired Qualifications The firm is seeking candidates with: 4+ years of transactional experience in areas such as energy, infrastructure, finance, or other complex commercial transactions Strong drafting and analytical skills Ability to manage multiple active matters simultaneously Clear communication skills and a collaborative approach Admission to the Washington, D.C. Bar, or eligibility to obtain it Interest in large commercial projects and multi-party transactions is beneficial. Compensation Salary range for Washington, D.C.: $320,000 - $400,000 Bonus eligibility Full benefits package, including health coverage, retirement plans, paid leave, and professional development resources About the Firm The hiring organization is a national Am Law Top 100 firm with a broad platform and an international footprint. Attorneys work closely with colleagues across various offices and practice areas on sophisticated matters involving diverse industries. The culture emphasizes teamwork, professional growth, and opportunities to take on substantial responsibility from an early stage.
    $38k-63k yearly est. 3d ago
  • Financial Analyst

    Connect Search, LLC 4.1company rating

    Norwalk, OH jobs

    ***LOCAL CANDIDATES ONLY*** Job Title: Financial Analyst (FP&A) Employment Type: Contract-to-Hire at a full time schedule of 40+ hours per week. Pay: $30-35/hour W2 About the Role: Our client, a well known healthcare organization, is seeking a detail-oriented and proactive Financial Analyst (FP&A) to join the team in Norwalk, OH. This role is responsible for supporting financial planning and analysis initiatives, including budgeting, forecasting, variance analysis, and operational performance improvement. The Financial Analyst will collaborate with leaders across the organization to provide insights and support strategic decision-making. Key Responsibilities: Develop monthly, quarterly, and annual financial forecasts using historical trends and operational data. Prepare detailed variance analyses comparing actuals to budget/forecast and communicate key drivers to leadership. Build and maintain financial models to support scenario planning and operational decision-making. Partner with department leaders to identify financial risks, opportunities, and cost-saving initiatives. Consolidate and interpret financial results across departments for reporting packages. Support long-range planning by evaluating key business assumptions and market trends. Monitor KPIs and operational metrics, translating them into actionable insights for leadership. Assist with ad hoc financial analysis to support investment decisions, resource allocation, and performance improvement efforts. Qualifications: Bachelor's degree in Finance or Accounting required; Master's preferred. 3+ years of FP&A or financial analysis experience. Strong experience with variance analysis, budgeting, and financial forecasting. Ability to extract, interpret, and present financial data clearly to non-financial stakeholders. Excellent analytical, organizational, and communication skills. Why Join: Hybrid work schedule with flexibility to work remotely. Opportunity to partner with cross-functional leadership and drive impact on financial performance. Collaborative and fast-paced environment where your insights will influence key decisions.
    $30-35 hourly 3d ago
  • Virtual Financial Advisor - Boston, MA

    Citizens 2.9company rating

    Boston, MA jobs

    Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies Location: Hybrid Schedule Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $65k-70k yearly Auto-Apply 1d ago
  • Senior Investment Analyst

    Adecco 4.3company rating

    Baltimore, MD jobs

    Job Details: Sr. Financial + Investments Analyst Job Category: Finance Business Model - In office 5x a week Mon - Fri (Baltimore MD) Compensation - $100K -105K base +12% Annual Bonus + Stock Grants (Day 1) This role is ideal for talent in commercial real estate with 3-5 yrs of CRE investing experience +underwriting, ARGUS (version irrelevant) +valuation expertise . ESSENTIAL FUNCTIONS: Provide financial modeling support to other departments as assigned including (but not limited to): investment projects (development or acquisitions), expense review, capital expenditure proposals, etc. Participate in department and organization projects and initiatives as assigned. Conduct ad-hoc management reporting and analysis as assigned. Assist in the preparation of investment committee materials. Act as a liaison between Asset Management and Development Team for underwriting opportunities. Responsible for the quarterly forecasting and reporting processes for assigned properties. Coordinate with Asset Management and Accounting to gather and summarize budget inputs and review for accuracy. Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings. Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets. Present portfolio reviews to asset management. Provide financial support to asset management including modeling lease alternatives, evaluating capital alternatives, property level earnings before interest and tax (EBIT), etc. SECONDARY RESPONSIBILITIES: Provide training as requested related to the budget process. Perform other job-related duties as assigned. QUALIFICATIONS: Education - Bachelor's Degree in Finance, Accounting, Economics or other related field. Further Training - Commercial real estate finance related training preferred. Professional Experience - 3-6 years of relevant experience. Specific finance experience in the real estate industry preferred. Computer Skills - PC proficiency including Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and ability to learn company specific software. Ability to adapt to new or changing software programs. Experience utilizing financial analysis software preferred, e.g., ARGUS Enterprise, Yardi Forecast Manager, Yardi Valuation Manager. Experience creating complex excel models is preferred. BENEFITS 401K Match, Tuition Reimbursement, LTD, STD, FMLA, Health, Medical, Dental -Total Days Off in Year One - TWENTY NINE DAYS!!!!!!!!!!!!!!!!!!!!!!!! high EMPLOYEE ENGAGEMENT events - Call me for more. ************ and ask for Sybil Galligan.
    $100k-105k yearly 2d ago
  • Virtual Financial Advisor - Westwood, MA

    Citizens 2.9company rating

    Westwood, MA jobs

    Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: 40 Work Schedule: M-F Location: Hybrid Schedule Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $65k-70k yearly Auto-Apply 1d ago
  • Financial Analyst

    Amerit Consulting 4.0company rating

    San Diego, CA jobs

    Overview (About Client): Our client, a US Fortune 250 company and a global Medical technology corporation serving customers in Clinical Labs, Health care research & Pharmaceutical industry, seeks an accomplished Financial Analyst Position: Financial Analyst Location: San Diego, CA Duration: 3-6 months+ Contract with high possibility of extension!!! Pay Rate: $50/hr Note: ONSITE role. Work Schedule: 40 hours/ week Required skills: Accounting, Accounting Journal Entries, Corporate Financial Planning and Analysis (FP&A) Job Description: 2+ years of experience - Financial analysis / Accounting. 1+ years of experience - SAP & Hyperion. Bachelor's degree in Finance or Accounting. Strong interpersonal, communication, and organizational skills. Ability to work in a face-paced, challenging environment; strong attention to detail. Self-driven, proactive, and seeks continuous improvement. Support larger business functions within Corporate Functions finance. Collaborate with cost center managers, functional leaders & Finance Business Partners in developing annual budgets/quarterly projections; including clear documentation of assumptions & posting in SAP/Hyperion. Record month-end journal entries (accruals, reclasses, charge in/outs, & prepaid amortization) for all cost centers supported; ensure accurate reporting of financial results in SAP/Hyperion. Analyze financial variances for cost center actuals, projections, and budget. Compile Month-End Balance Sheet account reconciliations. Support audit requests from internal/external audit. Coordinate reporting/compilation of capital for the Corporate Functions. Ad-hoc analytical support for cost center managers on an as-needed basis. Provide project support for continuous improvement for the group as a whole. Recruiter Contact Info Gurjant Singh Phone: ************ Email: ********************************** ************************ I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you. Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.
    $50 hourly 2d ago
  • Senior Financial Analyst

    LHH 4.3company rating

    Corte Madera, CA jobs

    LHH is seeking a Senior Financial Analyst to join our client's Business Planning & Analysis team. This is a high-impact role supporting Commercial Finance functions across Sales, Marketing, and Innovation. You'll play a key role in budgeting, forecasting, analyzing performance, and driving profitable growth. This is an ideal opportunity for someone who thrives in a collaborative, transparent, and supportive culture and is eager to grow their career with mentorship from senior leadership. The anticipated salary for this role is between $110,000-$130,000/yr. Responsibilities: Partner with Sales, Marketing, and Innovation teams to provide actionable financial insights. Prepare monthly variance analyses and commentary for Sales, Trade Spend, and Gross Margin, highlighting trends and key performance drivers. Support development of course-correcting action plans based on financial analysis. Assist with Trade Effectiveness Reviews to maximize ROI on promotional spending and ensure compliance with established processes. Manage and maintain Net Sales planning and forecasting models for annual budgets and ongoing projections. Oversee marketing budget processes, monitor expenditures, and evaluate the effectiveness of investments. Drive continuous improvement by enhancing tools, processes, and reporting. Support leadership with ad hoc analysis, planning, and strategic projects. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field 3-5 years of experience in financial or business analysis (CPG experience preferred) Strong analytical mindset with a passion for uncovering insights from data Excellent collaboration and communication skills Organized and able to manage multiple priorities and deliver results on time Advanced Excel skills and familiarity with analytics/reporting tools (Power BI or similar) Growth mindset, hardworking, receptive to feedback, and eager to learn Benefits: Medical, dental, vision 401(k) with strong match Vacation days Sick days Standard holidays Interested in leading a critical function at a company that values your expertise? Apply today or connect with LHH to learn more about this opportunity. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance If you have the qualifications above and are interested in this opportunity - please apply today! If you are curious what else is available, please review the LHH website!
    $110k-130k yearly 2d ago
  • Senior Financial Analyst

    Connect Search, LLC 4.1company rating

    Port Saint Lucie, FL jobs

    ***LOCAL CANDIDATES ONLY*** Lead Financial Analyst - RCM FP&A Compensation: $100,000-$110,000 base salary Work Environment: Collaborative, analytical, fast-paced healthcare finance team Overview Our client, a growing healthcare organization is seeking a Lead Financial Analyst - RCM FP&A to provide strategic financial and analytical support to Revenue Cycle Management (RCM) and Order-to-Cash functions, including Customer Service and Referral Management. This role will partner closely with senior leadership to drive financial insight, improve collectability, and optimize revenue performance through deep data analytics. This is a highly visible role for an analytically strong finance professional who enjoys working with large data sets, influencing stakeholders, and translating complex data into actionable business insights. Key Responsibilities Revenue Cycle Management & Analytics (80%) Serve as a finance partner to RCM and Order-to-Cash leadership, providing data-driven insights Analyze large, complex data sets using tools such as Power BI, Power Query, and Excel Develop and report on KPIs related to AR aging, collection rates, denials, audits, bad debt, and payer adjustments Prepare monthly collectability, write-off, denial, and audit reporting Build financial models to forecast and measure the impact of initiatives aimed at improving payments and reducing denials Identify trends, risks, and opportunities and clearly communicate findings to leadership Support SG&A management and efficiency initiatives within the Order-to-Cash function Complete ad-hoc analyses and special projects as requested Financial Planning & Analysis (20%) Support the annual budgeting, monthly forecasting, and close processes Improve monthly OPEX and headcount reporting for the Order-to-Cash organization Assist with ongoing FP&A initiatives and cross-functional projects Qualifications 8+ years of finance experience, including 3+ years in FP&A, Revenue Cycle, reimbursement, or cost analysis within a healthcare environment Bachelor's degree in Finance, Accounting, or related field; MBA and/or CPA preferred Advanced proficiency in Microsoft Excel and Power BI required Strong experience manipulating large data sets across multiple systems Exceptional analytical, financial modeling, and problem-solving skills Ability to partner effectively with senior leadership and communicate complex financial concepts clearly Strong organizational skills with the ability to manage multiple priorities and deadlines Experience with Brightree is a plus Why This Role High-impact, highly visible role supporting core revenue performance Opportunity to influence decision-making and drive measurable financial improvements Hybrid schedule with consistent in-office collaboration Competitive compensation and exposure to senior leadership
    $100k-110k yearly 4d ago
  • Financial Analyst

    RemX | The Workforce Experts 4.5company rating

    Knoxville, TN jobs

    RemX Recruiting Firm is pleased to represent a well-established, premier employer in Knoxville for its hire of an experienced FINANCIAL ANALYST (Senior level) to its FP&A team. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Finance or business related 3 years' MINIMUM financial analysis experience OR related Advanced knowledge of Excel Strong communication skills (oral & written) As a top employer in Knoxville, this company offers excellent career growth and the chance to act as a true business partner to various business units within the company. This person "has a seat at the table" in key meetings and will participate in budgeting, forecasting, product development discussions, etc. This person will monitor the financial performance and become a subject matter expert for those business units. HIGH COLLABORATION and PARTICIPATION in meetings is expected. Taking initiative, adding value & building relationships are key aspects to the role. If you are ready to take your financial analyst career to the next level with a profitable, growing company who hires the best of the best, apply today to learn more! BEST BENEFITS, COMPENSATION & CULTURE!
    $51k-67k yearly est. 2d ago
  • Financial Analyst- Audit/Assurance Public Accountant

    Stevendouglas 4.1company rating

    Morrisville, NC jobs

    *** You must currently reside within 20 miles of Morrisville, NC to be considered for this role. *** A growing, PE-backed healthcare organization with strong backing and ongoing acquisitions is seeking a Financial Analyst to support its expanding finance function. This newly created role is designed for someone eager to learn the business, collaborate with leaders, and take ownership of critical financial processes. The Opportunity: This is a hands-on position with direct exposure to senior leadership across the organization. You'll support the monthly close, perform financial analysis, and help build reporting for multiple business units. The environment moves quickly, welcomes new ideas, and offers opportunities to shape processes as the company scales. This is an ideal role for someone inquisitive, analytical, and motivated to grow. What You'll Do: • Manage monthly financial close procedures for multiple entities • Perform first-level P&L reviews and partner with accounting to ensure accuracy • Prepare weekly budget vs. actual reports and quarterly incentive calculations • Build monthly KPI reporting and financial packages • Execute ad hoc projects such as brand-level analysis, including OpEx, headcount, and retention • Collaborate cross-functionally and proactively identify opportunities to improve processes Qualifications: • Coming from a Big 4 or large regional public accounting firm (2+ busy seasons) • Curious mindset with strong analytical skills • Excellent communication and a professional, friendly presence • Self-starter who enjoys solving business problems and jumping into new challenges Work Environment: • Hybrid: 2 days per week on-site for collaboration- Morrisville, NC
    $54k-72k yearly est. 4d ago
  • Senior Financial Analyst

    Pride Health 4.3company rating

    New York, NY jobs

    Job Title: Senior Financial Analyst Schedule: M-F 9a-5p Duration: 6 Months with possible extension Pay Range: $35 - $38/Hour Job Description & Requirements: 5 yrs related work exp (required). Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required). Heavy customer service skills. Able to multi-task and prioritize. Someone who works independently with ongoing training. Understands contracts and the importance of completing tasks within time allotted. Education: Bachelors (required). Degree or major in Accounting/Finance (preferred). “Pride Health offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors”
    $35-38 hourly 1d ago
  • Teamcenter Consultant

    Avance Consulting 4.4company rating

    Novi, MI jobs

    We are seeking an experienced Teamcenter Consultant to join our team in Michigan. The ideal candidate will have a strong background in PLM (Product Lifecycle Management) solutions, specifically Siemens Teamcenter, and will be responsible for implementing, configuring, and supporting Siemens Teamcenter environments, ensuring compliance with organizational standards, security protocols, and ITAR regulations. Required Qualifications 5-10 years of experience in Teamcenter implementation and support. Strong knowledge of Teamcenter architecture, modules, and customization. Experience with CAD integrations (NX, Creo, Catia). Familiarity with PLM best practices and change management processes. Strong experience in configuring the BMIDE data model to meet business requirements Experience in defining workflows and security standards Manage and oversee product release and change processes within Teamcenter. Knowledge of creating custom handlers and SOA programs Preferred Skills Experience with Teamcenter Active Workspace. Knowledge of Teamcenter integration with ERP systems. Exposure to data migration projects and validation tools. ITAR implementation experience in Teamcenter. Security Clearance: Candidate must successfully complete the mandatory security clearance after the selection
    $71k-100k yearly est. 2d ago
  • Capture & Proposal Consultant

    Atkins Engineering Solutions 4.8company rating

    Atlanta, GA jobs

    Atkins Engineering Solutions, LLC is a professional engineering firm based in Atlanta, Georgia, specializing in electrical design, power system analysis, electrical reliability programs and consulting services across Georgia and the Southeast. With over 15 years of experience and licensure in multiple states, Atkins Engineering Solutions is known for its expertise in electrical and lighting design, power systems analysis, and compliance with NFPA standards. The company is a licensed Professional Engineer (PE) in more than 12 states, a Lightning Protection Institute member, and an IEEE Senior Member. We partner with trusted industrial, munical, institutional, and utility leaders. Atkins Engineering Solutions is dedicated to delivering practical, code-compliant, and cost-effective solutions that prioritize safety and operational reliability. Role Description This is a part-time, remote role for a highly experienced Capture & Proposal Consultant based in Atlanta, GA. The consultant will be responsible for supporting scouting, strategy and developing proposals (RFPs/RFQs/SOQs) including opportunities from state/local procurement portals such as GPR and utility contracting. This is a part-time consulting position focused on opportunity qualification and proposal development. Key Responsibilities Monitor and track relevant public procurement portals (e.g., GPR, local agency bid boards) for opportunities aligned with AES capabilities. Conduct opportunity screening with go/no-go recommendations. Develop capture strategy and proposal outlines. Coordinate inputs from internal and subcontractor resources. Assemble compliant, high-quality RFP/RFQ/SOQ submissions. Maintain proposal calendars and ensure deadlines are met. Advise on best practices for positioning, differentiators, and procurement compliance. Ideal Experience Experience in proposal management and RFP/RFQ/SOQ responses within AEC, engineering, or infrastructure consulting Strong professional writing, editing, and document coordination skills Familiarity with public-sector procurement processes Ability to manage multiple proposals and deadlines simultaneously Strong organizational and communication skills Proficiency with Microsoft Office (Word, Excel, PowerPoint) Bachelor's degree in Business, Communications, Engineering, or related field preferred Experience supporting engineering or technical firms strongly preferred Time Commitment Part-time (10-15 hrs/week) - flexible schedule. Competitive hourly rate (based on experience). Performance bonus opportunities for awarded contracts. Why Join Us Meaningful impact on growth and strategy at a dynamic engineering firm. Opportunity to shape capture and proposal processes from the ground up. Flexible consulting role with room for expanded collaboration. Base Compensation $50-$75 per hour, depending on experience Performance-based bonus opportunities tied to awarded work
    $50-75 hourly 2d ago
  • Catia/ CAA Consultant

    Russell Tobin 4.1company rating

    Seattle, WA jobs

    - Catia/ CAA rate-$64/hr Job descriptions: 6+ Years in CAA development Must Have Technical/Functional Skills • Strong knowledge & Experience in CATIA CAA (Component Application Architecture), Webservices, API. • CAA Automation skills of CATIA and ENOVIA. • Experience in GUI Development using CAA V5. • Good mechanical design knowledge is an advantage Roles & Responsibilities • Develop and expose new APIs in CATIA and ENOVIA V5 using CAA V5. • Ensure adherence to architectural and technical standards. • Ensure software quality, effectiveness, performance, and reliability. • Participation in peer and formal reviews Generic Managerial Skills, If any Key Words to search in Resume C++, CAA, CatiaV5Pre
    $64 hourly 2d ago

Learn more about Guidehouse jobs

View all jobs