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Wealth Management Advisor jobs at Judson Senior Living - 83 jobs

  • Advisor, Deal Management

    Cardinal Health 4.4company rating

    Columbus, OH jobs

    **_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at both the strategic and tactical levels. The group uses modeling, analytics, and econometrics to create pricing strategies for our products and services. Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job family is also responsible for validating our contracts have the appropriate terms and conditions prior to finalizing the relationship. **_Responsibilities_** + Collaborate effectively across functions in Sales, Operations, and Finance to develop pricing strategies and models, in response to RFP and customer contract renewals. + Extract, manipulate, and prepare data and information from multiple sources and leverages findings to develop and recommend pricing strategies. + Create financial models, applying pricing analytics and other financial components related to the deal. + Communicate with Senior Leadership to facilitate questions and discussions related to the deal models to gain approval. + Communicate key pricing and rebate strategies and recommendations, while driving consensus and being comfortable when challenged. + Ability to grasp economic concepts (especially P&L statements), commercial processes, systems, and controls. + Managing the execution of a variety of price initiatives and ad-hoc analysis as needed to support business opportunities. **_Qualifications_** + 3+ years experience in related field, preferred. + Bachelors degree in related field, preferred, or equivalent work experience. **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives + Completes work independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $80,900 - $103,950 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/19/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $80.9k-104k yearly 23d ago
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  • Advisor, Transportation Product Management

    Cardinal Health 4.4company rating

    Dublin, OH jobs

    What Supply Chain Product Management contributes to Cardinal Health Supply Chain Product Management is responsible for identifying, recommending, designing and implementing new solutions for the Supply Chain organization including new technology features, practices, processes, metrics or models. Supply Chain Product Management develops the strategic vision, supporting business case, and financials for new products. Manages project timelines and budgets. The Cardinal Health Supply Chain Product Management team delivers products and services that create a differentiated experience for customers while relentlessly improving speed, reliability, and cost through supply chain optimization. We enable growth through effective and efficient movement of over 45 million shipments for Cardinal Health customers. This includes the flow of materials and products between suppliers, manufacturers, and customers. As an Advisor, Product Manager on the Supply Chain Product Management team, you will play a key role in supporting efforts to enable end to end supply chain visibility for planning, modeling, execution, and transparency. Working with the Transportation Shipment Visibility and Tracking Product Manager, your focus will be on building a holistic transportation shipment visibility and tracking solution for the Pharmaceutical Supply Chain. You will be a key contributor in the delivery of innovative, market leading solutions that will provide our customers and internal stakeholders with real-time insights targeted at improving operations efficiencies, reducing costs, and enhancing customer experience and satisfaction. More importantly, you will be at the center of Cardinal Health's promise to our customers to be healthcare's most trusted partner. Responsibilities * Assists with day-to-day execution of the product roadmap, focusing on improving Shipment Estimated Time of Arrival (ETA) calculations, Late Route Notifications, and Electronic Proof of Delivery (ePOD) adoption in the supply chain network. * Collaborates with Product Manager in the exploration of new / innovative technologies in the Shipment Visibility and Tracking marketplace. * Participates in daily Agile / SCRUM ceremonies owning documentation, recap notes, and communication to stakeholders. * Works cross functionally and collaborates with Customer Service, Transportation Operations, and Sales team members to research, define, and create user personas, business processes, and user journey maps. * Demonstrates an understanding of personas by organizing, comparing, translating, and training others. * Participates in product discovery efforts and leads smaller discovery sessions for enhancements and defects. * Owns a refined backlog of product backlog items (user stories, tasks) that are prioritized and ready for the next sprint cycle. * Uses analytics to lead backlog refinement, planning, and to measure progress against product strategy. * Responsible for the publishing and maintenance of product metrics dashboards and communications to stakeholders. * Supports the Product Manager in measuring success of logistics products deployed, through the co-creation of Key Performance Indicators, target adoption rates, and financial impact targets. * Collaborates with Enterprise IT, in an Agile environment, on technology initiatives for logistics products. * Comfortable collaborating cross-functionally with internal and/or external stakeholders. * Able to lead and conduct effective customer interviews. * Able to understand and communicate the value of basic product delivery and engineering principles. * Uses Jira or other backlog management tools to make current and future work visible. * Brainstorms constructively with others. * Articulates key concepts and facilitates discussions with the team and stakeholders around product desirability, viability, and feasibility questions. * Familiar with data analytics tools that show user behavior and engagement within products. * Acts as a connector and relationship builder between business stakeholders and IT stakeholders. * Receives guidance on overall project objectives. Qualifications * Bachelor's degree in related field, or equivalent work experience, preferred * 3-4 years of experience in Transportation, Logistics, Supply Chain product, or IT roles preferred * Sharp analytical and problem-solving skills * Outstanding communication, presentation, and leadership skills * Strong proficiency with Microsoft Office products * Professional level business writing skills: A writing sample will be requested as part of the interview process * Knowledge of Agile processes and principles is a plus What is expected of you and others at this level * Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects * May contribute to the development of policies and procedures * Works on complex projects of large scope * Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives * Completes work independently; receives general guidance on new projects * Work reviewed for purpose of meeting objectives * May act as a mentor to less experienced colleagues Anticipated salary range: $80,900 - $92,400 Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. * Medical, dental and vision coverage * Paid time off plan * Health savings account (HSA) * 401k savings plan * Access to wages before pay day with my FlexPay * Flexible spending accounts (FSAs) * Short- and long-term disability coverage * Work-Life resources * Paid parental leave * Healthy lifestyle programs Application window anticipated to close: 3/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
    $80.9k-92.4k yearly Auto-Apply 16d ago
  • Advisor, Transportation Product Management

    Cardinal Health 4.4company rating

    Dublin, OH jobs

    **_What Supply Chain Product Management contributes to Cardinal Health_** Supply Chain Product Management is responsible for identifying, recommending, designing and implementing new solutions for the Supply Chain organization including new technology features, practices, processes, metrics or models. Supply Chain Product Management develops the strategic vision, supporting business case, and financials for new products. Manages project timelines and budgets. The Cardinal Health Supply Chain Product Management team delivers products and services that create a differentiated experience for customers while relentlessly improving speed, reliability, and cost through supply chain optimization. We enable growth through effective and efficient movement of over 45 million shipments for Cardinal Health customers. This includes the flow of materials and products between suppliers, manufacturers, and customers. As an Advisor, Product Manager on the Supply Chain Product Management team, you will play a key role in supporting efforts to enable end to end supply chain visibility for planning, modeling, execution, and transparency. Working with the Transportation Shipment Visibility and Tracking Product Manager, your focus will be on building a holistic transportation shipment visibility and tracking solution for the Pharmaceutical Supply Chain. You will be a key contributor in the delivery of innovative, market leading solutions that will provide our customers and internal stakeholders with real-time insights targeted at improving operations efficiencies, reducing costs, and enhancing customer experience and satisfaction. More importantly, you will be at the center of Cardinal Health's promise to our customers to be healthcare's most trusted partner. **_Responsibilities_** + Assists with day-to-day execution of the product roadmap, focusing on improving Shipment Estimated Time of Arrival (ETA) calculations, Late Route Notifications, and Electronic Proof of Delivery (ePOD) adoption in the supply chain network. + Collaborates with Product Manager in the exploration of new / innovative technologies in the Shipment Visibility and Tracking marketplace. + Participates in daily Agile / SCRUM ceremonies owning documentation, recap notes, and communication to stakeholders. + Works cross functionally and collaborates with Customer Service, Transportation Operations, and Sales team members to research, define, and create user personas, business processes, and user journey maps. + Demonstrates an understanding of personas by organizing, comparing, translating, and training others. + Participates in product discovery efforts and leads smaller discovery sessions for enhancements and defects. + Owns a refined backlog of product backlog items (user stories, tasks) that are prioritized and ready for the next sprint cycle. + Uses analytics to lead backlog refinement, planning, and to measure progress against product strategy. + Responsible for the publishing and maintenance of product metrics dashboards and communications to stakeholders. + Supports the Product Manager in measuring success of logistics products deployed, through the co-creation of Key Performance Indicators, target adoption rates, and financial impact targets. + Collaborates with Enterprise IT, in an Agile environment, on technology initiatives for logistics products. + Comfortable collaborating cross-functionally with internal and/or external stakeholders. + Able to lead and conduct effective customer interviews. + Able to understand and communicate the value of basic product delivery and engineering principles. + Uses Jira or other backlog management tools to make current and future work visible. + Brainstorms constructively with others. + Articulates key concepts and facilitates discussions with the team and stakeholders around product desirability, viability, and feasibility questions. + Familiar with data analytics tools that show user behavior and engagement within products. + Acts as a connector and relationship builder between business stakeholders and IT stakeholders. + Receives guidance on overall project objectives. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-4 years of experience in Transportation, Logistics, Supply Chain product, or IT roles preferred + Sharp analytical and problem-solving skills + Outstanding communication, presentation, and leadership skills + Strong proficiency with Microsoft Office products + Professional level business writing skills: A writing sample will be requested as part of the interview process + Knowledge of Agile processes and principles is a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives + Completes work independently; receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $80,900 - $92,400 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $80.9k-92.4k yearly 16d ago
  • Associate - Corporate - Investment Funds (Liquidity Solutions)

    The Practice Group 4.5company rating

    Remote

    About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors. We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues. Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues. As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions. We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Practice is seeking to add highly qualified associates with a minimum of three years of experience in liquidity transactions, secondaries markets, and related fund operational matters, to join our 4th through 6th year associate class. The practice group acts as counsel for fund sponsors around the globe, comprehensively handling liquidity transactions including but not limited to continuation funds, recapitalizations, traditional LP portfolio sales, fund-level and GP-level preferred equity investments, and investments in firm sponsors. Main Contact Details ********************************** ********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000
    $80k-142k yearly est. Auto-Apply 7d ago
  • Associate - Corporate - Investment Funds Regulatory

    The Practice Group 4.5company rating

    Remote

    About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors. We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues. Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues. As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions. We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Regulatory Practice is seeking a highly qualified associate candidate with at least 3 years of relevant asset management regulatory experience. Candidates should have strong working knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Private equity and hedge fund formation experience is also helpful. The group's investment funds attorneys provide legal, regulatory, and compliance advice to investment advisers, family offices, and other financial institutions around the globe, including in connection with operating and managing private equity funds, private credit funds, hedge funds, and real estate funds, and the structuring of complex corporate transactions involving investment advisers and investment funds. Investment funds regulatory attorneys regularly counsel clients in SEC examinations, investigations, and enforcement proceedings and work closely with the firm's white collar litigation department in connection with those matters. Investment funds attorneys also advise on Investment Company Act issues, including regulatory, status, and structuring issues. Main Contact Details ********************************** ********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000
    $80k-142k yearly est. Auto-Apply 7d ago
  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    Remote

    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). SALARY The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. ESSENTIAL FUNCTIONS OF THE ROLE Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. KEY SUCCESS FACTORS Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) BENEFITS - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level QUALIFICATIONS * EDUCATION - Bachelors Degree * EXPERIENCE - 3 Years of Experience
    $27k-74k yearly est. 6d ago
  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    Columbus, OH jobs

    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $77.7k-120.4k yearly 60d+ ago
  • Certified Financial Planner

    Fruitful 3.6company rating

    Remote

    Fruitful is fixing personal finance. We started with a product that gives members a path to financial confidence via 1-on-1 guidance from professionals, an industry changing money management product, along with a tailored investment management platform. This is the first step towards a larger vision to be a paradigm-shifting leader in the personal finance ecosystem. We're looking for an incredible person to grow our Guidance team and help push Fruitful forward. Fruitful has the opportunity to be more affordable, accessible, and comprehensive than anyone in the industry, and it starts with a world-class product… Ready to help us build it? Financial Guidance @ Fruitful We are looking for a dynamic Certified Financial Planner that wants to join an early-stage, mission-driven company to drive direct positive impact for our members. You will: Work directly with members 1:1 to guide them through building their money system, give clear, actionable takeaways in each discussion, and help ensure they make progress towards financial confidence and wellness Common topics include but are not limited to: money management, savings, debt paydown, student loans, retirement planning, investing, buying a house, self employment, combining finances, starting a family, equity compensation, saving for college (the list goes on!) Help members put advice into action and make the most of their Fruitful membership. Engage effectively with members, respond to questions, gain an understanding of their unique circumstances, build relationships, provide tailored guidance, and lead them toward positive financial outcomes and increased financial understanding Share insights, test new features, and give feedback to our product and engineering teams as we introduce more benefits, tools, and features. What you won't have to worry about: being your own compliance officer, hunting down new clients, managing investment portfolios, misaligned incentives (like commissions), selling any products, or managing a tech stack on your own. Just show up and do what you do best - help people with their money! Your Background & Values Experience: 2+ years in a customer-focused financial advisory role with a proven track record of making a measurable, positive impact on clients. Credentials: Certified Financial Planner designation required (EA designation is a bonus but not required). Coaching Skills: Experience guiding people through real, sustainable financial changes. Knowledge: In-depth understanding of all aspects of personal finance. Service Orientation: Purpose-driven with a genuine desire to help others improve their financial lives. Empathy: Able to handle sensitive, emotionally charged conversations with care and without judgment. Communication: Excellent verbal and written communication skills. Problem-Solving: Independent thinker who actively identifies areas for improvement and comes with solutions. Drive: Eagerness to join a fast-paced, mission-driven company. Self-Management: Highly organized and capable of managing tasks and independently. Compensation and Benefits Competitive compensation package including salary and equity Self-directed flexible time-off Ability to work from where best for you (remote or in our offices in NYC or DC) Work-from-home setup stipend 401(k) program with company match Comprehensive health benefits package with a substantial employer subsidy Fruitful is building a team that seeks to represent the diversity of our customer base. We are an equal opportunity employer and strongly encourage applicants from every background and life experience without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status
    $34k-66k yearly est. Auto-Apply 60d+ ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Columbus, OH jobs

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 44d ago
  • Advisor, Financial Planning and Analysis

    Cardinal Health 4.4company rating

    Dublin, OH jobs

    What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. Responsibilities Execute key deliverables for monthly segment results and variance drivers Participate in development of annual segment budget and strategic financial plan (SFP) Prepare quarterly segment forecast, including drivers and analysis on variances Execute key deliverables which contribute to the Operating Committee materials and Finance slides for CEO staff meeting Collaborate with Investor Relations team in development of quarterly external messaging and materials for the segment Partner with Strategy and segment teams, contributing to quarterly Board of Directors materials for the segment Assist in developing segment calendar of deliverables and work closely with BU Finance teams to ensure timeliness and accuracy of materials Partner closely with Medical Segment BU Finance teams to understand the drivers of the business Own and maintain key aspects of the segment Admin expense budget, forecast and drivers, including collaborating with Corporate on allocations Partner with Enterprise team to manage segment deliverables Qualifications Bachelor's degree in related field, preferred 4-8 years' experience, preferred Anticipated salary range: $80,900 - $115,500 Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health savings account (HSA) 401k savings plan Access to wages before pay day with my FlexPay Flexible spending accounts (FSAs) Short- and long-term disability coverage Work-Life resources Paid parental leave Healthy lifestyle programs Application window anticipated to close: 2/17/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here
    $80.9k-115.5k yearly Auto-Apply 41d ago
  • Senior Healthcare Economics Analyst

    Senior Medical Officer (Physician) In Atlanta, Georgia 4.5company rating

    Remote

    As a Healthcare Economics Analyst at Wellbe you will play a pivotal role in shaping the organization's healthcare strategy through advanced analytics and economic modeling. You will lead high-impact initiatives, provide strategic insights to senior leadership, and serve as a trusted advisor across departments.In this role, you will collaborate with cross-functional teams and serve as a subject matter expert, providing valuable insights and guidance to inform strategic initiatives. This role is ideal for a seasoned analyst with a strong blend of technical expertise, business acumen, and leadership capability. Lead complex analyses of medical and pharmacy claims, enrollment, and provider data to uncover cost drivers and utilization trends. Develop and implement innovative tools and methodologies to monitor healthcare trends and identify affordability opportunities. Deliver actionable insights to support contract negotiations, care management programs, and network optimization strategies. Build and maintain predictive models to assess the financial and clinical impact of strategic initiatives. Design executive-level dashboards and reports to monitor performance and diagnose cost trend anomalies. Partner with actuarial, clinical, data science, and business teams to forecast medical costs and evaluate risk adjustment performance. Present findings and strategic recommendations to senior leadership using clear, compelling visualizations and narratives. Conduct pro forma and sensitivity analyses to estimate the financial value of proposed cost containment initiatives. Mentor and guide junior analysts, establishing best practices in data validation, analytical methods, and reporting standards. Ensure all analyses adhere to regulatory requirements and industry best practices. Champion a culture of collaboration, innovation, and continuous improvement across the analytics team. Promote data governance, security, and compliance across all analytics workflows. Strong sense of ownership, bias for action, and drive Strong verbal and written communication Excellent analytical and problem-solving skills Strong work ethic and attention to detail Job Requirements Advanced proficiency in SQL, Tableau, and Snowflake; experience with enterprise reporting tools. Working knowledge of Python or R for statistical modeling and automation. Deep understanding of CMS programs (Medicare Advantage, Medicaid) and HCC risk adjustment methodologies. Experience with statistical modeling, forecasting, and predictive analytics. Strong communication skills with the ability to translate complex data into strategic insights for non-technical audiences. Proven ability to lead cross-functional projects and influence decision-making at the executive level. High level of ownership, initiative, and attention to detail. QUALIFICATIONS Bachelor's degree in Economics, Mathematics, Statistics, Public Health, Health Administration, or related field (Master's preferred). 5-7 years of progressive experience in healthcare analytics, medical economics, actuarial analysis, or health plan finance. Extensive experience working with medical and pharmacy claims, risk adjustment, and value-based care data. Strong understanding of healthcare reimbursement models (FFS, capitation, shared savings, risk contracts). Experience with cloud-based data platforms (Snowflake or similar). Demonstrated ability to lead and mentor teams, and drive strategic initiatives. Excellent problem-solving, interpersonal, and stakeholder management skills. Travel requirements: Travel may be required up to 15% locally or nationally Work Conditions: Ability to lift up to 20lbs. Moving lifting or transferring of patients may involve lifting of up to 50lbs as well as assist with weights of more than 50lbs. Ability to stand for extended periods Ability to drive to patient locations (ie. home, hospital, SNF, etc) Fine motor skills Visual acuity Work Environment: Remote Pay Range $ 110,000-$165,000 Sponsorship Statement WellBe does not offer employment-based visa sponsorship for this position. Applicants must be legally authorized to work in the United States without the need for employer sponsorship now or in the future. Pay Transparency Statement Compensation for this position will be disclosed in accordance with applicable state and local pay transparency laws. Drug Screening Requirement: As a condition of employment, WellBe Senior Medical requires all candidates to successfully complete a pre-employment drug screening. Ongoing employment may also be contingent upon compliance with the company's Drug-Free Workplace Policy, which includes random, post-accident, and reasonable suspicion drug testing. The company reserves the right to test for substances that may impair an employee's ability to safely and effectively perform their job duties. Background Check Statement Employment is contingent upon successful completion of a background check, as permitted by law. As a healthcare organization, WellBe conducts monthly FACIS (Fraud and Abuse Control Information System) checks on all employees. Continued employment is contingent upon satisfactory results of these checks, in accordance with applicable laws and regulations. Equal Employment Opportunity (EEO) Statement WellBe is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected status. Americans with Disabilities Act WellBe Senior Medical is committed to complying with the Americans with Disabilities Act (ADA) and applicable state and local laws. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job. If you require an accommodation during the application, interview or employment process, please contact Human Resources at *********************** At-Will Employment Statement Employment with WellBe is at-will unless otherwise specified by contract. This does not constitute an employment contract. Disclaimer This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove duties as necessary. The preceding functions may not be comprehensive in scope regarding work performed by an employee assigned to this position classification. Management reserves the right to add, modify, change or rescind the work assignments of this position. Management also reserves the right to make reasonable accommodations so that a qualified employee(s) can perform the essential functions of this role.
    $110k-165k yearly Auto-Apply 15d ago
  • Organizational Change Management (OCM) Intern

    Maximus 4.3company rating

    Cincinnati, OH jobs

    Description & Requirements The OCM Intern will assist the CDIO organization in implementing change management strategies that help employees adapt to organizational changes. This internship is designed for individuals eager to learn about structured change methodologies and gain hands-on experience in supporting enterprise transformation initiatives. You will work closely with experienced practitioners and project teams to contribute to communication, training, and stakeholder engagement activities. Additionally, the selected intern will gain knowledge of general business principles, corporate organizational structure and government process improvement. Throughout the summer, you will have the opportunity to meet, interact, and collaborate among various project teams, consultants, senior management, executives and peers. Guidance and training on operations standards and protocols will be provided by the Manager. BENEFITS / COMPENSATION: Hourly pay range is competitive and commensurate with education and experience. Interns are eligible for benefits. All computer equipment and access to digital systems will be provided to the hired candidate. Students may also complete the internship for academic credit, subject to the qualifications of their academic program. PROGRAM DETAILS: This position requires a commitment of 40 full-time hours per week, with availability during usual business hours (8AM-6PM ET), for the duration of a 10-week summer program: starting Tuesday, May 26th and ending Friday, August 7th, 2026 Essential Duties and Responsibilities: - Provide data analysis support to project and operations management. - Perform routine administrative functions. - Assist in special projects across various operational departments. - Work on assignments that are moderately difficult and escalate issues to management. - Assist with ad-hoc reporting. Key Responsibilities • Support Change Initiatives: Assist in applying change management frameworks and tools under the guidance of senior team members. • Impact & Readiness Analysis: Help gather data for impact assessments and readiness evaluations. • Communications & Training: Contribute to drafting communication materials and preparing training content; assist in scheduling and coordinating sessions. • Documentation & Reporting: Maintain organized records of change activities and help prepare progress reports. • Collaboration: Participate in team meetings and support project managers with administrative tasks related to change management. • Research & Best Practices: Explore industry trends and share insights to improve processes. Minimum Requirements - Currently enrolled in an accredited college or university and pursuing a college degree in a related field. - Must have completed a minimum of 2 years of coursework. - Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel. - Demonstrated ability to juggle multiple priorities with superior attention to detail. - Ability to perform comfortably in a fast-paced, deadline-oriented work environment. - Strong interpersonal communication, teamwork, and customer service skills. Currently pursuing a bachelor's or master's degree in business, Organizational Development, Communications, Psychology, or related field. Strong written and verbal communication skills. Detail-oriented with good organizational abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Also preferred: Interest in change management principles (e.g., Prosci, ADKAR). Familiarity with HR technologies or enterprise systems is a plus. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 21.32 Maximum Salary $ 31.27
    $40k-84k yearly est. Easy Apply 6d ago
  • Workday Financial Consultant

    Ambulnz 3.9company rating

    Remote

    Job Title: Workday Financial Consultant Pay Rate: $80 - $110 per hour Status: Temporary Hours: Part-Time Hours About DocGo: DocGo is leading the proactive healthcare revolution with an innovative care delivery platform that includes mobile health services, population health, remote patient monitoring, and ambulance services. DocGo disrupts the traditional four-wall healthcare system by providing high quality, highly affordable care to patients where and when they need it. DocGo's proprietary, AI-powered technology, logistics network, and dedicated field staff of over 5,000 certified health professionals elevate the quality of patient care and drive efficiencies for municipalities, hospital networks, and health insurance providers. With Mobile Health, DocGo empowers the full promise and potential of telehealth by facilitating healthcare treatment, in tandem with a remote physician, in the comfort of a patient's home or workplace. Together with DocGo's integrated Ambulnz medical transport services, DocGo is bridging the gap between physical and virtual care. Position Summary: The Workday Financials Consultant will serve as the lead functional expert supporting DocGo's Workday Financials implementation. This role is responsible for guiding configuration decisions, completing Workday financial workbooks, supporting tenant build activities, and ensuring the system is designed in alignment with Finance and Accounting best practices. The Consultant will also support testing activities, develop detailed test scripts, perform hands-on validation of Workday Financials functionality, and provide knowledge transfer to internal DocGo teams. This is a temp-to-perm role with potential for full-time conversion based on project needs and performance. Responsibilities: Serve as the lead Workday Finance consultant and administrator maintaining system configuration, user access, monthly ledger open/close and integrations with related financial applications. Complete required Workday configuration workbooks and support tenant build activities. Advise DocGo on key Finance and Accounting decisions using Workday best practices and prior client experience. Develop detailed test scripts for all phases of testing (unit, system, UAT). Perform hands-on testing and validation of Workday Financials and Accounting functionality. Provide knowledge transfer and documentation to DocGo and Ambulnz resources. Other tasks as assigned. Requirements: 5+ years of experience with Workday Financials, including configuration and testing. Strong understanding of Finance and Accounting processes and their translation into Workday. Prior experience supporting Workday Financials implementations or tenant build activities. Ability to create configuration workbooks, test scripts, and system documentation. Strong communication skills with the ability to guide key decisions and translate technical concepts to business partners. Strong project management skills Proven ability to work independently in a fast-paced, project-driven environment. EEO/AAP Statement: DocGo is an equal opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. DocGo is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.
    $38k-66k yearly est. Auto-Apply 3d ago
  • Deal Desk Analyst II

    Vera Whole Health 3.9company rating

    Utah jobs

    The Deal Desk Analyst II serves as a key partner to Sales, Finance, Legal, and Revenue Operations teams by supporting the structuring, pricing, and approval of complex deals. This role ensures deals are commercially sound, compliant with internal policies, and aligned with company revenue goals. How will you make an impact & Requirements **This is a remote position that can be based anywhere within the United States.** Position Qualifications/Essential Functions: Build infrastructure in support of an evolving sales space, thrive in a fast-paced, cross-functional environment, and have a mix of analytic and interpersonal skills. Guide Sales team on deal quality and proper deal structure, fallback positions, and executive approval during contract negotiations Coordinate closely with executives from Sales, Channels, Customer Success, Legal and Finance teams and provide deal analysis and visibility into contract complexity Collaborate with Legal and Finance to structure our deals Take on cross-functional projects targeted at getting dollars in the door faster by improving the organization's deal flow process. Rethink legacy processes to optimize deal flow and identify deal patterns for business improvement Monitor quarter-end deal progress and close all bookings transactions Education/Experience: Bachelor's degree Minimum 3-5 years of work experience in Accounting, Finance or Sales Operations experience required Strong written and verbal communication skills, proven project management experience, and the ability to own and maintain end-to-end projects Good under pressure. Great relationships around the business/experience working cross-functionally. Passion for driving top-line growth. Additional/Preferred Qualifications:- 3+ year experience in high-tech SaaS environment is highly desirable Healthcare industry Salesforce Demonstrated Attributes: Highly organized and has the ability to handle multiple projects simultaneously Team player with strong interpersonal skills and ability to build effective working relationships throughout all levels of the organization Excellent verbal and written communication Solution-focused with a strong client presence Independent, self-motivated and a strong communicator. Ability to be creative and innovative in a fast-paced environment with a lot of ambiguity and constant change Proficiency with MS Office products, including Word, Excel, PowerPoint **The posted compensation range represents the national market average. Compensation for roles located in premium or high-cost geographic markets may fall above this range. This position is bonus eligible based on individual and company performance.** Compensation: $67,349.00 to $101,023.00
    $67.3k-101k yearly Auto-Apply 6d ago
  • Financial Analyst III - Financial Reporting (Remote California Resident Only)

    IEHP 4.7company rating

    California jobs

    What you can expect! Find joy in serving others with IEHP! We welcome you to join us in “healing and inspiring the human spirit” and to pivot from a “job” opportunity to an authentic experience! This position will be responsible for participating in the preparation of monthly variance analyses, and database queries and reports. Candidate will prepare board and regulatory reporting, audit requests, and ad hoc business analysis. Commitment to Quality: The IEHP Team is committed to incorporate IEHP's Quality Program goals including, but not limited to, HEDIS, CAHPS, and NCQA Accreditation. Additional Benefits Perks IEHP is not only committed to healing and inspiring the human spirit of our Members, but we also aim to match our team members with the same energy by providing prime benefits and more. Competitive salary Telecommute schedule State of the art fitness center on-site Medical Insurance with Dental and Vision Life, short-term, and long-term disability options Career advancement opportunities and professional development Wellness programs that promote a healthy work-life balance Flexible Spending Account - Health Care/Childcare CalPERS retirement 457(b) option with a contribution match Paid life insurance for employees Pet care insurance Key Responsibilities Lead projects or major departmental initiatives independently with minimal supervision from beginning to end. Perform complex financial analysis timely as requested by management. Prepare, analyze, and reconcile financial data from organization's operations. Able to perform and understand month end close process and balance sheet reconciliations. Research coding issues using Halo, Diamond, and GP/Oracle Financial software. Analyzing SQL data including development of analytical reports, including conducting analysis, summarizing and interpretation of results. Support audit requests for data and develop responses from internal and external auditors. Communicate and interact with various departments such as Information Technology and Healthcare Informatics departments to gather data/information required for reporting deliverables. Perform quality assurance and peer review on financial reports and other output. Any other duties as required to ensure Health Plan operations are successful. Ensure the privacy and security of PHI (Protected Health Information) as outlined in IEHP's policies and procedures relating to HIPAA compliance. Qualifications Education & Requirements Minimum five (5) years of corporate accounting experience Experience in developing complex reports using financial reporting software Experience in analyzing, manipulating, and pulling large data sets Experience in statutory reporting a plus Managed Care or related industry experience preferred Bachelor's degree in Finance, Healthcare Administration, or a related field from an accredited required Master's degree from an accredited institution preferred Key Qualifications Strong understanding of accounting and financial principles and methodologies Proficient in SQL Knowledgeable of large ERP system, preferable Oracle, and Hyperion Principles and practices of health care industry and strategies, health care systems, capitated risk contracting, provider network structures and risk sharing arrangements a plus Strong knowledge and experience utilizing Microsoft Excel, Access, Word, and PowerPoint Quickly gain an understanding of data requests (scope and purpose) and to produce accurate and useful reports Cross-train and back up other areas of the department Work independently or with little direction with strong initiative and meet established deadlines Strong attention to detail Communicate effectively, both verbally and in writing, in order to develop and maintain effective working relationships with all levels of staff and management Work cooperatively and effectively on group projects Ability to multi-task. Adhere to IEHP's policies and procedures All IEHP positions approved for telecommute work may periodically be required to report to IEHP's main campus for mandatory in-person meetings or for other business needs as determined by IEHP leadership Start your journey towards a thriving future with IEHP and apply TODAY! Work Model Location Telecommute (All IEHP positions approved for telecommute work locations may periodically be required to report to IEHP's main campus for mandatory in-person meetings or for other business needs as determined by IEHP leadership) Pay Range USD $91,249.60 - USD $120,910.40 /Yr.
    $91.2k-120.9k yearly Auto-Apply 60d+ ago
  • Revenue Cycle Analyst I

    UW Health 4.5company rating

    Middleton, WI jobs

    Work Schedule: This is a full time, 1.0 FTE position. Shifts will be scheduled Monday-Friday between the hours of 8:00 AM - 4:30 PM. Applicants hired into this position can work remotely from most states. This will be discussed during the interview process. To be eligible to work remotely, you must be in an approved remote work state for UW Health. We've included a link below to view the full list of approved remote work states. Approved Remote Work States Listing Be part of something remarkable Join the #1 hospital in Wisconsin! We are seeking a Revenue Cycle Analyst I to: Perform advanced data analysis to identify patterns, trends, and anomalies in the revenue cycle for areas such as claim denials, payment delays, and revenue leakage. Utilize a variety of analytical methods, tools, models, and techniques, including but not limited to Epic dashboards, reporting workbench, SlicerDicer, SQL, Clarity, and Caboodle. Collaborate with revenue cycle leadership/department delegates to identify key areas of focus and develop data-driven strategies to improve financial outcomes. At UW Health, you will have: An excellent benefits package, including health and dental insurance, paid time off, retirement plans, two-week paid parental leave and adoption assistance. Options for a variety of schedules and shifts that offer flexibility and allow for work-life balance. Access to great resources through the UW Health Employee Wellbeing Department that supports your emotional, financial, and physical well-being. Tuition benefits eligibility - UW Health invests in your professional growth by helping pay for coursework associated with career advancement. The opportunity to earn a referral bonus for referring friends, former colleagues or others to apply for open, posted positions. Qualifications Bachelor's Degree in accounting, finance, business, healthcare, statistics, analytics or another related field Required Master's Degree in accounting, finance, business, healthcare, statistics, analytics or another related field Preferred Work Experience 2 years of experience in data analytics, preferably within a healthcare revenue cycle context. Required 3 years of experience in data analytics, preferably within a healthcare revenue cycle context. Preferred Licenses & Certifications EPIC certification in any area Upon Hire Required Certified healthcare data analyst or similar Preferred Our Commitment to Social Impact and Belonging UW Health is committed to fostering a workplace that creates belonging for everyone and is an Equal Employment Opportunity (EEO) employer. Our respect for people shines through patient care interactions and our daily work practices as we work to embrace the knowledge, unique perspectives and qualities each employee and faculty member brings to work each day. It is the policy of UW Health to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Job Description UW Hospital and Clinics benefits
    $49k-64k yearly est. Auto-Apply 19h ago
  • Revenue Capture Analyst

    Osuphysicians 4.2company rating

    Columbus, OH jobs

    Looking to join and lead a dynamic team at Ohio State University Physicians where excellence meets compassion? Who we are With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. As an employee of Ohio State University Physicians (OSUP), you'll be an integral part of a team committed to advancing healthcare, education, and professional growth. Our culture At OSUP, we foster a culture grounded in the values of inclusion, empathy, sincerity, and determination. We meet our teams where they are, coming together to serve each other and our community. Our benefits We know that having options and robust benefit plans are important to you. OSUP prioritizes the wellbeing of our team and that's why we offer our employees a flexible, competitive benefit package. In addition to medical, dental, vision, health reimbursement accounts, flexible spending accounts, and retirement, we also offer an employee assistance program, paid time off, holidays, and a wellness program designed to support our employees so they can live their best lives. As an OSUP employee, you will be eligible for these various benefits depending on your employment status. Responsibilities Purpose: Supporting the faculty group practice and affiliated provider groups at The Ohio State University, the OSUP Revenue Integrity Department safeguards professional revenue charging processes for more than 1,400 providers. Reporting to the Revenue Integrity Manager the Revenue Capture Analyst provides charge auditing support throughout the organization to ensure timeliness and ensure the integrity of charging in the the EPIC system Assess and Analyze daily charge activity for assigned area. Works with the Revenue Integrity Manager on quality assurance and auditing of charge activity within IHIS. Understands system workflows to identify opportunities and minimize missed charging. ED Reconciliation; analysis of all ED charges to ensure no revenue is missed Works closely with clinical and revenue cycle build teams and end users to identify optimization opportunities. Anesthesia Reconciliation; analysis of charge sessions for submission to Central Coding Department for revenue capture. Analyzes and problem solves discrepancies and issues, follows through with solutions. Reports findings and outcomes to management. Opens all tickets for Revenue Guardian Edits Prepares monthly reports for management Responsible for optimizing revenue guardian edits Troubleshoots, identifies root cause and documents problems and partners with Revenue Integrity Auditor to determine look-back projects Compiles information/data on each division for purposes of internal management and division reporting. Ensures that feedback is given to the Revenue Integrity Manager and Coding Managers regarding possible charge issues. Develops and maintains information management systems for error reporting. Understands and complies with billing regulations. Supports- via data extraction- randomized coder audits. Supports revenue cycle projects/ initiatives. This position may be assigned to special projects or accountabilities when other priorities are identified; as time allows. Qualifications What we are looking for: Requires a High School diploma or GED; At least five years of claims processing, insurance billing, and/or medical terminology Experience or training; or equivalent combination of education and experience in a healthcare environment. Certification of a CPC, CCS, CCS-P; or equivalent designation, is preferred. Attendance, promptness, professionalism, the ability to pay attention to detail, cooperativeness with co-workers and supervisors, and politeness to customers, vendors, and patients. Must have experience with a computerized billing system. EPIC experience is preferred. Strong project and process analysis skills; must have competency, tact, diplomacy and communication skills necessary to interact with peers, department personnel, administration and physicians both internal and external to patient accounting on a professional level. Proficient with Microsoft Excel. Pay Range USD $20.00 - USD $30.00 /Hr.
    $20-30 hourly Auto-Apply 5d ago
  • Financial Arrangement Specialist

    Merion Village Dental 3.8company rating

    Columbus, OH jobs

    Do you like to explain complex things in a simple way? Do you want to help people understand their dental benefits? This is a rare opportunity for a customer service oriented person to join a progressive healthcare practice as Financial Arrangement Specialist - part-time or full-time! We will help to train you! Use your outstanding and natural customer service talent in our beautiful office, you will make our current patients even more impressed with our unbelievable service. We have required PPE. Full-time team benefits include, but are not limited to: CE, in-house training, Paid Time Off, paid holidays, 401K, vision insurance, life insurance, mentorship and the best dental insurance in town! You will need to be available some evenings and Saturdays. If this sounds "like you", please send your resume today!
    $58k-95k yearly est. 60d+ ago
  • Financial Analyst

    Si-Bone, Inc. 4.8company rating

    Santa Clara, CA jobs

    SI-BONE is a fast-growing, publicly traded medical device company that is an industry pioneer in minimally invasive sacropelvic solutions. Our mission is to help patients rise up and reach for the stars, and our vision is to work together as the global leader to make sacropelvic conditions universally recognized and effectively treated through innovation, evidence, education, and advocacy. Financial Analyst SI-BONE is focused on helping patients in one of the most under-served, under-diagnosed, and under-treated areas in orthopedics, the sacroiliac (SI) joint. SI-BONE developed an innovative, patented implant to fuse the SI joint. The iFuse Implant System provides a less invasive alternative to traditional sacroiliac (SI) joint fusion surgery and has been used in over 90,000 procedures to date. We are a medical device company that is focused on improving the lives of patients with sacroiliac pelvic conditions. We are looking for people who are passionate about our mission and who are willing to work hard to achieve it. We are also looking for people who are: * Agile: We work in a fast-paced environment and need to be able to learn and adapt to change quickly. * Creative: We embrace creativity, and we need people who are not afraid to challenge the status quo. * Team Players: We roll-up our sleeves and work together as one team to achieve our goals. Location: Onsite, Santa Clara Role Overview: We are seeking a highly motivated Financial Analyst (FA) to join our Corporate FP&A team. This role provides comprehensive support across G&A departments, corporate reporting, financial systems, investor relations and ad hoc analyses. The ideal candidate is highly analytical, organized, and comfortable working with data, systems, and cross-functional partners. The position level will be determined based on the candidate's experience, analytical capability, and ability to operate independently. This is an excellent opportunity for someone who is eager to build strong business acumen, partner with functional leaders, and contribute meaningful financial insights that support company decision-making. In office 4 days a week. Key Responsibilities: G&A FP&A (40%) * Support budgeting and forecasting for all G&A departments (HR, IT, Legal, Facilities, etc.). * Prepare monthly variance reports, headcount tracking, and departmental spend summaries. * Partner closely with department leads to provide timely financial insights and ensure alignment to budgets. * Collaborate with Accounting and other FP&A team members during monthly close, including preparing and reviewing accruals, validating entries, and reconciling G&A expenses ensuring accuracy and proper categorization. Corporate FP&A (20%) * Assist in preparing consolidated financial reporting packages. * Support quarterly outlook cycles and annual planning processes (Calendar, Budget/LRP, and Outlook). * Update financial models, templates, and slide decks. Systems & Reporting (20%) * Run financial system reports and validate data accuracy. * Maintain templates and models (input data, account creations, assumption changes, etc.) * Assist with system enhancements, testing, and process improvements. * Support creation of standardized reports for recurring needs. Investor Relations (10%) * Provide general administrative and coordination support, such as organizing documents and updating shared resources. Ad Hoc Analysis & Projects (10%) * Support ad hoc requests including investment analysis, headcount analysis, and new product financial models. Qualifications: * Bachelor's degree in Finance, Accounting, Business, Economics, or related field. * 0-5 years of experience in financial analysis, corporate finance, FP&A, or related area. (At least 5 years of experience for senior level) * Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) - especially Excel (pivot tables, lookups, if statements, and basic modeling). * Experience with financial/data visualization tools (Adaptive, QAD, PowerBI) preferred. * Exposure to G&A FP&A, consolidation, month-end close processes and outlook/budget cycles preferred. * Detail-oriented with strong organizational and communication skills. * Ability to work collaboratively and manage multiple deadlines. * Curious, proactive, and eager to learn. Salary range: $85,000 - $125,000 base salary. Level and compensation will depend on experience. The compensation range for this position is specific to the location and is in good faith what SI-BONE expects to pay for the position taking into account the wide variety of factors that are considered in making compensation decisions, including job-related knowledge; skillset; experience, education and training; certifications; and other relevant business and organizational factors. Supplemental pay: bonus and stock There are potential risks associated with the iFuse Implant System. It may not be appropriate for all patients and all patients may not benefit. For additional information on the company or the products including risks and benefits, please visit ********************** We are aware of active recruitment scams using the SI-BONE name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology. We will never ask candidates to cash checks or make a payment in order to be considered for a position. SI-BONE only uses company email addresses, which contain "@si-bone.com" to communicate with candidates. If you believe you've been a victim of a phishing scam, please visit the Cybersecurity & Infrastructure Security Agency at *************************************************** learn how to report it.
    $85k-125k yearly Auto-Apply 48d ago
  • Financial Analyst (Remote NC)

    Vaya Health 3.7company rating

    North Carolina jobs

    LOCATION: Remote - This is a home based, virtual position that operates Monday - Friday from 8:30am-5:00pm EST. Must live in North Carolina or within 40 miles of the NC border. GENERAL STATEMENT OF JOB This position will provide a professional level of accounting and analysis of an array of functions including but not limited to the following: 1) Preparation of Departmental Budget Variance Reports 2) Detailed review of expenses and revenues posted to the Vaya Health General Ledger 3) Assistance with annual budget preparation 4) Tool Book and County reports preparation for the Division of Mental Health, (5) Attachment D's, and (6) maintenance of the Non-Medicaid UM Plan. This position will also be responsible for preparing monthly financial reports that will be reviewed by members of Finance Management and Senior Management as well as reports to various program directors that capture information on budgeted and actual expenses throughout the year. Note: This position requires access to and use of confidential healthcare information or protected health information (PHI) as described in laws addressing patient confidentiality, including, but not limited to, the federal HIPAA law, the Confidentiality of Alcohol and Substance Abuse Patient Records law, 42 CFR Part 2, and various state laws. As such, the individual filling this position shall be required to be trained regarding such laws and shall be required to observe those laws in his/her capacity as an employee of Vaya Health. The individual filling this position shall also sign a confidentiality statement as an employee of Vaya Health. ESSENTIAL JOB FUNCTIONS Accounting and Reporting Functions: This position is responsible from completing the required State Tool Book as part of Vaya's contract with DMH. Included in this Monthly Financial Tool Book are reports pertaining to the use of County Funds, Federal Non-UCR Funds and Non-UCR Single Stream Funds. This position will prepare several financial reports that will be reviewed by Finance Management on a monthly basis. The accuracy and timeliness of these reports are essential. The ability to produce non-routine financial reports at the request of Vaya Management or from external parties will also be the responsibility of this position. This position is also responsible for monthly revenue accruals (Fed UCR, Single Stream, 3-Way), monthly IGT payment accrual, monthly reconciliation of Medicaid in GP to claims system, monthly maintenance and reconciliation of the Prepaid Schedules, and various Balance Sheet reconciliations as assigned. This position will analyze all reports and data to trend and predict the financial risk of Vaya Health. This information will be provided to Finance Management, Senior Management, and Network and Services Management Committee as requested. Assist with Non-Medicaid Funded Contracts: This position will create and maintain the Financial Section (Attachment D) of all Non-Medicaid funded non Fee for Service contracts. This will require the creation of all Attachment D's at the beginning of each Fiscal Year in accordance to budgeted amounts contained in the agency's Utilization Management (UM) Plan as well as making necessary changes though out the Fiscal Year. Assist with Monthly Budget Variance Reports: This position will be responsible for preparing the monthly “Other Expenses” portion of the Departmental Budget vs Actual Variance reports and will analyze and provide commentary on the variances. These reports also include graphs, income statements, and pre-paid schedules. Internal Procedures: This position will manage and keep current the maintenance of the internal financial procedures pertaining to Monthly Departmental Budget Variance Reports, monthly revenue accruals (Federal UCR, Single Stream, 3-Way), monthly ToolBook and County Reports to the Division, monthly reports to Management (CFAC, Use of Interest), Prepaid Schedules (Insurance, Other, Travel), and any other procedures directly related to the functions of this position. Other duties as assigned. KNOWLEDGE, SKILLS, & ABILITIES Considerable knowledge of Generally Accepted Accounting Principles and practices of public and business administration. Considerable knowledge of modern office procedures, practices, and equipment. General knowledge of personnel policies and procedures. General knowledge of Governmental accounting practices and procedures. Ability to initiate and install administrative programs and procedures and to evaluate their effectiveness. Ability to exercise judgment and discretion in establishing, applying, and interpreting policies and procedures. This position requires knowledge of Microsoft Office 365 (Excel, Word, Power Point, Outlook, Teams), use of pivot tables, Microsoft Dynamics GP or equivalent ERP, and Adobe Acrobat software. Demonstrates excellent organizational skills and strong interpersonal skills. Ability to communicate findings in both oral and written form. Must be able to establish and maintain effective working relationships within the department and across the organization. This position must be familiar with and/or know how to reference the full range of applicable State and Federal laws, APSM, standards, and regulations that impact Vaya Health. EDUCATION & EXPERIENCE REQUIREMENTS Graduation from high school and a minimum of 12 credit hours in accounting from an accredited university, college, community college or business school and ten years of the required experience. OR Completion of a two year course in accounting or business from an accredited university, college, community college or business school with seven years of the required experience OR Graduation from a four-year college or university with a major in accounting, finance, or business administration, plus four years of experience in an accounting office PHYSICAL REQUIREMENTS Close visual acuity to perform activities such as preparation and analysis of documents; viewing a computer terminal; and extensive reading. Physical activity in this position includes crouching, reaching, walking, talking, hearing and repetitive motion of hands, wrists and fingers. Sedentary work with lifting requirements up to 10 pounds, sitting for extended periods of time. Mental concentration is required in all aspects of work. RESIDENCY REQUIREMENT: The person in this position must live North Carolina or within 40 miles of the NC border. SALARY: Depending on qualifications & experience of candidate. This position is exempt and is not eligible for overtime compensation. DEADLINE FOR APPLICATION: Open Until Filled. APPLY: Vaya Health accepts online applications in our Career Center, please visit ****************************************** Vaya Health is an equal opportunity employer.
    $47k-60k yearly est. Auto-Apply 4d ago

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