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Portfolio manager jobs in Idaho

- 64 jobs
  • Tax Manager

    Corporate Tools

    Portfolio manager job in Post Falls, ID

    Corporate Tools is looking for Tax Managers. Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. We seek smart and scrappy Tax People that would like to use their knowledge and skills in Tax Compliance and Strategy for the greater good of.... paying as little tax as we should. We are a large nationwide professional services company that services millions of customers. We grow a lot every year. We are family owned and operated and have 1500 employees. We have no debt or investors. Your work matters here. The job is in North Idaho so that's weird. That should make you very happy about it, not upset about it. Maybe you've always wanted to move to a place where you aren't surrounded by a bunch of people, and just needed an amazing Tax Job to find a reason! Or maybe you've always wanted to ruin the cost of living in a small place like North Idaho and come infiltrate our home country with your second home or equity you made off your big city home appreciation and you're looking for a tax job to make that all make sense. Maybe you have gotten exhausted just doing dumb reports and not driving anything. We need Tax Managers that want to be a part of our business. You need to be hungry, humble, and enjoy working as a team. We want you to be a part of our business decisions and strategy as well as tax. A successful Tax Manager here wants to be a part of the business, not squirreled away in a Tax Department. xevrcyc We want you to be a part of what we do here not just some expense no one is happy about.
    $67k-96k yearly est. 1d ago
  • Trust Portfolio Manager

    Umpqua Bank 4.4company rating

    Portfolio manager job in Boise, ID

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. Assist in the management of the company's investment process and strategic thinking. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. Proficient in global asset allocation strategies including alternative investments. Monitor and assess portfolio performance. Excellent communicator that builds trust with clients, business partners and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision making. Familiarity with trust law, estate planning and fiduciary responsibilities. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned. About You: B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required. Master of Business Administration and/or Chartered Financial Analyst designation, preferred. 5 years of industry work experience, required. 5 years of Experience with trust software, preferred. Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities. Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills. Effective team player. Effective verbal and written communication skills. Ability to meet bonding requirements for employment purpose. Stays informed of developments in security markets. Performs investment research. High level of understanding of asset allocation strategies. Skills and knowledge to manage individual equity or fixed income strategies. Travel Type: Occasional Job Location(s): This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: Scottsdale, AZ Phoenix, AZ Salt Lake City, UT Boise, ID Salem, OR Portland, OR San Diego, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $102.4k-190k yearly Auto-Apply 55d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Boise, ID

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $191k-343.9k yearly 33d ago
  • Trust Portfolio Manager

    Columbia Bank 4.5company rating

    Portfolio manager job in Boise, ID

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. Assist in the management of the company's investment process and strategic thinking. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. Proficient in global asset allocation strategies including alternative investments. Monitor and assess portfolio performance. Excellent communicator that builds trust with clients, business partners and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision making. Familiarity with trust law, estate planning and fiduciary responsibilities. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned. About You: B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required. Master of Business Administration and/or Chartered Financial Analyst designation, preferred. 5 years of industry work experience, required. 5 years of Experience with trust software, preferred. Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities. Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills. Effective team player. Effective verbal and written communication skills. Ability to meet bonding requirements for employment purpose. Stays informed of developments in security markets. Performs investment research. High level of understanding of asset allocation strategies. Skills and knowledge to manage individual equity or fixed income strategies. Travel Type: Occasional Job Location(s): This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: Scottsdale, AZ Phoenix, AZ Salt Lake City, UT Boise, ID Salem, OR Portland, OR San Diego, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $50k-90k yearly est. Auto-Apply 55d ago
  • Corporate Banking Portfolio Manager - Boise

    Zions Bancorporation 4.5company rating

    Portfolio manager job in Boise, ID

    Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's "Best Banks to Work For" almost every year since 2013, among the Best Places to Work in Idaho and as Best Employer from Utah's Best of State. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. **Zions Bank has just opened an opportunity for a Corporate Banking Portfolio Manager based in Boise, Idaho.** If you are ready to move your career forward, read on. **The role of a Corporate Banking Portfolio Manager:** + Manage and service a portfolio of corporate banking loan relationships. + Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations. + Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. + Handle maintenance of existing relationships. + Assist with credit requests, including preparing credit requests for consideration of approval. + Expand, build and maintain relationships, with a resulting high degree of customer satisfaction. + Other duties as assigned. **Qualifications:** + Requires a bachelor's degree in Business, Finance or a related field and some experience with corporate banking lending and financial spreading and statements or other directly related experience. + An equivalent combination of education and experience may meet qualifications. + Basic knowledge of middle market and corporate banking loans, credit and/or related lending processes and procedures. + Knowledge of middle market and corporate banking credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. + Good oral and written communication skills needed to create relationships with clients and to communicate internally with credit partners. + Analytical skills needed for credit approvals, credit analysis and underwriting. + Good organizational and problem resolution skills. + PC skills required. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **Req ID:** 068726 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $91k-146k yearly est. 22d ago
  • Commercial Portfolio Manager

    Pearson 4.7company rating

    Portfolio manager job in Boise, ID

    Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 21939 \#location
    $46k-73k yearly est. 11d ago
  • Portfolio Manager I

    Sunwest Bank 4.1company rating

    Portfolio manager job in Boise, ID

    With direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to a wide range of loans. Prepares, or assists in the preparation of Credit Authorizations in accordance with the Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third party analysis. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements, and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES • Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans. • Maintains an assigned/delegate loan portfolio as the primary relationship officer. • Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns. • Prepares of existing and potential borrowers. • Recognize and act on customer prospects; cross sell opportunities with existing customers. • Make proper referral of loan opportunities to lending personnel. • Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis. • Reviews loan agreement covenants for verification of the borrower's compliance thereto. • Accurately prepares financial projections as required. • Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process. • Collects industry information relevant to existing and proposed borrowers using internal & external sources. • Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues. • Works with clients in regards to past due payments/loan maturities. • Conducts trade and reference checks on customers/prospects. • Reviews documentation to ensure compliance with Bank policy and procedures. ADDITIONAL RESPONSIBILITIES • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management • Demonstrates high level of quality work, attendance and appearance • Adheres to all Company Policies & Procedures and Safety Regulations • Adheres to local, state and federal laws • Performs any other duties that may be assigned by warehouse manager • Understands and complies with all company rules and regulations • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. MINIMUM QUALIFICATIONS • A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. • Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. • Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. • Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs. • Intermediate working knowledge of loan documentation. • Must be able to handle a strong volume of work flow from various sources. • Ability to maintain confidentiality of all bank and client information. COMPETENCIES: • Adaptability • Communication • Decision Making • Initiative • Innovation • Motivator • Organization • Professionalism • Results Orientated
    $48k-76k yearly est. Auto-Apply 60d+ ago
  • Syndication Portfolio Manager (Remote WA, OR, ID & CA)

    Banner Bank 4.7company rating

    Portfolio manager job in Boise, ID

    More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Syndication Portfolio Manager, you will be responsible for monitoring and reporting of the ongoing financial health of the syndicated loan portfolio. Track portfolio performance for delinquency, charge-offs, and risk migration, while providing regular feedback to senior management.In this role you will have the opportunity to: Directs day-to-day monitoring of the syndicated loan portfolio, including financial performance, covenant compliance, liquidity trends and borrower credit outlook. Maintains direct contact with external agents to coordinate receipt of compliance certificates, financial models, notices, and other credit related reporting. Assist with the loan trade settlement and portfolio administration, ensuring accurate reconciliation of positions, allocation notices and agent bank reporting. Collaborate with credit underwriters and relationship managers to support ongoing credit monitoring, amendment/waiver requests and analysis of borrower performance trends. Prepare internal credit monitoring reports and annual reviews providing clear assessment of borrower credit quality, sponsor strength, leverage metrics and industry risks. Evaluate amendments, waivers and borrower requests summarizing financial impacts and provide recommendations to the Chief Credit Officer or designated committees. Ensure compliance with internal credit policies, regulatory expectations and loan agreements, including documentation accuracy, reporting deadlines and covenant requirements. Education & Certifications Bachelor's degree in business, Accounting, Finance, Data Analytics or other related field Required (an equivalent combination of education and experience may be considered) Experience 4 or more years of commercial lending experience Required Knowledge, Skills and Abilities Ability to work with underwriting and others on a collaborative basis, pulling together borrower performance and credit market dynamics. Strong knowledge of commercial lending regulations and leveraged lending guidance, including documentation standards, covenants and regulatory review expectations. Advanced analytical skills, including financial modeling, covenant analytics, sensitivity testing and identification of early warning indicators in borrower performance. Advanced Excel, Power Point and Word skills with the ability to prepare committee ready materials, portfolio level reporting and bank wide credit risk summaries. Excellent verbal and written communication skills with an ability to build strong partnerships across the organization and capable of translating technical findings into clear recommendations for management and cross functional teams. Travel 20% Compensation & Benefits Targeted starting salary range (based on experience): $88,657 - $$116,819 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $88.7k-116.8k yearly Auto-Apply 11d ago
  • Community Asset Manager - Post Falls/Coeur d'Alene/Rathdrum

    Prodigy Property Management LLC

    Portfolio manager job in Coeur dAlene, ID

    Job DescriptionCommunity Asset Manager Multifamily Property Management | Real Estate Operations | Leasing & Marketing We are seeking an experienced and motivated Community Asset Manager to oversee one of our multifamily apartment communities. This role is ideal for a real estate professional who is passionate about residential property management, resident experience, and maximizing the long-term value of a community asset. The Community Asset Manager plays a key role in ensuring operational excellence, strong leasing performance, and a welcoming, well-maintained living environment. As the on-site leader, the Community Asset Manager is responsible for the day-to-day operations of the apartment community, ensuring the property operates efficiently, safely, and in alignment with ownership and management goals. This position blends leasing, marketing, financial oversight, resident relations, and facilities coordination, making it well suited for someone who thrives in a dynamic, multifaceted role within the multifamily housing industry. The ideal candidate is highly organized, detail-oriented, and capable of working independently while managing multiple priorities. Strong communication skills are essential, as this role serves as the primary point of contact for residents, vendors, and internal stakeholders. You will oversee leasing activity, support marketing initiatives to drive occupancy, manage resident concerns with professionalism and empathy, and ensure the property's physical condition meets both company standards and local building codes. A high school diploma or equivalent is required, with a college degree preferred. Candidates should bring strong problem-solving abilities, sound judgment, and a proactive management style. Basic knowledge of building systems and codes is important, along with the ability to coordinate maintenance, light housekeeping, and general site oversight in both office and exterior environments. We offer a positive, supportive work environment with opportunities for growth, performance incentives, and a competitive benefits package for eligible employees. Benefits include health, dental, and vision insurance, basic and voluntary life insurance, short- and long-term disability coverage, flexible spending accounts, and a 401(k) retirement plan. If you are looking to grow your career in real estate asset management and multifamily property operations, we invite you to apply and become a key contributor to the success of our community.
    $62k-97k yearly est. 26d ago
  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Boise, ID

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $71k-93k yearly est. 34d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Boise, ID

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $45k-65k yearly est. 60d+ ago
  • Risk Manager

    Shoshone Medical Center

    Portfolio manager job in Kellogg, ID

    Full-time Description Risk Manager Shoshone Medical Center is seeking a dedicated and detail-oriented Risk Manager to lead and coordinate all aspects of the facility's risk management program. This role is responsible for managing potential and pending claims, coordinating legal processes, developing and evaluating the annual risk management plan, and ensuring compliance with CMS, IDAPA, and internal standards. The Risk Manager plays a key role in promoting patient safety, supporting quality care initiatives, and minimizing organizational loss. This position also serves as the facility's Privacy Officer and Compliance Officer per SMC policy. Key Responsibilities: Implement and maintain a facility-wide incident reporting system for risk identification, investigation, and mitigation. Develop, review, and revise risk-related policies, procedures, protocols, forms, and consents. Manage claims, including responding to interrogatories, Notices of Tort or Claim, and coordinating claim investigations. Serve as a liaison and resource for staff and medical providers regarding potential or pending litigation. Ensure appropriate documentation and reporting systems for patient and visitor concerns or complaints; collaborate with department leaders to resolve issues and implement improvements. Coordinate with insurance carriers to support the organization's risk management program. Notify liability carriers-primary and excess-of actual or potential claims. Analyze risk management data, identify trends, and prepare reports for the IDC, MEC, and Board of Trustees. Educate employees, physicians, and board members on risk management practices and initiatives. Maintain confidential risk management files, statistics, and documentation in compliance with state and federal regulations. Review and address patient/visitor complaints; work with patients and families to resolve concerns with potential liability implications. Participate in disclosure of medical errors, root cause analyses, and Failure Mode and Effects Analysis (FMEA). Report unanticipated events to appropriate parties as required. Collaborate with legal counsel on investigations, litigation preparation, and defense of claims; collect and maintain necessary documents and testimony materials. Report incidents with claims potential to the CEO and escalate serious events involving actual or potential harm. Establish and manage a Threat Assessment Team to provide education, identify areas of risk, and recommend solutions. Serve as the organization's Privacy Officer and Compliance Officer with responsibilities defined by SMC policy. Oversee contract review for SMC to assess risk exposure, ensure compliance, and support organizational decision-making. Benefits paid 100% for the employee. Medical Dental Short-term disability Long-term disability Life insurance We also offer retirement - with up to a 7% match A generous paid time off program. Requirements Risk management experience preferred.
    $76k-110k yearly est. 18d ago
  • Senior Risk Manager - Retail Lending & Specialty Finance

    Idaho First Bank 3.6company rating

    Portfolio manager job in Boise, ID

    Full-time Description The Senior Risk Manager, North America, is responsible for overseeing credit and portfolio risk across the Bank's retail and specialty finance exposures in the region. This role supports BAWAG Group's warehouse lending and whole loan purchase activities by providing risk oversight, ensuring sound credit practices, and contributing to the expansion of the Group's North American portfolio. This position will be located in Boise and will be integrated with the Idaho First Bank team. This role will provide risk oversight of all retail and specialty finance originations across North America, working in conjunction with the Group Risk functions. Essential Functions: Lead risk due diligence of all new platforms and specialty finance lenders, Review of lending/servicing policies and procedures against market standards, BAWAG Group risk appetite Market overview of the asset class with identifying key macro risk drivers Financial and Business model resilience of the counterparty (sponsor/lending platform) Provide inputs into risk mitigation measures (e.g., deal covenants, cash sweep/default triggers, credit box set up etc.) Day to day oversight of portfolio servicing, and act as risk point of contact for all operational matters relating to these exposures. Lead Monthly servicer performance review Leverage group reporting/analytics team to monitor portfolio performance and come up with mitigating measures where needed Support Group risk with planning of risk metrics, lead discussions with auditors on risk matters relating to the portfolios Requirements Bachelors degree in Finance, Accounting or Business Administration 5-7 years of experience with a wide range of retail lending products in a control function (Risk/Finance) Experience working in a structured finance set up ideal, but not necessary About IFB Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, Bend and Hailey. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at ********************** Equal Opportunity Employer Salary Description $130,000 - $175,000
    $130k-175k yearly 60d ago
  • Home Healthcare Claims Pre-Billing Audit Manager

    Centerwell

    Portfolio manager job in Boise, ID

    **Become a part of our caring community and help us put health first** The Manager of Pre-Bill Audit provides strategic leadership and operational oversight for the organization's pre-billing function. This role is responsible for ensuring all claims are audit-ready prior to release, driving standardization across branches, and delivering measurable improvements in unbilled rates, revenue cycle performance, and compliance. The Manager leads a team of Pre-Bill Specialists, partners with senior leadership, and champions initiatives that enable scale and reduce variation in billing practices. The Manager of Pre-Bill Audit provides strategic leadership and operational oversight for the organization's pre-billing function. This role is responsible for ensuring all claims are audit-ready prior to release, driving standardization across branches, and delivering measurable improvements in unbilled rates, revenue cycle performance, and compliance. The Manager leads a team of Pre-Bill Specialists, partners with senior leadership, and champions initiatives that enable scale and reduce variation in billing practices. Strategic Leadership + Establish and execute the vision for centralized pre-billing aligned with organizational revenue cycle strategy. + Drive standardization of processes across markets, ensuring consistent application of billing readiness practices. + Develop performance dashboards, KPIs and SLAs to measure team effectiveness and financial impact. Operational Oversight + Lead and mentor Pre-Bill Supervisors to ensure timely and accurate claim readiness across multiple regions. + Monitor national unbilled metrics and implement action plans to sustain improvement. + Oversee audit readiness for Medicare, Medicaid and commercial payers; ensure pre-billing activities meet compliance standards. + Serve as the escalation point for complex payer issues, systemic process barriers or cross-functional challenges. Collaboration & Partnership + Partner with Region and Area leadership, Finance, Compliance, and other corporate teams to align pre-billing strategy with enterprise goals. + Collaborate with IT and HCHB support teams to optimize system workflows, reporting and automation opportunities. + Provide updates to executive leadership on performance, risks and opportunities for scale. People Leadership + Build a high-performing centralized team through effective recruiting, onboarding, coaching and talent development. + Foster a culture of accountability, continuous improvement and data-driven decision-making. + Support professional growth and career pathing for Pre-Bill Supervisors and Specialists. **Use your skills to make an impact** **Required Skills:** + Bachelor's degree in healthcare administration, business, or a related field; in lieu of a degree, a minimum of 8 years of home health experience, including at least 2 years in a leadership role. + 2+ years of experience in a leadership role. + 7+ years of experience in home health. + Strong understanding of system workflows in Homecare Homebase (HCHB) preferred. + Deep knowledge of Medicare and Medicaid billing requirements. + Proven ability to lead large, distributed teams and manage to performance targets. + Exceptional communication, relationship-building and change-management skills. + Strong analytical and problem-solving abilities, with demonstrated success in using data to drive operational decisions. **To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:** + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. + Satellite, cellular and microwave connection can be used only if approved by leadership. + Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. + Home or Hybrid Home/Office employees will be provided with telephone equipment appropriate to meet the business requirements for their position/job. + Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information. **CenterWell Home Health offers a variety of benefits to promote the best health and well-being of our employees and their families. Our competitive and flexible benefits surround you with support the same way you do for our patients and members, including:** + Health benefits effective day 1 + Paid time off, holidays, and jury duty pay + Recognition pay + 401(k) retirement savings plan with employer match + Tuition assistance + Scholarships for eligible dependents + Caregiver leave + Employee charity matching program + Network Resource Groups (NRGs) + Career development opportunities Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. **Scheduled Weekly Hours** 40 **Pay Range** The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $86,300 - $118,700 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. **Description of Benefits** Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 12-26-2025 **About us** About CenterWell Home Health: CenterWell Home Health specializes in personalized, comprehensive home care for patients managing a chronic condition or recovering from injury, illness, surgery or hospitalization. Our care teams include nurses, physical therapists, occupational therapists, speech-language pathologists, home health aides, and medical social workers - all working together to help patients rehabilitate, recover and regain their independence so they can live healthier and happier lives. About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation's largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first - for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one. **Equal Opportunity Employer** It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Centerwell, a wholly owned subsidiary of Humana, complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our full accessibility rights information and language options *************************************************************
    $86.3k-118.7k yearly 6d ago
  • ASSET MANAGER

    City of Rapid City (Sd 4.1company rating

    Portfolio manager job in Rexburg, ID

    This job description outlines the general nature and level of work performed. It is not an exhaustive list of all responsibilities, duties, and skills required. Job Summary: This position will guide the implementation and enhancement of asset management programs to maximize value, reliability, and operational performance. This role will oversee procurement, purchasing, and the Computerized Maintenance Management System (CMMS) team, ensuring alignment with regulatory and organizational standards. The role manages the full asset lifecycle while balancing cost, risk, and service levels to support sustainable operations. Essential Duties and Responsibilities: * Collaborates with contractors, project managers, engineers, city departments, and other stakeholders to understand their asset data needs to deliver accurate information. * Utilizes a comprehensive database of city utility assets encompassing location, condition, age, and maintenance history through a CMMS and related applications. * Conducts scheduled asset reviews and diagnostic assessments to support data accuracy and informed asset management decisions. * Partners with the City's Geographic Information System (GIS) division to leverage GIS technology for enhanced visualization of asset locations and optimal analysis of network connectivity. * Evaluates operational performance data to proactively detect potential asset failures, enabling the strategic prioritization of maintenance activities. * Performs life cycle cost analyses to determine optimal timing for asset replacement. * Develops performance metrics to track asset integrity and enable data-driven asset health and performance assessments. * Contributes analytical expertise and asset condition data to strengthen long-range Capital Improvement Plans (CIP) for enterprise Utilities. * Oversees the procurement of goods and services for Division operations, ensuring efficient inventory management, purchasing, fiscal control, and compliance with applicable policies and regulations. * Establishes comprehensive policies and procedures for the procurement, purchasing, and CMMS functions while coordinating asset management with the City's financial software. * Conducts internal audits to verify compliance with fiscal, regulatory and procedural standards. * Coordinates with operations and maintenance teams to strategically prioritize maintenance activities and allocate budgets for repairs, replacements, and upgrades, ensuring timely and effective execution. * Assesses aging infrastructure risks and aids in implementing preventative maintenance to mitigate failures and ensure service continuity. * Collaborates in the development of forward-looking maintenance strategies to ensure asset integrity and support continuous service operations. * Articulates asset management initiatives and strategic priorities to stakeholders, across the Utility Enterprise Divisions, fostering alignment and informed decision-making. Qualifications: * Bachelor's degree in Engineering, Asset Management, Business Administration or related field required. * Five years of experience in asset management, maintenance, engineering, purchasing or related area required. * Demonstrated knowledge of asset lifecycle management principles, including familiarity with ISO 55000 standards. * Proficient in the use of CMMS platforms for managing asset data, scheduling maintenance, and optimizing operational efficiency. * Proficiency with Microsoft Office, GIS, SCADA, data analytics, reliability assessment tools, and relevant financial applications. Work Environment: Most work is performed indoors in an office where interruptions may occur. While performing the duties of this job, the employee is regularly required to sit; use hands; talk and hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
    $44k-67k yearly est. 26d ago
  • Compliance Audit Manager

    Cardinal Health 4.4company rating

    Portfolio manager job in Boise, ID

    **What Ethics & Compliance contributes to Cardinal Health** Ethics & Compliance promotes a culture that encourages ethical conduct and a commitment to compliance. This function implements strategies and processes to ensure adherence to policies, educates and trains employees across the organization, and conducts investigations to resolve ethics and compliance issues. **Compliance Audit Manager** Reporting to the Compliance Director, this position supervises and manages compliance audits to determine organizational integrity of billing for professional (physician) services and/or hospital (technical) services. This position will also support the Director with transactional audit diligence and integration planning, as well as the development and completion of the annual enterprise risk assessment and audit and monitoring plan. The Manager has supervisory responsibility for all Compliance Audit staff. **Responsibilities** + Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to physician or hospital (inpatient and outpatient) billing and/or medical necessity reviews. + Prepares written reports of audit findings and recommendations; presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records. + Conducts risk assessments to define audit priorities based on previous audit findings, management priorities, coding utilization patterns, national normative data, CMS and CCI initiatives, OIG work plans and advisories as well as healthcare industry best-practices. + Develops and implements compliance training and education to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures. + Provides feedback and training for physicians and staff regarding coding insufficiencies. + Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements. + Serves as liaison with 3rd party auditors conducting audits as well as manages in-house auditing staff. + Supports the overall workplan of the Compliance Department. **Qualifications** + Bachelor's degree in Health Information Management, Business or related field preferred. + 6+ years of experience in physician and/or hospital coding and auditing, medical necessity reviews, or related work; cancer and urology service line experience preferred; ASTRO and ACR-guideline knowledge a plus. + AAPC, AHIMA or HCCA Coding certification and or Auditing/Compliance certification (CPC, CCS, CCS-P, COC, CPMA, CHC) preferred. + Ensures compliance with regulations and controls by examining and analyzing records, reports, operating practices, and documentation; recommends opportunities to strengthen the internal control structure. + Understands institutional risks and shows appropriate judgment, using a risk-based approach in planning and executing audit plans. + Expert-level knowledge and application of Medicare/Medicaid documentation and coding rules and guidelines; ICD/CPT/HCPCS/DRG/APC documentation coding rules; medical terminology; E/M rules; healthcare compliance audit methodology, principles and techniques; ability to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation during audit reviews. + Ability to communicate complex and potentially sensitive issues to all levels of management, physicians, and others; strong presentation and communication skills (MS Word, Excel, PowerPoint, and Outlook). **What is expected of you and others at this level** + Manages department operations and supervises professional employees, front line supervisors and/or business support staff + Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects + Participates in the development of policies and procedures to achieve specific goals + Recommends new practices, processes, metrics, or models for a successful auditing program + Possesses strong attention to detail + Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment + Independently determines method for completion of new projects + Receives guidance on overall project objectives + Excellent time management, personal integrity and ability to maintain confidentiality. **Anticipated salary range:** $105,100 - $140,100 **Bonus eligible:** Yes **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:** 01/07/2025 *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 (***************************************************************************************************************************
    $105.1k-140.1k yearly 46d ago
  • Tax Manager

    Eide Bailly 4.4company rating

    Portfolio manager job in Twin Falls, ID

    Work Arrangement: In-office or Hybrid Typical Day in the Life A typical day as a Tax Manager might include the following: * Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries. * Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. * Looking at tax situations from various angles to ensure the maximum tax benefit is applied. * Developing solutions and communicating those solutions to the engagement team and client. * Manages client relationships by monitoring client needs and building value into professional service. * Participates in the area of business development. * May assist with client billings to ensure they reflect work performed. * Supervises and delegates duties to Associate and Senior Associate level staff. * Provides mentoring and technical training for employees in the tax department. * Attends training seminars, professional development, and networking events. Who You Are * You have Bachelor's degree in Accounting. * You have CPA license or Enrolled Agent (EA) certification. * You have 5-7 years of tax experience within public accounting. * You have extensive knowledge of tax accounting principles and IRS regulations. * You actively stay up-to-date on the ever-changing tax industry's regulations and policies. * You are a self-starter who enjoys working independently and in a team environment. * You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-AH1
    $71k-99k yearly est. Auto-Apply 60d+ ago
  • Branch Manager

    Renuity

    Portfolio manager job in Boise, ID

    Renuity Branch Manager Base Salary: $75,000 - $85,000/yr The home improvement industry is broken. Renuity is here to fix it. We're on a mission to revolutionize home improvement, making it faster, easier, and stress-free to upgrade your home inside and out. Whether it's a new bath, a custom closet, or exterior upgrades, we help people create homes they love - without the hassle. With expert teams in 36 states and counting, there's probably a Renuity home in your neighborhood. And we're just getting started. If you're ready to build the future of home improvement, join us. What We Offer Competitive Pay: $75,000 - $85,000/yr Truck Allowance Comprehensive benefits including medical, dental, and vision Opportunity to work with a nationally recognized brand, Kohler! About the Role Manage and supervise Branch employees and oversee all Branch operations to ensure Company procedures and processes are being followed Communicates with managed employees, Sales Reps, customers, and administrative personnel to ensure the best service is being offered; includes addressing and resolving serious installation/service issues Ensures implementation and adherence to all health and safety procedures, assisting in the proper documentation of all jobsite accidents and incidents Coordinates with other branches to share knowledge, plan promotional activities, and achieve goals Key Qualifications 8+ years' experience in the home improvement industry. 5+ years of management or supervisory experience. Strong written and verbal communication skills. Ability to manage and inspect the quality of all employee or subcontractor installations and jobs. Knowledge of systems such as Microsoft Suite, Google Suite, and CRM Tools (i360 - SalesForce). Valid drivers license. About Us: Renuity is a national leader in the direct-to-consumer home improvement industry, dedicated to transforming spaces and enhancing lives. As one of the fastest-growing providers in the country, we operate under the Renuity brand and through a network of trusted regional companies-including Mad City Windows & Baths, FHIA Remodeling, Statewide Remodeling, MaxHome, Rite Window, and Closet America. Backed by private equity and fueled by an ambitious growth strategy, Renuity has expanded rapidly through strategic acquisitions. Today, we're focused on unifying our brands, streamlining operations, and delivering exceptional service to homeowners nationwide. We've already helped hundreds of thousands of customers upgrade their homes with quality products and expert installation-at competitive prices. At Renuity, you'll join a dynamic, fast-paced, and collaborative team where your work directly contributes to the company's success. Our people work closely with executive leadership, embrace innovation, and drive real impact. Whether you're in the field or at HQ, you'll be part of shaping the future of home improvement-and building a career you can be proud of. To learn more, visit ******************** #RHB Renuity and its affiliates are committed to equal opportunity. We value and embrace diversity and inclusion of all Team Members. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact ******************************. If you have a question regarding your application, please contact ****************** To access Renuity's Privacy Policy, please click here: Privacy Policy
    $75k-85k yearly Auto-Apply 2d ago
  • Finance Manager

    One Love Agency

    Portfolio manager job in Boise, ID

    Benefits/Perks Competitive salary commensurate with experience, $65k+/annual Performance-based bonus structure tied to billing collection ratios Health, dental, and vision insurance 401(k) with employer match Paid time off and holidays Professional development and leadership coaching toward CFO readiness Job SummaryAdolpho Enterprise LLC, a leading and rapidly growing $15M+ mental health agency, is seeking an exceptional Finance Manager to oversee and optimize our financial operations. This role is designed as a 2-year leadership development position, with the goal of transitioning the successful candidate into our Chief Financial Officer (CFO) role. The ideal candidate is both strategic and hands-on, capable of managing day-to-day finance operations while developing long-term systems that sustain our agency's mission-driven growth. You'll work directly with executive leadership to enhance fiscal accountability, financial forecasting, and organizational efficiency across all major financial domains. Responsibilities 1. Payroll Management Oversee and process bi-weekly payroll for all staff and contractors. Ensure compliance with state and federal wage laws. Maintain payroll accuracy and resolve discrepancies promptly. Coordinate with HR to manage compensation structures and benefit deductions. 2. Billing and Collections Manage the billing cycle for all services, ensuring timeliness, accuracy, and transparency. Maintain and improve the agency's collection ratio, currently at 93%, with bonus incentives tied to achieving: 93% Collection Ratio: Baseline performance bonus eligibility 95% Collection Ratio: Mid-tier performance bonus 97%+ Collection Ratio: High-tier performance bonus Collaborate with clinical and administrative teams to minimize revenue leakage and denials. Produce monthly billing reports and identify trends or bottlenecks in revenue flow. 3. Accounting and Financial Reporting Maintain accurate general ledger entries and financial records. Prepare monthly and quarterly financial statements for executive review. Assist in budgeting, forecasting, and variance analysis. Ensure compliance with GAAP and internal audit standards. Support external audits and coordinate year-end closing procedures. 4. HR and Benefits Administration Partner with HR to manage benefits administration, including health, retirement, and wellness programs. Oversee employee expense reimbursements, benefit reconciliations, and payroll integration. Support workforce financial planning, including salary reviews and cost analysis. 5. Tax Compliance and Strategy Ensure timely filing of all state and federal taxes. Coordinate with external CPAs for quarterly and annual returns. Monitor changes in tax laws affecting nonprofit/healthcare entities. Contribute to long-term tax efficiency and compliance strategy. Qualifications Bachelor's degree in Accounting, Finance, Business Administration, or related field (Master's preferred). Minimum of 1-3 years in finance, accounting, or related roles; experience in healthcare or nonprofit sectors preferred. Proficiency with accounting software (e.g., QuickBooks, Sage, or similar ERP systems). Strong understanding of GAAP, HR compliance, and payroll systems. Exceptional analytical, organizational, and communication skills. Leadership mindset with a desire for professional growth and executive-level impact. Are you interested in working with an industry leading mental health provider? At One Love Agency we are always looking for talented individuals to join our rapidly growing team at all levels Founded in 2012, One Love Agency is family owned and locally operated. Born from personal experience and with a mission to instill hope, One Love now provides general therapy, case management, community based rehabilitation, peer support, and payee services. From this extensive experience and diverse team, we are able to deliver collaborative and holistic care tailored to each client's needs.
    $65k yearly Auto-Apply 56d ago
  • Collections Manager

    Idaho Housing and Finance Association 3.5company rating

    Portfolio manager job in Boise, ID

    We are seeking a highly motivated Collections Manager to manage the day-to-day operations of our mortgage collections call center. This position works in collaboration with our customer service and default teams. The ideal candidate will possess strong leadership skills, excellent communication abilities, and a thorough understanding of credit and collections procedures. In This Role, You Will: Develop and implement effective collection and loss mitigation strategies Manage and supervise the collections team, providing guidance and support Maintain accurate records of collection activities and update account information Ensure compliance with company policies and relevant legal regulations Analyze collection data to identify trends and recommend process improvements At our organization, we are dedicated to improving lives and strengthening Idaho communities. We believe that housing opportunities, self-sufficiency, and economic development are the pillars of progress. Join us and be part of a professional and mission-driven organization that makes a meaningful impact on the lives of Idahoans. Requirements 5+ years of experience in management within a call center environment Bachelor's degree preferred Experience in mortgage operations and/or debt collection operations Ability to analyze data and make strategic decisions Familiarity with call center technology Excellent collaboration and communication skills Knowledge of relevant laws and regulations related to debt collection
    $39k-54k yearly est. 26d ago

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