Community Financial System Inc Jobs in Usa

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Commercial Banking Officer will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority. This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers. A valid drivers license is required.

• Solicit new business from present and prospective customers
• Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities
• Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports
• Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis
• Serve as a member of the Bank's sales team (e.g., Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development
• Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs
• Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services
• Approve or reject loan applications within individual lending authority
• Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems
• Maintain a working knowledge of bank operating policies and procedures which impact commercial services
• Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers
• Provide quality service to internal and external customers
• Demonstrate cooperative efforts in working with other departments and within own department
• Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan
• Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements
• Communicate with management and staff personnel in order to integrate goals and activities
• Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
• Maintain appropriate records and provide assigned reports.
• Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes.
• Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s)

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• Perform other related duties as assigned or directed

• Ideal candidate should have a minimum five (5) years experience in related positions.
• B.S. or B.A. Degree in a related field preferred
• Specialized banking education and training
• A valid drivers license is required.
• Proficient reading, writing, grammar and mathematic skills
• Proficient interpersonal relationship, communication and sales skills
• Thorough knowledge of the features and benefits of all bank commercial products and services
• Working knowledge of bank operating policies and procedures which impact commercial services
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally up to $2,500 in revenue and slightly more complex Job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor II is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Rate and quote renewal Commercial Lines risks.
• Screen, place, and approve Commercial Lines applications.
• Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority.
• Prepare and authorize ID cards for auto clients when necessary.
• Initiate, screen, and prepare endorsement requests on Commercial Lines.
• Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on.
• Authorize cancellation requests.
• Rate and compute endorsement, cancellation, additional or return premiums.
• Review Company produced policies, endorsements, audits for accuracy.
• Compute and initiate premium finance contracts as needed.
• Take claim reports and maintain claim files on clients handled as needed.
• Prepare summaries and proposals of insurance for existing accounts.
• Prepare bonds, endorsements, and cancellations.
• Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position.
• Technical proficiency with coverages and various types of insurance policies as appropriate.
• Authorize binding of Commercial Lines coverage within authority granted by the carrier.
• Contact carriers as needed.
• Contact producers as needed.
• Maintain client files and make client contacts as needed.
• Perform other duties as required.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

MINIMUM QUALIFICATION REQUIREMENTS:

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education:

• High School Diploma
• All applicants must be 18 years of age or older.

Professional Certifications/Licenses:

• Property/Casualty License Required
• If licensed, maintain Agent/Broker License through continuing education.
• Maintain or working toward a professional designation.

Experience/Skills:

• Three Years Insurance Experience Required
• Customer Service Experience
• Ability to use menu-driven software in addition to Word and Excel programs.
• Ability to work independently.
• Good organizational skills with the ability to manage multiple tasks efficiently.
• Must possess a valid driver's license and clean motor vehicle record.

Hours: 40 hours a week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position will comply with bank and investor guidelines with portfolio and investor mortgage loans, conducting required functions for special asset protection management.

Essential Responsibilities:

• Execute and submit secondary market investors, government agencies, and mortgage insurance delinquency and status reports to safeguard the company's interest
  • Adhere to guidelines set by investors, guarantors, and regulatory entitles for accurate and timely reporting
  • Manage audits conducted by third party companies such as TenA for quality control of FHA-HUD and USDA portfolios
• Prepare, monitor, and submit applicable servicing claims to safeguard the company's interests in residential real estate properties following applicable guidelines and regulations
  • Processing and application of, or release of claim documents and funds
  • Successfully resolve claim disputes brought to mortgage insurance, guarantors, and investor loan entities
• Oversee the workflow for maintaining post-foreclosure accounts including Other Real Estate Owned (OREO) properties
• Facilitate release requests including but not limited to release of security, releases of liability, and deed transfers by preparing, reviewing and processing documents
• Assist with conducting review, preparing and managing charge offs and write downs
• Prepare and mail notifications to borrowers per investor, guarantor, state, insurer, or bank guidelines
• Comply with applicable regulations including but not limited to Fair Debt Collections Practices Act, Real Estate Settlement Procedures Act, Service Member Civil Relief Act, Dodd-Fran Act (UDAPP) as they relate to consumer real estate loan collections
• Perform other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Consumer Real Estate Servicing Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Company in achieving their annual goals.

Education/Training/Requirements:

• High School Diploma or GED required
• A.A. or A.S. degree with business field of study or relevant work experience strongly preferred
• All applicants must be 18 years of age or older

Skills:

• Familiarity with collections, loss mitigation, foreclosure, and bankruptcy laws; servicing requirements of various secondary market investors and government agencies
• Proficient reading, writing, and grammar skills
• Excellent mathematical skills
• PC proficiency including Windows and Microsoft Suite
• Able to demonstrate ability to analyze data from reports/workbooks
• Excellent interpersonal and communication skills
• Must be collaborative, adapt and reprioritize, and have an independently objective mindset
• Must be able to consistently demonstrate the Company's core values; integrity, teamwork, excellence, and humility

Experience:

• Minimum of two (2) years' collections or loan servicing experience preferred

Hours: 40 hours/week (some OT including nights, weekends & holidays)

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The major responsibility for an Insurance Claims Representative is assisting the department with manners regarding the company's credit insurance programs and claims.

Essential Responsibilities

• Process Life and Disability Insurance claims
• Process Life and Disability Insurance proceeds received from an internal or external insurance carrier
• Perform next day verification of Life and Disability payments to ensure they were keyed to the customer's account correctly
• Process Total Loss claims
• Verify GAP coverage after a Total Loss and file the GAP claim. Process GAP refunds/issue checks
• Process Total Loss proceeds issued by auto insurance companies Process collision/repair checks issued by auto insurance companies
• Perform next day verification of Total Loss and/or collision repair payments to ensure they were keyed to the customer's account correctly
• Process cancellations on Total Losses for back-end products (i.e. Dealer Warranties)
• Prepare and send Customer Balance Letters
• Coordinate and process loan payoff requests
• Process the necessary lien and/or title releases
• Handle account researches, credit disputes, and/or assist with customer complaints. Cut and issue checks to applicable parties
• Correspond to and provide necessary documentation to third party companies including customers, physician offices, auto insurance companies, GAP insurance carriers, and dealership representatives to ensure all available monies or refunds are requested and paid in a timely manner
• Add and remove insurance codes on accounts accordingly to reflect the current account/claim status
• Perform next day verification of the addition or removal of insurance codes
• Assist with collection efforts on delinquent accounts with pending/active insurance claims Effectively communicate and cooperate with other Bank departments and personnel regarding accounts with insurance claims
• Thoroughly document accounts detailing the action taken, information needed, and/or next steps Perform daily and monthly balancing and reconciliation of general ledger accounts
• Continuously cross train on other functions as needed or requested Assist the Direct Lending Manager with tasks, reports, or projects Assist the Direct Operations Supervisor with tasks, reports, or project.
• Perform multiple queue verifications within the Consumer Loan platform to ensure all loans with open/active insurance claims are worked in a timely and regulatory manner
• Assist with updating procedures as needed
• Assist with and absorb additional insurance claim related functions resulting from a merger/acquisition
• Provide quality service to coworkers, customers, third party vendors, insurance companies, etc.
• Other duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Indirect/Direct Consumer Loan Departments, this position I s also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• High School Diploma or GED required
• Associates Degree in related field of study or two (2) years' experience in a related field preferred
• Valid driver's license
• All applicants must be 18 years of age or older

Skills:

• Keen attention to detail
• Proficient reading, writing, grammar and mathematics skills
• Proficient and professional interpersonal relations and communicative skills
• Adaptable
• Flexible and understanding of change
• Positive attitude with a level-headed approach
• Creative thinker
• Collaborative team player
• Dedicated work ethic and ability to manage responsibilities well
• Ability to work with high volumes at a fast pace while maintaining quality
• Able to maintain focus within an open floor plan office setting consisting of simultaneous professional conversations

Experience:

• Minimum of two (2) years of experience in related field strongly preferred

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position is responsible for processing various transactions for retirement plans, including trading responsibilities.

Essential Duties:

Create and review various retirement plan transactions in the OMNI recordkeeping system

Troubleshoot transaction rejects

Review trial postings of transactions prepared by other OMNI processors

Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)

Nightly Trading

Ensure timely processing of transactions

Completion of ASPPA's Retirement Plan Fundamentals courses (RPR)

Assist with various operational projects as deemed necessary by supervisor/manager

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties: As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Two year degree in Accounting or related field required

Minimum of 1 year Accounting, Payroll, or applicable office experience

Ability to be highly organized and show an attention to detail

Well-developed written and oral communication skills

Ability to prioritize work assignments and multitask

Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

All applicants must be 18 years of age or older

Hours: Fill In hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Overview:

Ready toconfigure,build,and integrate platforms that support how people work?The HR Systems Engineer is a hands-on engineer on an agile team responsible for designing,configuring,integrating, and supporting enterprise platforms across HR, Corporate Security, and Facilities systems.This role focuses on building secure, reliable solutions that connect cloud-basedandon-premisessystems to support criticalemployeeand operational experiences,from HR processesin Workdayto physical accessto our buildings.

Responsibilities include but not limited to:

• Engineer, configure,and support enterprise platforms acrossHR(including Workday), Corporate Security, and Facilities.

• Design, build, test, deploy and support secure integrations and configuration across cloud and on-prem platforms.

• Continuously improve internal solutions and packaged applications by aligning technical design to business needs.

• Partnerwith vendors to troubleshoot issues, perform root-cause analysis, and resolveproduct issues.

• Collaboratewith internal stakeholders including Enterprise Architecture, Third-party Risk Management,AI Governance,Security and Privacy to support platform securitystandards.

• Identifyopportunities to improve reliability, automation,and user experience acrossplatforms.

• Perform vulnerability management and support security engineering practices.

• CreateandmaintainStandard Operating Procedures tosupportoperationalexcellence and knowledge sharing.

• Develop system reports,analytics, and operational insights for business partners.

• Provide technical and functional support to other team members to achieve departmental goals.

Qualifications:

• Bachelor's degree or equivalent work experience in an engineeringor technicalrole.

• Strong technical aptitude.

• Excellent analytical, troubleshooting, andproblem-solving skills.

• Experience working on an agile development team.

• Ability to translate business requirements into technical solutions across diverse systems.

• Ability to manage priorities across multiple platforms and stakeholders.

• Clearcommunicator who cancollaborate,influence, andbuildtrusted partnerships.

Preferred Qualifications:

• 1-2years ofexperienceworking with WorkdayIntegrations(studio, core-connectors, etc.).

• A strong desireto explore configuring business processes.

• Experience supportingenterprise applications in hybrid hosting environments, includingon-premisesandcloud-basedplatforms.

*At Securian Financial the internal job title for this position is Engineering Sr. Analyst or Engineering Consultant.

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. Ifyou'reina commutable distance (90 minutes),you'lljoin us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

*Securian Financial Groups internal position title is Engineering Sr Analyst.

Position Summary:

Are you an experienced application developer passionate about creating impactful technology solutions? Securian Financial is seeking an Engineering Senior Analyst with 2-4 years of proven application development experience, specifically skilled in Java, Mainframe, and Informatica, to join our Life & Annuity Actuarial Systems Technology team. As a crucial member of our agile scrum team, you'll innovate, optimize data processing, and support critical actuarial systems, leveraging a diverse technology stack including AWS, Spring, SQL Server, and Oracle.

Responsibilities include but not limited to:

• Own critical business application support, promptly resolving complex production issues to ensure reliable and efficient operations.
• Drive modernization initiatives such as Application Rationalization and migration to AWS, significantly enhancing our systems' capabilities and performance.
• Become a subject matter expert in Individual Life and Annuity business processes, influencing strategic decisions and technical planning.
• Cultivate strong relationships with stakeholders and cross-functional teams, fostering collaboration and alignment.
• Lead and execute projects through detailed analysis, thoughtful design, robust development, rigorous testing, seamless integration, and successful implementation.
• Encourage innovation and creativity through a proactive test-and-learn approach, contributing actively to continuous improvement.

Qualifications:

• 2-5 years of proven professional experience in application development.
• Extensive experience (3+ years) in Java development, particularly using Spring and Spring Batch frameworks.
• Demonstrated ability to tackle and resolve complex technical challenges.
• Excellent communication and interpersonal skills, thriving in a collaborative team environment.
• Strong expertise in Mainframe systems and Informatica ETL tools.

Preferred Qualifications:

• Experience in system design and analysis.
• Expertise in Mainframe systems and Informatica ETL tools.
• Previous exposure to actuarial systems or financial services technology environments.

#LI-Hybrid **This position will have a hybrid working arrangement, working in-office for a minimum of 3 days a week.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

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Overview

Reporting to the Vice President & Chief Financial Officer, the Director of Financial Operations serves as a strategic finance leader and trusted business partner responsible for driving financial performance, operational excellence, and data-informed decision-making across the organization. The Director provides leadership and oversight for strategic finance, revenue analysis, payer structures, and the development of best-in-class financial and analytic operations that support optimal financial effectiveness, service excellence, and high-quality patient care.

This role partners closely with clinical, operational, and departmental leaders to guide annual operating and capital budgeting, long-range financial planning, forecasting, and performance improvement initiatives. The Director ensures transparent communication of financial results, productivity, resource utilization, KPIs, and variance analyses while proactively identifying trends, risks, and opportunities to strengthen financial performance.

Essential Duties

• Serve as a key strategic partner to the Vice President & CFO in setting and executing the organization’s financial strategy, with accountability for operational financial performance
• Lead financial planning, budgeting, forecasting, and long-range financial modeling, including annual operating and capital budgets and performance improvement initiatives
• Ensures compliance with relevant regulations, standards and directives from regulatory agencies and third-party payors
• Oversees preparation and submission of Medicare, Medicaid and other third-party cost reports
• Partner with clinical, operational, and departmental leaders to translate financial data into actionable insights related to productivity, resource utilization, service line performance, and revenue optimization
• Develop and oversee best-in-class financial analytics, benchmarking, and KPI dashboards to drive transparency, accountability, and continuous improvement
• Analyze financial and operational trends, variances, and risks; proactively develop and implement corrective action plans to achieve financial and operational targets
• Provide leadership over revenue analysis, payer structures, and labor productivity strategies to support margin improvement and sustainable growth
• Ensure effective financial controls, policies, and procedures are maintained in accordance with regulatory, audit, and governance standards
• Lead, mentor, and develop a high-performing finance team; foster strong internal communication, engagement, and a culture of collaboration and accountability
• Support organizational initiatives that enhance community relationships, physician alignment, and the organization’s overall reputation and mission

Responsibilities

Required Education:

• Master’s degree in Finance, Accounting, Business, or related field required; CPA preferred

Required Experience/Skills

• 7–10+ years of progressive healthcare finance experience, including leadership responsibility within a hospital, health system, or complex healthcare organization
• Demonstrated expertise in hospital financial operations, including labor productivity, revenue cycle performance, Medicare and Medicaid reimbursement, and operating and capital budgeting
• Strong strategic, analytical, and financial modeling capabilities with the ability to translate complex data into executive-level insights
• Proven ability to partner effectively with clinical leaders, physician groups, operational teams, and executive leadership
• Exceptional communication and presentation skills, with confidence engaging in high-level forums and addressing complex financial issues
• Experience leading change, driving performance improvement, and developing high-performing teams
• High integrity, sound judgment, and alignment with organizational values
• Proficiency in ERP and financial systems, with strong data visualization and reporting capabilities

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties within scope of practice of role.

Our Commitment To You

Riverside Healthcare offers a comprehensive suite of Total Rewards: benefits and nationally rated employee well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so your journey at and away from work is remarkable. Our Total Rewards package includes:

Compensation

• Base compensation within the position’s pay range based on factors such as qualifications, skills, relevant experience, and/or training
• Opportunity for annual increases based on performance

Benefits - .5 To 1.0 FTE

• Paid Time Off programs
• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
• Health Savings and Flexible Spending Accounts for eligible health care and dependent care expenses
• Defined contribution retirement plans with employer match and other financial wellness programs
• Educational Assistance Program
• Leadership Development

Employee Health Requirements

Exposure/Sensory Requirements:

Exposure To

• Chemicals: Refer to MSDS Sheets
• Video Display Terminals: Extreme
• Blood and Body Fluids: None
• TB or Airborne Pathogens: None

Sensory Requirements (speech, Vision, Smell, Hearing, Touch)

• Speech: Needed for presentations/training, telephone communication, facilitate meetings.
• Vision: Needed to read memos and literature
• Smell: Helpful to note presence of electrical/fire hazard.
• Hearing: Needed for telephone communication, meetings, alarms and listening to visitor/employee concerns.
• Touch: Needed to write, computer entry, filing.

Activity/Lifting Requirements

Percentage of time during the normal workday the employee is required to:

• Sit: 90%
• Twist: 0%
• Stand: 10%
• Crawl: 0%
• Walk: 0%
• Kneel: 0%
• Lift: 0%
• Drive: 0%
• Squat: 0%
• Climb: 0%
• Bend: 0%
• Reach above shoulders: 0%

The weight required to be lifted each normal workday according to the continuum described below:

• Up to 10 lbs: Occasionally
• Up to 20 lbs: Not Required
• Up to 35 lbs: Not Required
• Up to 50 lbs: Not Required
• Up to 75 lbs: Not Required
• Up to 100 lbs: Not Required
• Over 100 lbs: Not Required

Describe and explain the lifting and carrying requirements. (Example: the distance material is carried; how high material is lifted, etc.):

Maximum consecutive time (minutes) during the normal workday for each activity:

• Sit: 120
• Twist: 0
• Stand: 10
• Crawl: 0
• Walk: 0
• Kneel: 0
• Lift: 0
• Drive: 0
• Squat: 0
• Climb: 0
• Bend: 0
• Reach above shoulders: 0

Repetitive Use Of Hands (Frequency Indicated)

• Simple grasp up to 10 lbs. Normal weight: constant
• Pushing & pulling Normal weight:
• Fine Manipulation: Excessive typing and data entry

Repetitive use of foot or feet in operating machine control: None

Environmental Factors & Special Hazards Environmental Factors (Time Spent)

• Inside hours: 8
• Outside hours : 0
• Temperature: Normal Range
• Lighting: Average
• Noise levels: Average
• Humidity: Normal Range
• Atmosphere:

Special Hazards

Protective Clothing Required: None

Be Remarkable as a Financial Leader

At Riverside HealthCare, financial leadership is not back-office — it is mission-critical.

We are seeking a strategic, data-driven Director of Financial Operations to serve as a trusted partner to our Vice President & CFO and executive team. This leader will drive financial performance, strengthen operational excellence, and translate complex financial data into actionable insights that advance high-quality patient care and sustainable growth.

This is an opportunity for a seasoned healthcare finance professional who thrives at the intersection of strategy, analytics, and operational partnership.

What You Will Lead

• Strategic financial planning, forecasting, and long-range modeling
• Annual operating and capital budgeting processes
• Revenue analysis, payer strategy, and labor productivity initiatives
• Medicare, Medicaid, and third-party cost reporting
• KPI development, benchmarking, and executive-level reporting
• Financial performance improvement and variance analysis
• Development of a high-performing finance team

You will partner closely with clinical, operational, and executive leaders to ensure transparent financial communication and proactive decision-making that strengthens margins, service excellence, and community impact.

What We’re Looking For

• 7–10+ years of progressive healthcare finance leadership
• Deep expertise in hospital financial operations and reimbursement
• Advanced financial modeling and analytic capabilities
• Proven ability to influence clinical and executive stakeholders
• Strong executive presence and communication skills
• Master’s degree required; CPA preferred

Why Riverside? Be Remarkable.

At Riverside, we believe leadership means ownership, accountability, and impact. As a regional healthcare leader, we are building financial operations that are forward-thinking, transparent, and performance-driven.

We are looking for a finance leader who wants more than oversight — someone ready to shape strategy, strengthen performance, and make a measurable difference.

If you are ready to lead boldly, think strategically, and Be Remarkable — we’re ready for you.

Pay Range

USD $72.08 - USD $99.20 /Hr

We are looking for a Senior Business Analyst (Oracle Fusion & Financial Systems) for a contract-to-hire. This is a 100% onsite role that can sit in: Portland, OR; Bellevue, WA; or Carson CA

Top Skills' Details

• 5+ years of experience supporting ERP or financial systems in a complex, multi-entity environment
• Experience administering or supporting Oracle Fusion Financials
• Strong SQL skills for data validation, reconciliation and integration troubleshooting
• JIRA or Azure DevOps
• Nice to have: working knowledge of General Ledger structures, grocery or retail industry experience

Contract-to-Hire with $104-110k conversion + benefits

Summary: The IT Senior Business Analyst – Oracle Fusion & Financial Systems serves as a strategic partner at the intersection of Finance and Technology. This role is responsible for supporting and administering Oracle Fusion Financial modules and associated enterprise integrations and reporting systems.

The position blends hands-on ERP systems administration with business analysis and cross-functional coordination. The successful candidate will collaborate closely with Finance, Accounting, Data Engineering, and IT Product Management to ensure system configuration, integrations, reporting structures, and governance processes align with enterprise financial objectives.

This role requires both technical fluency and business acumen, with the ability to translate accounting processes into scalable, well-governed system solutions.

Essential Duties and Responsibilities

• Oracle Fusion Administration
  • Support and administer Oracle Fusion Financial modules, including General Ledger structures, reporting hierarchies, security roles, and configuration management.
  • Maintain and enhance financial reporting structures and configurations in alignment with accounting governance.
  • Coordinate system updates, patches, and configuration changes across technical and finance stakeholders.
  • Ensure appropriate documentation and audit traceability of system changes.
• Financial Systems & Integration Oversight
  • Partners with Data Engineering to define and validate integrations between Oracle Fusion and enterprise data platforms.
  • Perform data validation, reconciliation analysis, and root cause investigation across systems.
  • Maintain system flow diagrams, data lineage documentation, and source-to-target mappings.
• Business Analysis & Stakeholder Partnership
  • Works directly with Finance and Accounting teams to gather and refine requirements.
  • Supports period close changes, reporting adjustments, and structural updates.
  • Translates accounting processes into technical system configuration requirements.
  • Support backlog prioritization in partnership with IT Product Management.
  • Identify opportunities to improve financial processes through system optimization.
• Application Support & Vendor Coordination
  • Serve as primary point of intake for Oracle Fusion-related support requests from Accounting, Finance, and business stakeholders.
  • Triage, prioritize, and manage support tickets, ensuring appropriate classification, resolution tracking, and stakeholder communication.
  • Coordinate activities across onshore and offshore support teams, ensuring timely resolution in accordance with defined SLAs.
  • Monitor recurring issues and partner with Product Management and Engineering to drive root cause analysis and long-term remediation.
  • Facilitate communication between business stakeholders and technical support resources to ensure clarity of requirements and resolution outcomes.
  • Track support trends and provide reporting on system health, backlog, and performance metrics.
  • Escalate high-impact or cross-functional issues appropriately and proactively manage stakeholder expectations.
  • Tools and Equipment Used (not all inclusive): This position works with standard office equipment.
  • Frequently required to sit, walk, reach and grasp. Occasionally required to be on feet with a mix of standing and walking throughout shift. Up to occasionally, dependent on location, required to climb stairs, step stool and /or ladders.

Qualifications:

To successfully perform the requirements of this position, an individual must consistently execute each essential function at a satisfactory level. The requirements listed in the following text are representative of the knowledge, experience, and skill levels required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• 5+ years supporting ERP or financial systems in a multi-entity environment.
• Experience administering or supporting Oracle Fusion Financials strongly preferred.
• Working knowledge of General Ledger structures, chart of accounts design, financial reporting configurations, and security models.
• Strong SQL skills for data validation, reconciliation, and integration troubleshooting.
• Experience partnering directly with Finance and Accounting stakeholders.
• Familiarity with ERP-to-Data Warehouse integration patterns.
• Experience in grocery or retail industry is preferred but not required.
• Proficiency in using Agile tools, such as Jira or Azure DevOps, for backlog management and sprint execution in the context of retail technology projects.
• Ability to work collaboratively in a fast-paced, dynamic environment, with a customer-centric mindset.
• Detail-oriented and able to manage multiple priorities and deadlines within a retail technology project context.
• Strong facilitation and negotiation skills to drive consensus, resolve conflicts, and ensure alignment between retail business stakeholders and technical teams.

Job Type & Location

This is a Contract to Hire position based out of Portland, OR.

The pay range for this position is $50.00 - $65.00/hr.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Portland,OR.

This position is anticipated to close on Mar 20, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at .

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Were unique. You should be, too.

Were changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?

Were different than most primary care providers. Were rapidly expanding and we need great people to join our team.

The Community Care team is a multidisciplinary service including Registered Nurse (RN) Community Care nurses, Licensed Practical Nurse (LPN) Community Care nurses, Community Social Workers (CSW) and Community Health Coordinator (CHC) who work with our highest complexity patients and their primary care physicians to meet their medical and social needs with the aims of fully engaging them in our intensive primary care model and maximizing their healthy time at home.

ESSENTIAL JOB DUTIES/RESPONSIBILITIES:

• Provides in home and telephonic visits to patients at high-risk for hospital admission and readmission (as identified by CM Plan). Main goal to prevent and admission or readmission to the ER/hospital .
• Provides home visits to perform initial assessment of patient and the development of care plan for the Licensed Practical Nurse (LPN) to use as they perform the follow up patient visits, once patient has completed their episode of care management the register nurse (RN) will review patient chart for discharge and conduct final discharge with patient.
• Conducts supervisory visits with License Practical Nurse (LPN) and patient to provide any additional education patient may need and to oversee appropriate patient discharge from case management.

• Performs clinical and Social determination of Heath screening (SdoH) assessments to include disease-oriented assessment and monitoring, medication monitoring, health education and self-care instructions in the outpatient in home setting.

Coordinate the Plan of Care:

• Provides oversight for the License Practical Nurse (LPN) with clear plan of care and education which is mandatory during all LPN visits.
• Conducts/coordinates initial case management assessment of patients to determine outpatient needs.
• Ensures individual plan of care reflects patient needs and services available in the community or review of their benefits.
• Completes individual plan of cares with patients, family/care giver and care team members.
• Communicates instructions and methodologies as appropriate to ensure that the plan is implemented correctly.
• Assesses the environment of care, e.g., safety and security.
• Assesses the caregiver capacity and willingness to provide care.
• Assesses patient and caregiver educational needs.
• Coordinates, reports, documents and follows-up on multidisciplinary team meetings.
• Helps patients navigate health care systems, connecting them with community resources; orchestrates multiple facets of health care delivery and assists with administrative and logistical tasks.
• Coordinates the delivery of services to effectively address patient needs.
• Facilitates and coaches patients in using natural supports and mainstream community resources to address supportive needs.
• Maintains ongoing communication with families, community providers and others as needed to promote the health and well-being of patients.
• Establishes a supportive and motivational relationship with patients that support patient self-management
• Monitors the quality, frequency, and appropriateness of HHA visits and other outpatient services.
• Assists patient and family with access to community/financial resources and refer cases to social worker as appropriate.
• Home visit under the direction of the patients primary care physician to meet urgent patient needed.
• Performs other duties as assigned and modified at managers discretion.

EDUCATION AND EXPERIENCE CRITERIA:

• Associate degree in Nursing required.
• Bachelors Degree in nursing (BSN) or RN with bachelors degree in home in a related clinical field preferred.
• A valid, active Registered Nurse (RN) license in State of employment required.
• A minimum of 2 years clinical work experience required.
• A minimum of 1 year of case management experience in community case management experience highly desired.
• Certified Case Manager certification is preferred. Certification through the Commission for Case Manager Certification (CCMC) or the American Association of Managed Care Nurses (CMCN) desired
• This position requires possession and maintenance of a current, valid drivers license.
• Basic Life Support (BLS) certification from the American Heart Association (AMA) or American Red Cross required w/in first 90 days of employment

PAY RANGE:

$35.8 - $51.17 Hourly

EMPLOYEE BENEFITS

Were ChenMed and were transforming healthcare for seniors and changing Americas healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. Were growing rapidly as we seek to rescue more and more seniors from inadequate health care.

ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in peoples lives every single day.

Current Employee apply HERE

Current Contingent Worker please see job aid HERE to apply

#LI-Onsite

Required

Preferred

Job Industries

• Other

Were unique. You should be, too.

Were changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?

Were different than most primary care providers. Were rapidly expanding and we need great people to join our team.

The Nurse Case Manager 1 (RN) is responsible for achieving positive patient outcomes and managing quality of care across the continuum of care. The incumbent in this role will first and foremost serve as an advocate for our patients. He/She works closely with other members of the care team to develop effective plans of care and high levels of care coordination. This care planning and coordination may follow the patient from our centers into acute and post-acute facilities, as well as, their home environments. The Nurse Case Manager 1 (RN) role also involves establishing relationships with patients families and care givers, primary care physicians, specialists, other care providers, social workers, other case managers and nurses, acute and post-acute facilities, home health care companies, and health plans. He/She adheres to strict departmental goals/objectives, standards of performance, regulatory compliance, quality patient care compliance and policies and procedures.

CORE JOB DUTIES/RESPONSIBILITIES:

• Manages and plans for transitions of care, discharge and post discharge follow-up for patients admitted to key, high-volume/high-priority hospitals.
• Establishes a trusting relationship with patients and their caregivers.
• Collaborates with clinical staff in the development and execution of the plan of care and achievement of goals. Reports variations to PCP/Transitional Care Physicians (TCP) and implements actions as appropriate.
• Builds relationships with preferred acute care providers (hospitalists, specialists, etc.).
• Directs referrals to preferred providers.
• Coordinates the integration of social services/case management functions in the pre-acute, ER, acute and post-acute setting. Coordinates the patient care, discharge and home planning processes with hospital case management departments, and other healthcare facilities.
• In conjunction with the PCP, Hospitalist, Medical Director, insurance case manager and the hospital case manager, coordinates the patient transition to the appropriate/least constrictive level of care using a preferred provider.
• Keeps the PCP aware of patient(s) condition via e-mail, DASH, HITS or other appropriate means of communication.
• Introduces self to patient/family and explains Nurse Case Managers role and processes to contact the Nurse Case Manager for questions, guidance and education.
• Provides high intensity engagement with patient and family.
• Facilitates patient/family conferences to review treatment goals and optimize resource utilization; provides family education and identifies post-hospital needs.
• Serves as a patient advocate. Enhances a collaborative relationship to maximize the patient/familys ability to make informed decisions.
• Addresses advanced care planning including treatment goals and advance directives.
• Refers cases to social worker (Hospital and ChenMed/JenCare/Dedicated) for complex psychosocial and economic needs.
• Refers cases where patient and/or family would benefit from counseling required to complete complex discharge plan to social worker.
• Reports observed or suspected child or adult abuse pursuant to mandated requirements.
• Obtains onsite and EMR access at priority facilities.
• Maintains clinical and progress notes for each patient receiving care and provides progress report to PCP and others as appropriate.
• Submits required documentation in a timely manner and in appropriate computer system.
• Participates in surveys, studies and special projects as assigned.
• Conducts concurrent medical record review using specific indicators and criteria as approved by medical staff. Acts as patient advocate: investigates and reports adverse occurrences, and performs staff education related to resource utilization, discharge planning and psychosocial aspects of healthcare delivery.
• Promotes effective and efficient utilization of clinical resources and mobilizes resources to assist in achieving desired clinical outcomes within specific timeframe.
• Conducts review for appropriate utilization of services from admission through discharge. Evaluates patient satisfaction and quality of care provided.
• Communicates with physicians at regular intervals throughout hospitalization and develops an effective working relationship. Assists physicians to maintain appropriate cost, case and desired patient outcomes.
• Coordinates the provision of social services to patients, families and significant others to enable them to deal with the impact of illness on individual family functioning and to achieve maximum benefits from healthcare services.
• Completes expanded assessment of patients and family needs at time of admission. Completes psychosocial assessment.
• Directs and participates in the development and implementation of patient care policies and protocols to provide advice and guidance in handling unusual cases or patient needs.
• Attends meetings as assigned
• Performs other duties as assigned and modified at managers discretion.

There are 4 Nurse Case Manager 1 Roles with additional Essential Job Functions:

Acute Case Manager (primarily hospital based)

Responsibilities include all the above Core duties/responsibilities plus the following:

• Identify appropriateness of inpatient vs. observation status.
• Identify and manage safety risk (complete a social assessment), identify functional status (ADLs and PT needs), discuss medications and self-management, identify and correct knowledge deficits.
• Implement the ACM Coaching program with the appropriate patient population.
• In markets as appropriate, when patient in SNF, in conjunction with the post-acute physician, coordinate the transition to a lower level of care as soon as appropriate using a preferred provider if further services are needed.
• Facilitate discharge to appropriate level of care and preferred providers
• Communicate discharge to all stakeholders including PCP, Center Manager and Community Case Manager.
• Document the appropriate date that the patient is medically discharged and update as appropriate.
• Contact the center manager to arrange for a follow-up PCP appointment prior to discharge and whenever possible, communicate this information to the patient/caregiver.
• As appropriate, discuss patients eligibility for CCM or DM programs and identify patient interest in participation.
• Coordinate acute UR physician meetings.

Community Case Manager (primarily clinic and community based)

Responsibilities include all the above Core duties/responsibilities plus the following:

• Provides telephonic or outpatient visits to patients at high-risk for readmissions (as identified by CM Plan) to the ER or hospital, to patients with active care planning requirements, to disease management patients per the Disease Management Plan and to others as referred via transitional care team, acute case managers and Transitional Care team.
• Visits may include evening and weekend hours with the goal of preventing ER visits or hospital admissions.
• Performs clinical functions including disease-oriented assessment and monitoring, medication monitoring, health education and self-care instructions in the outpatient setting.

Coordinate the Plan of Care:

• Conducts/coordinates initial case management assessment of patients to determine outpatient needs.
• Ensures individual plan of care reflects patient needs and services available.
• Makes recommendations to the team.
• Completes individual plan of care with patients and team members.
• Communicates instructions and methodologies as appropriate to ensure that the plan is implemented correctly.
• Assesses the environment of care, e.g., safety and security.
• Assesses the caregiver capacity and willingness to provide care.
• Assesses patient and caregiver educational needs.
• Coordinates, reports, documents and follows-up on Super Huddles and HPP/IDT meetings.
• Helps patients navigate health care systems, connecting them with community resources; orchestrates multiple facets of health care delivery and assists with administrative and logistical tasks.
• Coordinates the delivery of services to effectively address patient needs.
• Facilitates and coaches patients in using natural supports and mainstream community resources to address supportive needs.
• Maintains ongoing communication with families, community providers and others as needed to promote the health and well-being of patients.
• Establishes a supportive and motivational relationship with patients that support patient self-management
• Monitors the quality, frequency and appropriateness of HHA visits and other outpatient services.
• Assists patient and family with access to community/financial resources and refer cases to social worker as appropriate.

Community/Skilled Nursing Facility Case Manager (Community Case Manager Role with additional SNF duties as assigned)

Responsibilities include all the above Core duties/responsibilities plus the following:

• Community Case Manager role as above.
• CM telephonic or onsite visits to SNFs, communication with physical therapists (PT), social workers, patient and families as appropriate.
• Validates appropriate level of care/LOS.
• Validates Discharge plan for safe transition home, utilization of preferred providers or timely transition to long term care.
• Reminds patient of need for 4-day PCP post hospital/SNF discharge visit and future visits.
• Collaborates with payor onsite SNF CMs.

Transitional Case Manager (Blended Acute and Community Case Manager Roles)

Responsibilities include all the above Core duties/responsibilities plus the following:

• Acute and Community Case Manager roles as above.

KNOWLEDGE, SKILLS AND ABILITIES:

• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Critical thinking skills required.
• Ability to work autonomously is required.
• Ability to monitor, assess and record patients progress and adjust and plan accordingly.
• Ability to plan, implement and evaluate individual patient care plans.
• Knowledge of nursing and case management theory and practice.
• Knowledge of patient care charts and patient histories.
• Knowledge of clinical and social services documentation procedures and standards.
• Knowledge of community health services and social services support agencies and networks.
• Organizing and coordinating skills.
• Ability to communicate technical information to non-technical personnel.
• Proficient in Microsoft Office Suite products including Excel, Word, PowerPoint and Outlook, plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software.
• Ability and willingness to travel locally, regionally and nationwide up to 10% of the time.
• Spoken and written fluency in English.
• Bilingual preferred.

PAY RANGE:

$36.9 - $52.70 Hourly

The posted pay range represents the base hourly rate or base annual full-time salary for this position. Final compensation will depend on a variety of factors including but not limited to experience, education, geographic location, and other relevant factors. This position may also be eligible for a bonuses or commissions.

EMPLOYEE BENEFITS

Were ChenMed and were transforming healthcare for seniors and changing Americas healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. Were growing rapidly as we seek to rescue more and more seniors from inadequate health care.

ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in peoples lives every single day.

Current Employee apply HERE

Current Contingent Worker please see job aid HERE to apply

#LI-Onsite

Required

Preferred

Job Industries

• Other

Job Title: Treasury & Financial Operations Analyst

Client Location: Tampa, FL - 3 days in office and 2 days remote

Starting: 2026-04-20

Pay Comments: up to $32.59/hr

Duration: 12 months (may extend)

Job Description:

Overview

We are seeking a highly motivated and analytical professional to join our finance team as a Treasury & Financial Operations Analyst. This role offers an exciting opportunity to contribute directly to the organization’s financial performance by supporting treasury operations, financial forecasting, and reporting processes.

In this role, you will play a critical part in ensuring financial accuracy, operational efficiency, and effective cash management. You will collaborate closely with treasury leadership and cross-functional stakeholders to manage financial exchange processes, analyze financial performance, and support strategic financial initiatives.

This position is ideal for a detail-oriented professional who thrives in a fast-paced environment, enjoys working with financial systems, and is passionate about improving financial processes and reporting accuracy.

Key Responsibilities

Treasury Operations & Financial Management

• Partner with treasury leadership to support and manage financial exchange and treasury processes.
• Assist with cash management activities, including monitoring liquidity and supporting payment operations.
• Report cash flow actuals using designated financial reporting tools.

Forecasting & Financial Analysis

• Support the financial forecasting process, ensuring all required inputs and prerequisites are met.
• Analyze financial fluctuations and variances, collaborating with business stakeholders to gather explanations and insights.
• Provide analytical support to help improve financial forecasting accuracy and reporting transparency.

Month-End Close & Financial Reporting

• Prepare and support the month-end close process, ensuring accurate recording of financial activity.
• Validate financial data impacting both P&L and Balance Sheet accounts.
• Utilize financial systems and reporting tools to ensure timely and accurate reporting.

Systems & Process Improvement

• Support the implementation and management of treasury-related IT projects, including integrated treasury operations and system enhancements.
• Assist with updates and improvements to treasury tools and financial reporting systems.
• Identify opportunities to optimize financial processes and improve operational efficiency.

Cross-Functional Collaboration

• Work closely with finance, accounting, and business stakeholders to gather financial insights and support reporting needs.
• Provide operational and analytical support to the treasury team across key initiatives and projects.

Qualifications

Required Qualifications

• Proven experience in accounting, treasury, or financial operations.
• Hands-on experience with SAP or similar ERP systems.
• Strong analytical and problem-solving skills with the ability to interpret financial data.
• Proficiency in Microsoft Excel and financial reporting tools.
• Excellent attention to detail and organizational skills.
• Strong communication skills and the ability to collaborate across teams.

Preferred Qualifications

• Experience working with treasury management systems or financial reporting platforms.
• Experience supporting financial forecasting or cash flow analysis.
• Background in process improvement or financial systems implementation.
• Experience working in consumer goods, retail, or a global organization.

About Aquent Talent

Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands. Our eligible talent gain access to outstanding benefits including subsidized health, dental, and vision plans, paid sick leave, and retirement savings plans with employer match.

Aquent is proud to be an equal opportunity employer. We are committed to building an inclusive environment where diverse backgrounds, experiences, and perspectives are valued and where everyone can grow and thrive in their careers.

Client Description:

Global beauty company specializing in cosmetics, skincare, haircare, and fragrance. Operates with a strong focus on innovation, sustainability, and diversity, offering workers opportunities to work with leading brands, cutting-edge research, and a fast-paced, dynamic environment. The company values creativity, entrepreneurship, and professional growth, making it an exciting place for those passionate about beauty, marketing, science, and digital transformation.

#LI-CB1

Under the direction of the Director of Financial Analysis Services, incumbent performs at an advanced level of all aspects of financial analysis, financial systems, processes, procedures, assessment/ improvement, and project management. The incumbent manages multiple and simultaneous projects ranging from moderate to complex and assembles the necessary resources and individuals to efficiently and effectively bring projects to completion in a timely and interdependent approach. Incumbent contributes to the development of financial management skills for to department directors/managers as requested/warranted based on an advanced understanding financial management principles and an understanding of department/hospital operations. Incumbent exhibits a high level of attention to detail, a strong understanding of financial systems/processes and controls, and strong customer service/communication skills. Incumbent also contributes to the guidance and development of other analysts. This position also requires excellent oral and written communication skills.

This position reports to the Director of Financial Analysis Services and assists in orientation/training of Financial Analysts.

Key Job Activities:

• Reports, analyzes, and interprets financial data for senior and mid-level management staff. Such reporting, analysis, and interpretation may include but is not limited to: cost analysis, revenue initiatives, service and product line profitability, pricing analysis and other ad-hoc analysis.
• Assumes an active and leadership role in the preparation of the annual cost reports for third party reimbursement agencies. Provides direction to Financial Analyst in the preparation of same.
• Assumes an active leadership role in the annual development, organization, and on-going monitoring of the Annual Budget as assigned. Recommends changes and works with appropriate managers/directors on interventions as appropriate. Provides direction to Financial Analyst in the preparation of same.
• Performs timely analysis and synthesis of specific projects (i.e. prepares detailed work plan and schedule, completes detailed analysis and research, identifies options, prepares reports for management, and recommends changes) using advanced financial skills and operational understanding.
• Develops appropriate financial models for specific projects using appropriate financial principles and practices. Standardizes business and financial analysis templates.
• Prepares financial analysis on specific areas/cost centers, reviews contractual agreements, highlights financial performance issues in conjunction with, but not limited to, Premier Operations Advisor and Value Analysis Committee (VAC) and prepares reports for management. Effectively partners with appropriate manager/director on issues for resolution.
• Provides timely and thorough communications to Directors, Vice Presidents and senior management on regarding status/progress of assigned projects.
• Works with high proficiency with hospital systems (DSS, ESS, Meditech, Medisolv, Med Assets) and with all Microsoft software applications.
• Provides advanced-level contract review, analysis and synthesis for Directors, Vice Presidents and senior management as requested.
• Takes initiative to engage in cost-saving and revenue researching and generating opportunities for the Sinai Health System and tracks them accordingly. Works with the appropriate managers/directors engaging them and implementing changes.
• Contributes to the mentoring of Financial Analysts in the department. Participates in Financial Analyst orientation and training.
• Assists in the formulation of the departmental policies and procedures and makes recommendations and offers guidelines that support the organization’s objectives to improve financial performance.
• Demonstrates an awareness of the Health Insurance Portability and Accountability Act (HIPPAA) and hospital policies in exercising due discretion when generating reports, sharing information and disclosing information both internally and to external parties.
• Develops and maintains professional contacts with reimbursement agencies, accounting firms and other professional companies and organizations.
• Demonstrates ability to work on multiple projects simultaneously.
• Demonstrates willingness to accept direction in a positive manner.
• Performs other duties as assigned.

Education and Work Experience:

• Bachelor’s degree, preferably in the areas of Finance, Accounting, Business or Economics; Master’s Degree preferred
• Minimum four (4) years of financial analysis experience preferred including at least two (2) years of progressive responsibility/exposure.
• Previous system/process implementation experience is preferred.
• Experience in budgeting and leadership role in financial projects desirable

Knowledge and Skills:

• Excellent math and communications skills
• Excellent analytical and problem-solving skills
• Demonstrated ability to understand and utilize computer systems and applications as tools for analysis (knowledge of various financial/accounting software programs is desirable)
• Experience in EPIC and MEDITECH software systems preferred.

IT Manager, Financial & Merchandising Systems

Experienced IT professionals —bring your experience to work for you where people love to shop! Boscov's is a chain of full-service department stores serving the total family needs of our customers. For over 100 years, Boscov's has been known for its great values and famous brands, and for offering a broad selection of quality merchandise in its stores and online. We are looking for an IT Financial Systems Manager to join our team.

The IT Systems Manager is responsible for the overall planning, development, implementation, and maintenance of the organization's financial, merchandising, and logistics systems. The ideal candidate will have a strong understanding of financial systems and processes, as well as experience with PeopleSoft. They will also be a strategic thinker with the ability to lead and manage a team. As part of a multi-faceted Information Technology team, you will deliver IT solutions working closely with Business teams.

Responsibilities

• Develop and execute the strategic roadmap for financial, retail and merchandise reporting systems aligned with the company's overall IT strategy and business objectives.
• Collaborate with senior management and business stakeholders to prioritize IT initiatives that drive operational efficiency and support growth strategies.
• Lead the design, implementation, and support of robust IT systems for financial, retail and merchandise reporting, ensuring scalability, reliability, and integration with existing systems.
• Manage a team of IT professionals responsible for the development, maintenance, and support of financial, retail and merchandise reporting systems.
• Foster a culture of innovation, collaboration, and continuous improvement within the IT team.
• Collaborate with vendors, consultants, and internal stakeholders to evaluate, select, and implement third-party solutions that enhance retail capabilities.
• Negotiate contracts, service level agreements (SLAs), and manage vendor relationships to ensure quality delivery and cost-effectiveness.
• Establish and enforce data governance policies, procedures, and standards to ensure the accuracy, integrity, and security of financial, retail and merchandise data.
• Stay abreast of emerging technologies and industry trends in retail analytics and reporting systems.
• Drive initiatives to optimize retail operations, improve forecasting accuracy, and enhance customer satisfaction through data-driven insights.
• Monitor expenditures, track ROI, and report on financial performance related to IT projects and initiatives.

Qualifications

• Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent work experience
• Proven experience (8+ years) in IT leadership roles with a focus on financial, retail and merchandise reporting systems in a large-scale retail environment.
• Deep understanding of retail operations, merchandising processes, or inventory management principles.
• Excellent leadership, communication, and interpersonal skills with the ability to influence stakeholders and drive cross-functional collaboration.
• Experience managing complex IT projects, including system integrations, upgrades, and migrations.
• Knowledge of project management methodologies (e.g., Agile, Waterfall), and IT governance frameworks.

Benefits

At Boscov's, we value our employees, and that's why we provide a competitive compensation and benefits package. As a Full-Time member of our team, you will be eligible to receive:

• Comprehensive benefits package, including medical/dental/vision
• Short term disability/ Long term disability- voluntary
• Life Insurance (company paid)
• 401(k) w/ company match
• Weekly Pay
• Paid vacation
• Liberal employee discount

Work where people love to shop!

Equal Opportunity Employer

Financial Analyst II

We are seeking Financial Analyst II for a large healthcare system based out of Tulsa, OK.

This is a full time permanent role with full time benefits.

Shift: Mon-Fri 8am-5pm (Must have flexibility)

Job Summary:

We are seeking an experienced Financial Analyst to perform a broad range of financial planning and analysis functions for assigned entities within a hospital setting. This role is responsible for monitoring financial performance against plans, forecasts, and budgets, identifying trends, and providing detailed financial insights to leadership.

The ideal candidate is highly detail-oriented, analytical, and experienced in healthcare financial operations.

Job Responsibilities:

• Perform grant-related pre- and post-award functions, including revenue and expense analysis, reporting, and reconciliations
• Assist departmental leaders in preparation and review of annual operating budgets
• Review budget submissions for accuracy and reasonableness
• Conduct monthly actual-to-budget variance analysis
• Prepare and interpret complex financial reports for leadership
• Compile and synthesize financial data for financial statement review
• Prepare monthly general ledger reconciliations
• Prepare and post journal entries
• Resolve financial discrepancies with appropriate stakeholders
• Support month-end and close processes
• Prepare, analyze, and present financial statements and budgets to service line leaders
• Serve as the go-to resource for finance-related inquiries
• Participate in special projects as assigned

Requirements:

• Bachelor’s Degree in Accounting
• 5–7 years of financial systems or financial analysis experience

Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment.

About the Role

Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company’s financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area.

Key Responsibilities

Lead the company’s budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals

Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics

Own Monthly Business Review reporting, delivering executive-level insights and performance narratives

Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making

Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage

Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs

Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization

Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level

Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables

Ideal Candidate Profile

~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments

Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics

Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar)

Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries

Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals

Strong communication skills with the ability to influence executives and cross-functional leaders

Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity

Proven track record of driving process improvement and elevating financial visibility in scaling organizations

Preferred

Master’s Degree (MBA) or relevant certifications

Finance experience in a retail, e-commerce, consumer goods, or supply chain–driven industry

IB/Banking Experience

Position: Financial Planner & Analyst

Location: Bozeman, MT, USA

Employment Type: Full-Time, In-Person

Department: Finance

Reports To: COO

POSITION OVERVIEW:

We’re looking for a Financial Planner & Analyst (FP&A) to join our team and play a pivotal role in shaping the financial strategy, performance, and growth of the business. This position is responsible for establishing the Finance department within EVERGOODS. They will then be responsible for leading financial planning, forecasting, reporting, and analysis to guide key decision-making and ensure long-term fiscal health and sustainability. This role involves creating financial models, analyzing data to support decision-making, and preparing reports that provide insights into the company’s financial performance and future projections.

PRIMARY RESPONSIBILITIES:

Planning & Analysis

• Lead the development, implementation, and ongoing management of the financial planning processes, including annual budgets, quarterly forecasts, and long-range strategic plans.
• Conduct in-depth analysis to support strategic decision-making, evaluate business performance, identify trends, and recommend actionable insights to optimize financial results.
• Analyze the impact of business strategies and initiatives, customer profitability and segmentation, and channel and brand profitability as they relate to business strategy and company goals.

Reporting

• Manage and prepare monthly, quarterly, and annual financial reports for stakeholders that support key decision-making at EVERGOODS. Reports should include long-term financial and operational plans, short term forecasts, cash modeling and planning.
• Maintain, review and track departmental budgets
• Establish and track key performance indicators (KPIs) to assess business performance, monitor progress towards financial goals, and proactively identify areas for improvement.

Invoice Management

• Oversee and participate in the invoice payment cycle, ensuring accuracy, timeliness, and proper coding of all transactions.

Financial Forecasting

• Develop and maintain accurate forecasting models to project financial performance, monitor variances against budgets/forecasts, and prepare regular management reports to communicate key findings and recommendations.

Inventory Planning

• Track all purchase orders, including expected arrival, payment terms, freight, and tariffs
• Reconcile Purchase Orders for amounts received domestically and direct shipped to wholesale.
• Reconcile wholesale inventory and collection activities.
• Maintain average cost inventory values and provide insight into inventory trends and cost drivers.

Future-Proofing

• Continuously seek opportunities to enhance financial systems, processes, and reporting mechanisms, leveraging technology and best practices to improve accuracy and efficiency.

Cross-Collaboration

• Partner with the CEO, COO, and key functional leaders to improve business performance and profitability through financial analysis, strategic planning, and risk management.
• Act as a trusted advisor, providing financial insights that drive strategic decisions and operational excellence.

Special Projects

• As the business grows and changes, the role may be assigned special projects as needed.

RELEVANT SKILLS

• Bachelor’s degree in finance or economics.
• CPA or MBA preferred.
• Software proficiency in Xero Software for Small Business, , and OnPay payroll solutions.
• Experience with utilizing Shopify or similar commerce platforms.
• 3+ years of progressive planning and financial analysis experience in a consumer products manufacturing/sourcing company that prioritizes direct to consumer sales.
• Proven ability to communicate effectively with stakeholders at all levels, present findings in a clear and concise manner, and influence decision-makers.
• Strategic mindset with the ability to think critically, solve problems, and contribute to the development of innovative solutions.
• Ability to work cross-functionally with all levels of the organization.
• Google Workspace tools (Drive, Calendar, Sheets, Docs, etc).
• Passionate about the EVERGOODS mission and eager to contribute to building a durable, high-performance brand.

Employee Conduct:

At Evergoods, we expect every employee to contribute to a positive work environment through cooperative and professional interactions with colleagues, customers, and vendors. A collaborative and respectful attitude is essential.

Equal Employment Opportunity:

Evergoods is an Equal Employment Opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.

Job Summary

The Senior Manager of Financial Planning & Analysis for Ancillary Services will drive financial excellence by providing oversight of budgeting and financial management as well as ownership of the P&L.

Essential Job Functions

• Prepare, maintain, and analyze P&L statements and budgets to identify variances, cost trends, and growth opportunities.

• Execute financial planning and analysis activities to support profitability improvement and operational efficiency initiatives.

• Develop, update, and maintain financial proformas and annual budgets.

• Track and report on gross margin performance, identifying drivers of variance and recommending practical improvements.

• Work closely with internal departments and practice leaders to gather financial data, validate assumptions, and support performance improvement initiatives.

• Provide detailed financial analysis to support decision-making.

• Assist in implementing programs and initiatives designed to drive cost-effective and high-quality operations.

• Support the documentation and consistent application of financial policies, procedures, and internal controls.

• Prepare accurate and timely month-end, annual, and ad-hoc financial reports.

• Complete special projects and additional responsibilities as assigned.

*NOTE: The list of tasks is illustrative only and is not a comprehensive list of all functions and tasks performed by this position.

Education, Experience, Skills, and Requirements

• Bachelor’s degree in finance or accounting required; CPA/MBA preferred.

• At least 3-5 years of accounting/finance experience in the healthcare industry.

• Proficient in MS Office applications and accounting software.

• Knowledge of financial systems, financial principles and control mechanisms, guiding financial excellence.

• Proactive mindset with an innate ability to anticipate emerging business challenges.

• Exceptional communication skills, both written and verbal, combined with outstanding interpersonal and customer service abilities

• Some travel as needed.

• Knowledge of HIPAA Security preferred.

Core Competencies

Accountability:

• Demonstrate an understanding of the link between one's own job responsibilities and overall organizational goals and needs.

Analytical Thinking:

• Demonstrate the ability to deconstruct information into smaller categories in order to draw conclusions.

Decision Making:

• Manage to make the right decision in complex situations.

Management and Leadership:

• Demonstrate the ability to influence and guide members of an organization.

Result Oriented:

• Demonstrate knowledge in setting and achieving challenging goals.