Shield Financial Jobs in Usa
7,446 positions found — Page 5
ABOUT US
First Capital Advisors (“FCA”) is a private real estate investment firm that owns and operates high-quality real estate throughout the United States. Since 2013, FCA has owned 23 multi-family properties (3,600 apartment units), 13 retail properties (130,000 square feet), and invested in various other real estate ventures. FCA is pursuing new acquisition and development opportunities in the multi-family and retail sectors.
First Capital Advisors was founded in 2013 and is an affiliate of First Trust Portfolios, a financial services firm established in 1991. FCA is headquartered in the western suburbs of Chicago, IL, with a primary geographic focus on the Midwest and South. We are in search of qualified candidates to join our growing team in the role below.
JOB DESCRIPTION
First Capital Advisors is seeking an Asset Management Analyst for our expanding portfolio of multi-family and retail properties. In this key position, you will play an important role in maximizing the value of existing company-owned assets. Your efforts will help ensure peak property performance and support decision-making, directly impacting our team’s investment strategy and operations.
This is a full-time position based in Wheaton, IL, reporting to and working heavily with our Texas-based Director of Asset Management. Occasional travel throughout Texas is required. Job responsibilities include, but are not limited to, the following:
- Liaise with lenders, including ongoing compliance with financial reporting requirements, monitoring debt maturities, overseeing escrow requirements, etc.
- Oversee the completion of replacement reserve requests and lender inspections
- Conduct various research and analysis to support decision-making
- Prepare updates for management meetings and quarterly investor reports
- Review and analyze property operating and accounting reports, with a focus on assessing trends in performance and detecting any operational issues
- Assist in creating and managing property budgets (operating and capital)
- Ensure each property performs in accordance with its business plan; suggest modifications when necessary
- Perform cash flow modeling and produce financial proformas
- Conduct site visits, which will require occasional travel throughout Texas
- Coordinate with various third-party vendors
- Monitor market conditions, including supply and demand dynamics, changing tenant preferences, etc.
QUALIFICATIONS
The ideal candidate will possess most, but not necessarily all, of the following qualifications:
- Bachelor’s Degree (business, finance, economics, or real estate concentration preferred)
- 1-3 years of experience working in a financial analysis capacity within the CRE industry (multi-family preferred)
- Basic knowledge of accounting required; ability to read and interpret financial statements
- Experience creating and analyzing financial models
- Understanding of financial concepts, including return metrics (yield on cost, IRR, NPV, DCF, etc.)
- Understanding of capital structures (senior debt, mezzanine, preferred equity, etc.)
- Strong quantitative and analytical skills
- Basic understanding of construction concepts
- High level of proficiency in Microsoft Word, Excel, and PowerPoint
- Experience with Yardi, CoStar, and RealPage is preferred
- Ability to work with remote teams and properties; must be self-accountable and have strong initiative
- A self-motivated person who is driven to further their career in real estate
COMPENSATION / BENEFITS
- Competitive pay based on experience (salary range: $70,000 +)
- Benefits package available
- Full-time (Monday – Friday)
- Paid Time Off
- Annual performance bonus opportunities based on review
First Capital Advisors Holdings, LLC is an Equal Opportunity Employer and Drug Free workplace. Employment offers are contingent upon successful completion of a background check and drug screen.
This role is onsite 5 days a week in our Chicago office.
About Us
Perform Properties is a Blackstone Real Estate portfolio company focused on high-performing retail and office properties with People-Appeal - vibrant spaces where people actively choose to work, shop, and gather. With expertise in transactions, development, leasing, and management, the company oversees over 33 million square feet of retail and office properties across the U.S. Learn more: .
Role Summary
The Director of Financial Planning & Analysis (FP&A) plays a critical leadership role in driving financial insights, operational transparency, and strategic decision‑making across Perform Properties. This position leads the company’s budgeting, forecasting, and performance reporting across a diversified commercial real estate portfolio of office and retail assets.
This role partners closely with executive leadership, portfolio and asset management, investments, accounting, and leasing teams to deliver timely, decision-ready financial insights, support asset, fund, and portfolio reporting, and deliver high-quality materials for senior management at Perform Properties and Blackstone.
The Director of FP&A plays a critical role in translating performance into clear financial narratives, key performance indicators, and market informed analyses that support strategic planning and capital allocation decisions.
This role also partners with our technology teams to continually evaluate and enhance budgeting systems, forecasting processes, financial analytics, and reporting.
The ideal candidate combines strong technical expertise with exceptional communication skills and a collaborative mindset.
This role reports to VP, FP&A and is based in the office, 5 days a week.
Essential Job Functions
Budgeting & Forecasting Leadership
- Lead the annual budget, quarterly reforecast, and long-range planning processes across property level and fund level P&Ls.
- Coordinate inputs from asset management, leasing, property management, and other corporate functions to ensure consistent assumptions and timelines.
- Partner with asset management to develop/analyze scenario analyses and sensitivity models related to occupancy, rent growth, leasing velocity, operating expenses, and capital spending.
- Perform and review analytics on financial projections by sector, market, and investment; validate completeness, accuracy, and reasonableness of forecasts and analyze trends to identify risks, opportunities, and performance drivers.
- Collaborate with corporate departments, centralized shared services teams, and executive leadership to review and obtain approval of the annual budget and quarterly reforecasts.
- Monitor variance to budget and forecast, identify key drivers, and communicate risks and opportunities to leadership.
- Provide ongoing support to property management, market teams, and corporate partners, including training, troubleshooting, and user guidance related to budgeting systems and processes.
Reporting & Performance Insights
- Develop and own FP&A’s monthly, quarterly, and annual P&L reporting packages for office and retail assets, including same-store, fund, and total portfolio views.
- Partner with accounting to ensure alignment between GAAP results and management reporting.
- Analyze trends in NOI, SSNOI, operating margins, recoveries, and corporate overhead.
- Prepare executive level summaries, dashboards, commentary, and board book materials that clearly explain performance drivers and outlook.
- Produce analysis related to leasing, touring activity, rental rates, financial performance, and broader operational trends.
- Create and refine content, metrics, assumptions, and messaging to ensure accuracy, clarity, and consistency in format and messaging across all forms of reporting.
- Evaluate existing processes, identify opportunities for enhancement, and implement improvements to increase efficiency, accuracy, and scalability.
Team Leadership & Development and Cross‑Functional Support
- Mentor, coach, and guide analysts, including direct reports, to support skill development and high‑quality output.
- Partner with the VP of FP&A, executive leadership, and market teams on an ongoing basis.
- Partner with Technology, Accounting, and Data & Research teams on reporting tools and data integration.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- 10+ years of progressive FP&A or corporate finance experience, ideally within real estate or a related industry.
- Strong understanding of office and retail asset economics, including leasing, recoveries, capital expenditures, and NOI drivers.
- Experience supporting executive leadership-level reporting and analytics, managing budgeting/forecasting processes and systems, and working with cross‑functional teams.
- Strong analytical skills and business acumen, and advanced financial modeling capabilities.
- Strong PowerPoint, Excel, and analytical skills; experience with BI tools, Argus, or Yardi is a plus.
- Proven leadership experience with a track record of developing high‑performing teams.
Benefits & Compensation
Benefits:The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).
Base Salary Range: $190,000-$205,000. This represents the presently-anticipated low and high end of the Company’s base salary range for this position. Actual base salary range may vary based on various factors, including but not limited to location and experience.
The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.
Closing
EEO Statement
Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email
#LI-Onsite
Golden Reserve is looking for an experienced advisor to lead the Toledo region supporting 2 locations. This leadership role will have the opportunity to execute client meetings and lead a team of financial retirement planners. The expectation will be to establish yourself as a top-tier sales performer in the first 12-month period, then you will assume management and leadership of your team. This is a player-coach role that is 75% client-facing sales and 25% leadership management.
We are a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire.
Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost.
Golden Reserve lead generation is driven by its nation-wide radio and television show (https:// ), seminar workshops, digital and world-class client services. In a short period of time, we have grown to 40+ offices covering 9 states and we are just getting started.
We Provide:
- Salary
o $200,000 - $225,000 salary, based on experience
o Additional uncapped production and bonus compensation
o Guaranteed $50,000 salary bump increase after first 12 months
- Prospects
o You don’t need a book of business – we provide you with pre-qualified leads
- Benefits
o Generous PTO policy, Health & Dental, 401(k) & Life Insurance
We Require:
- Five (5)+ Years of new client selling experience (not servicing)
- State Life & Health Insurance Licenses
- FINRA Series 65, or equivalent
- GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
BUT BEFORE YOU APPLY – learn more about how Golden Reserve is different than other financial firms at Take a look at our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor : 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (
Requirements:
Compensation details: 2 Yearly Salary
PI46f1e9c
Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
New York Life Investment Management LLC provides institutinal asset management and retirement plan service.
Other New York Life affiliates provide an arra of securities products and services, as well as institutional and retail mutual funds.
Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule.
We offer tremendous guidance, encouragement, and training for those who want to take this path.
As a Financial Services Professional it is your responsibility to help individuals plan for their future.
Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,000-$205,000 Year 5: $132,000-$287,000 Year 10: $239,000-$500,000 We offer a comprehensive benefits package that includes: Defined Benefit Pension Plan 401(k) Saving Plan Health/Dental/Life/Disability Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym members Perks Enjoying a flexible lifestye Being your own boss, but with many levels of support and ecpertise behind you Working toward personal and professional growth Pursing an opportunity for very high income Performing a valuable service to others in your community Opportunity to move into management, coaching others to be successful NYLIC University: One of the most comprehensive and well-respected training programs in the industry
This position is remote with strong salary, bonus and equity package.
The Accounting Manager is a high-impact leader responsible for driving excellence across financial reporting, technical accounting, and internal controls.
This role serves as the subject matter expert over Investments, Compensation, and Equity accounting, while leading the monthly close process and supporting SEC and statutory reporting requirements.
Reporting to the Senior Director of Accounting, this position partners cross-functionally with Finance, Legal, HR, and external auditors, and directly manages a Senior Accountant and Staff Accountant.
The ideal candidate brings strong technical expertise, leadership capability, and a continuous improvement mindset.
Key Responsibilities Financial Reporting & Close Leadership Lead the monthly close for individual entities and consolidate GAAP and statutory reporting.
Ensure accuracy, timeliness, and integrity of financial statements and disclosures.
Serve as technical SME for SEC filings, including 10-Q, 10-K, and annual Proxy.
Act as primary liaison with external auditors for quarterly reviews and annual audits.
Technical Accounting & Specialized Areas Oversee accounting for fixed income investments, including cost basis, fair value, and GL reconciliations.
Manage accounting for payroll, share-based compensation, equity, and APIC.
Calculate and report quarterly basis and diluted EPS.
Perform complex technical accounting research and draft well-supported whitepapers and memos.
Controls, Compliance & Process Optimization Design, document, and enhance SOX and MAR 205-compliant internal controls.
Identify automation and system improvements to increase efficiency and reduce risk.
Drive continuous process improvements across close and reporting cycles.
Leadership & Team Development Manage, mentor, and develop Senior and Staff Accountants.
Provide technical guidance across the finance organization.
Foster a culture of accountability, ownership, and high performance.
Qualifications : Education & Experience Bachelor’s degree in Accounting, Finance, or Economics (CPA strongly preferred; MBA a plus).
5+ years of experience in public accounting and/or a public company environment.
2+ years of direct people management experience.
Advanced knowledge of US GAAP; statutory accounting experience a strong plus.
Experience with SEC reporting and technical accounting research.
Strong SOX internal control experience.
Advanced Excel skills (pivot tables, complex modeling); ERP/GL system experience required.
Strong analytical and problem-solving skills.
Clear and effective technical writing and executive communication.
Ability to manage competing priorities in a deadline-driven environment.
High integrity and discretion in handling sensitive compensation and equity data.
The position will concentrate on building and enhancing reporting frameworks, developing accurate forecasting models, and providing actionable recommendations to improve business performance.
Additionally, the role will support new business initiatives, system integrations, and other changes impacting the FP&A function, ensuring data-driven solutions and continuous process improvement.
Core Job Responsibilities: Build and enhance reporting materials, dashboards, and forecasting models to support strategic decision-making with manager’s support Analyze financial results, trends and metrics on a monthly basis and meet with leadership to communicate results.
Communicate findings and drivers across the full P&L (sales, AGM, business drivers, adjustments, etc.) to management/leadership.
Deliver accurate analysis and support ad hoc investigations to provide insights and enable improved business performance.
Support new business initiatives, system integrations, and major changes through detailed analysis and data-driven recommendations.
Collaborate with product divisions and sales teams to identify trends and opportunities that drive profitability.
Assist in quarterly/monthly financial business reviews with senior management by providing clear, actionable insights.
Serve as a resource for special projects within the SF&A team and act as backup to the Manager when needed.
Basic Qualifications: Education High school diploma Relevant Work Experience At least 3 years of financial planning, reporting, and analysis experience.
Advanced Microsoft Excel skills (including PowerPivot, PowerQuery, pivot tables, financial modeling).
Experience working with an ERP system – SAP and Oracle experience is a plus.
Additional Willing to travel for business purposes (within state and out of state).
Preferred Qualifications: Education Bachelor’s degree in Finance, Accounting, or related field Relevant Work Experience Experience of building, automating and working with complex data.
MS Fabrics knowledge or experience is a plus.
At least 2 years of experience providing financial advice and counsel to P&L/business owners.
Proven ability to manage multiple workstreams and automate reporting processes.
Experience in working with complex data Help in strategic decision making and goal setting initiatives through data analysis SQL experience preferred Power BI experience is a plus Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $85,000.00
- $128,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
This role is bonus and/or incentive eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
The Asset Protection Financial Analyst will serve as support for the Asset Protection Department in the monthly and annual budgeting processes, performing closing and accrual analysis and preparing monthly financial forecasts, preparing other recurring monthly reporting and ad hoc analysis for distribution to departmental and executive management and identifying profit improvement opportunities
Specific responsibilities include but are not limited to:
- Serve as the primary budget contact for Asset Protection business owners in preparation of the monthly/quarterly/annual budgets.
- Work with business owners to develop department level budgets.
- Validate and challenge budget assumptions used by business owners and verify accuracy of the information.
- Prepare the monthly closing and accrual reports.
- Prepare the monthly budget and forecast reporting and tracking for departmental and executive management.
- Generate monthly budget vs. actual reporting including variance analytics for review by departmental and executive management.
- Assist in preparing the annual Capex and Opex business case scenarios
- Monthly tracking and forecasting of capital projects and ROI performance to goals to ensure spending is aligned with expectations.
- Prepare other recurring monthly reporting and ad hoc analysis for distribution to departmental and executive management.
- Assist the AP Coordinator, Sr Business Analyst and AP Cash Analyst in completing special projects, process improvements, and strategic initiatives.
Minimum Requirements/Qualifications:
- 4-year undergraduate degree in Accounting or Finance
- 0-2 years minimum of related experience
- Ability to effectively manage multiple work streams simultaneously
- Ability to meet deadlines
- Attention to detail required
- Proficiency in Excel, databases, and other financial software applications
Preferred Qualifications:
- Experience with financial modeling
- Experience with SQL Experience with IBM Planning Analytics
- Experience with dashboarding tools such as Power BI
- Experience with Lawson GL system
- Experience with various financial software applications, i.e. Blackline, IBM Analytics, Showcase, etc.
- Experience in producing and maintaining departmental budgets and forecasts
- Advanced data analytics background
Senior Financial Analyst, HomeGoods FP&A
*Hybrid work model, 2 days per week in office
Are you looking to lead strategic analysis for a multibillion-dollar organization? Are you someone that is analytical and data driven? Do you get excited to work with and present to executives and senior leaders on a regular basis? If so, then the Senior Financial Analyst role on our Business Planning and Analysis team is the place for you to learn from industry leaders and grow in your career.
Ways you will make a difference:
- Lead analysis on strategic projects for HomeGoods to provide actionable recommendations that support the organization’s objectives
- Partner with various operating groups and divisional stakeholders to develop potential initiatives and implement strategies
- Create complex financial models and reporting that facilitate analysis of key initiatives
- Present results and recommendations across all levels of management, including senior members of Finance, Operating Groups, and executives
Potential Projects:
- Capital Investment Decision Process – evaluate projects to determine if they meet return-on-investment criteria and support the long-term growth of the business
- Real Estate – analyze new store opportunities and offer recommendations to senior leaders
- Store Performance – analyze operational efficiencies and top line opportunities to maximize performance across store portfolio
- Marketing Campaigns – partner with Marketing to evaluate advertising and media campaigns and optimize financial return
- Merchandising Initiatives – evaluate impact of inventory / merchandising initiatives
- Support Senior Management – KPI reporting and presentation preparation
Ideal Candidate:
- 3+ years of finance experience; background in Consulting, FP&A or Investment Banking preferred
- Understanding of and experience with key financial concepts, including but not limited to the financial statements, cash flow, net present value, and return on investment
- Excellent communication skills, both verbal and written. Ability to simplify complex projects and present key details / conclusions
- Self-starter who takes ownership of their work and has strong attention to detail
- Demonstrated analytical and quantitative abilities
- Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
- Proven aptitude with Microsoft Office applications with advanced Excel skills
Location:
USA Home Office Framingham MA 770 Cochituate Rd
This position has a starting salary range of $85,100.00 to $109,000.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive.
Med College is seeking a detail-oriented Financial Aid Processor to support students through the financial aid process at our Hialeah campus. This entry-level position is ideal for candidates interested in higher education administration or student services. Training is provided.
- Process financial aid applications and documentation
- Assist with eligibility verification and recordkeeping
- Answer student financial aid questions
- Maintain accurate data entry and compliance standards
- Provide professional customer service
- Administrative or customer service experience preferred
- Strong organizational and communication skills
- Basic computer proficiency required
- Willingness to learn financial aid regulations (training provided)
- Join a team dedicated to helping students build successful healthcare careers.
Pay: $260,000.00 - $365,000.00 per year
Why This Is a Great Opportunity
- Join a premier transactional platform advising sophisticated financial institutions and major market participants.
- Work on complex, high-value financial services transactions in one of the strongest legal markets in the country.
- Build strong deal experience in a collaborative, high-performance environment known for excellence and professional development.
- Gain meaningful responsibility on sophisticated matters while working alongside top-tier attorneys and clients.
- Grow your career at a firm known for elite training, strong mentorship, and long-term advancement opportunities.
Location: New York, NY. This is a full-time, on-site role based in the office.
Note: Must have 3+ years of law firm transactional experience within financial services, finance, or closely related corporate transactions.
About Us
We are a top-tier law firm known for advising leading financial institutions, companies, and investors on complex legal and business matters. Our team is collaborative, ambitious, and committed to excellence, client service, and long-term professional growth. Confidential Employer.
Job Description
- Advise clients on sophisticated financial services and related transactional matters
- Draft, review, and negotiate transaction documents and related agreements
- Support deal execution from diligence through closing
- Analyze transaction structures, legal issues, and business terms
- Manage portions of transactions with increasing independence
- Work closely with clients, counterparties, and internal teams in a fast-paced environment
- Conduct legal research and draft practical, business-oriented analysis
- Collaborate with partners and specialists on complex transactions
Qualifications
- 3+ years of law firm transactional experience
- Experience in financial services transactions, finance, corporate transactions, or closely related deal work
- Strong drafting and negotiation skills
- Strong analytical, writing, and communication skills
- Ability to manage components of transactions independently
- Strong business judgment and client service orientation
- Team-oriented with a strong work ethic and desire for increased responsibility
- Admitted in New York or eligible to waive in
- BigLaw or other sophisticated transactional law firm background strongly preferred
Why You Will Love Working Here
- Elite transactional platform with sophisticated, high-level work
- Strong exposure to major clients and meaningful deal responsibility
- Collaborative culture with high standards and strong mentorship
- Clear path for growth and long-term development
- Excellent benefits and family-supportive programs
- Opportunity to deepen your transactional skill set in a highly respected firm
JPC-741
Job Type: Full-time
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
Patient Financial Services Specialist (Contract)
Location: Gaithersburg, MD (Hybrid)
Duration: 13 Weeks (Opportunity for Extension or Conversion)
Schedule: Full-time
About Us
Pride Health is a minority-owned healthcare staffing firm that connects skilled clinical and non-clinical professionals with leading hospitals and healthcare organizations nationwide. As part of Pride Global, we deliver flexible workforce solutions while supporting quality patient care and career growth for healthcare professionals.
Job Summary
The Patient Financial Services Specialist supports revenue cycle operations by verifying patient insurance eligibility, reviewing financial information, and maintaining accurate patient account records. This role works closely with internal teams and insurance providers to help ensure accurate billing and timely reimbursement while maintaining compliance with healthcare regulations and organizational policies.
Key Responsibilities
- Verify patient insurance eligibility and benefits using electronic systems and payer portals.
- Review and update patient demographic and financial information to ensure accuracy.
- Utilize eligibility verification tools and electronic health record systems to confirm coverage details.
- Communicate with insurance providers and internal departments to resolve eligibility or coverage discrepancies.
- Maintain accurate documentation of eligibility verification and account activity.
- Assist in resolving billing issues and patient account inquiries.
- Identify and escalate account issues that may impact reimbursement timelines.
- Ensure compliance with healthcare regulations, payer requirements, and organizational policies.
Required Qualifications
- High School Diploma or GED required.
- 2–5 years of experience in Patient Financial Services, insurance eligibility verification, or related revenue cycle roles.
- Experience using Cerner systems.
- Experience with Experian eligibility tools (Cerner-based) required.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong communication and problem-solving skills.
Preferred Qualifications
- Additional experience within healthcare revenue cycle operations.
- Familiarity with payer guidelines and insurance verification processes.
Benefits Disclosure
Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.
Equal Opportunity Employer
Pride Health is an Equal Opportunity Employer. We are committed to creating an inclusive and diverse workplace and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.
Utilizes technology and analytical tools to project performance on various value‐based plans.
Provides financial projections based on performance and leverages data to identify areas of opportunity.
Tracks, reconciles, and quantifies financial earnings from plan performance/earnings.
Collaborates with internal and external partners.
Dedicated role to centralize and coordinate the activities of contracted value‐based plans and GMG value‐based purchasing regulatory requirements such as the Merit‐based Incentive Payment System (MIPS) as well as various other value‐based contracts.
Education, License & Cert: Bachelor’s Degree in data analytics, healthcare, finance, or related field.
Experience: Extensive experience with Microsoft office or related database, spreadsheet, and presentation software required.
Ability to analyze and leverage detailed information to direct initiatives for performance improvement.
Experience with value‐based purchasing and/or reimbursement program implementation experience is preferred.
Experience with quality chart reviews, abstracting, and/or coding preferred.
Must organize, prioritize, and manage time efficiently to meet reporting deadlines.
Proficiency in Excel and other software is required to perform job duties, such as preparing reports and developing spreadsheets.
Must maintain effective interpersonal relations and communication skills.
Essential Functions: 1.
Provides analytical support for value‐based programs, including independently monitoring/measuring the performance of the initiatives by leveraging data from multiple internal and external sources.
Will perform analysis, summarize results, and oversee value‐based payments while adhering to established standards and processes.
2.
Works as the subject matter expert for value‐based initiatives.
Participates in projects to ensure the directives are executed and time sensitive deadlines met.
Performs interpretation of legislative regulatory requirements frequently.
3.
Identify areas of opportunity within Value Based Purchasing Contracts and participate, coordinate, and/or lead initiatives as appropriate for improvement.
4.
Collaborates with VBR team to ensure prioritization of the organization’s reporting requirements.
5.
With collaboration with contracting team, will analyze Value Based Purchasing portion of proposed contracts and provide both performance and financial projections based on contractual obligations and historical data.
6.
Ability to project performance and identify areas of opportunity based on internal and external data, and project financial impact to organization in relation to achieved or underachieved goals.
Will work collaboratively with clinical, financial, and operational leadership frequently.
Must be able to communicate efficiently and identify barriers to involved stakeholders.
7.
Creates diagrams and tracking mechanisms on a regular basis for communication of plan performance and staff productivity monitoring.
Preparation of reports summarizing activities and performance metrics related to process improvement initiatives.
8.
Tracks and Reconciles value‐based payments in accordance with plan performance/earnings.
9.
Acts as a point of contact and facilitates implementation/integration for all contracted value‐based programs and GMG regulatory programs.
Establishes and develops standard reporting procedures, to include collaboration with information technology team to advance digital reporting as needed.
10.
Establishes and develops standard reporting procedures, to include collaboration with information technology team to advance digital reporting as needed.
11.
Develops clinical quality measure reporting validation process and preforms thorough validation to ensuring accuracy of reports as well as ensuring fulfillment of regulatory and contractual standards.
12.
Maintain accurate records; interpret rules and regulations, read, and understand patient records to correlate appropriate quality reporting measures.
13.
Educates and performs strategic planning for quality reporting program efforts as directed.
14.
Participates in professional development activities and maintains professional affiliations.
Maintains confidentiality.
Other Duties: Performs other duties as assigned.
Position Summary:
(30 hours/week)
FCW is seeking a highly organized, detail-oriented Finance Assistant & Operations Manager to support the
financial integrity and daily operations of our organization. This role is ideal for someone who thrives in a
mission-driven environment, enjoys both financial administration and operational coordination, and takes pride
in excellence behind the scenes.
The right candidate will be committed to FCW’s mission and will serve with professionalism, discretion, and a
collaborative spirit.
Desired Characteristics and Experience:
- Strong attention to detail and organizational skills
- Self-motivated with the ability to manage multiple responsibilities
- Professional, positive, and team-oriented
- Strong written and verbal communication skills
- Ability to work independently and maintain confidentiality
- Proficient in Microsoft Office and Google Workspace; willing to embrace AI tools
- Working knowledge of bookkeeping and financial reporting
- Experience with donor management/CRM software preferred
Job Responsibilities:
A. Finance Assistant
Accounts Payable and Receivable
- Enter invoices and receipts; process checks and credit card payments
- Generate invoices (sponsorships, events, corporate partners)
- Process daily donations (online, mail, foundations, in-person)
- Prepare donor thank-you letters
Financial Administration
- Prepare weekly deposits
- Reconcile bank and credit card accounts monthly with CFO
- Maintain accurate donor/contact records in CRM
- Process donation reminders and follow up on past-due accounts
- Communicate with donors regarding declined auto-payments
- Maintain vendor tax-exempt documentation
- Assist with financial tracking for fundraising events
- Collect all FCW mail on a daily basis
- Collect money from the donation receptionist desk containers every other week
- Cross-train with CFO/Finance Director
B. Operations Manager
Volunteer and Staff Support
- Assist leadership in placing and tracking volunteers
- Maintain volunteer database and hours
- Oversee receptionist recruiting, scheduling, and training
- Attend weekly staff meetings and provide updates
Office and Facility Oversight
- Provide general oversight of headquarters operations
- Coordinate building maintenance and cleaning schedules
- Manage office supply and inventory ordering
- Maintain phone system updates
- Track building keys
- Maintain master calendar for facility and equipment use
C. Additional Responsibilities
- Answer phones, greet guests, and provide tours when the receptionist is not present
- Oversee bulk mailings (sponsorship and marketing)
- Oversee clothing bin collection volunteers
- Assist with fundraising events and micro-events
- Perform additional duties as assigned by the CEO/Executive Director
ob Description
Job Title: Patient Financial Advisor – Revenue Cycle
Reports To: Revenue Cycle Manager
Classification: Non-Exempt
Department: Revenue Cycle
Employment Status: Full-Time
Work Environment: In-office, hybrid, or remote depending on operational needs
Travel: Minimal or none
Position Summary
This position supports the revenue cycle operations of a healthcare organization by ensuring accurate and timely processing of medical claims and patient billing. Responsibilities include reviewing encounter documentation for correct procedure codes, diagnoses, and modifiers, and ensuring claims are submitted accurately the first time.
The role also assists patients with understanding their medical bills and resolving billing inquiries. The Patient Financial Advisor works with internal teams and external vendors to support patient collections, payment arrangements, and account resolution activities. A strong understanding of the full revenue cycle is required, including billing, payment posting, accounts receivable follow-up, and financial reconciliation.
This position also serves as a resource to scheduling and registration teams regarding insurance selection, billing processes, and collection policies. Additional duties may be assigned based on operational needs.
Key Responsibilities
Review medical documentation and billing records to ensure accurate claim submission.
Identify and correct billing errors prior to claim submission.
Respond to patient billing inquiries via phone and other communication channels.
Provide assistance to internal teams regarding billing and operational questions.
Follow up on unpaid or denied claims with insurance carriers.
Post and reconcile insurance and patient payments.
Coordinate with third-party vendors related to patient statements and collection activities.
Assist patients in understanding billing statements, payment plans, and financial policies.
Communicate with clinical and administrative staff regarding insurance billing and documentation requirements.
Contribute to meeting departmental revenue cycle performance and collection goals.
Education and Experience Requirements
Education
High school diploma or equivalent required
Medical billing or coding certification preferred
Experience
Minimum of 5 years of experience in healthcare revenue cycle, medical billing, or related field
Knowledge and Skills
Working knowledge of medical billing guidelines and revenue cycle processes
Familiarity with regulatory requirements from government and commercial payers
Understanding of CPT, ICD-10, and HCPCS coding and appropriate modifier usage
Experience billing Medicare, Tricare, and commercial insurance payers
Ability to review accounts and medical documentation with strong analytical skills
Effective communication skills when interacting with patients and staff
Professional judgment, tact, and problem-solving abilities
Proficiency with Microsoft Office applications (Outlook, Excel, Word)
Experience working with practice management systems and electronic medical records (EMR) preferred
Physical Requirements
Ability to sit for extended periods while using a computer and keyboard
Ability to see and read computer screens and documents
Ability to communicate clearly in person and over the phone
Ability to occasionally stand, walk, or move within the workspace
Ability to lift or move objects up to approximately 15 pounds
Frequent use of hands for typing and computer navigation
Work Authorization
Applicants must be authorized to work in the United States.
Equal Opportunity Statement
The organization is committed to providing equal employment opportunities and does not discriminate based on legally protected characteristics.
*** You must currently reside within 20 miles of Morrisville, NC to be considered for this role. ***
A growing, PE-backed healthcare organization with strong backing and ongoing acquisitions is seeking a Financial Analyst to support its expanding finance function. This newly created role is designed for someone eager to learn the business, collaborate with leaders, and take ownership of critical financial processes.
The Opportunity:
This is a hands-on role with broad exposure across accounting, FP&A, and business partnering. You’ll work directly with senior finance leaders and cross-functional teams, gaining insight into every part of the organization. The environment is fast-moving, collaborative, and entrepreneurial ideas are welcomed, decisions are made quickly, and impact is immediate.
The role is ideal for someone coming from public accounting who wants to get closer to the business and grow beyond traditional audit work. The team is open to pushing a start date until after the busy season, but would like to meet you now!
What You’ll Do:
• Manage monthly financial close procedures for multiple entities
• Perform first-level P&L reviews and partner with accounting to ensure accuracy
• Prepare weekly budget vs. actual reports and quarterly incentive calculations
• Build monthly KPI reporting and financial packages
• Execute ad hoc projects such as brand-level analysis, including OpEx, headcount, and retention
• Collaborate cross-functionally and proactively identify opportunities to improve processes
Qualifications:
• Coming from a Big 4 or large regional public accounting firm (2+ busy seasons)
• Curious mindset with strong analytical skills
• Excellent communication and a professional, friendly presence
• Self-starter who enjoys solving business problems and jumping into new challenges
Work Environment:
• Hybrid: 2 days per week on-site for collaboration- Morrisville, NC
Oracle FDI Developer/Analyst
Contract
Palo Alto, CA (Remote or Hybrid if in SF Bay Area)
This position pays around $60 - $70/hr on W2
Responsibilities:
- Business Discovery & Analysis
-Lead requirements for workshops with FP&A, Accounting & Procurement.
-Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO cycle times) to source systems and FDI subject areas.
- Data Modeling & Development & Go live (Oracle FDI)
-Design and implement data models, pipelines, and semantic layers within Oracle Finance Data Intelligence (leveraging Oracle subject areas, views, and data products).
-Build/Configure reports, dashboards, and self-service datasets.
-Implement drill paths, prompts/filters, row-level security, and data
entitlements.
-Establish data quality checks & build/maintain documentation
-Conduct UAT and migrate in production environment
- Demos, Enablement & Iteration
-Run demos and showcases with Finance leadership and business stakeholders; collect feedback and iterate fast.
-Create playbooks and training (how-to guides, release notes, KPI definitions) to drive adoption and self-service analytics.
Required Qualifications:
- Hands-on experience implementing and configuring Oracle Financial Data Intelligence (FDI)
- Experience leading requirements gathering sessions with finance stakeholders including FP&A, Accounting, and Procurement
- Strong understanding of financial metrics and KPIs such as revenue, COGS, operating expenses, cash flow, AP/AR aging, and procurement cycle times
- Proven ability to design and build data models, semantic layers, dashboards, and self-service datasets within Oracle FDI
- Experience configuring drill paths, prompts, filters, row-level security, and data entitlements
- Knowledge of Oracle subject areas, views, and data products
- Experience mapping business metrics to source systems and reporting structures
- Ability to establish data quality checks and validation processes
- Experience conducting user acceptance testing and managing production migrations
- Strong documentation skills covering data models, configurations, and processes
- Ability to create training materials, playbooks, and how-to guides for end users
- Excellent communication skills with the ability to present to finance leadership and business stakeholders
- Ability to work autonomously with minimal supervision
- Strong organizational and prioritization skills
Preferred Qualifications:
- Experience with Oracle Cloud Financials (General Ledger, Accounts Payable, Accounts Receivable, Procurement)
- Familiarity with Oracle Analytics Cloud, OTBI, or Oracle Business Intelligence
- Background working directly with FP&A teams on budgeting, forecasting, or financial planning processes
- Experience with data integration tools or Oracle Integration Cloud
- Prior experience in a consulting or systems integrator environment
- Background working in multinational organizations or with global finance teams
- Experience driving self-service analytics adoption across an organization
- Knowledge of Agile methodologies and iterative delivery practices CBAP , PMP , or Oracle certifications
Core Competencies:
- Analytical Thinking: Ability to break down complex business problems, identify root causes, and develop structured solutions
- Technical Aptitude: Comfort working hands-on with data models, configurations, and reporting tools while understanding underlying data structures
- Business Acumen: Strong understanding of finance and accounting processes, terminology, and how data supports decision-making
- Communication: Ability to convey technical concepts to non-technical audiences and translate business needs into technical requirements
- Stakeholder Management: Skill in building relationships, managing expectations, and engaging effectively with finance leadership and cross-functional teams
- Attention to Detail: Commitment to data accuracy, documentation quality, and thorough testing
- Adaptability: Ability to iterate quickly based on feedback and adjust to evolving priorities
- Ownership & Accountability: Self-directed approach with a strong sense of responsibility for outcomes and deliverables
- Enablement Mindset: Focus on empowering end users through training, documentation, and self-service capabilities
- Collaboration: Ability to work effectively with technical and business teams across functions and geographies
Now Hiring: Contract & Financial Administrator
FLSA Status: Exempt
Reports To: Chief Financial Officer (CFO)
We are seeking a highly organized and detail-oriented Contract & Financial Administrator to support corporate operations and work closely with the CFO. This role is responsible for coordinating the review and execution of contracts and prequalification documents while assisting with financial, administrative, and risk management activities across the organization.
This is a fast-paced position that requires strong judgment, discretion, and the ability to manage multiple priorities while maintaining strict confidentiality.
Key Responsibilities
- Coordinate review and execution of contracts with Owners, General Contractors, and Subcontractors
- Ensure compliance with Certificates of Insurance (COIs), Payment & Performance Bonds, and contract terms
- Manage subcontract documentation and maintain organized electronic and paper contract files
- Oversee completion and tracking of prequalification documents and third-party prequalification systems
- Maintain project master lists and support ERP project setup and accuracy
- Coordinate bid bond requests and project setup documentation
- Support CFO with insurance renewals (health, property & casualty, fleet programs)
- Maintain records for fleet vehicles, authorized drivers, leases, and office equipment
- Track renewal and expiration terms for leases and coordinate renewal activities
- Assist with contractor licensing compliance
- Evaluate and improve file organization and document management systems
Qualifications
- Strong organizational skills with the ability to manage multiple projects simultaneously
- Sound judgment and discretion in handling confidential information
- Effective written and verbal communication skills
- Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
- Experience with ERP systems and database management preferred
- Strong problem-solving skills and ability to adapt to changing priorities
Education & Experience
- College degree or 5+ years of contract administration, accounting, or finance experience required
- College degree with 2+ years of relevant experience or 7+ years of related experience preferred
- Construction industry experience preferred
This position operates in a professional, business-casual office environment with standard hours of 8:00 AM – 5:00 PM (flexibility may be available as authorized).
If you are a proactive professional who thrives in a structured yet dynamic environment and enjoys supporting executive leadership while maintaining operational excellence, we encourage you to apply.
#NowHiring #ContractAdministrator #FinanceJobs #ConstructionJobs #RiskManagement #AccountingCareers #CorporateCareers #Hiring
What Makes a Honda, is Who makes a Honda
Honda has a clear vision for the future, and it’s a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda’s, we want you to join our team to Bring the Future!
Job PurposeThis position will provide support in accounting and financial reporting activities (including monthly/quarterly/annual financial SOX audits) of AHM Auto Business Segment, especially in the areas of SAB-104 revenue recognition cut-off procedures, royalty transactions, GALC (Global Assembly Line Control) reconciliations over HDMA factories, GSI reporting, support of incentive accrual reviews, and overall coordination of accounting processes, flows, and reporting requirements related to AHM GM BEV3.0 Collaboration (mainly in the areas of purchase, wholesale and retail accounting).
Key Accountabilities- Complete workpapers (including account reconciliations and account analysis) and prepare journal entries for AHM & selected schedules/deliverables for HM financial reporting, ensuring completeness and accuracy
- Provide review support to the Assistant Manager over various areas, including but not limited to incentive accruals (which entail a large volume of deliverables to various stakeholders, incl. Finance Management and HM)
- Support SOX compliance and audit activities for the Product (Auto) Segment, including GALC reconciliations.
- Coordinate with Business/Operations (including ISD) in understanding current business states, market conditions in order to assess accounting implications. In addition, evaluate/modify current reporting processes for accuracy and efficiency opportunities
- Identify and implement process improvements and complete various ad-hoc projects
- Bachelor's degree in Accounting/Finance or related field
- 6+ years in accounting/finance
- Public/accounting or accounting in a distribution/manufacturing company
- Experience in a multi-national company is a plus
- Good communication skills (verbal/written)
- Proficiency in Microsoft applications (Excel, PPT)
- SAP knowledge is a plus
- CPA preferred
What differentiates Honda and make us an employer of choice?
Total Rewards:
- Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
- Paid Overtime
- Regional Bonus (when applicable)
- Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
- Paid time off, including vacation, holidays, shutdown
- Company Paid Short-Term and Long-Term Disability
- 401K Plan with company match + additional contribution
- Relocation assistance (if eligible)
Career Growth:
- Advancement Opportunities
- Career Mobility
- Education Reimbursement for Continued Learning
- Training and Development Programs
Additional Offerings:
- Tuition Assistance & Student Loan Repayment
- Lifestyle Account
- Childcare Reimbursement Account
- Elder Care Support
- Wellbeing Program
- Community Service and Engagement Programs
- Product Programs
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
In partnership with Guthrie’s leadership team, PFS Director SBO is responsible for developing and executing the strategic vision for The Guthrie Clinic’s patient/guarantor billing and collection functions. This involves managing and coordinating the overall functions of patient/guarantor collection to ensure maximization of cash flow while maintaining patient, provider, and other customer relations. Works closely with administrative leaders, managers, clinical personnel and vendors to ensure effective and efficient self-pay pre-service, point of service and accounts receivables management. Provides direction in managing the activities and functions of analyzing self-pay accounts receivable for collection and aging trends, establishing performance metrics, develops automated and efficient workflows, identifying denial trends that lead to self-pay activity, develops and maintains departmental policies and procedures, establish departmental goals and reports to AVP, Corporate AR Management. Identifies areas of improvement and works collaboratively with appropriate parties for resolution. Directs the management of employees in patient guarantor collection. Maintains advanced knowledge of healthcare and automation of self-pay and bad debt A/R and strives to ensure compliance with federal and/or state laws and regulations.
Experience
10 years prior experience in healthcare, insurance or businesses with responsibility and management of billing and patient collection. Knowledge of federal and state debt collection laws and patient billing regulations. Preferred Certifications:
- Certified Revenue Cycle Professional (CRCP) or Certified Healthcare Financial Professional (CHFP)
- Certification in Healthcare Compliance (CHC) or equivalent is a plus
Skills
Excellent working knowledge in the area of health care revenue cycle billing, strong medical terminology, collection, negotiation and insurance regulations required.
Advanced customer service, written, verbal, organizational and time management skills are a must.
Proficiency in revenue cycle platforms (i.e., EPIC, Cerner, Medent) Microsoft Office products including Excel, PowerPoint, and Microsoft Word.
Proven ability to train and coach staff and build and lead strong teams to meet performance goals and for project management.
Extensive working experience in managing and directing the work of others along with proven planning and problem-solving skills to perform analysis and reports are required.
Ability to make quality, independent decisions as well as collaborate effectively with other leaders.
Education
Bachelor’s degree is required. This requirement may be satisfied through an equivalent combination of education and 10 years prior experience in healthcare, insurance or retail businesses with responsibility and management of billing and patient collection.
Essential Functions
- Plans and manages accurate patient billing and efficient account collection, which includes developing automated and efficient workflows. Works directly with patient access leaders to establish a pre and point of service collection strategy. Actively engages leaders or areas who are under performing in point of service collection. In addition, develops action plans or assists in identifying areas where gaps exist that cause insurance denials, or patients to be listed as self-pay incorrectly.
- Seeks automated solutions for manual workflows to drive efficiency. Develops project plans that ensure timely statement release. Establishes and implements a system or process for the collection of delinquent accounts including bad debt transfer to external collection agency, financial assistance programs, and/or appropriate internal collection follow-up.
- Oversees, coordinates, and solves complex billing problems. Coordinates with operational and Corporate Revenue Cycle management to ensure organizational problems are resolved.
- Establishes and updates reports, departmental goals, initiatives, and performance metrics to AVP, Patient Access.
- Assigns projects in order to support troubleshooting and resolving Undistributed credit issues for self-pay. Coordinate refund and escheatment process.
- Responsible for the development and creation of policies and procedures including protocols for rejection follow-up.
- Maintains controls for invoice adjustments.
- Maintains system or process to respond to Automated Call Distribution (ACD) – patient inquiries in a manner that promotes excellence in customer service. Uses call patterns to detect training opportunities, as well as problem areas that may require training with other departments.
- Maintains knowledge of and complies with established policies and procedures including government, insurance, and collection regulations.
- Attends meetings and participates in committees as requested. Conducts special projects and studies as directed.
- Manages within established budget including annual planning.
- Coaches, develops, and builds teamwork with employees. Strives for a tier 1 team and makes the workplace productive as well as ensures transparent and open communication exists up and down the employee/peer spectrum. This includes clear demonstration of Guthrie’s Mission & Values.
- Actively participates as a team member by supporting decisions, accepting change, managing conflict effectively, and valuing the contributions of others.
- Maintains strict confidentiality related to patient health information in accordance with HIPAA compliance.
- Participates in professional development efforts to ensure current with health care practices and trends.
- Serves as a role model and keeps department focused on processes that result in maximum efficiencies and revenue capture.
- Key Performance Metrics include: - Pre-Service Collection Rate
- Undistributed Credit Days
- Self-Pay Days
- Self-Pay Net Collection Ratio
- Self-Pay 90+%
- Bad Debt %
- Self-Pay Payments Auto Posted %
- Payment Plans Using Auto Pay %
- Self-Pay Credits Auto Resolved %
Required Knowledge, Skills and Abilities
- The director must have a clear understanding of multiple managed care contracts, multiple specialty insurance and billing practices, and exercise professional competency in reviewing patient accounts to maximize reimbursement and minimize financial risk to The Guthrie Clinic. Successful oversight will result in increased net revenues by reducing bad debt from potential write-offs. Interactions will primarily be conducted with both patients, staff, leaders, vendors and the results of efforts will lead to secure payment for open balances. Serves as a resource to faculty, managers, and clinic staff in all patient payment related issues.
- Accountable and responsible for analyzing and reducing bad debt.
- Exceptional communication skills, ability to explain, advocate, and express facts and ideas in a convincing manner, and negotiate with individuals and groups internally and externally.
- Emotional intelligent and tactful in all situations.
- Superior presentation skills, able to present in a clear and articulate fashion in front of a variety of constituents.
- Committed to a "team approach" and encourages a collaboration process, working effectively with a diverse or multi-disciplinary group to achieve a common goal.
- Demonstrated knowledge and understanding of Epic, and Governmental/non-government requirements applicable to patient billing processes.
- Demonstrated project management skills including managing multiple projects in a timely and efficient manner. Demonstrated abilities in utilizing Lean/project management protocols for efficient workflows.
- Demonstrated analytical, problem-solving abilities, strong organization and decision-making abilities with data, people and situations.
- Demonstrated familiarity, knowledge and understanding of relevant Hospital Policies, Practices and HIPAA regulations.
- Demonstrated skills and proficiencies of Microsoft Excel, Word, Project or other spreadsheet and/or word processing software.
- Work independently with strong follow-up skills to ensure effective and efficient completion of tasks.
- Adapts to change plan/influence strategies to the organization's political realities and constraints.
- Outstanding relationship management skills, easily build strong and effective working relationships within a climate of trust, inspires cooperation and confidence and is a true consensus builder.
Other Duties
1. Travel for this position is sometimes required.
2. Participation in community and employee engagement activities is required.
3. It is understood that this description is not intended to be all-inclusive and that other duties may be assigned as necessary in the performance of this position.
Upload 9-22-25
Rady Children's Physician Management Services (RCPMS) offers exciting opportunities for qualified candidates to join our rapidly growing organization. We are a wholly owned subsidiary of Rady Children’s Hospital and Health Center with just over 500 employees. RCPMS supports primary care pediatricians with 29 office locations throughout San Diego and Southern Riverside Counties.
RCPMS seeks a friendly, motivated, and experienced individual for our open PFS Manager position. This is a Full-Time position. Hours of operation are Monday through Friday, 8:00am to 5:00pm. On site.
SUMMARY
The Manager, Patient Financial Services (PFS) provides oversight of patient billing and collection within billing operations under the direction of the Director of Patient Financial Services. Monitors work processes and identifies/implements process improvement opportunities. The Manager, PFS oversees and evaluates Patient Financial Services staff, monitors and ensures compliance with Federal, State and industry standards and regulations, prioritizes and maintains timely turnaround, serves as resource for billing issues, performs periodic audits, and acts as the primary contact for escalated customer service concerns.
EDUCATION AND EXPERIENCE
- High school diploma or equivalent
- Minimum of 5 years supervisory and leadership experience in medical billing office environment
- Epic experience preferred
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.
Employee Benefits include but are not limited to:
- Student Loan Repayment
- Tuition Assistance Program
- Medical, Dental & Vision Coverage
- Matching 401k
- Paid Time Off & Paid Holidays
- Employee Assistance Program
- Group Life and AD&D Insurance
If you want to work with a great group of people, we invite you to join us in promoting the health of children within our communities.
For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.
Rady Children’s Physician Management Services is proud to be an Equal Opportunity Employer.
To be considered, please submit a resume and cover letter.
The reasonably expected salary range for this position is between $89,120.00-$120,000.00 a year depending on qualifications including education and relevant experience.
