Financial analyst jobs in Baldwin, New YorkCrear alertas

Job Description Job title: Risk Analyst I Reports to: Director of Risk Department: Risk Management Location: Hicksville, NY Grade: 14 About Priority: Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter. We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities. At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive. About the Role: A Risk Analyst is tasked with evaluating potential risks and uncertainties that an organization may face and developing strategies to minimize or manage these risks effectively. They utilize their analytical skills, financial expertise, and industry knowledge to provide data-driven insights and recommendations to senior management and stakeholders. Responsibilities: * Complete assigned reviews and tasks in a timely fashion. * Manage phone queue and agent merchant/escalations. * Assist with additional tasks when available. * Place holds and initiates funding releases when necessary. * Investigates any incidences that may result in asset loss and compiles findings in reports for further review. * Works under general supervision. What Success Looks Like: Success in a Risk Analyst I role is all about mastering the fundamentals, building strong analytical instincts, and becoming someone the team can trust with clean, accurate, decision-ready work. * You consistently produce work that leaders feel confident using. * You gather the right data and validate it before drawing conclusions. * Your analysis is clear, defensible, and free of avoidable errors. * You can spot inconsistencies or red flags in data quickly. * You understand the boundaries: what’s allowed, what needs escalation, what requires documentation. * You follow compliance and audit standards precisely. Candidate Requirements: * Bachelor's degree preferred with 2-4 years of experience in the field or in a related area. * Quick learning and able to adapt to a changing work environment. * Highly professional demeanor and appearance. * Sound ability to make decisions. * Responsible and trustworthy with proven accountability. * Must maintain a willingness to learn and take on responsibility. * Identifies and resolves problems in a timely manner; able to handle a situation under pressure and find a solution; uses reason even when dealing with emotional topics. * Must be a good communicator with the ability to take and give direction. * Ability to receive and analyze data and input data into the computer. Work Environment & Culture: We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie. Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results. Compensation and Benefits: Compensation range: $59,923 - $69,292 We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work. Financial Wellness * Bonus programs * 401(k) match * Employee Stock Purchase Program (ESPP) * HSA and FSA options * Financial wellness resources and employee discount programs Health & Well-being * Medical, dental, and vision coverage * Mental health support for employees and dependents through Lyra Health * Family planning and women’s health benefits through Carrot * Gym membership reimbursement and virtual wellness programs (including yoga) Time Off * 3 weeks PTO to start, with unlimited PTO after year one Growth & Development * Education expense reimbursement * Leadership development programs * Certified Payments Professional (CPP) certification support We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind. Traditional Physical Requirements: * Requires prolonged sitting, standing, bending, stooping and stretching. * Requires the ability to lift 10 pounds. * Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction). Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.

Job Description Job Description: • An Epic Physician Billing Analyst (also known as an Epic Professional Billing Analyst) is responsible for the configuration, maintenance, and optimization of the Epic Professional Billing module within a healthcare organization., • System Configuration and Maintenance:, • Configure and customize the Epic Professional Billing application to meet the specific business needs and workflows of the organization., • Maintain the Resolute Professional Billing module to manage charges, benefit engines, and workflows with external collection agencies., • Perform ongoing maintenance and updates to Epic applications., • Build and test system changes, presenting them to end-users and migrating them to production., • Workflow Analysis and Optimization:, • Analyze existing financial workflows and identify opportunities for improvement and optimization., • Design and implement leading practice workflows to enhance efficiency and effectiveness., • Collaborate with various stakeholders, including IT, finance, and end-users, to ensure the Epic system aligns with business operations., • Support and Troubleshooting:, • Act as the primary support contact for Epic Professional Billing application end-users., • Provide support to end-users on the Epic EMR system, including integrating revenue cycle processes such as maintaining claim scrubbers and payment processors., • Troubleshoot system errors and resolve issues related to billing, claims, and reimbursement., • Provide on-call support on a rotating basis., • Training and Education:, • Participate in training and educate end-users on the Epic Professional Billing application and related workflows., • Develop and document internal procedures for using Epic and other applications., • Compliance and Updates:, • Stay current with Epic technologies, obtain and maintain necessary Epic certifications., • Ensure compliance with industry standards and regulations, such as transitioning between different claim formats (e.g., X12 4010 to 5010) and coding systems (e.g., ICD-9 to ICD-10)., • Review and assess the impact of changes and enhancements with each new Epic release and make recommendations for the best course of action. Essential skills and qualifications: • Education and Certification:, • Bachelors Degree, preferably in Computer Science, Information Technology, Computer Engineering, or a related field., • Certified in Epic Professional Billing., • Technical Skills:, • Expertise in Epic's Professional Billing module, including charge router, work queue configuration, collection agency workflows, statement processing, benefit engine, and estimates., • Experience with system configuration and troubleshooting tools., • Proficiency with Microsoft Office Suite (Word, Project, Excel, Visio, and PowerPoint)., • Healthcare Industry Knowledge:, • Strong understanding of healthcare revenue cycle processes, medical billing codes, and insurance procedures., • Familiarity with the differences between professional billing and hospital billing., • Knowledge of medical coding systems like CPT and ICD-10., • Soft Skills:, • Strong interpersonal relationship skills and effective communication skills (both oral and written)., • Analytical thinking and problem-solving abilities., • Attention to detail and accuracy., • Self-motivated and a team player.

Job Description Job Title Senior Claims Analyst Location Remote, or Hybrid from Manchester, NH or Rockville Centre, NY Summary Reporting the Unit Manager, this role will be responsible for direct handling of multi-line commercial claims with a focus on New York Labor Law. Duties include investigation and evaluation of coverage, liability and damages issues. The role will be responsible for claim evaluation, establishment/recommendation of adequate reserves, litigation management, case resolution and transaction processing in alignment with the Company’s and Client’s Strategic Vision. Essential Functions • In addition to the essential functions of a Complex Claim Analyst, the Senior Claim Analyst handles more complex cases and/or industry specific cases that include higher exposure with an increase in severity and complexity., • Mastery of the Complex Claim Analyst functions and Company’s and Client’s systems., • Anticipates and identifies risks and opportunities on coverage and liability., • Mentors and guides less experienced claim analysts., • Assists the Unit Manager with departmental problem solving., • Manage external relationships including third party administrative oversight., • Serves on Companywide committees and projects assigned., • Directly handles and/or assists in monitoring, reviewing, and coordinating the activities involving commercial and personal lines insurance claims, including analysis of coverage issues, establishment of adequate reserves, and the resolution and closure of claims., • Reviews loss notices; confirms and interprets policy coverage; establishes adequate reserves; and investigates and handles claims involving primary, umbrella and excess policies., • Manages litigation with Preferred Counsel under Alternative Fee Arrangements or other defense fee structures., • Pursues and maximizes all risk transfer opportunities by contract or by insurance policy language., • Assigns and manages work of defense counsel, assignment of expert witnesses and interfacing with peer carriers including design and execution of defense and indemnity contracts, evaluation of liability and damages and participation in settlement negations., • Ensures proper file setup, reserving, general handling and application of company procedure., • Participates in developing claims handling strategies, including defense coordination, litigation strategy and budgets, and expense control., • Records specific claims information and reports as appropriate to a manager relative to pertinent financial and general statistical records., • Maintains diary control, investigates, analyzes, and reports to ensure maintenance of proper reserves to reflect the company’s exposure and reports to our Reinsurance Department to assist in providing notice to reinsurers and the Reinsurance Department’s recovery of specific amounts when payment exceeds the company’s retention., • Handles large volume of diverse and dynamic claims effectively., • Empowered to make decisions within job description and authority. Seeking guidance where appropriate., • Develop creative ideas and solutions to real-time business problems and /or business opportunities; Takes reasonable, calculated risks even if failure is possible., • Empowers self and teammates to continuously improve Company’s business processes/systems and develops and escalates ideas and solutions., • Seeks continuous development by identifying areas for growth and improvement. Works with team to implement process and technical improvements., • Consistently delivers superior customer service to both internal and external business partners., • Understands Key Performance Indicators and manages towards those priorities., • Perform special projects and assignments related to area of authority as necessary., • Maintains confidentiality., • Establishes and maintains professional relationships., • Assists in Due Diligence inquiries as assigned. Minimum of 5 years of claims handling experience or a related field. Required Education Four-year college degree required or equivalent work experience. Preferred Education or Certification JD, CPCU, SCLA, CCLA Supervisory Role Schedule, assign, and review the work of others in compliance with specific instructions. Travel As required, based upon business needs. Work Environment / Physical Demands This position operates in a professional based collaborative environment and must have the ability to timely produce thorough, accurate work with many competing demands, deadlines, and distractions. The position uses standard equipment such as phones, computers, copiers/printers and filing cabinets. Noise level is moderate. Diversity, Equity, Inclusion & Belonging RiverStone Resources, LLC is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ+, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. Privacy Notice for California Residents

Job DescriptionJob Description:An Epic Physician Billing Analyst (also known as an Epic Professional Billing Analyst) is responsible for the configuration, maintenance, and optimization of the Epic Professional Billing module within a healthcare organization. This role is vital for ensuring accurate patient billing, claims processing, and reimbursement for services provided by individual healthcare providers, such as doctors or therapists. Key Responsibilities:System Configuration and Maintenance: Configure and customize the Epic Professional Billing application to meet the specific business needs and workflows of the organization. Maintain the Resolute Professional Billing module to manage charges, benefit engines, and workflows with external collection agencies. Perform ongoing maintenance and updates to Epic applications. Build and test system changes, presenting them to end-users and migrating them to production. Workflow Analysis and Optimization: Analyze existing financial workflows and identify opportunities for improvement and optimization. Design and implement leading practice workflows to enhance efficiency and effectiveness. Collaborate with various stakeholders, including IT, finance, and end-users, to ensure the Epic system aligns with business operations. Support and Troubleshooting: Act as the primary support contact for Epic Professional Billing application end-users. Provide support to end-users on the Epic EMR system, including integrating revenue cycle processes such as maintaining claim scrubbers and payment processors. Troubleshoot system errors and resolve issues related to billing, claims, and reimbursement. Provide on-call support on a rotating basis. Training and Education: Participate in training and educate end-users on the Epic Professional Billing application and related workflows. Develop and document internal procedures for using Epic and other applications. Compliance and Updates: Stay current with Epic technologies, obtain and maintain necessary Epic certifications. Ensure compliance with industry standards and regulations, such as transitioning between different claim formats (e.g., X12 4010 to 5010) and coding systems (e.g., ICD-9 to ICD-10). Review and assess the impact of changes and enhancements with each new Epic release and make recommendations for the best course of action. Essential skills and qualifications:Education and Certification: Bachelor’s Degree, preferably in Computer Science, Information Technology, Computer Engineering, or a related field. Certified in Epic Professional Billing. Technical Skills: Expertise in Epic's Professional Billing module, including charge router, workqueue configuration, collection agency workflows, statement processing, benefit engine, and estimates. Experience with system configuration and troubleshooting tools. Proficiency with Microsoft Office Suite (Word, Project, Excel, Visio, and PowerPoint). Healthcare Industry Knowledge: Strong understanding of healthcare revenue cycle processes, medical billing codes, and insurance procedures. Familiarity with the differences between professional billing and hospital billing. Knowledge of medical coding systems like CPT and ICD-10. Soft Skills: Strong interpersonal relationship skills and effective communication skills (both oral and written). Analytical thinking and problem-solving abilities. Attention to detail and accuracy. Self-motivated and a team player.

Job DescriptionThe work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. The Business Analyst will be responsible for business and functional requirements definition for various new and existing IT applications, downstream systems and reports. The business analyst will also be responsible for planning and facilitating user acceptance testing. Essential Duties/Responsibilities: • Identify and translate business needs into clearly defined requirements for insurance software applications., • Develop requirements documentation inclusive of user stories/ use cases, process flows, data flows and report mock-ups., • Plan, facilitate, and conduct requirements gathering sessions, meetings, and presentations., • Build strong relationships within the business units and support functions to understand the business needs., • Collaborate with development and testing teams to provide subject matter expertise, ensure that out of the box functionality is leveraged and to assist in troubleshooting and resolving issues., • Ensure that proposed solutions are focused on improving efficiency and effectiveness of the business processes and are consistent across products where possible., • Participate in the development and planning of the User Acceptance Testing activities, including test plans and scripts, based on requirements., • Facilitate UAT execution phase and work with business lead and project manager to obtain user acceptance test signoff., • Team player who works well with technical and business resources., • Meet objectives & goals set forth by management, • Perform additional projects/duties as assigned by management.Required Skills/Abilities/Education/Experience:, • Bachelor’s Degree or equivalent work experience in Business Analysis, • 2-4 years of experience in Business Analysis – Requirements documentation, Functional testing, Reporting tools, Relational databases, SQL., • Experience in programming is a plus., • Experience working in the Insurance/Benefits industry is a big plus., • Experience with Azure DevOps is a plus

Job Description We’re looking for a Financial Analyst to be an early pillar in our finance team. You’ll help with financial operations, reporting, budgeting, and analysis to support iRocket’s growth trajectory. The Role • Assist in monthly, quarterly, and annual financial close processes, • Prepare financial reports, variance analyses, forecasts, and budgets, • Support cash flow management and capital planning, • Conduct cost analysis, margin analysis, and performance metrics, • Liaise with other departments to gather input and validate assumptions, • Maintain financial models and sensitivity analyses, • Bachelor’s degree in Finance, Accounting, or related discipline, • 5+ years of experience in corporate finance, accounting, or financial analysis, • Strong Excel skills; experience with financial modeling, • Familiarity with accounting principles (GAAP or relevant), • Detail-oriented, analytical mindset, and problem-solving skills, • Good verbal and written communication, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Wellness Resources

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $150,000 at plan earnings Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospectsQualifications:, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • A Bachelor’s degree in business administration, finance, or a related field is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description SimpleCITI Companies, Hiring for Commercial Credit Analyst Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleCITI (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleBROKER (Brokerage & Leasing) Job Description: SimpleCREDIT is seeking a detail-oriented and execution-driven Residential Credit Analyst to join our growing credit team. In this high-impact role, you will evaluate, structure, and manage short-term bridge and construction loans across residential transitional assets including ground-up development, rehab, and multifamily projects. You’ll work directly with the founder and capital partners, applying institutional-level discipline to credit analysis while operating with the speed and flexibility of a boutique lender. This is an opportunity to shape the credit infrastructure of a next-generation private lending platform. Loan Evaluation & Underwriting • Analyze borrower profiles, market conditions, project budgets, and exit strategies, • Underwrite loans for rehab, rental, and ground-up residential projects, • Conduct detailed financial modeling, including pro formas, comp analysis, and budget reviews, • Evaluate creditworthiness and collateral strength using LTAIV, LTC, LTARV, and other key metrics, • Draft concise investment memoranda for internal and capital partner review Due Diligence & Structuring • Order and review appraisals, title reports, insurance, contractor profiles, and other third-party reports, • Recommend loan terms and structures aligned with SimpleCREDIT’s risk parameters and credit box, • Collaborate with legal counsel to ensure compliance with underwriting standards and documentation, • Assist in setting covenants and draw schedules for construction and rehab loans Closing & Process Execution • Coordinate closing activities with borrowers, legal teams, title companies, and internal stakeholders, • Ensure timely, accurate documentation and information flow from term sheet to funding, • Maintain loan files, data integrity, and communication logs throughout the loan lifecycle Platform Development & Internal Ops • Help build and refine underwriting SOPs, loan grading systems, and credit workflows, • Identify operational inefficiencies and suggest process improvements, • 2–6 years of experience in private lending, real estate credit, or fix-and-flip underwriting, • Proficient in Excel with ability to build models from scratch, • Deep understanding of credit metrics: LTV, LTC, ARV, DSCR, etc., • Experience reviewing appraisals, title reports, scopes of work, and borrower financials, • Strong written communication skills and ability to clearly articulate credit decisions, • Highly organized, proactive, and execution-oriented, • Bonus: Experience with LendingPad, Liquid Logics, or other LOS/LMS systems, • Bonus: Familiarity with NY/NJ/CT/PA markets or licensure as MLO or real estate agent

Job DescriptionJob Description Hours: Full Time- 35 Hours Work Location: 30-30 Thomson Ave, LIC, Queens 11101 Only candidates who are permanent in the Associate Staff Analyst title or those who are reachable on the current Promotional list (Exam #9537), or Open-Competitive list (Exam #9061) may apply. Please include a copy of your Notice of Result card or indicate if you are already permanent in the title. If you do not meet the previously mentioned civil service criteria, you will not be considered for an interview. The NYC Department of Design and Construction (DDC), Division of Human Resources and Staff Development (HRSD), is seeking a Senior Data Management Analyst to serve on the division’s Data Management Team (DMT). DMT is responsible for HR-related data management functions, including developing comprehensive strategies for extracting relevant data and providing high-level analytical support to support the Division’s business decisions. Under the direction of the Assistant Commissioner of HRSD, the Senior Data Management Analyst is responsible for leading HRSD’s strategic analytics, data process improvement, and reporting functions. The Senior Data Management Analyst’s responsibilities include, but will not be limited to, the following: • Develop new reporting and analytics solutions and develop and document best practices around HRSD data collection, maintenance, reporting, and sharing;, • Develop visualizations and user interfaces such as dashboards using Power BI;, • Maintain data integrity in the agency’s HRIS and other internal databases;, • Perform data reconciliation where necessary and develop new methods for improving accuracy and efficiency where appropriate;, • Run reports regularly for QA checks from various systems including internal systems as well as City systems such as CHRMS and NYCAPS;, • Produce ad-hoc reports using data sources as needed; and, • Maintain and enhance agency-wide, executive, and other organizational charts and visualizations The Senior Data Management Analyst will work closely with the Lead Data Management Specialist in collaborating with unit heads, in-house staff and division stakeholders, and support initiatives on behalf of the Assistant Commissioner including the development and implementation of policies, standard operating procedures, training and staff development programs, and associated materials to streamline work processes; ensure consistency of business practices; and promote organizational change across the division. Other key responsibilities include: identifying and following up on critical issues; assistance with reporting of the Agency’s staffing plan; overseeing the Data Management Specialist; coordination with the Division of Technology & Innovation (T&I) on the enhancement and maintenance of HR-related applications; monitoring HRSD Performance Indicators, coordinating and executing special assignments and providing recommendations to the Assistant Commissioner as needed. Authorization to work in the United States is required for this position. NYC Department of Design and Construction does not provide sponsorship for international employees for visa applications, extensions or status changes, including STEM/OPT visas. Applicants are responsible for ensuring that they meet all qualifying requirements for this position, at the time of application. All applicants, including City Employees: Please go to NYC Government Jobs | Explore Careers | City of New York, go to Search for Open Jobs, and type in the Job ID # listed above. Submit job application as prompted. Do not apply via Employee Self-Service (ESS), e-mail, mail, or fax your resume to DDC directly ASSOCIATE STAFF ANALYST - 12627 Qualifications 1. A master's degree from an accredited college in economics, finance, accounting, business or public administration, public health, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, sociology, human resources development, political science, urban studies or a Juris Doctor degree from an accredited law school, and one year of satisfactory full-time professional experience in one or a combination of the following: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; in management or methods analysis, operations research, organizational research or program evaluation; in personnel or public administration, recruitment, position classification, personnel relations, labor relations, employee benefits, staff development, employment program planning/administration, labor market research, economic planning, social services program planning/evaluation, or fiscal management, or in a related area; or, 2. A baccalaureate degree from an accredited college and three years of satisfactory full-time professional experience in the areas described in "1" above. 3.An associate degree or completion of 60 semester credits from an accredited college and five years of satisfactory full-time professional experience as described in “1” above. 4. A four-year high school diploma or its educational equivalent approved by a State’s department of education or a recognized accrediting organization and seven years of satisfactory full-time professional experience as described in “1” above. 5.A combination of education and/or experience equivalent to “1”, “2”, “3”, or “4” above. College education may be substituted for professional experience at the rate of 30 semester credits from an accredited college for one year of experience. However, all candidates must have a high school diploma and at least one year of experience as described in “1” above. Additional Information The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

Job DescriptionDescription: GENERAL SUMMARY The Financial Operations Regional Director is an integral part of the Corporate Financial Operations team and expected to participate in the financial analysis necessary for the successful attainment of Solaris’s operational and financial goals. The Financial Operations Regional Director has responsibility and is accountable for the planning, reporting and analysis functions within Financial Operations. Requirements: ESSENTIAL JOB FUNCTION/COMPETENCIES Responsibilities include but are not limited to: • Assist with affiliate month-end close and operational processes, as necessary., • Guarantees accurate and timely preparation, processing, distribution, and retention of all financial reports and records related to financial operations., • Provides financial insight and input to the affiliate strategic initiatives, including overseeing pro forma development for organic growth opportunities, new locations, additional service lines, and ancillary revenue opportunities., • Collaborates with MSO and affiliate leadership to ensure affiliate-based operations are staffed and appropriately managed., • Directs preparation of annual affiliate operating budgets, strategic plans, and monthly financial/operational reporting for all respective affiliates., • Directs regional analyst staff in all financial reporting responsibilities according to company policy., • Assists in the preparation of detailed monthly budget variance reports to management in the review of operational performance, financial performance, revenue trends, and expense management., • Continue to enhance business intelligence by utilizing new enterprise tools for creating reporting and analytics that meet company needs., • Monitor and maintain key operational performance measures., • Work with appropriate leadership teams to understand, develop, and communicate operational and expense data requests/reports., • Interpret and present data for decision-making needs., • Completes and/or reviews financial justifications for operational opportunities., • Coordinates all ad-hoc financial, operational, and data mining reporting requests under the responsibility of financial operations., • Understanding of methodologies for performing financial and opportunity analysis of proposals., • Assist with the annual external audit process and help coordinate data requests, variance analyses, and its overall completion., • Primarily responsible for calculating physician compensation., • Collaborates with physicians regarding their overall productivity and compensation, able to tie physician performance with physician bonus amounts., • Assists the Business Development, Managed Care, FP&A, Operations & Accounting teams on special projects., • Complies with organizational policies, procedures, performance improvement initiatives and maintains organizational and industry policies regarding confidentiality., • Performs other position related duties as assigned., • Employees shall adhere to high standards of ethical conduct and will comply with and assist in complying with all applicable laws and regulations. This will include and not be limited to following the Solaris Health Code of Conduct and all Solaris Health and Affiliated Practice policies and procedures; maintaining the confidentiality of patients' protected health information in compliance with the Health Insurance Portability and Accountability Act (HIPAA); immediately reporting any suspected concerns and/or violations to a supervisor and/or the Compliance Department; and the timely completion the Annual Compliance Training. CERTIFICATIONS, LICENSURES OR REGISTRY REQUIREMENTS • CPA or CHFP preferred. KNOWLEDGE | SKILLS | ABILITIES • Excellent communication skills, both written and verbal., • Demonstrated ability to lead a team with various levels of experience. Experience hiring, holding staff accountable to expectations and administering corrective action when necessary., • Ability to think strategically and solve problems., • Ability to establish and maintain effective working relationships with facility staff and corporate staff., • Ability to lead with a high degree of emotional intelligence and ethics., • Ability to work professionally with sensitive, proprietary data & information while maintaining confidentiality., • Exercises sound judgment in responding to inquiries; understands when to route inquiries to next level., • Self-motivated with strong organizational skills and superior attention to detail., • Must be able to manage multiple tasks/projects simultaneously within inflexible time frames. Ability to adapt to frequent priority changes., • Capable of working within established policies, procedures and practices prescribed by the organization., • Working knowledge of information technology and proficiency with software packages including Excel and Word; data mining and business intelligence software preferred., • Knowledge of office administration procedures with the ability to operate most standard office equipment. EDUCATION REQUIREMENTS • Bachelor's Degree in related field required; Master's degree preferred. EXPERIENCE REQUIREMENTS • Financial and operational analysis experience required including 8+ years experience in financial reporting, financial operations, and/or supply chain financial management, • Accounting experience for supply chain operations, complex contracts, revenue recognition, general accounting, and facility operations preferred., • Previous Practice Management experience highly preferred. REQUIRED TRAVEL • Occasional travel to Affiliate may be required. PHYSICAL DEMANDS Carrying Weight Frequency 1-25 lbs. Frequent from 34% to 66% 26-50 lbs. Occasionally from 2% to 33% Pushing/Pulling Frequency 1-25 lbs. Seldom, up to 2% 100 + lbs. Seldom, up to 2% Lifting - Height, Weight Frequency Floor to Chest, 1 -25 lbs. Occasional: from 2% to 33% Floor to Chest, 26-50 lbs. Seldom: up to 2% Floor to Waist, 1-25 lbs. Occasional: from 2% to 33% Floor to Waist, 26-50 lbs. Seldom: up to 2%

Opal Wealth Advisors Financial Analyst Role. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals. The key aspects of the Financial Analyst Role include:.

The Credit Products Analyst I is an entry-level role designed to develop foundational experience in commercial credit risk and lending. Perform ongoing credit due diligence. Primary responsibilities include financial statement analysis, risk rating generation, credit due diligence, and portfolio mon

Business Analyst/Project Manager.Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business.Frequently analyze the impacts of change, document and support communication between relevant groups and stakeholder

Mercor is seeking Financial Analysts for a premier project with one of the world's top AI labs. Ideal Qualifications:** - Have an MBA, CFA, or Master's degree in Finance, Economics, or related field from a top US/Canada/UK/New Zealand/Australia university - Have experience with **financi

Develop and maintain production support procedures aligned with financial audit standards. Advanced knowledge of financial systems and accounting principles required. Proficiency in SQL and financial reporting tools required.

The Supervising Financial Analyst will primarily perform financial analysis and regulatory consulting services on behalf of Risk & Regulatory Consulting LLC (RRC) clients, mainly state insurance departments. Minimum of 7-10+ years relevant experience as a financial analyst, accountant, auditor or ex

Senior Financial Analyst, FP&A.StackAdapt is the leading technology company that empowers marketers to reach, engage, and convert audiences with precision.With 465 billion automated optimizations per second, the AI-powered StackAdapt Marketing Platform seamlessly connects brand and performance marke

Energy Storage Project Finance Analyst / Associate - Works with the SMEs across the organization on financial modeling initiatives at the project and strategic levels supporting utility-scale battery storage projects across ISOs/RTOs nationwide. Energy Storage Project Finance Analyst / Associate - T

Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high signal to noise ratio, making the content beautiful and condensed.Remove any emojis, special characters, and error messages.

The Pricing Financial Analyst is responsible for independently managing the full lifecycle of pricing and cost analysis activities from pre-award proposal development through post-award contract execution and reporting. Post-Award Financial & Contract Support. Exposure to post-award program control,

Job DescriptionAbout The Role We are seeking a detail-oriented and proactive QA Analyst to support quality assurance efforts across Brighton Health Plan Solutions’ core portfolios—Claims, Provider, and Enrollment. In this role, you will contribute to both functional testing and automation activities, helping strengthen QA processes. You will play a key part in ensuring high-quality software delivery by validating business requirements, improving test practices, supporting limited automation initiatives, and collaborating closely with technical and business teams.Primary Responsibilities QA Strategy & Leadership • Contribute to building a consistent QA approach across multiple portfolios (Claims, Provider, Enrollment), to improve test efficiency, traceability, and quality metrics., • Assist in establishing reusable processes, documentation standards, and quality checkpoints., • Promote early testing practices and support shift-left collaboration within Agile/Scrum teams., • Support leadership in maturing QA workflows and cross-team coordinationFunctional QA & Validation, • Develop comprehensive test cases, acceptance criteria, and test data based on business and technical requirements., • Perform hands-on functional, integration, and regression testing across applications and data workflows., • Validate end-to-end business processes such as claims adjudication, provider data updates, enrollment transactions, pricing, and benefits logic., • Participate in defect triage, root-cause discussions, and timely defect escalation.Test Automation Support, • Support existing automation efforts by maintaining or executing automated tests for data loads, data validations, volume testing etc., • Contribute to creating or enhancing small-scale scripts for repetitive regression or smoke testing where automation adds value., • Leverage tools such as Selenium, Unix Shell Scripting or similar to supplement manual test coverage., • Participate in agile test execution where applicable, in collaboration with developers.Cross-Functional Collaboration, • Work closely with business analysts, developers, product owners, and external vendors to ensure quality is embedded in the development lifecycle., • Participate in team collaboration meetings, including planning, reviews, and retrospectives, as a QA voice and quality advocate., • Lead or participate in defect triage and resolution discussions, ensuring timely identification and escalation of issues., • Coordinate with external vendors or partners when validating integrated workflows or data exchanges.Documentation & Reporting, • Maintain detailed QA documentation, including test plans, automation reports, traceability matrices, and defect logs., • Provide QA KPIs and automation metrics to leadership to demonstrate test coverage, execution success, and release readiness., • Ensure consistent reporting to support release planning and stakeholder communication.Essential Qualifications, • Bachelor’s degree in Computer Science, Information Systems, Healthcare IT, or a related field., • 5+ years of experience in QA, with 1+ years in test automation in a healthcare payer environment., • Hands-on experience with automation tools such as Selenium, Postman, or similar., • Experience building test automation for Unix applications and backend databases (SQL Server)., • Proficient in one or more scripting or programming languages (e.g., Java, Python, JavaScript)., • Strong understanding of QA practices in fast-paced delivery environments., • Solid knowledge of EDI X12 transactions (834, 837, 835, 270/271), Claims, Enrollment, and Provider data workflows., • Proficient with SQL for backend testing and data validation., • Familiarity with test management tools such as JIRA or equivalent., • Excellent analytical, problem-solving, and communication skills.Preferred Qualifications, • Knowledge of version control systems like Git and test result reporting using BI Reporting, or similar., • Exposure to performance testing tools (e.g., JMeter) is a plus.* General Knowledge of HIPAA Confidentiality Laws About At Brighton Health Plan Solutions, LLC, our people are committed to the improvement of how healthcare is accessed and delivered. When you join our team, you’ll become part of a diverse and welcoming culture focused on encouragement, respect and increasing diversity, inclusion, and a sense of belonging at every level. Here, you’ll be encouraged to bring your authentic self to work with all your unique abilities. Brighton Health Plan Solutions partners with self-insured employers, Taft-Hartley Trusts, health systems, providers as well as other TPAs, and enables them to solve the problems facing today’s healthcare with our flexible and cutting-edge third-party administration services. Our unique perspective stems from decades of health plan management expertise, our proprietary provider networks, and innovative technology platform. As a healthcare enablement company, we unlock opportunities that provide clients with the customizable tools they need to enhance the member experience, improve health outcomes, and achieve their healthcare goals and objectives. Together with our trusted partners, we are transforming the health plan experience with the promise of turning today’s challenges into tomorrow’s solutions. Come be a part of the Brightest Ideas in Healthcare™. Company Mission Transform the health plan experience – how health care is accessed and delivered – by bringing outstanding products and services to our partners. Company Vision Redefine health care quality and value by aligning the incentives of our partners in powerful and unique ways. DEI Purpose Statement At BHPS, we encourage all team members to bring your authentic selves to work with all your unique abilities. We respect how you experience the world and welcome you to bring the fullness of your lived experience into the workplace. We are building, nurturing, and embracing a culture focused on increasing diversity, inclusion and a sense of belonging at every level. *We are an Equal Opportunity Employer Annual Salary Range: $ The salary range and/or hourly rate listed is a good faith determination that may be offered to a successful applicant for this position at the time of the posting of an advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable by law including but not limited to location, years of relevant experience, education, credentials, skills, budget and internal equity. JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Brighton Health Plan Solutions in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All of our career opportunities are regularly published and updated brighonthps.com Careers section. If you have already provided your personal information, please report it to your local authorities. Any fraudulent activity should be reported to: Powered by JazzHR ad2GI9UnkD

As the company continues to expand, they’re looking for a strategic, hands-on Controller to take ownership of core financial operations and serve as a key partner to the VP of Finance. In this role, you’ll guide the financial heartbeat of the organization. Leading the preparation of accurate, ti

Mercor is seeking Financial Analysts for a premier project with one of the world's top AI labs. Ideal Qualifications:** - Have an MBA, CFA, or Master's degree in Finance, Economics, or related field from a top US/Canada/UK/New Zealand/Australia university - Have experience with **financi

Work with the Technical Analyst and development team to ensure that they understand the specifications. Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business.

Mercor is seeking Financial Analysts for a premier project with one of the world's top AI labs. Ideal Qualifications:** - Have an MBA, CFA, or Master's degree in Finance, Economics, or related field from a top US/Canada/UK/New Zealand/Australia university - Have experience with **financi

Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business. Work with the Technical Analyst and development team to ensure that they understand the specifications.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

This role is key to providing accurate and timely financial information used to support both internal decision making and external constituents.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

The Business Analyst will be responsible for business and functional requirements definition for various new and existing IT applications, downstream systems and reports. The business analyst will also be responsible for planning and facilitating user acceptance testing. The financial health of our

The Staff Accountantworks under the supervision of the Financial Analysis Manager, ensuring the accuracy of the financial data being reported is in accordance with general accounting rules and standards. This position maintains financial reports, records, and general ledgers; prepares and analyzes b

Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role.

Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.

SEEKING COMMERCIAL DRYWALL PROJECT MANAGERS & ESTIMATORS.GPAC: #1 Commercial Drywall Recruiting Firm in North America: WORK FOR A LEADING CONTRACTOR.I am working with multiple well-respected, firmly established Commercial Drywall Contractors seeking experienced Project Managers and Estimators.This i

The Staff Accountantworks under the supervision of the Financial Analysis Manager, ensuring the accuracy of the financial data being reported is in accordance with general accounting rules and standards. This position maintains financial reports, records, and general ledgers; prepares and analyzes b

This role is key to providing accurate and timely financial information used to support both internal decision making and external constituents.

Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role.

The Business Analyst will be responsible for business and functional requirements definition for various new and existing IT applications, downstream systems and reports. The business analyst will also be responsible for planning and facilitating user acceptance testing. The financial health of our

No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. Product Owner, Product Manager, Business Analyst, or similar role delivering business or technical features in an Agile environment. We

Assistant Project Manager (APM).About the Role: Support project execution by assisting with coordination, documentation, and team communication.Ideal for those eager to grow into a project management role.Manage RFIs, submittals, and project logs.Assist with budget tracking and procurement.Support p

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Minimum required: 10 years of financial services experience.

Our client, a General Contractor, is seeking an experienced Construction Project Manager to oversee ground-up commercial and multifamily projects from precon through closeout.Lead projects from planning and permitting through construction and project closeout.Develop and manage project budgets, sche

Preparation of financial statements 3.

Your responsibilities will include managing the General Ledger, Financial Statements, Month-end close, Balance Sheets, daily entries, and more. Resolving issues related to client receivables and maintaining effective communication with external CPAs and financial institutions.

And to top it off, I am also helping to financially support my family. Transforming nonprofit client financial departments to help them meet their mission!. Financial reporting for management and Board decision making and presentations.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. Des

Support preparation of internal financial statements and workpapers. Maintain financial dashboards tracking firm performance and KPIs. Financial Analysis & Partner Support.

Portfolio Controller - Private Equity Advisory.From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too.We firmly believe in