JOB TODAY logo

Financial management consultant jobs in New York, New YorkCrear alertas

Are you a business? Hire financial management consultant candidates in New York, NY

  • Front Desk Receptionist
    Front Desk Receptionist
    hace 4 horas
    Jornada completa
    Manhattan, New York

    About the Role We’re seeking a polished, detail-oriented Front Desk Receptionist to support a fast-paced medical/aesthetic practice. You’ll be the first point of contact for patients, responsible for a high-end patient experience, accurate check-in/check-out, scheduling, phone handling, and clean payment/ledger documentation. This role requires professionalism, urgency, and strong organization. Key Responsibilities Front Desk Operations (Opening/Closing) Open/close the clinic consistently: lobby readiness, restocking, sanitizing high-touch areas, equipment/phone check End-of-day closeout: secure PHI, lock up, power down, ensure lobby reset and doors secured Patient Check-In / Check-Out Greet patients warmly and verify identity (ID/insurance card when applicable) Confirm demographics (name spelling, address, phone/email, preferred language) Check patient ledger for balances and collect payments prior to rooming when required Provide receipts and confirm aftercare printouts / next appointment details (as applicable) Scheduling & Confirmation Schedule consultations, follow-ups, treatments, and post-ops per clinic standards Perform appointment confirmations (calls/texts) and update statuses (confirmed/unconfirmed/rescheduled/cancelled) Monitor gaps/overbooks and flag same-day risks (cancels, reschedules, repeat no-shows) Phones & Call Routing Answer calls promptly with a warm, professional tone Route calls appropriately (clinical urgency, post-op concerns, pricing/booking, general scheduling) Document call outcomes and next steps in CRM/EMR as required Payments, Deposits, Receipts Collect and post payments accurately (Weave/terminal/Zelle) into Nextech Apply payments to the correct invoice/charge and scan/upload receipts to the chart Follow refund escalation policy—front desk does not promise refunds/timelines unless authorized Patient Experience & De-escalation Offer hospitality (water/coffee), give wait-time updates every 10–15 minutes Maintain HIPAA discretion at the desk and on calls De-escalate upset patients calmly and escalate to leadership when needed; document objective facts Daily Reporting (must be comfortable with numbers) Begin-of-Day report (by ~10:30am): consult totals, confirmed/unconfirmed, patients with balances due End-of-Day report: tomorrow’s consult readiness + today’s consult outcomes and financial snapshot (collected totals, balance collections, notes) Requirements 2+ year experience in medical/dental/aesthetic front desk (preferred, not required if strong fit) Strong communication, professionalism, and customer service mindset Accurate data entry + comfort handling payments and sensitive information (HIPAA) Ability to multitask in a busy environment and follow SOPs closely Tech comfortable: EMR/CRM + phones/texting systems(Nextech/Weave experience is a plus) Preferred Qualifications Bilingual Spanish (highly preferred) Experience with consult-driven practices (plastics, med spa, dermatology, dental) Proven consistency with confirmations, collections, and documentation Benefits Health insurance / PTO / sick time Employee discounts on services/products Growth path: Senior Front Desk / Lead Front Desk / Front Desk Manager Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees. Job Types: Full-time, Contract Pay: $24.00 - $32.00 per hour Benefits: 401(k) Dental insurance Employee discount Flexible schedule Health insurance Paid time off Vision insurance Experience: Front desk: 2 years (Required) Ability to Commute: New York, NY 10036 (Preferred) Ability to Relocate: New York, NY 10036: Relocate before starting work (Preferred) Work Location: In person

    Inscripción fácil
  • Customer Service Advisor
    Customer Service Advisor
    hace 3 días
    $28–$35 por hora
    Jornada completa
    Long Island City, Queens

    Benefits Include: Parental leave 401(k) Health insurance Paid time off Employee discount Dental insurance Full job description We are looking for a service coordinator/dispatcher to work during the evening and night shifts with computer, customer service and administrative experience . This person must also be punctual and reliable on a daily basis. In addition, we ask that you submit a list of references from past supervisors. You will not be considered for this position if you do not submit your references. JOB RESPONSIBILITIES Receive emergency and non-emergency calls and record significant information Address problems and requests by transmitting information or providing solutions Receive and dispatch orders for products or deliveries Prioritize calls according to urgency and importance Use phone or computer to send field employees to appropriate locations Monitor the route and status of field units to coordinate and prioritize their schedule Provide field units with information about their jobs and requirements Enter data in the computer system and maintain logs and records of calls, activities, and other information We are looking for a reliable Dispatcher to act as a communication point for emergency and non-emergency calls. You will receive requests, transmit messages, and track vehicles. The ideal candidate must be primarily an excellent communicator and able to remain calm and composed, especially in emergency situations. You must be able to multi-task as well as take the appropriate action with little supervision. The goal is to enable different parties to communicate well by ensuring the accurate and timely transmission of information. Requirements Proven experience as dispatcher or relevant position 2-3 Years Dispatching Experience in Service Industry is a MUST (Elevator, Electric, Plumbing, etc) Full-time availability Strong knowledge of Manhattan and Tri-State Area Ability to take direction from management and work as a member of the team General knowledge of Google Applications (Sheets, Docs, Drive) A broad range of clerical skills ex. filing, faxing, preparing correspondence, etc. Ability to work under pressure and multitask Fast typing with experience in data entry Knowledge of procedures and guideline for emergency situations Proficient in English (oral and written) Outstanding organizational and multitasking abilities Active listener with excellent communication skills Sound judgment and critical thinking High school diploma Administrative Duties: Scheduling Answering and routing phone calls Financial Duties: Payroll Benefit Conditions: Waiting period may apply Only full-time employees eligible This Company Describes Its Culture as: Outcome-oriented -- results-focused with strong performance culture Team-oriented -- cooperative and collaborative Ergonomic Workspace: Yes This Job Is: A job for which all ages, including older job seekers, are encouraged to apply Open to applicants who do not have a college diploma Work Remotely No Job Type: Full-time Pay: $45,000.00 - $60,000.00 per year Benefits: 401(k) Dental insurance Employee discount Health insurance Paid time off Parental leave Schedule: Evening shift Holidays Monday to Friday Night shift On call Overtime Weekends as needed

    Inscripción fácil
  • Mortgage Advisor
    Mortgage Advisor
    hace 15 días
    Jornada completa
    Montvale

    About Fortress Mortgage Advisors At Fortress Mortgage Advisors, we’re redefining mortgage banking for true professionals. We believe in empowering our Advisors — not constraining them with bureaucracy, limited products, or phantom P&L promises. Our culture is built on collaboration, mentorship, and execution. We are a results-driven, client-centric team of experienced professionals united by one mission: to make every Advisor the trusted authority in their market. If you’re tired of being an island, chasing “99-cent dollars,” or fighting corporate red tape — Fortress offers a smarter path forward. What You’ll Do As a Mortgage Advisor, you’ll play a key role in helping clients achieve financial success through homeownership and strategic real estate financing. You’ll have the tools, support, and platform to grow your business and reputation as a market authority. Your responsibilities will include: • Consult with clients, realtors, and financial professionals to identify optimal mortgage solutions., • Manage the full loan process from application through closing, ensuring accuracy, compliance, and client satisfaction., • Leverage Fortress’s true secondary market execution to deliver competitive pricing and flexible product options., • Develop and maintain strong referral relationships with CPAs, attorneys, financial advisors, and real estate professionals., • Collaborate with a team of experienced professionals who share your commitment to excellence and growth., • Participate in ongoing mentorship, education, and career development programs. What Sets Fortress Apart • True Secondary Market Platform: Best-execution pricing without the net-branch illusion., • Elite Mentorship & Career Growth: Guidance from seasoned mortgage professionals committed to your long-term success., • Cutting-Edge Technology & Marketing: CRM, analytics, and marketing tools that streamline your workflow and strengthen your relationships., • High-Quality Deal Flow: Access to established referral pipelines, exclusive partnership programs, and private mortgage banking initiatives., • Freedom & Flexibility: Operate with autonomy while benefiting from team collaboration and shared resources. Who We’re Looking For • We seek ambitious, professional Mortgage Advisors who:, • Have 2+ years of mortgage origination or financial services experience (preferred, not required)., • Thrive in a client-first, results-driven environment., • Are self-motivated, ethical, and committed to building lasting relationships., • Value mentorship, collaboration, and continuous learning., • Want to become recognized market authorities — not just rate-quoters or MSA chasers. Compensation & Benefits • Competitive, transparent commission structure with high earning potential., • Access to shared marketing, technology, and operational support., • Education and mentorship programs for personal and professional growth., • Opportunities for leadership and advancement within the Fortress network. Join Fortress — Where Professionals Grow and Succeed If you’re ready to elevate your career and align with a team that values expertise, collaboration, and execution — let’s talk.

    Sin experiencia
    Inscripción fácil
  • Tax Manager
    Tax Manager
    hace 1 mes
    $130000–$160000 anual
    Jornada completa
    Edison

    We are seeking an experienced Tax Manager to enhance our growing Tax department with strong tax and accounting expertise. This role involves reviewing Federal and state tax returns, managing staff, and focusing on real estate industry tax matters. Key Responsibilities: • Review partnership tax returns, S corporations, and high net-worth individual tax returns., • Manage and coordinate tax compliance, consulting engagements, and related projects., • Analyze partnership agreements and financial statements for accurate income, deductions, and allocations., • Research and implement complex partnership tax issues, including capital account maintenance and allocation methodologies., • Assist with tax planning and structuring for real estate transactions, including 1031 exchanges and qualified opportunity zones., • Stay updated on tax issues, new legislation, and trends to provide proactive client service., • Build relationships with clients to offer exceptional planning and consulting expertise., • Supervise, train, and develop staff while managing team resources and engagement workflow., • Improve processes by implementing best practices. Requirements: • Bachelor’s Degree in Accounting or equivalent field., • CPA, JD, or EA license., • 8+ years of experience in reviewing complex tax returns., • Experience with real estate-specific tax topics, including partnership taxation, 1031 exchanges, and real estate depreciation methods., • Proficiency in tax accounting, tax compliance, and various tax returns., • Preferable knowledge of QuickBooks., • Experience in supervising, managing teams, and mentoring staff., • Exceptional collaboration, communication, analytical skills, problem-solving abilities, and deadline commitment., • Strong alignment with our core values of Honesty and Candor, Continual Learning, Innovation, Mentorship, Leadership, Team Player, and Client Commitment. The position offers a flexible salary of 150K and is a hybrid role located in New York City and Central NJ.

    Inscripción fácil
  • Field Sales Representative (Fulfilling Career)
    Field Sales Representative (Fulfilling Career)
    hace 1 mes
    $4000 mensual
    Jornada completa
    Manhattan, New York

    ~~~THIS JOB IS A SALARY POSITON +COMMISSION~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Requirement: 1 year outside sales experience 1 year experience working in a restaurant Compensation: Large Upfront Commissions Bonus Structure Salary: $4,000/mo Commission : • The maximum profitability bonus is $3,000 in commission per merchant location., • 10 month payout and includes a $1,500 up-front payment., • This depends on the accounts profitability. Benefits: • Profit Sharing, • Travel reimbursement Schedule: Monday-Friday Supplemental pay types: • Bonus opportunities, • Commission pay, • Signing bonus

    Sin experiencia
    Inscripción fácil