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Financial planning assistant jobs in New York, New YorkCreate job alerts

  • Patient Care Coordinator
    Patient Care Coordinator
    4 days ago
    $20 hourly
    Full-time
    Melrose, The Bronx

    Health Plus Management (HPM) is a Physician Support Organization and market leader in clinical practice management in the physical medicine and rehabilitation market with 50+ locations serving Long Island, NYC, Westchester, Upstate NY, NJ and Connecticut. HPM provides independent physician practices specializing in musculoskeletal care with professional business development, marketing and back-office support typically seen in much larger organizations, thereby enabling clients to start and/or grow their private practice beyond what might otherwise be feasible (while maximizing clinical service and patient care). Health Plus Management is seeking an energetic, patient-centric and detail-oriented Patient Care Coordinator to be the liaison between our physicians and patients. The Patient Care Coordinator will welcome patients and provide them the best customer service throughout their visits. In this role, the Patient Care Coordinator will educate our patients on their specific plans and respond to all inquiries with compassion. Please apply directly on our website: Responsibilities • Provide outstanding customer service to every patient, • Coordinate patient visits to ensure proper progress of treatment plans, • Educate our patients on treatment plans, practice policies, financial responsibility, etc., • Schedule the treatment plan of the physicians with the patient, • Track referrals and treatment plans with patient, • Assist patients to set goals and identify the problem(s) when patients are not meeting their goals, • Assist patients with completion of paperwork when necessary, • Respond to patient inquires in a compassionate and timely manner, • Process medical insurance information, verifying patient eligibility and addressing any patient questions about insurance (liaise with Billing department as appropriate), • Ensure the compliance of treatment plans created by the physicians, • Responsible for maintaining confidentiality of personal information (HIPAA compliant), • Ensure all patient information (demographics, insurance information, etc.) are in the system for follow-up and reporting, • Provide advocacy, information, and referral services to patients, • Act as a back-up to other team members as needed, • Other duties as assigned Knowledge and Experience • 1+ years of relevant medical experience, preferred, • Knowledge of medical terminology & procedures, and the ability to intelligently and confidently converse with patients and is preferred, • Knowledge of EMR system(s), • Strong computer knowledge and windows program including Microsoft word/excel Skills and Abilities • Bilingual (English/Spanish) required, • Excellent verbal and written communication, • Ensuring a great patient experience by delivering outstanding customer service, • Relaying a sense of compassion to our patients, • Exceptional organizational and time-managements skills - the ability to multi-task is a must, • Adaptability and flexibility while working in a fast-paced environment, • Problem-solving ability and aptitude, • Outcome-focused, with an ability to work under pressure, • A solution-oriented mindset and a willingness to 'get your hands dirty', • A strong sense of urgency and focus in accomplishing tasks Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer., • Must be able to lift up to 25 pounds at times. Schedule: Full-Time Pay: $20/hour

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  • Project Officer (Engineer)
    Project Officer (Engineer)
    7 days ago
    $95000–$110000 yearly
    Full-time
    Manhattan, New York

    About Us: MP Engineers (MP) is a multi-disciplinary AECM firm with offices in New York, New Jersey and Maryland. Our firm has over 100 professionals well versed in surface transportation, rail, aviation, facilities, and infrastructure. Our capabilities lie in our talented staff of designers, planners, modelers, managers and inspectors, who collectively strive to satisfy our clients. Come join our growing firm. Summary of Position: The Project Officer II will oversee and manage complex construction projects within the Construction Management and Construction Inspection division. This role involves advanced project coordination, detailed monitoring, and ensuring projects meet quality, timeline, and budgetary requirements. Responsibilities: • Develop and implement detailed project plans for complex construction projects., • Oversee and coordinate project activities, ensuring all phases are properly documented., • Monitor and report on project progress, identifying and addressing any issues., • Ensure compliance with all project specifications, safety regulations, and quality standards., • Liaise with project stakeholders, including contractors, engineers, and clients., • Manage project budgets and track expenditures to ensure cost-effectiveness., • Prepare and review project proposals, bids, and contracts., • Conduct risk management and develop mitigation strategies., • Maintain comprehensive and organized project documentation., • Provide leadership and support to junior project staff. Duties: • Schedule and conduct project meetings, site visits, and inspections., • Track project timelines and milestones, ensuring timely completion., • Prepare and review project documentation, including reports, proposals, and presentations., • Communicate project updates and changes to stakeholders in a timely manner., • Maintain accurate project files and records for future reference., • Prepare and manage project budgets, ensuring financial targets are met., • Ensure compliance with health and safety regulations on all project sites., • Support the procurement of project materials and services., • Resolve complex project-related issues and conflicts., • Assist in project closeout activities and conduct final inspections. Minimum Qualifications: • Bachelor’s degree in Construction Management, Civil Engineering, or a related field., • Minimum of [5] years of experience in managing complex construction projects., • Strong knowledge of construction methods, materials, and legal regulations., • Proficiency in project management software and Microsoft Office Suite., • Exceptional organizational and multitasking skills., • Excellent communication and interpersonal skills., • Attention to detail and ability to document project activities accurately., • Proven ability to work independently and lead project teams., • Willingness to travel to project sites as required., • Advanced understanding of project management principles and methodologies., • Certification in Project Management (PMP or similar) is preferred. Experience Required: Bachelor’s degree in Mechanical, Electrical, or Building Services Engineering. 5–10 years of experience in MEP design and construction (preferably in building, infrastructure, or transit projects). Key Skills: Develop and review MEP design drawings and specifications for HVAC, plumbing, fire protection, and electrical systems.

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  • Assistant Manager
    Assistant Manager
    20 days ago
    Full-time
    Wayne

    At Johnston & Murphy we believe that attributes are as important as experience and that who you are is as important as what you know. We believe that it’s the intangibles that make people and organizations special. Towards that end we have created a culture around an attributes based people model called P.R.I.D.E. Pay Range: $45,000 per year (Includes base pay & personal commissions) Key Responsibilities of an Assistant Manager Passion – Personally dedicated to being the best; conveys enthusiasm for the organization with a “can do” attitude; never gives up. Consistently meet deadlines Use J&M sales tools to implement and obtain sales objectives Utilize all available resources to improve performance and to further educate yourself and your sales team Represents the Brand – Acts as an ambassador for the brand to the outside world; creates a store environment representative of a premium brand; adheres to an appropriate and effective set of core values. Effectively Network and Recruit Assist in interviewing and hiring personnel using the PRIDE model Assist in the implementation of visual guidelines, window changes and maintaining store appearance Adhere to personal presentation guidelines Consistently deliver World Class Service and use proper phone etiquette Interpersonal Skills – Effective communicator within the organization; builds lasting and productive relationships with co-workers. Build lasting and productive relationships within the organization Assist in the implementation, utilizing and certifying the team in all training programs Effective communication skills Assist in coaching and counseling performance to achieve company standards Assist in the implementation and adherence to all company policies and procedures Assist in the creation and administering PRIDE Performance Plans and Evaluations Delivers Results – Achieves financial goals; manages profitability through personal and team performance; executes company priorities. Meet and exceed sales plans, both store and personal Meet and exceed sales metrics, both store and personal Assist in protecting company assets including accurate inventory and cash management Assist in the creation and maintaining of weekly work schedules to utilize talent and maximize sales Edge – Can effectively initiate and manage change; makes good decisions based on analysis and knowledge; conveys sense of urgency and moves issues to closure. Ability to: Assist in managing ALL performance, from exceptional to deficient Identify trends through shopping the competition and other trend resources Effectively use all merchandise reports to assist in analyzing, identifying and communicating merchandising needs to maximize your business Partner with HR to move issues to closure Interpersonal Skills – Effective communicator within the organization; builds lasting and productive relationships with co-workers. Build lasting and productive relationships within the organization Assist in the implementation, utilizing and certifying the team in all training programs Effective communication skills Assist in coaching and counseling performance to achieve company standards Assist in the implementation and adherence to all company policies and procedures Assist in the creation and administering PRIDE Performance Plans and Evaluations Delivers Results – Achieves financial goals; manages profitability through personal and team performance; executes company priorities. Meet and exceed sales plans, both store and personal Meet and exceed sales metrics, both store and personal Assist in protecting company assets including accurate inventory and cash management Assist in the creation and maintaining of weekly work schedules to utilize talent and maximize sales Edge – Can effectively initiate and manage change; makes good decisions based on analysis and knowledge; conveys sense of urgency and moves issues to closure. Ability to: Assist in managing ALL performance, from exceptional to deficient Identify trends through shopping the competition and other trend resources Effectively use all merchandise reports to assist in analyzing, identifying and communicating merchandising needs to maximize your business Partner with HR to move issues to closure Job Requirements Prior management experience in retail environment preferred. Ability to multi-task in a fast-paced environment. Excellent interpersonal and customer service skills. Effective communication skills. Professional appearance. Willingness to learn. Stable prior employment history. Physical demands: this position involves constant moving, talking, listening, reaching, stooping, kneeling, crouching, standing for long periods of time, walking, using hands to operate controls and climbing ladders in a safe manner. In addition, the ability to lift at least 40 lbs. The successful candidate will work a retail schedule, including evenings, weekends, and holidays as required. The candidate must adapt quickly to the competitive environment of retail sales Job Type: Full-time Pay: $45,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Paid time off Retirement plan Vision insurance Work Location: In person

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  • Financial Controller
    Financial Controller
    1 month ago
    $75000–$85000 yearly
    Full-time
    Mid Island, Staten Island

    CONTROLLER Full-Time, Staten Island, New York WHO WE ARE Snug Harbor is an expansive culture park on Staten Island where arts, nature, education, and history converge to offer dynamic programming, events, and festivals to our diverse community. Located less than 1.5 miles from the Staten Island Ferry and easily accessible by public transportation, Snug Harbor welcomes nearly 500,000 visitors each year. Visitors can explore multiple museums, performances, festivals, a farm, and 83 acres of gardens, parkland, woodland, and wetlands. Founded in 1976 as a nonprofit organization, Snug Harbor is one of the largest adaptive reuse projects in America, transforming a 19th-century charitable rest home for sailors into a vibrant hub of contemporary culture and community connection. Today, Snug Harbor’s mission is dedicated to creating a vibrant culture park in Staten Island offering arts, nature, history, education and events for all. THE POSITION The Controller will oversee all day-to-day accounting operations and ensure accurate financial reporting for Snug Harbor. This role manages two key team members: • Accounting & Purchasing Specialist – responsible for payables, procurement, and basic bookkeeping tasks., • Accounting & Revenue Systems Specialist – responsible for revenue-related accounting and managing revenue systems such as ticketing platforms, CRMs, and space rental SaaS systems. The Controller will maintain strong internal controls, ensure compliance with nonprofit accounting standards, and support strategic financial initiatives. The Controller serves as a member of the Snug Harbor Senior Staff, attends Senior Staff meetings, and participates in collaborative strategic initiative work as assigned. The Controller may serve as a project manager on strategic initiatives as required. The Controller reports to the Chief Financial Officer. RESPONSIBILITIES Financial Oversight • Manage daily accounting operations through general ledger, including month-end close procedures and reconciliations., • Review biweekly payroll and related journal entries., • Ensure compliance with GAAP and nonprofit accounting standards. Team Leadership • Train, supervise and mentor the Accounting Specialists., • Delegate effectively and ensure timely completion of tasks. Accounts Payable & Procurement • Oversee processing of vendor invoices, purchase orders, and expense reports., • Ensure adherence to procurement policies and approval workflows., • Track payables and maintain schedules of uncleared transactions., • Supervise quarterly sales tax filings and related issues. Revenue & Systems Management • Oversee timely revenue recognition and reconciliation for ticketing, space rentals, and other earned income streams., • Ensure accuracy and integrity of data in ticketing systems, CRMs, and rental management platforms., • Maintain receivables tracking and follow-up procedures. Cash Management / Banking • Work with CFO to ensure cash flow to support operations and lead strategic initiatives as required., • Monitor bank account activity and report any unknown transactions or unexpected activity to the CFO., • Track bank balances against outstanding payables and incoming funds., • Review monthly bank reconciliations and ensure that unreconciled transactions are addressed., • Review bi-weekly check run before it’s presented to the CFO and President for approval., • Provide supervisory communication with the bank as necessary and coordinate administrative functions related to bank accounts, such as signature cards. Financial Reporting • Prepare quarterly reports for review by department heads, meet to discuss variances and ensure that adjustments are made within the close period., • Assist CFO with grants tracking and oversee payment substantiation for grant reporting by Accounting & Purchasing Specialist as requested., • Support CFO or President with budgets, forecasts, Board reporting and audit preparation as assigned. Internal Controls & Compliance • Maintain strong internal controls and safeguard organizational assets., • Ensure compliance with grant reporting requirements and restricted fund tracking. Risk Management • Oversee the corporate insurance renewal process, analyze existing policies with outside broker, and recommend changes to enhance coverage and reduce costs., • Lead negotiations with insurance carriers and brokers to secure optimal coverage terms and pricing for the organization., • Manage the claims process and ensure timely and fair claim resolution. Process Improvement • Identify opportunities to streamline accounting processes and optimize system integrations. QUALIFCATIONS • Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)., • Minimum 5 years of progressive accounting experience, including supervisory responsibilities., • Nonprofit accounting experience strongly preferred., • Proficiency with accounting software (e.g., QuickBooks, Sage Intacct) and familiarity with ticketing/CRM systems., • Strong analytical, organizational, and communication skills. SALARY AND BENEFITS Annual salary is commensurate with experience, at a range of $75,000.00 to $85,000.00. Snug Harbor offers a generous vacation/holiday schedule and participation in the Cultural Institutions Retirement System pension plan. TO APPLY Qualified candidates should complete the employee application form Snug Harbor celebrates and commits to fostering diversity, equity and inclusion. We value and seek the strengths of human variety across communities, in programming, with staff, the Board of Directors, volunteers, artists and visitors. Snug Harbor strives to build a culture of diversity of voice and representation, authentically inclusive spaces and equity for all. Snug Harbor is an Equal Opportunity Employer, committed to the treatment of all employees and applicants for employment without unlawful discrimination as to race, creed, color, national origin, sex, age, disability, marital status, sexual orientation or citizenship status in all employment decisions, including but not limited to recruitment, hiring, compensation, training and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.

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  • Tax Manager
    Tax Manager
    2 months ago
    $130000–$160000 yearly
    Full-time
    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.

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