307 Best financial specialist Jobs in New York, NY (April 2025)

Help families find the help they need! JOB IS IN QUEENS - REMOTE AND ON THE FEILD Work with families and navigate the Medicaid system with them. Help them find housing, mental health services, occupational health services, and all other New York programs. This job is partly remote and partly on the field. You'll be going to families' homes and speaking with them about what services they may need, helping them find those services, and helping refer them over too! Job duties: - Complete initial and annual comprehensive assessment of medical, behavioral health, and social service needs for the assigned health home enrollees. - Provide disease-specific education and information regarding community resources. - Collaborate with a variety of community providers and resources to obtain needed services and support, utilizing community and family resources to create a sustainable support system. - Request and coordinate team and patient meetings as needed or requested by patient/family and/or team and/or escalate care management when medical assessment is needed. - Ensure that diagnostic, post-hospitalization, and specialty referrals have been executed and that results received and acted upon as needed. - Document plan of care, patient utilization, activities, and other required information with the State and EMR. - Monitor assigned enrollees' utilization of services, ensuring care is accessible, attended, and effective. - Provide regular data to the team on patient compliance and strategies to improve patient compliance. - Participate in on-call activities as directed/scheduled by the Program Coordinator. - Participate in regularly scheduled team meetings as prescribed by the practice's policy. - Participate in cultural competency events and training appropriate to job duties. - Frequent non-medical management coaching, education, follow-up visits, and phone calls to patients to monitor progress and identify new barriers or concerns. - Assisting with financial or other social issues that may provide barriers to patient compliance - Providing education/guidance to patients and family on tools to manage chronic illnesses, developing individual and web-based tools and resources to improve compliance. - Identifying and connecting patients with community resources to assist with improving compliance with treatment protocols and social issues (e.g. legal aid). - Accurately and timely document all interventions into prescribed electronic medical record systems to ensure timely reimbursement in compliance with New York State Health Home regulations and Patient-centered medical home regulations. - Participate in patient/outpatient care training regarding the care management strategies for difficult-to-manage patients, and educate office staff on patient or office system issues, including communicating patient care inconsistencies between the primary care physician and referring specialists. Job Qualifications - The Health Home Care Manager must have a BA and a minimum of 2 years of relevant experience in Human Care Services. - Excellent communication and team skills, including the ability to form strong collaborative interdisciplinary partnerships across care settings. - Sound computer knowledge and skills, including an aptitude for using health information technology to guide activities. - Ability to work independently and meet deadlines. Creativity and strong organizational skills. - Valid NYS driver's license including access to reliable transportation that enables fulfillment of the position's travel requirements

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Funding solutions

Inside Sales Specialist

25 days ago

$75000–$350000 yearly

Full-time

Manhattan, New York

If interested contact tony directly at See below for what we offer/require for said applicants! This is a commission based postion! In the office not remote! You have to come in the office! 85% of our inside sales specialists earn 10k+ per month in commissions in our new 12,000 sqf mid town office! Experience is welcome but not needed we will train you to be the industries best! If you want to make 100k+ on the annual basis consistently and have the confidence, motivation and determination i look forward to hearing from you! Cap funding is a rapidly growing financial marketplace that provides short, medium, and long-term capital solutions for small businesses across the country. We have recently been recognized as one of the fastest-growing companies in america in 2022 by inc 5000. Our team is seeking an inside sales representative to join us in driving sales floor growth and contributing to the overall expansion of the company. The position offers aggressive commissions and performance based bonuses! The earning potential for the first year is a minimum of $100k, and it can increase to $125k-$250k in the second year. This role involves working with warm leads; no cold calling is required, and there is no weekend work. Remote work is not available, and the candidate must commute to the office. We offer an aggressive commission structure, high renewal commissions for residual income and opportunities for substantial growth. The selected candidate will receive extensive hands-on training, and promotion from within the company is encouraged. Our work environment is high-energy, entrepreneurial, and collaborative. This is a full-time position with an earning potential of $150,000.00 +++ /year. Remote work not available. Must commute to the office. Benefits & incentives: · aggressive commission structure · high renewal commissions for residual income · opportunity for substantial growth · extensive hands-on training · promote from within · high energy, entrepreneurial, and collaborative work environment · job type: full-time earning potential $150,000.00 +++ /year we offer a very aggressive commission structure along with the ability for our inside sales reps to build a book of business and earn residual income month over month through high renewal commissions. Average inside sales reps will have the ability to make $100,000+ in their first year. Qualifications customer satisfaction and customer service skills account management and lead generation skills excellent communication skills strong organizational and time management skills ability to build and maintain client relationships experience in the financial industry is a plus bachelor's degree in business, finance, or related field responsibilities analyze customer financial needs and provide tailored funding solutions. Process loan applications and ensure compliance with banking regulations. Maintain accurate records of transactions and customer interactions. Collaborate with clients to build strong relationships and enhance customer satisfaction. Utilize financial software to manage accounts and generate reports efficiently. Demonstrate effective time management while handling multiple client accounts. Job type: full-time pay: $75,000.00 - $350,000.00 per year

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Icahn School of Medicine at Mount Sinai

Grants & Contracts Specialist

The Grants & Contracts Specialist provides technical assistance and guidance in the preparation, submission, processing, and management of research grants and contract proposals, awards, and agreements for researchers within the institution/department. Also, assures that the administration of sponsored programs related to research complies with federal, state and private agency rules and regulations. Duties and Responsibilities: 1. Assists with pre-award budget development, post-award monitoring, sub-contract management, and grant closeout procedures. 2. Acts as a liaison with departmental administrators, faculty, funding agencies (federal, state, local and non-profit organizations) the Grants & Contracts office and Sponsored Projects Accounting to review proposals prior to institutional endorsement. 3. Reviews grant and contract proposals for accuracy, completeness, and compliance with all applicable policies, procedures, and regulations. 4. Analyzes grant activity, monitors expenditures, and prepares customized financial projections for faculty and administrators. 5. Performs other related duties. 6. Requirements: 7. Bachelor’s degree in business administration or related field, or combination of education and equivalent relevant work experience 8. 2 years minimum experience (3 yrs. preferred) in grants and contracts management

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Globe Life National Income Division: Pappas Akuamoa Organization

Life Insurance Specialist ( Remote Job )

1 month ago

Full-time

Long Island City, Queens

We are looking for a Life Insurance Specialist to join our growing team in a fully remote capacity. In this role, you will assist clients in selecting the right life insurance policies based on their needs and financial goals. You’ll provide expert advice, guide clients through the application process, and ensure they have all the necessary information to make informed decisions. All you need to succeed in this position is a working laptop or computer and a passion for helping people secure their future.

We are seeking a detail-oriented and knowledgeable MCA Debt Specialist to join our team. In this role, you will be responsible for managing and resolving debt-related issues for clients, ensuring compliance with relevant regulations, and providing exceptional customer service. The ideal candidate will possess strong analytical skills and a solid understanding of financial processes. Duties Analyze client accounts to identify outstanding debts and discrepancies. Utilize financial software to track payments, manage accounts receivable, and handle accounts payable efficiently. clients in understanding their financial obligations. Communicate effectively with clients to explain debt resolution options and payment plans. Maintain up-to-date knowledge of industry regulations and best practices related to debt collection and management. Prepare reports on account status and provide recommendations for improving financial processes. Requirements Certification as a Debt Specialist or relevant financial certification preferred. Strong mathematical skills with the ability to analyze financial data accurately. Ability to use accounting software and financial management tools. Experience in revenue cycle management, accounts payable, and accounts receivable is a plus. Excellent communication skills, both verbal and written, with a customer-focused approach. Ability to work independently as well as part of a team in a fast-paced environment. Strong attention to detail and organizational skills are essential for success in this role. Excellent negotiation skills required

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