Financial systems jobs in United States

As a Sales Representative at Optifino, you will be at the forefront of our mission, working directly with clients to help them make more money, save more money, and retire early. This role involves strategic outreach through high-volume outbound calls, aiming to enhance our client’s financial well-being. You'll receive the world's best training and tools necessary to thrive in this dynamic environment. Responsibilities Educate potential clients on the value of Optifino’s platform through a high volume of outbound sales calls. Master our products and tailor solutions to client needs, overcoming objections and converting leads into long-term clients. Manage a diverse client pipeline via our CRM system, from initial contact to deal closure. Commit to a consistent schedule to maximize client engagement and sales opportunities. Achieve and exceed monthly sales goals by embracing our comprehensive training and support structures.

Riveria Investment Group is a New York based investment firm focused on acquiring and developing companies in the middle market. Riveria primarily focuses on growing companies with a history of positive operating cash flows in industries facing favorable long term trends across equity, debt and multi-family real estate. The core of our investment thesis is to partner with strong management teams and provide the necessary support to facilitate growth. Overview: We are seeking a highly skilled and detail-oriented Analyst to join our team. As an Analyst, you will be responsible for conducting quantitative analysis, evaluating financial data, and providing insights to support investment decisions. This is an exciting opportunity to contribute to our investment strategies and make a significant impact in the financial industry. Responsibilities: - Conduct quantitative analysis of financial data, including profit loss statements, balance sheets, and cash flow statements - Develop relationships with investment bankers and intermediaries to help source investment opportunities - Analyze market trends, economic indicators, and company financials to identify investment opportunities - Prepare detailed financial reports and investment recommendations for internal stakeholders - Utilize financial models and valuation techniques to assess the value of securities - Monitor portfolio performance and provide regular updates on market conditions - Collaborate with portfolio managers and research teams to develop investment strategies - Stay up-to-date with industry trends, regulatory changes, and financial concepts - Collect and analyze data from various sources to support investment decision-making process Skills: - Strong quantitative analysis skills with a solid understanding of mathematical concepts - Proficient in financial report writing and ability to effectively communicate complex information - Knowledge of investment banking principles and practices - Familiarity with Bloomberg or other financial systems for data analysis - Excellent understanding of financial concepts such as risk management, asset allocation, and portfolio optimization - Ability to collect, organize, and interpret large sets of financial data - Strong attention to detail and ability to identify trends or patterns in data - Knowledge of cost accounting principles is a plus If you are a motivated individual with a passion for finance and possess the necessary analytical skills, we encourage you to apply for this position. Join our team of professionals dedicated to delivering exceptional results in the world of investments. Note: All positions at our company are paid positions. Job Types: Full-time, Contract Pay: $80,000.00 - $230,000.00 per year Schedule: Monday to Friday Ability to Relocate: New York, NY: Relocate before starting work (Required) Work Location: In person

Benefits Pulled from the full job description 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Full job description ```Job Overview``` We are seeking a skilled Dental Receptionist to join our team. As a Dental Receptionist, you will be responsible for providing exceptional customer service and administrative support in a dental office setting. This is a vital role in ensuring the smooth operation of the dental practice and delivering a positive experience for our patients. ```Duties``` - Greet and welcome patients as they arrive at the dental office - Schedule appointments and manage the dental office calendar - Answer phone calls and respond to patient inquiries - Verify insurance coverage and assist with insurance claims - Collect payments and maintain accurate financial records - Maintain patient records and update information as necessary - Coordinate with dental staff to ensure efficient patient flow - Assist with various administrative tasks as needed ```Qualifications``` - Previous experience working in a dental office or similar healthcare setting is preferred - Proficiency in using dental office software systems such as Epic or eClinicalWorks - Strong organizational skills with the ability to multitask effectively - Excellent communication and interpersonal skills - Knowledge of medical scheduling procedures and terminology - Familiarity with general administrative duties and office procedures - Ability to handle sensitive patient information with confidentiality and professionalism If you are a detail-oriented individual with excellent customer service skills, we encourage you to apply for this position. Join our team and contribute to providing high-quality dental care to our patients. Please note that only qualified candidates will be contacted for an interview. Thank you for your interest in this Dental Receptionist position. Job Type: Full-time Pay: $18.00 - $19.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Healthcare setting: Private practice Schedule: 8 hour shift Monday to Friday No weekends Ability to Relocate: New York, NY 10028: Relocate before starting work (Required) Work Location: In person

We are currently seeking a dedicated and enthusiastic individual to join our dental practice as a Dental Office Receptionist. In this position, you will serve as the primary point of contact for patients, greeting them warmly and ensuring their visit is comfortable and efficient. You will manage the patient scheduling system, handle incoming calls and inquiries, and assist with billing and insurance claims. Additionally, you will maintain the cleanliness and organization of the reception area, coordinate with the dental team, and support administrative tasks as needed. Responsibilities: Welcome and check-in patients, making them feel comfortable and ensuring timely appointments. Answer phone calls and inquiries, scheduling appointments, and addressing patient concerns. Verify insurance coverage, process billing, and handle financial transactions. Maintain patient records, including updating medical history and treatment plans. Assist with administrative tasks such as filing, scanning, and organizing documents. Collaborate with the dental team to ensure the smooth operation of the office. Requirements: High school diploma or equivalent; dental office experience preferred. Excellent customer service and communication skills. Proficient in computer software and dental management systems (e.g., Dentrix, Eaglesoft). Ability to multitask and work in a fast-paced environment. Attention to detail and strong organizational skills. A positive attitude and willingness to learn and grow with the practice. Join our team and help us provide exceptional dental care and customer service to our patients!

Work directly with the director in locating non profit funding opportunities; Contact donors and also respond to request for proposals timely Create financial plans with measurable goals and track performance Develop financial policies and processes Forecast and monitor cash flow Handle payroll and budgeting tasks Prepare tax documents Review and process invoices Prepare financial reports and statements Reconcile ledgers and accounts Monitor and record donations Prepare for annual audits Update internal records and maintain an organized file system Follow all federal, state, and private regulations Uphold the highest standards of compliance and confidentiality

We are looking for an attention oriented individual with experience as an accounting clerk or assistant bookkeeper . This individual will be responsible for processing accounts payable, some general ledger entry, filing to support accounting department, maintaining accounting databases through data entry, and other tasks in support of our accounting manager. Job Description: • The Accounting Clerk performs a variety of general accounting support tasks in an accounting department including • Verifying the accuracy of invoices and other accounting documents or records. • Update and maintain accounting journals, ledgers and other records detailing financial business transactions (e.g., disbursements, expense vouchers, receipts, accounts payable). Enters data into computer system using defined computer programs (SAP) • Compile data and prepare a variety of reports. • Reconciles records with internal company employees and management, or external vendors or customers. • Recommends actions to resolve discrepancies. Benefits for eligible employees include: Health, Dental, Life and AD&D Insurance, Employee Wellness and 401k plans.Paid Time Off and Holidays with Generous Company Discounts annual given a car ( This is to help to Motivate staff towards commencement ) Employment Type Full-Time/Part time

As a Medical Assistant you will be responsible for providing administrative support to ensure efficient operation of the medical office/hospital. You will support doctors and patients through a variety of tasks related to patient care management, organization and communication. The target is to complete all activities accurately, with high quality and in a timely manner. Responsibilities Interview patients and document basic medical history Organize and schedule appointments Update and file medical records and insurance reports Arrange hospital admissions and laboratory services Check with patients and type up patients charts Assist during medical examinations Produce and distribute correspondence memos, letters, faxes and forms Handle receivable and payable accounts and keep financial records Prepare and clean treatment rooms and medical instruments Skills Proven working experience as a medical assistant or medical secretary Knowledge of medical office management systems and procedures Excellent time management skills and ability to multi-task and prioritise work Social perceptiveness and service oriented Excellent written and verbal communication skills Strong organisational and planning skills Proficiency in MS Office and patient management software Degree in medical assistance