Engage in pre-service screening services. Engage in financial counseling. Skills and Requirements Include: 50% travel. Bachelor’s degree. 10+ years of system level experience in Revenue Cycle Operations. Experience leading large diverse teams.
Minimum of 10+ years experience in the area of financial services (preferably banking and/or wealth management) Some knowledge of information management/infrastructure/APIs and application development is a requirement. Strong analytical skills. Strong C-level presentation skills.
Ability to apply concepts of basic algebra and geometry. Ability to speak effectively before groups of customers or employees of organization. Ability to calculate figures and amounts such as discounts, interest, commissions, volume, etc.
Build and maintain reports, dashboards, and predictive analytics to provide visibility. Skills and Requirements Include: BS in Finance or Accounting. 5-7 + years relevant experience. 3-5 + years of management/supervisory experience. Professional services experience highly prefered.
Extensive financial services experience. Proven experience interfacing with customers. Demonstrated experience with the implementation of at least (2) Deltek Costpoint modules. Ability to manage relationships and provide subject matter expertise on Costpoint modules.
Partial remote work ability is offered, some onsite required. 2+ years of bookkeeping experience; Quickbooks/QB Online experience. Ability to identify potential problems. Exceptional customerservice skills. Other requirements as outlined in the job description.
A minimum of 2 years customerservice experience or equivalent education. A minimum of 4 years financial accounting experience or equivalent education. A minimum of 2 years accounting software experience and complete understanding of internal workings of accounting software.
A financial services company has a current position open for a Telecommute Benefit Plan Client Service Administrator. Must be able to: Administer and troubleshoot DC qualified and non-qualified plans. Serve as a liaison between our clients and our Operational teams.
A staffing agency has a current position open for a Virtual Actuarial Services Manager in Los Angeles. Must be able to: Estimate liabilities. Establish premium rates. Work on financial analysis and reporting. Applicants must meet the following qualifications:
Skills and Requirements Include: Experience with creating custom spreadsheets for reporting. Proven analytic ability and complex lists, schedules, and information at a high volume. Demonstrating strong communications. Able to present complex information in plain language.