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Masters in Business Administration (MBA) and/or Charted Financial Analyst (CFA) and/or Certified Public Accountant (CPA) Preferred. Conduct due diligence processes for investment opportunities, including a thorough review of Private Placement Memorandum (PPM), financial modeling of various target company analytics, manage detailed due diligence sessions and evaluate the overall merits and risks of a potential investment.
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The ideal candidate will have prior municipal government experience conducting complex and varied financial analysis, including developing a multiyear budget with meaningful cost and revenue projections serving as the platform for long-term financial strategic planning.
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Reporting to the VP, Strategic Finance, the Senior Financial Analyst is responsible for assisting with the development, design, and maintenance of reporting systems for business and finance operations.
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Develop and maintain financial reports using the Company's selected accounting software (i.e. Sage Intacct) Evaluate consolidated, company, and business unit financial performance by comparing and analyzing actual results with prior periods and budget, including analysis of key financial and performance metrics.
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The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers.
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Job Summary: The Financial Counselor 2-ED assists patients who are seeking treatment in our Emergency departments to navigate through the financial process from the MSE to discharge or admission.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
$70,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Perform financial analysis, as directed by management, and recommend alternatives courses of action by utilizing appropriate financial tools (e.g. EVA, NPV analysis). 4 years' experience in financial planning and analysis (in addition to equivalent experience listed above, if applicable), or equivalence in planning and quantitative analysis function.
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The candidate will be responsible for the full revenue cycle including billing, payment posting, follow-up and financial reconciliation. The Revenue Cycle Patient Financial Advisor is responsible for ensuring accurate, timely filing of medical claims and bills to various payers and patients.
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We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Analyst Assistant. In this role, you will support our financial analysis efforts by conducting data collection, manipulation, reconciliation, and analysis activities.
$30 an hourFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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As a Senior Financial Analyst, you will be responsible for various financial planning and analysis tasks. This is a full-time Senior Financial Analyst role focused on SAAS and revenue metrics.
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The Financial Counselor 2-ED assists patients who are seeking treatment in our Emergency departments to navigate through the financial process from the MSE to discharge or admission. Creates and executes financial contracts with patients and payers for both LLUMC Murrieta facility and LLUHC professional services according to LLUH policy.
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As a part of our team, you will be working to solve some of the world's most pressing issues, like financial literacy and financial education. Associates share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially.
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Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA. B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
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Responsibilities: Record monthly accruals & reconcile to actuals as they occur throughout the month Review property taxes for all communities and coordinate annual payment Prepare and distribute weekly and monthly financial reports Conduct monthly close procedures ensuring deadlines are met Qualifications: Sage Timberline Manufacturing and Construction REF.
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Title: financial Company: Royaluca in Temecula, CA
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