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Provides information and makes recommendations to the Chief Investment Officer (CIO), Investment Committee and Research Group of West Financial Services (WFS) on advisory service products and investment selection.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Handles and completes work orders from client families as it pertains to individual grave and marker maintenance. Ability to communicate effectively with fellow associates, contractor personnel and client families Ability to lift heavy objects up to 30 lbs.
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West Financial Services (WFS) is currently recruiting for a WM Equity Analyst. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients.
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Experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 7-8+ years of transaction services / due diligence experience.
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Depending on your areas of work, experiences and studies, and interests, you will have the opportunity to serve clients regarding China, in cybersecurity and cyber threat intelligence, OSINT, supply chain risk management, anti-money laundering and fraud, financial investigations, technology and solutions innovation, and much more.
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The ideal candidate is a critical thinker and an active listener, exercises good judgment, has excellent written and oral communication and organizational skills, and serves as a collaborative team member; familiarity with and experience in the financial services industry and regulatory environment as well as conducting internal investigations is valued.
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Works with leadership and appropriate owners within the revenue cycle to develop and monitor corporate policies and performance metrics related to all aspects of the revenue cycle, including Patient Access, Patient Financial Services, Health Information Management, and Charge Description Master to create a state of the art, highly reliable revenue cycle.
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A “tech guru”: As a fully remote company, strong computer skills, as well as strong financial analytical skills, are important to our success. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.
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This position will support the Agency IT Financial group building PowerApps solutions to help them manage contracts, licensing and hardware solutions for client. Required 3 Years Experience with MS Power Platform / Power Apps Model-driven/Canvas, Power Automate/Logic Apps, Power Virtual Agents and Power BI Required 3 Years Experience with Azure platform (Azure functions, Queue, Service Bus, Azure DevOps.
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Occupational Therapist (OT); or Physical Therapist/Physical Therapy Assistant (PT, PTA)Knowledge of and experience with Durable Medical Equipment (DME) is required. POSITION SUMMARY:The Care Services Equipment Manager will be responsible for managing all aspects associated with the National Equipment Program including durable medical equipment (DME) services.
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A Medical Care Manager enhances the reputation of AHF by utilizing your care management experience, you will screen clients for complex medical and psychosocial issues requiring medical case management services.
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Experience with BI tools (e.g. Power BI, Tableau, MicroStrategy)-Preferred. Actuarial experience within value-based contracting across payers (Medicare Advantage, Commercial, Medicaid)- Strongly Preferred.
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Have experience in identity access management and governance, to include single sign on, identity federation, enterprise directory architecture and design, and resource provisioning; Okta preferred.
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MDW is seeking Contingent Hire candidates to provide Emergency Management Specialist support to our Washington Headquarters Services Facilities Services Directorate (WHS/FSD) client.
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experience financial services client jobs Company: Revolut in Bethesda, MD
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