Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
Texas Health and Human Services: Administers public health programs and social services in Texas.
Bachelor's degree in accounting/finance/math/business/statistics, strong financial analysis and Excel skills, knowledge of Medicaid/CHIP reporting, ability to interpret statutes and develop financial reports.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Business Objects, Microsoft Access, Power BI, SQL, VBA, TIERS
Es Vedra Cinemas: Operator of entertainment venues featuring movies, bowling, and games.
2+ YOEBachelor’s in Finance/Accounting/Economics; 2-4 years in financial analysis; strong Excel and ERP/financial software; able to communicate financial info to non-financial stakeholders.
Microsoft Excel, SAP, Oracle, QuickBooks, Tableau, Power BI
Datamark: Global provider of business process outsourcing and contact center solutions.
1+ YOEBachelor's degree in finance, at least 1 year of financial analysis experience; responsible for forecasting, budgeting, monthly reporting, variance analysis, and financial presentations.
CommonSpirit Health: Large non-profit healthcare system providing hospital and medical services.
2+ YOEHigh school diploma or GED required; 2 years of experience preferred. Provide patient financial counseling, estimate liability, support collections, and process financial assistance applications.
University of Houston: Public research university offering undergraduate and graduate degree programs.
3+ YOEAssociate's degree and minimum 3 years related experience. Responsible for account reconciliation, processing financial and payroll transactions, preparing journal vouchers and financial reports, and advising stakeholders.
Capital Farm Credit: Providing financial services and loans to Texas agricultural communities.
3+ YOEBachelor's in Finance/Accounting/Business and 3+ years financial analysis or reporting experience; strong accounting knowledge, Microsoft Office skills, communication ability, and competency with financial models and reporting.
ALKEME Insurance: Insurance brokerage and risk management services provider.
Bachelor's in finance/accounting/economics, proven financial analysis experience, strong financial modeling and data analysis skills, proficiency in Microsoft Excel, excellent communication and problem-solving abilities.
1+ YOEBachelor's in finance/accounting preferred, 1–3 years financial analyst/FP&A experience, proficiency in Microsoft Excel, familiarity with ERP (NetSuite) and BI tools, knowledge of financial modeling and GAAP/IFRS.
LifeCare Home Health Family: Provides clinical home health, hospice, and private duty nursing services.
2+ YOEBachelor's in finance/accounting/economics,2–5 years financial analysis (healthcare preferred),financial modeling,forecasting,budgeting,Excel and Power BI proficiency,experience with HRIS/ERP systems,strong communication and analytical skills.
Microsoft Excel, Power BI, Great Plains, Paylocity, QuickBooks, NetSuite
United Surgical Partners InternationalNYSE: THC: Operates a network of ambulatory surgery centers.
Verify insurance benefits, review authorizations, counsel patients on estimated financial responsibility, process financial assistance and payment arrangements, document in patient account using EHR/PAS, ICD10/CPT familiarity, Microsoft Excel proficiency.
Microsoft Excel, PAS system, Electronic Heath Care Record system, ICD10, CPT
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$80k-$105k/yrRemoteFull Time
Aldrich: Provides accounting, tax, wealth, and business advisory services.
3+ YOEMinimum 3 years financial planning experience, bachelor’s degree required, CFP® or PFS preferred or in-process, experience with financial planning software, strong analytical and client communication skills, knowledge of investments, insurance, taxes, and estate planning.
Travis County: Local government providing public and administrative services to residents.
3+ YOEBachelor's in Finance/Accounting and 3 years financial analysis/accounting experience (Master's may substitute for 2 years). Valid Texas driver\u0019s license and CJIS clearance; ability to prepare reports, forecasts, budgets, and maintain financial records.
Parkland Health: Public academic medical center providing hospital and health services.
2+ YOEInterview patients and determine eligibility for public funding, verify insurance, complete applications, post payments, and communicate financial responsibility.
Samsung ElectronicsKorea Exchange: 005930: Develops and manufactures consumer electronics, semiconductors, and mobile devices.
3+ YOEBachelor's in Accounting/Finance required, 3+ years related accounting experience, SAP experience desirable, Microsoft Excel and Office proficiency, financial reporting, forecasting, and variance analysis skills.
SAP Controlling (CO), Microsoft Office, Microsoft Excel
Texas Children's Hospital: Provides specialized pediatric and maternal healthcare and clinical research.
5+ YOEBachelor's in finance/accounting required, 5 years financial/accounting experience; master's may substitute for two years; experience preparing financial/statistical reports, budgeting, financial modeling, and maintaining PeopleSoft.