field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYThe Finance Analyst is responsible for supporting the Company’s finance strategies for the Greystar Project Finance team. The primary focus will be to support the execution of individual and portfolio level financings for the acquisition of institutional multifamily real estate projects across the United States. Additional responsibilities include assisting key business leaders in managing equity partners, lenders, investors and oversight of investment fund management etc.JOB DESCRIPTIONEssential Job Responsibilities:1. Assist in the financing needs of a specified fund and/or asset. (Value add, Open ended or separate account vehicles)2. Support the management of a debt portfolio for ~15bn of outstanding exposure.3. Work closely with team members to manage the loan and venture closing process from start to finish while interacting with outside counsel, brokers, internal portfolio management, asset management, and regional deal teams.4. Through various analysis assess financial viability of new projects and underwritten leverage.5. Develop and maintain productive relationships with mortgage bankers, outside counsel, lenders, and other key stakeholder relationships across the US.6. Assists with asset and venture level interest rate hedging strategy to maintain appropriate derivative instruments that comply with fund and lender requirements.7. Coordinate, compile and analyze financing packages summarizing the highlights, requirements, market information, and other financial data for corporate and investment decisions.8. Closely work with members of the North America Principal Business team to deploy capital and obtain the appropriate leverage.9. Run and/or review proformas generated in pursuit of new acquisition opportunities.10. Provides support and assistance to key business leaders by completing various financial, accounting, and other reports/duties as assigned or as necessary.11. Assist with the buildout and data integrity of the CRM debt platform.Essential Skills and Experience:· 1-2 years of relevant CRE experience in the financing of institutional grade apartment properties is preferred but not required· Bachelor's degree required· Ability to understand, interpret and analyze financial data· Strong planning, time management and organizational skills· Experience with excel and other applicable office programs· Strong attention to detail· Ability to think strategically and manage multiple initiatives· Ability to maintain confidentiality of company information· Strong written and verbal skills· Ability to thrive in a fast-paced, entrepreneurial work environment· Ability to work well under pressure#LI-KM2Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

Greystar

Financial Analyst

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYSupports the Company’s development finance-related functions, including efforts to source, negotiate, close and support equity and debt capital for US ground up construction projects. Additional responsibilities include ownership of lender and equity partner reporting, analysis of financing structures and general development project underwriting.JOB DESCRIPTION<ul><li>Assists with producing and distributing quarterly financial statements, covenant compliance certificates, contingent liability reports for all US development and construction loans and partnerships. &nbsp;</li><li>Support relationship management with lenders and equity partners. &nbsp;Comprehend their targets, requirements and constraints in order effectively and efficiently source capital and resolve issues. &nbsp;</li><li>Assist with the preparation and distribution of equity and debt packages, follow-through to drive interest and work with development teams to answer questions and satisfy due diligence requests</li><li>Assist with maintaining a database of quotes and assist with recommendations to investment committee for selecting partners and lenders. &nbsp;</li><li>Support closing of joint venture and loan documentation in partnership with outside counsel, development, tax, accounting, insurance and other internal functions.</li><li>Provide underwriting guidance to development teams for equity and debt assumptions.</li><li>Understand Greystar’s lines of business and corporate financial statements as well as Greystar’s &nbsp;internal equity structures in order to facilitate transactions.</li><li>Assist in design, development and implementation of business systems and process improvements.</li><li>Support, participate in and complete other financial-related projects and assignments as required by Greystar senior management, by gathering and compiling data, developing comprehensive summaries and reports and coordinating communications with internal and external business partners. &nbsp;</li></ul>Qualifications:&nbsp;<ul><li>Strong quantitative background ideally in business finance (corporate finance), architecture or construction.</li></ul><ul><li>Working knowledge of Microsoft Office specifically Excel, Word, and PowerPoint.</li></ul><ul><li>Strong written and verbal communication skills, and analytical and problem-solving ability.</li></ul><ul><li>Ability to handle large volume of work; good organizational skills and ability to prioritize to meet deadlines.</li></ul><ul><li>Dynamic verbal and written communication skills and strong interpersonal abilities.</li></ul>Education:&nbsp;<ul><li>Graduating in Dec 2024 or May 2025 with a bachelor's degree real estate, finance, business, or a related major.&nbsp;</li><li>June 2025 start date </li></ul>Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

Position SummaryThe role of the Revenue Cycle specialist is a valued member of our Revenue Cycle team.&nbsp; As a Revenue Cycle Specialist, you will work remotely and be responsible for overseeing bill processes including Charge entry, Billing, Claims, Patient AR and Insurance AR.&nbsp; You will also post payments, handle credit resolutions, along with other revenue cycle functions.Schedule: Monday through Friday 8:00am - 4:30pmLocation: Hybrid; 2-3 days onsite in Tacoma. Potential to transition to fully remote after training period.Key Duties and ResponsibilitiesFinancial Counselor Responsibilities:<ul><li>Create detailed, accurate cost estimates for patients based on insurance coverage, procedure codes, and contracted rates.</li><li>Review insurance benefits and verify patient eligibility prior to services.</li><li>Clearly communicate financial obligations, insurance coverage, and payment options to patients.</li><li>Proactively contact patients to discuss cost estimates and secure pre-service payments or payment plans.</li><li>Document all financial counseling activities and patient interactions in the billing system.</li></ul>Collections Specialist Responsibilities:<ul><li>Contact patients with outstanding balances via phone, email, and mailed statements.</li><li>Set up, negotiate, and monitor patient payment plans in accordance with organizational policies.</li><li>Resolve billing discrepancies and work with insurance companies to clarify underpayments or denials when necessary.</li><li>Maintain detailed records of all collection activities and communications.</li><li>Escalate delinquent accounts appropriately to external collections agencies when necessary.</li><li>Maintain a respectful and empathetic approach when discussing balances with patients to preserve patient relationships.</li><li>Ensure compliance with federal, state, and organizational policies regarding collections (e.g., Fair Debt Collection Practices Act).</li></ul>Shared/General Responsibilities:<ul><li>Maintain confidentiality and safeguard patient financial information (HIPAA compliance).</li><li>Work collaboratively with front desk, clinical staff, and billing departments to ensure a smooth financial experience for patients.</li><li>Identify trends or frequent issues with insurance payers and report to billing leadership.</li><li>Meet or exceed monthly collection and counseling performance targets.</li></ul>Education/Experience<ul><li>High School diploma or GED</li><li>Minimum 1-2 years medical collections experience</li><li>CPC or other equivalent certification</li><li>Orthopedic Coding Experience a plus&nbsp;&nbsp;&nbsp;&nbsp; </li><li>Experience with Nextgen and Amkai Billing Systems preferred</li></ul>Knowledge, Skills and Abilities<ul><li>High level of independence, adaption, and accuracy</li><li>Ability to navigate online Payor portals and websites</li><li>Ability to effectively use Office equipment</li><li>Basic knowledge of Microsoft Office Word and Outlook</li><li>Superior customer service skills</li><li>Great interpersonal skills; demonstrating patience, composure, and cooperation; working well with all patients, physicians, and staff</li><li>Understanding of and adherence to all safety, risk management and precautionary procedures, including the consistent respect for confidentiality (HIPAA)</li><li>Using time efficiently, with meticulous attention to detail, accuracy, and completion</li><li>Ability to manage multiple factors for the best result</li><li>Resourcefulness in addressing first level problems and tenacity to see things through to solution</li><li>Ability to remove oneself personally from given situations, remaining objective</li><li>Able to adapt to change, delays or unexpected events while maintaining a positive mindset</li><li>Clear oral and written communication</li><li>Ability to provide feedback to improve performance</li><li>Self-motivated; able to work following specific guidelines and in accordance with detailed instructions; measure self against standard of excellence, overcome obstacles and challenges with little supervision</li></ul>Work Environment/Physical DemandsThe work environment/physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job.&nbsp; Reasonable accommodations may be made to enable differently abled persons to perform the essential functions.

Proliance Surgeons

Revenue Cycle Financial Counselor & Collections Specialist

&nbsp;This is a remote role; however, we only operate in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MI, MA, MN, MO, NJ, NY, NC, OH, PA, SC, TX, VA, and WI.<h4>JOB SUMMARY</h4>Lead multiple consulting engagements for SullivanCotter, overseeing all aspects of project delivery while cultivating strong client relationships and ensuring highly responsive, high-quality service. This role provides the opportunity to specialize in SullivanCotter’s Provider Affiliation and Optimization (PAO) practice, which focuses on strengthening physician and advanced practice provider (APP) performance, developing and optimizing affiliation models, enhancing provider engagement, and driving both operational and financial efficiencies across health systems.The PAO practice integrates three core areas of expertise:<ul><li>Affiliation Services – Supporting organizations in assessing, designing, and implementing effective provider affiliation strategies and arrangements.</li><li>Optimization Services – Assessing and improving the financial and operational performance of medical groups and specialty service lines to maximize efficiency and value.</li><li>Value-Based Care Services – Aligning value-based performance incentives with organizational objectives to strengthen reimbursement and advance strategic goals.</li></ul>Through a structured, data-driven approach, consultants in this specialty help clients unlock the full potential of their provider networks, improve system-wide performance, and achieve sustainable long-term results.<h4>PRIMARY ACCOUNTABILITIES</h4><ul><li>Contribute to and lead client engagements:&nbsp;Assist with multiple consulting projects, including those within the Provider Affiliation and Optimization practice, ensuring exceptional quality and client satisfaction.</li><li>Develop deep industry expertise:&nbsp;Build comprehensive knowledge of the health care industry, including provider affiliation models (e.g., professional services agreements, co-management, clinical integration, full employment), provider compensation methodologies, medical group performance improvement strategies, and value-based incentive alignment.</li><li>Lead and manage consulting projects:&nbsp;Direct small engagements and oversee large and/or complex projects—often spanning multiple practice areas—within established budgets. Monitor progress, proactively address potential issues, and keep the client relationship manager informed while ensuring accountability for deadlines and deliverables.</li><li>Oversee development of client deliverables:&nbsp;Guide the creation of tailored deliverables to meet client needs, such as:</li></ul><ul><li>Pre-affiliation due diligence and workforce planning</li><li>Affiliation model assessments and transaction structuring</li><li>Compensation plan design, including value-based incentive alignment</li><li>Performance management strategy development and implementation for provider enterprises</li></ul><ul><li>Drive business development:&nbsp;Expand existing client services, introduce complementary SullivanCotter offerings, and identify new opportunities for client revenue growth. Draft proposals, master service agreements, and statements of work to support business expansion.</li><li>Build and sustain client relationships:&nbsp;Serve as a collaborative thought partner by maintaining effective communication with client contacts through in-person meetings, video conferences, and other channels. Anticipate client needs, address questions proactively, and contribute meaningfully during client meetings.</li><li>Mentor and manage teams:&nbsp;Lead junior team members across engagements to ensure effective resource allocation, prioritization, and execution of key initiatives. Provide coaching and development opportunities by sharing firm methodologies, tools, and best practices.</li><li>Contribute to firm growth and innovation:&nbsp;Manage and participate in non-billable initiatives that improve operational efficiency, enhance client delivery, and strengthen the practice. Collaborate across practice areas to develop new resources and tools.</li><li>Foster collaboration:&nbsp;Lead and actively participate in workflow and client delivery team meetings, promoting a culture of teamwork and knowledge sharing.</li></ul><h4>KNOWLEDGE, SKILLS &amp; ABILITIES</h4>Minimum Required Qualifications<ul><li>Bachelor’s degree in a business-related field, ideally with an emphasis in finance, economics, statistics, mathematics, accounting or health care administration</li><li>10–15 years of experience in compensation analytics, including data evaluation, financial modeling, and presentation development, with a proven background in compensation consulting, provider affiliation, medical group operations, and/or value-based care.</li><li>Solid technical knowledge and experience working with Excel, Word, and PowerPoint</li><li>Passion for serving organizations to solve complex workforce performance challenges</li><li>Role model problem-solving and critical thinking skills, including the ability to:</li></ul><ul><li>Recognize patterns in complex sets of data and develop practical models</li><li>Analyze and interpret data using basic and advanced modeling techniques</li><li>Develop conclusions from complex analyses, develop innovative solutions to complex issues and adapt solutions to changing circumstances, as warranted</li><li>Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress</li></ul><ul><li>Excellent interpersonal, coaching, writing, verbal and presentation skills are required, including the ability to:</li></ul><ul><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps associates develop skills, experience, and growth opportunities</li><li>Manage client delivery project teams</li><li>Train and develop junior colleagues</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience</li><li>Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity</li></ul><ul><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment</li><li>Exhibit high levels of enthusiasm and passion for serving the clients and appreciate the mission-based work of our clients</li><li>Proactively cultivate a diverse, inclusive and equitable workforce</li><li>Exude strong professional leadership presence and demeanor with the highest level of integrity, fairness and inclusivity</li><li>Self-starter who holds oneself, and others, accountable for the successful delivery of client deliverables</li><li>Willingly contributes to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork)</li><li>Demonstrate selfless collaboration and a teamwork mentality</li><li>Demonstrate intellectual curiosity, a passion for continuous learning, and a desire for diversity in thought, experience and ideas</li><li>Committed to delivering work on time with the highest level of quality</li><li>Self-reflective and an active participant in your own development, as well as in the effective development of others</li><li>Communicate openly and directly with team members</li><li>Exceptional client service orientation</li></ul>Preferred Qualifications<ul><li>Master’s degree in a business-related field</li></ul><h4>WORK ENVIRONMENT&nbsp;</h4>Remote or hybrid work settings. Must be physically able to perform the essential functions of the job.SCH Services, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

SullivanCotter

Consulting Manager -  Provider Affiliation and Optimization

Financial AdvisorAre you a passionate, client-focused professional looking to make a lasting impact? Join our client’s dynamic and nationally recognized independent financial advisory firm, where you’ll play a pivotal role in shaping the financial futures of a diverse client base.Founded in 1989, our client is a nationally recognized, independent financial advisory firm with offices in Overland Park, KS, Toledo, OH, Akron, OH, Dayton, OH, and Greensboro, NC. They serve a diverse clientele across net worth and household incomes. They provide personalized and comprehensive financial planning services, including retirement income planning, investment management, education planning, tax avoidance, estate planning, qualified plans, small business, and succession planning.Benefits:We value our employees’ time and efforts. Our commitment to your success is enhanced by providing competitive compensation of $65k-$85k, depending on experience, and an extensive benefits package, including:&nbsp;<ul><li>Group Health Insurance</li><li>Long-Term and Short-Term Disability Insurance</li><li>401k with Employer Matching</li><li>Dental/Vision Insurance</li><li>Tuition Reimbursement</li><li>Parental Leave</li><li>PTO that includes PTO for Volunteer Work</li><li>Dependent Care for Flexible Spending Account</li><li>Flextime Policy</li></ul>Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.Your Role:&nbsp;Based in the Greensboro, NC office, you will manage existing client relationships, usually on your own but sometimes in coordination with a more experienced advisor on complicated planning topics. As the Financial Advisor, you will formulate and implement advice and may also rely on technical specialists to develop product or planning recommendations. You will also communicate the firm’s investment recommendations and performance to clients.You will utilize your entrepreneurial skills to build and maintain long-term client relationships and prospect new clients. You will be expected to fully participate in the firm's growth initiatives, follow established processes and procedures, and embrace a team environment.To succeed, you should have:<ul><li>Bachelor’s degree in Business, Accounting, Finance, Personal Financial Planning or similar field of study</li><li>5+ years of experience with financial planning and delivering investment portfolios based on individual client needs, objectives, and risk tolerance</li><li>FINRA Series 7, 66 and Life Insurance Licensed (and SIE if applicable)</li><li>CFP® designation (or study underway)</li></ul><ul><li>Must pass industry, criminal, and credit background checks. &nbsp;Clean U-4</li></ul><ul><li>Experience in a fee-based environment with comprehensive knowledge of annuities, 529 plans, and insurance products.</li><li>Strong client service focus, with the ability to communicate complex financial concepts clearly and build trusted relationships.</li><li>Solid financial planning skills, adhering to industry regulations and demonstrating integrity, drive, and problem-solving abilities.</li></ul>Your responsibilities as the Financial Advisor&nbsp;will include:<ul><li>Serve as the lead advisor, managing client relationships and addressing investment and planning questions.</li><li>Assess and address financial and wealth management needs with tailored solutions.</li><li>Develop and implement customized financial plans aligned with client goals.</li><li>Build and grow clientele through referrals and follow-up on leads.</li><li>Regularly meet clients to review portfolios, uncover needs, and offer ongoing support.</li><li>Represent the firm at client and industry events, maintaining a solid presence.</li><li>Provide thorough reviews of financial planning issues such as tax, estate, and retirement planning.</li><li>Adhere to workflow processes and industry regulations while consulting outside experts when necessary.</li></ul>We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Insperity

Financial Advisor

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Investment Consultant - Sunnyvale, CA

ABOUT US AND ABOUT YOUAs a division of SullivanCotter, C3 Nonprofit Consulting Group, helps mission-driven organizations navigate people, cultural and operational issues. C3 partners with nonprofit boards and leaders to develop compensation and rewards programs that align with strategic objectives and advance the success of their missions. Our work includes executive compensation, board compensation, employee compensation, pay fairness, benefits, investment team compensation and development staff compensation. Leveraging decades of experience working with healthcare and nonprofits alike as SullivanCotter, C3 now stands on its own to serve private and community foundations, policy and advocacy organizations, research institutes, colleges and universities, charitable and service organizations, arts and cultural organizations, and associations among others.<ul><li>We are motivated first and foremost by helping our clients succeed. Every Associate at SullivanCotter is laser-focused on providing exceptionally responsive and high-quality client experiences.</li><li>We don’t do cookie-cutter – we thrive on developing creative, customized solutions. We also don’t do boring.</li><li>We’re committed to giving you the time, flexibility, and autonomy to do the best work of your career.</li><li>You’ll be joining us at an exciting time in our exponential growth in serving mission-based clients.&nbsp;</li><li>While part of a team, you’ll work autonomously for the most part and we trust you to get work done when/where you can be productive. We are committed to a remote, agile workforce.</li><li>You model inclusivity and bring diversity of thought, critical thinking skills and experience to our team and the firm.</li></ul>PRIMARY DUTIES AND RESPONSIBILITIESAs a Compensation Consulting Manager with the C3 Nonprofit Consulting Group, you will enthusiastically:<ul><li>Bring subject matter expertise and experience with compensation consulting methodologies for executive and staff projects.</li><li>Manage the work of junior team members across client engagements and project teams to ensure effective planning, organizing, and management of strategic engagements&nbsp;</li><li>Develop a deep knowledge of the nonprofit industry</li><li>Contribute to all aspects of client engagements and are responsible for leading multiple compensation consulting projects.&nbsp;</li><li>Assist in the identification of follow-on work or new leads and the writing of project proposals and statements of work.</li><li>Synthesizing complex data and information into actionable results and recommendations.</li><li>Design, structure, and deliver reports, presentations, and other client deliverables.</li><li>Develop client relationships through effective communication (face-to-face discussions, telephone, video conferencing, email contact, etc.) and be a collaborative thought partner to client teams.&nbsp;</li><li>Provide leadership, analytical guidance, and creativity for technical work is critical to the success of our client engagement teams and our practice.&nbsp;</li><li>Responsible for growing the compensation consulting and client services business by leading and developing consulting resources in areas such as compensation analysis, technical training, planning, forecasting and compensation market assessments.</li><li>Assist with managing complex projects within established budgets and regularly monitoring the success of the client experience.</li><li>Develop subject matter expertise, proactively sharing knowledge, use of tools, processes, and methodologies established by the firm and effectively guiding junior associates in more complex research, data collection and compensation analytics.</li><li>Participate in team productivity by prioritizing work and demonstrating effective attention to detail, productivity, and high levels of efficiency to meet client project timelines.</li><li>Work to keep the client relationship manager apprised of project status, including delays or potential problems, holding yourself and team members accountable for client deadlines and deliverables.</li><li>Participate in client meetings as requested and anticipate client needs and questions.</li><li>Develop and implement tools, work product templates, processes, and methodologies that will improve productivity and quality.</li><li>Actively participate in workflow and client delivery meetings with a spirit of collaboration.</li></ul>EDUCATION AND EXPERIENCEWe find people who generally fit this profile have a high degree of success in this role:<ul><li>Bachelor’s degree.</li><li>Ten years or more of executive and staff compensation consulting experience, or fifteen or more years of related compensation analytical experience, involving data evaluation, financial modeling and presentation design with experience in compensation consulting.</li><li>Solid technical knowledge and experience working with Excel, Word, and PowerPoint.</li><li>Passion for serving organizations to solve complex compensation challenges.</li><li>Proficient skills in problem-solving and critical thinking, including the ability to:<ul><li>Recognize patterns in complex sets of data and develop practical models.</li><li>Analyze and interpret data using basic and advanced modeling techniques.</li><li>Anticipate challenges, identify alternate solutions, and drive the removal of obstacles impeding project/team progress.</li></ul></li><li>Excellent people and articulation skills, including the ability to:<ul><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps associates develop skills, experience, and growth opportunities.</li><li>Manage client delivery project teams.</li><li>Train and develop junior colleagues.</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content and factors in perspectives and interests of the audience.</li><li>Write concise project communications, documents, and presentations with an appropriate level of technical detail and complexity.</li></ul></li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment.</li></ul>BEHAVIORAL ATTRIBUTESYou will be at your best in this role when you:<ul><li>Exhibit high levels of enthusiasm and passion for serving the clients and appreciate the mission-based work of our clients.&nbsp;</li><li>Proactively cultivate a diverse, inclusive and equitable workforce.</li><li>Exude strong professional leadership presence and demeanor with the highest level of integrity, fairness and inclusivity.</li><li>Self-start and hold yourself, and others, accountable for the successful delivery of client deliverables.</li><li>Willingly contribute to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork).</li><li>Demonstrate selfless collaboration and a teamwork mentality.&nbsp;</li><li>Demonstrate intellectual curiosity, a passion for continuous learning, and a desire for diversity in thought, experience and ideas.</li><li>Commit to delivering work on time with the highest level of quality.&nbsp;</li><li>Self-reflectt and actively participant in your own development, as well as in the effective development of others.</li><li>Communicate openly and directly with team members.&nbsp;</li></ul>SALARY, BENEFITS AND PERKS&nbsp;<ul><li>Competitive &nbsp;total compensation package&nbsp;</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.<ul><li>$141,400.00 - $212,200.00 annually</li></ul>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

Compensation Consulting Manager

03-Jan-2025<h4>Financial Analyst II</h4>Harvard Radcliffe Institute 67687BRPosition DescriptionSummary:&nbsp; Reporting to the Director of Financial Planning and Analysis, the Financial Analyst plays a key role at the Harvard Radcliffe Institute (HRI) by contributing expertise in financial planning, budgeting, reporting, and the management of restricted funds. The Financial Analyst exercises independent judgment and analytical skills, providing insightful data analysis and financial reports to facilitate informed decisions by senior management. In a highly collaborative team atmosphere, the Financial Analyst partners with other financial staff to streamline and enhance financial processes, including close collaboration with the Director of Financial Planning and Analysis on all aspects of the work. This includes participating in cross-departmental initiatives, identifying opportunities for process improvement, and implementing best practices in financial management. The analyst's efforts ensure financial integrity and compliance with university policies, ultimately supporting HRI’s mission and financial sustainability.&nbsp; Position-specific Duties and Core Responsibilities:<ul><li>Helps facilitate the annual operating budget, multi-year financial plan, quarterly forecast, and fiscal year-end processes, completing the work with a high degree of independence.</li><li>Generates, reviews, and disseminates comprehensive departmental monthly financial reports.</li><li>Independently allocates, monitors, and forecasts restricted fund balances to aid in budget preparation, departmental spending, and donor stewardship reporting.</li><li>Prepares and maintains documentation and journal entries for the use of restricted funds.</li><li>Consults and collaborates with departments and finance team on financial inquiries, conduct analyses, and resolve budget variances.</li><li>Performs financial modeling and ad-hoc analyses; prepares management reports and financial presentations to support the CFO and senior leadership as needed</li><li>Ensures adherence to financial compliance within University policies and procedures, &nbsp;identifies and communicates potential risk areas.</li><li>Keeps current of all relevant federal, state and University regulations, laws and policies as they presently exist and as they change or are modified</li><li>Supports departmental needs through ad hoc projects and requests.</li><li>Demonstrates technical and analytical expertise, delivers timely follow-through on commitments, and provides excellent customer service.</li></ul>Position-specific requirements:&nbsp; Successful candidates will have a bachelor's degree preferably in finance, accounting, business, or a related field, and will have three to five years' experience&nbsp;in financial analysis and budget management. They will demonstrate:<ul><li>Strong quantitative and analytical skills, primarily using advanced Excel&nbsp;</li><li>Advanced knowledge of budget management, financial analysis and financial modeling; working knowledge of accounting principles</li><li>Experience with financial systems and data query tools</li><li>Proficiency in PowerPoint&nbsp;</li><li>Excellent written and verbal communication skills</li><li>Strong customer service skills and ability to build effective working relationships.</li></ul>Basic Qualifications<ul><li>Bachelor’s degree or equivalent work experience required</li><li>Minimum of 3 years’ relevant work experience</li></ul>Additional Qualifications and Skills<ul><li>Experience with Oracle budgeting and reporting applications, including SmartView, a plus</li><li>Restricted fund management experience</li><li>Highly organized and detail-oriented; able to effectively manage time and prioritize across multiple projects simultaneously</li><li>Willingness to learn new financial programs and explore new methods for continual process improvement</li></ul>Physical Requirements<ul><li>Extended periods of sitting at a desk using a computer. Frequent use of hands for data entry and handling paperwork.</li><li>Ability to focus on detailed financial data and reports.</li><li>The role requires mobility to attend meetings across the campus and other external locations.</li><li>Additional physical/mental requirements may not be listed above but are inherent in performing the position's essential functions.</li></ul>Working Conditions<ul><li>The work associated with this position is performed in an office environment.&nbsp;</li><li>The role demands flexibility outside the traditional 9-5 schedule particularly during budgeting cycles, end-of-quarter, and fiscal year-end periods.</li><li>Work is performed in a fast-paced environment with frequent deadlines and the need for accuracy.</li></ul>Additional InformationCover Letter: Please note that cover letters are required for every application for a position at the Radcliffe Institute. Please combine your cover letter and resume into a single document that is uploaded when you are instructed by HARVARD CAREERS, Harvard’s online application program to&nbsp;“Upload my resume/CV from my computer”&nbsp; Complete applications will be reviewed on a rolling basis until the position is filled. However, we encourage all interested candidates to apply before January 31 , 2025.&nbsp; Interviews: We hope to conduct interviews virtually in February 2025 and invite finalist candidates for on campus interviews. We appreciate your understanding and flexibility with our interview process. &nbsp;Work Format DetailsThis is a hybrid position that is based in Massachusetts. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.About UsThe Harvard Radcliffe Institute is dedicated to creating and sharing transformative ideas across the arts, humanities, sciences, and social sciences. The Fellowship Program annually supports&nbsp;the work of 50 leading artists and scholars. Academic Ventures fosters collaborative research&nbsp;projects and sponsors lectures and conferences that engage scholars with the public.&nbsp;The Schlesinger Library documents the lives of American women of the past and present for the&nbsp;future, furthering the Institute’s commitment to women, gender and society. We are proud to be an Affirmative Action/Equal Opportunity Employer and are committed to&nbsp;achieving our goals through the efforts of a highly skilled, diverse workforce. With&nbsp;outstanding benefits, competitive pay, extensive learning opportunities, and a stimulating and&nbsp;attractive work environment, the Radcliffe Institute for Advanced Study at Harvard&nbsp;University may be exactly the employer you have been looking for.&nbsp; &nbsp;BenefitsWe invite you to visit Harvard's Total Rewards website (<a href="https://hr.harvard.edu/totalrewards" target="_blank">https://hr.harvard.edu/totalrewards</a>) to learn more about our outstanding benefits package, which may include: <ul><li>Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.</li><li>Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.</li><li> Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.</li><li>Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.</li><li>Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.</li><li>Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.</li><li> Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.</li><li>Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.</li><li> Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.</li></ul>Job FunctionFinance Department Office LocationUSA - MA - Cambridge Job CodeF0956P Financial Analyst II Work FormatHybrid (partially on-site, partially remote) Sub-Unit------------ Salary Grade056DepartmentFinanceUnion00 - Non Union, Exempt or Temporary Time StatusFull-time Pre-Employment ScreeningEducation, Employment, IdentityCommitment to Equity, Diversity, Inclusion, and BelongingHarvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.EEO StatementWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

Harvard University FAS Human Resources

Financial Analyst II

Investment Consultant - San Jose, CA

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

1,391 Financial Consultant Jobs