Financial Management Specialist
4 weeks ago
Lifespan is seeking a skilled Financial Management Specialist to join our team. As a key member of our Financial Services department, you will play a critical role in helping older adults manage their financial affairs and maintain their independence.
Key Responsibilities- Assess client financial situations and develop personalized action plans to address their financial goals.
- Provide financial counseling, budgeting, and organizing services to ensure long-term financial security.
- Assist clients with financial decision-making and refer them to community resources as needed.
- Maintain accurate records and reports, ensuring compliance with Lifespan's policies and procedures.
- Advocate on behalf of clients with financial institutions and other stakeholders.
- High school diploma or equivalent required; bachelor's degree preferred.
- Two or more years of experience working with low-income older adults, preferably in a financial services capacity.
- Strong communication and interpersonal skills, with the ability to work effectively with diverse populations.
- Valid NYS driver's license and reliable transportation for home visits.
- A competitive salary and benefits package, including medical, dental, and vision insurance.
- A hybrid work schedule, with opportunities for remote work and flexible hours.
- Professional development opportunities and a commitment to employee wellness.
Lifespan is a trusted, mission-driven non-profit agency dedicated to helping older adults and caregivers. With over 50 years of experience, we are committed to making a positive impact in our community.
", "lang_code": "en-US"}-
Financial Case Manager
1 week ago
Ellenville, New York, United States Rochester Regional Health Full timeJob SummaryWe are seeking a highly skilled Financial Case Manager to join our team at Rochester Regional Health. As a Financial Case Manager, you will play a critical role in reviewing uninsured and under-insured patient accounts, ensuring that our patients receive the necessary financial assistance and support.Key ResponsibilitiesAssess the healthcare...
-
Financial Services Specialist
3 weeks ago
Ellenville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We are passionate about making a positive impact on the futures of individuals and businesses by offering...
-
Maintenance Support Specialist
1 month ago
Ellenville, New York, United States Global Channel Management Full timeAbout the Role:Maintenance Support is a critical function within Global Channel Management, ensuring the smooth operation of our manufacturing environment. We are seeking a highly skilled and detail-oriented individual to join our team as a Maintenance Support Specialist.Key Responsibilities:Execute tasks and provide support to maintenance management related...
-
Night Auditor
4 weeks ago
Ellenville, New York, United States Highgate Hotels Full timeJob SummaryThe Night Auditor is a critical role within our hotel operations, responsible for ensuring the accuracy and integrity of our financial transactions. As a Night Auditor, you will be responsible for reconciling all hotel cashier transactions, reviewing and compiling management reports, and ensuring the accuracy of guest billings and city ledger...
-
Pain Management Specialist
2 weeks ago
Ellenville, New York, United States University of Rochester Full timeJob SummaryWe are seeking a highly skilled and experienced Pain Management Specialist to join our team at the University of Rochester. As a member of our multidisciplinary team, you will work with clinicians from diverse specialties to provide comprehensive care to patients with acute and chronic pain in the setting of spinal disorders and neurological...
-
Accounts Receivable Specialist
1 week ago
Ellenville, New York, United States East House Full timeJob Title: Accounts Receivable SpecialistEast House is seeking a highly skilled Accounts Receivable Specialist to join our team. As an AR Specialist, you will be responsible for collecting and tracking payments, maintaining accurate records, making deposits, and generating financial reports to track profits and losses for East House and its affiliates.Key...
-
Financial Services Professional
3 weeks ago
Ellenville, New York, United States Equitable Services Full timeRole Overview:Equitable Services is seeking a skilled Financial Advisor to provide comprehensive financial planning, investment advice, and portfolio management services to clients. As a Financial Advisor, you will have the opportunity to develop and grow your own client base while working alongside a supportive team of experienced professionals.Key...
-
Senior Financial Analyst
4 weeks ago
Ellenville, New York, United States EFPR Group LLP Full timeSenior Accountant Job DescriptionEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, NY. As a Senior Accountant, you will be responsible for delivering high-quality tax and business services to clients, including tax compliance, tax planning, and business advisory services.Key...
-
Senior Financial Analyst
4 weeks ago
Ellenville, New York, United States EFPR Group LLP Full timeSenior Accountant Job DescriptionEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, NY. As a Senior Accountant, you will be responsible for delivering high-quality tax and business services to clients, including tax compliance, tax planning, and business advisory services.Key...
-
Senior Financial Analyst
3 weeks ago
Ellenville, New York, United States EFPR Group LLP Full timeJob Title: Senior AccountantEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, New York. The ideal candidate will have 3-5 years of experience in public accounting and a strong background in tax compliance, tax planning, and business advisory services.Key Responsibilities:Prepare and/or...
-
Senior Financial Analyst
1 week ago
Ellenville, New York, United States EFPR Group LLP Full timeSenior Accountant Job DescriptionEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, New York. As a Senior Accountant, you will be responsible for delivering high-quality tax and business services to clients, including tax compliance, tax planning, and business advisory services.Key...
-
Credit Risk Specialist
4 weeks ago
Ellenville, New York, United States Aston Carter Full time### Job Summary We are seeking a skilled Credit Risk Specialist to join our team at Aston Carter. As a key member of our team, you will be responsible for mitigating credit risk exposure by reviewing incoming clients and providing advanced client service and technical product support. ### Key Responsibilities * Conduct credit reviews on new Payroll...
-
Financial Recovery Leader
3 weeks ago
Ellenville, New York, United States MVP Health Care Full timeJob SummaryAs a Financial Recovery Leader at MVP Health Care, you will be responsible for leading all claims payment recovery activities, overseeing internal and vendor-related workflows, and coordinating benefits activities. This role requires strong leadership and team management skills, as well as a deep understanding of healthcare regulations and...
-
Financial Analyst Intern
1 week ago
Ellenville, New York, United States L3Harris Full time{"h1": "Program Finance Intern", "p": "Join L3Harris Technologies, a leading defense and aerospace company, as a Program Finance Intern. In this role, you will be responsible for the financial functions associated with the business acquisition process and program execution process. Your key responsibilities will include setting up, validating, and...
-
Credit Risk Specialist
3 weeks ago
Ellenville, New York, United States Aston Carter Full timeJob Title: Credit Risk SpecialistAt Aston Carter, we are seeking a skilled Credit Risk Specialist to join our team. As a Credit Risk Specialist, you will play a critical role in mitigating credit risk exposure by reviewing incoming clients utilizing payroll services.Key Responsibilities:Conduct thorough reviews of incoming clients to identify potential...
-
Credit Risk Specialist
3 weeks ago
Ellenville, New York, United States Aston Carter Full timeAbout the RoleWe are seeking a skilled Credit Risk Specialist to join our team at Aston Carter. As a key member of our team, you will be responsible for mitigating credit risk exposure by reviewing incoming clients utilizing payroll services.Key ResponsibilitiesConduct thorough credit reviews of new clients to ensure timely and accurate problem resolution...
-
Credit Risk Specialist
4 weeks ago
Ellenville, New York, United States Aston Carter Full time### Job Summary We are seeking a skilled Credit Risk Specialist to join our team at Aston Carter. As a key member of our team, you will play a critical role in mitigating credit risk exposure by conducting thorough reviews of incoming clients utilizing our payroll services. ### Key Responsibilities * Conduct credit reviews on new Payroll clients to ensure...
-
Financial Services Professional
3 weeks ago
Ellenville, New York, United States Sage Rutty and Co., Inc. Full timeAbout Sage Rutty & Company, Inc.We are a comprehensive financial services firm with a rich history of success. Since 1915, we have been dedicated to recruiting and retaining top professionals in our industry who share our firm's traditional values and unwavering ethical standards.Job SummaryWe are seeking a full-time associate to support our growth and...
-
Financial Services Professional
2 weeks ago
Ellenville, New York, United States Sage Rutty and Co., Inc. Full timeAbout Sage Rutty & Company, Inc.We are a comprehensive financial services firm with a rich history of success. Since 1915, we have been dedicated to recruiting and retaining top professionals in our industry who share our traditional values and unwavering ethical standards.Job SummaryWe are seeking a full-time associate to support our growth and success. The...
-
Maintenance Support Specialist
4 weeks ago
Ellenville, New York, United States Global Channel Management Full timeAbout the JobMaintenance Support is a critical role within Global Channel Management, requiring a strong background in manufacturing environments.Key ResponsibilitiesExecute tasks and provide support to maintenance management related to Maximo and/or SAP PM, a computerized maintenance management system (CMMS).Order parts and items for Engineering as...