Financial Solutions Advisor

About the RoleThis role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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...

Job SummaryElevate Patient Financial Solutions is seeking a highly skilled Patient Advocate to join our team. As a Patient Advocate, you will play a critical role in connecting uninsured hospital patients with programs that cover their medical expenses.Key ResponsibilitiesScreen uninsured hospital patients to determine eligibility for federal, state, and...

Role Overview: The Student Financial Support Advisor plays a crucial role in the Financial Aid Office at the University of California, Riverside. This position involves collaboration with fellow advisors and the Assistant Director to continually improve and refine the financial aid processing system. Key Responsibilities: Deliver informative presentations...

Job SummaryThe University of California, Riverside is seeking a highly skilled Financial Aid Counselor to join our team. As a key member of our Financial Aid Office, you will play a critical role in providing exceptional service to our students, families, and community.Key ResponsibilitiesCollaborate with colleagues to develop and enhance our financial aid...

Academic Advisor for Degree CompletionAs an Academic Advisor for Degree Completion, you will work under the direct supervision of the Assistant Director of Re-entry Programs to provide academic advising and holistic services to students seeking to complete a University of California undergraduate education. You will apply professional concepts and provide...

We are looking for a Lead Financial Strategist in Renewable Energy to join a prestigious organization focused on sustainable energy solutions. This pivotal role demands a robust background in structured finance, project financing, or capital markets, particularly within the renewable energy landscape. As a key member of the Structured Finance Team, you will...

Position Overview:Under the guidance of the Assistant Director of Re-entry Programs, the Academic Pathways Advisor plays a crucial role in providing comprehensive academic guidance and support services to students who have paused their studies or are exploring options to complete their undergraduate education at the University of California. Key...

CPA Job DescriptionWe are seeking a highly analytical Certified Public Accountant (CPA) to join our team at AM Advisors. As a key member of our financial team, you will be responsible for managing our company's tax and financial processes.To succeed in this role, you will need to have comprehensive knowledge of bookkeeping, auditing, and budgeting processes....

Job SummaryWe are seeking a highly motivated and experienced Enrollment and Degree Completion Advisor to join our team at the University of California, Riverside. As a key member of our Re-entry Programs team, you will provide academic advising and holistic services to students seeking to complete their undergraduate education.Key ResponsibilitiesProvide...

Job SummaryWe are seeking a highly motivated and experienced Enrollment and Degree Completion Advisor to join our team at the University of California, Riverside. As a key member of our Re-entry Programs team, you will provide academic advising and holistic services to students seeking to complete their undergraduate education.Key ResponsibilitiesProvide...

POSITION SUMMARY:AM Advisors is seeking a meticulous and analytical Senior Tax and Financial Analyst to enhance our finance team. The successful candidate will be responsible for overseeing our organization's financial and tax-related processes, ensuring compliance and accuracy in all financial reporting.KEY RESPONSIBILITIES:Leverage advanced Excel skills...

Requisition ID # Job Category: Accounting / Finance Job Level: Supervisor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview The Business Finance team plays a vital role in delivering essential financial guidance to the primary operational sectors of PG&E. This encompasses: financial assessments;...

Unlock Your Potential in FinanceCrimson Solutions is seeking a highly skilled Securities Accountant and Liquidity Management professional to join our team. As a rare and highly sought-after expert in the field, you will have a high market value in Oakland.We are looking for someone with expertise in accounting, controlling, corporate banking, interim...

Your RoleThe Developer and Employee Experience team is dedicated to establishing standardization and automation pipelines that empower our collaborative IT teams to construct, deploy, and oversee their systems. We are paving the way for our transition to the Cloud, ensuring we lead the shift towards a more contemporary DevOps operational framework. The...

Your RoleThe Developer and Employee Experience team is tasked with the development of standardization and automation frameworks that empower our collaborating IT teams to construct, deploy, and oversee their systems. We are paving the way for our transition to the Cloud and ensuring that we are steering the shift towards a more contemporary DevOps...

Your RoleThe Developer and Employee Experience team is dedicated to establishing standardization and automation processes that empower our collaborative IT teams to develop, deploy, and oversee their systems. We are paving the way for our transition to the Cloud, ensuring that we are steering the shift towards a more contemporary DevOps operational...

About the RoleThis position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:Triage client leads and make referrals to business partners based on client needs and asset thresholds.Meet with clients to review financial and investment goals, build a...

Job SummaryThe Patient Advocate role at Elevate Patient Financial Solutions is a dynamic opportunity to make a positive impact on the lives of uninsured hospital patients. As a liaison between patients, hospitals, and government agencies, you will play a critical role in connecting individuals to programs that cover their medical expenses.Key...

Join Our Team as a Senior Commercial Lending SpecialistWe are seeking a skilled commercial lending professional to become a vital part of our thriving organization. The successful candidate will engage with local enterprises, delivering innovative financing options tailored to diverse financial requirements.Key Responsibilities:Design financing strategies...

Company OverviewBlackstone Talent Group, a recognized leader in technology consulting and talent acquisition, is currently seeking a Senior Financial Analyst to support our client’s financial operations.Role OverviewAs a highly skilled professional, you will leverage your comprehensive knowledge of financial analysis to oversee the budgetary requirements...