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Financial Analyst IV (Decision Support) CalOptima CalOptima Health is seeking a highly motivated Financial Analyst IV (Decision Support) to join our team. The Financial Analyst IV (Decision Support) will be responsible for providing analysis, guidance and expert knowledge on health care finance for various departments within CalOptima Health. Working independently, the incumbent will lead large-scale analytical initiatives and develop report suites and financial models used to forecast medical cost trends. The incumbent will provide support for provider contract negotiations, assess actuarial rate development studies, participate in annual budgeting functions, provide ad-hoc analytic support as needed and act as a resource to staff and other consultants within the department. The incumbent will evaluate various complex issues, perform detailed analysis and communicate well reasoned solutions to all levels of management within CalOptima Health. The incumbent will work with large amounts of claims, enrollment and provider data. Position Information: 
<ul>
<li>Department: Financial Analysis </li>
<li>Salary Grade: 314 - $99,902 - $159,843 ($48.03 - $76.8476) </li>
<li>Work Arrangement: Partial Telework **This position is eligible for telework in California.** </li>
</ul>
 Duties &amp; Responsibilities: 
<ul>
<li>95% - Program Support
<ul>
<li>Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.</li>
<li>Researches, assesses and develops advanced tools, models, reports and approaches to increase the accuracy and timeliness of data-driven work projects.</li>
<li>Develops medical expense, revenue and enrollment projections to support the budget process.</li>
<li>Develops financial models and reports to support provider contract negotiations.</li>
<li>Develops return on investment and business case analyses for program initiatives under consideration by management.</li>
<li>Provides clinical and utilization analysis to assist Medical Management with improving outcomes and quality of care for CalOptima Health members.</li>
<li>Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse.</li>
<li>Provides support and analyses around risk adjustment.</li>
<li>Mentors, trains and serves as a lead for analytical staff.</li>
<li>Designs, develops, implements and maintains report suites and dashboards for all levels of CalOptima Health management.</li>
<li>Serves as a subject matter expert around one or more of the following areas: Medi-Cal provider rate methodology, Medicare provider rate methodology, Department of Health Care Services (DHCS) revenue, Centers for Medicare &amp; Medicaid Services-Medicare Advantage (CMS-MA) revenue, population health member cohort identification, industry standard approaches to health care cost service categorization and metrics. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned. </li>
</ul>
</li>
</ul>
 Minimum Qualifications: 
<ul>
<li>Bachelor's degree in business administration, finance, economics, actuarial sciences or related field PLUS 6 years of experience working with health care finance reporting and analytics in a medical group, hospital or health plan setting required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>3 years of experience in Provider Contract Modeling required.</li>
</ul>
 Preferred Qualifications: 
<ul>
<li>Experience working with commercial, Medi-Cal and Medicare large payer data sets and related pricing information that is publicly available. </li>
<li>Experience developing annual organizational budgets, forecasts and financial modeling. </li>
<li>Experience using Tableau and/or Microsoft SQL Server.</li>
</ul>
 Required Licensure / Certifications: 
<ul>
<li>N/A</li>
</ul>
 Knowledge &amp; Abilities: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 About CalOptima Health: CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto - "Better. Together." - is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community's health. We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring. CalOptima Health has been recognized as one of Orange County's best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! About our Benefits &amp; Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. For those who are interested in additional retirement savings, employees have access to 457(b) retirement plans with pre/post-tax contribution options. For more information, please click on the <a href="https://apptrkr.com/get_redirect.php?id=6299502&amp;targetURL=https://alliantbenefits.cld.bz/25caloptimacabenguide" target="_blank">2025 CalOptima Health Benefits Guide</a> regarding our comprehensive benefits and wellness package. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is June 26, 2025 at 9:00 PM (PST). Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. The successful candidate will be required to undergo a reference / background check (to include a conviction record) and if applicable also pass a post-offer pre-employment medical examination (which will include a drug screening). Internal CalOptima Health applicants should apply through InfoNet. Communication regarding your application will be sent to the email address listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. You can also visit your candidate portal to receive the most up to date status of your application. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6299502" target="_blank">https://jobs.caloptima.org/jobs/financial-analyst-iv-decision-support-505-city-parkway-west-california-united-states</a> Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-f3569a1ca984034796c2553e8b161065

Financial Analyst IV (Decision Support)

Financial Analyst Job No: 547946 Work Type: Staff Location: San Luis Obispo - Mustang Business Park Categories: Unit 9 - CSUEU - Technical Support Services, Finance/Accounting, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled) Job Summary Under the general supervision of the Fiscal Planning Manager, the Financial Analyst has primary responsibility for providing administrative and technical duties as it relates to the analysis, tracking and processing of budgetary transactions, maintaining the Cal Poly CSU Operating Fund Base Budget and the annual operating plan, coordination of department software project planning and monitoring, and providing a wide range of user support for campus constituents as it relates to policies, procedures and Budget and Fiscal Planning systems. Additionally, this position serves as backup support for position budget review and analysis. The team currently operates on a hybrid schedule: team members will work 3 days per week in the office and telecommute 2 days per week. Department Summary University Budget and Fiscal Planning's mission is to strategically partner with the campus community to ensure a successful financial future. We are committed to supporting the Cal Poly community, through providing financial information, training, direction, and oversight of the campus finances. While we are responsible for all aspects of the campus budget planning, development, administration, and reporting of funds appropriated for Cal Poly; we encourage strong partnerships with the campus community to help achieve our mission. Key Qualifications 
<ul>
<li>Working knowledge of and ability to apply standard theories, principles, practices, and techniques as it relates to fiscal management, accounting, budgeting and reporting.</li>
<li>Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.</li>
<li>Ability to gather information from a wide variety of resources, analyze, summarize and present the information in a useful, understandable manner.</li>
<li>Ability to learn, interpret and apply a wide range of policies, procedures, principles, concepts, work processes, laws, rules and reference materials pertinent to Budget and Fiscal Planning.</li>
<li>Knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them.</li>
<li>Demonstrated skill in fiscal analysis and budget administration.</li>
<li>Thorough knowledge of business system applications and software, including stand-alone systems and enterprise-scale technologies.</li>
</ul>
 Education and Experience Equivalent to graduation from a four-year college or university. Three years of technical or administrative experience. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis. Salary and Benefits Anticipated Hiring Range: $75,000 - $85,000 Per Year Classification Range: $55,176 - $99,816 Per Year Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable). Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our <a href="https://apptrkr.com/get_redirect.php?id=6283954&amp;targetURL=https://afd.calpoly.edu/hr/benefits/" target="_blank">benefits website</a> for additional information. Cal Poly Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly's hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit <a href="https://apptrkr.com/get_redirect.php?id=6283954&amp;targetURL=http://www.calpoly.edu/" target="_blank">calpoly.edu</a>. Equal Opportunity and Excellence in Education and Employment This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Positions are posted for a minimum of 14 calendar days. To Apply: All applicants must apply online at: <a href="https://apptrkr.com/6283954" target="_blank">https://jobs.calpoly.edu/sl/en-us/job/547946/financial-analyst</a>. Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-f4be3f0382ca8f4cb983b8ead436a457

Financial Analyst

Our mission at Oura is to empower every person to own their inner potential. Our award-winning products help our global community gain a deeper knowledge of their readiness, activity, and sleep quality by using their Oura Ring and its connected app. We've helped millions of people understand and improve their health by providing daily insights and practical steps to inspire healthy lifestyles.
Empowering the world starts with living <a href="https://ouraring.com/about-us" target="_blank">our values</a> and empowering our team. As a quickly growing company focused on helping people live healthier and happier lives, we ensure that our team members have what they need to do their best work — both in and out of the office. 
We have offices in San Francisco and San Diego for those who prefer hybrid or office settings. Oura employees in other major cities (like Boston and New York) occasionally gather informally at local co-working locations.
We are looking for an Inventory Accounting Manager to join our Global Finance team, overseeing the accounting and financial reporting of inventory across Oura’s global operations. This role will ensure accurate inventory valuation, compliance with US GAAP standards, and seamless coordination with supply chain, operations, and audit teams. The ideal candidate will have a strong background in inventory accounting, financial controls, and process optimization to support Oura’s continued growth and operational excellence.
What you will do:&nbsp;
<ul>
<li>Perform monthly cost accounting close, including review of journal entries, reconciliation of sub ledgers to general ledger, account balance review, analysis and reconciliation, etc to support accurate and timely submission of financial statements.</li>
<li>Perform actual COGS month on month variances and margin analysis. Work closely with FP&amp;A team on actual and forecast analysis.</li>
<li>Lead COGS analytics with a strong finance focus; develop and maintain detailed COGS variance analysis.</li>
<li>Manage monthly E&amp;O review meetings and partner with Operations and Supply Chain to analyze inventory for potential excess and obsolete reserves and make related entries in accordance with the company’s policies.</li>
<li>Plan, collect, and analyze data to drive the standard cost revaluation processes; implement cost update periodically with inputs from Supply Chain; provide impact analysis for review and approval; investigate/resolve significant variances in between updates.</li>
<li>Develop and maintain methodology for calculating and applying material costs, labor costs and overhead rates as required by generally accepted accounting principles.</li>
<li>Assist in developing processes and utilizing systems enhancements to ensure inventory control and the accuracy of inventory data, implement changes as needed.</li>
<li>Owner of COGS allocation process during month-end close, actively working with different cost teams across the organization to assign COGS per company’s ASC 705 Cost of Sales and Services policy. Actively participate in modifying and updating ASC 705 policy to reflect the company's changing needs.</li>
<li>Owner of inventory capitalization process during month-end close, closely working with supply chain and logistics team to correctly align capitalization of expenses with inventory movement.</li>
<li>Develop a BOM cost analysis model from scratch to identify cost variances on component sourcing costs, finished goods assembly costs, kitting labor costs, fulfillment costs, inventory in-stock cost (with and without intercompany mark-up). Provided key insights to BOM cost variations.</li>
<li>Validate system FIFO/LIFO/Average costing flow, from raw materials, BOM assemblies, Finished Goods, to COGS, and vice versa, tracing COGS backwards to component sourcing costs. Create various reports in NetSuite for future investigation and validation needs.</li>
<li>Prepare monthly/quarterly reporting related to costing and inventory, other ad hoc analysis/reporting and project as needed.</li>
</ul>
This is a remote US role with a slight preference for candidates based in San Francisco, San Diego, or Boston
Requirements
We would love to have you on our team if you have:
<ul>
<li>6+ years of inventory and cost of goods sold accounting&nbsp;</li>
<li>The ability to clearly articulate key findings from inventory and cost of goods sold analysis in order to drive change</li>
<li>Experience partnering with accounting leadership to implement internal controls over physical inventory and inventory reporting</li>
<li>Understanding of US GAAP inventory reporting requirements</li>
<li>A biased to action, positive attitude&nbsp;</li>
<li>The ability to achieve deadlines and juggle multiple competing priorities while managing expectations&nbsp;</li>
</ul>
Benefits
At Oura, we care about you and your well-being. Everyone here at Oura has a ring of their own and we are continually looking to improve employee health.
What we offer:
<ul>
<li>Competitive salary and equity packages</li>
<li>Health, dental, vision insurance, and mental health resources</li>
<li>An Oura Ring of your own plus employee discounts for friends &amp; family</li>
<li>20 days of paid time off plus 13 paid holidays plus 8 days of flexible wellness time off</li>
<li>Paid sick leave and parental leave</li>
</ul>
Oura takes a market-based approach to pay, which may vary depending on your location. US locations are categorized into tiers based on a cost of labor index for that geographic area. While most offers will be closer to the starting range, successful candidates' pay will be determined based on job-related skills, experience, qualifications, work location, internal peer equity, and market conditions. These ranges may be modified in the future.
<ul>
<li>Region 1 $126,000-$157,000</li>
<li>Region 2 $115,000-$144,000</li>
<li>Region 3 $108,000-$135,000&nbsp;</li>
</ul>
A recruiter can determine your zones/tiers based on your US location.
We are not considering candidates residing in the following states: Alaska (AK), Arkansas (AR), Delaware (DE), Iowa (IA), Mississippi (MS), Missouri (MO), Nebraska (NE), Oklahoma (OK), Rhode Island (RI), South Dakota (SD), Vermont (VT), West Virginia (WV), and Wisconsin (WI)
Oura is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. Individuals seeking employment at Oura are considered without regard to age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. We will not tolerate discrimination or harassment based on any of these characteristics.
We will work to ensure individuals with disabilities are provided reasonable accommodation to participate in the interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Disclaimer: Beware of fake job offers! We’ve been alerted to scammers posing as ŌURA recruiters, especially for remote roles. Please note:
<ul>
<li>Our jobs are listed only on the ŌURA Careers page and trusted job boards.</li>
<li>We will never ask for personal information like ID or payment for equipment upfront.</li>
<li>Official offers are sent through Docusign after a verbal offer, not via text or email.</li>
</ul>
Stay cautious and protect your personal details.
To all recruitment agencies: Oura does not accept agency resumes. Please do not forward resumes to our jobs alias, Oura employees, or any other organization's location. Oura is not responsible for any fees related to unsolicited resumes.

Inventory Accounting Manager

We are looking for an experienced Chief Financial Officer (CFO) to join our team.
Your Impact
As our CFO, you will have the opportunity to truly drive change by building working relationships with care professionals and physicians to guarantee patient satisfaction. You are seen as a strategic partner to the CEO and work as a team to optimize operational efficiency across multiple departments.
How We Help
For quality, dedicated mental health care in central California, count on Bakersfield Behavioral Healthcare Hospital. Our services are designed to treat children, adolescents, and adults dealing with the struggles of mental illness, substance misuse and dependence disorders.
Our highly trained and dedicated staff work as a team, creating individualized treatment plans aimed at effectively addressing behavioral health needs and improving the quality of life for our patients and their families. All of our staff are dedicated to providing compassionate and quality care for every Hospital patient and his or her family.
EEOC Employer. We do not discriminate against any person on the basis of race, color, national origin, sexual orientation, disability, or age in admission, treatment, or participation in its programs, services and activities, or in employment.
We participate in the E-Verify program. Follow the link for additional information. E-Verify: <a href="http://www.uscis.gov/e-verify" target="_blank">http://www.uscis.gov/e-verify</a>
Requirements
Education &amp; Experience
<ul>
<li>Bachelor’s degree in Accounting or business related field with a major in Accounting.</li>
<li>Minimum 4 years successful CFO/Controller or related experience in a healthcare setting required</li>
<li>Previous Behavioral healthcare experience highly preferred.</li>
<li>CPA or Master’s degree a plus</li>
<li>Experience working with information technology and proficiency with software packages including Excel and Word.</li>
<li>Demonstrated leadership ability.</li>
</ul>
Responsibilities
<ul>
<li>Ensures that monthly financial statements are completed timely and accurately</li>
<li>Ensures that all balance sheet accounts are reconciled on a monthly basis and in compliance with company policies and standards and that any outstanding variances are identified and corrected timely.</li>
<li>Prepares corporate required reports (including the Monthly Operating Report, Forecasts) timely and accurately.</li>
<li>Directs the operations of the Revenue Cycle to ensure that accounts receivable is collected timely and uncompensated care is kept to a minimum. Strives to achieve goals for cash collections and AR days and to reduce bad debt and denials. Routinely reviews revenue cycle metrics to proactively identify and address issues affecting the overall performance</li>
<li>Is actively involved in ensuring Front End Revenue Cycle processes are in place including ensuring the insurance verification is completed on 100% of patients, working with the Financial Counselor to ensure proper determination of patient portions and approval of any discounts or charity and proper logging of upfront collections.</li>
<li>Supervises Accounting, Patient Accounting, Health Information Management and any other departments assigned by the CEO.</li>
<li>Prepares annual capital budgets and Capital Equipment Requests. Ensures assets and related depreciation is recorded accurately and in compliance with company policies</li>
<li>Provides financial leadership and guidance to facility managers. Trains managers on financial matters and provides routine feedback regarding department performance</li>
<li>Maintains current knowledge of healthcare industry trends and changes and ensures the facility is prepared and in compliance.</li>
</ul>
Benefits
Benefits:
<ul>
<li>401(k)</li>
<li>Dental insurance</li>
<li>Employee assistance program</li>
<li>Employee discount</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Health savings account</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Vision insurance</li>
</ul>

Chief Financial Officer (CFO) - Bakersfield

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. 
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Location Palo Alto, California
Job Type: Full-time Salaried 
Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped)
We Offer:
Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry.
Essential Functions and Responsibilities:
<ul>
<li>Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry</li>
<li>Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting</li>
<li>Provide exceptional ongoing account management to existing clients to ensure their financial success</li>
<li>Complete client fact finders and update financial plans.</li>
<li>Use Redtail CRM to effectively manage both client and prospect workflow</li>
<li>Communicate client requests to the Financial Advisor.</li>
<li>Deepen client relationships and establish credibility and rapport both in-person and via phone </li>
<li>Identify potential benefits and services to enhance customer’s financial relationships.</li>
<li>Contact new/existing customers to discuss how specific investments and services can meet their needs.</li>
<li>Prepare sales presentations/proposals to explain investments and services to a potential client.</li>
<li>Complete expense reports, sales reports, (including referrals) and other paperwork.</li>
<li>Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations.</li>
<li>Attend weekly sales meeting and other meetings as required depending on position and need.</li>
<li>Manage multiple and competing priorities on a daily basis in pursuit of business objectives.</li>
</ul>
 
Qualification Requirements
<ul>
<li>2+ years of proven success in business development and sales.</li>
<li>Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment.</li>
<li>Strong verbal and written communication and presentation skills</li>
<li>Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software</li>
<li>Ability to manage, set and meet deadlines and to operate with a sense of urgency.</li>
<li>Excellent organizational and multitasking skills. </li>
<li>Exceptional problem-solving skills and attention to detail.</li>
<li>High level of professionalism with strong customer service skills.</li>
<li>Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously.</li>
</ul>
 
Certificates, Licenses, Registration
<ul>
<li>Series 7 required. Series 65/ 66 preferred.</li>
</ul>
Education / Experience
<ul>
<li>Bachelor’s degree preferred but not Required. Business related major a plus.</li>
<li>Previous experience in the independent financial services firm a plus.</li>
<li>Military experience a plus and encouraged to apply</li>
<li>Management experience a plus</li>
<li>Family business background a plus</li>
</ul>

5 Finance Jobs