19 Financial Services jobs in Agoura Hills
Relationship Banker - Ventura Valley Market - Agoura Hills, CA
Posted 37 days ago
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Job Description
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
- Delivers an exceptional customer experience by acting with a customer-first attitude
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
- 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED, or foreign equivalent
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
- Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
- College degree or military equivalent
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking requirements
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Agoura Hills,CA $22.50 - $30.29 / hour
Financial Services Associate I
Posted today
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Job Description
In keeping with the PHC philosophy, the Financial Services Associate I serves as the liaison for patients and provides education to patients regarding insurance coverage and guidelines. The Financial Services Associate I will evaluate insurance options and clinical services to meet the needs of the patients. The Financial Services Associate I is responsible for the tracking of insurance requirements, ensuring accurate documentation of completed requirements in GE, pre-authorizations, complete the check out process with patients included cash collections. The role will promote quality, cost-effective outcomes, managing financial and clinical care needs through the continuum of care utilizing effective verbal and written communication skills. The Financial Services Associate is responsible for facilitating a positive patient experience through coordination and advocacy in terms of obtaining financial clearance, required pre-certifications, authorizations and/or referrals, identifying eligibility for payment assistance programs/preparing payment plans and other interactions with the patient. The Financial Services Associate will also provide support with other clinic activities when needed. PHC is committed to excellent patient care and service. We strive to develop cohesive teams where all levels of employees can work together. That being said, we have developed the job descriptions to define the primary tasks and responsibilities. However, it does not preclude all staff to support the functions of the entire clinic. Some PSA and FSAs may be asked to do work that is outside their daily assignments, especially when working in smaller locations or when trying to address staff vacancies. This team approach will support our goal of keeping the Patient as our focus.
**Qualifications**
6 months experience working in an outpatient/physician office environment including financial counseling , insurance verification and authorization. 6 months experience working in an outpatient/physician office environment including financial counseling , insurance verification and authorization. Knowledge of payer and regulatory guidelines for medical insurance claims processing and reimbursement. Knowledge of the processes and procedures related to the eligibility requirements of various insurance entities including government and private payers. Thorough knowledge of Medicare, Medi-Cal, Physicians Choice and CenCal. Knowledge of payer and regulatory guidelines for medical insurance claims processing and reimbursement. Knowledge of the processes and procedures related to the eligibility requirements of various insurance entities including government and private payers. Thorough knowledge of Medicare, Medi-Cal, Physicians Choice and CenCal. Strong customer service skills. Communicates effectively and works cooperatively with others. Strong computer skills Ability to prioritize multiple tasks Demonstrates ability to work closely with physicians to ensure quality in delivery of clinic services as related to patient care and front desk procedures are required Must possess a proactive flexible approach to problem solving Ability to lead and participate in teams Ability to execute directives toward established goals Ability to meet deadlines and work well under pressure while maintaining attention to detail and a positive outlook/attitude Ability to interpret patient invoices Strong customer service skills. Communicates effectively and works cooperatively with others. Strong computer skills Ability to prioritize multiple tasks Must possess a proactive flexible approach to problem solving Ability to lead and participate in teams Ability to meet deadlines and work well under pressure while maintaining attention to detail and a positive outlook/attitude Ability to interpret patient invoices **Overview**
Dignity Health's Pacific Central Coast Health Centers (PHC) is a non-profit Community clinic organization comprised of more than 40 health centers located primarily from Ventura to Templeton, spanning the coast. Our experienced physicians and advanced practice providers offer a wide range of primary and specialty care services. PHC is a part of Dignity Health Central Coast's award-winning network of outstanding hospitals, imaging centers, laboratories, and post-acute services.
One Community. One Mission. One California
**Pay Range**
$24.00 - $29.30 /hour
We are an equal opportunity/affirmative action employer.
AWS Sr. Account Manager, Financial Services Greenfield, U.S. Financial Services
Posted 4 days ago
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Job Description
Amazon Web Services ("AWS") is the world's most comprehensive and broadly adopted cloud platform. AWS offers over 200 fully featured services to millions of active customers around the world-including the fastest-growing startups, largest enterprises, and leading government agencies-to power their infrastructure.
AWS is seeking a world class sales professional to join the Americas Greenfield Financial Services team. The account manager will be responsible for providing business leadership and management of assigned accounts. The person will work hand-in-hand with the account team to achieve the customer's business goals and accelerate the customer's transition to the public cloud.
The individual will build key customer relationships including with the customer's CXOs, assess the customer's largest business challenges, progress sales opportunities through to close and activation, align AWS resources, and curate solutions for the customer based on where they are at in their technology evolution.
Key job responsibilities
Drive digital transformation through meaningful engagement with C-level executives, IT leaders, architects, developers, and various lines of businesses within your customers. In this role, you will represent the entire portfolio of AWS products and services across the strategic accounts you manage within the Enterprise Financial Services customer market segment. With AWS, our customers benefit from the fastest pace of innovation, the broadest and deepest functionality, the most secure computing environment, and the most proven operational expertise.
- Drive revenue and increase market share in a defined set of accounts.
- Meet or exceed quarterly revenue targets.
- Develop and execute a plan to grow the AWS footprint within your set of accounts.
- Manage numerous accounts concurrently & strategically.
- Create & articulate compelling value propositions around AWS services.
- Accelerate customer adoption through well-developed sales engagements and successful go-to-market strategy to achieve customer outcomes.
- Maintain a robust sales pipeline.
- Work with partners to extend reach & drive adoption.
- Ensure customer satisfaction.
A day in the life
Be a critical part of a team focused on increasing adoption of Amazon Web Services by developing a set of named customers. As a Enterprise Greenfield Account Manager at AWS, you will have the exciting opportunity to directly impact the growth and shape of emerging technologies. Your responsibilities will include driving revenue, adoption, and market saturation in our largest customers. With an emphasis on growing Accounts with minimal AWS adoption, who have large spend potential.
About the team
Enterprise Greenfield is a team of Field Sellers, made up of 150+ Account Managers and 350+ cross functional team members in the United States, who work toward the collective goal of solving challenges and innovating new ways to enable our customers to achieve their desired outcomes for their customers. We are at the forefront of emerging technology that may seem unimaginable now, but will be tomorrow's standard.
About AWS
Diverse Experiences
Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why flexible work hours and arrangements are part of our culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon conferences, inspire us to never stop embracing our uniqueness.
Mentorship and Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Basic Qualifications
- 7+ years of direct sales or business development in software, cloud or SaaS markets selling to C-level executives experience
Preferred Qualifications
- 5+ years of building profitable partner ecosystems experience
- Experience developing detailed go to market plans
- Experience building long term relationships with Financial Services companies.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $128,600/year in our lowest geographic market up to $212,600/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. This position is eligible for variable pay via a sales compensation plan. These plans pay according to achievement level against sales targets and/or business objectives. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
Financial Services - Global Compliance and Reporting - Real Estate - Tax Manager
Posted today
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Location: Anywhere in country. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a Real Estate Tax Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of engaging colleagues, as well as plenty of opportunities to progress your career.
The OpportunityOur tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.
Your Key ResponsibilitiesThere isn't an average day for a Real Estate Tax Manager so you're likely to spend your time on a diverse array of tax consulting and compliance projects, responsibilities, and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Skills and Attributes for Success- Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights.
- Identifying potential opportunities and risks and communicating these to our clients.
- Learning and researching current market trends, to maintain your credibility as a trusted advisor.
- Building client relationships and demonstrating your knowledge of the real estate, hospitality and construction industry.
- Developing clear, intelligent plans and approaches to improve our clients' tax activities.
- Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs.
- Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential.
- A bachelor's degree in Accounting, Finance, Business or a related discipline.
- CPA required, or be a member of a state bar.
- CPA required for advancement.
- A minimum of 4 years relevant experience.
- Professional knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring.
- Experience managing budgets, people and projects.
- A proven record of excellence in a professional services or tax organization.
- Technical writing and research experience in a tax context.
- The ability to prioritize when working on multiple complex projects.
- Strong influencing skills, and the confidence to question existing processes.
- Willingness to travel as needed, and working in a balanced hybrid environment.
We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources.
What We Offer YouAt EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $116,200 to $12,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 139,400 to 242,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
Posted today
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Job Description
Location: Anywhere in the country. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The OpportunityEY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry.
Your Key ResponsibilitiesA senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professionals serving clients, based on their time demands, as one team.
Responsibilities include:
- Support new and existing client relationships
- Provide compliance and consulting delivery services to meet deadlines for client deliverables
- Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
- Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
- Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
- Develop, document, and gain cross functional alignment on processes to support processes and internal teams
- Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities
- Maintain internal network by providing technical assistance to others within EY in area of expertise
- Provide professional direction and day-to-day supervision to staff members
- Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
- Provide effective leadership, formal and informal feedback, and coaching to staff
Experience identifying tax related issues and developing recommended solutions via research and/or position development
Experience interacting with clients on a regular basis in the delivery of services
Experience managing team members delivering tax consulting and compliance projects for clients
Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations
Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
Ability to manage multiple work assignments and deadlines simultaneously
Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information
To Qualify for the Role You Must HaveBachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry
Broad exposure to federal income taxation and exposure to state and local tax
Excellent teaming, leadership, organizational, and verbal/written communication skills
What We Look ForWe're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What We Offer YouWe offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $25,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 91,100 to 142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information.
US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Senior Manager
Posted 2 days ago
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Join to apply for the US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Senior Manager role at EY
US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Senior Manager14 hours ago Be among the first 25 applicants
Join to apply for the US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Senior Manager role at EY
Location: Anywhere in Country
At EY, were all in to shape your future with confidence.
Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Seasonal Tax Senior Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO
EY is the only professional services firm with a separate business unit (FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
The opportunity
EY is currently seeking experienced seasonal tax professionals. Youll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
Your Key Responsibilities
As a seasonal tax senior manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
Skills And Attributes For Success
- A strategic eye toward prioritizing when working on multiple complex projects
- Influencing skills, and the confidence and curiosity to question existing processes
- Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns
- Familiarity with taxable income allocations
- Experience with corporate tax extension requests for corporate tax returns
- The ability to produce technical writing and research in a tax context
- Comfort with working remotely in a virtual team environment
- Valid US Certified Public Accountant (CPA) license or active state bar membership
- A bachelor's degree in Accounting, Finance, Business or a related discipline
- A minimum of 7 years of relevant investment or operating partnership tax compliance experience
- A proven record of excellence in a professional services or tax organization
- Knowledge in partnership tax technical and transactional skills
Ideally, you'll also have
- A proven record of excellence in public accounting in a top or mid-tier firm
- Experience with hedge funds or private equity funds preferred
What We Look For
Were interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. Were looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
What We Offer You
At EY, well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
- The salary range for this job in all geographic locations in the US is $120/hr to $50/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EYs Talent Shared Services Team (TSS) or email the TSS at Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
- Industries Professional Services
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#J-18808-LjbffrPatient Access Services- Financial Counselor
Posted 10 days ago
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Job Summary
As a Patient Access Services-Financial Counselor, you will be the liaison between insurance verification, and case management to ensure proper reimbursement on Emergency Room an Inpatient accounts. Responsible for ensuring all accounts are accurate. Responsible for insurance verification and obtaining authorizations when required. Collects copays, deductibles, or deposits for cash pay patients and makes financial arrangements as needed. Obtains authorizations when required.
Responsibilities:
- Responsible for ensuring all in-house accounts are accurate.
- Obtains and copies insurance cards and updates all financial data in the patient account
- Properly appropriates the correct payor, financial class, and billing information for each registered account
- Document notes to billing that are pertinent to getting claims paid
- Ensures accounts are properly documented with authorizations and reference numbers
- Review utilization management notes to ensure that concurrent reviews have been done
- Refers all accounts needing concurrent review to case management
- Review in-house report daily to ensure reimbursements
- Refers all problem accounts to appropriate parties such as verification, case management, supervisor, or manager
- Ensures follow-ups for all inpatient accounts is done in a timely manner
- Obtains signatures from patients for consent and financial responsibility
- Helps in registration when needed
- Responsible for insurance verification and obtaining authorizations when required.
- Identifies the payor source and verifies insurance for all payors
- Documents the insurance verification in the patient's account
- Obtains authorizations when required and documents calls in the patient account
- Collects copays, deductibles, or deposits for cash pay patients and makes financial arrangements as needed
- Collects copays/deductibles/deposits
- Refers patients to appropriate resources to ensure financial reimbursement
- Notifies patients of non-covered services, and offers alternatives or advises patients of financial requirements for visit, admission, or continued stay
- Identifies problem accounts and notifies supervisor
- Maintains a professional atmosphere in the department
- Responds to patients in a courteous and respectful manner
- Answers the telephone in a prompt, courteous manner identifying their name, and the department they are working in
- Extends special attention and sensitivity to all patients, visitors, physicians, and fellow employees
- Assists in maintaining an atmosphere of cooperation with other departments and allied professionals
- Demonstrates the ability to participate in and/or implement team decisions
- Works together in a spirit of teamwork
- Demonstrates the ability to adapt to varied age-specific patient populations
- Maintains confidentiality regarding patient/employee/facility information 100% of the time
- Attends and participates in meetings and is responsible for all information communicated at meetings
- Attends all hospital mandatory in-services on a timely basis as scheduled
- Participates as an active team member at all staff meetings
- Reads all communications and acts upon in a positive and informative manner
Experience:
- Minimum two (2) years of experience in healthcare, insurance, or a related field.
- Experience in an inpatient or outpatient admissions setting or a physician’s office is preferred.
- Knowledge of patient accounting, insurance payor systems, and medical terminology.
- Strong communication skills, both written and verbal, to interact with patients, payers, and hospital staff.
- Ability to work both independently and as part of a team.
- Computer literacy required.
- Bilingual (Spanish) preferred.
Education:
- High School diploma or equivalent required
- Some college coursework, Certified Patient Account Technician certification, or medical terminology course preferred
Licensure/ Certification:
- Must successfully complete and maintain LA City Fire Card certification within the first 30 days of employment
- Must successfully complete and maintain Managing Aggressive Behavior certification within 30 days of employment
Salary Range: $24.00 - $27.87 per hour
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Patient Access Services- Financial Counselor, Evenings Tue-Sat
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About Valley Presbyterian Hospital. Valley Presbyterian Hospital is a beacon of health in the San Fernando Valley committed to providing outstanding care and improving community health. We are seeking an experienced and detail-oriented Patient Access Patient Access, Financial, Counselor, Patient, Service, Insurance, Healthcare
Director, Cost & Financial Planning
Posted 4 days ago
Job Viewed
Job Description
**General Responsibilities**
+ Directs cost and financial planning and analysis activities to identify risks and opportunities and contribute to the achievement of the organization's short and long-term financial goals
+ Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the Company's portfolio of businesses
+ Routinely communicate business unit and company consolidated financial and operational performance trends, historical and forecasted, using appropriate metrics
+ Suggest trends, resulting implications, key actions, and strategic implications
+ Lead scenario modeling efforts for the development and growth of the portfolio
+ Participate as a key thought leader of the global finance team, influencing decision making, identifying finance priorities, managing directly and indirectly - finance staff in multiple locations
+ Influence the accuracy and effectiveness of the corporate accounting consolidation and closing process and treasury operations through analytical review and trend analysis
+ Develop and execute processes to allow for routine analytical reviews of company financial and operational performance, leveraging business unit analytical resources and tools
+ Support the strategic business planning process
+ Directs, coaches, and develops a team of financial professionals to ensure financial planning and analysis projects are conducted credibly and that recommendations and reports are accurate and timely
**Experience / Qualifications**
+ A university degree required (i.e. Bachelors degree) or equivalent relevant work experience.
+ Ability to lead, coach, and develop team members
+ Holds self and others accountable to achieving goals and standards
+ Ability to work in a fast-paced environment to handle multiple competing tasks and demands
+ Strong communication skills; oral, written and presentation
+ Strong organization, planning and time management skills to achieve results
+ Strong personal and professional ethical values and integrity
+ Proficient in Microsoft Office programs (Outlook, Word, PowerPoint, and Excel)
+ Strong interpersonal & collaboration skills to work effectively with all levels of the organization including suppliers and/or external customers
#LI-JL1 #LI-Onsite
# Base Salary Range:
$165,300.00 - $227,370.00
_At Sensata, our employees are the key to our success and growth. We recognize that each individual brings their own unique experience, therefore the base salary range information shown above is a general guideline only. Sensata considers several factors when extending an offer, including, but not limited to, a candidate's experience and qualifications, as well as internal equity, market and business considerations. In addition to base salary, Sensata offers competitive medical, dental, vision, life and disability insurance plans, along with education reimbursement, wellness programs, a 401(k) retirement plan with Company matching, and a variety of paid time off, such as vacation or flex-time, sick, bereavement, and parental leave. Certain positions are also eligible for short-term incentive and long-term incentive programs._
This position requires eligibility to obtain authorization under the International Traffic in Arms Regulations (ITAR) and/or the Export Administration Regulations (EAR). Non-US Persons, as defined in the ITAR and EAR, may not be eligible to obtain authorization.
# Smarter _Together_
+ Collaborating at Sensata means working with some of the world's most talented people in an **enriching environment** that is constantly pushing towards the next best thing
+ Employees work across functions, countries and cultures gaining **new perspectives** through mutual respect and open communication
+ As OneSensata, we are working together to make things work together
Click here to view Sensata Recruitment Privacy Statement ( here to view our Sensata Recruitment Privacy Statement for China ( If you are a current Sensata employee (or one of our Affiliates), please** **back out of this application** **and log into Workday via the Company Intranet to apply directly. Type "FIND JOBS" in the Workday search bar.**
Return to Sensata.com
**Read our Fraud Advisory ( // Sensing is what we do.
In fact, our name Sensata comes from the Latin word sensate for 'those gifted with sense'. Our focus on sensing is also reflected in our logo, which spells Sensata in Braille.
Sensata Technologies is a global industrial technology company striving to create a safer, cleaner, more efficient and electrified world. Through its broad portfolio of mission-critical sensors, electrical protection components and sensor-rich solutions, Sensata helps its customers address increasingly complex engineering and operating performance requirements. With more than 19,000 employees and global operations in 15 countries, Sensata serves customers in the automotive, heavy vehicle & off-road, industrial, and aerospace markets.
Learn more at **sensata.com** and follow Sensata on LinkedIn ( , Facebook ( , **Instagram ( and X ( .
# Note to applicants for positions in the United States:
+ Sensata Technologies, Inc. (US) is proud to be an Equal Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran or any other basis protected by federal, state or local law.
+ View The EEO is the Law poster ( and its supplement ( .
+ Sensata Technologies, Inc. (US) participates in E-Verify. View the E-Verify posters ( you are an individual who requires a reasonable accommodation in connection with the hiring process and/or to perform the essential functions of the position for which you applied, please make a request to the recruiter or contact
# Diversity Statement
We are dedicated to ensuring our employees feel a sense of belonging ( and respect every day. We believe that every individual has unique insights that others can learn from. Working at Sensata means you can bring your whole self to the table. Our goal is to achieve fair representation of women, minorities, veterans, people with disabilities, and all types of diversity among all levels in our organization.
Note to applicants for positions in the United States:
Sensata Technologies, Inc. (US) is proud to be an Equal Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, protected veteran status, disability or any other basis protected by federal, state or local law.
View The EEO is the Law poster and its supplement Technologies, Inc. (US) participates in E-Verify. View the E-Verify posters
Director, Cost & Financial Planning (Thousand Oaks)
Posted 1 day ago
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Job Description
Join to apply for the Director, Cost & Financial Planning role at Sensata Technologies
Join to apply for the Director, Cost & Financial Planning role at Sensata Technologies
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Direct message the job poster from Sensata Technologies
Sr. Talent Partner, US TA Lead at Sensata TechnologiesThe Director, Cost & Financial Planning is responsible for analyzing trends and metrics, and designing and executing project plans to convert analysis to action plans and solutions. The position will also be responsible for developing timely, accurate, and actionable data and analysis to help guide the business.
General Responsibilities
- Directs cost and financial planning and analysis activities to identify risks and opportunities and contribute to the achievement of the organization's short and long-term financial goals
- Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the Companys portfolio of businesses
- Routinely communicate business unit and company consolidated financial and operational performance trends, historical and forecasted, using appropriate metrics
- Suggest trends, resulting implications, key actions, and strategic implications
- Lead scenario modeling efforts for the development and growth of the portfolio
- Participate as a key thought leader of the global finance team, influencing decision making, identifying finance priorities, managing directly and indirectly - finance staff in multiple locations
- Influence the accuracy and effectiveness of the corporate accounting consolidation and closing process and treasury operations through analytical review and trend analysis
- Develop and execute processes to allow for routine analytical reviews of company financial and operational performance, leveraging business unit analytical resources and tools
- Support the strategic business planning process
- Directs, coaches, and develops a team of financial professionals to ensure financial planning and analysis projects are conducted credibly and that recommendations and reports are accurate and timely
- A university degree required (i.e. Bachelors degree) or equivalent relevant work experience.
- Ability to lead, coach, and develop team members
- Holds self and others accountable to achieving goals and standards
- Ability to work in a fast-paced environment to handle multiple competing tasks and demands
- Strong communication skills; oral, written and presentation
- Strong organization, planning and time management skills to achieve results
- Strong personal and professional ethical values and integrity
- Proficient in Microsoft Office programs (Outlook, Word, PowerPoint, and Excel)
- Strong interpersonal & collaboration skills to work effectively with all levels of the organization including suppliers and/or external customers
$165,300.00 - $27,370.00
At Sensata, our employees are the key to our success and growth. We recognize that each individual brings their own unique experience, therefore the base salary range information shown above is a general guideline only. Sensata considers several factors when extending an offer, including, but not limited to, a candidates experience and qualifications, as well as internal equity, market and business considerations. In addition to base salary, Sensata offers competitive medical, dental, vision, life and disability insurance plans, along with education reimbursement, wellness programs, a 401(k) retirement plan with Company matching, and a variety of paid time off, such as vacation or flex-time, sick, bereavement, and parental leave. Certain positions are also eligible for short-term incentive and long-term incentive programs.
This position requires eligibility to obtain authorization under the International Traffic in Arms Regulations (ITAR) and/or the Export Administration Regulations (EAR). Non-US Persons, as defined in the ITAR and EAR, may not be eligible to obtain authorization.
SmarterTogether
- Collaborating at Sensata means working with some of the worlds most talented people in an enriching environment that is constantly pushing towards the next best thing
- Employees work across functions, countries and cultures gaining new perspectives through mutual respect and open communication
- As OneSensata, we are working together to make things work together
Click here to view our Sensata Recruitment Privacy Statement for China
NOTE: If you are a current Sensata employee (or one of our Affiliates), please back out of this application and log into Workday via the Company Intranet to apply directly. Type FIND JOBS in the Workday search bar.
Seniority level
- Seniority level Director
- Employment type Full-time
- Job function Finance and Sales
- Industries Motor Vehicle Manufacturing, Aviation and Aerospace Component Manufacturing, and Appliances, Electrical, and Electronics Manufacturing
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