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FINANCIAL SERVICES OFFICER
Posted 5 days ago
Job Viewed
Job Description
Location : City of Long Beach, CA
Job Type: Unclassified - Full-Time, Permanent
Remote Employment: Flexible/Hybrid
Job Number: TI25-043
Department: Technology & Innovation - (CL)
Opening Date: 06/30/2025
Closing Date: 7/29/2025 11:59 PM Pacific
DESCRIPTION
Appointment to this position is expected to be at or below the midpoint 138,876 of the salary range, however, the final amount will be carefully determined based on the candidate's knowledge, skills, qualifications, and an evaluation of internal equity within the organization. The City of Long Beach is seeking an experienced, creative, innovative and collaborative individual who is committed to developing and support the Department of Technology and Innovation, as a Financial Services Officer.THE COMMUNITY
The City of Long Beach is located south of Los Angeles and adjacent to Orange County, making it an idyllic location with oceanside activities, diverse culture, and a unique economy. Long Beach is home to approximately 470,000 residents living across the area's 51 square miles, including 169 parks with 26 community centers and many public spaces. This community is one of the most diverse in the United States, making it an excellent place to learn about and immerse yourself in various cultures. When you live in Long Beach, you get to enjoy the Southern California climate all year long, making surfing, hiking, golfing, and other outdoor activities popular in this area. Biking is a favorite pastime among residents, as this area is bike friendly. Walking around town is also easy, considering the City was rated the 10th "Most Walkable City" of over 100 cities globally. Long Beach features six miles of beaches and many parks and public spaces, as well as the Long Beach Convention Center, Aquarium of the Pacific, Queen Mary, and the annual IndyCar Acura Grand Prix of Long Beach.
CITY GOVERNMENT
Long Beach is a full-service Charter City formed in 1897, governed by nine City Council members who are elected by district and a mayor that is elected at-large. Elected officials also include the City Attorney, City Auditor, and City Prosecutor. The Council Members and the Mayor are subject to a three-term limit, which allows them to serve for a maximum of 12 years. The City Council appoints a City Manager and a City Clerk. The City Manager is responsible for the efficient administration of all City departments, excluding those under the direction of a separately elected official, Board or Commission.
The City Council appoints the City Manager, City Clerk, and Director of Police Oversight. The City Manager is responsible for the efficient administration of all City departments, excluding those under direction of a separately elected official, Board, or Commission. Long Beach is one of only three cities in California with its own Health Department and one of the very few municipalities with its own Utilities (Water and Gas) and Energy Resources Departments. The City is supported by a FY 2025 total budget of 3.6 billion with a General Fund budget of 752 million. More than 6,000 full- and part-time employees support municipal operations with the majority being represented by eleven recognized employee associations. To learn more about the City of Long Beach, go to:
THE DEPARTMENT
The Technology and Innovation Department (TID) plans and develops the technology infrastructure for the city and acts as a service agency to all city departments. The Department provides highly centralized information services through its 203 Full Time Equivalents (FTEs) and oversees technology consultants while operating on a FY 2025 annual budget of nearly 87.7 million. TID is organized into five bureaus: Digital Services, Enterprise Information Services, Infrastructure Services, Technology Engagement and Support, and Business Operations. The Business Operations Bureau oversees the ongoing administrative operations of the department, encompassing finance, personnel and communications. The Finance Division oversees budget development, MOU billing and development, procurement and contract management, review and processing of council letters, financial analysis and many more tasks. Additional information about the department is available at
The TID Vision: "We are the heart of a connected, secure and future ready Long Beach."
THE POSITION
The Financial Services Officer is an at-will management position reporting to the Business Operations Bureau Manager and is responsible for the leadership and oversight of the Finance Division. This is an exciting and challenging opportunity. This role provides strategic leadership and oversight of the Finance Division, which is responsible for the effective and efficient management of the Department's financial resources, including budget development, fiscal analysis, and procurement. The Financial Services Officer oversees a team of eight (8) employees and plays a critical role in ensuring the Department remains a vital partner-both internally and externally-in supporting the mission of the Department and the broader goals of the City. This position is eligible for a 9/80 alternate work schedule as well as a hybrid work schedule in accordance with the City of Long Beach Hybrid Work Program policy.
THE IDEAL CANDIDATE
The ideal candidate will have strong problem-solving and interpersonal/communication skills to navigate a myriad of financial exercises and management of the 100+ department wide contracts. As a key member of the Business Operations leadership team, their insight and collaboration, both within the Department and with external partners, will be essential to the success of the job. The ideal candidate will be committed to create a sense of trust, open communication, strong team dynamics by actively building strong employee morale.
EXAMPLES OF DUTIES
- Managing the fiscal, accounting, revenue collection and purchasing functions for the Department.
- Works with the Bureau Manager to develop, analyze and execute TIDs Memorandum of Understanding (MOU).
- Interpreting complex written information and answering questions regarding City policies, procedures, rules and regulations.
- Developing conclusions and making recommendations.
- Manages the Department's various operating funds, ensuring sufficient cash and fund balances throughout the fiscal year.
- Forecasts revenues, develops financial forecast models, maintains budgetary control records, and analyzes reserves.
- Oversee the annual fixed asset inventory for both the Department's and the City's fixed asset tracking systems.
- Negotiates and resolves sensitive and complex financial issues.
- Monitors and assists with grant applications and agreements, as needed.
- Leads all department-wide procurement efforts in compliance with the City's procurement regulations.
- Responsible for staff development, training, supervision, and evaluation of 8 employees.
- Maintains proactive communication with the department's managers on all aspects of finance.
- Developing strong internal processes to support efficient and transparent financial controls.
- Manages the administration of contract agreements according to City Municipal Code, City policies/procedures.
- Works with the bureau's management team in the development of monthly and quarterly financial reports to be presented to the Department's Senior Leadership.
- Assists the bureau manager in the development and monitoring of the Department's annual operating and capital improvement budgets.
EDUCATION
- A Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field*. Experience may be substituted for education on a year-for-year basis.
- Three (3) years of progressively responsible full-time experience in administrative or financial positions.
- One (1) year of the required experience must have been gained in supervisory capacity.
DESIRABLE QUALIFICATIONS
- Master's Degree is desirable
- Understanding of the City of Long Beach MUNIS Financial System, including Project Ledger subsidiary system/accounts.
- Excellent project management/technical skills
- Highly organized multi-tasker
- Excellent interpersonal, oral, and written communications skills
- Strong level of integrity, ethics, and good judgment
- Collaborative and inclusive management style
- Consistently exercises good judgement
- Self-motivated and results oriented
- Ability to be a thoughtful decision maker and the ability to communicate expectations and hold staff accountable for their responsibilities
- Exceptional analytical skills and attention to detail
- Dedicated to quality customer service skills
SELECTION PROCEDURE
This recruitment will close at 11:59 PM Pacific Time on July 30, 2025. To be considered, please submit an online application, including a cover letter, resume, and proof of education in PDF format. Applications that fail to include all necessary documents will be considered incomplete and will not be taken into consideration.
Applications will be reviewed for depth and breadth of experience, and for level and relatedness of education. The most qualified candidates will be invited to participate in further selection procedures. The selected candidate may be required to go through a background check and a physical examination prior to appointment. For questions regarding this recruitment, please call ( .
The City of Long Beach is an Equal Opportunity Employer . We value and encourage diversity in our workforce. The City of Long Beach is committed to creating a workplace where every employee is valued for who they are. Having our workforce reflect the diversity of our community at various levels of the organization is a continuous goal embraced by our departments, management staff, and policymakers. To support efforts of fairness and diversity, City Leadership is committed to incorporating equity and inclusion into our work by supporting staff and community partners. We are committed to promoting transparency by publishing updated demographic information for employees, including workforce diversity data and pay by race and gender.
The City of Long Beach will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act . You are not required to disclose your criminal history or participate in a background check until you receive a conditional job offer. If the City of Long Beach has concerns about a conviction that is directly related to the job after making a conditional job offer and conducting a background check, you will have the opportunity to explain the circumstances surrounding the conviction, provide evidence to mitigate concerns, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting
The City of Long Beach intends to provide reasonable accommodations in accordance with the Americans with Disabilities Act of 1990 . If a special accommodation is desired, or if you would like to request this information in an alternative format, please call ( .
The City of Long Beach is committed to maintaining fairness and transparency in our hiring practices. We believe in providing equal opportunities to all applicants and ensuring that every applicant is evaluated based on their qualifications and merit. If you believe that you have been unjustly disqualified based on minimum qualifications for an unclassified job opportunity, you have the right to appeal the decision. Find out more about the Unclassified Applicant Appeal Process by visiting .
In support of the City's Language Access Policy, bilingual skills (Spanish, Khmer and/or Tagalog) are desirable for positions interacting with the public. This information is available in an alternative format by request at the agency contact on the bulletin. If a special accommodation is desired, please contact the agency two (2) business days prior to the test, if applicable.
For technical support with your governmentjobs.com application, please contact ( .
The City of Long Beach offers its employees opportunities to grow personally and professionally. As a permanent employee, you are eligible to receive fringe benefits that include:
Retirement: California Public Employees' Retirement System (PERS) defined benefit retirement plan, which is coordinated with Social Security. The benefit is 2.5% or 2.7% (depending on hire date) @55 for "Classic" members and 2% @62 for new members as defined by PEPRA, subject to the compensation limitations set by PERS. Both the City and the employee contributes toward CalPERS retirement contributions. The city also participates in Social Security.
Health and Dental Insurance: The City offers the choice of HMO and PPO plans. The city pays major portion of the premium for employee and dependents depending on the health/ dental plan selected.
Life Insurance: City-paid term life insurance policy equal to three (3) times annual salary to a maximum of 500,000.
Disability Insurance: City-paid short-term and long-term disability insurance.
Management Physical: Annual City-paid physical examination.
Vacation: Twelve (12) vacation days after the first year of service; 15 days after four years, six months of service; 20 days after 19 years, six months of service.
Executive Leave: Forty (40) hours Executive Leave per year. The City Manager has discretion to grant an additional 40 hours each year.
Sick Leave : One day earned per month; unlimited accumulation; conversion upon retirement to cash credit toward health and/or dental insurance premiums, or to pension credits.
Holidays: Eleven (11) designated holidays per year, plus four personal holidays to be used at the employee's discretion.
Transportation Allowance: Monthly allowance is allocated by classifications below;
- Department Head 650.00
- Deputy Director/Manager/Director (Harbor/Utilities) 550.00
- Division Officer/Superintendent/ Chief of Staff / Administrator / Principal DCA 450.00
- Assistant to Executive / Executive Assistant / Executive Secretary/ Executive Support Staff 300.00
- Classic CalPERS Members: The City will contribute a maximum of up to two percent (2%) of base salary* for all qualified Classic CalPERS members.
- Public Employees' Pension Reform Act (PEPRA) CalPERS Members: Effective the second full pay period following City Council adoption, the City contribution will increase from two percent (2%) to three percent (3%) of base salary* for all qualified PEPRA CalPERS members.
Flexible/Hybrid Work Schedule: Available (subject to City Manager approval).
Paid Parental Leave: The City provides one hundred and sixty (160) hours of Paid Parental Leave at 100% of salary, for the birth, adoption or foster placement of a child, regardless of the gender, marital status or sexual orientation of the parent.
01
INSTRUCTIONS: The purpose of these supplemental questions is to derive more specific information about the qualifications of applicants for this position. Applicants must clearly demonstrate their qualifying experience. These questions will serve as the basis for qualifying candidates for advancement into the selection process. Do you understand the information in the statement above?
- Yes
- No
02
MINIMUM REQUIREMENTS TO FILE Do you hold a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field (proof required). Experience may be substituted for education on a year-for-year basis.
- Yes, I possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field and have attached it to my application.
- No, I do not possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field but I have at least seven (7) years of professional experience to substitute for the required education.
- No I do not Yes, I possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field and I do not have at least seven (7) years of professional experience to substitute for the required education.
03
Do you have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience must have been gained in supervisory capacity.
- Yes, I have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience which was gained in supervisory capacity.
- No, I do not have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience which was gained in supervisory capacity.
04
DESIRABLE QUALIFICATIONS In 200 words or less please describe your experience in MUNIS Financial System, including Project Ledger subsidiary system/accounts.
05
ADDITIONAL INFORMATION: Do you have any relatives employed by the City of Long Beach?
- Yes
- No
06
If you have any relatives that work for the City of Long Beach, please indicate their name, department, position title and relationship.
07
REQUIRED ATTACHMENTS NOTICE: I understand that required documents, such as resumes, cover letters, degrees, transcripts, certificates, or licenses, must be uploaded to my online application in PDF format at the time of filing. I also understand that any proofs submitted must contain either my name or other identifying characteristic on the form, that proof of education for academic degrees must indicate degree conferral, and that proof of education for degrees or units outside the United States must include proof of educational equivalency.
- Yes
- No
08
CERTIFICATION STATEMENT: I hereby certify that all information provided in my online application, including the Supplemental Questionnaire, is true and complete to the best of my knowledge. I acknowledge that the department may contact my current and past employers or educators to verify the information that I have provided in my application. I understand that any falsification or omission of material facts disqualifies me from further consideration for this recruitment. To certify the above statement, please type your full name below.
Required Question
Audit Manager - Financial Services
Posted 2 days ago
Job Viewed
Job Description
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities . Are you up for the challenge?
About the Team:
The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team!
For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options.
#LI-Hybrid
#LI-Onsite
We're looking for Audit Managers with experience in Financial Services industry verticals including but not limited to Banking, Private Equity, Asset Management, Insurance, & Fintech. As an Audit Manager , you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes:
- Responsibility of client relationships with a variety of clients to build positive relationships.
- Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable.
- Anticipating and addressing client concerns and resolving problems as they arise.
- Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm.
- Continue learning the latest developments and the firm's standards and policies.
- Staying on top of industry developments and their effects on client's competitive position.
Qualifications:
- 5+ years of recent and relevant public accounting external audit experience.
- Your background should have experience in external audit working with Banking, Private Equity, Asset Management, Insurance, & Fintech clients.
- Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams.
- It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion.
- You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently.
- We require experience supervising engagement team members and instructing them on completing assigned task.
- This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state.
- Ability to work additional hours as needed and travel to various client sites.
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
The application deadline for this role is 12/31/2025.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $81,000.00 - $192,000.00 per year.Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
#J-18808-LjbffrPatient Financial Services Specialist
Posted 2 days ago
Job Viewed
Job Description
Join to apply for the Patient Financial Services Specialist role at AmeriPharma
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About AmeriPharma
AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves.
- Full benefits package including medical, dental, vision, life that fits your lifestyle and goals
- Great pay and general compensation structures
- Employee assistance program to assist with mental health, legal questions, financial counseling etc.
- Comprehensive PTO and sick leave options
- 401k program
- Plenty of opportunities for growth and advancement
- Company sponsored outings and team-building events
- Casual Fridays
AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves.
AmeriPharmas Benefits
- Full benefits package including medical, dental, vision, life that fits your lifestyle and goals
- Great pay and general compensation structures
- Employee assistance program to assist with mental health, legal questions, financial counseling etc.
- Comprehensive PTO and sick leave options
- 401k program
- Plenty of opportunities for growth and advancement
- Company sponsored outings and team-building events
- Casual Fridays
As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to their prescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires a strong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program. Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner while adhering to compliance guidelines.
Schedule Details
- Location: On-Site, Laguna Hills, CA
- Hours: Monday-Friday, 5:00 AM - 1:30 PM
- Facilitate copay assistance enrollment with patients, foundations, prescriber offices, and other departments as needed.
- Tracking foundation fund availability and enrolling in a timely manner.
- Communicate with patients on available copay assistance programs and status changes.
- Reports patients refusing to pay copays or provide financial documentation for copay assistance enrollment to the Financial Assistance Supervisor
- Reports patients who do not wish to proceed to Financial Assistance Supervisor
- Other duties as assigned
- Patient-Centered Mindset: Demonstrate a strong commitment to the patient experience by providing personalized support tailored to each individual's financial needs and challenges.
- Analytical Skills: Review and assess patient information in detail to identify the most effective financial assistance options available.
- Billing Proficiency: Possess in-depth knowledge of major medical and pharmacy billing processes, with a strong understanding of Medicare Part D program structure and reimbursement models.
- Copay and Foundation Programs: Have working knowledge of copay assistance programs and nonprofit foundation support resources to help reduce patients out-of-pocket costs.
- Problem-Solving Abilities: Apply critical thinking to develop creative and effective solutions that ensure patients have access to prescribed therapies.
- Time Management: Prioritize tasks effectively and manage time efficiently to maximize impact and maintain workflow momentum.
- Team Collaboration: Thrive in both independent and team environments, collaborating seamlessly with cross-functional departments to support comprehensive patient care.
- Adaptability: Demonstrate a willingness to quickly learn and adapt to evolving practices in both major medical and pharmacy billing.
- Multitasking: Ability to effectively manage multiple tasks in a dynamic, fast-paced environment with shifting priorities.
- Associates Degree or equivalent experience in a related field
- Medical Software Experience: Prior experience using medical record systems and software.
- Relevant Background: Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator is highly preferred.
- Copay & Foundation Knowledge: Strong understanding of copay assistance programs and foundation-based financial support.
- Industry Experience: Prior experience in a specialty pharmacy, specialty home infusion setting, or a similar healthcare environment is a plus.
- Therapeutic Expertise: Prior experience with immunoglobulin (IG) therapies, oncology treatments, and related billing processes is highly preferred.
- Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills.
- Time Management: Proven ability to work well under pressure and effectively prioritize tasks.
- Problem-Solving: Proactive and resourceful problem solver with a patient-centered, customer-first mindset.
- Organizational Skills: Highly organized and detail-oriented in managing complex workflows.
- Technical Proficiency: Skilled in Microsoft Office Suite and Google Workspace (Gmail, Google Chat, Drive, Calendar, Docs, Sheets).
- Tech Savvy: Strong computer skills with the ability to quickly learn and navigate new systems and platforms.
Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus.
EEO Statement
The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class. Seniority level
- Seniority level Entry level
- Employment type Other
- Job function Accounting/Auditing and Finance
- Industries Hospitals and Health Care
Referrals increase your chances of interviewing at AmeriPharma by 2x
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#J-18808-LjbffrPatient Financial Services Specialist
Posted 2 days ago
Job Viewed
Job Description
AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves.
AmeriPharma's Benefits
- Full benefits package including medical, dental, vision, life that fits your lifestyle and goals
- Great pay and general compensation structures
- Employee assistance program to assist with mental health, legal questions, financial counseling etc.
- Comprehensive PTO and sick leave options
- 401k program
- Plenty of opportunities for growth and advancement
- Company sponsored outings and team-building events
- Casual Fridays
Job Summary
As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to their prescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires a strong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program. Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner while adhering to compliance guidelines.
Schedule Details
- Location: On-site, Laguna Hills, CA
- Hours: Monday-Friday, 5:00 AM - 1:30 PM
Duties and Responsibilities
- Facilitate copay assistance enrollment with patients, foundations, prescriber office's, and other departments as needed.
- Tracking foundation fund availability and enrolling in a timely manner.
- Communicate with patients on available copay assistance programs and status changes.
- Reports patients refusing to pay copays or provide financial documentation for copay assistance enrollment to the Financial Assistance Supervisor.
- Reports patients who do not wish to proceed to Financial Assistance Supervisor.
- Other duties as assigned
Required Qualifications
- Patient-Centered Mindset: Demonstrate a strong commitment to the patient experience by providing personalized support tailored to each individual's financial needs and challenges.
- Analytical Skills: Review and assess patient information in detail to identify the most effective financial assistance options available.
- Billing Proficiency: Possess in-depth knowledge of major medical and pharmacy billing processes, with a strong understanding of Medicare Part D program structure and reimbursement models.
- Copay and Foundation Programs: Have working knowledge of copay assistance programs and nonprofit foundation support resources to help reduce patients' out-of-pocket costs.
- Problem-Solving Abilities: Apply critical thinking to develop creative and effective solutions that ensure patients have access to prescribed therapies.
- Time Management: Prioritize tasks effectively and manage time efficiently to maximize impact and maintain workflow momentum.
- Team Collaboration: Thrive in both independent and team environments, collaborating seamlessly with cross-functional departments to support comprehensive patient care.
- Adaptability: Demonstrate a willingness to quickly learn and adapt to evolving practices in both major medical and pharmacy billing.
- Multitasking: Ability to effectively manage multiple tasks in a dynamic, fast-paced environment with shifting priorities.
Education and Experience Requirements
- Associate's Degree or equivalent experience in a related field
Preferred Qualifications
- Medical Software Experience: Prior experience using medical record systems and software.
- Relevant Background: Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator is highly preferred.
- Copay & Foundation Knowledge: Strong understanding of copay assistance programs and foundation-based financial support.
- Industry Experience: Prior experience in a specialty pharmacy, specialty home infusion setting, or a similar healthcare environment is a plus.
- Therapeutic Expertise: Prior experience with immunoglobulin (IG) therapies, oncology treatments, and related billing processes is highly preferred.
- Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills.
- Time Management: Proven ability to work well under pressure and effectively prioritize tasks.
- Problem-Solving: Proactive and resourceful problem solver with a patient-centered, customer-first mindset.
- Organizational Skills: Highly organized and detail-oriented in managing complex workflows.
- Technical Proficiency: Skilled in Microsoft Office Suite and Google Workspace (Gmail, Google Chat, Drive, Calendar, Docs, Sheets).
- Tech Savvy: Strong computer skills with the ability to quickly learn and navigate new systems and platforms.
AmeriPharma's Mission Statement
Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus.
EEO Statement
The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.
Financial Services Representative II-Bilingual
Posted today
Job Viewed
Job Description
*Applicants must be fluent in Mandarin and Cantonese
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there’s no stopping you!
Job Title: Financial Services Representative II Job Description:Summary:
Financial Services Representative II serves as the bank’s more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets.
As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker, this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships.
Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow-up with clients to assure resolution.
Actively participates in training programs to maintain and acquire additional job knowledge and skills.
Complies with all department and company policies, procedures, audit guidelines, and regulations.
Assists in opening and closing the branch, following procedures set by corporate security.
Other duties as required.
Qualifications:
Excellent interpersonal, customer service, and sales skills.
Present professional appearance and demeanor including excellent phone etiquette.
Strong work ethic with the ability to think through and rationalize decisions.
Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment.
Strong oral and written communication skills.
Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.
Organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently.
Familiar with a variety of account ownerships, both personal and business, to effectively assist customers’ needs in opening accounts and obtaining required documentation.
Familiar with consumer loan applications, products, and process if applicable.
Must be willing to travel up to 10% of the time to assist coverage with other local branches.
Supervisory Responsibilities:
None
Education and/or Experience:
High School diploma or equivalent
Associates degree in business related field or two years related experience
Minimum of two years banking experience required
Experience working in an environment with individual and team goals preferred
Customer service experience required
Computer and Software Skills:
Skilled in operation of a personal computer, including Microsoft Word and Excel.
Google Suite
IBS
Salesforce
Certificates, Licenses and Registrations:
Notary License as needed by the branch
COMPENSATION
Salary Range: $22.50 - $27.00 per hour. Amount is based on relevant experience, skills, and competencies.
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at .
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE . To learn more about the LA County Fair Chance Ordinance, click on this English or Spanish poster.
Financial Services Representative II-Bilingual
Posted 1 day ago
Job Viewed
Job Description
*Applicants must be fluent in Mandarin and Cantonese
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there’s no stopping you!
Job Title: Financial Services Representative II Job Description:Summary:
Financial Services Representative II serves as the bank’s more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets.
As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker, this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships.
Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow-up with clients to assure resolution.
Actively participates in training programs to maintain and acquire additional job knowledge and skills.
Complies with all department and company policies, procedures, audit guidelines, and regulations.
Assists in opening and closing the branch, following procedures set by corporate security.
Other duties as required.
Qualifications:
Excellent interpersonal, customer service, and sales skills.
Present professional appearance and demeanor including excellent phone etiquette.
Strong work ethic with the ability to think through and rationalize decisions.
Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment.
Strong oral and written communication skills.
Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.
Organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently.
Familiar with a variety of account ownerships, both personal and business, to effectively assist customers’ needs in opening accounts and obtaining required documentation.
Familiar with consumer loan applications, products, and process if applicable.
Must be willing to travel up to 10% of the time to assist coverage with other local branches.
Supervisory Responsibilities:
None
Education and/or Experience:
High School diploma or equivalent
Associates degree in business related field or two years related experience
Minimum of two years banking experience required
Experience working in an environment with individual and team goals preferred
Customer service experience required
Computer and Software Skills:
Skilled in operation of a personal computer, including Microsoft Word and Excel.
Google Suite
IBS
Salesforce
Certificates, Licenses and Registrations:
Notary License as needed by the branch
COMPENSATION
Salary Range: $22.50 - $27.00 per hour. Amount is based on relevant experience, skills, and competencies.
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at .
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE . To learn more about the LA County Fair Chance Ordinance, click on this English or Spanish poster.
Senior Financial Services Officer- Anaheim
Posted 3 days ago
Job Viewed
Job Description
Senior Financial Services Officer- Anaheim Join to apply for the Senior Financial Services Officer- Anaheim role at Banc of California Continue with Google Continue with Google Senior Financial Services Officer- Anaheim 4 days ago Be among the first 25 applicants Join to apply for the Senior Financial Services Officer- Anaheim role at Banc of California Get AI-powered advice on this job and more exclusive features. Sign in to access AI-powered advices Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. How You’ll Make a Difference Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services. Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs. Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies. Maintain a high-level knowledge of legal documentation required for various entity types. Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision. Input new accounts on IBS and submit complete package. Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager. Provide assistance with end of day closing, to include cash balancing (vault & ATM). Assist with processing and scanning of daily Teller work. Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products. Help with the training and onboarding of new team members. Participate and contribute to the branch’s overall goals. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. What You’ll Bring 2 years in new accounts required. 4 year in Branch Banking Operations is required. High School Diploma or equivalent is required. Solid understanding of Treasury Management including wire procedures and policies is required. Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required. Detailed and accurate with ability to organize and prioritize is required. Ability to take on some operational responsibility. Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required. Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required. Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required. Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required. Accountable for handling appropriate level of risk and making decisions appropriate to level is required. How We’ll Support You Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Banc of California by 2x Get notified about new Financial Services Officer jobs in Anaheim, CA . 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Senior Financial Services Officer- Brea
Posted 7 days ago
Job Viewed
Job Description
BOC - Brea Branch 220 S State College Blvd Brea, CA 92821, USA BOC - Brea Branch 220 S State College Blvd Brea, CA 92821, USA Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.TOGETHER WE WIN THE OPPORTUNITY The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services. Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs. Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies. Maintain a high-level knowledge of legal documentation required for various entity types. Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision. Input new accounts on IBS and submit complete package. Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager. Provide assistance with end of day closing, to include cash balancing (vault & ATM). Assist with processing and scanning of daily Teller work. Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products. Help with the training and onboarding of new team members. Participate and contribute to the branch’s overall goals. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING 2 years in new accounts required. 4 year in Branch Banking Operations is required. High School Diploma or equivalent is required. Solid understanding of Treasury Management including wire procedures and policies is required. Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required. Detailed and accurate with ability to organize and prioritize is required. Ability to take on some operational responsibility. Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required. Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required. Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required. Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required. Accountable for handling appropriate level of risk and making decisions appropriate to level is required. HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision,AD&D, supplemental life,long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offertuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Qualifications Skills Behaviors : Motivations : Education Experience Licenses & Certifications Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
Tax Manager - Personal Financial Services
Posted 8 days ago
Job Viewed
Job Description
**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Youll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. Youll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
5 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials.
+ Supervising teams to create an atmosphere of trust;
+ Seeking diverse views to encourage improvement and innovation; and,
+ Coaching staff including providing timely meaningful written and verbal feedback.
Learn more about how we work: o/how-we-work
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: o/H-1B-Lottery-Policy.
As PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: o/us-application-deadlines
The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: o/benefits-at-a-glance
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Senior Financial Services Officer- Brea
Posted 1 day ago
Job Viewed
Job Description
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
+ Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
+ Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank's CIP/BSA and other Bank policies.
+ Maintain a high-level knowledge of legal documentation required for various entity types.
+ Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.
+ Input new accounts on IBS and submit complete package.
+ Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
+ Provide assistance with end of day closing, to include cash balancing (vault & ATM).
+ Assist with processing and scanning of daily Teller work.
+ Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
+ Help with the training and onboarding of new team members.
+ Participate and contribute to the branch's overall goals.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ 2 years in new accounts required.
+ 4 year in Branch Banking Operations is required.
+ High School Diploma or equivalent is required.
+ Solid understanding of Treasury Management including wire procedures and policies is required.
+ Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required.
+ Detailed and accurate with ability to organize and prioritize is required.
+ Ability to take on some operational responsibility.
+ Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required.
+ Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required.
+ Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.
+ Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required.
+ Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required.
+ Accountable for handling appropriate level of risk and making decisions appropriate to level is required.
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.