91 Pricewaterhousecoopers jobs in Atlanta

Key Role in Customer Engagement

We are seeking highly motivated and entrepreneurial individuals to join our dynamic team as dedicated Local Service Associates. This unique opportunity combines tax expertise with community engagement to help customers navigate their financial needs.

About the Position:

This role requires working on-site from a designated location, serving customers both in-person and virtually using professional tax preparation software. You will leverage your tax knowledge to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to connect with customers and demonstrate understanding of their financial concerns is crucial in alleviating stress and building trust.

You will play a key role in growing our client base within the local community, establishing long-term relationships, and driving customer loyalty. We provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.

This position is nonexempt and requires onsite presence at a designated location on a seasonal basis.

Responsibilities:

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador - Embody a

Account Executive, Financial Services
Job Description:
You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now what? You will have a front row seat to influencing the success of our company. Our software makes life easier for small to midsized business and you will be the trusted advisor partnering with prospects to do so. You'll do this by working closely with our SDR's, building pipeline and managing the sales process with customers.
This is a hybrid role - 3 days per week in one of our offices.
First 90 days:
With one-on-one support from your leader, you'll learn the Sage landscape, have virtual training on our products and shadow your fellow teammates. You will start prospecting and managing deals on your own while also start to close deals on your own.
Minimum qualifications:
- 3+ years of quota carrying software or technology sales and account management experience
- 2+ years managing and closing complex sales-cycles
- Experience selling business software to C-level executives
- A strong business aptitude with proven success of net new logos sales in a fast paced environment
- ERP experience (nice to have)
Key Responsibilities:
Your day to day:
- You'll be identifying and qualifying opportunities and pursuing conversion of qualified leads to customer solutions with subscription-based revenue
- You will be receiving inbound leads
- You will be completing value proposition via customer meetings, telephone, internet and webinars
- You will be negotiating pricing and contractual terms to close sales as required
- You will be forecasting all opportunities based on Sage Intacct sales model and opportunity management definitions
Perks? We have plenty.
- Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
- Comprehensive health, dental and vision coverage
- 401(k) retirement match (100% matching up to 4%)
- 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
- 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
- 5 days paid yearly to volunteer (through Sage Foundation)
- $5,250 tuition reimbursement per calendar year starting 6 months after hire date
- Sage Wellness Rewards Program ($00 wellness credit and 360 fitness reimbursement annually)
- Library of on demand career development options and ongoing training offerings
Dig deeper about who we are:
Who is Sage: at Sage: Values & Behaviors: we make a difference: Business Cloud - SaaS for Every Business: States
Office Location:
Austin;Atlanta;Lawrenceville
Work Place type:
Hybrid
Advert
Working at Sage means you're supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.
Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/
Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc
We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out
Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/
Equal Employment Opportunity (EEO)
Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

Account Executive, Financial Services
Job Description:
You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now what? You will have a front row seat to influencing the success of our company. Our software makes life easier for small to midsized business and you will be the trusted advisor partnering with prospects to do so. You'll do this by working closely with our SDR's, building pipeline and managing the sales process with customers.
This is a hybrid role - 3 days per week in one of our offices.
First 90 days:
With one-on-one support from your leader, you'll learn the Sage landscape, have virtual training on our products and shadow your fellow teammates. You will start prospecting and managing deals on your own while also start to close deals on your own.
Minimum qualifications:
- 3+ years of quota carrying software or technology sales and account management experience
- 2+ years managing and closing complex sales-cycles
- Experience selling business software to C-level executives
- A strong business aptitude with proven success of net new logos sales in a fast paced environment
- ERP experience (nice to have)
Key Responsibilities:
Your day to day:
- You'll be identifying and qualifying opportunities and pursuing conversion of qualified leads to customer solutions with subscription-based revenue
- You will be receiving inbound leads
- You will be completing value proposition via customer meetings, telephone, internet and webinars
- You will be negotiating pricing and contractual terms to close sales as required
- You will be forecasting all opportunities based on Sage Intacct sales model and opportunity management definitions
Perks? We have plenty.
- Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
- Comprehensive health, dental and vision coverage
- 401(k) retirement match (100% matching up to 4%)
- 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
- 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
- 5 days paid yearly to volunteer (through Sage Foundation)
- $5,250 tuition reimbursement per calendar year starting 6 months after hire date
- Sage Wellness Rewards Program ($00 wellness credit and 360 fitness reimbursement annually)
- Library of on demand career development options and ongoing training offerings
Dig deeper about who we are:
Who is Sage: at Sage: Values & Behaviors: we make a difference: Business Cloud - SaaS for Every Business: States
Office Location:
Atlanta
Work Place type:
Hybrid
Advert
Working at Sage means you're supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.
Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/
Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc
We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out
Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/
Equal Employment Opportunity (EEO)
Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

Account Executive, Financial Services
Job Description:
You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now what? You will have a front row seat to influencing the success of our company. Our software makes life easier for small to midsized business and you will be the trusted advisor partnering with prospects to do so. You'll do this by working closely with our SDR's, building pipeline and managing the sales process with customers.
This is a hybrid role - 3 days per week in one of our offices.
First 90 days:
With one-on-one support from your leader, you'll learn the Sage landscape, have virtual training on our products and shadow your fellow teammates. You will start prospecting and managing deals on your own while also start to close deals on your own.
Minimum qualifications:
- 3+ years of quota carrying software or technology sales and account management experience
- 2+ years managing and closing complex sales-cycles
- Experience selling business software to C-level executives
- A strong business aptitude with proven success of net new logos sales in a fast paced environment
- ERP experience (nice to have)
Key Responsibilities:
Your day to day:
- You'll be identifying and qualifying opportunities and pursuing conversion of qualified leads to customer solutions with subscription-based revenue
- You will be receiving inbound leads
- You will be completing value proposition via customer meetings, telephone, internet and webinars
- You will be negotiating pricing and contractual terms to close sales as required
- You will be forecasting all opportunities based on Sage Intacct sales model and opportunity management definitions
Perks? We have plenty.
- Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
- Comprehensive health, dental and vision coverage
- 401(k) retirement match (100% matching up to 4%)
- 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
- 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
- 5 days paid yearly to volunteer (through Sage Foundation)
- $5,250 tuition reimbursement per calendar year starting 6 months after hire date
- Sage Wellness Rewards Program ($00 wellness credit and 360 fitness reimbursement annually)
- Library of on demand career development options and ongoing training offerings
Dig deeper about who we are:
Who is Sage: at Sage: Values & Behaviors: we make a difference: Business Cloud - SaaS for Every Business: States
Office Location:
Austin;Atlanta;Lawrenceville
Work Place type:
Hybrid
Advert
Working at Sage means you're supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.
Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/
Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc
We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out
Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/
Equal Employment Opportunity (EEO)
Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

**Overview**
**Be inspired. Be rewarded. Belong. At Emory Healthcare.**
At Emory Healthcare we fuel your professional journey with better benefits, valuable resources, ongoing mentorship and leadership programs for all types of jobs, and a supportive environment that enables you to reach new heights in your career and be what you want to be. We provide:
+ Comprehensive health benefits that start day 1
+ Student Loan Repayment Assistance & Reimbursement Programs
+ Family-focused benefits
+ Wellness incentives
+ Ongoing mentorship, _development,_ and leadership programs
+ And more
**Work Location:** Atlanta, GA
**Description**
+ Oversees the key functions within Patient Financial Services for Emory Healthcare that pertain to the liquidation of the organizations accounts receivable, that includes but not limited to areas such as charge capture, coding and edit management, timely billing, account follow up and liquidation, denials management, staff training, reporting, cash processing and vendor management
+ This position is responsible for helping to establish and meeting and exceeding specific metrics related to the above functions
+ Will determine and establish the revenue cycle integration model and implementation for consolidating these functions across the clinical departments in efforts to build centralized support services
+ Responsible for organizing and overseeing the work of staff who serve in reimbursement functions
+ Effective management of a large complex budget is essential for this role
+ This individual will be part of a $5+ Billion Net Revenue Enterprise and the ability to think strategically is required
**MINIMUM QUALIFICATIONS:**
+ Bachelor's degree required in related field or healthcare preferred
+ Master's degree preferred
+ At least 7-10 years experience in a very large complex organization with revenue cycle functions, preferably in both the shared service and clinical department environments
+ Demonstrated understanding in how to manage resources across an organization to make an enterprise-wide impact and ability to work effectively in a matrix driven environment
+ This position requires interaction with all levels of leadership including key physician leaders
PHYSICAL REQUIREMENTS (MediumMax 25lbs): up to 25 lbs, 0-33% of the work day (occasionally); 11-25 lbs, 34-66% of the workday (frequently); 01-10 lbs, 67-100% of the workday (constantly); Lifting 25 lbs max; Carrying of objects up to 25 lbs; Occasional to frequent standing & walking, Occasional sitting, Close eye work (computers, typing, reading, writing), Physical demands may vary depending on assigned work area and work tasks.
ENVIRONMENTAL FACTORS: Factors affecting environment conditions may vary depending on the assigned work area and tasks. Environmental exposures include, but are not limited to: Blood-borne pathogen exposure Bio-hazardous waste Chemicals/gases/fumes/vapors Communicable diseases Electrical shock, Floor Surfaces, Hot/Cold Temperatures, Indoor/Outdoor conditions, Latex, Lighting, Patient care/handling injuries, Radiation, Shift work, Travel may be required. Use of personal protective equipment, including respirators, environmental conditions may vary depending on assigned work area and work tasks.
**JOIN OUR TEAM TODAY!** Emory Healthcare (EHC), part of Emory University (EUV), is the most comprehensive academic health system in Georgia and the first and only in Georgia with a Magnet® designated ambulatory practice. We are made up of 11 hospitals-4 Magnet® designated, the Emory Clinic, and more than 425 provider locations. The Emory Healthcare Network, established in 2011, is the largest clinically integrated network in Georgia, with more than 3,450 physicians concentrating in 70 different subspecialties.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
Emory Healthcare is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. Please contact Emory Healthcare's Human Resources at . Please note that one week's advance notice is preferred.
**Connect With Us!**
Connect with us for general consideration!
**Division** _Emory Healthcare Inc._
**Campus Location** _Atlanta, GA, 30345_
**Campus Location** _US-GA-Atlanta_
**Department** _EHI Rev Cycle Administration_
**Job Type** _Regular Full-Time_
**Job Number** _ _
**Job Category** _Revenue Cycle & Managed Care_
**Schedule** _8a-4:30p_
**Standard Hours** _40 Hours_
**Hourly Minimum** _USD $.00/Hr._
**Hourly Midpoint** _USD 0.00/Hr._
Emory Healthcare is an Equal Employment Opportunity employer committed to providing equal opportunity in all of its employment practices and decisions. Emory Healthcare prohibits discrimination, harassment, and retaliation in employment based on race, color, religion, national origin, sex, sexual orientation, gender identity or expression, pregnancy, age (40 and over), disability, citizenship, genetic information, service in the uniformed services, veteran status or any other classification protected by applicable federal, state, or local law.

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
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 Deloitte, 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 $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement.  At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites.  The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
+ Audit financial statements, quarterly financial information, and clients' annual reports.
+ Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
+ Identify accounting and audit issues and perform research to solve issues.
+ Responsible for testing internal controls, policies, and procedures and making recommendations.
+ Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
+ Proactively build relationships and communicate with clients and associates.
+ Teach, train, and develop incoming staff/interns.
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
+ CPA certification preferred. Candidates actively pursuing CPA certification will be considered
+ Requires at 1-3 years of accounting related experience.
+ Ability to plan, prioritize, and organize work effectively on multiple tasks.
+ Adaptable to various levels of client complexities of people, processes, and systems.
+ Excellent verbal and written communication skills.
+ Ability to travel to client sites up to 50%
Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit herLinkedIn ( page to connect!
#LI-Hybrid
#LI-KK1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Job LocationsUS-GA-Atlanta
Job ID
Category Audit
Remote No

**Position Purpose:**
In this position the Finance Manager is expected to provide financial leadership for the Home Depot Protection Plan Portfolio and Credit Offerings on the Home Depot Credit Card. The Finance Manager's responsibilities include:
+ Forecasting and Planning of Deferred Interest and HDPP P&L
+ Provide financial controllership around strategies to drive incremental sales and profits of Private Label credit card products and Home Depot Protection Plans
+ Support the business with financial analysis and reporting to identify trends and develop strategies to achieve financial targets
+ Act as a strategic thought partner to functional leaders
+ Evaluate financial impact of credit programs, promotions, products and services within HDPP and Deferred Interest
+ Works closely with various internal partners including Accounting, IT, Merchants, and Merch Finance as well as the external Protection Plan vendor.
**Key Responsibilities:**
+ Strategic Analysis/Problem Solving - Works to fully understand business; identify and implement process and organizational improvements. Plans and ensures execution of department objectives. Participates in preparation of the annual budget, reviews monthly expenditures and ensures that budgetary goals are met. Reviews monthly metrics to ensure goals are met.
+ Conduct financial planning for function and make appropriate recommendations.
+ Leads, plans, and coordinates work teams in an efficient manner to effectively perform any financial function and activity; utilizes metrics to track performance and manage workload. Ensures operational processes and procedures are compliant and consist with established policies.
+ Drive key functional financial metrics.
+ Project Management- Develops and supports a strategic alliance with business partners. Participates in cross-functional activities focused on solving business issues and enhancing our competitive advantage. Facilitates cross-functional communication with other areas of the business including but not limited to Finance, Human Resources, Real Estate, Operations, and Information Systems.
**Direct Manager/Direct Reports:**
+ Typically reports to a Director level
+ This position has no direct reports.
**Travel Requirements:**
+ Typically requires overnight travel 5% to 20% of the time.
**Physical Requirements:**
+ Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles.
**Working Conditions:**
+ Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
**Minimum Qualifications:**
+ Must be eighteen years of age or older.
+ Must be legally permitted to work in the United States.
**Preferred Qualifications:**
+ Experience in Planning (Budgeting), Forecasting, and Financial Analysis
+ MBA preferred.
+ 5+ years of experience in Finance and/or Accounting.
+ Private Label Credit or Bankcard portfolio analysis
+ Working knowledge of SQL and Google BigQuery
**Minimum Education:**
+ The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job.
**Minimum Years of Work Experience:**
+ 5
**Competencies:**
+ Knowledge of accounting principles and practices, analysis and reporting of financial data.
+ Knowledge of business and mgmt. Principles involved in strategic planning and resource allocation.
+ Project management skills; ability to prioritize and multi-task effectively.
+ Judgement and decision-making skills; considering relative costs, benefits of potential actions.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. - $0.00 - $0.00

**ABOUT THIS POSITION**
The role of the Print and Financial Services Specialist Project Manager is to plan, execute, and finalize project tasks associated with solutions associated with the Patient Tools. The Print and Financial Services Specialist is responsible for coordinating the efforts of project resources (to include vendors) in order to deliver projects according to plan. The Specialist is also required to oversee quality control throughout the duration of the project. In this challenging role you will be expected to complete the set-up of new merchant accounts, boarding support as well as maintenance changes to our existing merchants. This process will include researching and resolving exceptions to account set up rules and policies, verification of readiness for new merchant applications, and quality control audits of new merchant accounts and maintenance
Key performance indicators for this role are to meet or surpass client's expectations and receive a favorable rating from the client upon project completion, ensure project completion is resolved within expected time frame and achievement of project estimated revenue prior to transition of the business account.
**WHAT YOU'LL DO**
+ Ability to comprehend Data Dictionaries, file structures and file formats
+ Complete understanding of the Waystar solutions and how the solutions can be applied to the clients business practices
+ Direct and manage multiple client projects and facilitate to a timely resolution of project 
+ When serving as a project resource, the Specialist is responsible to serve as a liaison between the vendor and Primary Project Manager
+ Proactively manage changes in project scope and devise contingency plans for these changes
+ Identify and timely resolution of service disruption to the satisfaction of all parties involved
+ Appropriately escalate incidents that compromise project deliverable to the appropriate personnel
+ Timely execution of task and project deliverables
+ Meet project financial objectives to comply with estimated project revenue
+ With projects where the Specialist is the primary point of contact with the client (serving the role of Project Manager)
+ Define project scope, goals and deliverables that support operational business goals 
+ Effectively communicate project expectations with client, project team members and all involved parties
+ Set and continually manage project expectations with client and project team members 
+ Plan and schedule project timelines and milestones using operational appropriate tools
+ Meet project financial objectives to comply with estimated project revenue
+ Demonstrate effective written and verbal communication skills 
+ Ability to effectively prioritize and execute tasks in a high-pressure environment 
+ Vendor relations skills would be a strongly preferred
+ Consistently reliable and account for ones actions
+ Client and colleague relationship management skills
+ Verification (quality control) of new merchant accounts
+ Work to achieve and maintain positive working relationships and fluid communication among team members and with other departments
+ Remain flexible and willing to assist the customer, by working with our vendors and partners to accommodate changes or special requests whenever possible
+ Perform other tasks and special projects as assigned by the Financial Services Implementation Manager 
+ Perform other duties and /or projects as assigned by management within the area of responsibility and control
+ Travel may be required
**WHAT YOU'LL NEED**
+ Bachelor's degree is required
+ Medical Practice experience
+ Experience with the implementation of a system software
+ Demonstrated experience in project management
+ Ability to multi-task and prioritize effectively
+ Serve as a liaison between client and internal project team
+ Ability to adapt to various levels and possess influencing skills at all levels
+ Must be a quick learner and self-motivated
+ Demonstrated problem solving skills, be process driven, but must be able to work in a team environment
+ Proficient in Microsoft Office application suite and basic computer functionality
+ Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions
+ Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation
+ Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation
**ABOUT WAYSTAR**
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS® or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar ( on Twitter.
**WAYSTAR PERKS**
+ Competitive total rewards (base salary + bonus, if applicable)
+ Customizable benefits package (3 medical plans with Health Saving Account company match)
+ We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
+ Paid parental leave (including maternity + paternity leave)
+ Education assistance opportunities and free LinkedIn Learning access
+ Free mental health and family planning programs, including adoption assistance and fertility support
+ 401(K) program with company match
+ Pet insurance
+ Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
**Job Category:** Client Operations
**Job Type:** Full time
**Req ID:** R2689