15 financial services jobs found in Raleigh

What You'll Do: Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.   In this role you will be responsible for:   Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their...

What You'll Do: We're looking for an Assistant Director of Advanced Solutions in our Nonqualified Operations team! In this role you'll provide critical support on complex tax, accounting and regulatory topics for business and executive benefits programs for participants, employers, and advisors. This also includes monitoring and interpreting legislative and regulatory matters.     Provide analysis and recommendations on highly complex fact patterns related to Internal Revenue Code Section 409A and 457 including the assistance of IRS corrections procedures. Respond promptly and accurately to customer inquiries regarding payroll topics, accounting treatment, and regulatory reporting. This includes the tax reporting of contributions, distributions, FICA, and SEC reporting related to nonqualified deferred compensation plans. Monitor legislative, regulatory, accounting and tax related activity. Provide insight to business unit management, develop communication...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...

Field Gutter Installer Meet Leaf Home. We turn complex home improvement projects and endless to-dos into achievements. With more than 50% of homeowners worried about the cost and effort of home maintenance, we deliver remarkable, end-to-end experiences. And get the job done right, at every step. Bringing innovative products, the best people, and the highest standards to every project. Trusted by more than 1 million homeowners across the US and Canada, we are Americas largest direct-to-consumer full-service provider of branded home services and products. Our products, including the patented LeafFilter gutter protection system, have earned numerous awards and recognition from Good Housekeeping, Qualified Remodeler, Angi, Consumer Reports, This Old House, and other consumer review platforms. We are powered by extraordinary people. Our innovative products and reliable services are delivered with convenience, excellence, and quality through 250+ regional sales and installation...

Overview: Provides mental health and substance use services in person or via telehealth. Conducts emergency psychiatric and substance use assessments, diagnoses using the DSM-5/ICD10 codes, and provides crisis intervention, supportive counseling, and social work interventions. Evaluates safety, patient engagement, and support system effectiveness. Collaborates with a multidisciplinary team to determine and communicate disposition and level of care, including voluntary and involuntary commitments. Assists with diagnostic clarification, treatment recommendations, and risk mitigation. Advises patients, families, and providers to enhance care continuity. Participates in hospital and community mental health initiatives. Conducts biopsychosocial assessments and develops individualized treatment plans with patient-specific goals. Facilitates group therapy, creates safety plans, and ensures appropriate interventions. Tracks and manages involuntary commitments, including case tracking and...

Overview: The APP Clinical manager is responsible for operational performance, and appropriate development of their advanced practice providers (NNP, PNP, PA) within their group/team/division in a triad partnership with the Medical Director and Practice Manager of the respective WSP/WSG group/division.  The manager will also serve clinically as a pediatric nurse practitioner or physician assistant.  In addition, this manager is responsible for leading their group/team in the development and execution of operational tactics to achieve aspirational goals for the group; including but not limited to-quality, patient experience, clinical outcomes, financial outcomes, new services, regional development, referral development, clinical operations, and medical staff interactions with the group/team. In their leadership role, the individual will work closely with other Physician & Advanced Practice Provider Leaders, physicians, APPs, nursing, administration, recruiting, clinical and...

Overview: Provides mental health and substance use services in person or via telehealth. Conducts emergency psychiatric and substance use assessments, diagnoses using the DSM-5/ICD10 codes, and provides crisis intervention, supportive counseling, and social work interventions. Evaluates safety, patient engagement, and support system effectiveness. Collaborates with a multidisciplinary team to determine and communicate disposition and level of care, including voluntary and involuntary commitments. Assists with diagnostic clarification, treatment recommendations, and risk mitigation. Advises patients, families, and providers to enhance care continuity. Participates in hospital and community mental health initiatives. Conducts biopsychosocial assessments and develops individualized treatment plans with patient-specific goals. Facilitates group therapy, creates safety plans, and ensures appropriate interventions. Tracks and manages involuntary commitments, including case tracking and...

Overview: Provides mental health and substance use services in person or via telehealth. Conducts emergency psychiatric and substance use assessments, diagnoses using the DSM-5/ICD10 codes, and provides crisis intervention, supportive counseling, and social work interventions. Evaluates safety, patient engagement, and support system effectiveness. Collaborates with a multidisciplinary team to determine and communicate disposition and level of care, including voluntary and involuntary commitments. Assists with diagnostic clarification, treatment recommendations, and risk mitigation. Advises patients, families, and providers to enhance care continuity. Participates in hospital and community mental health initiatives. Conducts biopsychosocial assessments and develops individualized treatment plans with patient-specific goals. Facilitates group therapy, creates safety plans, and ensures appropriate interventions. Tracks and manages involuntary commitments, including case tracking and...

Overview: Works collaboratively with Medical Directors, Practice Administrators, and Practice Managers to anticipate, integrate and coordinate services that optimize inbound and outbound communications for the purposes of helping our patients achieve optimal care. Plans, monitors, and is accountable for the overall management and delivery of the following services for WakeMed Physician Practices (WPP): Scheduling of appointments, provider template accuracy, timely processing and upkeep of assigned work queues, timely processing of patient referrals, development, dissemination and implementation of standard work. Ensures pre-service administrative denials are managed and prevented to maximize financial reimbursement. Serves as a liaison with the community, physician offices, and payers related to patient access issues. Reports directly to the Director of Operations for WPP. Department Description: Serving the community since 1961, WakeMed Health & Hospitals is the leading...

Overview: The Patient Insurance Representative will help patients seamlessly navigate complex billing, financial and insurance workflows. The Patient Insurance Representative is responsible for coordinating with physician practices and insurance companies to obtain authorization for scheduled surgeries and procedures. The Patient Insurance Representative will accurately perform administrative duties required to work work queues, provide estimates, confirm insurance, secure authorizations, answer billing questions and collect payments. As a liaison to patients, the community, and healthcare professionals, this position requires excellent interpersonal and communication skills to ensure delivery of the highest quality customer service. The Patient Insurance Representative work environment may be in the physician practice or in a call center. This task-based, metrics driven position, reviews and interprets insurance authorization coverage online and through conversations with...

Overview: Provides strategic leadership and technical oversight for the Revenue Integrity Department. Ensures accurate, complete, and timely charge capture and reconciliation, optimizes reimbursement, and safeguards compliance with all regulatory standards. Leads key operational initiatives across nurse auditing, coding, Charge Description Master (CDM) maintenance, and denials management, while fostering collaboration with clinical, financial, and operational teams. Through innovative strategies and continuous process improvement, this position enhances revenue cycle performance and supports organizational financial health. Leadership and Oversight: Supervise and mentor the Revenue Integrity teams, including nurse auditors, coders, analysts and specialists. Monitor performance metrics and implement continuous improvement strategies. Conduct performance evaluations and support professional development for direct reports. Charge Capture and Systems Management: Oversee the development...

Overview: Serves as the primary finance and accounting liaison to the assigned WakeMed enterprise. Responsible for managing key financial functions of the enterprise, including financial and capital planning, performance management, productivity, compensation modeling, month-end variance analysis, financial analysis and modeling for new projects and Certificates of Need. Responsible for coordinating and reporting financial results to corporate finance and accounting, as well as the enterprise operational leaders and staff. Functions as the facility benchmarking coordinator for the enterprise. Collaborates with the cost accounting team to update cost accounting assumptions for the enterprise. Participates on leadership committees and process improvement initiatives at the enterprise and the corporate offices. Participates in community events that are planned in the enterprise market as required. Ensures that all reports and projects are within corporate financial standards....

Overview: Oversees the data gathering, financial modeling and creation of ad hoc financial reports using multiple database systems for the Managed Care department. The financial models and reports are used for contract negotiations, auditing purposes, and validating claim payments to help assist senior level leadership in the decision-making process. The role is also responsible for maintaining and auditing the current financial models in the finance database system for accurate reporting, and investigating over and under payments for claims variances and participating in various department related special projects Department Description: Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit  www.wakemed.org . EOE Licensure: Not Applicable...

Overview: Responsible for the reviewing and validating over and under payments identified within EPIC contract management system as it relates to Managed Care and commercial payor accounts. The specialist is involved with the data gathering, financial modeling and creating ad hoc financial reports using multiple database systems for the Managed Care department. The financial models and reports will be used for the contract negotiations, auditing purposes, and validating claim payments to help assist senior level leadership in the decision-making process. Department Description: Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit  www.wakemed.org . EOE Licensure: EPIC Certification in Area of Responsibility Preferred Education: Bachelor's...

Accounts Receivable Specialist POSITION OVERVIEW The Accounts Receivable (AR) Representative is responsible for managing the accounts receivable functions at multiple locations for the organization. This includes managing outstanding invoices, ensuring timely collections, reconciling customer accounts, and supporting the financial team in maintaining the companys cash flow. The AR Representative is also expected to work collaboratively within a team setting and provide assistance to internal and external customers on complex customer issues. ESSENTIAL RESPONSIBILITIES Accounts Receivable Management: Oversee the daily management of accounts receivable, ensuring accurate invoicing, timely payments, and proper recordkeeping. Maintain and update AR records in the accounting system. Prepare and send invoices to customers, ensuring compliance with billing terms and conditions. Collections: Monitor aging accounts and follow up with customers to ensure...