15 financial planner jobs found

About The Lisinski Law Firm Firm Mission Statement Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We stand ready to fight even when success seems unsure because we understand how much better life can be with the dignity and peace of mind that comes with having documents. Salary: $87,000 – $97,000 USD /Year Schedule: Monday–Friday, 8:00 AM – 5:00 PM (Eastern Time) Work On-Site: 6377 Emerald Pkwy Dublin, OH 43016 About the role The Sr. Accountant is responsible for overseeing the general ledger (GL) and the full accounting cycle. This role involves performing complex journal entries, reconciliations, and analyses to ensure all financial data is accurate and compliant with accounting standards. This individual often plays a lead role in the month-end...

POSITION SUMMARY This position is responsible for communicating patient financial liability, establishing payment plans, and processing delinquent patient accounts to external collection agencies. RESPONSIBILITIES AND ACCOUNTABILITIES Responsibilities/Accountabilities: Communicates with patients, face-to-face or by telephone, collecting on patient financial liability. Process patient accounts promptly and efficiently to reduce receivables and bad debts. Monitors payment plans for adherence to defined payment plan guidelines. Reviews patient account ledgers and contacts responsible parties to collect monies on delinquent accounts Participate in automated telephone work queue collecting on past due balances. Places delinquent accounts with collection agency Consults with patients regarding their financial responsibility, current benefits, and limitations on coverage for their plan product and payment options. Review and...

Installation Manager 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...

SOCIAL WORKER - LSW To provide social work services for the hospital patients/families and support persons as appropriate in meeting their psychosocial needs. To work in conjunction with the RN Case Manager to ensure that efficient care with appropriate use of resources is provided in an effective time frame, striving for positive patient outcomes. WORKING CONDITIONS: Works 8 hours per day, adjusting hours to meet the customers needs. Works weekend rotation. Assumes an on call rotation. Must be in good physical and mental health and maintain an excellent attendance record. Must adhere to Hospital policies and procedures. Must fulfill position description requirements. Is subject to frequent interruptions during performance of duties. Hazardous Exposure Category-1 Must be able to utilize computers/word processing. QUALIFICATIONS: Graduate of approved school with degree in social work or related field and licensure as a social...

Overview: 1932 Capital Management, Inc. is a single-family office (“FO”) that provides private wealth management and financial services to a family that runs one of the largest privately owned 3 rd party logistics companies in North America. The FO’s services are bespoke and demand the highest levels of discretion and attention to detail. 1932 Capital Management’s Operations Manager is responsible for overseeing the day-to-day operational activities of the family office, ensuring efficiency, compliance, and alignment with the family’s strategic goals. This role requires strong cross-functional collaboration, process optimization skills, and the ability to manage multiple priorities across diverse areas such as accounting and reporting, investing, cash management, philanthropy, and administrative support.   The Operations Manager will develop and implement operational policies, streamline workflows, manage key projects, and support governance and risk management processes....

Customer Service Representativ JOB SUMMARY Serves as an important front-line team member and coordinates activities related to admission of patients including the accurate recording of patient demographic data and exceptional service quality. Interacts with KDMC and KDOH team members, patients, insurance companies, physician offices and other hospital departments regarding patients' accounts and physician information. DUTIES AND ESSENTIAL FUNCTIONS Overall performance rating of below indicated essential job duties: Listens to and honors patient and family perspectives and choices; Communicates and share complete and unbiased information with patients and families in ways that are affirming and useful; Encourages and supports patient and family participation in care and decision-making at the level they choose; Courteously answers phone calls stating name and department, routes calls and provides information to internal and...

General Manager ROLE PURPOSE To lead a team of Restaurant Managers and Team Members in the execution of an excellent Guest experience resulting in increasing Guest counts, sales and MOP growth. To ensure decisions and actions are in alignment with the Credo and Values and all TGI Fridays standards are met. To select, coach and develop Team Members. KEY RESPONSIBILITIES & ACCOUNTABILITIES · Manages all day-to-day restaurant operations with a focus on delivering a great Guest experience; directly supervise and support 3–6 Managers and all FOH and BOH hourly Team Members; manages all profit and loss centers. · Aligns all behavior with the Credo and Values. · Executes on all brand standards through managing and coaching Team Members and Managers. · Frequently interacts with Guests to ensure they receive the Fridays Service Style experience; follow up on any issues and complaints they may have to ensure Guest Satisfaction. · Follows the Bubble Theory to...

Role Purpose Assist in leading restaurant managers and team members in the execution of an excellent guest experience resulting in increasing guest counts, sales and MOP growth. Ensures decisions and actions are in alignment with the Credo and Guiding Principles and all TGI Friday's standards are met. To select, coach and develop team members. Key Responsibilities & Accountabilities Manages all day-to-day restaurant operations with a focus on delivering a great guest experience; supervises and support 3–6 Managers and all FOH and BOH hourly Team Members; manages all profit and loss centers. Aligns all behavior with the Credo and Guiding Principles. Executes on all brand standards. Identifies opportunities to drive sales, traffic and return visits with a 4-wall mentality; oversee implementation of local store marketing and national marketing promotions. Assists with the determination of current and future staffing needs in the restaurant to ensure an adequate...

Assistant General Manager Role Purpose Assist in leading restaurant managers and team members in the execution of an excellent guest experience resulting in increasing guest counts, sales and MOP growth. Ensures decisions and actions are in alignment with the Credo and Guiding Principles and all TGI Friday's standards are met. To select, coach and develop team members. Key Responsibilities & Accountabilities Manages all day-to-day restaurant operations with a focus on delivering a great guest experience; supervises and support 3–6 Managers and all FOH and BOH hourly Team Members; manages all profit and loss centers. Aligns all behavior with the Credo and Guiding Principles. Executes on all brand standards. Identifies opportunities to drive sales, traffic and return visits with a 4-wall mentality; oversee implementation of local store marketing and national marketing promotions. Assists with the determination of current and future staffing needs in the...

Financial Counselor, Pre-Collect and Price Estimate Position Summary: This position is responsible for ensuring all insurance and pre-collection requirements are met prior to patient’s surgical and/or office procedures and to inform patients of their financial responsibility. Additionally, this position is responsible for communicating patient financial liability, establishing payment plans, and processing delinquent patient accounts to external collection agencies. Responsibilities/Accountabilities: Pre-Collect and Good Faith Estimates: Communicate with patients, face-to-face or by telephone, collecting on patient financial liability in advance of medical services being performed. Review and verify insurance benefits for all proposed or scheduled procedures. Review and verify insurance eligibility for scheduled patients. Review patient account ledgers and contacts patient to initiate pre-collection procedure. Calculate and collect...

The Energy Cooperative, headquartered in Newark, Ohio, serves over 72,000 electric, natural gas and propane members throughout east-central Ohio. As a non-profit cooperative, we are member-owned and controlled by the members we serve. We are committed to serving our members safe, high quality energy services at a reasonable price. We believe in our employees and strive to provide fair, honest and equal treatment with a commitment to training, education, and opportunity for advancement in a safe and secure environment.  At The Energy Cooperative, we take pride in offering competitive benefits and want our employees to have what they need to be their best.  Here’s a glimpse of the programs we offer our employees:  Medical, Dental and Vision Insurance Life and Accidental Death & Dismemberment InsuranceSupplemental Life Insurance Programs for Employee, Spouse and ChildrenDisability InsuranceFlexible Spending Account (FSA)Paid Time-Off (PTO)Paid HolidaysTraditional 401(k) and...

COMMERCIAL BILLER SPEC - P/A Position Summary: Patient accounting skills in four or more areas: 1. billing, 2. insurance collections, 3. customer service, 4. cash posting and 5. Administrative support. Responsibilities involve concentration on billing and insurance collections using computer-based applications to provide accelerated accounts receivable recovery. Improve cash flow and strengthen our financial position. Performs tasks required to ensure the systematic and timely insurance follow-up and resolution of all accounts in assigned inventory. Documents all collection activity in the patient accounting system. Maintaining compliance with government and contract regulations, and working with both internal and external customers. Provides customer service to internal and external customers to assist in the account resolution. Effectively collect and resolve patient accounts receivable and monitor A/R including aging....

Thank you for considering a career at Ensemble Health Partners! Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession:  Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas:  Continuously innovate by embracing emerging technology and fostering a...

Thank you for considering a career at Ensemble Health Partners! Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession:  Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas:  Continuously innovate by embracing emerging technology and fostering a...

Thank you for considering a career at Ensemble Health Partners! Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession:  Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas:  Continuously innovate by embracing emerging technology and fostering a...