financial consultant

The Southwell Co.

<div><div>DEPARTMENT: SOUTHWELL ENT
</div><div>F ACILITY: Tift Regional Medical Center
</div><div>WORK TYPE: Full Time
</div><div>S HIFT: Daytime<br>
</div><div></div><div><b>SUMMARY:
</b></div><div>The Office Specialist/Patient Financial Consultant is responsible for coordinating all communications within the clinic and handling administrative and financial processes to support daily operations. This includes transcribing physician orders, registering patients, staying up to date on insurance requirements, and collecting payments for surgeries and procedures. The Office Specialist/Patient Financial Consultant works closely with Patient Access at the hospital to ensure compliance with current registration guidelines and provides excellent customer service to patients, families, visitors, physicians, coworkers, and other medical and non-medical personnel. This position reports directly to the Practice Manager.<br>
</div><div></div><div><b>RESPONSIBILITIES:
</b></div><div>* Correctly Transcribes physician&rsquo;s orders into mainframe using appropriate forms.
<br>
<ul><li>Coordinates scheduling, needed follow-ups, and referrals for patients.
</li><li>Demonstrates the ability to handle confidential information with discretion for the patient, family, and/or co-worker.
</li><li>Assist in answering incoming phone calls by providing information or assistance to patients, referring physician offices, and other callers; transfers calls to the appropriate personnel or takes accurate messages as needed.
</li><li>Performs general clerical duties such as filing, mailing, faxing and copying.
</li><li>Assist in ordering office and medical supplies as requested.
</li><li>Maintains current knowledge of hospital and department policies and procedures.
</li><li>Receives payments from patients and issues receipts accurately.
</li><li>Keeps abreast of pertinent federal, and state regulations and laws and Tift Regional Health System, Inc. (&ldquo;TRHS&rdquo;) policies as they presently exist and as they change or are modified.
</li><li>Understands and adheres to: TRHS&rsquo; compliance standards as they appear in TRHS&rsquo;s Corporate Compliance Policy, Code of Conduct and Conflict of Interest Policy; and HIPAA and TRHS policies regarding privacy and security of protected health information.
</li><li>Demonstrates the ability to perform tasks that meet the age-specific requirements of the persons, patients, vendors, and staff that the employee is charged to interact with as required by the position.
</li><li>Offers suggestions on ways to improve operations of department and reduce costs.
</li><li>Attends all mandatory education programs.
</li><li>Improves self-knowledge through voluntarily attending continuing education/certification classes.
</li><li>Maintains required competency levels as identified in written exams, skills checklists, skills labs, annual safety and health requirements as well as service excellence education hours requirements.
</li><li>Cross-trains in order to better assist co-workers and to provide maximum efficiency in the department.
</li><li>Volunteers/participates on hospital committees, functions, and department projects.
</li><li>Manages resources effectively.
</li><li>Reports equipment in need of repair in order to extend life of equipment and removes malfunctioning equipment out of service with timely reporting to the appropriate personnel.
</li><li>Makes good use of time so as to not create needless overtime.
</li><li>Collects and records payments for surgeries and procedures in accordance with established protocols.
</li><li>Verifies patient insurance eligibility and benefits prior to scheduled appointments or procedures.
</li><li>Ensures all required authorizations and referrals are obtained and documented in the patient record.
</li><li>Assists in resolving patient billing questions or concerns, providing clear explanations of charges and payment options.
</li><li>Coordinates with Patient Access and Revenue Cycle teams to address registration or billing discrepancies.
</li><li>Supports front office workflow efficiency by identifying process improvements or gaps in communication.
</li><li>Participates in departmental meetings and contribute to efforts to improve patient satisfaction.<br>
</li></ul></div><div></div><div><b>EDUCATION:
</b></div><div>* High School Diploma or Equivalent<br>
<br>
</div><div></div><div><b>OTHER INFORMATION:
</b></div><div>One year of hospital or physician experience, preferred. Certified Nursing Assistant or Medical Assistant diploma, preferred.</div><br>
 <div></div><br>
<div><b>Southwell/Tift Regional Health System, Inc. is an Equal Opportunity Employer.</b></div></div><div></div>

Office Specialist/Patient Financial Consultant

<div><p><b>Line of Service
</b></p>Advisory
<p></p><p><b>Industry/Sector
</b></p>Technology
<p></p><p><b>Specialism
</b></p>Advisory - Other
<p></p><p><b>Management Level
</b></p>Senior Manager
<p></p><p><b>Job Description &amp; Summary
</b></p>A career in our Enterprise Performance Management team, within our Oracle consulting practice, will provide the opportunity to work alongside CEOs, CFOs, controllers and business leaders to drive value throughout the organization.
<br>
<br>
Our team helps clients reduce costs and cycle times while providing game-changing business insights through the implementation of leading practices and Oracle&rsquo;s modern planning and reporting applications. Creating a well-controlled platform for growth and increased regulatory requirements through the implementation of leading practices and Oracle&rsquo;s modern consolidation, account reconciliation and data management applications.
<p></p><p>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.
</p><p></p><p>As a Senior 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:
</p><p></p><ul><li>Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
</li><li>Deal effectively with ambiguous and unstructured problems and situations.
</li><li>Initiate open and candid coaching conversations at all levels.
</li><li>Move easily between big picture thinking and managing relevant detail.
</li><li>Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
</li><li>Contribute technical knowledge in area of specialism.
</li><li>Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
</li><li>Navigate the complexities of cross-border and/or diverse teams and engagements.
</li><li>Initiate and lead open conversations with teams, clients and stakeholders to build trust.
</li><li>Uphold the firm's code of ethics and business conduct.
</li></ul><p></p><p><b>Education </b><i>(if blank, degree and/or field of study not specified)
</i></p>Degrees/Field of Study required:
<p></p>Degrees/Field of Study preferred:
<p></p><p><b>Certifications </b><i>(if blank, certifications not specified)
</i></p><p></p><p><b>Required Skills
</b></p><p></p><p><b>Optional Skills
</b></p>Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Business Transformation, Coaching and Feedback, Communication, Creativity, Design Automation, Embracing Change, Emotional Regulation, Empathy, Inclusion, Influence, Intellectual Curiosity, Learning Agility, Optimism, Oracle Application Development Framework (ADF), Oracle Business Intelligence (BI) Publisher, Oracle Cloud Infrastructure, Oracle Data Integration, Process Improvement, Process Optimization, Professional Courage, Rapid Experimentation {+ 7 more}
<p></p><p><b>Desired Languages </b><i>(If blank, desired languages not specified)
</i></p><p></p><p><b>Travel Requirements
</b></p>Up to 60%
<p></p><p><b>Available for Work Visa Sponsorship?
</b></p>No
<p></p><p><b>Government Clearance Required?
</b></p>Yes
<p></p><p><b>Job Posting End Date</b></p></div><p></p>

ETIC, Oracle Financial Consultant, Senior Manager

KINZA Collective

<p><b>Consultant Success Manager</b> Full-Time, W-2 | Remote | $90,000&ndash;$120,000 Base</p><p>Our client is a remote-first consulting firm that embeds experienced professionals inside financial services organizations. They don't just advise &mdash; they execute. Their consultants are their product, and this role exists to make sure that product is excellent.</p><p>The Consultant Success Manager owns the consultant bench. That means placement decisions, performance oversight, consultant support, and bench development &mdash; from the moment someone inquires about working with the firm to the day they deliver for a client. This role moves at the pace of the business, and the bench has to be ready to match it.</p><p>This is a high-trust role for someone who leads with judgment, communicates with confidence, and genuinely cares about helping people do their best work.</p><p><b>You'll own:</b></p><p>Matching consultants to engagements based on skills, fit, and capacity &mdash; and doing it quickly when client demand calls for it. Holding the bench to clear performance standards and taking action when those standards aren't met. Serving as the primary point of contact for consultants navigating questions, challenges, and transitions. Evaluating incoming talent and maintaining a scalable bench that's ready to mobilize. Partnering with senior leadership on escalation, documentation, and offboarding when necessary.</p><p><b>You bring:</b></p><p>Experience in talent management, staffing, HR, or a people-focused consulting role. The ability to multitask across a dynamic book of work and produce results at pace. The ability to hold firm on standards while remaining supportive and professional. Sound judgment about when to coach, when to escalate, and how to document. Comfort working in a fast-paced, fully remote environment. Familiarity with financial services or professional services is a plus.</p><p><b>Compensation</b></p><p>Base: $90,000&ndash;$120,000. Bonus: 5&ndash;10% of base tied to bench health and delivery performance. Total Target: $95,000&ndash;$130,000.</p><p>To apply, send your resume to team@kinzacollective.com. No cover letter required &mdash; but we'd love a quick note on what draws you to this kind of work.</p><p>Pay: $90,000.00 - $120,000.00 per year</p><p>Benefits:</p><ul><li>401(k) 3% Match</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Vision insurance</li><li>Volunteer time off</li><li>Work from home</li></ul><p>Work Location: Remote</p>

Consultant Success Manager

Hyperspace

<p>At Hyperspace, we build and run the financial infrastructure that powers startups and scaling small businesses to thrive.</p><p>As our client portfolio grows, we are seeking a licensed CPA to join our team as a strategic partner to founders and business owners. This is not a traditional compliance-heavy role. You will work directly with business owners to ensure accurate books and translate financials into clear, actionable insights.</p><p>If you love helping business owners make smarter decisions using clean numbers &mdash; you&rsquo;ll thrive here.</p><p><b>Core Responsibilities</b></p><ul><li>Review and approve bookkeeping work to ensure adherence to accounting standards and internal quality benchmarks</li><li>Serve as a strategic advisor to clients on accounting and finance-related decisions</li><li>Generate and present monthly and annual financial reports with clear insights and recommendations</li><li>Identify risks, opportunities, and process improvements proactively</li><li>Coach and train junior teammates</li><li>Assist with onboarding new clients and establishing clean financial systems</li><li>Collaborate effectively using Asana, Google Drive, and cloud-based accounting platforms</li></ul><p><b>Expected Availability</b></p><p>This is a contract role beginning at approximately 10 hours per week. It can remain part time, or ramp up to full time as our client base expands.</p><p>You must be available for:</p><ul><li>A biweekly internal team meeting</li><li>Client meetings as needed</li></ul><p>Work is fully remote and schedule-flexible, with ownership of your deliverables expected.</p><p><b>Requirements</b></p><ul><li>Active CPA license (U.S.)</li><li>5+ years of experience working directly with small to mid-sized businesses</li><li>Experience advising founders or business owners (not solely historic bookkeeping)</li><li>Strong ability to translate financial data into strategic insight</li><li>Clear, confident communicator</li><li>Highly organized and self-directed</li></ul><p><b>Bonus Qualifications</b></p><ul><li>Startup or high-growth company experience</li><li>Familiarity with QuickBooks Online, Xero, Wave, or similar platforms</li><li>Experience using Asana and Google Drive</li></ul><p>This role is best suited for a CPA who enjoys building clean systems from messy beginnings and thrives in a self-directed, high-ownership environment without micromanagement.</p><p>Job Types: Part-time, Contract</p><p>Pay: From $40.00 per hour</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Work from home</li></ul><p>License/Certification:</p><ul><li>CPA License (Required)</li></ul><p>Work Location: Remote</p>

Certified Public Accountant (CPA)

100 Degrees Consulting

<p></p><div><div><div>Nonprofit Financial Strategist</div>
</div><div><h3 class="jobSectionHeader"><b>About 100 Degrees Consulting</b></h3>
<div><div>At 100 Degrees Consulting, we help nonprofit organizations analyze, translate, and transform financial information and processes to more effectively utilize limited resources and make a more powerful impact on the people and communities they serve. We show up for our clients with deep expertise, genuine care for their mission, and a dependable, approachable style that builds lasting trust. Our values - excellence, kindness, curiosity, and grit - guide everything we do. We&rsquo;re a fast-paced, high-performing team that thrives on collaboration and purpose-driven work, and we&rsquo;re excited to welcome team members who share our values and energy.
</div></div></div><div><h3 class="jobSectionHeader"><b>Description</b></h3>
<div><div><div><b>Job Summary :</b></div><div></div><div><br>
We&rsquo;re seeking a strategic, detail-oriented Financial Strategist to lead the financial direction and oversee accounting operations for a portfolio of 10-12 nonprofit clients. In this client-facing role, you&rsquo;ll pair high-level financial analysis and advising with hands-on oversight of bookkeeping - delivering clarity, actionable insights, and dependable support to every organization you serve.</div><div></div><div><br>
In addition to client work, you&rsquo;ll provide leadership and guidance to the Finance Managers and Bookkeepers on your shared client accounts, ensuring workflows run smoothly, deadlines are met, and client service stays exceptional.</div><div>
The ideal candidate is financially savvy, adaptable, and deeply committed to supporting nonprofit missions. They bring strong follow-through, clear communication, and a service-minded approach to every client interaction, while thriving in a fast-paced, remote environment.</div><div></div><div><br>
This is a hands-on, execution-focused role that&rsquo;s perfect for someone who enjoys building financial systems, guiding leaders and boards through strategic decisions, and mentoring team members to deliver their best work. Experience with nonprofit finance leadership, GAAP reporting, and managing multiple client relationships will set you up for success.</div><div></div><div><b><br>
Financial Strategist Key Responsibilities:</b></div><div></div><div><b><br>
Financial Analysis, Budgeting, Forecasting &amp; Reporting</b></div><ul><li>
Lead and support annual budgeting processes, including operational budgets, restricted grant budgets, and federal/state grant budgets</li><li>
Prepare budget-to-actual reports and provide clear analysis for leadership and boards</li><li>
Deliver monthly financial forecasts and reports, incorporating regular analysis and actionable insights</li><li>
Present findings and recommendations to clients and their boards in a clear, accessible way</li></ul><div></div><div><b><br>
Process Improvement</b></div><ul><li>
Review, develop, document, and update finance processes, procedures, and systems</li><li>
Create and maintain written and video SOPs to enhance efficiency and ensure consistency in financial operations</li></ul><div></div><div><b><br>
Audit Support</b></div><ul><li>
Lead and support audit processes, including liaising with third-party audit firms.</li><li>
Prepare and provide required work papers and documentation, and review draft reports.</li><li>
Ensure clients are audit-ready at all times through proactive organization and compliance.</li></ul><div></div><div><b><br>
990 Preparation &amp; Filing</b></div><ul><li>
Prepare and electronically file 990-Series Forms, ensuring accuracy and compliance</li><li>
Oversee the internal review process and state tax return form filings</li></ul><div></div><div><b><br>
Bookkeeping</b></div><ul><li>
Support 100DC bookkeepers with the monthly close process in QuickBooks Online, including bank, credit card, and payment platform reconciliations; A/P and A/R reconciliations; fundraising database reconciliations; and journal entries</li><li>
Coach and mentor bookkeepers on shared client accounts to ensure accuracy, efficiency, and consistency</li></ul><div></div><div><b><br>
Project Management</b></div><ul><li>
Serve as lead project manager for client onboarding and various accounting projects</li><li>
Use tools like Double, Slack, and email to manage organization tasks, timelines, and budgets</li></ul><div></div><div><b><br>
Team Collaboration</b></div><ul><li>
Partner with other Financial Strategists, Finance Managers, and Bookkeepers to share knowledge, improve processes, and celebrate wins.</li><li>
Contribute to a collaborative, solution-focused team culture.</li></ul><div></div><div><b><br>
Qualities We&rsquo;re Looking For:</b></div><ul><li>
Exceptionally organized with strong attention to detail and follow-through</li><li>
Proactive and resourceful, anticipating needs and taking initiative</li><li>
Collaborative and relationship-focused, able to partner effectively with clients, boards, and internal team members</li><li>
Discreet and trustworthy when handling sensitive financial and organizational information</li><li>
Adaptable and comfortable working in a fast-paced, evolving environment with competing priorities</li><li>
Positive, client-centered, and committed to delivering strategic, actionable financial insights</li><li>
Excellent communicator, able to translate complex financial data into clear, accessible information for diverse audiences</li><li>
Driven, comfortable with ambiguity, and highly self-motivated in managing multiple projects and deadlines</li><li>
Quick to learn and eager to take ownership of financial processes, systems, and reporting cycles</li><li>
Skilled at mentoring and guiding team members to keep work flowing effectively and maintain high-quality client service</li></ul><div></div><div><br>
Required Skills/Abilities:</div><ul><li>
Proven experience in nonprofit financial management, including 990 preparation, nonprofit audits, FASB and GAAP requirements, and restricted funds management</li><li>
Advanced QuickBooks skills (Preferably ProAdvisor Certified)</li><li>
Proficiency in accounting software, financial tools, and software like QuickBooks Online, Google Sheets, Excel, SaasAnt, Google Workspace, Dropbox, Expensify, Slack, Double, Zoom, Gusto as well as experience with software integrations with QuickBooks Online</li><li>
Exceptional client service skills with a proactive approach to solving problems</li><li>
Ability to seamlessly manage a roster of 10-12 clients and their individual priorities and needs<ul><li>
All new hires onboard with a smaller roster of clients with the expectation of reaching minimum capacity within 3-4 months</li></ul></li><li>
Strong professional communication skills, both written and verbal</li><li>
Exceptional organizational and project management skills</li></ul><div></div><h2 class="jobSectionHeader"><b><br>
Bonus Skills/Abilities:</b></h2><ul><li>
Financial modeling expertise beyond basic forecasting</li><li>
Experience presenting financial information to nonprofit boards</li><li>
Change management skills and ability to guide organizations through financial transitions</li><li>
Understanding of fundraising analytics to help clients connect their financial data to their development efforts</li><li>
Advanced Google Sheets proficiency (pivot tables, complex formulas, data visualization)</li><li>
Experience mentoring and developing other finance professionals</li><li>
Experience in people management</li><li>
Experience working with nonprofit organizations in the international development space including multi-country books consolidation, a plus but not required</li></ul><div></div><div><b><br>
Education and/or Experience:</b></div><ul><li>
A minimum of 3 years experience leading the finance function of a 501(c)(3) nonprofit organization</li><li>
Demonstrated experience providing financial support to multiple nonprofit organizations, departments, or projects simultaneously required<ul><li>
Preferably experienced in working with organizations with an average annual revenue of $1 million - $5 million</li></ul></li></ul><div></div><div><b><br>
Physical Requirements:</b></div><ul><li>
Prolonged periods of sitting at a desk and working at a computer</li><li>
Repeated and coordinated use of your hands, wrists, and fingers to use and type on a computer keyboard, requiring the use of fine motor skills</li><li>
Close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus</li><li>
Ability to stand for extended periods during the annual team retreat</li></ul><div></div><div><b><br>
Schedule:</b></div><ul><li>
Remote - Full-time, exempt position</li><li>
8-hour shift, closely aligned with a 9am-5pm Eastern schedule.</li><li>
This role requires frequent Zoom meetings, including 3-4 client meetings per week and 1-2 internal team meetings per week, to ensure effective communication and collaboration.</li></ul><div></div><div><b><br>
Benefits:</b></div><ul><li>
Medical, Dental, and Vision Insurance with monthly company contribution toward total health insurance premium</li><li>
401(k) Savings Account with up to 4% company match</li><li>
Annual Remote Work Stipend</li><li>
Unlimited PTO</li><li>
Unlimited Sick Leave</li><li>
13 Paid Company Holidays Per Year</li><li>
Annual In-Person Team Retreat</li><li>
Continuing Professional Development</li><li>
Client Referral Bonus</li><li>
Employee Referral Bonus</li><li>
Half-Day Fridays from Memorial Day to Labor Day</li></ul><div></div><div><b><br>
Logistics:
</b></div><ul><li>This is a full-time, exempt, W2 employee position.</li><li>
We offer a flexible, remote work environment.</li><li>
You must be available to respond to client communication and take meetings during regular business hours in the US, closely aligned with a 9am-5pm Eastern schedule.</li><li>
You have your own computer and stable internet access.</li><li>
You maintain a workspace free of unnecessary distractions where client and internal calls may be taken in a professional manner.</li><li>
You are able to be on video chat for scheduled meetings.</li></ul><div></div><div><b><br>
Interview Process:</b></div><ul><li>
30-minute screening interview with HR</li><li>
Brief Financial Strategist Assessment</li><li>
30-minute interview with Director of Operations</li><li>
Reference Checks</li><li>
30-minute interview with Director of Client Services (manager of this role)</li><li>
Background check</li></ul><div></div><div><b><br>
Equal Opportunity:</b></div><div></div><div><br>
100 Degrees Consulting is an equal opportunity employer and we strongly encourage and seek applications from women, people of color, immigrant, bilingual, and bicultural individuals, as well as members of the LGBTQIA+ communities.</div><div></div><div><br>
100 Degrees Consulting is firmly committed to complying with all federal, state, and local equal employment opportunity laws and strictly prohibits discrimination against any employee or applicant for employment because of race, including hair texture and protective hairstyles such as locs, braids, twists, coils, Bantu knots, afros, and extensions; religious creed, including religious head coverings and hairstyles; color, sex, religion, national origin, age, sexual orientation, height and/or weight, disability, gender identity or expression, medical condition including acquired immune deficiency syndrome or AIDS-related conditions, marital status, partnership status, genetic predisposition or carrier status, military status, arrest record, or any other characteristic protected by applicable law.</div><div></div><div><br>
Reasonable accommodation will be made so that qualified applicants with disabilities may participate in the application process. Please advise in writing of any accommodation request at the time of application. While performing the responsibilities of the job, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.</div><div></div><div><b><br>
Salary Range:</b> $90,000-105,000 per year</div><div>
The final salary will be determined based on several factors including experience, education, qualifications, as well as the need to maintain internal equity within the company.</div><br>
<div></div>
</div></div></div><div><h4 class="jobSectionHeader"><b>Salary</b></h4>
<p>$90,000 - $105,000 per year</p></div></div>

Nonprofit Financial Strategist

Baker Tilly Canada

<div><h1 class="jobSectionHeader"><b>Overview</b></h1><p></p><p>
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world&rsquo;s leading financial centers &ndash; New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.</p><p>
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.</p><p></p><p>
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.</p><p></p><p><i>
Baker Tilly is an equal </i><i>opportunity/affirmative</i><i> action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.</i></p><p></p><p><i>
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (&quot;search firm&quot;) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.</i></p><p></p><h1 class="jobSectionHeader"><b>
Job Description:</b></h1><p><b><br>
Responsibilities</b></p><p>
Join Baker Tilly as an Analyst in our CFO Advisory practice, focused on financial planning &amp; analysis, financial modeling, and strategic finance. We help clients make informed decisions through financial analysis, forecasting, and reporting that supports business performance and growth.</p><p>
Our team works with a broad range of clients across industries, supporting initiatives related to budgeting, forecasting, transactions, and operational analysis. This role provides the opportunity to build foundational technical skills while contributing to meaningful client work.</p><p>
As an Analyst, you will support the development of financial models, analyses, and deliverables that inform client decision-making. You will work closely with senior team members and gain exposure to a variety of business situations and financial challenges.</p><ul><li>
Support financial modeling engagements, including development of forecasts, scenario analyses, and cash flow models</li><li>
Compile, organize, and validate financial and operational data for use in analyses</li><li>
Assist in identifying business drivers, trends, and performance insights</li><li>
Contribute to the development of budgets, forecasts, and management reporting outputs</li><li>
Support transaction-related analyses, including development of pro forma outputs, review of financial information, and evaluation of strategic alternatives</li><li>
Assist in preparing client deliverables, including presentations and supporting materials</li><li>
Collaborate with team members to improve analytical tools, models, and processes</li><li>
Participate in team discussions and client interactions as appropriate</li></ul><p><b>
Qualifications</b></p><ul><li>
Bachelor&rsquo;s degree in finance, accounting, economics, or a related field</li><li>
1&ndash;3 years of relevant experience in finance, accounting, consulting, or a related field</li><li>
Proficiency in Microsoft Excel, including the ability to build and work with financial models</li><li>
Working knowledge of financial statements and basic accounting principles</li><li>
Experience with PowerPoint and ability to support development of presentations</li><li>
Strong analytical, organizational, and communication skills</li><li>
Ability to manage multiple priorities and work effectively in a team environment</li><li>
Exposure to financial modeling, FP&amp;A, or transaction-related work is a plus</li><li>
Experience with data tools (e.g., Power BI) is a plus</li><li>
Professional certifications or progress toward certifications (CFA, CPA, CMA, etc.) are a plus</li><li>
The pay rate range for this job position is $52,000 to $124,300. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant&rsquo;s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees</li></ul></div>

Consultant, Corporate Finance Advisory

NavitasPartners

<div><p><b>Title:</b> Business Intelligence / Financial Subject Matter Expert (SME)<br>
<b>Location:</b> Jefferson City, MO (Hybrid &ndash; Onsite + Remote)<br>
<b>Duration:</b> 12 Months<br>
<b>Hours:</b> Up to 40 hours/week</p>
<h3 class="jobSectionHeader"><b>
Overview</b></h3>
<p>
A government transportation agency is seeking an experienced Financial Subject Matter Expert (SME) to support a large-scale enterprise transformation program. This role is key to transitioning from a legacy financial system to a modern enterprise platform, including ERP, EPM, HCM, and Project Portfolio Management (PPM).</p>
<p>
The SME will serve as a bridge between business and technology teams, ensuring financial processes, federal funding requirements, and transportation-specific reporting are accurately implemented within the new system.</p>
<p></p>
<h3 class="jobSectionHeader"><b>Key Responsibilities</b></h3>
<p><b>
Business &amp; Financial SME Support</b></p>
<ul>
<li>Provide expertise in financial processes including:
<ul><li>Accounts Payable / Receivable</li>
<li>Inventory management</li>
<li>Project financial reporting</li>
<li>General ledger and distribution processes</li>
</ul></li><li>Align financial operations with enterprise system design and implementation</li>
<li>Translate complex financial workflows into functional requirements and system documentation</li>
</ul>
<p><b>Program Support</b></p>
<ul>
<li>Support development and implementation of enterprise systems, including ERP, EPM/PPM, and HCM integrations</li>
<li>Participate in workshops, task assignments, and system design sessions</li>
<li>Act as liaison between internal teams and program stakeholders</li>
</ul>
<p><b>Documentation &amp; Analysis</b></p>
<ul>
<li>Develop and maintain business process documentation, functional specifications, and workflows</li>
<li>Ensure documentation aligns with program deliverables and regulatory requirements</li>
<li>Update materials based on system changes and enhancements</li>
</ul>
<p><b>Training &amp; Knowledge Transfer</b></p>
<ul>
<li>Create training materials, user guides, and presentations</li>
<li>Conduct training sessions for end users (onsite and virtual)</li>
<li>Ensure effective knowledge transfer for long-term operational sustainability</li>
</ul>
<p><b>Operational Support &amp; Issue Resolution</b></p>
<ul>
<li>Address system issues, user questions, and enhancement requests</li>
<li>Troubleshoot and resolve functional and financial system issues</li>
<li>Support ongoing improvements and minor system enhancements</li>
</ul>
<p><b>Communication &amp; Stakeholder Management</b></p>
<ul>
<li>Maintain consistent communication with leadership and project teams</li>
<li>Collaborate with finance, IT, and external partners</li>
<li>Communicate effectively with both technical and non-technical stakeholders</li>
</ul>
<p><b>Compliance &amp; Federal Funding Expertise</b></p>
<ul>
<li>Ensure compliance with federal and state funding requirements</li>
<li>Support processes related to grants, reimbursements, and financial reporting</li>
<li>Maintain alignment with transportation program standards and regulations</li>
</ul><p></p><h3 class="jobSectionHeader"><b>Required Qualifications</b></h3>
<ul><li>8+ years of experience with government financial systems (legacy ERP platforms)</li>
<li>8+ years of experience in financial services processes within the public sector</li>
<li>8+ years of project costing experience in transportation or similar industries</li>
<li>Strong experience with federal funding processes, compliance, and reporting</li>
<li>Deep understanding of:
<ul><li>Government accounting structures</li>
<li>Financial reporting frameworks</li>
<li>Funding distribution and reimbursement processes</li>
</ul></li></ul><p></p><h3 class="jobSectionHeader"><b>Preferred Qualifications</b></h3>
<ul><li>Experience working with state government agencies (strongly preferred)</li>
<li>Experience supporting large-scale ERP or financial system implementations</li>
<li>Background in government transformation or modernization initiatives</li>
<li>Experience in hybrid work environments</li>
<li>Exposure to enterprise system migrations and change management</li>
</ul><p></p><h3 class="jobSectionHeader"><b>Soft Skills</b></h3>
<ul><li>Strong analytical and problem-solving abilities</li>
<li>Ability to work independently with minimal supervision</li>
<li>Excellent written and verbal communication skills</li>
<li>Strong stakeholder management and collaboration skills</li>
<li>Ability to thrive in fast-paced, evolving environments</li>
</ul><p></p><h3 class="jobSectionHeader"><b>Work Environment &amp; Additional Requirements</b></h3>
<ul><li>Hybrid role requiring onsite presence in Jefferson City, MO</li>
<li>Availability for occasional after-hours support</li>
<li>Must pass a state-level background check</li>
<li>Equipment and remote access support will be provided</li>
</ul>
<p>For more details reach at <b><i>nparmar@navitassols.com.</i></b></p></div>

Business Intelligence / Financial Subject Matter Expert (SME) - BI 0410 NP#01

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