field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

city

state

<h3>Job Description</h3>
Job Description
About the Organization4Liberty is a privately held, Women Owned Business Enterprise (WBE) headquartered in San Diego, CA that specializes in professional and technical services to the energy/utilities, commercial real estate, and government markets.
LOCATION
San Diego, California. Candidate must currently live in the greater San Diego County region or be willing to relocate within the first 60 days of hire.
CANDIDATE
Seeking a high-energy, detail oriented, team player with experience working as part of a high performing team of financial analysts in support of complex financial controls, budgeting, and forecasting in a client-based environment. Successful candidate will have excellent verbal and written communication skills across all levels of the business environment from engineering to C-Suite. Ideal candidate will have experience working in a regulated utility or equivalent financial environment.
OVERVIEW
The Financial Analyst performs project financial analysis and modeling with varying levels of complexity for various business units. May directly partner with one or multiple business units to design and develop costing/profitability models and reports for the Finance Team. May directly provide specialized financial consulting and analytical support at the assigned project level, identifying key emerging financial trends, measurement of key performance metrics and success factors, capital budget and key initiative evaluation and planning, cost analyses and customized reporting. Monthly, quarterly, annual and ad-hoc reporting requirements across multiple projects or programs.
SUPERVISION LEVEL
<ul>
<li>Reports to the Finance Manager, may assume Team Lead role for assigned work group. Work is highly independent and collaborative in nature</li>
</ul>
TYPICAL DUTIES &amp; RESPONSIBILITIES
<ul>
<li>Leverage standardized financial models utilizing advanced MS Excel, Business Objects, Tableau and IBM Cognos TM1 functionalities to conduct monthly, quarterly, and annual budgeting, forecasting and reporting exercises</li>
<li>Build and manage project and program costing models, custom and ad-hoc reports, and dashboards for use by Project/Program Managers, Team Leads, Business Unit Managers and Senior Management</li>
<li>Utilize BI tools to deliver meaningful insights into business performance</li>
<li>Work with Project/Program Managers and department heads to build monthly, quarterly, annual and ad-hoc budgets and forecasts and re-forecasts</li>
<li>Provide financial, analytical, planning, and forecasting expertise to assist in the development and completion of projects</li>
<li>Communicate to management the reasons behind capital project performance and results</li>
<li>Review existing processes and procedures to develop recommendations for and coordinate improvement efforts</li>
<li>Materials and labor requisitions; materials forecasting and modeling</li>
<li>Ad Hoc requests and one-off projects as assigned</li>
</ul>
EXPERIENCE &amp; QUALIFICATIONS
A combination of experience, education, and/or training which substantially demonstrates the following knowledge, skills and abilities:
<ul>
<li>3+ years of related specialized financial controls experience</li>
<li>2+ years in-depth experience with SAP; BI, ECM, CCMS Modules</li>
<li>Energy/Utility, DOE, DOD or equivalent environment</li>
<li>Established track record with proven ability to successfully lead a finance team within complex fast-paced corporate environments</li>
<li>Budget management exposure from $100K to $100M</li>
<li>3 years exposure working with critical path deadline-driven budget models utilizing Microsoft Project, Project Enterprise, Primavera (P6) or equivalent project tools</li>
<li>Subject matter expert and specialist on complex finance, accounting, and business matters</li>
<li>In-depth understanding of financial analysis, financial modeling and capital budgeting techniques and concepts</li>
<li>In-depth understanding of Finance and Accounting concepts and mechanisms, both general and company-specific in nature</li>
<li>Expert level, hands-on knowledge of Excel &amp; PowerPoint, Financial Modeling, and Financial Systems</li>
<li>Experience with PowerBI and data tables highly desirable</li>
</ul>
EDUCATION &amp; TRAINING
<ul>
<li>Bachelor’s degree or higher in Finance or Accounting</li>
</ul>
SOFT SKILLS
<ul>
<li>Excellent verbal and written communication</li>
<li>Demonstrated interpersonal skills in day-to-day operations and under-pressure</li>
<li>Demonstrated ability to influence others and convey schedule deliverables in a concise manner</li>
<li>Ability to work both in a team environment and independently with minimal supervision</li>
<li>Detail oriented with excellent organizational, planning and follow-up skills</li>
</ul>
PHYSICAL DEMANDS
Physical demands are representative of those that must be met by an employee to successfully perform the essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions:
<ul>
<li>Sit or stand at a desk and use a computer workstation for up to 6 hours per day</li>
<li>Reach and use hands and fingers to feel objects or controls</li>
<li>Occasionally lift and/or move up to 15 pounds</li>
</ul>
Company DescriptionEstablished in 2009, 4Liberty is a certified Woman-Owned Business Enterprise (WBE) based in San Diego, California. We are a leading consultancy specializing in technical and professional services, dedicated to assisting utilities in navigating the energy transition and modernizing the grid to meet government mandates and sustainability goals. With a diverse and dedicated team of professionals, we work with utility, commercial and government clients to modernize and build resiliency across critical infrastructure, providing turnkey PMO services for large scale programs to diverse clients across the United States and Canada. At 4Liberty, we believe in work that goes beyond the ordinary, where each team member's contribution is valued. If you are seeking a fulfilling career in an environment that fosters collaboration and excellence, your search ends here. Explore career opportunities with us at <a href="https://www.4liberty.com/careers" target="_blank">https://www.4liberty.com/careers</a>. 
<h3>Company Description</h3>
Established in 2009, 4Liberty is a certified Woman-Owned Business Enterprise (WBE) based in San Diego, California. We are a leading consultancy specializing in technical and professional services, dedicated to assisting utilities in navigating the energy transition and modernizing the grid to meet government mandates and sustainability goals.\r\n\r\nWith a diverse and dedicated team of professionals, we work with utility, commercial and government clients to modernize and build resiliency across critical infrastructure, providing turnkey PMO services for large scale programs to diverse clients across the United States and Canada.\r\n\r\nAt 4Liberty, we believe in work that goes beyond the ordinary, where each team member's contribution is valued. If you are seeking a fulfilling career in an environment that fosters collaboration and excellence, your search ends here.\r\n\r\nExplore career opportunities with us at <a href="https://www.4liberty.com/careers" target="_blank">https://www.4liberty.com/careers</a>.

Financial Analyst (BI)

<h3>Job Description</h3>
Job DescriptionDescription:
Summary/Objective: 
The Staff Accountant is committed to creating opportunities to enhance lives one relationship at a time. Additionally, the Staff Accountant focuses on and emphasizes the following values: safety and permanency for all service recipients; respect and compassion at the forefront of every interaction; integrity threaded through each decision; excellence as an expectation and standard, never to be lowered; and stewardship carried out for the benefit of our service recipients and community.
 
Essential Functions: 
Under the leadership of the Finance Manager, the Staff Accountant serves as the lead stakeholder for routine accounts payable, grant reporting (monthly and quarterly), and serves as back up for billing. Transparent and confidential communication, specifically focused on Corporate Compliance practices, are key. 
The Staff Accountant:
· Completes and maintains accounts payable process, ensuring all invoices are uploaded into CHJC’s Accounting System, all required approvals are secured prior to payments, and accounts are kept up to date.
· Provide oversight of credit card reconciliation and processing (payments).
· Assist with contract and grant reconciliation and processing.
· Follow all Finance policies and procedures and ensure related policies and procedures remain up to date. 
· As needed, prepare general ledger journal entries.
· Assis with accounts receivable. 
· Support the monthly, bi-annually, annual, and ad hoc processes of the Senior Accountant, Finance Manager, Revenue Cycle Specialist, and/or CEO.
· Assist with other duties as assigned. 
 
Special Requirements:
Work Environment: Office environment will require occasional travel to conferences and/or meetings. Works in an office setting with a controlled temperature environment. Occasional exposure to inclement weather conditions may occur depending upon assignments. Exposure to noise and occasional physical activity may occur.
Equipment: This position is required to maintain a working knowledge of related office equipment including personal computers and printers, audio-visual equipment, telephone systems, copiers, fax machines, etc.
Physical Demands: This position involves standing, walking, bending, stooping, and reaching as needed to access files, attend meetings, and interact with staff across departments. Occasionally, the employee may need to lift and carry items weighing up to 50 pounds, such as files. Fine motor skills are essential for typing, writing, and handling documents. This position also demands sufficient visual acuity to read printed materials and computer screens, as well as an auditory ability to communicate effectively in person and through phone or video conferencing. Additionally, occasional travel within the service area may be required for audits, training, or site visits. Reasonable accommodation can be provided to enable individuals with disabilities to perform essential functions.
 
Position Type/Expected Hours of Work:
Full-time, traditional hours required along with occasionally some non-traditional hours. This position requires you to work on-site, and offsite. 
 
Travel:
Travel may be required throughout the service area.
 
Required Education and Experience: 
Minimum requirements are an associate’s degree in accounting, finance, business or related field with one year of field experience, bachelor’s degree preferred. Proficient in excel and other Microsoft software products. 
Requirements:
Skills/Abilities/Knowledge:
Strong organizational abilities and office skills are essential for this position. This person must also have excellent people skills and be a team player. Must be able to work with privileged information in an unbiased and ethical manner. Ability to work with diverse populations. Must demonstrate effective and excellent oral and written communication skills and the ability to work cooperatively with others. Must be detail-oriented and possess excellent time-management skills. Requires self-direction, tact, diplomacy, and the ability to be clear, courteous, and professional. Able to react to change productively and handle other duties as assigned. Ability to work under pressure and multi-task. 
 
Additional Eligibility Qualifications:
Must maintain privacy of confidential information. Successful completion of routine pre-employment requirements as mandated by the New York State Department of Health, Office of Mental Health and Office of Children and Family Services along with ongoing clearances and exclusion checks. These requirements are to include employment health requirements, reference checks, criminal background checks/fingerprinting, State Central Registry clearance and your eligibility to work in the United States. A valid NYS driver’s license required. Corporate Compliance, HIPAA Privacy Security, and Workplace Harassment and Discrimination Training and Nonviolent Crisis Intervention, First Aid and CPR will be required following date of hire.

Staff Accountant

<h3>Job Description</h3>
Job Description
Transaction Specialist | Remote | ENRG Realty
Let's build something extraordinary together.
Remote • Full-Time • Finance Department 
At ENRG, we understand that every transaction represents someone's dream, and behind every successful closing is meticulous work that ensures agents get paid accurately and on time. We're building something different—a company where transaction processing becomes a competitive advantage through precision, speed, and genuine care.
Ready to be the guardian of financial accuracy and the champion of timely agent payments?
As our Transaction Specialist, you won't just process paperwork—you'll ensure that every transaction flows seamlessly from contract to closing, protecting agent commissions and enabling them to focus on what they do best: serving their clients with excellence. Your attention to detail and strategic thinking directly impact agent satisfaction and business success.
What You'll Create
Ensure Transaction Excellence Process real estate transactions in Brokerage Engine with accuracy and efficiency that exceeds expectations. Your meticulous review of contracts and commission breakdowns maintains quality control standards that protect both agents and the company while ensuring transparency in every transaction.
Enable Timely Agent Success Prepare and send Commission Disbursement Authorizations (CDAs) to attorneys and title companies ahead of closing deadlines. Your coordination with closing teams ensures seamless payment processing while monitoring transaction timelines to prevent delays that could impact agent payments.
Drive Strategic Improvement Partner with the CFO and leadership to align transaction processes with broader financial goals. Your evaluation of transaction workflows and process recommendations contribute to the development of long-term procedures that scale with company growth.
Champion Cross-Functional Success Work closely with State Brokers to ensure transaction compliance and thorough broker review while coordinating with Brokerage Engine support to resolve system issues. Your partnership across departments ensures smooth processing and serves as a reliable resource for transaction-related guidance.
What Makes You Extraordinary
Your Foundation
<ul>
<li>
Bachelor's degree in Real Estate, Finance, Business Administration, or related field preferred
</li>
<li>
Previous experience in project management, real estate operations, or transaction coordination required
</li>
<li>
Knowledge of commercial or residential real estate processes highly desirable
</li>
<li>
Understanding of legal and financial procedures related to real estate transactions
</li>
</ul>
Your Analytical Superpower
<ul>
<li>
Exceptional attention to detail that catches what others miss
</li>
<li>
Strong organizational and time management skills with ability to manage multiple deadlines
</li>
<li>
Strategic thinking that contributes to process improvement initiatives
</li>
<li>
Excellent interpersonal and written communication skills
</li>
<li>
Proficiency in Microsoft Office and comfort with real estate platforms like Brokerage Engine
</li>
</ul>
Your Professional DNA
<ul>
<li>
You're reliable and self-directed, thriving in remote environments
</li>
<li>
You understand that your accuracy directly impacts agent success and client satisfaction
</li>
<li>
You take pride in meeting deadlines and exceeding quality standards
</li>
<li>
You see every transaction as an opportunity to demonstrate ENRG's commitment to excellence
</li>
<li>
You value both precision and efficiency in your work
</li>
</ul>
What We Offer
Total Rewards That Reflect Your Value Your compensation is just the beginning. We believe in investing in the whole you, a competitive base salary ($70,000-$85,000), discretionary performance bonuses, and comprehensive benefits that grow with your success and support your life beyond work.
Comprehensive Benefits Package We invest in your success with competitive benefits including medical, dental, and vision coverage, retirement planning with company matching, paid time off, and wellness programs that support your whole life.
Professional Growth &amp; Development Access to continuous learning opportunities, cross-functional training, and career advancement paths that grow with your ambitions. We'll even support your formal education goals with tuition reimbursement for career-advancing programs.
Remote-First Freedom Work from anywhere with the flexibility to balance your professional and personal life while staying connected to our collaborative team. All you need is reliable internet and excitement about transforming real estate.
Why You'll Love It Here
Your potential has no limits here. You'll join a team that believes financial accuracy enables innovation, where your precision is valued and your strategic thinking drives improvement.
Excellence Built In • We maintain the highest standards of transaction accuracy and processing speed because agents and clients deserve nothing less
Creating Opportunity • We don't wait for opportunities—we build the financial foundation that creates them for our agents and their clients
Passion That Defines Us • We serve with authenticity and genuine care, ensuring our transaction processes reflect our commitment to agent success
This is where your analytical excellence meets real estate innovation to create something powerful, transaction processing that becomes a competitive advantage through precision, speed, and genuine care.
Ready to Enable Agent Success?
If you're excited about creating transaction excellence that empowers agent success, ensuring financial accuracy that builds trust, and being part of something that's elevating real estate, we want to hear from you.
Apply now and discover how your precision becomes the foundation for limitless agent success.
ENRG Realty is committed to creating an inclusive environment where all team members can thrive, regardless of race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity or expression, marital status, or any other characteristic protected by law.

Transaction Specialist

<h3>Job Description</h3>
Job DescriptionSenior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. &nbsp;Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. &nbsp;Essential Job Functions:
<ul>
<li>Analyze Tax Liability </li>
<li>Prepare Tax Projections </li>
<li>Prepare and file Tax Returns </li>
<li>Prepare and deliver presentations to clients and prospective clients </li>
<li>Develop and maintain client base </li>
<li>Market and sell appropriate tax plans </li>
<li>Attend meetings and continuing education sessions </li>
<li>Take a holistic approach with a team of financial professionals to service clients</li>
<li>Comply with all industry rules and regulations </li>
<li>Represent clients in front of the IRS and state revenue departments </li>
<li>All other task assigned</li>
</ul>
&nbsp;Education/Knowledge &amp; Skills:
<ul>
<li>Ability to effectively manage competing priorities, stringent deadlines, and multiple clients </li>
<li>Strong sense of professional and personal accountability </li>
<li>Basic computer skills and experience with Microsoft Office applications </li>
<li>Bachelor’s Degree in Accounting, Finance, or related field</li>
<li>1-year relevant experience preparing federal, state, and local tax returns for individuals</li>
<li>Enrolled Agent or Certified Public Accountant license preferred </li>
<li>Must possess or be able to obtain Preparer Tax Identification Number (PTIN)</li>
<li>Strong written and verbal communication skills </li>
<li>Highly motivated and a self-starter </li>
<li>Strong leadership qualities, work ethic and an entrepreneurial spirit &nbsp;</li>
<li>Experience with CCH Axcess Software preferred</li>
</ul>
Benefits:
<ul>
<li>Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
<ul>
<li>Eligibility Requirements Vary</li>
</ul>
</li>
</ul>
 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. &nbsp;
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Senior Tax Specialist

<h3>Job Description</h3>
Job DescriptionTax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. &nbsp;Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. &nbsp;Essential Job Functions:
<ul>
<li>Analyze Tax Liability </li>
<li>Prepare Tax Projections </li>
<li>Prepare and file Tax Returns </li>
<li>Prepare and deliver presentations to clients and prospective clients </li>
<li>Develop and maintain client base </li>
<li>Market and sell appropriate tax plans </li>
<li>Attend meetings and continuing education sessions </li>
<li>Take a holistic approach with a team of financial professionals to service clients</li>
<li>Comply with all industry rules and regulations </li>
<li>Represent clients in front of the IRS and state revenue departments </li>
<li>All other task assigned</li>
</ul>
&nbsp;Education/Knowledge &amp; Skills:
<ul>
<li>Ability to effectively manage competing priorities, stringent deadlines, and multiple clients </li>
<li>Strong sense of professional and personal accountability </li>
<li>Basic computer skills and experience with Microsoft Office applications </li>
<li>Bachelor’s Degree in Accounting, Finance, or related field</li>
<li>1-year relevant experience preparing federal, state, and local tax returns for individuals</li>
<li>Enrolled Agent or Certified Public Accountant license preferred </li>
<li>Must possess or be able to obtain Preparer Tax Identification Number (PTIN)</li>
<li>Strong written and verbal communication skills </li>
<li>Highly motivated and a self-starter </li>
<li>Strong leadership qualities, work ethic and an entrepreneurial spirit &nbsp;</li>
<li>Experience with CCH Axcess Software preferred</li>
</ul>
Benefits:
<ul>
<li>Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
<ul>
<li>Eligibility Requirements Vary</li>
</ul>
</li>
</ul>
 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. &nbsp;
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Tax Planning Specialist

<h3>Job Description</h3>
Job DescriptionTax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. &nbsp;Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. &nbsp;Essential Job Functions:
<ul>
<li>Analyze Tax Liability </li>
<li>Prepare Tax Projections </li>
<li>Prepare and file Tax Returns </li>
<li>Prepare and deliver presentations to clients and prospective clients </li>
<li>Develop and maintain client base </li>
<li>Market and sell appropriate tax plans </li>
<li>Attend meetings and continuing education sessions </li>
<li>Take a holistic approach with a team of financial professionals to service clients</li>
<li>Comply with all industry rules and regulations </li>
<li>Represent clients in front of the IRS and state revenue departments </li>
<li>All other task assigned</li>
</ul>
&nbsp;Education/Knowledge &amp; Skills:
<ul>
<li>Ability to effectively manage competing priorities, stringent deadlines, and multiple clients </li>
<li>Strong sense of professional and personal accountability </li>
<li>Basic computer skills and experience with Microsoft Office applications </li>
<li>Bachelor’s Degree in Accounting, Finance, or related field</li>
<li>1-year relevant experience preparing federal, state, and local tax returns for individuals</li>
<li>Enrolled Agent or Certified Public Accountant license preferred </li>
<li>Must possess or be able to obtain Preparer Tax Identification Number (PTIN)</li>
<li>Strong written and verbal communication skills </li>
<li>Highly motivated and a self-starter </li>
<li>Strong leadership qualities, work ethic and an entrepreneurial spirit &nbsp;</li>
<li>Experience with CCH Axcess Software preferred</li>
</ul>
Benefits:
<ul>
<li>Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
<ul>
<li>Eligibility Requirements Vary</li>
</ul>
</li>
</ul>
 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. &nbsp;
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<h3>Job Description</h3>
Job Description
Position Summary:
The Clinical Performance Specialist is responsible for supporting our medical group’s clinical activities through data analysis, report creation, and performance improvement efforts. This role is ideal for someone who is analytical, detail-oriented, and thrives on working with numbers and data to drive meaningful change. You will collaborate directly with the Director of Clinical Performance and other key departments such as Billing, Coding, and Finance. Training is provided.
Key Responsibilities:
Data Analytics &amp; Interpretation
<ul>
<li>Build tables and performance scorecards, and schedule recurring reporting tasks.</li>
<li>Analyze and interpret clinical performance data across programs, quality measures, and provider activities.</li>
<li>Produce weekly performance reports summarizing provider activity and visit data.</li>
<li>Identify trends, gaps, and opportunities for improvement using data and dashboards.</li>
<li>Support practices by providing the data needed to stay in compliance with performance metrics.</li>
<li>Collaborate with clinical teams, billing, coding, and finance to develop action plans.</li>
</ul>
Performance Improvement
<ul>
<li>Partner with clinical and administrative teams to design and document Standard Operating Procedures (SOPs).</li>
<li>Collaborate with subject-matter experts in care management, coding, and quality to implement performance-enhancing interventions.</li>
<li>Recommend changes in workflows, policies, and procedures to support clinical performance goals.</li>
<li>Assist in driving a culture of continuous improvement across clinical sites.</li>
<li>Provide onsite support to clinical teams to improve documentation and reporting related to performance metrics.</li>
</ul>
Qualifications:
<ul>
<li>Bachelor’s Degree (Healthcare-related field preferred)</li>
<li>3+ years of experience in healthcare, preferably in a performance improvement or data-focused role</li>
<li>Strong interpersonal and organizational skills</li>
<li>Excellent analytical and critical thinking abilities</li>
<li>Ability to work independently and collaboratively</li>
<li>Strong attention to detail and time management skills</li>
</ul>
Technical Skills:
<ul>
<li>Proficiency in Microsoft Office (especially Excel and Word)</li>
<li>Experience working with Electronic Health Records (EHR)</li>
<li>Comfortable using email and digital collaboration tools</li>
<li>Familiarity with healthcare data, performance metrics, and compliance requirements</li>
</ul>
What We Offer:
<ul>
<li>Competitive salary based on experience</li>
<li>401(k) retirement plan</li>
<li>Medical, Dental, and Vision insurance</li>
<li>Paid time off (PTO)</li>
<li>Life insurance</li>
</ul>
Schedule:
<ul>
<li>Monday to Friday</li>
<li>8-hour shift</li>
<li>Full-time </li>
</ul>
Work Location:
<ul>
<li>In-person</li>
<li>North Andover, MA 01845 (Applicants must reliably commute or plan to relocate before starting work)</li>
</ul>

Clinical Performance Specialist

<h3>Job Description</h3>
Job Description
Position: Collections Specialist 
Location: Schaumburg, IL
Years of Experience: 5+ years 

About RTM: 
RTM Engineering Consultants is an MEP, Civil and Structural engineering firm that goes beyond the conventional consulting role. We forge deep partnerships with our clients by aligning with the goals, processes and people at each organization. By integrating our expertise, we offer a comprehensive suite of national resources combined with localized relationships, delivering exceptional value to our clients.
At RTM Engineering Consultants, we prioritize the well-being and growth of our team members. Our commitment to professional development is evident through hands-on mentoring, opportunities for advancement, and access to RTM University. With integrated multi-disciplinary studios, you'll collaborate with experts of all levels and various disciplines. We continuously foster a positive team culture through outings that strengthen the bonds of our teams and at RTM, giving and taking are fundamental values. We believe in giving our best, contributing to others, and embracing diversity and equality for progress. Join our dynamic and inclusive team where your well-being, growth, and contributions are valued. 
Our Team: 
At RTM, we hold a profound appreciation for our workforce. We firmly believe that YOU, our team members, are our most valuable asset and are instrumental in defining our organization. Our dedication lies in delivering experiences that foster your growth and success, whether you are just embarking on your career path or have attained seasoned expertise. Guided by our CORE values of Collaborative Communication, Overall Unity, Respect and Trust, and Excellence in Engineering, we forge a unified team that consistently pursues professional achievement in all endeavors we undertake. 
RTM is proud to offer a comprehensive benefits package designed to promote employee health, wellness, and financial security. Our offerings include medical, dental, and vision plans, employee assistance program, disability coverage, life insurance, 401(k) and profit sharing, flexible work schedule, paid time off and training and development courses.
Benefits of Joining RTM:
<ul>
<li>Responsible Time Off (RTO) &amp; Paid Holidays</li>
<li>Flexible Scheduling </li>
<li>401K with Matching </li>
<li>Health, Dental, Vision, &amp; Life Insurance</li>
<li>Hands-on Mentoring &amp; Learning</li>
<li>Professional Advancement Opportunities </li>
<li>Integrated Multi-disciplinary Studios.</li>
</ul>
Role Overview:
Primary duty is to assist the accounts receivable manager in the company’s accounts receivable process and collecting outstanding receivables in order to meet monthly cash and collection goals. Oversee processes and procedures in order to reduce the amount of unpaid debt the company incurs. 
Key Responsibilities:
<ul>
<li>Monitor the firm’s accounts receivable and identify overdue accounts.</li>
<li>Contact past due customers via telephone and email and maintain consistent follow up with these accounts in accordance with established procedures. Negotiate payment plans if necessary.</li>
<li>E-mail invoices and statements as necessary.</li>
<li>Develop good relationships with customers and be the “squeaky wheel” to improve collections.</li>
<li>Notate invoice discussions with clients in ERP system. Continually refer to notes until collection.</li>
<li>Processing and reviewing account adjustments.</li>
<li>Timely scanning of checks for deposit into bank and obtaining incoming wires and ACH receipt reporting from bank.</li>
<li>Match incoming deposit transaction against open invoices by project and post receipts properly into ERP system.</li>
<li>Ensure customer retainers are properly handled and recorded.</li>
<li>Work with other business unit employees and project managers to assist in collections when required.</li>
<li>Maintain and report monthly metrics goals such as DSO and aging buckets.</li>
<li>Communicate with AR Manger regarding all aspects of assigned collections and assist in determining customers to no longer do business with or put on hold.</li>
<li>Maintain excellent records of customer contacts (including accounting and project manager).</li>
<li>Resolve customer issues and resolve invoice discrepancies with billing department.</li>
<li>Submit regular reports on the status of unpaid accounts and any repayment progress.</li>
<li>Perform administrative and clerical tasks, such as data entry, preparing invoices, sending bill reminders, filing paperwork, and contacting clients to discuss their accounts.</li>
<li>Assist in development and enforcement of company credit policy with clients.</li>
<li>Create and implement a strategy to improve collection of outstanding receivables.</li>
<li>Timely prepare and review accounts receivable aging reports.</li>
<li>Follow up with clients for collection of receivables and escalate internally when cases of non-payment occur. </li>
<li>Review and recommend accounts to be sent to attorney for collections.</li>
<li>Verify and complete lien waiver requests for Controller signature and processing.</li>
<li>Follows established work rules, policies and procedures.</li>
<li>Actively engages with other members of the company to continuously strive to improve processes, create efficiencies and reduce costs.</li>
<li>Cooperatively takes on other duties, roles or responsibilities as assigned.</li>
</ul>
Minimum Qualifications:
<ul>
<li>5 years experience in a collections capacity</li>
<li>Bachelor’s degree in finance or accounting (preferred but not required)</li>
<li>Must be skilled and comfortable calling clients to collect outstanding balances</li>
<li>Problem solver that works well with internal team members</li>
<li>Computer proficiency with MS Office products</li>
<li>Excellent analytical skills, detail-oriented, close attention to accuracy</li>
<li>Hands-on experience using computer-based accounting programs</li>
</ul>
Preferred Skills: 
<ul>
<li>Team-oriented, professional, self-starter with a positive attitude and multi-tasking capability.</li>
</ul>
Estimated Starting Salary Range: $50,000.00 to $65,000.00 
Equal Employment Opportunity: 
It is the policy of RTM Engineering Consultants to practice a program of equal employment opportunity, and advancement opportunities are made available to all employees on the basis of individual qualifications without regard to race, religion, color, national origin, disability, age or gender.
Must be authorized to work in the United States.
RTM does not currently accept unsolicited resumes through or from search firms or recruiters.

Accounts Receivable Specialist

<h3>Job Description</h3>
Job DescriptionSenior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. &nbsp;Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. &nbsp;Essential Job Functions:
<ul>
<li>Analyze Tax Liability </li>
<li>Prepare Tax Projections </li>
<li>Prepare and file Tax Returns </li>
<li>Prepare and deliver presentations to clients and prospective clients </li>
<li>Develop and maintain client base </li>
<li>Market and sell appropriate tax plans </li>
<li>Attend meetings and continuing education sessions </li>
<li>Take a holistic approach with a team of financial professionals to service clients</li>
<li>Comply with all industry rules and regulations </li>
<li>Represent clients in front of the IRS and state revenue departments </li>
<li>All other task assigned</li>
</ul>
&nbsp;Education/Knowledge &amp; Skills:
<ul>
<li>Ability to effectively manage competing priorities, stringent deadlines, and multiple clients </li>
<li>Strong sense of professional and personal accountability </li>
<li>Basic computer skills and experience with Microsoft Office applications </li>
<li>Bachelor’s Degree in Accounting, Finance, or related field</li>
<li>1-year relevant experience preparing federal, state, and local tax returns for individuals</li>
<li>Enrolled Agent or Certified Public Accountant license preferred </li>
<li>Must possess or be able to obtain Preparer Tax Identification Number (PTIN)</li>
<li>Strong written and verbal communication skills </li>
<li>Highly motivated and a self-starter </li>
<li>Strong leadership qualities, work ethic and an entrepreneurial spirit &nbsp;</li>
<li>Experience with CCH Axcess Software preferred</li>
</ul>
Benefits:
<ul>
<li>Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
<ul>
<li>Eligibility Requirements Vary</li>
</ul>
</li>
</ul>
 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. &nbsp;
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MX1awcQRXQ

<h3>Job Description</h3>
Job DescriptionTax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. &nbsp;Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. &nbsp;Essential Job Functions:
<ul>
<li>Analyze Tax Liability </li>
<li>Prepare Tax Projections </li>
<li>Prepare and file Tax Returns </li>
<li>Prepare and deliver presentations to clients and prospective clients </li>
<li>Develop and maintain client base </li>
<li>Market and sell appropriate tax plans </li>
<li>Attend meetings and continuing education sessions </li>
<li>Take a holistic approach with a team of financial professionals to service clients</li>
<li>Comply with all industry rules and regulations </li>
<li>Represent clients in front of the IRS and state revenue departments </li>
<li>All other task assigned</li>
</ul>
&nbsp;Education/Knowledge &amp; Skills:
<ul>
<li>Ability to effectively manage competing priorities, stringent deadlines, and multiple clients </li>
<li>Strong sense of professional and personal accountability </li>
<li>Basic computer skills and experience with Microsoft Office applications </li>
<li>Bachelor’s Degree in Accounting, Finance, or related field</li>
<li>1-year relevant experience preparing federal, state, and local tax returns for individuals</li>
<li>Enrolled Agent or Certified Public Accountant license preferred </li>
<li>Must possess or be able to obtain Preparer Tax Identification Number (PTIN)</li>
<li>Strong written and verbal communication skills </li>
<li>Highly motivated and a self-starter </li>
<li>Strong leadership qualities, work ethic and an entrepreneurial spirit &nbsp;</li>
<li>Experience with CCH Axcess Software preferred</li>
</ul>
Benefits:
<ul>
<li>Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
<ul>
<li>Eligibility Requirements Vary</li>
</ul>
</li>
</ul>
 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. &nbsp;
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