Financial Planning and Analysis

• Resolve patient accounts through timely and appropriate financial counseling and collections
• Collect deductibles, co-pays, co-insurance, self-pay amounts, and other payments
• Perform in-depth demographic and financial assessments, generally at the bedside, to determine appropriate payor sources
• Assist patients with financial assistance, outside agency referrals, Social Security Administration appointments, and disability determination processes
• Interview patients or representatives to obtain accurate demographic and financial information in accordance with HIPAA guidelines
• Explain insurance terms and estimated financial responsibility; request and receive payments and issue receipts
• Monitor high-dollar accounts and ensure accurate information for timely submission and reimbursement
• Initiate authorization and insurance verification processes and communicate changes to relevant departments
• Coordinate and monitor Department of Health and Human Services applications
• Collaborate with Social Work and Outcomes Management to support appropriate patient care continuums
• Maintain revenue cycle knowledge through review of payor regulations and guidelines
• Complete special revenue-cycle projects, including complex patient reviews and financial counseling support at other facilities
• Escalate issues to appropriate management

Patient Financial Specialist

• Apply standard and methodological competence with decision-making authority in the area of responsibility
• Analyze and evaluate business transactions in supported areas
• Review processes and interfaces with HR, sales, purchasing, and other departments to support cross-functional harmonization
• Review, analyze, design, and harmonize business processes across finance functions
• Prepare and conduct process reviews and workshops online or offline
• Track and implement workshop findings and tasks independently
• Participate in global rollout of processes and systems in the region as part of projects
• Conceptualize and document process standards
• Create user training materials
• Ensure continuous knowledge transfer and professional documentation of process and project-related changes
• Adhere to standards and methods while considering interfaces to adjacent SAP modules
• Define new integrative ERP processes in collaboration with adjacent departments while adhering to FI/CO standards and methods
• Prioritize financial requirements for IT solutions in alignment with Global FPD
• Support or lead special projects, including PMO, project controlling, testing definition and coordination, and delivery of cross-functional work packages
• Carry out other tasks assigned by management due to operational necessity

Senior Finance Processes, ERP Specialist

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, and refer customers to appropriate internal specialists
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies
• Complete mandated training, assessments, performance goals, and continuing education requirements
• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data and follow standard KYC procedures to open accounts
• Serve as interim Financial Advisor and service client accounts
• Document client interactions and opportunities accurately in Salesforce
• Collaborate with core banking and investment partners

Financial Advisor – Merrill Advisor Development Program

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Collaborate with and receive mentorship from Merrill Financial Advisor Teams to promote portfolio growth
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies for clients
• Complete mandated training, assessments, performance goals, and continuing education requirements
• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data and follow standard KYC procedures to open accounts
• Serve as interim Financial Advisor and service client accounts
• Document client interactions and opportunities accurately in Salesforce

Merrill Advisor Development Program – Financial Advisor

• Serve as a key member of the executive leadership team and the company's senior financial executive
• Lead the company's financial management, financial strategy, government contract pricing, and contracts administration functions
• Oversee day-to-day financial operations
• Develop the annual operating plan with the CEO
• Collaborate with the CEO and senior leadership on short-, mid-, and long-term business strategies
• Establish financial strategies, policies, controls, and systems supporting strategic objectives
• Maintain financial systems and practices compliant with federal government contractor and audit requirements
• Assess and manage financial and compliance risks
• Establish, monitor, and forecast indirect cost pools
• Develop provisional billing rates and forecast final indirect rates
• Oversee incurred-cost submissions and provide DCAA audit support
• Lead proposal pricing, cost/price models, labor rates, indirect rates, escalation, fee, subcontractor inputs, and profitability analysis
• Partner with Business Development on competitive pricing and Price-to-Win strategy
• Develop proposal pricing tools, templates, assumptions, and review processes
• Institutionalize proposal pricing capability through training and cross-training
• Evaluate SCA/CBA impacts, incumbent compensation, staffing assumptions, indirect-rate effects, and other GovCon cost drivers
• Lead or support cost and price volumes, basis-of-estimate documentation, pricing narratives, and supporting schedules
• Provide executive oversight of the contracts function across the full contract lifecycle
• Review solicitations, contracts, task orders, modifications, teaming agreements, NDAs, subcontract agreements, and other contractual instruments
• Monitor contract funding, periods of performance, ceilings, obligated amounts, option periods, and milestones
• Interface with government contracting officers, contract specialists, prime contractors, subcontractors, and customers
• Ensure accurate billing and invoicing through government systems and customer portals
• Monitor accounts receivable and collections and resolve billing discrepancies and outstanding receivables
• Maintain succession plans for the CFO and other key positions
• Prepare financial statements, partner reports, and governmental agency reports
• Work with an outside accounting firm on company tax returns
• Lead annual budgeting and long-term financial projections
• Analyze revenue, expenses, and net income projections against actual results
• Identify opportunities for reorganization, downsizing, or elimination
• Analyze long-range economic trends and their impact on planned growth
• Perform other CFO-office functions requested by the CEO

Chief Financial Officer

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, refer customers to internal specialists, and execute customized solutions
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies
• Provide tailored and personalized advice through client reviews and presentations
• Partner with management to assess financial goals and recommend investment advisory strategies
• Shadow Financial Advisor teams, build networks, share market developments, and discuss new products
• Leverage technology and available resources to optimize customer experience and operational accuracy
• Participate in ongoing training focused on book-of-business development and financial targets
• Build relationships with internal service providers based on client needs and asset thresholds
• Proactively manage risk across business, product, and service transactions

Financial Advisor – Partially Registered

• Provides accurate and timely submission of claims to various payer sources based on timely filing guidelines
• Follows up on specialty accounts, with increased focus on aged and high-dollar accounts
• Compares expected to actual reimbursement and pursues identified payer variances
• Works with departments to resolve missing payments, payer delays, and technical denials
• Ensures insurance payments are correct and posted to accounts
• Reviews accounts after payment posting to determine secondary payer or patient liability balances
• Resolves discharged-not-final-billed/stop-bill errors and claim edits
• Processes daily paper claims for primary and secondary claims
• Follows up on specialty accounts receivable and rebills rejected claims when appropriate
• Identifies root causes of non-payment denials and coordinates claim and account corrections
• Escalates accounts to payers or internal teams as appropriate
• Identifies system issues through trending and repetitive actions
• Communicates specific errors to Prisma Health department teams for correction
• Contacts payers, patients, or guarantors regarding delinquent account status and expedites payment
• Meets daily productivity and quality goals and contributes to department goals
• Performs other duties as assigned

Patient Financial Services Biller

• Oversee the company’s accounting and financial management functions
• Manage financial reporting, job cost accounting, internal controls, and cash management
• Partner with operations and executive leadership to provide financial insights
• Lead monthly, quarterly, and annual close processes
• Ensure integrity of the general ledger, reconciliations, and financial statements
• Ensure compliance with GAAP
• Collaborate with external auditors on annual audits or reviews
• Prepare management financials and KPI reports
• Establish and maintain internal controls, accounting policies, and procedures
• Monitor job cost accounting, WIP schedules, and percentage-of-completion reporting
• Review project financial performance and support cost and margin analysis
• Ensure accurate capture and coding of job costs
• Partner with project management on costs incurred and cost-to-complete estimates
• Manage equipment department accounting, utilization, and profitability reporting
• Support job cost estimates, contract billing, retainage tracking, and revenue recognition compliance
• Analyze margin variances, cost overruns, and profitability opportunities
• Manage working capital and cash forecasts
• Monitor customer invoicing, accounts receivable aging, collections, accounts payable, and pay-when-paid arrangements
• Participate in operational budgets and forecasts
• Review contracts
• Support banking, bonding, and insurance relationships with required reports
• Improve and automate AP, AR, payroll, expense management, and related processes
• Produce meaningful financial and KPI reports
• Support general office operations in a small-team environment
• Report to the Chief Financial Officer and supervise accounting staff

Financial Planning and Analysis jobs in South Carolina