Financial Services Associate Resume Samples
4.5
(100 votes) for
Financial Services Associate Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the financial services associate job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
VT
V Toy
Vida
Toy
835 Kerluke Vista
Houston
TX
+1 (555) 827 6644
835 Kerluke Vista
Houston
TX
Phone
p
+1 (555) 827 6644
Experience
Experience
Los Angeles, CA
Financial Services Associate
Los Angeles, CA
Reynolds and Sons
Los Angeles, CA
Financial Services Associate
- Attends meetings conducted by Branch Manager, RA Manager, or Division Manager to stay informed
- Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients
- Attends meetings conducted by Branch Manager, Cluster Manager, or Division Manager to stay informed
- Attends or provides employee training to improve efficiency and ensure conformance to standard procedures and practices
- Provides entry-level FSA training to improve branch/division efficiency and ensure conformance to standard procedures and practices
- Assist in the branch Risk Management Review process to include, but not limited to, monitoring bait money and ensuring dual control procedures are followed
- Images proof work through branch capture machine to include reviewing work and making corrections
Houston, TX
Associate, Financial Services
Houston, TX
Bahringer LLC
Houston, TX
Associate, Financial Services
- Assist with the development of risk management process and technology services, driven by operations, technology, and regulatory and compliance mandates
- Support project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk/issue tracking
- Engage in project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk/issue tracking
- Lead and supervise teams, coach staff members, and provide ongoing written and verbal feedback
- Perform scheduled data gathering, , utilizing technology tools
- Perform offsite delivery of business processes including technology, finance, reporting, and data analytics
- Assist in delivering transfer pricing projects
present
Houston, TX
Associate Financial Advisory Services
Houston, TX
Hilll-Streich
present
Houston, TX
Associate Financial Advisory Services
present
- Strong knowledge of accounting and applied financial theory, keen analytical capabilities
- No Class of 2013 graduates, please
- Participate in buy-side and sell-side transaction advisory engagements
- Assist in leading discussions with senior client executives and target management
- Execute and review diligence through fieldwork, management meetings and desktop review
- Review target company financial information and other data to identify
- Supporting FAS portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Auburn University
Bachelor’s Degree in Finance
Skills
Skills
- Ability to use basic math skills to problem solve
- Ability to Problem Solve, and develop ideas
- Good Critical Thinking
- Good Business Communication Skills
- Excellent Interpersonal Skills
- Responsible and Committed
- Drive and Initiative
- Self Confident and Autonomous
- Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)
- Customer Service Focused
15 Financial Services Associate resume templates
Read our complete resume writing guides
1
Associate Financial Advisory Services Resume Examples & Samples
- Motivated, creative and outgoing and possesses strong financial analysis and management skills
- Strong knowledge of accounting and applied financial theory, keen analytical capabilities
- Coursework in accounting and finance required
- Three to five years of relevant experience in valuation, financial due diligence, and/or corporate finance/corporate development
- No Class of 2013 graduates, please
2
Senior Associate Financial Services Resume Examples & Samples
- A minimum of 3 years of experience with internal audit, risk management and/or regulatory compliance
- A minimum of 2 years of experience in the financial services industry within asset management, capital markets, and/or banking
- Solid experience and knowledge of internal controls, including documenting control processes; testing internal controls; developing workpapers and documentation of audit findings
- Strong presentation, communication, and people skills
- Applicable certifications such as CIA, CISA, CAMS, etc
3
Associate Financial Advisory Services Chicago Resume Examples & Samples
- Financial Consulting: Litigation Support & Financial Expert Opinions
- Assisting in the preparation of fee proposals to clients including scoping discussions, pitch materials and internal engagement pricing committee memoranda
- Participating in deal team brainstorming discussions, preparing information request lists, designing and drafting client deliverables
- Directing the efforts of analysts and checking their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
- Attending in-person and telephonic due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by HL
- Reviewing and compiling published financial information such as public company filings, press releases, reports from published research analysts and Bloomberg data across a wide range of industries and sectors
- Identifying relevant comparable public companies, M&A transactions and debt securities, based upon information services such as CapitalIQ and Bloomberg
- Researching and providing information on (a) general economic conditions, (b) industry specific conditions and trends, (c) acquisitions and divestitures within specific industries and (d) various investment attributes of publicly traded and privately-held securities
- Compiling statistical summaries of companies’ financial information, developing and computing financial ratios and presenting the analyses in an organized manner and/or using our standard formats and presentations
- Constructing and reviewing valuation and other financial analyses including the guideline public companies, guideline precedent transactions and discounted cash flow analyses, using HL proprietary models
- Performing financial-statement and other quantitative and qualitative assessments
- Performing other ad-hoc research, analytics and support for the engagement team as required
- Coordinating with internal administrative support teams to prepare engagement invoices, working paper files and other compliance / end of engagement close out procedures
- Participating in discussions with in-house and outside legal counsel as required; and
- Assisting with marketing initiatives for prospective and existing clients
4
Financial Services Associate Gfs \ Dfs Resume Examples & Samples
- Problem solving/analytical skills
- Self Starter with good verbal and written communication skills
- Good interpersonal skills and a good team player
- Highly participative and motivated to engage in team activities
- Good knowledge of MS Office suite of software like MS Word, Excel and PowerPoint
- Prefer candidates with financial process background
5
Financial Accounting & Advisory Services Senior Associate Resume Examples & Samples
- 3 to 4 years of experience in the audit or accounting advisory profession
- Good verbal and written communication abilities
- Confident, independent and adaptable
6
Associate Partner Financial Services Resume Examples & Samples
- At least 7 years experience in financial service industry dynamics, its business and IT
- At least 7 years experience in IT solutions, packages and architectures supporting the process/functional area of expertise
- At least 7 years experience in selling complex solutions in the FSS Belgian market (track record)
- At least 7 years experience in broad relationship networking in FSS in Belgium
- At least 7 years experience in good problem solving, innovative and analytical skills
- At least 7 years experience in good communication and interpersonal skills
- At least 7 years experience in strong leadership in leading complex and interfunctional teams
- French: Fluent
- Dutch: Fluent
7
Financial Services Risk Senior Associate Resume Examples & Samples
- Validation and monitoring of model and scorecard performance and management information system
- Four years’ experience in financial services credit risk management. Candidates with lesser experience will be considered at Associate Level
- BA or BS in Accounting, Finance, Business, Mathematics, Statistics equivalent degree
- Strong written and verbal communication skills to deliver high quality, actionable feedback on complex issues to executive and line management on risk/control issues and potential solutions to close gaps
8
Financial Services Risk Associate Resume Examples & Samples
- Provide strategic sourcing services related to regulatory compliance, AML, corporate governance, enterprise risk management, internal controls and internal audit, to our clients in financial services (FS) industry . Candidate with lesser experience will be considered at Associate level
- Deliver assignments to a high level of client satisfaction
- 4 - 6 years relevant risk management, compliance &/or Internal Audit experience in banking, insurance, asset management, and/or in a big public accounting firm
- Solid understanding of regulatory expectations such as MAS and HKMA. Knowledge on other major jurisdictions a plus
- Knowledge of the global risk and regulatory environment
- Industry related certification (e.g., CPA/CA, CIA, CMA, RICS)
- Experience with the design, development and implementation of internal controls for financial services business processes, especially in Client Onboarding/Remediation a plus
- Demonstrate strong internal audit job planning, execution and reporting skills
9
Planning & Financial Services Associate Resume Examples & Samples
- Conduct market analyses to evaluate market potential for development of proposed projects
- Evaluate financial feasibility of proposed projects
- Analyze existing senior living communities to develop strategic business plans to facilitate restructuring
- Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements
- Communicate with key client management and Board personnel
- Present key findings of feasibility analyses
- Development of business and strategic plans, proposals and presentations
- Proposals and presentations for new business development
- Participate with project and task-oriented assignments, as required
- Other duties as may be assigned
- Bachelor’s Degree with a concentration in accounting or finance
- Graduate degree is preferred
- Minimum of two years business experience including financial analysis, accounting and operations
- Client service experience is preferred
- Proficient with Microsoft Excel, Word, PowerPoint, Outlook, and Lotus 1-2-3
- Basic financial modeling skills
- Interpersonal, oral and written communication skills
- Strong organization skills and ability to manage complex tasks and issues concurrently
- Demonstrate flexibility and positive client- service attitude
- Self-starter capable of working independently
10
Management Financial Services Associate Resume Examples & Samples
- Oversee the accounting, business office and financial reporting functions
- Involvement in hiring and training of the on-site Business Office Manager
- Implementing and periodically verifying strong internal controls and business office processes
- Assisting in the accounting system set-up and support
- Reviewing billing, payables and payroll
- Reviewing month-end financial reports for accuracy and completeness
- Monthly reporting package which includes all GAAP financial statements as well as several ad-hoc reports and analysis
- Determine state, federal, taxing authority and financing reporting requirements
- Coordinate and complete the annual budget process
- Producing the operating budget summary
- Function as a key resource for the Operations Regionals and Executive Directors
- Participate in community Board meetings and investor calls
- Proactively identify opportunities for improvement
- Be available to work overtime as needed
- Be available to travel as needed
- Minimum years’ experience in industry or public accounting
- Proficient with Microsoft Excel, Word and overall strong computer literacy
- Strong accounting, accounting system and internal control knowledge
- Attentive to detail
- Possess excellent organizational skills
- Demonstrate strong team-working skills
- Ability to Multi-Task
- Ability to solve problems
- Positive Attitude
11
Financial Services Asset Management Experienced Associate Houston Resume Examples & Samples
- Demonstrating and applying foundational knowledge of the technical accounting and financial reporting standards under the GAAP, GAAS, and PCAOB
- Applying applicable auditing standards when performing auditing work, taking proactive steps to be familiar with the firm 's audit methodology and guidance
- Elevating potential issues on a timely basis after gathering key facts
- Leveraging team members and appropriate technical resources to assist in resolutions
- Taking pride and responsibility for the quality of work and performing critical self-reviews
- Demonstrating professional skepticism, independence, and objectivity
- Seeking proactively the advice of supervisors and responding to feedback in a timely manner
12
Advisory Financial Services Banking Technology Senior Associate Resume Examples & Samples
- Communicating in an organized and knowledgeable manner in written and verbal formats including delivering clear requests for information and communicating potential conflicts
- Demonstrating aptitude for conducting quantitative and qualitative analyses of large and complex data
- Leading a key workstream in an engagement(s), staying educated on current trends and assisting in the development of knowledge capital
- Managing and/or contributing to project planning, engagement administration, budget management, and successful completion of engagement workstream(s)
13
Financial Services Associate Analyst Resume Examples & Samples
- Bachelor’s degree in liberal arts, including but not limited to Political Science, English, Pre-Law programs, International Studies
- Strong academic record, including, without limitation, course work that EY deems relevant to this position
- Zero to two years of relevant work experience
- Flexible and willing to travel, as well as work in excess of standard hours when necessary, Travel is estimated at 0-5%
- Past professional experience preferred (e.g., internship, externship)
- Possess strong writing skills and ability to think analytically
- Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Access and/or SharePoint) and willingness to learn firm-used technologies
- Demonstrate willingness to
14
Financial Services Associate Resume Examples & Samples
- Sell insurance and investment products
- Solicit new customers through approved techniques and methods
- Conserve existing insurance and investments products
- Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies
- Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional Associate
- Conform to and abide by the procedures, rules and requirements of Prudential Financial companies, of regulatory bodies, and the state or states where the Financial Professional Associate operates
15
Associate Supporting Cao-financial Advisory Services Resume Examples & Samples
- Transaction Opinions: Fairness opinions, solvency and other capital adequacy opinions, valuation opinions
- Transaction Advisory Services: Purchase price allocation, goodwill impairment, equity-based compensation, fresh-start accounting, tangible asset valuation, due diligence services
- Portfolio Valuation & Advisory Services: Fair value reporting, derivatives valuation & risk management, investment advisory services for private equity firms and hedge funds
- Financial Consulting: Litigation support & financial expert opinions
- Initiate and develop in-depth analysis related to revenue, expenses and source of business
- Strengthen current monthly reporting and analysis for senior management
- Assist with the development of weekly, monthly , and quarterly reports for senior management
- Develop a partnership with IT and Accounting to create better reporting tools and capabilities
- Create thought leadership around better revenue forecasting for FAS, utilizing current systems and data
- Recommend and implement new analysis related to the FAS practice, both externally and internally focused content
- Ad-hoc analysis and reporting as needed, both for financial and marketing initiatives
- Travel Required ( ~ 10%)
- Experience Required: 8-10 years
16
Associate Financial Advisory Services Resume Examples & Samples
- Participate in buy-side and sell-side transaction advisory engagements
- Must have the ability to handle multiple assignments simultaneously
- Assist in leading discussions with senior client executives and target management
- Execute and review diligence through fieldwork, management meetings and desktop review
- Review target company financial information and other data to identify
- The ideal candidate will be highly motivated with an exceptional work ethic, and have a demonstrated ability and desire to work cooperatively with team members and client professionals
- Demonstrated professional achievement and client service excellence
- A minimum of 5 years of Big 4 audit experience OR 4 years of Transaction Services experience (or combination thereof) with a national firm, providing financial and tax due diligence and other transaction-related services
- Industry concentration is encouraged
- Demonstrated understanding and application of capital markets and valuation concepts
- Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
- Working understanding of common transaction tax related matters
- Working knowledge of financial reporting packages (Oracle, SAP, JD Edwards, etc.)
- Strong command of Microsoft Excel, PowerPoint and common database systems
17
Advisory Financial Services Banking Technology Senior Associate Resume Examples & Samples
- Understanding and solving business and technology challenges related to the implementation of CRM technologies, delivering Social & Mobile Enterprise platforms, and designing and developing platform-based applications that meet client business needs
- System application implementations, software configurations or other related coding in the following CRM technological product suites ? Salesforce.com, SAP, Oracle, Marketo and related cloud and/or on?premise ERP business applications
- Produce deliverables within a diverse, fast paced environment, collaborate effectively across teams and juggle multiple projects and initiatives simultaneously
18
Associate Financial Advisory Services Resume Examples & Samples
- Reviewing client investment memoranda, board of directors presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
- Directing the efforts of financial analysts and checking their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
- Assisting in the preparation of pitch materials and information request lists to clients
- Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey
- Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models
- Presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
- Assist in presenting valuation analyses and conclusions internally to review committees
- Minimum of five years of work experience at an accounting or valuation firm
- A fundamental understanding of financial valuation theory, methodologies, and applications
- Big Four, Independent Valuation Consultants, and/or transaction advisory services experience is a plus
19
Financial Services Advisory Senior Associate Resume Examples & Samples
- Executing credit risk processes, performing credit analysis and risk ratings
- Understanding credit policy, financial planning, portfolio management, and allowance for loan loss discussions
- Comprehending consumer credit risk workflow technologies, analytics - e.g., Moody's KMV, S&P, and/or, reporting technologies, e.g., Oracle, Cognos, et al
- Creating and executing design and application of consumer credit risk reporting and analytics in driving strategic, credit policy, financial planning, portfolio management, and allowance for loan loss discussions
- Creates a positive environment by monitoring workloads of
- Provides candid, meaningful feedback in a timely manner; keeping leadership informed of progress and issues; answering questions and providing direction to less-experienced staff; and,
- Preparing complex written and verbal materials
20
Excellent Training Program Entry Level Financial Services Associate Resume Examples & Samples
- Bachelor’s degree in Business, Communications, Science or and Technology is required
- Excellent analytical and problem-solving skills
- Possess knowledge to facilitate discussions on how to implement a process change utilizing commonly used frameworks
- Communication skills, verbal and written, capable of expressing complex issues to a broad audience
- Must be detail-oriented and demonstrate careful decision-making skills
- Requires organization and the ability to manage multiple tasks
- Must work well in a fast paced environment
21
Associate Financial Advisory Services Resume Examples & Samples
- Participating in telephonic due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey
- Minimum of three years valuation experience
- Master in Finance or Business Administration is a plus
22
IT Audit, Financial Services Senior Associate Resume Examples & Samples
- Financial reporting and information technology risks, processes and controls
- COSO Framework, CoBIT and/or other leading business and IT control frameworks
- Key domains of information technology general controls, including change management, access to programs and data, computer operations and systems development
- Identifying key risks and controls, knowledge of Sarbanes Oxley readiness, controls optimization, including the configuration of controls around security, business process and within IT environments
- Applying internal control principles and business/technical knowledge including information technology general controls and application controls; financial reporting concepts; working experience applying professional skepticism skills
- Leading the adaption a work program and practice aid, as well as perform assessments, using PwC's proprietary or other relevant tools to evaluate controls, security, SOD, and potential for optimization
- Exhibiting project management skills, including developing project plans, budgets, and deliverables schedules
- Creating a positive environment, monitoring workloads of the team while meeting client expectations, and respecting the work-life quality of team members. This includes providing candid, meaningful feedback in a timely manner and keeping leadership informed of progress
- Interacting with clients on solutions and executing projects on client engagements, forming client relationships and demonstrating an understanding of the client's business
23
Consumer Financial Services Associate Resume Examples & Samples
- 3+ years of law firm experience handling commercial litigation experience in both federal and state courts
- Prior experience should include matters involving financial institutions
- Impeccable legal research and writing skills
- Must be a member of the Florida Bar
24
Advisory Financial Services Workday Financials Senior Associate Resume Examples & Samples
- Managerial cost accounting, financial modelling and industry systems/processes
- ERP systems, including SAP, PeopleSoft, Oracle, JDE, Workday, NetSuite
- Close and consolidation
- Internal and external reporting
- Transactional processes eg intercompany, P2P, Order to Cash etc; and,
- Maintenance and building of cost-effective controls
- System application implementations and software configurations
- Produce deliverables within a diverse, fast paced environment, collaborating effectively collaborate across teams and juggling multiple projects and initiatives simultaneously
25
Financial Services Risk Associate Resume Examples & Samples
- 4 - 6 years relevant AML compliance experience in banking, insurance, asset management, and/or in a big public accounting firm
- Solid understanding of regulatory expectations such as MAS and HKMA. Knowledge of other ASEAN jurisdictions’ AML regulations and environment, plus practical experience in the industry a plus
- Knowledge of the global risk and regulatory environment, especially developments in the AML/CFT space
- Graduate degree in law, finance or commerce preferred. Post-graduate qualifications in AML/CFT viewed favourably
- Industry related certification (e.g., CAMS or ICA diploma in AML)
- Experience with the design, development and implementation of AML/CFT framework and strategy, internal controls for financial services business processes
26
Senior Associate Financial Services Resume Examples & Samples
- 2-5 years of recent partnership tax experience in a public accounting firm
- Relevant tax experience within financial services
- Strong Tax Compliance skills
27
Audit Senior Associate, Financial Services Resume Examples & Samples
- For the respective industry
- Of the applicable business and accounting issues, and technical accounting and financial reporting standards
- Setting leading examples with professional skepticism, independence, and objectivity, e.g. considering where client incentives or pressures exist and supporting the team in navigating auditor judgments
- Enhancing the quality of work by actively supervising and coaching others
28
Complex Financial Instruments Valuation Services Experienced Associate Resume Examples & Samples
- Lead projects and services in business valuation analysis, and industry research
- Perform professional business and complex instrument valuations such as equity derivatives, fixed income derivative models, equity instruments in complex capital structures, and contingent claims, utilizing advanced statistical and financial concepts such as stochastic processes, Monte Carlo simulation, binomial lattices (equity and interest rate models), and real options
- Oversee and perform data- and document-intensive financial analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, damage calculations and analysis, and industry research
- Oversee and perform research related to engagements as well as document management, referencing from source documents to analysis, and file preparation
- Write opinion letters and reports
- Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively
- Maintain active communication with engagement team regarding interim and final deadline, percent of completion, etc
- 1-4 years of progressive experience in public accounting or consulting with experience in business valuation, and complex financial instruments
- Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis
- Accounting, finance, financial engineering and economics knowledge; proficiency in US GAAP preferred
- High level of expertise with software packages such as Excel, Access, and Word
- Certification/license such as CPA or CFA and valuation credentials such as CVA, ABV, AVA, or ASA preferred
- Bachelor's or advanced degree in Finance, Financing Engineering, Economics, Business Administration, or related field
- Matlab experience preferred
29
Senior Associate Financial Due Diligence Financial Advisory Services Resume Examples & Samples
- Bachelor degree or above, major in Accounting, Finance, Economics, Business Management or MBA
- Professional qualification of CICPA or other accounting qualification
- At least 2 years of relevant work experience in transaction services and/or audit
- Experienced in dealing with and managing international and domestic clients including Mainland Chinese clients
- Familiar with potential risk management issues
- Excellent financial and business analytical skills
- Possess good business sense and awareness of commercial and economic issues
- Exposure to IPO and Special Audit would be an advantage
- Knowledge on financial modeling skills is an advantage
- Self-motivated, good team player with ability to work effectively and efficiently under pressure
- Willing to take on challenges and responsibilities
- Proficient in Microsoft PowerPoint, Microsoft Excel, and Microsoft Word
- Excellent communication and interpersonal skills in English and Chinese (Putonghua and Cantonese)
- Excellent written skills in English and Chinese
30
Associate, Financial Services Resume Examples & Samples
- Assist in the preparation of valuation reports for closely held or publicly traded companies
- Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
- Research comparable publicly traded companies
- Assist in delivering transfer pricing projects
- Prepare and analyze financial and economic data for tax and regulatory compliance through the use of MS Word, Excel, Access, and various statistical sampling packages
- One year of experience with advisory related projects
- Bachelor’s degree in Accounting, Finance, Economics, or Business from an accredited college/university
- Experience in one or more of the following areas: transfer pricing studies, financial statement analysis, valuations, quantitative and competitive analysis, statistical sampling and econometrics, plan evaluation, and/or operational performance analysis
- Knowledge of U.S. GAAP
- Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently
31
Audit Senior Associate, Financial Services Resume Examples & Samples
- Two years of current and/or recent audit experience in public accounting
- BA/BS degree from an accredited college/university and eligible to sit for the CPA exam in their home office state
- Strong knowledge and experience of audits within the Financial Services Sector
32
Senior Associate Financial Services Resume Examples & Samples
- Execute the day-to-day activities of audit engagements of various clients including Securities and Exchange Commission (SEC) registrants
- Supervise Audit associates and interns on engagements
- Ability to meet challenging client requirements and to provide services while possessing strong communication, interpersonal, analytical, and research abilities
33
Financial Services Associate Resume Examples & Samples
- Sell new insurance and investment products
- Propose insurance and investment products most suitable to the applicant's needs and ability to pay
- Make the necessary adjustments in the policyholder's portfolio in light of changes in the policyholder's needs. Although many transactions are handled by the Customer Service Office, an Financial Services Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions
- Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Services Associate
- Conform to and abide by the procedures, rules and requirements of Prudential Financial companies and the state or states where the Financial Services Associate operates
34
Financial Services Advisory Senior Associate Resume Examples & Samples
- Cultural transformation plans
- Managing, coaching, and mentoring less experienced staff
- Monitoring the team workload while meeting client expectations, and respecting the work-life quality of team members
35
Financial Services Advisory Senior Associate Resume Examples & Samples
- Documentation and the identification of key controls within the transaction lifecycle
- Statutory Reporting, GAAP or IFRS requirements
- Actively participating in client discussions and meetings
- Communicating a broad range of offered consulting services
- Managing engagements
- Preparing concise, accurate documents, including utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project to write and deliver proposals to prospective clients
- Maintaining project economics while maintaining flexibility for unanticipated issues
- Monitoring workloads of the team while meeting client expectations
- Providing candid, meaningful feedback in a timely manner
- Keeping leadership informed of progress and issues
36
Consumer Financial Services Associate Resume Examples & Samples
- Excellent academics, legal research, writing and analytical skills, as well as federal and state court experience, are required
- Financial institutions litigation experience is preferred
- Must be a member of The Florida Bar
- 2+ years of law firm experience in commercial litigation for the consumer financial services practice group
- JD from a top tier law school
37
Associate, Financial Services Resume Examples & Samples
- Assist with the implementing of business processes or technology changes for financial services clients
- Assist with various project tasks, including gathering data/requirements, analyzing data, documenting processes, designing solutions, and creating executive presentations
- Support project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk/issue tracking
- Support business development activities by performing market research, creating company profiles, analyzing industry trends, and assisting with project proposals
- One year of experience, with a strong desire to work with financial services institutions preferred
- Strong client services delivery orientation, with the demonstrated ability to take an active role executing engagements to client service standards
- Knowledge of core banking, lending and business processes management, lending processes with experience working on systems implementations, process reengineering, requirements definition preferred
38
Associate Financial Advisory Services Resume Examples & Samples
- Supporting FAS engagements in healthcare industry sectors, including specialty pharmaceuticals, medical devices, biotechnology, and life sciences
- Constructing and reviewing valuation and other financial analyses including the guideline public companies, guideline precedent transactions and discounted cash flow analyses, using Houlihan Lokey proprietary models
- Performing financial statement analysis and other quantitative and qualitative assessments; and
- Coordinating with internal administrative support teams to prepare engagement invoices, working paper files and other compliance/end-of-engagement close out procedures
- Minimum of three years of relevant experience in valuation, financial due diligence, and/or corporate finance/corporate development
- Master’s in Business Administration or Finance is strongly preferred. Candidates with a Bachelor’s in Business Administration, Finance, Accounting, or Applied Economics will also be considered if accompanied by relevant valuation experience
- Demonstrated interest or experience in the healthcare, biopharmaceuticals, life sciences, or medical technologies sectors
- Valuation experience or big four transaction advisory experience is a plus
39
Financial Services Associate Resume Examples & Samples
- Promotes and processes deposits, withdrawals, check cashing requests, credit card advances, money orders, travelers checks, and other forms of negotiable items
- Originates loans ranging from $2,500 consumer loans to Home Equity Lines of Credit
- Assist in the branch Risk Management Review process to include, but not limited to, monitoring bait money and ensuring dual control procedures are followed
- Proactively listens for product referral opportunities and participates in sales campaigns/programs focused on customer need identification
- May function in a mentor capacity offering guidance, instruction, and coaching to Tellers enforcing policy and procedure
- Performs research for customers as issues arise
- High School Diploma or general education degree (GED)
- Minimum of 1 year of experience in retail/branch banking required
- Registration with NMLS. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment
40
Financial Services Associate Resume Examples & Samples
- Minimum 2 years’ previous experience in an accounting or finance department
- Effective problem-solving skills
- Intermediate skills with Microsoft Outlook, Word, and Excel required, advance skills a plus
- Ability to push and lift 30pounds is required to move wheeled tables, chairs and supplies
- Requires a commitment to the YMCA character development values of caring,honesty,respect and responsibility
- Prepares daily bank deposit and related reporting inclusive of remittance to bank and resolution of customer inquiries
- Processes daily online credit card payments and related reporting
- Assists in researching, writing, proofing, editing, compiling and posting documents
41
Patient Financial Services Associate Resume Examples & Samples
- Provide excellent customer service to customers and external business partners (MedData and our Collections Agencies) using various forms and means of communication to appropriately respond to questions and inquiries
- Provide customers and external business partners with accurate information and account status. This requires thorough review of Medsuite and MedData Portal; review of Account Notes; review of EOB’s and/or any other correspondence received and accurate assessment of new and/or revised information provided
- Request and validate the account information necessary for billing and claim submission. This may include primary and secondary insurance information, patient’s legal name, billing guarantor, current address and telephone number
- Make every effort to fully resolve issues at time of the inquiry. Escalation of accounts is appropriate only when Associate is unable to resolve issues. Refer to department guidelines for required actions
- Handle client complaints in a professional manner, following all policies and procedures. In the event a patient/parent disputes the billed amount or validity of services, attempt a resolution; but if caller remains dissatisfied, advise of the right to file a formal, written billing dispute in accordance with policy/procedure
- Verify 3 separate elements of the patient account including the patient’s date of birth, prior to speaking with clients
- Elevate problems or trends to the department’s Management
- Ensure weekly review of the MedData Accumulation file in Medsuite is conducted weekly for each practice
- Report any trends or errors from accumulation to improve processing of the accumulation files
- Document all actions taken in appropriate Memo’s section of Medsuite. This includes but is not limited to: Calls received, outgoing calls made, accounts worked from web portal or reports, credit cards processed, etc. Accounts not noted are considered “not worked”
- Complete End of Program report weekly to ensure timely placement of accounts from MedData to Collection Agency
- Work various MedData Queue maintenance Reports and MedData follow up queue in Medsuite
- Perform analysis and work accounts generated from the 150 Day Reconciliation Report in order to reconcile Medsuite and MedData
- Seeks guidance and advice from Manager or Supervisor as needed for any task questions or if unable to make assigned deadlines
- Work various reports submitted by collection agencies and respond to inquiries in a timely manner. These include but are not limited to New Insurance Found, Debt Verification and Disputes
- Comply with all applicable policies and training documents including (but not limited to): Patient Accounts Training Manual, Patient Disputes, Customer Service Collection Methodology, and Secure Communication/PHI
- Patient private health information (PHI) must not be divulged on any account except to payers that need the information in order to process the claim for payment
- Read and comply with all established policies and procedures, both internal and company wide, with special attention to Compliance policies
- Openly discuss areas for possible improvement in policies and make suggestions for changes to benefit the company
- Maintain constant awareness of potential safety hazards ensuring necessary safety precautions
- Communicate in an effective, business-like manner by telephone, e-mail, fax, and in the billing systems
- When speaking with clients, employ appropriate phone etiquette and technique including modulated tone and open, friendly demeanor
- Understand the importance of teamwork internal and external to the PFS Unit
- Work well with other co-workers (internal and companywide) - Willing to help other team members with problems as well as everyday tasks
- Able to perform tasks with little or no guidance. (Thoroughly troubleshoots problems with limited direction from others)
- Associate's degree (A. A.) or equivalent from two-year College or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience
- Ability to read, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to effectively present information and respond to questions from clients and the general public
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to define problems collects data, establish facts, and draw valid conclusions
- The successful candidiate will possess at least 1 year of prior, recent experience (e.g. within the past 12 months) in a healthcare setting, serving in a customer service / patient services role
- The ability to multi-task in a high-volume environment, with rapidly-changing, priorities is essential for success in this role
42
Financial Services Associate Resume Examples & Samples
- Accurately utilizes equipment and remains knowledgeable of equipment functionality to perform role
- Minimum of 1 year of cash handling and customer service experience preferred
- Minimum of 1 year of experience in retail/branch banking preferred
- Previous sales and referral experience strongly preferred
- Registration with NMLS o This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment
43
Financial Services Associate Resume Examples & Samples
- Sets up new accounts, editing current accounts, the basics of performance reporting and learning the essential functions of our billing system to assist the Billing Associate
- Coordinate and manage special projects as they arise
- Creates and maintains relationships with new and existing Advisors
- Answers Adviser and staff questions related to advisory product process for opening, closing and billing of accounts
- Utilizes advisory databases to create and maintain Advisor profiles and data on current and proposed sales activity
- Product specialist for the ASG Premier Advisory Program
- Key liaison between ASG and Advisers for Orion Performance monitoring and reporting
- Other primary functions include support of the department’s operations
- 2-3 years of securities industry experience preferred, but not required
- Candidate must be highly organized and extremely detail oriented, able to multi-task in a fast-paced environment, work efficiently as part of a team, and possess strong computer/systems and problem solving skills
- Should be proficient in Microsoft Excel and Word
44
Financial Services Associate Resume Examples & Samples
- Develop strategies to grow the customer base and implement appropriate sales plans to target prospective customers and to build external business development opportunities
- Execute integrated sales, relationship, and credit strategies that are aligned with the branch's and banks plan
- Transform service transactions into sales opportunities according to customer need. Provide value and advice to help our customers succeed financially and achieve deep lifetime relationships. Meet all customer needs and strive to be their primary financial services company
- Deploy all Step-Up, routines to maximize sales and service delivery including, conducting outbound calling activities, LMS calls, and completing client profile worksheet
- Execute all routines and meet all scorecard goals
- Cultivate partnerships with key business partners to drive sales and ensure that all customer needs are met
- Establish and maintain key relationships and business contacts within the community and targeted industry segments and strategic initiatives to create opportunities for growth
- Achieve PRB production goals by expanding existing relationships and acquiring new consumer business, utilizing effective calling techniques and leveraging all bank products and services
- Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
- Participate proactively in all huddles, Friday sales meetings, branch communications and meetings
- Create a warm, welcoming and friendly environment for customers and employees
- Foster teamwork in the branch to ensure a positive overall customer experience
- Demonstrate positive, can-do attitude and Hancock Hospitality customer philosophy
- Support sales/service activities within the Branch by participating in seminars, marketing events, promotional campaigns, product initiatives, etc
- Refer opportunities to appropriate business partners when applicable
- Provide ongoing coaching to Tellers and other FSA’s within the branch to effectively identify referral opportunities
- Partner with Tellers to create a seamless referral process
- Proactively educate customers on utilizing available access channels (i.e. ATM, Online and Telephone Banking)
- Resolve customer complaints/issues promptly and effectively. Take responsibility for all customer complaints and problems until resolved
- Completes branch regulatory compliance through computer-based training modules and other Hancock University efforts/classes
- Participates in Branch Disaster Recovery Planning including all facets of pre and post-disaster events
- Attends or provides employee training to improve efficiency and ensure conformance to standard procedures and practices
- Attends meetings conducted by Branch Manager, RA Manager, or Division Manager to stay informed
- Handles in-branch operational customer complaints from inception to resolution
- Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities
- Serves as an authorized signer on official checks
- Demonstrates professionalism to include demeanor, dress, and station orderliness Binder and Portfolio Management Active Management of the Mass Affluent binder of assigned number of client accounts, to include
- Retaining and expanding banking relationships with clients by profiling and tailoring financial solutions to satisfy client needs in order to meet established individual and team goals
- Making proactive outbound calls to Mass Affluent consumer relationships within PRB binder. Deposits
- Actively manage WebOD process while adhering to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
- Ensure that the proposed products and services maximize the client’s needs, goals and objectives Loans
- Monitor loan portfolio, address and resolve issues to maintain quality of credits
- Actively maintain loan portfolio of consumer and small business loans as assigned
- Actively monitor past due payments through the life of a loan, including working with the borrower to resolve any addressable issues
- Actively monitor maturing loans for up sell or cross sale opportunities
- Required – High school diploma or general education degree (GED)
- Preferred – Bachelor’s degree (preferably in Business)
- At least 3 years of retail banking experience is required
- Level 2 will require at least 4 years of retail banking experience
- General knowledge corporate standards for regulatory compliance, lending and risk management policies and internal financial and operational controls for all activities related to the company’s small business banking portfolio
- Ability to effectively make productive outside sales calls necessary to grow the company’s small business banking portfolio
- Ability to demonstrate analytical skills to develop proposals implement strategic and tactical strategies and develop policy/procedures
- General knowledge of company’s multiple operating areas
- Displays orientation to profitability
- Demonstrates knowledge of market and competition
- Is a self-starter with strong organizational skills
- Ability to formulate sound conclusions and recommend optimal course of action based on analysis
45
Associate, Financial Services Resume Examples & Samples
- Perform offsite delivery of business processes including technology, finance, reporting, and data analytics
- Assist engagement team with preparing client specific reports
- Perform scheduled data gathering, , utilizing technology tools
- Complete process deliverables for clients
- Two years of experience in technology project management, business process, process delivery and/or information systems within an audit, tax, and/or advisory firm
- Bachelor’s degree from an accredited college/university in an appropriate field; degree in Information Technology or Finance preferred
- Background working as a business or technical analyst with firm understanding of front to back trade flows, leading vendor systems, and/or industry protocols
46
Associate, Financial Services Resume Examples & Samples
- Provide assistance with various aspects of the assigned process, including ground-level data compilation, analysis, and documentation to develop methodologies for performance enhancement
- Analyze, synthesize, and articulate methodologies
- Assist with the development of risk management process and technology services, driven by operations, technology, and regulatory and compliance mandates
- Participate in identifying business opportunities and driving the evolution of standard methodologies
- Two years of experience with financial operational processes, including front-office, middle-office, and back-office functions
- Knowledge of equities, fixed income, and derivatives, with a specific understanding of financial services sectors and operations, including investment banking, investment management, broker/dealers, and private equity preferred
- Knowledge of regulatory environment for various financial services sectors
47
Associate, Financial Services Resume Examples & Samples
- Manage the implementation of the business process or technology changes for financial services clients
- Engage in project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk/issue tracking
- Lead and supervise teams, coach staff members, and provide ongoing written and verbal feedback
- Experience in core banking, commercial lending, and business management processes, as well as systems implementations ie. nCino, process reengineering, and requirements definition preferred
48
Financial Services Associate Resume Examples & Samples
- Participates in weekly sales meetings and in-branch promotions to ensure support of current campaigns & alignment to corporate strategy
- Opens new accounts including checking, savings, IRA's, CDs and Safe Deposit Boxes
- Engages business partners to assist customer with specialized products and service needs
- Handles customer requests for rates, service charges, and account maintenance including debit card issuance
- Originates loans including consumer, real estate, and small business
- Participates in the collection process of past due small business loans
- Calls customers to inform them of maturing CD's and other promotions
- Completes Small Business Sales Training for outbound weekly sales calls with required number of outbound calls weekly to high potential customers, centers of influence, and prospects
- Interviews applicant by profiling customer to determine financial needs including investments and loans
- Must complete and pass annuity license training and testing
- Performs annuity profiles; Completes annuity sales ensuring that all documentation is thorough and accurate
- Stays current on changes in services, processes, and procedures
- Compiles required and special branch reporting as requested
- Follows Branch Opening and Closing procedures to include setting the signal, locking the vault, setting the alarms, and securing the building
- Assists Tellers as needed with cash runs and may operate a Teller window
- Provides entry-level FSA training to improve branch/division efficiency and ensure conformance to standard procedures and practices
- Attends meetings conducted by Branch Manager, Cluster Manager, or Division Manager to stay informed
- Handles in-branch operational customer complaints from inception to resolution providing research and resolution to customer inquiries and issues
- Demonstrates professionalism to include demeanor, dress, and station orderliness
- Bachelor's degree from a four-year college or university and three to four years related experience and/or training or a combination of education and experience
- Language Skills: Ability to communicate effectively orally and in writing using the English language; Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence; Ability to speak effectively before groups of customers or employees of organization
- Mathematical Skills: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
- Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions; Ability to deal with problems involving a few concrete variables in standardized situations
- Computer Skills: Ability to learn or knowledge of Microsoft Office products including Microsoft Word, Excel, Access and Powerpoint; Ability to learn or knowledge of Outlook email program Certificates, Licenses, Registrations Small Business Lending school, annuity license, compliance modules, and Outbound Sales Training
49
Financial Services Associate Resume Examples & Samples
- Effective problem-solvingskills
- Intermediate skills with Microsoft Outlook, Word, and Excel required, advanced skills a plus
- Abilitytopushandlift30poundsisrequiredtomovewheeledtables,chairsandsupplies
- Provides professional and courteous office support to the Financial Services, Facilities, and Strategic Sourcing departments. This includes, but is not limited to: answers phones, sorts and distributes mail, routes calls and documents, takes messages, travel coordination, prepares payment requests, prepares expense reports, calendar management, files, scans and handles mailings
- Tracks YMCA Certificates of Liability Insurance in MOYP
- Monitors Financial Services email inboxes
50
Financial Services Associate Resume Examples & Samples
- College degree or equivalent business experience required
- Strong people skills
- Proven record of dependability
- Punctual and reliable attendance of the service associates is critical to the success of a fast moving, inbound service center!
- Financial services industry knowledge is a plus
- Must be able to learn & retain a large amount of technical information in a relatively short period of time
- Must be receptive to detailed and frequent performance feedback
- Proficiency with a keyboard and window-based applications, including Internet
- Proven self motivation skills
- Active listening skills
- Ability to excel in a team environment, as well as work well independently
- Ability to think like the customer and financial professional, with a passion to deliver top quality service
- Job offer is contingent upon successful completion of pre-hire requirements
- The Call Center is open from 8 am to 4 pm Monday through Friday. Overtime may be requested during high volume periods
51
Financial Services Associate Resume Examples & Samples
- Planning and Time Utilization – Demonstrates the ability to recognize, establish, and attends to priorities promptly. Strives to make good use of time during the assigned shift through careful coordination of daily task. Demonstrates flexibility in adjusting to the fluctuating needs of the department and Medical Center. Coordinates own work to achieve an appropriate level of productivity, efficiency and quality services. Is able to organize time efficiently and completes work within established timeframes
- Initiative – Makes appropriate suggestions which would enhance or benefit the area or department. Volunteers assistance and guidance to others, when needed. Demonstrates a flexible and cooperative response to departmental changes. Demonstrates an active interest in improving current level of skills and knowledge by pursuing higher education or attaining new skills. Maintains work area in a neat, organized and professional manner. Seeks additional assignments when work is complete
- Judgment/Decision-Making – Demonstrates the ability to exercise good independent judgment based on the application of the appropriate policy or procedure. Obtains and analyzes all pertinent information available in order to make the most informed decision based on factual and objective data. Is able to foresee a potential problem situation, intervenes, if appropriate, or advises supervisory personnel of the situation. Advises appropriate personnel of issues requiring follow-up attention. Uses policy and procedure manuals, office procedure manuals and/or other reference materials as necessary to ensure accuracy and a proper course of action. Uses supplies efficiency in order to minimize waste of materials. Maintains an awareness of the cost impact of decisions and actions
- Data Collection – Prepares the requested data thoroughly and accurately. Obtains information within established time frame. Utilizes appropriate sources and assembles data in accordance with instructions. Gathers correct and up-to-date information. Responds to audit requests within established guidelines
- Recordkeeping/Filling – Records and calculates the information accurately according to departmental procedures. Records information on departmental or area records promptly in order to maintain them in an up-to-date manner. Analyzes and makes reasonable attempts to resolve discrepancies. Maintains records in an organized and up-to-date manner; establishes filing system which allows for the prompt retrieval of all information. Completes filing accurately and promptly. Maintains information required for audit of the department in accordance with Medical Center, Federal, State, and City Agencies regulations. Reviews and purges files as appropriate. Assures supporting documents (e.g. EOBs correspondences, signatures, etc.) are imaged or otherwised filed
- Documents/Forms – Completes the information correctly and neatly (i.e., adjustments, refunds). Initiates documents/forms follow-up as needed in order to expedite or track its progress through the processing system. Secures accurate signatures and forwards documents/forms to the appropriate destination based on the pertinent Medical Center procedure
- Correspondence – Prepares correspondence which is clear, grammatically correct and meets content requirements. Sends out responses promptly. Routes complex correspondence to the Team Leader/Manager and attaches related records or information to the correspondence
- Customer Service – Greets patients/visitors promptly in a courteous and professional manner. Provides and solicits correct information to and from patients/visitors as needed or requested. Answers telephones and inquiries promptly and courteously. Directs telephone calls and visitors appropriately based on the nature of the inquiry. Resolves routine to complex problems to ensure complete account resolution. Resolves customer inquiries in a willing and thorough manner
- Pre-Legal/Legal – Verifies payments which have been collected through other channels (e.g. collection agencies) and takes appropriate action. Works with collection agencies to resolve open issues regarding accounts. Reviews referrals to determine appropriate avenue for further collection. Reconciles vendor acknowledgements, status closed reports and remittances/invoices to ensure the integrity of inactive trial balances and related financial reports. Reviews and including affidavits, bankruptcy notices and estates. Assists outside counsel in court cases as directed
- Collection Activities – Follows up with patients and families to obtain additional insurance information or to arrange payment plan. Reviews high dollar and/or aged accounts in order to facilitate timely reimbursement from patients, governmental or third party carrier. Clears accounts with small balances by sending final bill to the patient or initiates write-offs when situation warrants (e.g. contractual allowance, VIP, employee). Determines when accounts should be transferred to inactive pre-legal status for collection activities. Demonstrates knowledge of Eagle/Cerner/Onbase system capabilities to investigate and resolves collection problems. Follow-up with governmental and third party carriers to obtain payment
- Verifies existing charge codes and charges in system in order to issue a corrected bill. Resolves credit balances by reviewing accounts thoroughly; pursues refund or adjustment as appropriate. Accurately calculates patients payment responsibility upon admission, discharge, at point of service and/or after third party payment. Reviews high dollar and/or aged accounts in order to facilitate timely reimbursement from third parties. Clears accounts with small balances by sending final bill to the patient or initiates write-offs when situation warrants (e.g. contractual allowances, VIP, employees)
- Account Review – Reviews trial balance, HTS, third party vouchers etc. to determine accounts requiring action. Verifies that the account has been properly billed; identifies that payment has been applied to the proper service date and reference number. Checks account with outstanding balances to determine whether account should be cancelled and re-billed, billed to secondary carrier/patient or refund prepared. Reviews charges/payment and transfers to another account or reference number if warranted. Identifies reason for denial or delay of payment; pursues payor/corrective action to resolve claim
- Billing Services – Submits clear and accurate claims to third party carriers on a timely basis. Utilizes electronic follow-up system to perform billing activities. Confirms receipt of third party claims; re-bills claims as necessary. Monitors the status of patient admissions to ensure the earliest possible release of accounts ready for billing. Is cognizant of time limits currently in effect for all billing activities and monitors for compliance
- Account Services – Reviews patient folders, registration forms and charge documents to ensure that all information is complete and accurate. Enters, verifies and updates patient information (demographics, insurance benefits and charge data) obtained via face-to-face interviews or charge tickets into Eagle/Cerner system correctly. Links the patient, related party and coverage records to ensure that claims are filed correctly. Responds to subsequent requests for billing related information such as DRG worksheets, medical records, assignments, etc. Provides thorough review of accounts to be reclassified to alternate carriers and accurate data entry of related benefit revisions
- Associates degree preferred but not required plus 2-3 years experience in patient accounts or in a related field or an equivalent combination of education and experience
- Knowledge of third party operations and familiarity with automated patient accounting systems required. Excellent communication and interpersonal skills required
- Knowledge of PC applications preferred
