Commercial Relationship Manager - To 130K - Jacksonville, FL - Job # 3247

Wealth Management Analyst $73,000 - $110,000 / year + Bonus + Paid Relocation + Signing Bonus  We are a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance. Our trusted advisory teams are equipped with access to cutting-edge investment insights and banking convenience. We are committed to fostering a diverse and inclusive work environment where every employee can thrive and bring their unique perspectives to the team. Position Summary As a Wealth Management Analyst, you will be a key contributor to a Financial Advisor team, playing an integral role in creating and executing strategies. You will help manage the team's business plan and practice financials, track progress against quantifiable goals, and ensure daily activities align with objectives. You will also coordinate team assignments and key initiatives, and ensure the execution of the client service strategy. This role requires a thorough knowledge of the wealth management business, including its functional areas, products, and services, as well as a working knowledge of general banking policies and financial practices. This position is a Financial Advisor Paid Resource. Key Responsibilities Develop and execute strategy related to the team's business plan and goal deliverables. Manage the team's practice financials and track progress against key metrics and goals. Coordinate team projects and key initiatives, ensuring timely and effective execution. Ensure the team's daily activities align with practice metrics, goals, and objectives. Manage risk and make sound decisions by understanding industry regulations and supervisory requirements. Support a strong overall client experience by ensuring the execution of the team's client service strategy. Requirements Skills & Qualifications Required Licenses/Registrations: Series 7, 63/65 or 66 (or equivalent). Must obtain all state registrations held by the Financial Advisor(s) and team(s) they support. Required Registrations: SAFE Act Registration and ADV-2B. Required Designations: Must maintain at least one firm-approved professional designation. Analytical Skills: Strong analytical abilities to identify trends, root causes, and implement process improvements. Leadership & Communication: Strong leadership, communication, and delegation skills with the ability to influence and collaborate effectively with partners. Product Knowledge: Thorough knowledge of the suite of wealth management products and services. Experience: Proven ability to manage risk and make sound decisions with a deep understanding of industry regulations and policies. Education: Minimum of a High School Diploma / GED / Secondary School or equivalent.

Why Join Our Team? You would become part of a remarkable organization with over 20 years of dedication to delivering exceptional products and unmatched service. Our consistent stream of positive reviews and high satisfaction ratings are a testament to the outstanding efforts of our team members every single day. Our job is challenging, and the work is never truly finished. However, by ensuring that vital medical equipment reaches those confronting life-altering injuries, illnesses, or the end-of-life journey, we have the privilege of offering them a small sense of independence and peace of mind through our daily efforts. As a valued member of the BHC team, you have the opportunity to—and will—truly make a difference. Bellevue Healthcare is locally and privately owned. With over 20 retail locations throughout WA, OR and ID and as one of the fastest growing companies in the Puget Sound, our goal is to impact the lives we come across, take care of our communities, and provide opportunities for each team member to grow and branch out within our organization. JOB SUMMARY: Responsible for collecting active A/R from all branch locations and posting payments in Brightree. Identifying resolution for denials per the EOB and submitting a corrected paper or electronic claim to the payer. Create weekly bank deposits. Apply payments properly to BT invoices and upload paper EOB’s to deposits. Communicate all discrepancies with the Billing Manager. Work closely with third party billing company. Works independently and with staff to maintain internal policy standards for clients in final demand and collections. Understands the urgency of meeting department and individual goals. Able to multitask and prioritize daily job functions. Able to work well under pressure. Utilize online eligibility systems including, Passport (BT), One Health Port, and various other insurance websites to determine correct coverage information. Update patient’s insurance data in Brightree as required or appropriate. Follow established Billing Office guidelines for adjustments to accounts and forward to appropriate work queues when required. Resolves issues holding up timely claim payment. Communicate issues to other departments or back to the branch level. Answer inbound phone calls to personal and billing lines and return voicemails. Perform other duties as assigned. EXPERIENCE AND SKILLS: -Minimum three years of experience billing or similar healthcare office experience, including private and state insurance billing experience required. A strong technical background including experience with automated systems preferred; proficient in working with Brightree highly desirable. Detailed knowledge and understanding of ICD-10, CPT, and HCPCS coding classification systems, familiar with medical terminology and its applications, insurance rules and regulations. -Knowledge of state and federal regulations as they pertain to billing processes and procedures. -Knowledge of insurance claim processing and third-party reimbursement. -Knowledge of MS Windows and Office Applications. -Professional written, oral and interpersonal communication. -Skill in problem solving in a variety of settings. -Ability to work efficiently under pressure. -Ability to work independently and take initiative. -Ability to demonstrate a commitment to continuous learning and to operationalize that learning. -Ability to deal effectively with constant changes and be a change agent. -Ability to deal effectively with difficult people and/or difficult situations. -Ability to willingly accept responsibility and/or share responsibility. -Ability to set priorities and use good judgment. *DME Billing experience a plus, but not a requirement. Hours: M-F 8:00am to 5:00pm Excellent Benefit Package including Healthcare, Retirement Match, Generous PTO and Paid Holidays Plus, we PROMOTE from Within If you are interested in joining our team, please submit resume here: https://hrkinections.catchthebest.com/apply/n9ee6k9k/v5vjb8d5 To view all open positions, click here: https://bellevuehealthcare.com/about-bhc/careers/

About Us Ever eat an Impossible Burger, cooked plant-based chicken, or recycle a plastic water bottle? There isn’t a facet of modern life that chemical engineers have not touched. Chemical engineers have been part of almost every major development from plastics and fibers to unleaded gasoline to solar power and medicines. If it’s modern, chemical engineers helped make it happen. AIChE, founded in 1908, is a professional society of more than 60,000 chemical engineers in 110 countries. Its members work in corporations, universities, and government, using their knowledge of chemical processes to develop safe and useful products for the benefit of society. AIChE fosters and disseminates chemical engineering knowledge, assists the professional and personal growth of its members, and applies the expertise of its members to address societal needs and improve the quality of life. Through its varied programs, AIChE continues to be a focal point for information exchange on the frontiers of chemical engineering research in such areas as energy, sustainability, biological and environmental engineering, nanotechnology, and chemical plant safety and security. Position Summary The Grant & Financial Technology Manager will play a critical role in the invoicing, reporting, and compliance aspects of our grant-funded programs. The Grant Accountant will coordinate certain financial and operational activities across the program teams, accounting and finance teams, sub-recipients and the federal government. In addition, the Grant Accountant will assist the Accounting team in certain monthly close activities.    The Grant & Financial Technology Manager will be relied on to identify opportunities to gain efficiencies and insights and to eliminate manual effort to ensure accuracy in our accounting and reporting functions.  Once identified, this role will own delivery of solutions in collaboration with team members, IT and technology partners.  This role will move us further along on our journey of not just reporting figures, but effectively telling the story.    The ideal candidate is detail-oriented, proactive, organized, creative, technologically savvy, and able to communicate effectively with both financial and non-financial audiences. Responsibilities: Develop, monitor, and update grant budgets throughout their life cycle in coordination with program teams. Track expenditures and ensure alignment with grant budgets and allowable cost principles. Review monthly program financials.  Analyze budget-to-actuals and provide variance reports to program teams on a regular basis. Prepare and submit accurate and timely invoices to grant funders.  Address invoice questions in writing and in conversations with grant funders. Manage the invoice flow within the organization and from subrecipients of the grants. Ensure financial expenditures and processes adhere to grant agreements, federal regulations (e.g., 2 CFR 200), and organizational policies.  Manage full contract compliance by cross-referencing invoices against the contract's specific requirements, including allowable expenses, payment rates, and deliverables. Assess whether any variations or deviations from the contract need to be explained or approved. Support external audits by preparing necessary schedules and backup documentation. Utilize financial systems to streamline grant tracking, reporting, and invoicing.  Identify and implement process improvements. Perform various financial close activities. Review existing accounting processes and procedures to identify opportunities to gain efficiencies and insights and to eliminate manual effort to ensure accuracy in our accounting and reporting functions.  Once identified, this role will own delivery of solutions in collaboration with team members, IT and technology partners.  Lead role on evaluation of general ledger system and potential replacements. Update and/or create documentation for key accounting processes. Requirements Bachelor’s degree in accounting, finance, economics or similar. 4+ years of experience in public accounting is preferred.  If not, at least 5-7 years of experience in a private accounting role or some combination of private and public accounting experience.  Non-profit experience is helpful, but not required. Experience reviewing contracts, grant proposals or other complex agreements. Experience managing the financial reporting for grant-funded work is a plus. Technology: Accounts Payable system and General Ledger exposure.  Intermediate to Advanced Excel skills (i.e. PIVOT tables).  Knowledge of data visualization tools (i.e. Power BI) beneficial.  Involvement in a financial system implementation or other technology adoption effort a plus. Skills: Excellent organizational and project management skills, with keen attention to detail. Strong interpersonal and communication skills. Ability to learn quickly, take initiative, prioritize, and work well under deadlines. Demonstrates a commitment to quality, accuracy, and thoroughness. Strong project management and change management skills. Works effectively with details as well as high-level concepts. Benefits Compensation Range: $110,000- $115,000 We offer a variety of benefits to our employees including: Bonus opportunity Medical, Dental and Vision Insurance Flexible Spending Account 403b Retirement Plan with Company Match: AIChE 100% of the first 6% of your eligible pay you contribute to the plan Paid Vacation and Sick Days Holiday pay Educational Assistance Company Paid Life Insurance Company Paid Short Term and Long Term Disability Insurance Various Employee Perks and Discounts The American Institute of Chemical Engineers is an Equal Opportunity Employer.

We are seeking an experienced Accounts Receivable & Payroll Specialist to join our team on a part-time basis (20–30 hours per week). The ideal candidate has 5–7+ years of relevant experience, strong organizational skills, and the ability to stay on top of multiple priorities. Responsibilities: Manage Accounts Receivable: send invoices, follow up daily/weekly, and ensure timely collections. Oversee Payroll: review employee time clocks, verify accuracy, and assist with payroll submission. Utilize QuickBooks Online for accounts receivable and Paychex for payroll (experience with these platforms is a strong plus). Assist with compliance tasks, including insurance form requests and documentation tracking. Provide consistent follow-up and communication with staff and management. Qualifications: Minimum 5–7 years of hands-on experience in accounts receivable and payroll. Proficiency with QuickBooks Online (required). Experience with Paychex payroll software (preferred). Strong attention to detail and accuracy in financial data. Excellent communication and follow-up skills. Ability to work independently and manage time effectively. Hours & Compensation: 20–30 hours per week (flexible schedule within business hours). Competitive hourly pay based on experience. If you are reliable, detail-oriented, and ready to help keep our financial operations running smoothly, we encourage you to apply.

About Spindrift At Spindrift, we’re making every beverage a positive force of nature. Founded in 2010, we believe the best flavors come directly from nature. That’s why every Spindrift beverage is made the hard way—with real squeezed fruit, never from concentrate. From sourcing the best-tasting fruit globally to maintaining a carefully honed manufacturing process, we believe in doing things the hard way, the intentional way, the better albeit more challenging way, the right way – because, in the end, it's worth it. Spindrift® sparkling water is available nationwide, and Spindrift Spiked® and Spindrift SODA is available in select markets. We are also a proud member of 1% for the planet, donating to environmental causes. Spindrift is headquartered in Newton, MA. The Accounting Supervisor Role The Accounting Supervisor role provides oversight of the Accounts Payable (AP) and Accounts Receivable (AR), and payroll functions. We’re looking for someone with strong AP and AR experience and a working knowledge of payroll processes who is also eager to expand into broader finance operations and leadership responsibilities. Responsibilities Reporting to the Assistant Controller, the Accounting Supervisor’s primary responsibilities are: AP/AR Supervision Lead and manage a team of four (two in Accounts Payable, two in Accounts Receivable), including conducting weekly 1:1 meetings to support development, provide feedback, and ensure alignment on priorities. Oversee the end-to-end Accounts Payable process, including vendor onboarding, invoice entry, coding, approvals, and timely payment execution. Ensure accuracy and compliance of all vendor payments, resolving discrepancies promptly and maintaining strong vendor relationships. Collaborate with cross-functional teams, including IT, Procurement, and Accounting to troubleshoot issues, clarify coding, and improve invoice processing efficiency. Monitor aging reports, unapplied credits, and duplicate payments, and implement corrective actions as needed. Support the Accounts Receivable team in issuing credit memos, applying cash, and reconciling outstanding balances. Develop, document, and continuously improve AP and AR processes, ensuring alignment with internal policies and external audit requirements. Assist with month-end close by preparing reconciliations and supporting schedules related to AP and AR. Train and onboard new team members and identify opportunities for ongoing training and development. Serve as the primary point of contact for internal and external AP/AR inquiries. Payroll Leadership Manage and process bi-weekly payroll for U.S.-based employees (~200 and growing). Own the payroll calendar and ensure timely processing and reporting. Ensure compliance with all federal, state, and local payroll tax laws across the continental United States. Perform research and resolve complex payroll and tax issues as they arise. Maintain accurate payroll records and documentation. Oversee payroll system configuration and reporting. Partner with HR and Benefits teams to align payroll and benefits administration. Compliance & Controls Stay current on payroll laws and regulations across all applicable jurisdictions. Partner with Finance and external advisors on payroll tax filings and audits. Support financial audit with appropriate documentation and control processes. Cross-Functional Partnership & Future Growth Support Finance leadership with AP, AR, and payroll-related GL entries and reconciliations. Collaborate with the HR team on compensation changes, bonuses, and terminations. Help design scalable processes for payroll, time tracking, and compliance reporting. Requirements Requirements 5+ Years of progressive experience in general ledger accounting and payroll administration including oversight of AP and AR staff Demonstrated ability to perform research on emerging payroll topics and new state requirements. High attention to detail and commitment to accuracy. Ability to thrive in a dynamic, growth-stage company environment. Comfortable taking ownership and implementing new processes to improve efficiency and scalability. Preferred Tools & Experience Familiarity with accounting systems (NetSuite preferred, but not required). Experience with payroll systems (Engage, Paylocity, Paycom, etc.). Highly proficient with Excel and Microsoft Office suite. Knowledge of U.S. payroll tax laws, wage and hour laws, and payroll best practices is a plus. Working Conditions Must be able to work from our Newton, MA office at least 4 days a week Benefits The salary range for this position is $85,000 to $120,000 and is dependent upon the candidate’s experience prior to joining Spindrift. In addition, we offer the following compensation and benefits: Short-term incentive programs specific to level and department Medical, dental, and vision insurance, with a current employer contribution rate of 80% towards monthly premiums, regardless of plan type selected Company-paid life insurance, and a 401k retirement savings plan with a company match Monthly cell phone allowance Annual allowances for personal use of Spindrift product, health and wellness, professional development, and social justice education A host of voluntary benefits including but not limited to additional life insurance, short-term disability and long-term disability insurance In addition to any paid leave benefits required by regulation, the company provides paid parental leave, vacation, sick, personal, bereavement, community service, and holiday time

Heyo!! My name is Matt and I am the owner of MPNW LLC, a small and growing Bookkeeping company. Over the past year, my company has tripled in size and it's finally time to bring on Team Members to grow a little larger. This is my second time starting and growing and firm - my last Firm had 16 employees and over 500 clients - and from that experience I'm set on a keeping this new group small, comfortable, manageable, promote from within, and keep things simple. Our current and future clients are remote-only, of quality standards, and not too difficult. My current employee, based of this exact same post, just hit full time and thus the need to meet you! DETAILS / BEST FIT (I think) * At First, I need about 20-40 hours a month of your time at this point. I don't want to overshoot expectations. As new clients in - we'll have more work. I hope this will turn into a full time job in about year, or it could remain part time if that's what's good for you. * I want to train you on my style of things: what to look for, answering "why a client did this," solutions ethical vs what a client wants to, payroll, basic HR, Quickbooks (Desktop/Online), other softwares, client communication. Hopefully you'll have some experience with Quickbooks, basic accounting, excel, Google Docs. * At first, you won't have direct contact with any clients - let's deal with the basics. You will also work with my other staff member, who will show you the ropes and you two are going to divvy up some client work. * Later on, we'll introduce you to clients and you will go on auto-pilot with these clients. When you have vacations or need time off, I'll have basic knowledge of your clients and I've got your back. (And vice-versa) * The more you can take on, the harder the tasks, the less hands on I am, the more I pay you. * Hours of Operations: Not concerned, whatever works for you. I'm generally a 9-5. If you have school or another job in the morning, we can do afternoons. * LOCATION: I do not have a physical office, but we should have co-working spot nearby where we can meet a few times for training by the summertime. So - this will be a 80-90% remote-only job. You'll be provided a PC Laptop, extra monitor, and other supplies that you need and you'll work from home or wherever you want. * TIMELINE: I am looking to start interviewing this month via Zoom. 2nd interviews at a local coffee shop. Hopefully we're working together in October ABOUT ME: I am 45, married into a large Scottish family, a HUGE concert goer, non-corporate, and very extroverted. I'm always optimistic, very helpful and giving, and always friendly! I have a cat that I'm obsessed with and I suck at woodworking - but practicing at that in my spare time. I've been in the accounting world about 18 years or so now, son of a CPA. I'll be a celebrity chef in my next life. :) COMPENSATION: $35/hour Please feel free to email me any questions and I am looking to start interviewing soon! Tell me a bit about yourself, add a swear word, be yourself! Looking forward to hearing from you!!!!