Personal Financial Advisors

**Wolters Kluwer Tax & Accounting US (CCHGroup.com)** is a leading provider of tax, accounting and audit information, software and services, and is a division of Wolters Kluwer, a market-leading global information services company. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The CCH® ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U.S. Master Tax Guide®. Wolters Kluwer Tax & Accounting US is based in Riverwoods, IL, with key office locations in Dallas, Wichita, New York, Washington, D.C., Chicago and Torrance.

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals.

As a **Senior Major & Strategic Account Executive** for Wolters Kluwer Tax & Accounting, you will manage high-profile strategic accounts, leveraging your deep understanding of business and client needs to drive significant revenue growth. Your expertise will guide team efforts, and your authority in negotiations will be critical in securing major deals. You will report to the Director, Major & Strategic Accounts – Tax & Accounting North America. Specific job responsibilities are outlined below:

**YOU WILL:**

• Build and sustain long-term relationships with high-profile clients • Identify and secure new business opportunities with major accounts

• Develop comprehensive proposals and strategic sales plans

• Oversee seamless coordination between clients and internal teams for enhanced service delivery

• Proactively monitor and address client satisfaction and service improvements

• Analyze complex client data to inform and adjust sales strategies

• Lead strategic discussions in sales meetings and strategy sessions

• Resolve high-level client issues with minimal supervision

• Strategize and drive major lead generation and marketing campaigns • Negotiate high-impact product/service terms with broad discretion and authority

**YOU HAVE:**

**Education:**

BS/BA degree in a business-related field. Or if no degree, min. 7 years relevant sales experience

**Minimum Experience:**

•6 or more years of direct, B2B field sales experience with Enterprise SaaS/Software solutions working with National or Strategic accounts

•Demonstrated track record of consistently achieving/exceeding sales quotas and goals

•Proficiency with the consultative sales approach; experience conducting effective needs assessment (e.g. matching products to specific client workflows); developing and executing business plans and forecasts; making in-person or virtual (MS Teams, Zoom, etc.) presentations to clients to explain the business' products and services and their alignment with the client's needs

•Understanding of selling complex professional products and services working with key stakeholders to deliver customized products or services

•Versed in developing strategic sales plans and contract negotiations

•Work experience within a multi-division organization with various sales channels (e.g. matrix sales organization)

•Proficiency with Salesforce.com or other comparable CRM applications

•Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module).

**Preferred Experience:**

•Sales experience selling SaaS/Software solutions and services to the Tax and Accounting industry

•Working knowledge of tax and/or accounting concepts and terminology, and understands the inner workings of an accounting firm and the accounting profession

•Consistent Club/Performance award achiever

**Other Knowledge, Skills, Abilities or Certifications:**

•Deep Business Insight: Extensive understanding of business practices and financials

•Strategic Client Management: Advanced proficiency in managing key client relationships

•High-Level Negotiation: Ability to negotiate terms with considerable autonomy

•In-Depth Data Analysis: Skill in analyzing and interpreting complex data

•Persuasive Presentation: Expertise in impactful presentations

•Cross-Functional Leadership: Ability to lead coordination between diverse teams

•Comprehensive Sales Knowledge: Mastery of sales strategies and practices

•High-Level Issue Resolution: Proficiency in resolving sophisticated client issues

TRAVEL

•Up to 20% annually (10-20 client visits a yr.) not including sales meetings

LI-Remote

**Compensation:**

Target salary range CA, CT, CO, HI, NY, WA: $117,500-$164,700

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

**Overview of Job Function:**

The Account Executive is responsible to drive business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the **West Territory.** The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible to own and set the account strategy and vision, and develop a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives and work with both Account Management and Channel Manager in those territories to support the account strategy and vision within the assigned territory. This role will also be responsible for establishing and maintaining effective cross functional relationships and interactions with other internal departments such as Pre-Sales, Platform Consultants, Service Architects, Channels, Sales Operations, Product House and Customer Support to name a few.

**Principal Duties and Essential Responsibilities:**

+ Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

+ Work closely with Account Manager, and Channel Manager on Regional opportunities to achieve quota targets and territory goals

+ Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

+ Owns the Executive relationships and responsible for understanding the customers’ business needs and direction.

+ Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

+ Develops and owns the overall sales pipeline and responsible for both closing and prospecting into Verint’s top accounts.

+ Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, webex, and email communications.

+ Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

+ Serves as a focal point for customer support issue escalation and maintain high levels of customer satisfaction and loyalty with customers.

+ Provide effective sales presentations and product demonstrations to assigned customers and prospects.

+ Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

+ Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline and results of prospecting activities.

+ Provide daily routine and accurate updates to the Company’s sales database with account activity and status.

+ Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

**Minimum Requirements:**

+ Five years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

+ Bachelor's Degree or equivalent work experience

+ Proven and successful sales track record of quota attainment

+ Must be able to effectively prospect and identify business opportunities, conduct needs analysis and present and close solutions sales to targeted accounts.

+ Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

+ Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

+ Experience selling Enterprise software and Software (SaaS)

+ Travel approximately 50-75%.

+ Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

+ The ability to obtain the necessary credit line required to travel

**Preferred Requirements:**

+ Working knowledge of value-added ROI business process sales engagements/tools

+ Previous experience in responding to RFPs and working with Government contract agreements

+ Knowledge of CCaaS, Contact Center, Workforce Management, and /or CRM/ERP software background desired

+ 2+ years of Business to Government selling from existing and from a lead development

\#LI-BM1

MIN: 95K

MAX: 140K

Verint Systems Inc. is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment, based on one’s race (including but not limited to natural hair, hair texture, hair type and protective hairstyles), color, religion, national origin, or sex, pregnancy (including childbirth and medical conditions related to pregnancy, childbirth or breastfeeding), sex stereotyping, (including assumptions about a person’s behavior or appearance, gender roles, gender identity, gender expression including gender dysphoria, or transgender status), disability, alienage or citizenship or immigration status, marital status, creed, genetic information, predisposition or carrier status, sexual orientation, military or Veteran status, political affiliation, familial status, caregiver status, status as a victim of domestic violence, unemployment status, natural hairstyles, sexual and other reproductive health decision-making, or any other classification or characteristic protected by applicable federal, state or local laws (collectively, “Protected Characteristics”), will not be tolerated. This policy applies to all terms and conditions of employment including but not limited to hiring, placement, promotion, compensation, training, leave of absence or termination.

**For US Applicants**

_2024 Benefits Offering (https://fa-epcb-dev1-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000160018102&Title=Verint+2024+Benefits)\_

We are excited to be named one of the World’s Best Workplaces by Fortune Magazine! We are proud to offer you 12 paid holidays annually. For an overview of our benefits and time off, please follow this link to learn more:US Stryker employee benefits. (https://d25zu39ynyitwy.cloudfront.net/oms/000000/document/2024/6/SMVZW\_USStrykerEmployeebenefits/USStrykerEmployeebenefits.pdf)

**What you will do**

As the Lead Financial Analyst you will have the opportunity to partner with the Operations team within our Stryker Sustainable Solutions Group to provide financial analysis with regard to the business and operational efficiencies. You will have a lot of freedom and will be encouraged to think outside the box to develop process improvements. You will have the ability to make a direct impact on our business.

+ Prepares analysis as needed so that Finance leadership can provide financial guidance to Executive and Senior Manager level employees with regards to financial control of company assets and spending. Compiles reports, graphs, and charts to effectively communicate analyses.

+ Performs daily Accounting and Financial tasks and entries; account reconciliations; Asset tracking; and trending analysis.

+ Assist where needed to help build infrastructure within Finance and other departments to prepare the division for scalable growth without incremental spending.

+ Ensures processes are created to perform repeatable results and to provide explanations for future use in accordance with business needs.

+ Prepares and assists in preparation of monthly financial projections, including consolidation, Profit & Loss (P&L) Statements, Balance Sheet, Cash Flow Statements, and various monthly reports and presentations.

+ Direct involvement in annual budget process including preparation, analysis, consolidation and distribution.

**What you need**

Required

+ Bachelor's Degree in Accounting, Finance, or related discipline

+ 4+ years of Accounting, Finance or FP&A experience

Preferred

+ Experience with Power Bi

+ Experience with SAP

+ Hyperion Financial Management experience

*The candidate will need to live within a reasonable commuting distance to our Phoenix, AZ location. You will need to be in the office 2-3 days a week but will have the flexibility to work from home on the other days.

Health benefits include: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insurance, hospital indemnity insurance, personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance. Stryker offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually. Depending on customer requirements employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required to obtain various vaccinations as an essential function of their role.

Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer – M/F/Veteran/Disability.

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

**Custom Orgs** :

**Global LoS** :

Tax

**Other - Justification** :

recruiting need

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

5 year(s)

**Certification(s) Required** :

CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

**Preferred Qualifications** :

**Preferred Knowledge/Skills** :

Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.

Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback.

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

+ Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

**Overview**

_FUJIFILM Healthcare Americas Corporation is a leading innovator in diagnostic and enterprise imaging solutions designed to meet the evolving needs of healthcare across prevention, diagnosis, and treatment. Fujifilm’s medical imaging portfolio includes solutions for digital radiography, mammography, computed tomography, magnetic resonance imaging, ultrasound, endoscopy, and endosurgery. The Synapse® Enterprise Imaging portfolio provides healthcare professionals with the imaging and data access needed to deliver a complete patient record. REiLI®, Fujifilm’s artificial intelligence initiative, combines Fujifilm’s rich image -processing heritage with cutting-edge AI innovations to inspire a new tier of clinical confidence. The In-Vitro Diagnostic portfolio provides the golden standard of molecular based immunoassay technology for liver surveillance, cutting edge clinical diagnostic chemicals for leading laboratories across the country and diagnostic chemicals for OEM white labeling products. The company is headquartered in Lexington, Massachusetts. For more information please visit_ _healthcaresolutions-us.fujifilm.com_ _._

**Job Purpose:**

The Account Executive, ES is responsible for the generation of sales revenue for the organization through personal interaction with prospective customers within a given territory. This position is expected to promote the use of core products within prospective customer accounts, maintain current customer accounts to ensure a solid reference base and educate the general market on the benefits of the product. This position must establish a solid network of reference with “partner” representatives who supply the same customers with non-competitive products and maintain a thorough understanding of competitive products and competitive positioning to ensure success and become a true “Endoscopic Consultant” for the customer. Has overall responsibility in achieving a 10% annual increase of market share.

_In the event that COVID-19 vaccine mandates issued by the federal government, or by state or local government become effective and enforceable, the Company will require that the successful candidate hired for positions covered under relevant government vaccine mandate(s) be fully vaccinated against COVID-19, absent being granted an accommodation due to medical or sincerely held religious belief or other legally required exemption._

_Applicants to positions where vendor credentialing or other similar requirements exist to enter facilities will be required to comply with the credentialing requirements of the facilities, including complying with vaccine requirements._

_FUJIFILM is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, national origin, sex, gender identity, sexual orientation, religion, disability, protected veteran status or any other characteristic protected by applicable federal, state or local law._

**External US**

**Duties and Responsibilities:**

+ Drive salesrevenue and overall market share inside the regional territory as directed.

+ Pursue new business and develops new methods of attaining business.

+ Implement strategic business plans to attain a 10% annual increase of market share and achieving the goals outlined specific to the position and territory.

+ Direct the clinical demonstration process for qualified target accounts within the territory as decided personally or directed and pursue such accounts through the closing of business.

+ Work with the Clinical Sales Specialist in coordinating the pre-demonstration (pre-demo) process required to ensure that a successful clinical demonstration process occurs.

+ Nurture current customer accounts through routine call pattern, product demonstration, product in-service and a positive attitude.

+ Develop relationships with Physicians, Nurses, Technicians, Biomedical personnel, Materials Management personnel, hospital administration and outside consultants.

+ Be a primary resource for the training of customers on the proper use of equipment in the clinical setting.

+ Be a resource for educational materials in the field.

+ Become expert in the proper reprocessing techniques required by AER manufacturers with products.

+ Support of VIP customers as directed by direct supervisor or HCUS- ESD Executive Management.

+ Work with the Product Development team in the clinical evaluation of new product prototypes and/or the clinical evaluation of current product improvements. Reporting of any such clinical evaluation will be directed by the Product Development team, respectively.

+ Provide weekly and/or monthly reports to direct supervisor as directed in a timely and consistent manner.

+ Provide monthly sales forecasts to direct supervisor as directed in a timely and consistent manner.

+ Provide and maintain customer data for integration into a future database application.

+ Attend local, regional and national trade shows as requested by direct supervisor or Executive Management.

+ Adhere to all safety policies and procedures.

**Other:**

+ Comply with all applicable U.S. Food and Drug Administration (U.S. FDA) medical device regulatory requirements, applicable ISO 13485 standard requirements and all other applicable laws, regulations and standards.

+ Comply with and pass all requirements for vendor credentialing as part of gaining access to hospitals and facilities to perform assigned job duties.

**Qualifications:**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential tasks.

+ Bachelor’s degree in marketing, business or related quantitative disciplines, plus a minimum of 3 to 5 years of field sales experience desired.

+ Ability to work well independently and take charge of situations.

+ Ability to excel in fast-paced, competitive environments.

+ Strong interpersonal skills that allow for development of solid customers.

+ Operate a computer effectively and efficiently, including MS Word, MS Excel and MS Powerpoint.

+ Proficient in use of MS Outlook and other email applications.

+ Able to professionally communicate with internal and external customers.

+ Effectively manage time and regional budget requirements.

+ Must be able to multi-task and work on several projects simultaneously.

+ Ability to write reports and relay information accurately and in a timely manner.

+ Ability to prioritize customer requirements.

+ Ability to speak in front of small groups of people.

+ Ability to speak professionally and relay technical information accurately and concisely.

+ Ability to understand basic mathematical requirements for discount calculation.

**Physical Requirements:**

The position requires the ability to perform the following physical demands and/or have the listed capabilities:

+ The ability to sit up 75-100% of applicable work time.

+ The ability to use your hands and fingers to feel and manipulate items, including keyboards, up to 100% of applicable work time.

+ The ability to stand, talk, and hear for 75% of applicable work time.

+ The ability to lift and carry up to 25-50 pounds up to 20% of applicable work time.

+ Close Vision: The ability to see clearly at twenty inches or less.

**TRAVEL:**

+ Ability to travel 75% of time - includes time spent in the field and at corporate offices.

+ Ability for overnight travel up to 50% (including weekends at times).

**Job Locations** _US | US-ES Sales Region Central_

**Posted Date** _14 hours ago_ _(12/21/2024 10:27 AM)_

**_Requisition ID_** _2024-32745_

**_Category_** _Sales_

**_Company (Portal Searching)_** _FUJIFILM Healthcare America Corporation_

**Overview**

Hello humankindness (https://hellohumankindness.org/)

Located conveniently in the heart of Phoenix, Arizona, (http://phoenix.gov/visitors/index.html) St. Joseph's Hospital and Medical Center is a 571-bed, not-for-profit hospital that provides a wide range of health, social and support services. Founded in 1895 by the Sisters of Mercy, St. Joseph's was the first hospital in the Phoenix area. More than 125 years later, St. Joseph's remains dedicated to its mission of caring for the poor and underserved.

We are extremely proud to be a nationally recognized center for quality quaternary care, medical education and research. St. Joseph's includes the internationally renowned Barrow Neurological Institute (https://www.barrowneuro.org/) , Norton Thoracic Institute (https://www.dignityhealth.org/arizona/norton-thoracic-institute) , Cancer Center at St. Joseph's (https://www.dignityhealth.org/arizona/locations/stjosephs/services/university-of-arizona-cancer-center) , Ivy Brain Tumor Center (https://www.ivybraintumorcenter.org/) , and St. Joseph's Level I Trauma Center (https://www.supportstjosephs.org/traumacenter) (which is verified by the American College of Surgeons). The hospital is also a respected center for high-risk obstetrics, neuro-rehabilitation, orthopedics, and other medical services. St. Joseph’s is considered a sought-after destination hospital for treating the most complex cases from throughout the world. Every day, approximately 20 percent of the hospital’s patients have traveled from outside of Arizona and the United States to seek treatment at St. Joseph’s.

_U.S News & World Report_ routinely ranks St. Joseph's among the top hospitals in the United States for neurology and neurosurgery. In addition, St. Joseph's boasts the Creighton University School of Medicine at St. Joseph's, and a strategic alliance with Phoenix Children's Hospital.

St. Joseph's is consistently named an outstanding place to work and one of Arizona's healthiest employers. Come grow your career with one of Arizona's Most Admired Companies (http://www.bestcompaniesaz.com/) .

Look for us on Facebook (http://www.facebook.com/DignityHealthStJosephsHospitalMedicalCenter) and follow us on Twitter (https://twitter.com/DignityHealthAZ) .

_For the health of our community ... we are proud_ _to be_ _a tobacco-free campus._

**Responsibilities**

The Financial Analyst is an entry level position with Brain Tumor Research that assists in the audit, analysis and reporting of financial data (i.e., productivity analysis, financial projections, budgets, financial statement analysis, variance reports, internal controls, and other duties as identified). This position directly interacts with a variety of stakeholders including internal and external customers.

Responsibilities Include:

+ Assist in budget analysis and preparation

+ Timely and accurate preparation of month end reports for research environment

+ Process monthly invoices related to Brain Tumor Research program

+ Performs balance sheet and P&L reconciliations in accordance to company policies

+ Other financial duties and reporting as required with the department

+ Identify and implement improved methodologies to accumulate, store, process, and report data

+ Effectively and efficiently maintains databases for research environment

+ Regularly interact with management team to explain procedures and financial performance

**Qualifications**

Minimum of three (3) years in a business environment with exposure to financial information and participation in financial

and/or productivity and/or statistical reporting. Significant experience in a database environment developing new queries and reports

is critical.

Previous Healthcare experience helpful.

Education

High School Diploma/GED required.

Bachelor's degree preferred.

Special Skills

Effective communication skills with all levels of the organization; advanced skills with spreadsheets and Excel are mandatory.

**Pay Range**

$25.25 - $36.61 /hour

We are an equal opportunity/affirmative action employer.

**Your opportunity**

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.

**What you have**

**Required Qualifications:**

+ A valid and active Series 7 license is required ( _license may be obtained under a condition of employment through Branch Network Licensing Program_ )

+ A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of employment_ )

**Preferred Qualifications:**

+ 3+ years of Financial Services Industry Experience

+ Strong written and verbal communication skills

+ Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize

+ Ability to identify new relationship development

+ Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)

+ Ability to uncover and meet client needs and effectively manage client expectations

+ Ability to build and maintain good cross-enterprise working relationships

+ Capability to become a Notary

+ Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool

+ Openness to manage local events, as needed

**What’s in it for you**

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

**Primary City/State:**

Phoenix, Arizona

**Department Name:**

Admin-Clinic

**Work Shift:**

Day

**Job Category:**

Finance

Health care is constantly changing, and at Banner Health, we are at the front of that change. We are leading health care to make the experience the best it can be. We want to change the lives of those in our care – and the people who choose to take on this challenge. If changing health care for the better sounds like something you want to be part of, we want to hear from you.

We are growing and seeking a **Senior Financial Analyst** to be part of this important and exciting work supporting the Banner Phoenix Primary Care service line. In your role as a senior financial analyst, you will primarily be responsible for managing financial reporting for the clinics, month-end journal entries, budget forecasting, ad hoc analysis etc. The role requires strong Excel skills, an ability to work independently, and demonstrated strong analytical aptitude. This role will also assist with A/R reconciliations and will interface with finance and operations teams. We are seeking someone who is a team player and can see the bigger picture as well as understand the detail.

**Location** : This is a remote hybrid role, this role requires travel to our Phoenix Metro Banner Medical Group Primary Care Clinics & to Phoenix Corporate as needed.

**Schedule** : Exempt Mon-Fri

At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.

POSITION SUMMARY

This position is responsible for providing coordination and/or collection of relevant financial data to prepare and interpret financial reports for management in an accurate and timely manner. This position provides maintenance/updates as necessary to ensure the integrity of assigned financial systems and databases.

CORE FUNCTIONS

1. Gathers data from various sources to document and analyze statistics and financial information necessary to complete projects in assigned area. Generates various monthly or bi-weekly financial reports or ad hoc reports that enable management to control and analyze operations.

2. Works with management and staff of various departments to assist with financial data gathering and/or interpretation. Ensures accuracy of financial information systems and maintenance of reporting. Ensures the integrity of statistical files and databases used for financial reporting.

3. Works with other analysts to manage key financial processes within the organization (including operating budgets, forecasts program reporting and analysis, charge management, cost accounting, decision support and reimbursement analysis).

4. Provides financial modeling resources for special projects assigned to the department by management for analysis. Brings strength in logic and analysis of data, sorts through data and determines which elements are useful or pertinent to the assigned project. Identifies outliers and recognizes trends, presents data and analysis results to appropriate parties.

5. Prepares timely and accurate reports and presentations for state and federal agencies, administration and corporate to satisfy mandated reporting requirements policy, law or management. Maintains accurate statistical, contractual or other financial databases, as assigned.

6. Assists in identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis. Educates users of the assigned financial reporting system on the utilization of reports and the functionality of those reports.

7. Provides education on available financial tools and resources and provides learning to non-financial staff so they can break down analysis in simple terms.

8. Assignments located in the Western region will have regional accountability and will provide financial analysis support for multiple facilities within the Western Region.

9. Uses specialized knowledge to analyze information and solve business problems. Works independently under general supervision. Provides management with accurate and timely information necessary to effectively manage financial operations for revenues in excess of $300m annually. Consults internally with Department Directors, Administration, Data Operations, Financial Services Department Personnel and Banner Health System personnel. Works with State governmental agencies, colleagues as other healthcare facilities, professional organizations and outside vendors. Assignments with in the Western Region will have regional scope and accountability.

MINIMUM QUALIFICATIONS

Requires a Bachelor’s degree in Accounting, Finance or Business Administration or equivalent experience.

Requires a proficiency level typically attained with three to four years of experience in healthcare financial management/analysis work. Must have excellent analytical and organizational skills and the ability to manage multiple priorities with changing needs and deadlines. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals.

Requires strong abilities in statistical analysis, data interpretation, computer software applications, database and spreadsheet programs, plus a proficiency in financial modeling techniques to generate management reports, projections, allocations, and analyses.

PREFERRED QUALIFICATIONS

Additional related education and/or experience preferred.

**EEO Statement:**

EEO/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

Our organization supports a drug-free work environment.

**Privacy Policy:**

Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

EOE/Female/Minority/Disability/Veterans

Banner Health supports a drug-free work environment.

Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability

Overview Pre-Services Financial Counselor $1500 New Hire Bonus! Looking to be part of something more meaningful? At HonorHealth, you’ll be part of a team, creating a multi-dimensional care experience for our patients. You’ll have opportunities to make a difference. From our Ambassador Movement to our robust training and development programs, you can select where and how you want to make an impact. HonorHealth offers a diverse benefits portfolio for our full-time and part-time team members designed to help you and your family live your best lives. Visit honorhealth.com/benefits to learn more. Join us. Let’s go beyond expectations and transform healthcare together. HonorHealth is one of Arizona’s largest nonprofit healthcare systems, serving a population of five million people in the greater Phoenix metropolitan area. The comprehensive network encompasses nine acute-care hospitals, an extensive medical group with primary, specialty and urgent care services, a cancer care network, outpatient surgery centers, clinical research, medical education, a foundation, an accountable care organization, community services and more. With more than 16,000 team members, 3,700 affiliated providers and over 1,100 volunteers dedicated to providing high quality care, HonorHealth strives to go beyond the expectations of a traditional healthcare system to improve the health and well-being of communities across Arizona. Learn more at HonorHealth.com. Responsibilities Job Summary Ensures that an account is established for every scheduled patient. Obtains complete and accurate patient demographics, insurance plan and benefits information, and ensures treatment authorization is secured in advance of the scheduled procedure while maintaining a minimum accuracy rate on reviewed accounts as defined by departmental standards. Verifies patients’ insurance coverage, eligibility, and Point of Service financial obligation for all scheduled services, and documents the system in detail. Adheres to all third party payer requirements for both government and commercial payers. Determines insurance eligibility and coverage, obtains/confirms authorization to avoid non-compliance and penalties to the patient, health system and physician. Communicates current Medicare requirements, HIPAA compliance and reimbursement criteria. Collaborates with Case Management to ensure patient status is correct and documentation is provided to insurances as needed. Creates and/or updates hospital account. Obtains and enters into hospital information system required patient demographics and insurance information in a timely manner after procedure is scheduled. Documents all information according to departmental guidelines. Provides feedback to supervisor on changes/updates implemented by insurances as obtained. Contacts patients to verify demographic information and to perform financial counseling prior to time of service. Collects patient responsibility due, provides information on payment plans and financial assistance as necessary. Follows department and network policies concerning discounts, package rates and basic financial assistance. Qualifications Education High School Diploma or GED Required Experience 1 year in healthcare field including medical office insurance/front desk, hospital registration, hospital business office (billing or collections) Required

**About Team & About Role:**

Rubrik’s sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks, malicious insiders, and operational disruptions. We offer continuous professional development through our world class sales enablement program and our One Rubrik selling approach provides all the resources you need to exceed your goals, maximize your earnings potential and take your career to the next level. All this while doing something that truly matters, protecting the world's data.

The Product Line Specialist AE is a technical sales professional characterized by intimate understanding of their specific product, the pain it resolves, the competitors, market, qualification, objections, and value proposition. Through a quantity of focused interactions they become exceedingly specialized and competent in their discipline making great impressions on prospects and core sales team alike. They own the product number, are hungry to overachieve it. Their success is ensured by their expertise, their champion building, and their high level of effective activity. They champion and evangelize their product in the field, internally and externally, and with our resellers. They are the point of contact for PnP, PM, PMM as a consolidated voice of field and customer.

**What You’ll Do:**

+ Define and execute sales plans for the assigned territory to meet and exceed quota through prospecting, qualifying, managing and closing sales opportunities

+ Develop and manage sales pipeline to move a large number of strategic transactions through the sales process

+ Identify and close opportunities for growth working with a mix of mid-enterprise accounts

+ Present Rubrik, Inc. solutions within complex data center design environments

+ Co-sell and strategize with direct field team, partners, distributors and VAR’s to enable rapid growth

+ Provide Rubrik, Inc. management with feedback about the local market opportunity and identification of new business opportunities and channel partnerships

**Preferred Qualifications:**

+ 3+ years SaaS security and/or infrastructure sales experience as customer facing, variable comp.

+ Consistent track record of success/overachievement

+ Higher than average business acumen & deal sense

+ Proven ability to build champions/work cross functionally

+ Bias for action, self starter

\#LI-CG1

The minimum and maximum base salaries for this role are posted below; this role is also eligible to earn commissions pursuant to the Company’s written Incentive Compensation Plan. Additionally, the role is eligible for equity and benefits. The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

US Pay Range

$109,400—$174,700 USD

**Join Us in Securing the World's Data**

Rubrik (NYSE: RBRK) is on a mission to secure the world’s data. With Zero Trust Data Security™, we help organizations achieve business resilience against cyberattacks, malicious insiders, and operational disruptions. Rubrik Security Cloud, powered by machine learning, secures data across enterprise, cloud, and SaaS applications. We help organizations uphold data integrity, deliver data availability that withstands adverse conditions, continuously monitor data risks and threats, and restore businesses with their data when infrastructure is attacked.

Linkedin (https://www.linkedin.com/company/rubrik-inc/mycompany/verification/) | X (formerly Twitter) (https://twitter.com/rubrikinc) | Instagram (https://www.instagram.com/rubrikinc/) | Rubrik.com

**Diversity, Equity & Inclusion @ Rubrik**

At Rubrik we are committed to building and sustaining a culture where people of all backgrounds are valued, know they belong, and believe they can succeed here.

Rubrik's goal is to hire and promote the best person for the job, no matter their background. In doing so, Rubrik is committed to correcting systemic processes and cultural norms that have prevented equal representation. This means we review our current efforts with the intent to offer fair hiring, promotion, and compensation opportunities to people from historically underrepresented communities, and strive to create a company culture where all employees feel they can bring their authentic selves to work and be successful.

**Our DEI strategy focuses on three core areas of our business and culture:**

+ Our Company: Build a diverse company that provides equitable access to growth and success for all employees globally.

+ Our Culture: Create an inclusive environment where authenticity thrives and people of all backgrounds feel like they belong.

+ Our Communities: Expand our commitment to diversity, equity, & inclusion within and beyond our company walls to invest in future generations of underrepresented talent and bring innovation to our clients.

**Equal Opportunity Employer/Veterans/Disabled**

Rubrik is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Rubrik provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rubrik complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at [email protected] if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

EEO IS THE LAW (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)

EEO IS THE LAW - POSTER SUPPLEMENT

PAY TRANSPARENCY NONDISCRIMINATION PROVISION (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_English\_unformattedESQA508c.pdf)

NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS