Supervisor

Location: Albany, NY

Description:

Our client is currently seeking a Supervisor who will supervise about 50 branch offices nationwide. This is a full-time, permanent position.

Responsibilities Include:

  • Reviewing and approving new account applications and trades for their assigned branches.
  • Providing oversight of compliance and ensuring regulatory requirements are followed and met.
  • Assume the role of the relationship manager for their assigned branches.

Qualifications:

  • Candidates must have the Series 7 and 24 FINRA licenses.
  • Must have a minimum of a Bachelor’s Degree.
  • Must have experience managing people. 3-5 years of experience in the financial industry and/or brokerage is preferred.
  • Strong organizational skills and advanced written and verbal communication skills.

 

If you are qualified for this position, please apply using our secure online form.

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Accounts Payable Specialist

Location: Saratoga, NY

Description:

Our client is currently seeking an Accounts Payable Specialist to join their accounting team. The Accounts Payable Specialist will be primarily responsible for A/P duties but will also be providing “back-up” for payroll. This is a full-time, permanent role.

Responsibilities include:

  • Performing A/P duties such as posting vendor bills and transactions. Creation and submission of lump sum and time management material invoicing with AIA Documentation.
  • Improve the effectiveness of purchase ordering process.
  • Assist with Workman’s Comp, Pension, and Sales Tax audits.

Qualifications:

  • Bachelor’s Degree in Accounting, Finance, or related field is preferred.
  • A minimum of 2 years of experience working in an Accounts Payable role.
  • Must have a construction industry background.
  • Proficiency with AIA Documentation.
  • Experience with the following software is preferred: Timberline or Foundations or Peachtree.

 

If you are qualified for this position, please apply using our secure online form.

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Treasury Analyst

Location: Saratoga County, NY

Job Description:

Our client is currently seeking a Treasury Analyst who will have the primary responsibility of analyzing and supporting the treasury and compliance processes over client transactions. This is a full-time, permanent position.

Responsibilities Include:

  • Review of client transactions, ensuring informational accuracy.
  • Act as a financial institution and client liaison as necessary.
  • Preparation of client banking paperwork.
  • Demonstrating the understanding of 15 online banking platforms.
  • Create solutions for treasury and transaction processes to reduce error and ensure compliance.
  • Maintaining internal resources.
  • Training teams on new banking features and implementations.

Qualifications:

  • A minimum of a Bachelor’s Degree in Business or a related field with 3 – 4 years of experience working in Treasury and Finance operations.
  • Must have an extremely high attention to detail and the ability to multitask effectively in a fast paced environment.
  • Must be able to prioritize and effectively manage time, in order to meet deadlines and see all projects through to completion.
  • Experience with Microsoft Office Suite software, LexisNexis, Check Factory, and online banking platforms are strongly desired.

 

If you are qualified for this position, please apply using our secure online form.

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Purchasing and Inventory Manager

Location: Albany, NY

Job Description:

Our client is currently seeking an experienced Purchasing and Inventory Manager to lead and manage their Purchasing Department and Inventory Management functions. This is a “hands-on” role that will require a leader with the ability drive results in a fast paced and dynamically changing customer centric environment. This is a full-time, permanent management position.

Responsibilities Include:

  • The effective coordination, planning, and execution of an inventory management strategy.
  • Financial management of the purchasing department: preparation of annual budgets, business plans, and operations goals.
  • Attaining financial goals through collaboration with the senior leadership team on strategic projects.
  • Implementing creative, forward-thinking management practices regarding the management of inventory, supplier negotiations and the driving of cost to improve margins and revenue growth.
  • Collaboration with sales, operations, and finance to maximize delivery performance, inventory turns, and working capital.

Qualifications:

  • A minimum of a Bachelor’s Degree in Engineering, Supply Chain, or Business Management is required (MBA or MS preferred).
  • 10 – 15 years of professional experience related to purchasing management, with 3 -5 years of senior level responsibility and 5 or more years of experience in inventory management.
  • Must be able to lead with little direction and handle multiple projects with conflicting requirements and deadlines.
  • Must have excellent written and verbal communication skills.
  • Qualified candidates will be enthusiastic with the ability to lead and energize others.

 

If you are qualified for this position, please apply using our secure online form.

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Pain Management Billing Specialist

Location: Concord, CA

Description:

Our client is currently seeking a Pain Management Billing Specialist. The Billing Specialist will be responsible for billing and collections for their new office. This is a full-time, permanent position.

Responsibilities Include:

  • Timely and accurate submittal of bills to all, payers, including patients.
  • Timely reaction to any denial in payments or requests for records in order to expedite payments.
  • Periodically report on causes of denied to delayed payments, along with recommendations on any changes that could improve the process.
  • The timely collection from all payers, including patients as defined using company guidelines for acceptable days in accounts receivable.
  • Reporting on non-payments and slow payments. Providing recommendations of payers and patients to close relationships with as a result of non-payment.
  • Recommending auxiliary or third-party services that could augment the collection process, such as lien financing companies.
  • Provide regular reports on accounts receivables matters. This includes but is not limited to aged AR, daily deposit logs, CPT Reporting, and collections based on doctor, location, payer, and business line.

Qualifications:

  • Candidates must have a minimum of 6 months of Pain Management Billing experience.
  • Additional work experience in an out-patient medical office is a plus.

 

If you are qualified for this position, please apply using our secure online form.

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Senior Financial Analyst

Location: Albany, NY

Job Description:

Our client is currently seeking a Senior Financial Analyst to join their team. The Financial Analyst will primarily be responsible for the preparation and review of finance and tax analyses for clients. This is a full-time, permanent position.

Responsibilities Include:

  • Preparation and review of financial analysis performed for clients. This will include but is not limited to income tax returns and financial statements.
  • Assisting with the coordination of an audit with a public accounting firm. Review of journal entries and preparation of financial statements.
  • Assessment of completed reports from team members for accuracy before submittal to clientele.
  • Income tax research, concerning complex tax issues encountered by team members.
  • Income tax projection for clients, related entities, and family members.
  • Preparation of income tax returns for clients. Income tax returns completed will include individual, trust, entity, foundation, and gift returns.

Qualifications:

  • Bachelors Degree in Finance or Accounting.
  • 8 years of experience as a Financial Analyst with an Income Tax focus.
  • Advanced Microsoft Excel skills are required for this position.
  • Experience using Quickbooks, PortfolioCenter, and GoSystem Tax RS.
  • Excellent written and verbal communication skills are required. The candidate must be extremely well organized and very attentive to detail.

 

If you are qualified for this position, please apply using our secure online form.

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Financial Analyst

Location: Albany, NY

Description:

Our client is currently seeking a Financial Analyst to join their team. The Financial Analyst will be focused primarily on the preparation of financial analyses for clients. The areas of focus will be income tax, investments, and estate planning.

Responsibilities Include:

  • Financial analyses preparation and review.
  • Assisting with client auditing and the preparation and review of financial statements.
  • Review of team reports ensuring accuracy of data and quality standards are being met before submission to clients.
  • Performing and assisting with income tax research, concerning complex tax issues encountered by team members.
  • Preparation of income tax projections for clients, related entities, and family members.
  • Preparation of income tax returns for review by team members. Income tax returns completed will include individual, trust, entity, foundation, and gift returns.

Qualifications:

  • The qualified candidate will have a BA or BS in Finance or Accounting.
  • Advanced Microsoft Excel skills are required for this position.
  • Experience using Quickbooks and PortfolioCenter.
  • Excellent written and verbal communication skills are required. The candidate must be extremely well organized and very attentive to detail.

 

If you are qualified for this position, please apply using our secure online form.

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CFO

Location: Albany, NY

Job Description:

Our client is seeking a CFO with a background in the healthcare industry to become a part of their growing organization. The CFO will oversee the organization’s accounting and financial departments ensuring regulatory compliance and effective financial functioning. This is a full-time, permanent position.

Responsibilities Include:

  • Direction of the organization’s financial planning and accounting, overseeing the management of its relationships with lenders and payers.
  • Working with the executive and management staff to ensure sound financial planning and performance. Providing them with the financial resources in order to facilitate decision making.
  • Strategically create financial plans for the daily operations of the organization and managing the financial solutions to facilitate its growth.
  • Oversee organizational accounting and financial practices and teams. Review, develop, and update financial policies and procedures.
  • Ensure healthcare regulations and practices are followed and practiced in all financial functions.
  • Evaluate employee performance and work schedules. Recommend applicable changes to employee status and salary due to evaluation.
  • Must stay up to date with the changes in the healthcare industry.

Qualifications:

  • A Master’s Degree in Finance with prior experience working at the C-Level within the medical and/or insurance field is preferred.
  • CPA license is preferred.
  • 7-10 years of experience or financial leadership experience.
  • A thorough knowledge of health insurance and managed care finance functions (principles, practices, and regulations). Understanding healthcare functions such as; managed care contracting, physician compensation models, and population health management.
  • At least 3 years of experience working in a management capacity at a hospital, nursing home, assisted living, or multi-practice medical facility.

For more information, please contact Renee Walrath by calling 518-275-4816 or emailing rwalrath@walrathrecruiting.com.

CPA

Location: Albany, NY

Description:

Our client is currently seeking a CPA. This direct-hire position is located in the Albany area. The preferred candidate will have at least 3 years of work experience in a public accounting firm.

Responsibilities Include:

  • Preparation and review of complex individual and corporate tax returns.
  • Researching taxation trends and strategies.
  • Providing tax solutions and consulting for clients.
  • Preparation of financial statements.

Qualifications:

  • CPA License is a must.
  • Bachelor’s Degree in Accounting or Finance
  • Several years working experience with individual and corporate tax accounts.
  • Expertise in tax and financial accounting.

 

If you are qualified for this position, please apply using our secure online form.

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CPA Tax Manager

Location: Albany, NY

Description:

Our client is currently seeking a CPA Tax Manager. The tax manager will be responsible for the management of client tax engagements in order to recommend tax strategies and solutions according to the client’s business requirements. This is a direct-hire position.

Responsibilities Include:

  • General tax accounting work, reviewing tax returns, tax planning and analysis through the review and research of taxation issues.
  • Expanding business opportunities by improving existing client relationships and developing relationships with new clients.

Qualifications:

  • CPA License
  • Bachelor’s Degree in Accounting or Finance.
  • 5-10 years experience working in a public accounting firm.
  • Expertise in tax and financial accounting.

 

If you are qualified for this position, please apply using our secure online form.

Submit Your Resume