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2 results for Finance in Chattanooga, TN
- Chattanooga, TN
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p>This search is being conducted by Steve Spinello.</p><p><br></p><p><strong>Financial Planner (CPA / CFP)</strong></p><p><strong>Chattanooga, TN</strong> | Onsite/Hybrid</p><p>We are partnering with a well-established, fee-only Registered Investment Advisor firm to add a <strong>Financial Planner</strong> to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship. </p><p>About the Role</p><p>This position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients. </p><p>Key Responsibilities</p><ul><li>Develop and deliver comprehensive and segmented financial plans for high-net-worth clients. </li><li>Partner with lead and service advisors to support client planning needs. </li><li>Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations. </li><li>Lead tax-focused planning strategies and provide insights through tax return review. </li><li>Update and maintain client financial plans as circumstances evolve. </li><li>Serve as the internal expert on financial planning best practices, tools, and processes. </li><li>Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output. </li></ul><p>Why This Opportunity Stands Out</p><ul><li>Join a respected, fee-only RIA with an established client base and strong team culture. </li><li>Focus on what you do best: financial planning strategy and analysis. </li><li>Work in a collaborative environment where your technical expertise will have visible impact. </li></ul><p>If you’re a detail-oriented financial planning professional who enjoys sophisticated planning work and wants to be part of a high-caliber advisory team, we’d love to connect.</p><p><strong>Apply today or message me directly to learn more.</strong></p>
- 2026-06-01T00:00:00Z
- Chattanooga, TN
- onsite
- Temporary / Contract
- 36.575 - 42.35 USD / Hourly
- <p>We are looking for an experienced Patient Accounting/Finance Manager to join an organization in Chattanooga, Tennessee on a long term contract basis. This position will provide hands-on leadership for finance and patient accounting operations, bringing strong oversight to revenue cycle activities, compliance-related processes, and day-to-day accounting management. The ideal candidate will combine healthcare finance expertise with the ability to guide a team, strengthen controls, and support specialized operational areas unique to the organization.</p><p><br></p><p>Responsibilities:</p><p>• Lead the finance and patient accounting function, providing direction and oversight across daily operations and team priorities.</p><p>• Manage general ledger activity, month-end close processes, and financial reporting to ensure accuracy and timeliness.</p><p>• Oversee revenue cycle performance, including patient accounting workflows and third-party payer processes within a healthcare setting.</p><p>• Support and monitor specialized programs and financial activities, draw down processes, and required internal safety documentation.</p><p>• Review accounting controls, identify areas of risk, and perform audit-focused analysis to improve compliance and operational reliability.</p><p>• Partner with existing leadership and staff to provide financial oversight while helping remove administrative burden from senior management.</p><p>• Supervise fund administration and other core accounting functions to maintain organized records and sound financial practices.</p><p>• Offer practical guidance to the finance team on healthcare-specific accounting issues, helping maintain effective and consistent processes</p>
- 2026-06-02T00:00:00Z