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17 results for Financial Planning Analysis Manager in York, PA

Senior Manager, FP&A
  • Columbia, MD
  • onsite
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • <p>My client is seeking a strategic FP& A leader to architect and scale a consolidated financial planning and analysis framework for a growing, multi-entity global organization. This is an opportunity to build structure, modernize processes, and create robust forecasting and reporting tools that drive executive decision-making.</p><p>If you thrive in dynamic environments, enjoy building from the ground up, and have a passion for integrating systems and processes, this role is for you. Those qualified and interested should email Jim Meade at Robert Half, connect with him on LinkedIn and/or apply here.</p><p><br></p><ul><li><strong>Consolidated Modeling & Reporting</strong></li><li>Integrate existing financial models into a unified, consolidated structure.</li><li>Develop multi-entity, multi-currency models for group-level forecasting and planning.</li><li>Maintain consolidated reporting packages and dashboards.</li><li>Standardize KPI frameworks and management reporting tools.</li><li><strong>FP& A Leadership</strong></li><li>Lead monthly reporting cycles: variance analysis, P& L, cash flow, and balance sheet.</li><li>Build driver-based forecasting models and scenario analyses.</li><li>Deliver board-ready reporting and executive insights.</li><li>Partner with cross-functional leaders to provide actionable financial insights.</li><li><strong>Forecasting & Cash Management</strong></li><li>Own and refine consolidated cash forecasting processes.</li><li>Build 13-week cash flow and working capital tools.</li><li>Improve forecasting accuracy through automation and data integration.</li><li><strong>Systems & Process Modernization</strong></li><li>Work with tools like Excel and DOMO; implement automated workflows.</li><li>Translate data from multiple ERP/accounting systems into consistent models.</li><li>Introduce automation solutions (SQL, Python, Domo scripting, PowerQuery).</li><li>Document and standardize FP& A best practices.</li><li><strong>Cross-Functional Partnership</strong></li><li>Collaborate with accounting, operations, and regional teams.</li><li>Travel as needed for onboarding and integration.</li><li>Spanish language skills are a strong plus.</li></ul>
  • 2025-11-20T20:39:14Z
Financial Advisor
  • Harrisburg, PA
  • onsite
  • Permanent
  • 68000.00 - 80000.00 USD / Yearly
  • <p>We are looking for a dedicated licensed <strong>Financial Advisor </strong>to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.</p><p>• Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.</p><p>• Analyze market trends and investment opportunities to recommend effective portfolio strategies.</p><p>• Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.</p><p>• Expand the client base through networking, referrals, and community outreach efforts.</p><p>• Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.</p><p>• Provide clients with education and guidance on financial strategies, investment options, and market trends.</p><p>• Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.</p><p>• Utilize financial tools and software to streamline planning and investment processes.</p>
  • 2025-12-04T22:38:46Z
Tax Senior / Tax Manager (DOE)
  • Timonium, MD
  • onsite
  • Permanent
  • 85000.00 - 150000.00 USD / Yearly
  • <p><strong>SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY </strong></p><p>  </p><p>My client, a public accounting firm in Northern Baltimore County, is searching for a Senior Tax Associate or Tax Manager - depending on experience. As Manager, you will be responsible for providing oversight to a small staff of tax accountants working with all entity types, tax planning projections, preparing complex federal and state, as well as individual income, estate and trust returns. You will also communicate with the IRS on an as needed basis. As Senior, you will oversee and mentor staff level tax associates and be the right hand on tax engagements to the assigned Tax Manager / Partner. This is an excellent opportunity to join a well-known and respected firm with opportunities for growth and career development!! Please submit your resume today for immediate consideration!!</p><p> </p><p>What You'll Get To Do Every Day:</p><ul><li>Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary, multi-state, trust and individual).</li><li>Review Compiled financial statements for Corporations, Not for Profit entities, and Partnerships, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.</li><li>Prepare and review complex tax planning projections for individual and corporate estimated tax liability.</li><li>Manage and monitor client deliverables and due dates.</li><li>Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S‐Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.</li><li>Prepare complex U.S. and state individual income, gift tax, and estate tax returns.</li><li>Conduct complex tax research and prepare memorandum outlining findings and conclusions.</li><li>Respond to IRS and state agency audits, inquires, and tax notices.</li><li>Communicate with IRS and clients in connection with audits, inquires, and tax notices.</li><li>Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.</li><li>Engage in consulting and special projects as requested by Management and Clients.</li><li>DOE and level hired - Take direction and report to the Managers / Principals / Partners of the tax department.</li></ul><p>Please send your resume immediately to be considered to Tracy Kaszuba on LinkedIn or to Tracy.Kaszuba at RobertHalf</p>
  • 2025-11-24T14:34:25Z
Accounting Manager
  • Baltimore, MD
  • onsite
  • Permanent
  • 90000.00 - 115000.00 USD / Yearly
  • <p>Our client is looking for a dedicated and detail-oriented Accounting Manager to join their team in Baltimore, Maryland. In this role, you will oversee financial operations, ensure compliance with non-profit accounting standards, and support strategic decision-making through accurate reporting and insightful analysis. This position requires a proactive leader who is passionate about driving efficiency, maintaining robust financial processes, and contributing to the overall mission of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily accounting operations, including accounts payable, accounts receivable, general ledger maintenance, and the month-end close process.</p><p>• Ensure financial statements are prepared accurately, consistently, and on time, providing reliable reports to leadership and stakeholders.</p><p>• Develop and implement a comprehensive month-end close framework, identifying opportunities for improvement and addressing potential risks.</p><p>• Drive process enhancements in accounting operations to improve efficiency and support organizational goals.</p><p>• Establish and monitor internal controls to safeguard financial resources and ensure compliance with non-profit accounting standards.</p><p>• Leverage technology to optimize accounting processes and enable the team to focus on strategic insights and analysis.</p><p>• Collaborate with program managers and departmental leaders to provide financial advice, analysis, and recommendations for decision-making.</p><p>• Oversee fund and grant accounting, ensuring strict compliance with donor requirements and accurate grant reporting.</p><p>• Assist in preparing the annual budget and long-term forecasts, tracking financial performance, and analyzing variances.</p><p>• Lead collaborative budget discussions with managers to align financial and operational objectives.</p>
  • 2025-11-14T16:49:09Z
Accountant
  • Harrisburg, PA
  • onsite
  • Temporary
  • 25.00 - 28.00 USD / Hourly
  • <p>We are seeking an experienced and motivated <strong>Accountant</strong> to join a great finance team in the Harrisburg area. This role offers the opportunity to manage end‑to‑end accounting duties, contribute to financial strategy, and help drive business success.</p><p><br></p><p>What You’ll Do</p><ul><li>Maintain and manage full accounting operations — general ledger, accounts payable/receivable, reconciliations. </li><li>Prepare financial statements, balance sheets, profit & loss reports, cash flow statements, and other management reports. </li><li>Handle month‑end and year‑end close processes, journal entries, and account reconciliations.</li><li>Assist with budgeting, forecasting, and financial planning.</li><li>Ensure compliance with accounting standards (e.g. GAAP), state and federal regulations, and internal controls. </li><li>Support audit processes and prepare documentation for audits when required. </li><li>Provide financial data analysis and insights to help inform business decisions, identify cost‑saving opportunities, and improve efficiencies.</li></ul><p><br></p>
  • 2025-12-09T19:14:25Z
Sr. Accountant
  • New Holland, PA
  • onsite
  • Temporary
  • 34.84 - 40.34 USD / Hourly
  • <p>We are looking for an experienced Senior Accountant to join our team on a long-term contract basis in Lancaster, Pennsylvania. In this role, you will play a critical part in managing financial operations, ensuring accurate reporting, and contributing to the overall efficiency of our accounting processes. This position offers an excellent opportunity to showcase your expertise in financial management and analysis while collaborating with a dynamic team.</p><p><br></p><p>Responsibilities:</p><p>• Complete monthly, quarterly, and annual financial close processes, ensuring accurate and timely reporting.</p><p>• Calculate depreciation for fixed assets and update financial records to reflect asset values.</p><p>• Allocate costs across departments and projects to ensure proper distribution of expenses.</p><p>• Reconcile general ledger accounts and investigate any discrepancies or irregularities.</p><p>• Oversee treasury functions, including monitoring cash flow and preparing forecasts to maintain liquidity.</p><p>• Participate in physical inventory activities, including planning and conducting inventory counts.</p><p>• Perform bank reconciliations to confirm the alignment of bank statements with internal records.</p><p>• Process payroll transactions with precision and compliance with applicable regulations.</p><p>• Update and maintain the general ledger to accurately record all financial transactions.</p><p><br></p><p>If interested, please send resume on a word document to Jim.kirk@Roberthalf com</p>
  • 2025-11-24T18:53:56Z
Accounting Manager
  • Baltimore, MD
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p>Join one of the fastest-growing real estate firms in the Greater Baltimore area as their new <strong>Accounting Manager</strong>! This exciting role offers the opportunity to work for a thriving company that continues to expand both organically and through strategic acquisitions—creating significant room for career growth and development.</p><p><strong>What You’ll Do:</strong></p><ul><li>Oversee and review <strong>property accounting</strong>, <strong>joint venture accounting</strong>, and <strong>consolidations</strong> to ensure accurate financial reporting.</li><li>Monthly, quarterly and annual <strong>reporting</strong> - both internally and for investors</li><li>Work with <strong>treasury functions</strong>, assisting with wires</li><li>Lead key <strong>process improvement initiatives</strong> to streamline accounting workflows and enhance operational efficiency.</li><li>Play a pivotal role in <strong>special projects</strong>, collaborating across teams to support the company’s rapid growth and success.</li></ul><p><strong>Why You’ll Love This Role:</strong></p><ul><li>The hiring manager is highly respected and makes fostering a positive, collaborative work environment a priority.</li><li>You’ll work for a company with a proven track record of success, with ample opportunities to advance your career as the organization continues to grow.</li><li>Be part of a dynamic industry and contribute to innovative real estate projects that shape the local community.</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>A skilled accounting professional with experience in property or real estate accounting and consolidations.</li><li>A proactive, detail-oriented leader who thrives in a fast-paced, high-growth environment.</li><li>Someone who is eager to take on challenges, improve processes, and deliver results.</li></ul><p><strong>How to Apply:</strong></p><p>Email <strong>Jim Meade</strong> at <strong>Robert Half</strong> for more details and to express your interest in this exciting opportunity or alternatively connect with him on LinkedIn.</p>
  • 2025-12-05T14:38:54Z
Finance Manager - Contracts
  • Columbia, MD
  • onsite
  • Permanent
  • 80000.00 - 110000.00 USD / Yearly
  • <p>FINANCE MANAGER WANTED WITH ENGINEERING / TECHNOLOGY / GOVERNMENT CONTRACTING SERVICES INDUSTRY EXPERIENCE! </p><p><br></p><p>Do you enjoy interacting with Operations Leaders, Contracts Managers and Project Management? Want to leverage your finance skills into a more interactive role?? If so, this is the job for you!!</p><p> </p><p>Identify issues and resolve problems in this stimulating Finance Manager position. This role would be best suited for candidates who consider themselves a self-starter. You will keep Senior and Executive Leadership up to date on the status of a variety of projects and contracts. You will have responsibility for overseeing financial reporting and processes for your assigned region, while serving as an financial liaison between the field and accounting. Make an impact by joining a well-managed organization with a collaborative culture!!</p><p> </p><p>Your responsibilities will include:</p><p>- Support the RFP and contracts process</p><p>- Distinguish and evolve process improvements to streamline reporting and improve team efficiency</p><p>- Stimulate accountability and the meeting of deliverables</p><p>- Serve as liaison with the field and corporate departments (finance, contracts, purchasing, legal, etc.)</p><p>- Support the accounting team during the closing process to confirm deadlines are met</p><p>- Construct relevant and timely reports on financial data analytics like actual spend against budgets/outlook, the monthly flash report, and key financial metrics</p><p>- Contribute to ensure a competent, trained staff through development, goal setting, and regular assessment</p><p>- Other ad hoc projects as they arise or are assigned</p><p> </p><p>Come join our growing team!! We offer a generous total compensation package including generous base, bonus potential, and fantastic benefit package, including a flexible work option! </p><p>Apply now directly to tracy.kaszuba@roberthalf to be considered!</p>
  • 2025-11-07T15:44:12Z
Controller
  • Harrisburg, PA
  • onsite
  • Permanent
  • 90000.00 - 115000.00 USD / Yearly
  • <p>We are seeking a hands-on <strong>Controller</strong> to lead all accounting functions for our client based in Harrisburg, PA. This role is responsible for ensuring accurate and timely financial reporting, managing day-to-day accounting operations, overseeing compliance with tax and regulatory requirements, and partnering with leadership on financial planning and decision-making. The Controller will supervise the accounting team and play a key role in optimizing financial processes and systems.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee monthly financial close, prepare financial statements, and reconcile general ledger accounts.</li><li>Supervise and mentor accounting staff.</li><li>Provide financial reporting and variance analysis.</li><li>Ensure timely and accurate filing of tax returns and other business filings.</li><li>Drive process improvements and automation for efficiency.</li><li>Develop and implement sound accounting policies and procedures.</li><li>Support budgeting, forecasting, and cash management activities.</li><li>Serve as primary contact for regulatory agencies and external partners.</li><li>Stay current on financial regulations and industry developments.</li></ul>
  • 2025-11-11T21:48:59Z
Sr. Accountant
  • Sparks, MD
  • onsite
  • Temporary
  • 27.71 - 35.88 USD / Hourly
  • We are looking for an experienced Senior Accountant to join our team on a contract basis in Sparks, Maryland. This position involves supporting year-end financial activities, assisting with budget preparation, and ensuring accurate tracking of grant spending within a non-profit environment. The role requires a detail-oriented individual with strong analytical skills and a solid background in financial reporting and reconciliations.<br><br>Responsibilities:<br>• Manage month-end close processes, ensuring accuracy and compliance with organizational standards.<br>• Prepare and review general ledger entries to maintain a complete and correct financial record.<br>• Perform detailed account and bank reconciliations to ensure alignment with financial statements.<br>• Track and report on grant spending, ensuring alignment with budgetary guidelines.<br>• Assist in the preparation and management of annual budgets, providing insights and recommendations.<br>• Generate comprehensive financial reports, including endowment fund and annual financial reporting.<br>• Support audit processes by preparing necessary documentation and responding to inquiries.<br>• Monitor cash flow and analyze growth percentages to provide actionable insights.<br>• Collaborate with team members to ensure timely completion of financial tasks and projects.
  • 2025-12-09T21:53:52Z
Accounting Manager
  • Nottingham, PA
  • onsite
  • Temporary
  • - USD / Hourly
  • <p><strong>Accounting Manager </strong></p><p> </p><p>Our client in the Chester County, PA area is looking for an Accounting Manager  for a contract role. This role will be responsible for overseeing the month-end close process, managing accounts payable (AP) and accounts receivable (AR), and ensuring the accuracy and timeliness of financial reporting. The ideal candidate has strong corporate accounting experience and familiarity with Dynamics 365 (D365), which we currently use for General Ledger (GL), Fixed Assets (F/A), and Accounts Payable.</p><p><br></p><p><strong>Responsibilities of Accounting Manager </strong></p><ul><li>Lead and manage the month-end and year-end close process.</li><li>Oversee AP and AR functions, ensuring accuracy and efficiency.</li><li>Prepare and review financial reports, reconciliations, and supporting schedules.</li><li>Collaborate with internal teams to support audits and compliance requirements.</li><li>Ensure adherence to corporate accounting policies and procedures.</li><li>Drive process improvements to enhance accuracy, efficiency, and timeliness.</li></ul><p><br></p>
  • 2025-12-01T14:53:42Z
Controller
  • Baltimore, MD
  • onsite
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <p>A growing organization in the construction space is seeking an experienced <strong>Controller</strong> to lead its financial operations and strengthen overall business performance. This role is ideal for someone who enjoys a blend of strategic planning, hands-on accounting work, and cross-department collaboration.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee budgeting, forecasting, and financial planning activities.</li><li>Manage day-to-day accounting functions, including reporting, cash flow oversight, and compliance.</li><li>Support project and operational teams with financial insights that improve performance and profitability.</li><li>Streamline processes, enhance internal controls, and optimize accounting systems.</li><li>Lead and mentor the accounting staff while partnering closely with leadership and external financial partners.</li></ul><p>This opportunity offers a chance to make a meaningful impact, shape financial strategy, and contribute to the continued growth of a well-established company.</p>
  • 2025-11-14T17:18:43Z
Senior Manager IT Audit - ISO 27001
  • Columbia, MD
  • onsite
  • Permanent
  • 140000.00 - 175000.00 USD / Yearly
  • <p>Are you a seasoned professional passionate about information security and compliance? A national leading consulting firm is seeking an <strong>ISO Lead Certified Senior Manager</strong> to take a pivotal role in their Risk Consulting Practice. You’ll lead a team dedicated to providing top-tier advisory and attestation services for ISO 27001 compliance, helping clients streamline their processes, strengthen their security posture, and align with international standards. This role is perfect for someone who thrives in an environment that offers challenging projects, leadership opportunities, and strategic initiatives.</p><p><br></p><p>Your role will bring variety and impact, including:</p><ul><li><strong>Business Development:</strong> Identify new opportunities, create client proposals, and contribute to thought leadership in the ISO space.</li><li><strong>Client Delivery:</strong> Oversee scheduling, client interactions, and the completion of consulting and attestation projects with a focus on quality and professional standards.</li><li><strong>Compliance Excellence:</strong> Ensure workpapers adhere to methodology and standards while juggling multiple client engagements and maintaining precision.</li><li><strong>Risk Awareness:</strong> Stay on top of emerging threats, vulnerabilities, and changes in regulations, providing recommendations for compliance updates.</li><li><strong>Strategic Reporting:</strong> Present system performance and risk analyses to client leadership with actionable improvement plans.</li><li><strong>Leadership & Mentorship:</strong> Guide and support junior team members, helping them grow their skills and confidence.</li><li><strong>Training Initiatives:</strong> Help clients implement information security awareness programs across their organizations.</li></ul><p><strong>Why This Role?</strong></p><p>If you're ready to step into a leadership role where you can showcase your expertise, build client relationships, and lead a team of talented professionals, this position offers tremendous growth potential. You’ll be working in an environment that values collaboration, innovation, and continuous learning while tackling impactful challenges.</p><p><strong>Next Steps:</strong></p><p>Interested in learning more about this exciting opportunity? Take action today! <strong>Reach out to Jim Meade at Robert Half or connect with him on LinkedIn.</strong> We look forward to connecting with you and discussing how you can leverage your skills and experience in this role.</p>
  • 2025-12-05T14:38:54Z
Assistant Controller - Family Office
  • Baltimore, MD
  • onsite
  • Permanent
  • 90000.00 - 125000.00 USD / Yearly
  • <p>A well-established family office in the Greater Baltimore area is seeking a highly motivated and detail-oriented <strong>Assistant Controller</strong> to join its finance team. This role offers a unique opportunity to work in a dynamic, investment-focused environment with exposure to complex partnership structures and private equity investments. The role is targeted up to $125k base + bonus and excellent benefits. <strong>Email Jim Meade at Robert Half right away for consideration and connect with him on LinkedIn.</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation and review of financial statements and reports for various entities within the family office.</li><li>Manage accounting for complex investment partnerships, including private equity, hedge funds, and other alternative investments.</li><li>Collaborate with external tax advisors and auditors to ensure accurate and timely filings.</li><li>Support the Controller in maintaining internal controls and improving financial processes.</li><li>Participate in budgeting, forecasting, and cash flow analysis.</li><li>Provide ad hoc financial analysis and reporting as needed.</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Work in a collegial, low-turnover environment with long-term stability.</li><li>Gain exposure to sophisticated investment strategies and structures.</li><li>Competitive compensation package with discretionary bonus.</li><li>Opportunity to make a meaningful impact in a lean, high-performing team.</li></ul>
  • 2025-11-20T20:23:54Z
Assistant Controller
  • Baltimore, MD
  • onsite
  • Permanent
  • 80000.00 - 95000.00 USD / Yearly
  • <p>Fantastic opportunity for a Senior Accountant looking to take the next step in their career and gain managerial experience! Opportunity to work for a private equity backed firm, mentor under a great CFO, and have room to grow to Controller as the company continue to grow and expand, both organically as well as through acquisition!</p><p><br></p><p>Robert Half has partnered with a long-standing client to hire their next Assistant Controller. These are exciting times at this private-equity backed company demonstrating exponential growth year over year! A successful candidate will play an integral part of the accounting & finance department. We are looking for someone that has a knack for positively motivating others, and helping to make critical decisions. This position is for candidates who can handle the accumulation and consolidation of financial data for internal and external financial statements, evaluate accounting and internal control systems, and lead departmental staff. This opportunity could advance your career, along with providing you with a very competitive and generous compensation and benefits package!</p><p> </p><p>Responsibilities:</p><p>- Direct accounting department activities, including full-cycle accounting operations and the monthly close process</p><p>- Complete month-end and year-end close of income statement and balance sheet, reconcile accounts, and handle G/L analysis</p><p>- Each month, present executive committee and partners with financial reports</p><p>- Manage the production of the annual budget and forecasts and monitor them monthly</p><p>- Work in conjunction with the finance team on revenue recognition processes and accurate reporting</p><p>- Prepare cash-flow reports, projecting cash needs at weekly and monthly intervals, daily cash management</p><p>- Support Finance Department initiatives, such as software and systems implementation and other departmental or firm-wide improvements, with research, planning, and implementation, as required</p><p>- Work closely with executive team and partners to ensure that firm-wide operation is efficient and effective</p><p>- Act on items beyond formal job responsibilities</p><p> </p><p>This is a fantastic opportunity to play an integral part for a rapidly growing private-equity backed company! Apply immediately to be considered!!  </p>
  • 2025-11-12T18:24:10Z
Revenue Cycle Director
  • Carlisle, PA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p>We are looking for a dedicated Revenue Cycle Management Director to lead and manage all aspects of our client's revenue cycle operations. This position plays a critical role in optimizing billing, coding, claims processing, insurance verification, and collections to ensure compliance and maximize reimbursement. The ideal candidate will bring strategic leadership and collaboration skills to support equitable healthcare access and operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the revenue cycle processes for Medicaid, Medicare, managed care, commercial payers, and sliding fee programs.</p><p>• Establish and enforce billing policies that align with regulatory requirements and organizational guidelines.</p><p>• Manage provider and facility credentialing processes to ensure timely enrollment with insurance payers.</p><p>• Monitor and analyze key performance indicators, accounts receivable data, and reimbursement trends to identify and implement performance improvements.</p><p>• Handle payer contracts, denial management, and appeals to ensure accurate and timely resolutions.</p><p>• Collaborate with departments such as operations, finance, and quality to enhance workflows and support population health goals.</p><p>• Ensure accurate medical, dental, behavioral health, and vision coding and claims submissions.</p><p>• Provide strategic direction, foster staff development, and oversee performance management within the revenue cycle team.</p><p>• Lead initiatives to improve compliance and efficiency across the revenue cycle.</p><p>• Drive continuous improvement in revenue cycle operations by leveraging data insights and industry best practices.</p>
  • 2025-11-20T01:13:45Z
Controller
  • Owings Mills, MD
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p>Our client is a wealth management family office seeking an experienced Controller to lead and manage our accounting, financial operations, and related administrative functions. This role offers significant growth opportunities as our organization expands. The ideal candidate is a highly ethical individual who can exercise discretion with confidential information, displays unwavering attention to detail, and possesses strong leadership, communication, and analytical abilities.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain complete and accessible corporate documents; ensure compliance and collaborate with legal counsel on updates.</li><li>Manage all HR functions including payroll, PTO tracking, and benefits administration; foster positive office culture.</li><li>Oversee office leases, insurance, utilities, equipment contracts, and annual operating budgets.</li><li>Implement and maintain robust data privacy and financial control systems; coordinate with IT providers and research new software.</li><li>Supervise cash receipts/disbursements, bank reconciliations, cash flow reports, and investment account reconciliations; resolve accounting issues.</li><li>Reconcile bank statements and collaborate with owners and banking partners on cash management.</li><li>Track investment capital commitments and report quarterly performance; suggest improvements.</li><li>Manage charitable giving, estate planning gifts, and related tax reporting.</li><li>Coordinate annual tax return preparation for individuals, trusts, and entities; compile documentation, review returns, and ensure timely filing.</li><li>Manage tax notices, refunds, and quarterly payment projections across jurisdictions.</li></ul><p><br></p>
  • 2025-11-14T16:03:42Z