• Assist in the assembly and analysis of monthly financial performance • Recognize and resolve discrepancies issues in financial data, taking the initiative to ensure reports stay accurate and reliable • Coordinate business performance updates, management results presentations, and standardized reporting • Working with finance leaders to establish analytics, benchmarking, and financial modeling to uncover opportunities for performance improvement • Collaborate across the business to assist in forecasting, tracking KPIs, and supporting forward-looking financial planning • Connect with other finance team members to share ideas, learn, and support each other’s growth

• The EED relies on a network of consultants to assess and audit financial reports from EED grant beneficiaries. • Assignments for consultants on the roster may range from 1 to 5 days per assignment. • The assignments will mainly consist of the revision and assessment of financial reports submitted by beneficiaries as part of EED grants. • Consultants will verify Financial Reports’ correctness and compliance with the approved budget and all EED contractual stipulations.

• Utilizes the Epic Hospital Billing System to review and monitor accounts through the Billing, Denial, & Follow-Up work queues • Work assigned accounts with higher complexity within Hospital Billing, Denial, & Follow Up various work queues while maintaining established productivity requirements • Contacts insurance carriers or other responsible parties to confirm payment dates, question why a claim was denied or questions why a claim was not processed for payment or denial • Performs all Hospital Billing, Follow-Up, and Denial activities necessary to obtain payment/resolution of claims • Review the entire account to ensure claims were billed properly, payments were applied correctly, and all necessary adjustments were made before moving to the next responsible party and/or adjusting balances and removing them from work queue(s) • Gathers all necessary documentation needed to have claims reprocessed/adjudicated • Informs and/or transfers to management of any problem accounts and or denial trends that require escalation within 2 days of identification • Documents all actions taken within the EPIC account notes section and/or follow up/denial activities note sections • Adheres to all Hospital Billing, Follow up, and Denial departmental policies and procedures/training documents • Complete necessary training sessions required for the Hospital Billing system and demonstrate good working knowledge from those sessions to successfully resolve assigned accounts within Follow Up and Denial work queues • Document all inactive periods and make them available upon management's request • Resolves accounts with higher complexity in any Claims Edit work queue and resubmits claims through the Epic Billing System • Works higher level of complexity specific claim edit work queue(s) daily and resubmit claims through the Epic billing system • Works higher level of complexity External claim edits from Clearinghouse and resubmits claims through the Epic billing system • Handles Paper claims processing including proper documentation of accounts with higher level of complexity • Communicates all claims/data problems that cannot be handled to the Supervisor/Manager within one (1) day of identifying the problem • Identifies and researches all incomplete or inaccurate information on claims, demonstrates proper handling and escalation as needed • Handles payer 277 rejections on accounts with higher level of complexity and resubmits claims through Epic Billing system or other means of submission and provides trends to management for payer outreach and/or internal billing system updates to ensure timely filing and reimbursement

Role Description Focus Partners Wealth is looking for an experienced Wealth Planner to work with our clients and help them achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of complex finances such as investments, security planning, estate planning, tax planning, employee benefits planning, and insurance planning. This role is fully remote. - Conduct client interviews to gather financial information - Analyze financial data to identify planning opportunities - Recommend customized financial plans based on client goals - Monitor financial outcomes and ensure plan effectiveness - Record detailed notes from client meetings - Follow up on meeting deliverables and action items - Respond to inquiries from clients and the VP team - Demonstrate outstanding analytical and problem-solving skills - Exhibit a strong desire to work with and help people - Possess excellent communication and interpersonal abilities - Create business development opportunities through effective plan delivery - Maintain a commitment to delivering excellent results Qualifications - Bachelor’s Degree - 5+ years experience delivering financial plans to prospects/clients - CFP or equivalent - Series 65 or equivalent - Experience with understanding tax planning, reading tax returns, and being able to explain tax details to clients - Exceptional organizational and Outlook Calendar Scheduling/Calendar Management skills - Extensive experience with Zoom or Teams - Ability to multi-task complex client situations with ability to follow up in a timely manner - Professional and courteous demeanor - Excellent follow-through and attention to detail - Ability to work both independently and as part of a collaborative team - Excellent verbal and written communication skills - Ability to handle multiple assignments in a fast-paced environment - Demonstrates computer literacy and competency in utilizing software applications - Proficient in using Planning software (e.g., NaviPlan, Emoney, Money Guide Pro) Requirements This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. Company Description Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. - To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. - Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. - Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.