• Understand customer needs and provide wealth and investment-related sales and service • Advise customers on wealth and investment strategies and products • Fulfill sales and service activities for customers • Identify and make referrals to other business groups as needed • Make outbound calls to customers and seek opportunities to enhance customer experience • Stay abreast of consumer needs, industry trends, and best practices • Provide professional quality sales and service for customer inquiries • Achieve sales targets with focus on investment products • Manage transactional outcomes of customer contacts or refer to appropriate groups • Escalate complex or unresolved situations to senior managers

Role Description Valsoft is looking for a highly analytical, business-oriented Strategic Finance Manager to help leadership better understand, operate, and scale one of their software businesses. This role sits at the intersection of: - Finance - Operations - Strategy You will work directly with leadership to improve visibility into business performance, identify opportunities and risks, and support strategic decision-making. This is not a traditional accounting role. We are looking for someone who wants to deeply understand how a software business operates and help drive smarter, faster decisions across the organization. What You’ll Do - Financial Planning & Analysis - Build and maintain forecasting models across revenue, margin, and cash flow - Analyze business performance and identify key trends, risks, and opportunities - Support budgeting and long-range planning - Business Performance & Decision Support - Develop operational and financial dashboards - Partner with leaders to understand drivers behind: - revenue - margin - churn - implementation performance - customer profitability - Conduct scenario analysis and investment modeling - Strategic Projects - Support pricing, resource allocation, and cost optimization initiatives - Help evaluate AI and automation opportunities from a financial ROI perspective - Assist with acquisition analysis and integration planning where needed - Reporting & Communication - Prepare concise executive-level analyses and recommendations - Translate financial insights into operational actions - Improve visibility and accountability across teams Qualifications - 3–7 years experience in: - FP&A - Strategic finance - Consulting - Accounting/financial background - Strong financial modeling and analytical skills - Excellent Excel capability - Strong business intuition and curiosity - Comfortable operating in ambiguity and fast-moving environments - Strong communication skills and ability to influence non-financial stakeholders - Bias toward action and problem solving Nice to Have - SaaS or recurring revenue business experience - Experience with BI tools (Power BI, Tableau, Looker) - SQL or lightweight data skills - AI-native workflow/tool familiarity - Exposure to M&A or operational transformation What Success Looks Like - Leadership has significantly better visibility into business performance - Faster and higher-quality decision making - Earlier identification of operational issues and risks - Improved forecasting accuracy - Clearer linkage between operational metrics and financial outcomes Why Join Our businesses are entering a major transformation phase as we evolve into more AI-native, automation-driven organizations. This role offers the opportunity to work directly with senior leadership and help shape how the business operates during a critical period of growth and change. We are looking for someone who wants to think like a business owner, not just a finance professional.

Role Description Acts in a pivotal role in guiding patients through the complexities of healthcare costs, insurance coverage, Medicaid and financial assistance programs. Acts as a subject matter expert by providing specialized support in completing, submitting, and securing approvals for Medicaid and financial assistance applications. Serves as a primary resource for patient inquiries ensuring clarity and accessibility in financial options. Collaborates with RevCycle teams, offering expert cross-coverage and support to enhance the overall patient financial experience. Supports day to day operations, assisting with workflows, metrics and training. Qualifications - High School Education/GED or equivalent: Required - Associate’s/Technical Degree in healthcare administration, business administration, finance or accounting or equivalent combination of education/related experience: Preferred - Three years' experience in medical office, financial services, medical billing, or healthcare financial assistance: Required Requirements - Educates patients on healthcare costs, insurance coverage, and available Medicaid and financial assistance programs to ensure they understand their financial responsibilities and options. - Assists patients in completing, submitting, and tracking financial assistance applications, ensuring accuracy and compliance with regulatory requirements. Determines approval decisions on Medicaid and financial assistance applications and applies necessary adjustment(s) to patient balances. - Maintains accurate financial records, ensures compliance with healthcare regulations, and upholds patient confidentiality in accordance with HIPAA and other policies. - Serves as the primary resource for patients, associates, and peers with questions regarding workflows, Medicaid, and financial assistance. - Provides customer service support. Meets with patients both in person and virtually to review their Medicaid or financial assistance questions and to assist with completion of applications. - Is a knowledge expert on Benefit Navigator workflows and processes. Will train and perform quality assurance. Understands and reviews metrics. - Performs other job-related duties as assigned. Organizational Requirements - Adventist Health is committed to the safety and wellbeing of our associates and patients. Therefore, we require that all associates receive all required vaccinations as a condition of employment and annually thereafter, where applicable. Medical and religious exemptions may apply. - Adventist Health participates in E-Verify. Visit https://adventisthealth.org/careers/everify/ for more information about E-Verify. By choosing to apply, you acknowledge that you have accessed and read the E-Verify Participation and Right to Work notices and understand the contents therein. Company Description Adventist Health is a faith-based, nonprofit, integrated health system serving more than 100 communities on the West Coast and Hawaii with over 440 sites of care, including 27 acute care facilities. Founded on Adventist heritage and values, Adventist Health provides care in hospitals, clinics, home care, and hospice agencies in both rural and urban communities. Our compassionate and talented team of more than 38,000 includes employees, physicians, Medical Staff, and volunteers driven in pursuit of one mission: living God's love by inspiring health, wholeness and hope.

Role Description As an Financial Analyst at Gainwell, you can contribute your skills as we harness the power of technology to help our clients improve the health and well-being of the members they serve — a community’s most vulnerable. Connect your passion with purpose, teaming with people who thrive on finding innovative solutions to some of healthcare’s biggest challenges. This role is strictly involved in the development of the product and does not involve access to Protected Health Information (PHI) & Personally Identifiable Information (PII) or any secured/confidential client data. The work is limited to application development and does not include handling or processing of sensitive health information. - Manage the annual budget and monthly forecast process and interpret, summarize, and upload this information to financial systems. - Prepare relevant presentations of this information to support business decisions and communicate with management, finance leadership, and the corporate office. - Perform complex financial analyses including budgeting, trend analysis, forecasting, and financial modeling. - Develop and implement cost distribution methods and review journal entries to meet business needs. - Monitor division and department adherence to approved budget to ensure compliance. - Coordinate, compile and present variance analysis along with conclusions to management monthly. - Make recommendations for financial planning as appropriate to meet business needs. - Analyze budget, monthly forecast and other financial information and prepare presentations with recommendations to senior management and corporate office regarding financial issues. - Make recommendations for process or procedural changes, including training documentation and presentation to other organizations. - Ensure processes and procedures are documented and reviewed/updated on a regular basis. - Provide guidance on process improvements and recommend changes in alignment with business tactics and strategy for area of responsibility. Qualifications - Bachelor's degree in business administration, finance, accounting or related field preferred. - Five or more years of relevant experience in finance or accounting. - Experience working with accounting principles and accounting software and databases. - Experience working with financial analysis. - Must have extensive experience with MS Excel, SAP or various accounting tools. - Experience with Anaplan and/or Power BI is an asset. - Effective communication skills. - Good personal computer and business solutions software skills. - Good presentation skills. - Strong organization and time management skills. - Strong analytical and problem-solving skills. - Ability to work independently and as part of a team. Requirements - Fast-paced, challenging and rewarding work environment. - Work life balance. - Remote environment. - Will require late evening work to partially overlap US work hours.