Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day to day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff. Primary Duties & Responsibilities Creates security analyses utilizing Bloomberg,

Dealership near Menomonee Falls area looking for an F&I Manager. Responsible for presenting and selling finance, warranty, and insurance products. Accurately submitting all state, federal, and dealer documents in a timely manner. Must have excellent customer service and communication with customers. Prefer candidates who have experience with Maximtrak program. Maintain hig

Take ownership of assigned customer portfolio, reviewing and following up on overdue accounts professionally through email and collection calls to minimize aging. Recommend, negotiate, and follow up on collection action plans for past due accounts . Work with customers and internal departments to resolve any potential disputes or issues with invoices. Provide regular upda

Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to service. Communicates patient liability clearly and accurately while adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care. Explains how non covered and out of networ

Coordinates, compiles and reviews the operating and capital expenditure budgets, both annually and for long range planning to achieve desired goals and objectives. Develops and refines budgeting techniques to provide leadership with optimum financial control and planning tools. Provides consultation to operating departments on financial modeling and forecasting to establi

Plans and prepares financial and statistical analyses for new programs, projects, and services. Plans, prepares, communicates, and monitors financial projections including but not limited to revenue and expense statements, balance sheets, cash flow statements, and key financial indicators. Thoroughly understands their inter relatedness and quickly assesses the impact of c

Prepares financial and statistical analysis for Aurora Health Care and affiliates. Prepares, communicates and monitors financial projections. Participates in the development of detailed cost accounting and productivity standards and utilizes them in financial proformas and budgeting. In addition, the incumbent must perform subsequent variance analysis on these standards.