Finance Officer responsible for financial analyses, reports, and general ledger accounting at Mount Carmel Clinic. Collaborating with the finance team to manage financial resources effectively.
About the role
- Practice Finance Specialist assisting doctors in achieving financial goals with smart financial solutions. Involves business development, credit analysis, and loan proposal presentations.
Responsibilities
- Use the consultative sales process to build a thorough customer profile and identify short- and long-term financial needs
- Effectively manage a book of business of Provide customers
- Maintain an in-depth knowledge of products/services and recommend appropriate solutions using our value proposition
- Articulate the advantages of obtaining financing through a technology-enabled, industry-specific lender to doctors and referral sources
- Prospect to business customers and set appointments for periodic financial reviews, including outbound calls to your book of business
- Establish close working relationships with One Bank partners to refer customers when appropriate and provide timely and holistic financial solutions
- Analyze global cash flow, collateral structure, and all other aspects of an application to determine whether it warrants submission to our Underwriting team
- Develop a deep understanding of the organization’s credit policy
- Craft clear and concise deal write-ups to streamline credit submissions
- Complete administrative responsibilities in a timely manner
- Assist the Outside Sales team as needed with loan proposal presentations
Requirements
- Minimum of two years of sales experience, preferably in practice finance
- Proven ability to build new and existing client business and provide a positive client experience
- Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles
- Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions
- Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks
- Demonstrated strong verbal and written communication skills
- Demonstrated alignment with the organization’s vision and core values, through personal actions and leadership influence, to promote high-performing work groups
- Proven ability to work in a team-based sales environment
- Proficiency in all Microsoft Office and Google Apps software
Benefits
- health insurance
- 401(k) matching
- flexible work hours
- paid time off
- incentive compensation plan
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