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sr director decision support
Northwestern Mutual
Senior Director, Field Learning & Consulting (Advisor Enablement & Performance)
Northwestern Mutual Milwaukee, Wisconsin
About the Job: The Sr Director, National Training Program (NTP) Consulting leads the Network Office Relationship Management (NORMs) team to design, develop, implement, and measure field programs and projects/sessions directed by our company's distribution strategy. This role provides strategic leadership for the NORMs team focused on deepening field leader engagement and driving advancement of local and enterprise NTP success measures. The role requires partnering closely with Performance team on New Advisor Success strategy, having strong field consulting skills, ability to influence field leaders, and strategic thinking to define future vision of NTP consulting. What you'll do: Drive execution: Lead NTP workstreams from strategy through execution; ensuring accountability by translating strategic objectives into clear milestones and measure progress against milestones. Unblock dependencies and resolve issues quickly. Scale Value Delivery: Establish execution rigor through monitoring key program OKRs and KPIs and sequencing work to deliver the most value to NM quickly. Shape the strategic narrative: Develop and deliver executive-level communications, progress reports, and strategic recommendations to senior leadership, translating complexity into clarity. Problem Solver: Identify and eliminate systemic barriers, process bottlenecks, and organization friction that impede attainment of shared success measures Credibility: Build credibility and influence across field leaders and field function partners to operate as a trusted advisor and deliver results through influence Define clear ownership: Orchestrate decision forums and meeting cadences that enable, high quality decisions and clear ownership. What you'll bring: 10+ years of financial, insurance product and/or operations experience with proven success providing strategic leadership for initiatives or projects. Strong understanding of Northwestern Mutual's products, distribution system, field operations and support needs. Demonstrated strategic leadership and agility, including ability to see ahead clearly; anticipate future consequences and trends accurately, with broad knowledge and perspective. Strong interest in people development and management, with experience building, leading and driving strong engagement of high-performing teams. Experience managing people leaders strongly desired. Proven track record of integrating innovative thinking and continuous improvement to drive measurable business outcomes. Demonstrated ability to build collaborative relationships across various functions and levels necessary to achieve outcomes and ensure strategic alignment. Highly effective communication skills to build consensus, sell ideas and influence change; leading and collaborating with home office and field clients, group presentation and facilitation, and recommending strategy/approach to business unit leadership team. Proven experience in creating and delivering compelling messaging, packaging, and communication of field presentations/programs. Demonstrated ability to turn concept into a field deliverable. Proven experience leading all phases of project or program development including ongoing administration and consultative support. Experience must demonstrate comfort in dealing with ambiguity and ability to change direction on the fly. Must be able to influence change at times without management authority by influencing others to meet deadlines and quality expectations. Compensation Range: Pay Range - Start: $160,000.00 Pay Range - End: $240,000.00 Geographic Specific Pay Structure: Structure 110: $176,000.00 USD - $264,000.00 USD Structure 115: $184,000.00 USD - $276,000.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Marketing & Biz Dev,
04/24/2026
Full time
About the Job: The Sr Director, National Training Program (NTP) Consulting leads the Network Office Relationship Management (NORMs) team to design, develop, implement, and measure field programs and projects/sessions directed by our company's distribution strategy. This role provides strategic leadership for the NORMs team focused on deepening field leader engagement and driving advancement of local and enterprise NTP success measures. The role requires partnering closely with Performance team on New Advisor Success strategy, having strong field consulting skills, ability to influence field leaders, and strategic thinking to define future vision of NTP consulting. What you'll do: Drive execution: Lead NTP workstreams from strategy through execution; ensuring accountability by translating strategic objectives into clear milestones and measure progress against milestones. Unblock dependencies and resolve issues quickly. Scale Value Delivery: Establish execution rigor through monitoring key program OKRs and KPIs and sequencing work to deliver the most value to NM quickly. Shape the strategic narrative: Develop and deliver executive-level communications, progress reports, and strategic recommendations to senior leadership, translating complexity into clarity. Problem Solver: Identify and eliminate systemic barriers, process bottlenecks, and organization friction that impede attainment of shared success measures Credibility: Build credibility and influence across field leaders and field function partners to operate as a trusted advisor and deliver results through influence Define clear ownership: Orchestrate decision forums and meeting cadences that enable, high quality decisions and clear ownership. What you'll bring: 10+ years of financial, insurance product and/or operations experience with proven success providing strategic leadership for initiatives or projects. Strong understanding of Northwestern Mutual's products, distribution system, field operations and support needs. Demonstrated strategic leadership and agility, including ability to see ahead clearly; anticipate future consequences and trends accurately, with broad knowledge and perspective. Strong interest in people development and management, with experience building, leading and driving strong engagement of high-performing teams. Experience managing people leaders strongly desired. Proven track record of integrating innovative thinking and continuous improvement to drive measurable business outcomes. Demonstrated ability to build collaborative relationships across various functions and levels necessary to achieve outcomes and ensure strategic alignment. Highly effective communication skills to build consensus, sell ideas and influence change; leading and collaborating with home office and field clients, group presentation and facilitation, and recommending strategy/approach to business unit leadership team. Proven experience in creating and delivering compelling messaging, packaging, and communication of field presentations/programs. Demonstrated ability to turn concept into a field deliverable. Proven experience leading all phases of project or program development including ongoing administration and consultative support. Experience must demonstrate comfort in dealing with ambiguity and ability to change direction on the fly. Must be able to influence change at times without management authority by influencing others to meet deadlines and quality expectations. Compensation Range: Pay Range - Start: $160,000.00 Pay Range - End: $240,000.00 Geographic Specific Pay Structure: Structure 110: $176,000.00 USD - $264,000.00 USD Structure 115: $184,000.00 USD - $276,000.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Marketing & Biz Dev,
Senior Director, FP&A Operations
McKesson Alpharetta, Georgia
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring the CoveryMyMeds Operations organization and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support a variety of high-growth products. In addition, this leader will be responsible for segment-wide Opex analytics and reporting. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working with high-performing, creative entrepreneurs in a high-growth environment and an individual committed to developing and growing their team members. What You'll Do: CoverMyMeds is looking for a Senior Director for its Operations FP&A team. The role will work closely with the CMM Chief Operating Officer, their leaders, and other finance teams to deliver insightful and actionable reporting. The ideal candidate will have experience building, managing, and communicating results from complex financial models, the ability to effectively collaborate with partners across the organization, influence leadership and drive process improvements and operational excellence aligned with business strategy. The position will: Lead a matrix organization to ensure the financial health of CoverMyMeds' Operations organization and CMM functional SG&A teams Responsible for developing and executing against annual budget, monthly forecasts and long-range plan Elevate insights and analysis through continued development of analytics capabilities and market awareness; Ensure accurate and timely completion of management reports Consolidate financials for all expenses across CMM and closely partner with McKesson Technology for segment expenses Ensure leadership across the segment has the tools and support needed to understand financial performance of cost structure, variances to budget/forecast and implications of performance to past performance and future projections, and dditionally, support senior leaders with ad hoc requests, business case development, and key metrics Deliver executive level presentations and written commentary to share findings including strategy recommendations Support the M&A process where applicable as well as providing insight into other investment decisions such as R&D and capital projects Ensure the finance organization and its systems optimize resources, while continuing to evolve and transform the finance team to deliver best in class financial support to business partners Work with FP&A teams to automate manual consolidated reports and standardize forecasting and reporting processes Work closely with the Segment FP&A and accounting teams to meet monthly, quarterly & annual finance reporting and compliance requirements Serve as a mentor to direct reports in the Finance team, including coaching, developing, and holding the team accountable for results. Fostering an environment that encourages teamwork and communication Navigate and build relationships with key stakeholders. Be a team player and a positive influence on others. About You: The ideal candidate is self-motivated and has strong analytical skills, finance, and accounting expertise. Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment. Bachelor's degree in Finance or Accounting required. Advanced degree a plus 13 + years' experience in Financial Planning Analysis roles 6+ years in leadership role Strong preference for experience within a healthcare organization Business Intelligence tool experience preferred, but not required Advanced Excel, Power Point ERP and Planning tool experience (SAC, NetSuite, and SAP a plus) Experience with high growth and/or technology companies preferred Experience in healthcare industry plus. Competencies: Build Relationships: Establish and maintain positive working relationships with others, internally and externally Communicate Effectively: Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques Influence Appropriately: Leverage communication and influencing skills to work with leaders across multiple functions to make strong business decisions. Confident Be Analytical: Use analytic and critical thinking in support of structured and unstructured business initiatives. Ability to identify and interpret key business drivers Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters. Deliver high quality work product and measurable impact Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance organizational effectiveness Lead: Positively influence others to achieve results that are in the best interest of the organization. Comfortable in a fast-paced environment, managing tight deadlines and effectively delegating to team members Coach: Ability to attract, coach, and grow top talent resulting in expanded skillsets, business impact, and careers with goal of continually enhancing team effectiveness Adaptable: Extremely flexible able to shift priorities easily and balance multiple complex projects simultaneously. Comfortable working in a geographically diverse company and in a matrix reporting environment Make Decisions: Assess situations to determine the importance, urgency, and risks, and make clear decisions which are timely and in the best interests of the organization Plan: Set priorities. Determine strategies to move the organization forward, set goals, create, and implement actions plans, and evaluate the process and results. Organize Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the behavior of others is consistent with these standards and aligns with the values of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $153,400 - $255,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/24/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring the CoveryMyMeds Operations organization and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support a variety of high-growth products. In addition, this leader will be responsible for segment-wide Opex analytics and reporting. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working with high-performing, creative entrepreneurs in a high-growth environment and an individual committed to developing and growing their team members. What You'll Do: CoverMyMeds is looking for a Senior Director for its Operations FP&A team. The role will work closely with the CMM Chief Operating Officer, their leaders, and other finance teams to deliver insightful and actionable reporting. The ideal candidate will have experience building, managing, and communicating results from complex financial models, the ability to effectively collaborate with partners across the organization, influence leadership and drive process improvements and operational excellence aligned with business strategy. The position will: Lead a matrix organization to ensure the financial health of CoverMyMeds' Operations organization and CMM functional SG&A teams Responsible for developing and executing against annual budget, monthly forecasts and long-range plan Elevate insights and analysis through continued development of analytics capabilities and market awareness; Ensure accurate and timely completion of management reports Consolidate financials for all expenses across CMM and closely partner with McKesson Technology for segment expenses Ensure leadership across the segment has the tools and support needed to understand financial performance of cost structure, variances to budget/forecast and implications of performance to past performance and future projections, and dditionally, support senior leaders with ad hoc requests, business case development, and key metrics Deliver executive level presentations and written commentary to share findings including strategy recommendations Support the M&A process where applicable as well as providing insight into other investment decisions such as R&D and capital projects Ensure the finance organization and its systems optimize resources, while continuing to evolve and transform the finance team to deliver best in class financial support to business partners Work with FP&A teams to automate manual consolidated reports and standardize forecasting and reporting processes Work closely with the Segment FP&A and accounting teams to meet monthly, quarterly & annual finance reporting and compliance requirements Serve as a mentor to direct reports in the Finance team, including coaching, developing, and holding the team accountable for results. Fostering an environment that encourages teamwork and communication Navigate and build relationships with key stakeholders. Be a team player and a positive influence on others. About You: The ideal candidate is self-motivated and has strong analytical skills, finance, and accounting expertise. Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment. Bachelor's degree in Finance or Accounting required. Advanced degree a plus 13 + years' experience in Financial Planning Analysis roles 6+ years in leadership role Strong preference for experience within a healthcare organization Business Intelligence tool experience preferred, but not required Advanced Excel, Power Point ERP and Planning tool experience (SAC, NetSuite, and SAP a plus) Experience with high growth and/or technology companies preferred Experience in healthcare industry plus. Competencies: Build Relationships: Establish and maintain positive working relationships with others, internally and externally Communicate Effectively: Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques Influence Appropriately: Leverage communication and influencing skills to work with leaders across multiple functions to make strong business decisions. Confident Be Analytical: Use analytic and critical thinking in support of structured and unstructured business initiatives. Ability to identify and interpret key business drivers Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters. Deliver high quality work product and measurable impact Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance organizational effectiveness Lead: Positively influence others to achieve results that are in the best interest of the organization. Comfortable in a fast-paced environment, managing tight deadlines and effectively delegating to team members Coach: Ability to attract, coach, and grow top talent resulting in expanded skillsets, business impact, and careers with goal of continually enhancing team effectiveness Adaptable: Extremely flexible able to shift priorities easily and balance multiple complex projects simultaneously. Comfortable working in a geographically diverse company and in a matrix reporting environment Make Decisions: Assess situations to determine the importance, urgency, and risks, and make clear decisions which are timely and in the best interests of the organization Plan: Set priorities. Determine strategies to move the organization forward, set goals, create, and implement actions plans, and evaluate the process and results. Organize Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the behavior of others is consistent with these standards and aligns with the values of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $153,400 - $255,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Senior Director, FP&A Operations
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring the CoveryMyMeds Operations organization and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support a variety of high-growth products. In addition, this leader will be responsible for segment-wide Opex analytics and reporting. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working with high-performing, creative entrepreneurs in a high-growth environment and an individual committed to developing and growing their team members. What You'll Do: CoverMyMeds is looking for a Senior Director for its Operations FP&A team. The role will work closely with the CMM Chief Operating Officer, their leaders, and other finance teams to deliver insightful and actionable reporting. The ideal candidate will have experience building, managing, and communicating results from complex financial models, the ability to effectively collaborate with partners across the organization, influence leadership and drive process improvements and operational excellence aligned with business strategy. The position will: Lead a matrix organization to ensure the financial health of CoverMyMeds' Operations organization and CMM functional SG&A teams Responsible for developing and executing against annual budget, monthly forecasts and long-range plan Elevate insights and analysis through continued development of analytics capabilities and market awareness; Ensure accurate and timely completion of management reports Consolidate financials for all expenses across CMM and closely partner with McKesson Technology for segment expenses Ensure leadership across the segment has the tools and support needed to understand financial performance of cost structure, variances to budget/forecast and implications of performance to past performance and future projections, and dditionally, support senior leaders with ad hoc requests, business case development, and key metrics Deliver executive level presentations and written commentary to share findings including strategy recommendations Support the M&A process where applicable as well as providing insight into other investment decisions such as R&D and capital projects Ensure the finance organization and its systems optimize resources, while continuing to evolve and transform the finance team to deliver best in class financial support to business partners Work with FP&A teams to automate manual consolidated reports and standardize forecasting and reporting processes Work closely with the Segment FP&A and accounting teams to meet monthly, quarterly & annual finance reporting and compliance requirements Serve as a mentor to direct reports in the Finance team, including coaching, developing, and holding the team accountable for results. Fostering an environment that encourages teamwork and communication Navigate and build relationships with key stakeholders. Be a team player and a positive influence on others. About You: The ideal candidate is self-motivated and has strong analytical skills, finance, and accounting expertise. Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment. Bachelor's degree in Finance or Accounting required. Advanced degree a plus 13 + years' experience in Financial Planning Analysis roles 6+ years in leadership role Strong preference for experience within a healthcare organization Business Intelligence tool experience preferred, but not required Advanced Excel, Power Point ERP and Planning tool experience (SAC, NetSuite, and SAP a plus) Experience with high growth and/or technology companies preferred Experience in healthcare industry plus. Competencies: Build Relationships: Establish and maintain positive working relationships with others, internally and externally Communicate Effectively: Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques Influence Appropriately: Leverage communication and influencing skills to work with leaders across multiple functions to make strong business decisions. Confident Be Analytical: Use analytic and critical thinking in support of structured and unstructured business initiatives. Ability to identify and interpret key business drivers Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters. Deliver high quality work product and measurable impact Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance organizational effectiveness Lead: Positively influence others to achieve results that are in the best interest of the organization. Comfortable in a fast-paced environment, managing tight deadlines and effectively delegating to team members Coach: Ability to attract, coach, and grow top talent resulting in expanded skillsets, business impact, and careers with goal of continually enhancing team effectiveness Adaptable: Extremely flexible able to shift priorities easily and balance multiple complex projects simultaneously. Comfortable working in a geographically diverse company and in a matrix reporting environment Make Decisions: Assess situations to determine the importance, urgency, and risks, and make clear decisions which are timely and in the best interests of the organization Plan: Set priorities. Determine strategies to move the organization forward, set goals, create, and implement actions plans, and evaluate the process and results. Organize Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the behavior of others is consistent with these standards and aligns with the values of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $153,400 - $255,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/24/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring the CoveryMyMeds Operations organization and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support a variety of high-growth products. In addition, this leader will be responsible for segment-wide Opex analytics and reporting. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working with high-performing, creative entrepreneurs in a high-growth environment and an individual committed to developing and growing their team members. What You'll Do: CoverMyMeds is looking for a Senior Director for its Operations FP&A team. The role will work closely with the CMM Chief Operating Officer, their leaders, and other finance teams to deliver insightful and actionable reporting. The ideal candidate will have experience building, managing, and communicating results from complex financial models, the ability to effectively collaborate with partners across the organization, influence leadership and drive process improvements and operational excellence aligned with business strategy. The position will: Lead a matrix organization to ensure the financial health of CoverMyMeds' Operations organization and CMM functional SG&A teams Responsible for developing and executing against annual budget, monthly forecasts and long-range plan Elevate insights and analysis through continued development of analytics capabilities and market awareness; Ensure accurate and timely completion of management reports Consolidate financials for all expenses across CMM and closely partner with McKesson Technology for segment expenses Ensure leadership across the segment has the tools and support needed to understand financial performance of cost structure, variances to budget/forecast and implications of performance to past performance and future projections, and dditionally, support senior leaders with ad hoc requests, business case development, and key metrics Deliver executive level presentations and written commentary to share findings including strategy recommendations Support the M&A process where applicable as well as providing insight into other investment decisions such as R&D and capital projects Ensure the finance organization and its systems optimize resources, while continuing to evolve and transform the finance team to deliver best in class financial support to business partners Work with FP&A teams to automate manual consolidated reports and standardize forecasting and reporting processes Work closely with the Segment FP&A and accounting teams to meet monthly, quarterly & annual finance reporting and compliance requirements Serve as a mentor to direct reports in the Finance team, including coaching, developing, and holding the team accountable for results. Fostering an environment that encourages teamwork and communication Navigate and build relationships with key stakeholders. Be a team player and a positive influence on others. About You: The ideal candidate is self-motivated and has strong analytical skills, finance, and accounting expertise. Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment. Bachelor's degree in Finance or Accounting required. Advanced degree a plus 13 + years' experience in Financial Planning Analysis roles 6+ years in leadership role Strong preference for experience within a healthcare organization Business Intelligence tool experience preferred, but not required Advanced Excel, Power Point ERP and Planning tool experience (SAC, NetSuite, and SAP a plus) Experience with high growth and/or technology companies preferred Experience in healthcare industry plus. Competencies: Build Relationships: Establish and maintain positive working relationships with others, internally and externally Communicate Effectively: Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques Influence Appropriately: Leverage communication and influencing skills to work with leaders across multiple functions to make strong business decisions. Confident Be Analytical: Use analytic and critical thinking in support of structured and unstructured business initiatives. Ability to identify and interpret key business drivers Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters. Deliver high quality work product and measurable impact Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance organizational effectiveness Lead: Positively influence others to achieve results that are in the best interest of the organization. Comfortable in a fast-paced environment, managing tight deadlines and effectively delegating to team members Coach: Ability to attract, coach, and grow top talent resulting in expanded skillsets, business impact, and careers with goal of continually enhancing team effectiveness Adaptable: Extremely flexible able to shift priorities easily and balance multiple complex projects simultaneously. Comfortable working in a geographically diverse company and in a matrix reporting environment Make Decisions: Assess situations to determine the importance, urgency, and risks, and make clear decisions which are timely and in the best interests of the organization Plan: Set priorities. Determine strategies to move the organization forward, set goals, create, and implement actions plans, and evaluate the process and results. Organize Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the behavior of others is consistent with these standards and aligns with the values of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $153,400 - $255,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Senior Director, FP&A Operations
McKesson Columbus, Ohio
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring the CoveryMyMeds Operations organization and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support a variety of high-growth products. In addition, this leader will be responsible for segment-wide Opex analytics and reporting. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working with high-performing, creative entrepreneurs in a high-growth environment and an individual committed to developing and growing their team members. What You'll Do: CoverMyMeds is looking for a Senior Director for its Operations FP&A team. The role will work closely with the CMM Chief Operating Officer, their leaders, and other finance teams to deliver insightful and actionable reporting. The ideal candidate will have experience building, managing, and communicating results from complex financial models, the ability to effectively collaborate with partners across the organization, influence leadership and drive process improvements and operational excellence aligned with business strategy. The position will: Lead a matrix organization to ensure the financial health of CoverMyMeds' Operations organization and CMM functional SG&A teams Responsible for developing and executing against annual budget, monthly forecasts and long-range plan Elevate insights and analysis through continued development of analytics capabilities and market awareness; Ensure accurate and timely completion of management reports Consolidate financials for all expenses across CMM and closely partner with McKesson Technology for segment expenses Ensure leadership across the segment has the tools and support needed to understand financial performance of cost structure, variances to budget/forecast and implications of performance to past performance and future projections, and dditionally, support senior leaders with ad hoc requests, business case development, and key metrics Deliver executive level presentations and written commentary to share findings including strategy recommendations Support the M&A process where applicable as well as providing insight into other investment decisions such as R&D and capital projects Ensure the finance organization and its systems optimize resources, while continuing to evolve and transform the finance team to deliver best in class financial support to business partners Work with FP&A teams to automate manual consolidated reports and standardize forecasting and reporting processes Work closely with the Segment FP&A and accounting teams to meet monthly, quarterly & annual finance reporting and compliance requirements Serve as a mentor to direct reports in the Finance team, including coaching, developing, and holding the team accountable for results. Fostering an environment that encourages teamwork and communication Navigate and build relationships with key stakeholders. Be a team player and a positive influence on others. About You: The ideal candidate is self-motivated and has strong analytical skills, finance, and accounting expertise. Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment. Bachelor's degree in Finance or Accounting required. Advanced degree a plus 13 + years' experience in Financial Planning Analysis roles 6+ years in leadership role Strong preference for experience within a healthcare organization Business Intelligence tool experience preferred, but not required Advanced Excel, Power Point ERP and Planning tool experience (SAC, NetSuite, and SAP a plus) Experience with high growth and/or technology companies preferred Experience in healthcare industry plus. Competencies: Build Relationships: Establish and maintain positive working relationships with others, internally and externally Communicate Effectively: Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques Influence Appropriately: Leverage communication and influencing skills to work with leaders across multiple functions to make strong business decisions. Confident Be Analytical: Use analytic and critical thinking in support of structured and unstructured business initiatives. Ability to identify and interpret key business drivers Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters. Deliver high quality work product and measurable impact Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance organizational effectiveness Lead: Positively influence others to achieve results that are in the best interest of the organization. Comfortable in a fast-paced environment, managing tight deadlines and effectively delegating to team members Coach: Ability to attract, coach, and grow top talent resulting in expanded skillsets, business impact, and careers with goal of continually enhancing team effectiveness Adaptable: Extremely flexible able to shift priorities easily and balance multiple complex projects simultaneously. Comfortable working in a geographically diverse company and in a matrix reporting environment Make Decisions: Assess situations to determine the importance, urgency, and risks, and make clear decisions which are timely and in the best interests of the organization Plan: Set priorities. Determine strategies to move the organization forward, set goals, create, and implement actions plans, and evaluate the process and results. Organize Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the behavior of others is consistent with these standards and aligns with the values of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $153,400 - $255,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/24/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring the CoveryMyMeds Operations organization and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support a variety of high-growth products. In addition, this leader will be responsible for segment-wide Opex analytics and reporting. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working with high-performing, creative entrepreneurs in a high-growth environment and an individual committed to developing and growing their team members. What You'll Do: CoverMyMeds is looking for a Senior Director for its Operations FP&A team. The role will work closely with the CMM Chief Operating Officer, their leaders, and other finance teams to deliver insightful and actionable reporting. The ideal candidate will have experience building, managing, and communicating results from complex financial models, the ability to effectively collaborate with partners across the organization, influence leadership and drive process improvements and operational excellence aligned with business strategy. The position will: Lead a matrix organization to ensure the financial health of CoverMyMeds' Operations organization and CMM functional SG&A teams Responsible for developing and executing against annual budget, monthly forecasts and long-range plan Elevate insights and analysis through continued development of analytics capabilities and market awareness; Ensure accurate and timely completion of management reports Consolidate financials for all expenses across CMM and closely partner with McKesson Technology for segment expenses Ensure leadership across the segment has the tools and support needed to understand financial performance of cost structure, variances to budget/forecast and implications of performance to past performance and future projections, and dditionally, support senior leaders with ad hoc requests, business case development, and key metrics Deliver executive level presentations and written commentary to share findings including strategy recommendations Support the M&A process where applicable as well as providing insight into other investment decisions such as R&D and capital projects Ensure the finance organization and its systems optimize resources, while continuing to evolve and transform the finance team to deliver best in class financial support to business partners Work with FP&A teams to automate manual consolidated reports and standardize forecasting and reporting processes Work closely with the Segment FP&A and accounting teams to meet monthly, quarterly & annual finance reporting and compliance requirements Serve as a mentor to direct reports in the Finance team, including coaching, developing, and holding the team accountable for results. Fostering an environment that encourages teamwork and communication Navigate and build relationships with key stakeholders. Be a team player and a positive influence on others. About You: The ideal candidate is self-motivated and has strong analytical skills, finance, and accounting expertise. Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment. Bachelor's degree in Finance or Accounting required. Advanced degree a plus 13 + years' experience in Financial Planning Analysis roles 6+ years in leadership role Strong preference for experience within a healthcare organization Business Intelligence tool experience preferred, but not required Advanced Excel, Power Point ERP and Planning tool experience (SAC, NetSuite, and SAP a plus) Experience with high growth and/or technology companies preferred Experience in healthcare industry plus. Competencies: Build Relationships: Establish and maintain positive working relationships with others, internally and externally Communicate Effectively: Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques Influence Appropriately: Leverage communication and influencing skills to work with leaders across multiple functions to make strong business decisions. Confident Be Analytical: Use analytic and critical thinking in support of structured and unstructured business initiatives. Ability to identify and interpret key business drivers Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters. Deliver high quality work product and measurable impact Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance organizational effectiveness Lead: Positively influence others to achieve results that are in the best interest of the organization. Comfortable in a fast-paced environment, managing tight deadlines and effectively delegating to team members Coach: Ability to attract, coach, and grow top talent resulting in expanded skillsets, business impact, and careers with goal of continually enhancing team effectiveness Adaptable: Extremely flexible able to shift priorities easily and balance multiple complex projects simultaneously. Comfortable working in a geographically diverse company and in a matrix reporting environment Make Decisions: Assess situations to determine the importance, urgency, and risks, and make clear decisions which are timely and in the best interests of the organization Plan: Set priorities. Determine strategies to move the organization forward, set goals, create, and implement actions plans, and evaluate the process and results. Organize Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the behavior of others is consistent with these standards and aligns with the values of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $153,400 - $255,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Orthopedics Physician Assistant
Agile Occupational Medicine Redding, California
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: Monday through Friday, 8:00 AM to 5:00 PM Compensation: Starting compensation range is $145,000.00- $170,000.00 annually. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Benefits Comprehensive benefits package, including medical, dental, vision, life, and disability insurance 401(k) plan with employer match Annual CME stipend with dedicated paid CME time off Employer-paid medical malpractice insurance Paid time off and company-paid holidays Excellent work-life balance - no required nights, weekends, or holidays Collaborative, fast-paced and dynamic work environment Opportunity to make a meaningful impact on patient care and clinic performance Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers compensation), physical examinations (employer services), and commercial (urgent care). We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
04/24/2026
Full time
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: Monday through Friday, 8:00 AM to 5:00 PM Compensation: Starting compensation range is $145,000.00- $170,000.00 annually. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Benefits Comprehensive benefits package, including medical, dental, vision, life, and disability insurance 401(k) plan with employer match Annual CME stipend with dedicated paid CME time off Employer-paid medical malpractice insurance Paid time off and company-paid holidays Excellent work-life balance - no required nights, weekends, or holidays Collaborative, fast-paced and dynamic work environment Opportunity to make a meaningful impact on patient care and clinic performance Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers compensation), physical examinations (employer services), and commercial (urgent care). We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
Urgent Care Physician Assistant
Agile Occupational Medicine Redding, California
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: Monday through Friday, 8:00 AM to 5:00 PM Compensation: Starting compensation range is $145,000.00- $170,000.00 annually. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Benefits Comprehensive benefits package, including medical, dental, vision, life, and disability insurance 401(k) plan with employer match Annual CME stipend with dedicated paid CME time off Employer-paid medical malpractice insurance Paid time off and company-paid holidays Excellent work-life balance - no required nights, weekends, or holidays Collaborative, fast-paced and dynamic work environment Opportunity to make a meaningful impact on patient care and clinic performance Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers compensation), physical examinations (employer services), and commercial (urgent care). We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
04/24/2026
Full time
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: Monday through Friday, 8:00 AM to 5:00 PM Compensation: Starting compensation range is $145,000.00- $170,000.00 annually. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Benefits Comprehensive benefits package, including medical, dental, vision, life, and disability insurance 401(k) plan with employer match Annual CME stipend with dedicated paid CME time off Employer-paid medical malpractice insurance Paid time off and company-paid holidays Excellent work-life balance - no required nights, weekends, or holidays Collaborative, fast-paced and dynamic work environment Opportunity to make a meaningful impact on patient care and clinic performance Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers compensation), physical examinations (employer services), and commercial (urgent care). We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
Occupational Medicine Physician Assistant
Agile Occupational Medicine Redding, California
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: Monday through Friday, 8:00 AM to 5:00 PM Compensation: Starting compensation range is $145,000.00- $170,000.00 annually. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Benefits Comprehensive benefits package, including medical, dental, vision, life, and disability insurance 401(k) plan with employer match Annual CME stipend with dedicated paid CME time off Employer-paid medical malpractice insurance Paid time off and company-paid holidays Excellent work-life balance - no required nights, weekends, or holidays Collaborative, fast-paced and dynamic work environment Opportunity to make a meaningful impact on patient care and clinic performance Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers compensation), physical examinations (employer services), and commercial (urgent care). We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
04/24/2026
Full time
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: Monday through Friday, 8:00 AM to 5:00 PM Compensation: Starting compensation range is $145,000.00- $170,000.00 annually. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Benefits Comprehensive benefits package, including medical, dental, vision, life, and disability insurance 401(k) plan with employer match Annual CME stipend with dedicated paid CME time off Employer-paid medical malpractice insurance Paid time off and company-paid holidays Excellent work-life balance - no required nights, weekends, or holidays Collaborative, fast-paced and dynamic work environment Opportunity to make a meaningful impact on patient care and clinic performance Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers compensation), physical examinations (employer services), and commercial (urgent care). We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
Director of Fundraising Data and Systems
Metropolitan Ministries, Inc. Tampa, Florida
Description: About Us: If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you. Since 1972, Metropolitan Ministries has been providing life-changing solutions for those who are homeless and at risk of becoming homeless in Tampa Bay. We are a grassroots, donor, and volunteer-fueled community nonprofit. At Metropolitan Ministries, we serve families in Hillsborough, Pinellas, Pasco, Polk and Hernando counties with compassion, practical help, and a willingness to make a huge difference. What we offer: Salary: $75,000 - $80,000 Group health, vision, and dental coverage at affordable rates, along with family coverage if you choose to purchase it. Preventative care is 100% covered (free) on all plans. PTO is offered to full-time and part-time employees. 11 days of PTO and 10 paid holidays annually. Option to participate in the 401K plan with employer match. $15,000 in employee Life Insurance paid for by Metropolitan Ministries. Employee Assistance Program Option to participate in supplemental group insurance plans at affordable rates. Tuition reimbursement program Training and career development. Discounted membership at the YMCA. Job Functions: The Director of Fundraising Data & Systems helps build the pipeline of donors to Metropolitan Ministries by maintaining and overseeing the accuracy and integrity of our donor database and supplementary products and solutions. Primary responsibilities include oversight of tracking and reporting of donor information and gifts, ensuring compliance with data policies, procedures, and business rules, and supporting fundraising efforts by providing data-driven insights for donor communications and fundraising. Essential Responsibilities: DATA QUALITY MANAGEMENT Complete donor database management and cleanup tasks within Virtuous CRM+, including managing custom fundraising tables and fields, implementing and maintaining data quality standards, upholding strong focus with database users on data cleanliness responsibilities, actively performing duplicate record management tasks, and establishing /maintaining automations to uphold existing and new business rules. Establish and enforce data entry rules with clear, written policies on formatting and standardizations, develop and maintain training materials and procedure documentation for database usage, perform regular data audits, troubleshoot data issues for accuracy and consistency, run data health reports, and conduct data enrichment tasks to update information. DONOR INITIATIVES, DATA REQUESTS/SEGMENTS, AND REPORTING Collaborate with marketing and fundraising leaders and partners to support donor data segmentation for targeted fundraising campaigns, personalized communications, donor recognition, and event invitations and registration. Provide data support for donor initiatives, such as planned gift/Legacy donor, fundraising events, major donor, and other initiatives, through record research, updates, automations, reporting, and analysis using queries and reporting tools in Virtuous CRM+ donor database (includes updating volunteer, employee, and other tags for cross-engagement donor initiatives tracking); build/complete approved data report/automation requests. Oversee and audit all direct mail data selects for accuracy and adherence to approved business rules and in accordance with the approved annual pro forma schedule provided by the direct mail strategy partner; provide donor analysis and troubleshoot issues; promptly build/communicate data select, codes, business rules, and other updates; create/maintain published procedure documentation for data management, requests, and reporting processes. Identify, build, validate, distribute/automate, and maintain various reports for fundraising, stewardship, and compliance purposes, including gift summaries, donor lists, and performance metrics, along with donor/volunteer engagement analytics on a weekly, monthly, quarterly, and annual basis meeting department and organization needs and deadlines. INSIGHT, TRAINING, DOCUMENTATION, AND USER SUPPORT Identify, share, and present data-driven insights to support fundraising strategies, analyze donor behavior, and identify potential fundraising opportunities and training opportunities to Donor Services, Advancement, Marketing, and other teams relevant to Virtuous CRM+ donor database and database procedures, supplementary products, and general non-profit best practices for data management. Direct users to current documentation and advise of donation processing, data cleanup, business rules, and other data management procedures. Serve as lead technical and training support for donor database and supplemental products, maintain focus on process improvements, innovative solutions, include best practices for advancing AI tech, and growth and stability within overall marketing/fundraising and philanthropy/development teams; support user roles/permissions updates and guidance within donor database for new donation processing, marketing/fundraising, and philanthropy/development staff (IT creates/sets up new user SSO accounts and promptly disables users no longer requiring access). CULTURE AND ETHICS: Demonstrate a passion for the mission, vision, and guiding values of Metropolitan Ministries. Work in a cooperative manner with staff, volunteers/interns, and collaborative partners to achieve data management and organizational goals. Provide full disclosure to prospective/existing donors in all communications to ensure their informed decisions in response to appeals for their support. Adhere to industry, organizational, and donor policies and restrictions such as code of ethics, confidentiality, gift acceptance policies, restricted gifts, government regulations, etc. Clarify, monitor, and implement the donor instructions by ensuring that expenditures are appropriate and documented properly in the organization's financial records when applicable. Meet personal goals, actively contribute to the achievements of the team, support departmental KPIs, and work cross-functionally and collaboratively; support organizational goals as stated in the annual plan. Support the holiday center operation as directed. INDUSTRY KNOWLEDGE: Continually expand personal nonprofit fundraising knowledge by staying abreast of national, state, local trends, and laws for fundraising in general and related to enhancing performance and effectiveness in database administration, data management, fundraising, and non-profit management. Participate in regular Cross-functional team, Direct Report team, and All Staff meetings. Requirements: Education and Experience: Significant experience in data management and tracking in a customer service, marketing, and/or fundraising environment. Desired minimum B.A. or B.S. degree in a related field with 2 years of related experience or a 4-year equivalent combination of education and experience. Attention to detail is required for Essential Responsibilities outlined. Skills Requirements: Excellent written and oral communication skills. Must be able to communicate effectively in English. Ability to plan and organize work and handle job-related matters in a professional manner. Critical thinker and problem-solving and good time management skills are necessary. Must be able to work well under pressure and meet deadlines. Must be able to demonstrate advanced computer skills and problem-solving ability with software. Must be proficient with querying and reporting. Demonstrated proficiency with Virtuous CRM+ database required. Web-based research tools and Microsoft Office products knowledge required, including Excel and Outlook. Must be able to work independently and as a team player. Solutions-focused and customer service mindset is necessary. Requires heart for ministry and comfort working with poor and homeless families and individuals. Requires understanding of poverty, a high degree of maturity, strong inter-personal skills, and the ability to work with low socio-economic and diverse populations facing crisis situations in a professional and diplomatic manner. Knowledge of community resources available to homeless population. Must demonstrate maturity and sensitivity to issues of faith, culture, and other sources of diversity. Ability to work as part of a team within a multi-disciplinary framework. Physical Requirements: Physical, emotional, and spiritual stamina to handle job-related issues and stress. Must be able to operate all components of a computer for several hours at a time. Other: Must pass applicable pre-employment screening and demonstrate legal authorization to work in the United States. Ability to accommodate a flexible work schedule, including evenings and weekends, and particularly, but not limited to holiday months (October-December). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving individuals throughout our local communities. People of color, women, LGBTQIA+, Veterans and persons with disabilities are encouraged to apply click apply for full job details
04/24/2026
Full time
Description: About Us: If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you. Since 1972, Metropolitan Ministries has been providing life-changing solutions for those who are homeless and at risk of becoming homeless in Tampa Bay. We are a grassroots, donor, and volunteer-fueled community nonprofit. At Metropolitan Ministries, we serve families in Hillsborough, Pinellas, Pasco, Polk and Hernando counties with compassion, practical help, and a willingness to make a huge difference. What we offer: Salary: $75,000 - $80,000 Group health, vision, and dental coverage at affordable rates, along with family coverage if you choose to purchase it. Preventative care is 100% covered (free) on all plans. PTO is offered to full-time and part-time employees. 11 days of PTO and 10 paid holidays annually. Option to participate in the 401K plan with employer match. $15,000 in employee Life Insurance paid for by Metropolitan Ministries. Employee Assistance Program Option to participate in supplemental group insurance plans at affordable rates. Tuition reimbursement program Training and career development. Discounted membership at the YMCA. Job Functions: The Director of Fundraising Data & Systems helps build the pipeline of donors to Metropolitan Ministries by maintaining and overseeing the accuracy and integrity of our donor database and supplementary products and solutions. Primary responsibilities include oversight of tracking and reporting of donor information and gifts, ensuring compliance with data policies, procedures, and business rules, and supporting fundraising efforts by providing data-driven insights for donor communications and fundraising. Essential Responsibilities: DATA QUALITY MANAGEMENT Complete donor database management and cleanup tasks within Virtuous CRM+, including managing custom fundraising tables and fields, implementing and maintaining data quality standards, upholding strong focus with database users on data cleanliness responsibilities, actively performing duplicate record management tasks, and establishing /maintaining automations to uphold existing and new business rules. Establish and enforce data entry rules with clear, written policies on formatting and standardizations, develop and maintain training materials and procedure documentation for database usage, perform regular data audits, troubleshoot data issues for accuracy and consistency, run data health reports, and conduct data enrichment tasks to update information. DONOR INITIATIVES, DATA REQUESTS/SEGMENTS, AND REPORTING Collaborate with marketing and fundraising leaders and partners to support donor data segmentation for targeted fundraising campaigns, personalized communications, donor recognition, and event invitations and registration. Provide data support for donor initiatives, such as planned gift/Legacy donor, fundraising events, major donor, and other initiatives, through record research, updates, automations, reporting, and analysis using queries and reporting tools in Virtuous CRM+ donor database (includes updating volunteer, employee, and other tags for cross-engagement donor initiatives tracking); build/complete approved data report/automation requests. Oversee and audit all direct mail data selects for accuracy and adherence to approved business rules and in accordance with the approved annual pro forma schedule provided by the direct mail strategy partner; provide donor analysis and troubleshoot issues; promptly build/communicate data select, codes, business rules, and other updates; create/maintain published procedure documentation for data management, requests, and reporting processes. Identify, build, validate, distribute/automate, and maintain various reports for fundraising, stewardship, and compliance purposes, including gift summaries, donor lists, and performance metrics, along with donor/volunteer engagement analytics on a weekly, monthly, quarterly, and annual basis meeting department and organization needs and deadlines. INSIGHT, TRAINING, DOCUMENTATION, AND USER SUPPORT Identify, share, and present data-driven insights to support fundraising strategies, analyze donor behavior, and identify potential fundraising opportunities and training opportunities to Donor Services, Advancement, Marketing, and other teams relevant to Virtuous CRM+ donor database and database procedures, supplementary products, and general non-profit best practices for data management. Direct users to current documentation and advise of donation processing, data cleanup, business rules, and other data management procedures. Serve as lead technical and training support for donor database and supplemental products, maintain focus on process improvements, innovative solutions, include best practices for advancing AI tech, and growth and stability within overall marketing/fundraising and philanthropy/development teams; support user roles/permissions updates and guidance within donor database for new donation processing, marketing/fundraising, and philanthropy/development staff (IT creates/sets up new user SSO accounts and promptly disables users no longer requiring access). CULTURE AND ETHICS: Demonstrate a passion for the mission, vision, and guiding values of Metropolitan Ministries. Work in a cooperative manner with staff, volunteers/interns, and collaborative partners to achieve data management and organizational goals. Provide full disclosure to prospective/existing donors in all communications to ensure their informed decisions in response to appeals for their support. Adhere to industry, organizational, and donor policies and restrictions such as code of ethics, confidentiality, gift acceptance policies, restricted gifts, government regulations, etc. Clarify, monitor, and implement the donor instructions by ensuring that expenditures are appropriate and documented properly in the organization's financial records when applicable. Meet personal goals, actively contribute to the achievements of the team, support departmental KPIs, and work cross-functionally and collaboratively; support organizational goals as stated in the annual plan. Support the holiday center operation as directed. INDUSTRY KNOWLEDGE: Continually expand personal nonprofit fundraising knowledge by staying abreast of national, state, local trends, and laws for fundraising in general and related to enhancing performance and effectiveness in database administration, data management, fundraising, and non-profit management. Participate in regular Cross-functional team, Direct Report team, and All Staff meetings. Requirements: Education and Experience: Significant experience in data management and tracking in a customer service, marketing, and/or fundraising environment. Desired minimum B.A. or B.S. degree in a related field with 2 years of related experience or a 4-year equivalent combination of education and experience. Attention to detail is required for Essential Responsibilities outlined. Skills Requirements: Excellent written and oral communication skills. Must be able to communicate effectively in English. Ability to plan and organize work and handle job-related matters in a professional manner. Critical thinker and problem-solving and good time management skills are necessary. Must be able to work well under pressure and meet deadlines. Must be able to demonstrate advanced computer skills and problem-solving ability with software. Must be proficient with querying and reporting. Demonstrated proficiency with Virtuous CRM+ database required. Web-based research tools and Microsoft Office products knowledge required, including Excel and Outlook. Must be able to work independently and as a team player. Solutions-focused and customer service mindset is necessary. Requires heart for ministry and comfort working with poor and homeless families and individuals. Requires understanding of poverty, a high degree of maturity, strong inter-personal skills, and the ability to work with low socio-economic and diverse populations facing crisis situations in a professional and diplomatic manner. Knowledge of community resources available to homeless population. Must demonstrate maturity and sensitivity to issues of faith, culture, and other sources of diversity. Ability to work as part of a team within a multi-disciplinary framework. Physical Requirements: Physical, emotional, and spiritual stamina to handle job-related issues and stress. Must be able to operate all components of a computer for several hours at a time. Other: Must pass applicable pre-employment screening and demonstrate legal authorization to work in the United States. Ability to accommodate a flexible work schedule, including evenings and weekends, and particularly, but not limited to holiday months (October-December). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving individuals throughout our local communities. People of color, women, LGBTQIA+, Veterans and persons with disabilities are encouraged to apply click apply for full job details
USAA
Solutions Management Consultant - Life Company Health Solutions Team
USAA San Antonio, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/23/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
ARAMARK
Senior HR Manager - Philadelphia District
ARAMARK Philadelphia, Pennsylvania
Job Description Aramark Sports & Entertainment is seeking a Senior Human Resources Manager to oversee the Philadelphia District. The Senior Human Resources Manager (Sr.HRM) is responsible for leading Human Resources efforts in their geographical area of responsibility. The Sr.HRM leads teams of Operations and Field HR professionals in a matrixed environment ensuring compliance, team and individual development, organizational alignment and change management goal are being met. The Sr.HRM reports directly to the Human Resources Director (HRD) of Sports + Entertainment Southeast Region, and will collaborate with corporate HR support, peers, the HRD, and the District Manager for their area to ensure work is performed in accordance with operational guidelines and Aramark standards. We take a balanced approach to benefits. We designed our benefits to promote a culture of health and wellbeing. No one knows what you need better than you, so we provide you with the necessary tools to help you take care of your health, family, finances and future. Click here to learn more. Job Responsibilities ? Provide support to Field HR, operational managers, and hourly employees to ensure escalated issues are addressed and resolved in a timely manner. ? Find opportunities for process or system improvement and partner with District Managers and HR Director to plan and implement change. ? Mentor, train, develop and provide performance feedback to district operators and stakeholders. ? Support the Labors Relations process as needed, including participation in bargaining and grievance processes. ? Develop, implement, assess, and report on key performance indicators for the purpose of identifying trends and risk factors in staffing, turnover, grievances, etc ? Oversee high level staffing planning and process implementation. Provide direct support for hard-to-staff accounts as needed. ? Run and participate in special projects: ensure project goals and regular progress updates are communicated to all stakeholders. ? Conduct sensitive investigations and prepare any necessary documentation. ? This position will office remotely but travel to client sites throughout the district as needed. At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change, or new ones may be assigned without formal notice. Qualifications 8+ years of experience as an HR Generalist and/or Employee Relations Specialist and a minimum of 3 years of management experience Prior experience in an HR matrixed environment strongly preferred HR certification is preferred. Multi-site experience. Ability to work a hybrid schedule with frequent, as needed or weekly visits to various Philadelphia venues. Experience working in a union environment is required. Bachelor?s degree in HR related field or equivalent experience is required Collaborative decision-making skills and ability to work cooperatively with others both within the HR COE and with other COEs throughout the organization. Experience and knowledge in one-on-one coaching and group conflict resolution, effective negotiation, and conducting internal investigations Proven leadership and experience managing effective relationships and communicating with management at all levels Flexibility to work event- based hours when needed that would include, evening, weekends, and holidays. About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
04/23/2026
Full time
Job Description Aramark Sports & Entertainment is seeking a Senior Human Resources Manager to oversee the Philadelphia District. The Senior Human Resources Manager (Sr.HRM) is responsible for leading Human Resources efforts in their geographical area of responsibility. The Sr.HRM leads teams of Operations and Field HR professionals in a matrixed environment ensuring compliance, team and individual development, organizational alignment and change management goal are being met. The Sr.HRM reports directly to the Human Resources Director (HRD) of Sports + Entertainment Southeast Region, and will collaborate with corporate HR support, peers, the HRD, and the District Manager for their area to ensure work is performed in accordance with operational guidelines and Aramark standards. We take a balanced approach to benefits. We designed our benefits to promote a culture of health and wellbeing. No one knows what you need better than you, so we provide you with the necessary tools to help you take care of your health, family, finances and future. Click here to learn more. Job Responsibilities ? Provide support to Field HR, operational managers, and hourly employees to ensure escalated issues are addressed and resolved in a timely manner. ? Find opportunities for process or system improvement and partner with District Managers and HR Director to plan and implement change. ? Mentor, train, develop and provide performance feedback to district operators and stakeholders. ? Support the Labors Relations process as needed, including participation in bargaining and grievance processes. ? Develop, implement, assess, and report on key performance indicators for the purpose of identifying trends and risk factors in staffing, turnover, grievances, etc ? Oversee high level staffing planning and process implementation. Provide direct support for hard-to-staff accounts as needed. ? Run and participate in special projects: ensure project goals and regular progress updates are communicated to all stakeholders. ? Conduct sensitive investigations and prepare any necessary documentation. ? This position will office remotely but travel to client sites throughout the district as needed. At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change, or new ones may be assigned without formal notice. Qualifications 8+ years of experience as an HR Generalist and/or Employee Relations Specialist and a minimum of 3 years of management experience Prior experience in an HR matrixed environment strongly preferred HR certification is preferred. Multi-site experience. Ability to work a hybrid schedule with frequent, as needed or weekly visits to various Philadelphia venues. Experience working in a union environment is required. Bachelor?s degree in HR related field or equivalent experience is required Collaborative decision-making skills and ability to work cooperatively with others both within the HR COE and with other COEs throughout the organization. Experience and knowledge in one-on-one coaching and group conflict resolution, effective negotiation, and conducting internal investigations Proven leadership and experience managing effective relationships and communicating with management at all levels Flexibility to work event- based hours when needed that would include, evening, weekends, and holidays. About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
USAA
Solutions Management Consultant - Life Company Health Solutions Team
USAA San Antonio, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/23/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Assistant Tax Director
9to9 Software Solutions LLC Brooklyn, New York
Position: Assistant Tax Director Location: Brooklyn, NY. On-site Job Type: Full-time Assistant Tax Director Highly motivated, entrepreneurial, ethical self-starter Excellent communication skills, both verbal and written Well-polished in appearance and professional in demeanor Good, solid business network Attention to detail with good judgment Team player with the ability to make informed business decisions Responsibilities: Recommend tax strategies and solutions to clients supporting business goals and objectives Meet with clients and prepare complex tax returns Prepare and review complex tax returns and work output Manage staff workload Work with business owners and other clients to advise on tax planning and business issues Manage, direct, oversee and challenge client engagement teams Provide tax technical training to staff Qualifications: BS/BA degree in Accounting CPA/EA is preferred 10+ years of experience in external tax accounting Proficiency in technical writing and research Ability to work quickly and independently in a busy and demanding environment Experience preparing/reviewing tax returns for individuals, partnerships, and corporations Strong computer skills including Microsoft Office, Quick books, and tax software programs Client service orientated Amit Sr US IT Recruiter 9to9 Software Solutions LLC Mob: MBE Certified E-Verified Company
04/23/2026
Full time
Position: Assistant Tax Director Location: Brooklyn, NY. On-site Job Type: Full-time Assistant Tax Director Highly motivated, entrepreneurial, ethical self-starter Excellent communication skills, both verbal and written Well-polished in appearance and professional in demeanor Good, solid business network Attention to detail with good judgment Team player with the ability to make informed business decisions Responsibilities: Recommend tax strategies and solutions to clients supporting business goals and objectives Meet with clients and prepare complex tax returns Prepare and review complex tax returns and work output Manage staff workload Work with business owners and other clients to advise on tax planning and business issues Manage, direct, oversee and challenge client engagement teams Provide tax technical training to staff Qualifications: BS/BA degree in Accounting CPA/EA is preferred 10+ years of experience in external tax accounting Proficiency in technical writing and research Ability to work quickly and independently in a busy and demanding environment Experience preparing/reviewing tax returns for individuals, partnerships, and corporations Strong computer skills including Microsoft Office, Quick books, and tax software programs Client service orientated Amit Sr US IT Recruiter 9to9 Software Solutions LLC Mob: MBE Certified E-Verified Company
USAA
Sr. Injury Adjuster- UM
USAA Colorado Springs, Colorado
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Sr. Injury Adjuster- UM, you will be responsible to adjust attorney-involved, moderately complex UM/UIM claims or moderately complex to include confirming coverage, determining liability, investigating, evaluating, negotiating, and adjudicating claims in compliance with state laws and regulations. Responsible for delivering a concierge level of best-in-class member service through setting appropriate expectations, proactive communications, advice, and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Adjusts attorney-involved soft tissue and moderately complex claims with injuries (e.g., torn meniscus, broken bones, disc herniations) and UM/UIM claims, as well as some auto physical damage associated with those claims. Identifies, confirms, and makes coverage decisions on soft tissue and moderately complex bodily injury claims. Investigates loss details, determines legal liability, evaluates, negotiates, and adjudicates claims appropriately and timely; within appropriate authority guidelines with clear documentation to support accurate outcomes. Prioritizes and manages assigned claims workload to keep members and other involved parties informed, provides timely claims status updates. Collaborates and supports team members to resolve issues and identify appropriate matters for escalation. Partners with and/or directs vendors and internal business partners to facilitate timely claims resolution. Delivers a best-in-class member service experience by setting appropriate expectations and proactive communication. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of auto claims adjusting experience. 1 year of injury adjusting experience with attorney represented claims, Proficient knowledge and understanding of the auto claims contract, investigation, evaluation, negotiation, and accurate adjudication of claims as well as application of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Demonstrated time-management and decision-making skills. Proven investigatory, prioritizing, multi-tasking, and problem-solving skills. Proficient knowledge of human anatomy and medical terminology associated with bodily injury claims. Ability to exercise sound financial judgment and discretion in handling insurance claims. Proficient knowledge of coverage evaluation, loss assessment, and loss reserving. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: 4 or more years auto liability/casualty adjusting experience. 1 year or more experience in Uninsured motorist (UM) claims Ongoing professional development with a focus on Insurance Bachelors degree or higher Compensation range: The salary range for this position is: $63,590 - $121,530. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/23/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Sr. Injury Adjuster- UM, you will be responsible to adjust attorney-involved, moderately complex UM/UIM claims or moderately complex to include confirming coverage, determining liability, investigating, evaluating, negotiating, and adjudicating claims in compliance with state laws and regulations. Responsible for delivering a concierge level of best-in-class member service through setting appropriate expectations, proactive communications, advice, and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Adjusts attorney-involved soft tissue and moderately complex claims with injuries (e.g., torn meniscus, broken bones, disc herniations) and UM/UIM claims, as well as some auto physical damage associated with those claims. Identifies, confirms, and makes coverage decisions on soft tissue and moderately complex bodily injury claims. Investigates loss details, determines legal liability, evaluates, negotiates, and adjudicates claims appropriately and timely; within appropriate authority guidelines with clear documentation to support accurate outcomes. Prioritizes and manages assigned claims workload to keep members and other involved parties informed, provides timely claims status updates. Collaborates and supports team members to resolve issues and identify appropriate matters for escalation. Partners with and/or directs vendors and internal business partners to facilitate timely claims resolution. Delivers a best-in-class member service experience by setting appropriate expectations and proactive communication. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of auto claims adjusting experience. 1 year of injury adjusting experience with attorney represented claims, Proficient knowledge and understanding of the auto claims contract, investigation, evaluation, negotiation, and accurate adjudication of claims as well as application of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Demonstrated time-management and decision-making skills. Proven investigatory, prioritizing, multi-tasking, and problem-solving skills. Proficient knowledge of human anatomy and medical terminology associated with bodily injury claims. Ability to exercise sound financial judgment and discretion in handling insurance claims. Proficient knowledge of coverage evaluation, loss assessment, and loss reserving. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: 4 or more years auto liability/casualty adjusting experience. 1 year or more experience in Uninsured motorist (UM) claims Ongoing professional development with a focus on Insurance Bachelors degree or higher Compensation range: The salary range for this position is: $63,590 - $121,530. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Sr. Auto Adjuster - Complex Non-Injury
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Sr. Auto Adjuster role is a great fit for those who currently hold an active Adjuster's License and have current USAA claims experience in multi-vehicle liability to include comparative negligence. In this role you will, within defined guidelines and framework, be responsible to adjust highly complex auto insurance claims presented by or against our members to include the end-to-end claims process and settling claims in compliance with state laws and regulations. Accountable for delivering best in class service, through setting appropriate expectations, proactive communications, advice, and empathy. What you'll do: Investigates to determine coverage, liability, and physical damage including total loss settlements for highly complex auto claims. Negotiate liability for comparative negligence (claimant or adverse carrier). Identify coverage concerns, review prior loss history, determine, and creates Special Investigation Unit (SIU) referrals, when appropriate. Interact with multiple parties to gather information (police reports, recorded statements, witness statements) determine liability. Analyze information obtained to establish compliance for regulatory requirements and settlement value. Evaluate and negotiates settlement of automobile first and third-party physical damage claims within established settlement authority limits and negotiates any excessive storage charges. Resolve claims through proactive problem solving and decision making, within authority guidelines and under moderate supervision, overcoming obstacles, and effectively prioritizing the workload. Clearly documents thought process including damage evaluation, investigation, negotiation, and settlement decisions. Collaborate and sets expectations with external and internal business partners to facilitate claims resolution. Support members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service. Apply proficient knowledge of P&C insurance industry products, services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures. May serve as an informal resource for team members. Apply proficient knowledge of Auto Physical Damage to adjust claims. Support workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Work various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of customer service experience. 1 year of experience handling low to moderately complex auto non injury liability claims. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Experience determining auto liability coverage. Proficient knowledge and understanding of the auto claims contract as well as application of case law and state laws and regulations. Demonstrated negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to organize, analyze, and effectively determine risk and appropriate response. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold an active Adjuster's License and have current USAA claims experience in multi-vehicle liability to include comparative negligence. Compensation range: The salary range for this position is: $54,550 - $97,750. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/23/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Sr. Auto Adjuster role is a great fit for those who currently hold an active Adjuster's License and have current USAA claims experience in multi-vehicle liability to include comparative negligence. In this role you will, within defined guidelines and framework, be responsible to adjust highly complex auto insurance claims presented by or against our members to include the end-to-end claims process and settling claims in compliance with state laws and regulations. Accountable for delivering best in class service, through setting appropriate expectations, proactive communications, advice, and empathy. What you'll do: Investigates to determine coverage, liability, and physical damage including total loss settlements for highly complex auto claims. Negotiate liability for comparative negligence (claimant or adverse carrier). Identify coverage concerns, review prior loss history, determine, and creates Special Investigation Unit (SIU) referrals, when appropriate. Interact with multiple parties to gather information (police reports, recorded statements, witness statements) determine liability. Analyze information obtained to establish compliance for regulatory requirements and settlement value. Evaluate and negotiates settlement of automobile first and third-party physical damage claims within established settlement authority limits and negotiates any excessive storage charges. Resolve claims through proactive problem solving and decision making, within authority guidelines and under moderate supervision, overcoming obstacles, and effectively prioritizing the workload. Clearly documents thought process including damage evaluation, investigation, negotiation, and settlement decisions. Collaborate and sets expectations with external and internal business partners to facilitate claims resolution. Support members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service. Apply proficient knowledge of P&C insurance industry products, services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures. May serve as an informal resource for team members. Apply proficient knowledge of Auto Physical Damage to adjust claims. Support workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Work various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of customer service experience. 1 year of experience handling low to moderately complex auto non injury liability claims. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Experience determining auto liability coverage. Proficient knowledge and understanding of the auto claims contract as well as application of case law and state laws and regulations. Demonstrated negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to organize, analyze, and effectively determine risk and appropriate response. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold an active Adjuster's License and have current USAA claims experience in multi-vehicle liability to include comparative negligence. Compensation range: The salary range for this position is: $54,550 - $97,750. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Senior Director, Commercialization and Enablement
McKesson Columbus, Ohio
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Senior Director of Commercialization & Enablement is a critical leadership role responsible for shaping, aligning, and accelerating the commercial organization's performance. This leader oversees three interconnected pillars: go-to-market strategy, sales training & development, and sales enablement infrastructure to ensure the organization executes effectively, scales efficiently, and consistently meets revenue goals. This role will report to the Vice President of Commercial and Product Strategy, Governance and Operations. The Sr. Director will partner closely with all Commercial Operations teams, Sales, Marketing, Product, Operations, and Leadership to define strategic priorities, optimize commercial processes, develop and deliver best-in-class training programs, and equip the sales force with the tools, insights, and resources needed to succeed. A strong candidate will be a strategic thinker with a bias for action who can inspire and motivate high-performing teams. This leader will be data-driven with a focus on results and continuous improvement. They must be collaborative, influential and highly effective at working cross-functionally in a fast-paced and evolving environment. Key Responsibilities: Commercialization Strategy and Strategic Initiatives: Work with VP, Commercial and Product Strategy, Governance and Operations to lead the development and refinement of the commercialization and go-to-market strategy, ensuring alignment with broader business priorities and cross-functional partners in sales, product and marketing. Lead a dedicated Commercialization and Go-to-Market team consisting of a Director and two Managers who will build and execute the organization's process aligning to our Product Lifecycle work. This team will own the Commercial side of the Go-to-Market Process which brings together the product development work along with marketing, messaging and sales to enable the commercial readiness of new products and enhancements with a focus on what is needed post product development. Identify growth opportunities, assess market trends, and guide cross-functional planning for new initiatives through partnership with Market Intelligence, Market Research and Sales leadership. Partner with Product and Marketing on positioning, messaging, and portfolio strategy to ensure commercial readiness. Team will work with VP, Commercial and Product Strategy, Governance and Operations on acquisition integration to ensure successful ability to commercialize and meet business case objectives. Sales Training and Development: Oversee and mentor a team of sales trainers and instructional designers responsible for product training, onboarding, skills development, and continuous learning. Build a comprehensive sales training architecture including onboarding, role-based curriculum, coaching programs, and mastery paths. Ensure training programs are measurable, scalable, and aligned with competency frameworks and sales methodologies. Drive adoption of best in class training modalities (in-person, virtual, self-paced, certification paths). Sales Enablement: Lead the direction of Sales Enablement to optimize sales processes, content, tools, and systems supporting the full sales lifecycle. This will require deep partnership with peers in Commercial and Product. Ensure the sales organization is equipped with effective messaging, playbooks, competitive intelligence, and product content. Team will partner with marketing who is responsible for content creation and market research as well as cross-functional teams for market intelligence. This team will translate content into effective sales messaging and training materials. Oversee governance and optimization of sales tools such as Highspot, Veeva, or other as a product that enables sales. Cross-Functional Leadership and Collaboration: Serve as a thought partner to executive leadership on commercial trends, performance drivers, and organizational needs to support sales efforts. Collaborate with Human Resources and Leadership Development partners on competency models, leadership development, and performance frameworks. Partner with Sales, Finance and Product to align strategy, forecasting, pipeline management, and performance metrics to enable sales goals and direction for new products, enhancements or acquisitions. Build strong relationships across Commercial Operations, Marketing, Product, and Operations to ensure end to end commercial alignment. Performance Management and Measurement: Define and track KPIs related to training effectiveness, enablement impact, and adoption of strategic initiatives. Implement data driven decision-making processes to continuously improve team performance and commercial outcomes. Provide regular reporting and insights to leadership on commercial readiness and performance trends. Partner with Commercial Operations and Commercial Effectiveness colleagues to assess sales performance including sell cycle and close rate and if needed, initiate ways to improve or accelerate results. Qualifications: 13+ years of experience in commercial strategy, sales enablement, along with training, or related roles with 6+ in diversified leadership roles. Strong strategic thinking with demonstrated ability to lead complex cross-functional initiatives. Expertise in building and scaling sales training programs and enablement frameworks. Deep understanding of B2B sales processes, methodologies, and commercial best practices. Excellent communication, executive presence, and stakeholder management skills. Strong analytical skills with fluency in KPIs, sales metrics, and operational performance drivers. Experience with sales tools such as Highspot or Veeva We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $157,500 - $262,500 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/23/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Senior Director of Commercialization & Enablement is a critical leadership role responsible for shaping, aligning, and accelerating the commercial organization's performance. This leader oversees three interconnected pillars: go-to-market strategy, sales training & development, and sales enablement infrastructure to ensure the organization executes effectively, scales efficiently, and consistently meets revenue goals. This role will report to the Vice President of Commercial and Product Strategy, Governance and Operations. The Sr. Director will partner closely with all Commercial Operations teams, Sales, Marketing, Product, Operations, and Leadership to define strategic priorities, optimize commercial processes, develop and deliver best-in-class training programs, and equip the sales force with the tools, insights, and resources needed to succeed. A strong candidate will be a strategic thinker with a bias for action who can inspire and motivate high-performing teams. This leader will be data-driven with a focus on results and continuous improvement. They must be collaborative, influential and highly effective at working cross-functionally in a fast-paced and evolving environment. Key Responsibilities: Commercialization Strategy and Strategic Initiatives: Work with VP, Commercial and Product Strategy, Governance and Operations to lead the development and refinement of the commercialization and go-to-market strategy, ensuring alignment with broader business priorities and cross-functional partners in sales, product and marketing. Lead a dedicated Commercialization and Go-to-Market team consisting of a Director and two Managers who will build and execute the organization's process aligning to our Product Lifecycle work. This team will own the Commercial side of the Go-to-Market Process which brings together the product development work along with marketing, messaging and sales to enable the commercial readiness of new products and enhancements with a focus on what is needed post product development. Identify growth opportunities, assess market trends, and guide cross-functional planning for new initiatives through partnership with Market Intelligence, Market Research and Sales leadership. Partner with Product and Marketing on positioning, messaging, and portfolio strategy to ensure commercial readiness. Team will work with VP, Commercial and Product Strategy, Governance and Operations on acquisition integration to ensure successful ability to commercialize and meet business case objectives. Sales Training and Development: Oversee and mentor a team of sales trainers and instructional designers responsible for product training, onboarding, skills development, and continuous learning. Build a comprehensive sales training architecture including onboarding, role-based curriculum, coaching programs, and mastery paths. Ensure training programs are measurable, scalable, and aligned with competency frameworks and sales methodologies. Drive adoption of best in class training modalities (in-person, virtual, self-paced, certification paths). Sales Enablement: Lead the direction of Sales Enablement to optimize sales processes, content, tools, and systems supporting the full sales lifecycle. This will require deep partnership with peers in Commercial and Product. Ensure the sales organization is equipped with effective messaging, playbooks, competitive intelligence, and product content. Team will partner with marketing who is responsible for content creation and market research as well as cross-functional teams for market intelligence. This team will translate content into effective sales messaging and training materials. Oversee governance and optimization of sales tools such as Highspot, Veeva, or other as a product that enables sales. Cross-Functional Leadership and Collaboration: Serve as a thought partner to executive leadership on commercial trends, performance drivers, and organizational needs to support sales efforts. Collaborate with Human Resources and Leadership Development partners on competency models, leadership development, and performance frameworks. Partner with Sales, Finance and Product to align strategy, forecasting, pipeline management, and performance metrics to enable sales goals and direction for new products, enhancements or acquisitions. Build strong relationships across Commercial Operations, Marketing, Product, and Operations to ensure end to end commercial alignment. Performance Management and Measurement: Define and track KPIs related to training effectiveness, enablement impact, and adoption of strategic initiatives. Implement data driven decision-making processes to continuously improve team performance and commercial outcomes. Provide regular reporting and insights to leadership on commercial readiness and performance trends. Partner with Commercial Operations and Commercial Effectiveness colleagues to assess sales performance including sell cycle and close rate and if needed, initiate ways to improve or accelerate results. Qualifications: 13+ years of experience in commercial strategy, sales enablement, along with training, or related roles with 6+ in diversified leadership roles. Strong strategic thinking with demonstrated ability to lead complex cross-functional initiatives. Expertise in building and scaling sales training programs and enablement frameworks. Deep understanding of B2B sales processes, methodologies, and commercial best practices. Excellent communication, executive presence, and stakeholder management skills. Strong analytical skills with fluency in KPIs, sales metrics, and operational performance drivers. Experience with sales tools such as Highspot or Veeva We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $157,500 - $262,500 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
FP&A Director - McKesson Technology
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Overview The FP&A Director - McKesson Technology provides strategic financial leadership for McKesson Technology, partnering closely with senior technology leaders to drive disciplined financial execution and value realization from technology investments. This role blends deep FP&A expertise with strong proficiency in enterprise financial systems, planning platforms, and analytics tools, serving as a key connector between finance, data, and technology strategy. The Director leads complex forecasting, reporting, and analysis across technology OPEX and CAPEX, while advancing modern, technology enabled FP&A capabilities through automation, standardized data models, and scalable reporting solutions. Key Responsibilities Strategic FP&A Leadership Lead end to end financial planning, annual operating plan (AOP), rolling forecast, and long range planning activities for McKesson Technology. Provide decision ready financial insights and scenario analysis to Technology and Finance leadership, translating complex financial and operational data into clear recommendations. Ensure alignment between technology investment strategy and enterprise financial commitments. Technology, Systems & Digital Finance Enablement Advance FP&A processes through efficient use of enterprise finance platforms including: SAP / S/4HANA financials and related general ledger and cost center structures SAP BPC (or successor planning platforms) for budgeting, forecasting, and multi year outlooks Power BI for executive dashboards, self service analytics, and standardized financial reporting Finance Data Platforms (e.g., FDP semantic models) to enable consistent, trusted financial data across Technology Finance Partner with technology, data, and finance transformation teams to enhance finance data models, master data governance, and reporting architectures. Drive automation and standardization of FP&A workflows, reducing manual effort and improving forecast accuracy and cycle times. Champion adoption of new tools and capabilities that improve transparency, scalability, and analytical depth across Technology Finance. Forecasting, Reporting & Controls Lead monthly, quarterly, and annual close, forecast, and variance analysis processes for Technology Finance, ensuring accuracy, completeness, and timeliness. Oversee consolidated reporting for Technology OPEX and CAPEX, including clear articulation of drivers, risks, and opportunities. Maintain strong financial controls, documentation, and audit readiness across systems and reporting processes. Business Partnership & Influence Serve as the primary finance partner to senior McKesson Technology leaders, supporting prioritization, trade off decisions, and investment governance. Collaborate closely with Corporate FP&A, Accounting, and Business Unit Finance teams to ensure alignment across enterprise systems, submissions, and timelines. Communicate complex financial, system, and data topics clearly to executive and non finance audiences. People Leadership & Capability Building Lead, coach, and develop a high performing FP&A team with strong analytical, systems, and business partnering capabilities. Build depth in technical finance skills, including systems fluency, data literacy, and advanced analytics. Foster a culture of continuous improvement, standardization, and technology enabled innovation. Qualifications & Experience Bachelor's degree in Finance, Accounting, Economics, or related field; MBA and/or CPA preferred. 10+ years of progressive FP&A or finance leadership experience, with significant exposure to technology driven or systems intensive environments. Hands on experience with enterprise financial systems and planning tools, including SAP based environments, forecasting platforms, and BI/analytics tools (e.g., Power BI). Proven track record of leading FP&A process improvements, system enhancements, or digital finance initiatives. Strong executive communication skills and ability to influence in a large, matrixed organization. Key Success Attributes Strong blend of financial rigor, systems fluency, and data driven mindset. Comfortable operating across multiple platforms and complex data environments. Ability to balance strategic thinking with hands on execution and operational discipline. Trusted advisor who partners effectively with Technology, Finance, and Data leaders. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $135,800 - $226,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/23/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Overview The FP&A Director - McKesson Technology provides strategic financial leadership for McKesson Technology, partnering closely with senior technology leaders to drive disciplined financial execution and value realization from technology investments. This role blends deep FP&A expertise with strong proficiency in enterprise financial systems, planning platforms, and analytics tools, serving as a key connector between finance, data, and technology strategy. The Director leads complex forecasting, reporting, and analysis across technology OPEX and CAPEX, while advancing modern, technology enabled FP&A capabilities through automation, standardized data models, and scalable reporting solutions. Key Responsibilities Strategic FP&A Leadership Lead end to end financial planning, annual operating plan (AOP), rolling forecast, and long range planning activities for McKesson Technology. Provide decision ready financial insights and scenario analysis to Technology and Finance leadership, translating complex financial and operational data into clear recommendations. Ensure alignment between technology investment strategy and enterprise financial commitments. Technology, Systems & Digital Finance Enablement Advance FP&A processes through efficient use of enterprise finance platforms including: SAP / S/4HANA financials and related general ledger and cost center structures SAP BPC (or successor planning platforms) for budgeting, forecasting, and multi year outlooks Power BI for executive dashboards, self service analytics, and standardized financial reporting Finance Data Platforms (e.g., FDP semantic models) to enable consistent, trusted financial data across Technology Finance Partner with technology, data, and finance transformation teams to enhance finance data models, master data governance, and reporting architectures. Drive automation and standardization of FP&A workflows, reducing manual effort and improving forecast accuracy and cycle times. Champion adoption of new tools and capabilities that improve transparency, scalability, and analytical depth across Technology Finance. Forecasting, Reporting & Controls Lead monthly, quarterly, and annual close, forecast, and variance analysis processes for Technology Finance, ensuring accuracy, completeness, and timeliness. Oversee consolidated reporting for Technology OPEX and CAPEX, including clear articulation of drivers, risks, and opportunities. Maintain strong financial controls, documentation, and audit readiness across systems and reporting processes. Business Partnership & Influence Serve as the primary finance partner to senior McKesson Technology leaders, supporting prioritization, trade off decisions, and investment governance. Collaborate closely with Corporate FP&A, Accounting, and Business Unit Finance teams to ensure alignment across enterprise systems, submissions, and timelines. Communicate complex financial, system, and data topics clearly to executive and non finance audiences. People Leadership & Capability Building Lead, coach, and develop a high performing FP&A team with strong analytical, systems, and business partnering capabilities. Build depth in technical finance skills, including systems fluency, data literacy, and advanced analytics. Foster a culture of continuous improvement, standardization, and technology enabled innovation. Qualifications & Experience Bachelor's degree in Finance, Accounting, Economics, or related field; MBA and/or CPA preferred. 10+ years of progressive FP&A or finance leadership experience, with significant exposure to technology driven or systems intensive environments. Hands on experience with enterprise financial systems and planning tools, including SAP based environments, forecasting platforms, and BI/analytics tools (e.g., Power BI). Proven track record of leading FP&A process improvements, system enhancements, or digital finance initiatives. Strong executive communication skills and ability to influence in a large, matrixed organization. Key Success Attributes Strong blend of financial rigor, systems fluency, and data driven mindset. Comfortable operating across multiple platforms and complex data environments. Ability to balance strategic thinking with hands on execution and operational discipline. Trusted advisor who partners effectively with Technology, Finance, and Data leaders. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $135,800 - $226,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Occupational Medicine Physician Assistant
Agile Occupational Medicine Thousand Oaks, California
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: PRN. Monday's are the primary need with occasional coverage other weekdays as needed. Clinic hours are Monday- Friday, 8am- 5pm. Compensation: Starting compensation range is $70.00-$85.00 hourly. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required; ACLS certification preferred NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including work injury care and employer services. We are a rapidly growing organization with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
04/23/2026
Full time
Position Summary This position provides an opportunity to operate with an independent nature and with a keen focus on quality care. In addition to clinic duties, as a Nurse Practitioner (NP) or Physician Assistant (PA) with Agile you will sharpen your leadership skills by joining a medical team with expertise in occupational medicine, coaching back-office staff, educating nursing staff and students. At Agile, you can directly and positively affect change every day in patients lives. Schedule: PRN. Monday's are the primary need with occasional coverage other weekdays as needed. Clinic hours are Monday- Friday, 8am- 5pm. Compensation: Starting compensation range is $70.00-$85.00 hourly. Exact compensation may vary based on skills, experience, and location. Responsibilities Assures personal compliance with licensing, certification, and accrediting bodies Evaluates and treats occupational medicine patients in accordance with Agile's medical practice model Establishes and monitors appropriate level of care for center patients Completes all medical record documentation prior to end of shift Works with Center Medical Director to ensure operations are consistent with medical and professional standards of care and professional PA/NP association Recommends potential growth opportunities for new or existing services within the Center Meets with Medical Director or designate to discuss quality of patient care, review policies, procedures, outcomes reports, and records Calls client representatives following employee treatment for initial injury and/or at any significant change in status In the absence of Center Medical Director, provides guidance to other medical personnel and center colleagues Masters use of clinical systems to ensure efficiency, excellent supportive documentation, appropriate and optimal coding levels, charge capture, and follow through on all patient care orders Ensures compliance with individual State Practice Act, and Workers Compensation regulations Maintains and cultivates relationships with center clients and payers while responding to requests within 24 hours Works with medical and clinical leadership to manage clinical and support staffing levels and proficiencies that will optimize patient satisfaction, workflows, and efficiencies Fosters an environment of collaboration, professionalism, patient/colleague safety, quality care, continuous improvement and reward and recognition Promotes center initiatives and workflows that are consistent with those in other centers This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Education/Credentials Graduate of an accredited PA or NP program and an unrestricted California PA/NP license (or license in progress) Must meet all licensure requirements for the applicable state of practice Active DEA registration required Current BLS and AED certification required; ACLS certification preferred NRCME (DOT Medical Examiner) certification required or ability to obtain within 30 days of hire Job-Related Skills/Competencies Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies Medicine knowledge Systems evaluation knowledge Customer and personal service knowledge including needs assessment, meeting quality standards for services and evaluation of customer satisfaction Judgment and decision making Critical thinking Speaking to effectively convey information to supervisors, peers, or customers Instructing skills to teach others Demonstrated knowledge of techniques and information needed to diagnose and treat human injuries Fosters a cooperative and harmonious working climate conducive to maximize employee morale and productivity Ability to put patients first and enjoys treating patients Must be a team player in a multidisciplinary environment Demonstrates a value of all contributions to product and outcome Displays a professional, approachable, and selfless demeanor at all times both to external and internal clients Agrees, supports, and commits to Agile s core practice standards and policies and procedures Ability to display high degree of inspiration for team members to retain focus of providing highest levels of customer satisfaction Willingness to learn and continuously improve, to be audited, observed, and reviewed; is positively responsive to feedback Working knowledge of medical office administration and procedures Basic computer skills, including email Preferred experience with electronic medical record application Why You Should Join Our Team Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including work injury care and employer services. We are a rapidly growing organization with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.
Hospitalist Physician
Vituity Utica, New York
Up to $100K Sign On Bonus - Utica, NY - Seeking Hospitalist Medical Director Join the Physician Partnership Where You Can Increase Your Impact Vituity's ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be - on your patients. Join the Vituity Team. Vituity is a 100% physician-owned partnership and is led by frontline physicians that are all equitable owners. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefits package including profit distribution, and multiple career development opportunities. Our leadership understands what your practice needs to thrive and gives you autonomy and local control so you can provide care when, where, and how your patients need it. You are backed by a best-in-class corporate healthcare team and supported by the broad peer-level expertise of 6,000 Vituity clinicians. At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done. Vituity Locations: Vituity has opportunities at 890 practices across the country, serving 14.5 million patients a year. With Vituity, if you ever need to move, you can take your job with you. The Opportunity Up to $100k sign-on bonus for qualified candidates. Communicate and champion Vituity's purpose, mission, vision, values, culture of brilliance, and strategy, ensuring widespread understanding and alignment. Assure compliance with all Vituity requirements and policies and communicate those requirements to all Vituity providers. Monitor current and future healthcare and economic trends. Assess their potential impact on the practice and local geographic region. Strategize and execute a comprehensive annual practice management plan that sets clear goals and objectives, continuously surpassing expectations and delivering value to patients, clients, providers, and the local community. Spearhead the local site's administrative management team, meticulously selecting team members and aligning their responsibilities to drive the achievement of practice goals. Demonstrate unwavering mastery of Vituity policies and fiduciary obligations, ensuring strict adherence from all providers. Exemplify Vituity's Partnership Principles by fostering open communication and transparent decision-making, such as conducting annual reviews of administrative stipends and scheduling preferences. Demonstrate a comprehensive understanding of hospital expectations and rigorously uphold compliance with all contract terms. Monitor operational and quality metrics and implement Vituity initiatives and operational programs to continually improve performance. Continuously assess and improve operational processes, leveraging technology and best practices to streamline workflows and increase efficiency. Monitor site financial performance and identify and create new areas for growth and revenue. Develop an expertise and understanding of the yearly budget, financial performance measures and monitoring systems, and billing and reimbursement issues / systems. Improve patient census and billing practice statistics to optimize reimbursement for the practice. Maintain awareness and interactions with payers such as significant IPA's, Medical Groups, Foundations, ACO's associated with the hospital / health system. Execute efficient recruitment, onboarding, and training processes for new providers, ensuring the practice is staffed with highly qualified professionals. Provide learning and development opportunities and mentoring to providers and staff to enhance their clinical acumen, leadership skills and overall professional growth. Evaluate the performance of physicians and PA / NPs in compliance with Vituity policies and guidelines. Monitor physician competencies with progressive improvement using appropriate metrics. Counsel, suspend, or remove staff from the schedule as necessary in compliance with Vituity polices / guidelines. Actively participate in contract negotiations in conjunction with the Regional Director. Develop, foster, and maintain productive and collaborative working relationships with hospital leadership, nursing staff and other healthcare team members. Ensure practice is appropriately represented and demonstrates their value through leadership roles (as applicable) and/or participation with hospital management, medical staff leadership, Medical Executive, Medical Staff and other hospital committees, and within the local community. Required Experience and Competencies Licensed physician as a Medical Doctor (M.D.) or Doctor of Osteopathic Medicine (D.O.) degree from an accredited medical school and completion of residency through an accredited residency program required. Maintain membership and privileges on Hospital's medical staff and comply with and abide by the bylaws, rules and regulations, and the policies and procedures of Hospital's medical staff where services are being provided required. Physician Partnership status required. Five (5) years or more experience in a leadership role required. Verbal and written communication skills Superior clinical skills Interpersonal and leadership skills Ability to motivate a team. Project Management Effectively collaborate with diverse individuals and multiple locations Relationship building Technical skills Strong accounting and finance understanding The Practice Wynn Hospital - Utica, New York State-of-the-art, 250-bed facility with private patient rooms, behavioral health ED treatment rooms, a birthing center, and a helistop. 42-bed open ICU, Level III Trauma Center, and a Comprehensive Stroke Center Program. All sub-specialty backups available. The Community Utica is in the scenic Mohawk Valley and is known as the Crossroads of Upstate New York. A charming, preserved downtown area that captures the town's rich history and combines Old World Charm and modern amenities. Activities for people of all ages, including the Utica Zoo, the local distillery, plenty of parks, and Stanley Theater. Attend one of the many festivals that take place each year such as Utica Arts and Music Festival, the Great American Irish Festival, and Remsen Barn Festival of the Arts. Benefits & Beyond Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. Superior Health Plan Options Dental, Vision, HSA, life and AD&D coverage, and more Partnership models allows a K-1 status pay structure, allowing high tax deductions Extraordinary 401K Plan with high tax reduction and faster balance growth Eligible to receive an Annual Profit Distribution/yearly cash bonus EAP and travel assistance included Student loan refinancing discounts Purpose-driven culture focused on improving the lives of our patients, communities, and employees We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. Visa status applicants benefits vary. Please speak to a recruiter for more details. Applicants only. No agencies please.
04/23/2026
Full time
Up to $100K Sign On Bonus - Utica, NY - Seeking Hospitalist Medical Director Join the Physician Partnership Where You Can Increase Your Impact Vituity's ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be - on your patients. Join the Vituity Team. Vituity is a 100% physician-owned partnership and is led by frontline physicians that are all equitable owners. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefits package including profit distribution, and multiple career development opportunities. Our leadership understands what your practice needs to thrive and gives you autonomy and local control so you can provide care when, where, and how your patients need it. You are backed by a best-in-class corporate healthcare team and supported by the broad peer-level expertise of 6,000 Vituity clinicians. At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done. Vituity Locations: Vituity has opportunities at 890 practices across the country, serving 14.5 million patients a year. With Vituity, if you ever need to move, you can take your job with you. The Opportunity Up to $100k sign-on bonus for qualified candidates. Communicate and champion Vituity's purpose, mission, vision, values, culture of brilliance, and strategy, ensuring widespread understanding and alignment. Assure compliance with all Vituity requirements and policies and communicate those requirements to all Vituity providers. Monitor current and future healthcare and economic trends. Assess their potential impact on the practice and local geographic region. Strategize and execute a comprehensive annual practice management plan that sets clear goals and objectives, continuously surpassing expectations and delivering value to patients, clients, providers, and the local community. Spearhead the local site's administrative management team, meticulously selecting team members and aligning their responsibilities to drive the achievement of practice goals. Demonstrate unwavering mastery of Vituity policies and fiduciary obligations, ensuring strict adherence from all providers. Exemplify Vituity's Partnership Principles by fostering open communication and transparent decision-making, such as conducting annual reviews of administrative stipends and scheduling preferences. Demonstrate a comprehensive understanding of hospital expectations and rigorously uphold compliance with all contract terms. Monitor operational and quality metrics and implement Vituity initiatives and operational programs to continually improve performance. Continuously assess and improve operational processes, leveraging technology and best practices to streamline workflows and increase efficiency. Monitor site financial performance and identify and create new areas for growth and revenue. Develop an expertise and understanding of the yearly budget, financial performance measures and monitoring systems, and billing and reimbursement issues / systems. Improve patient census and billing practice statistics to optimize reimbursement for the practice. Maintain awareness and interactions with payers such as significant IPA's, Medical Groups, Foundations, ACO's associated with the hospital / health system. Execute efficient recruitment, onboarding, and training processes for new providers, ensuring the practice is staffed with highly qualified professionals. Provide learning and development opportunities and mentoring to providers and staff to enhance their clinical acumen, leadership skills and overall professional growth. Evaluate the performance of physicians and PA / NPs in compliance with Vituity policies and guidelines. Monitor physician competencies with progressive improvement using appropriate metrics. Counsel, suspend, or remove staff from the schedule as necessary in compliance with Vituity polices / guidelines. Actively participate in contract negotiations in conjunction with the Regional Director. Develop, foster, and maintain productive and collaborative working relationships with hospital leadership, nursing staff and other healthcare team members. Ensure practice is appropriately represented and demonstrates their value through leadership roles (as applicable) and/or participation with hospital management, medical staff leadership, Medical Executive, Medical Staff and other hospital committees, and within the local community. Required Experience and Competencies Licensed physician as a Medical Doctor (M.D.) or Doctor of Osteopathic Medicine (D.O.) degree from an accredited medical school and completion of residency through an accredited residency program required. Maintain membership and privileges on Hospital's medical staff and comply with and abide by the bylaws, rules and regulations, and the policies and procedures of Hospital's medical staff where services are being provided required. Physician Partnership status required. Five (5) years or more experience in a leadership role required. Verbal and written communication skills Superior clinical skills Interpersonal and leadership skills Ability to motivate a team. Project Management Effectively collaborate with diverse individuals and multiple locations Relationship building Technical skills Strong accounting and finance understanding The Practice Wynn Hospital - Utica, New York State-of-the-art, 250-bed facility with private patient rooms, behavioral health ED treatment rooms, a birthing center, and a helistop. 42-bed open ICU, Level III Trauma Center, and a Comprehensive Stroke Center Program. All sub-specialty backups available. The Community Utica is in the scenic Mohawk Valley and is known as the Crossroads of Upstate New York. A charming, preserved downtown area that captures the town's rich history and combines Old World Charm and modern amenities. Activities for people of all ages, including the Utica Zoo, the local distillery, plenty of parks, and Stanley Theater. Attend one of the many festivals that take place each year such as Utica Arts and Music Festival, the Great American Irish Festival, and Remsen Barn Festival of the Arts. Benefits & Beyond Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. Superior Health Plan Options Dental, Vision, HSA, life and AD&D coverage, and more Partnership models allows a K-1 status pay structure, allowing high tax deductions Extraordinary 401K Plan with high tax reduction and faster balance growth Eligible to receive an Annual Profit Distribution/yearly cash bonus EAP and travel assistance included Student loan refinancing discounts Purpose-driven culture focused on improving the lives of our patients, communities, and employees We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. Visa status applicants benefits vary. Please speak to a recruiter for more details. Applicants only. No agencies please.
Capital One
Sr. Business Director, Strategy
Capital One Mc Lean, Virginia
Sr. Business Director, Strategy As a Senior Business Director at Capital One, you will apply your strategic and analytical skills to major company challenges. You'll team with world-class professionals to develop and test strategies that ultimately impact the bottom line. And you will do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation. As a strategic leader within the Customer Data team, you will own the end-to-end development of a high-visibility data product strategy designed to sharpen insights, refine segmentation, and personalize decision-making at the individual customer level. You will focus on developing and tracking key metrics that will drive customer value, enabling better marketing and servicing decisions for our customers. General Responsibilities: Strategic leadership: Develop business strategies that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands Leadership: May manage and develop multiple analysts. Coaching and mentoring associates with a goal of developing and retaining talent at Capital One Product: Develop and implement new product and pricing strategies for various lending products; lead product level data modeling/analytics Marketing: Lead direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go-to-market strategies Credit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis Execution: Manage and sequence delivery of business intent, build business requirements and execute against the product strategy. Oversee multiple projects and programs concurrently Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability Strategic; analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management Strong business judgment, leadership and integrity: They should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business Solid people leadership experience: Ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. They should foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results Strong executive communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills Clear results orientation: display an intense focus on achieving both short and long term goals. They should be able to drive and execute an agenda in an uncertain and fluid environment Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus Basic Qualifications: Bachelor's Degree At least 5 years of experience performing quantitative analysis At least 5 years of experience performing qualitative analysis At least 3 years of experience performing people management At least 3 years of experience performing project management Preferred Qualifications: Master's Degree 5+ years of experience in people management 3+ years of experience in product development 3+ years of experience in financial modeling 3+ years of experience in economic forecasting Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $269,600 - $307,700 for Sr Business Director Richmond, VA: $245,100 - $279,800 for Sr Business Director New York, NY: $294,100 - $335,700 for Sr Business Director Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
04/22/2026
Full time
Sr. Business Director, Strategy As a Senior Business Director at Capital One, you will apply your strategic and analytical skills to major company challenges. You'll team with world-class professionals to develop and test strategies that ultimately impact the bottom line. And you will do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation. As a strategic leader within the Customer Data team, you will own the end-to-end development of a high-visibility data product strategy designed to sharpen insights, refine segmentation, and personalize decision-making at the individual customer level. You will focus on developing and tracking key metrics that will drive customer value, enabling better marketing and servicing decisions for our customers. General Responsibilities: Strategic leadership: Develop business strategies that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands Leadership: May manage and develop multiple analysts. Coaching and mentoring associates with a goal of developing and retaining talent at Capital One Product: Develop and implement new product and pricing strategies for various lending products; lead product level data modeling/analytics Marketing: Lead direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go-to-market strategies Credit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis Execution: Manage and sequence delivery of business intent, build business requirements and execute against the product strategy. Oversee multiple projects and programs concurrently Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability Strategic; analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management Strong business judgment, leadership and integrity: They should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business Solid people leadership experience: Ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. They should foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results Strong executive communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills Clear results orientation: display an intense focus on achieving both short and long term goals. They should be able to drive and execute an agenda in an uncertain and fluid environment Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus Basic Qualifications: Bachelor's Degree At least 5 years of experience performing quantitative analysis At least 5 years of experience performing qualitative analysis At least 3 years of experience performing people management At least 3 years of experience performing project management Preferred Qualifications: Master's Degree 5+ years of experience in people management 3+ years of experience in product development 3+ years of experience in financial modeling 3+ years of experience in economic forecasting Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $269,600 - $307,700 for Sr Business Director Richmond, VA: $245,100 - $279,800 for Sr Business Director New York, NY: $294,100 - $335,700 for Sr Business Director Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Chief Executive Officer
YMCA Silver Bay, New York
EXECUTIVE VACANCY ANNOUNCEMENT SILVER BAY YMCA Position: Chief Executive Officer Address: 87 Silver Bay Road, Silver Bay, NY 12874 The Silver Bay YMCA is an equal opportunity employer. We work to ensure that everyone has the opportunity to reach their full potential with dignity. THE OPPORTUNITY AT THE SILVER BAY YMCA The Silver Bay YMCA ("Silver Bay") is seeking a mission driven, visionary Chief Executive Officer to lead one of the most historic and distinctive YMCAs in the country. Founded in 1902, Silver Bay is more than a YMCA (or "Y") campus. It is a place of renewal, reflection, learning, and connection that has shaped generations of families, faith communities, nonprofit leaders, educators, and youth. Situated on a 650-acre campus with one mile of shoreline along Lake George, within New York's Adirondack Park, Silver Bay is listed on the National Register of Historic Places and is consistently recognized as one of the premier family reunion and retreat destinations in the United States. The next CEO will steward a complex, multi-dimensional organization that brings together hospitality, retreat services, youth development, spiritual life, and community engagement at scale. This leader will be responsible for honoring Silver Bay's historic legacy while guiding its continued evolution. That includes strengthening financial sustainability, investing in people and culture, modernizing operations and facilities where needed, and ensuring the mission remains central to every decision. KEY SKILLS AND ABILITIES OF OUR NEXT CEO The Board of Trustees (the "Board") believes its new CEO should be an experienced leader who has the background and qualities that will permit him or her to achieve excellence in the following roles: Collaborate with Board on Strategic Plan Development and Lead Implementation: Work effectively with the Board, volunteers, community leaders, and key staff, to create and develop a strategic plan that addresses the needs of the communities served by Silver Bay and includes defined organizational strategies, a clear implementation plan with deliverables, and measurable goals. Key competencies: Change Leadership, Communication & Influence, Critical Thinking & Decision Making, Program/Project Management Fiscal Management: Use high-level financial analysis to forecast financial trends, growth, and stability, while consistently leading the organization to balanced or surplus results by growing operating revenue and contributions and controlling costs. Empower and guide staff leaders to lead their departments to successful financial operations. Develop and implement stewardship strategies. Key competencies: Fiscal Management, Critical Thinking & Decision Making, Developing Self & Others, Philanthropy Build and Lead Staff: Ensure a talent development system is in place and executed effectively with cultural competence. Hire, motivate, nurture, retain, and hold staff accountable for key objectives. Work towards recruiting, retaining, developing, and promoting staff. Encourage the team by creating a spirit of camaraderie, connection, and sense of mission and purpose. Create a learning organization to help staff achieve their highest potential. Key competencies: Developing Self & Others, Inclusion, Emotional Maturity, Change Leadership Improve Operating Performance: Engage the board and appropriate staff to develop and execute an annual tactical plan for identifying and achieving key goals and objectives towards operating with safe, relevant, and sustainable practices. Quickly address issues that may arise, forecast future needs, and manage and direct Silver Bay's operations and activities. Key competencies: Developing Self & Others, Critical Thinking & Decision Making, Innovation Hospitality and Guest Satisfaction: Ensure that lodging, food service, conference, and recreational amenities are at a level sufficient to retain and attract new business and sustainably preserve Silver Bay as one of the Y's most unique and historic conference retreat sites. This includes, among other things, maintenance and development of facilities, and sound management of capital projects. ABOUT THE YMCA OF SILVER BAY For more than a century, Silver Bay has served as a gathering place where people step away from the pace of everyday life to reconnect with one another, with nature, and with purpose. Originally founded as a training center for YMCA and YWCA leaders, Silver Bay has grown into a year-round destination serving families, congregations, nonprofits, schools, and community groups from both the Lake George region as well as from across the country. Today, Silver Bay operates as a destination-based YMCA offering conferences and retreats, family programs, youth development and education, spiritual life programming, arts and humanities experiences, extensive recreational activities on land and on water, and community focused initiatives. Thousands of day use guests and overnight visitors are welcomed each year, many returning generation after generation. Equally central to Silver Bay's identity is its commitment to community benefit and access. Through scholarships, reduced rate stays, respite programs, youth development initiatives, emergency housing, and mission driven subsidies, Silver Bay ensures that its campus remains a place where people of all backgrounds and circumstances can find rest, renewal, and belonging. In addition, Silver Bay provides off-campus services in nearby communities. Silver Bay is both a campus and a community. It is shaped by hospitality, stewardship, and service, and the CEO plays a critical role in sustaining and strengthening that culture. Our Mission To cultivate relationships, strengthen communities, and nurture spirit, mind, and body for all. Our North Star To be a leader in creating thriving, connected, and sustainable communities - to be a place where people grow, connect, and are inspired by nature, nurturing lifelong well-being. Our Culture: The Y Experience The Y Experience is built from our mission and encompasses the values and philosophy by which we serve and operate. Welcoming We are open to all. We are a place where you can be yourself and find yourself in others. Genuine We value you and embrace your individuality. Hopeful We believe in you and your potential to do good in the world. Nurturing We support you as you become the best version of yourself. Determined We seek to strengthen relationships and community bonds, both on and off campus. Current Key Strategic Initiatives:Embed belonging across Silver Bay's culture, programs, and guest experience to ensure all who come feel welcomed, connected, and valued.Strengthen fiscal sustainability by prioritizing data-driven investments, diversifying revenue through services, grants, and philanthropy, and closing the operational deficit through efficiencies and disciplined stewardship.Enhance and evolve programs, services, and facilities to remain relevant, high-quality, and aligned with changing guests, community, and organizational needs.Position Silver Bay as a trusted community hub by deepening partnerships that expands access, service, and impact across the region.Advance service and stewardship by caring for the natural environment, fostering spiritual growth, and developing youth leadership and character through mission-centered programming. Membership:Total Number of Members: 1,283Total stays overnight (most recent year): 58,455Total distinct guests (most recent year): 13,010 Branch Information:Silver Bay operates as a single-campus association but also supports several youth programs in the local communities. Core Programs:Conferences and retreats for faith-based, nonprofit, educational, and mission-aligned organizationsHospitality and lodging services for overnight guests, families, and groupsYouth development and education programs, including the Early Learning Center, youth swim lessons and teen programmingSpiritual life programming, retreats, and chapel servicesCommunity engagement programs and partnerships serving local residents and regional organizationsArts, humanities, aquatics, and recreational programming supporting lifelong learning and well-being Annual Support Campaign:2026 Goal: $2,255,000 (excluding ongoing capital campaign)2025 Goal: $2,025,0002025 Progress Toward Goal: $2,100,000Total number of people receiving financial assistance prior year: - Respite stays: $950,000 - Community memberships: $161,028 - Youth development operating support: $315,000 - Youth development scholarships: $105,000 - Emergency housing: $39,000 - Donations to partner nonprofits: $22,000 Recent Capital Campaign: A $5,000,000 campaign is underway CEO Direct Reports (under Interim CEO, who is also the full-time Chief Operating Officer):Vice President Development & Governance Vice President Guest ExperienceVice President Sales & MarketingChief Financial Officer & Vice President Support ServicesVice President of ProgramDirector Spiritual LifeDirector FacilitiesRisk Manager Board of Trustees: 19 members with the following standing committees:Chief Executive Officer Evaluation & Compensation CommitteeFinance, overseeing Audit & Investment SubcommitteesGovernance CommitteeStrategic Planning CommitteeOutreach & Engagement Committee Financial Snapshot (as of 12/31/2025 unaudited):Current Annual Operating Expenses Size: $11,860,000Current Debt: $2,200,000Current Endowment: $19,000,000Last year operating net: $(1,970,000) unaudited/without depreciation . click apply for full job details
04/22/2026
Full time
EXECUTIVE VACANCY ANNOUNCEMENT SILVER BAY YMCA Position: Chief Executive Officer Address: 87 Silver Bay Road, Silver Bay, NY 12874 The Silver Bay YMCA is an equal opportunity employer. We work to ensure that everyone has the opportunity to reach their full potential with dignity. THE OPPORTUNITY AT THE SILVER BAY YMCA The Silver Bay YMCA ("Silver Bay") is seeking a mission driven, visionary Chief Executive Officer to lead one of the most historic and distinctive YMCAs in the country. Founded in 1902, Silver Bay is more than a YMCA (or "Y") campus. It is a place of renewal, reflection, learning, and connection that has shaped generations of families, faith communities, nonprofit leaders, educators, and youth. Situated on a 650-acre campus with one mile of shoreline along Lake George, within New York's Adirondack Park, Silver Bay is listed on the National Register of Historic Places and is consistently recognized as one of the premier family reunion and retreat destinations in the United States. The next CEO will steward a complex, multi-dimensional organization that brings together hospitality, retreat services, youth development, spiritual life, and community engagement at scale. This leader will be responsible for honoring Silver Bay's historic legacy while guiding its continued evolution. That includes strengthening financial sustainability, investing in people and culture, modernizing operations and facilities where needed, and ensuring the mission remains central to every decision. KEY SKILLS AND ABILITIES OF OUR NEXT CEO The Board of Trustees (the "Board") believes its new CEO should be an experienced leader who has the background and qualities that will permit him or her to achieve excellence in the following roles: Collaborate with Board on Strategic Plan Development and Lead Implementation: Work effectively with the Board, volunteers, community leaders, and key staff, to create and develop a strategic plan that addresses the needs of the communities served by Silver Bay and includes defined organizational strategies, a clear implementation plan with deliverables, and measurable goals. Key competencies: Change Leadership, Communication & Influence, Critical Thinking & Decision Making, Program/Project Management Fiscal Management: Use high-level financial analysis to forecast financial trends, growth, and stability, while consistently leading the organization to balanced or surplus results by growing operating revenue and contributions and controlling costs. Empower and guide staff leaders to lead their departments to successful financial operations. Develop and implement stewardship strategies. Key competencies: Fiscal Management, Critical Thinking & Decision Making, Developing Self & Others, Philanthropy Build and Lead Staff: Ensure a talent development system is in place and executed effectively with cultural competence. Hire, motivate, nurture, retain, and hold staff accountable for key objectives. Work towards recruiting, retaining, developing, and promoting staff. Encourage the team by creating a spirit of camaraderie, connection, and sense of mission and purpose. Create a learning organization to help staff achieve their highest potential. Key competencies: Developing Self & Others, Inclusion, Emotional Maturity, Change Leadership Improve Operating Performance: Engage the board and appropriate staff to develop and execute an annual tactical plan for identifying and achieving key goals and objectives towards operating with safe, relevant, and sustainable practices. Quickly address issues that may arise, forecast future needs, and manage and direct Silver Bay's operations and activities. Key competencies: Developing Self & Others, Critical Thinking & Decision Making, Innovation Hospitality and Guest Satisfaction: Ensure that lodging, food service, conference, and recreational amenities are at a level sufficient to retain and attract new business and sustainably preserve Silver Bay as one of the Y's most unique and historic conference retreat sites. This includes, among other things, maintenance and development of facilities, and sound management of capital projects. ABOUT THE YMCA OF SILVER BAY For more than a century, Silver Bay has served as a gathering place where people step away from the pace of everyday life to reconnect with one another, with nature, and with purpose. Originally founded as a training center for YMCA and YWCA leaders, Silver Bay has grown into a year-round destination serving families, congregations, nonprofits, schools, and community groups from both the Lake George region as well as from across the country. Today, Silver Bay operates as a destination-based YMCA offering conferences and retreats, family programs, youth development and education, spiritual life programming, arts and humanities experiences, extensive recreational activities on land and on water, and community focused initiatives. Thousands of day use guests and overnight visitors are welcomed each year, many returning generation after generation. Equally central to Silver Bay's identity is its commitment to community benefit and access. Through scholarships, reduced rate stays, respite programs, youth development initiatives, emergency housing, and mission driven subsidies, Silver Bay ensures that its campus remains a place where people of all backgrounds and circumstances can find rest, renewal, and belonging. In addition, Silver Bay provides off-campus services in nearby communities. Silver Bay is both a campus and a community. It is shaped by hospitality, stewardship, and service, and the CEO plays a critical role in sustaining and strengthening that culture. Our Mission To cultivate relationships, strengthen communities, and nurture spirit, mind, and body for all. Our North Star To be a leader in creating thriving, connected, and sustainable communities - to be a place where people grow, connect, and are inspired by nature, nurturing lifelong well-being. Our Culture: The Y Experience The Y Experience is built from our mission and encompasses the values and philosophy by which we serve and operate. Welcoming We are open to all. We are a place where you can be yourself and find yourself in others. Genuine We value you and embrace your individuality. Hopeful We believe in you and your potential to do good in the world. Nurturing We support you as you become the best version of yourself. Determined We seek to strengthen relationships and community bonds, both on and off campus. Current Key Strategic Initiatives:Embed belonging across Silver Bay's culture, programs, and guest experience to ensure all who come feel welcomed, connected, and valued.Strengthen fiscal sustainability by prioritizing data-driven investments, diversifying revenue through services, grants, and philanthropy, and closing the operational deficit through efficiencies and disciplined stewardship.Enhance and evolve programs, services, and facilities to remain relevant, high-quality, and aligned with changing guests, community, and organizational needs.Position Silver Bay as a trusted community hub by deepening partnerships that expands access, service, and impact across the region.Advance service and stewardship by caring for the natural environment, fostering spiritual growth, and developing youth leadership and character through mission-centered programming. Membership:Total Number of Members: 1,283Total stays overnight (most recent year): 58,455Total distinct guests (most recent year): 13,010 Branch Information:Silver Bay operates as a single-campus association but also supports several youth programs in the local communities. Core Programs:Conferences and retreats for faith-based, nonprofit, educational, and mission-aligned organizationsHospitality and lodging services for overnight guests, families, and groupsYouth development and education programs, including the Early Learning Center, youth swim lessons and teen programmingSpiritual life programming, retreats, and chapel servicesCommunity engagement programs and partnerships serving local residents and regional organizationsArts, humanities, aquatics, and recreational programming supporting lifelong learning and well-being Annual Support Campaign:2026 Goal: $2,255,000 (excluding ongoing capital campaign)2025 Goal: $2,025,0002025 Progress Toward Goal: $2,100,000Total number of people receiving financial assistance prior year: - Respite stays: $950,000 - Community memberships: $161,028 - Youth development operating support: $315,000 - Youth development scholarships: $105,000 - Emergency housing: $39,000 - Donations to partner nonprofits: $22,000 Recent Capital Campaign: A $5,000,000 campaign is underway CEO Direct Reports (under Interim CEO, who is also the full-time Chief Operating Officer):Vice President Development & Governance Vice President Guest ExperienceVice President Sales & MarketingChief Financial Officer & Vice President Support ServicesVice President of ProgramDirector Spiritual LifeDirector FacilitiesRisk Manager Board of Trustees: 19 members with the following standing committees:Chief Executive Officer Evaluation & Compensation CommitteeFinance, overseeing Audit & Investment SubcommitteesGovernance CommitteeStrategic Planning CommitteeOutreach & Engagement Committee Financial Snapshot (as of 12/31/2025 unaudited):Current Annual Operating Expenses Size: $11,860,000Current Debt: $2,200,000Current Endowment: $19,000,000Last year operating net: $(1,970,000) unaudited/without depreciation . click apply for full job details

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