Financial Specialist

🔥 21 hours ago

🥔 Idaho – Remote

🥔 Idaho – Remote

💵 $45k - $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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ComPsych

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1984

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

ComPsych is a leading provider of employee assistance programs (EAP), offering mental health and wellness services to employees and their families. The company focuses on improving workplace productivity by providing support services that help employees manage personal and work-related challenges. ComPsych's solutions include counseling, crisis intervention, and various wellness programs designed to enhance overall employee satisfaction and performance.

📋 Description

• Provide telephonic financial guidance and resources to diverse populations of clients • Act as an advisor/consultant on budgeting, debt management, taxes, and retirement planning • Evaluate, troubleshoot, research, and follow up on client questions and concerns • Analyze financial information and resources and provide clients with financial strategies • Work independently while fostering a team environment through knowledge and resource sharing • Participate in or lead special projects as assigned

🎯 Requirements

• Bachelor’s Degree in Finance, Business, or Accounting required • Current CPA, CFP or other finance certification/licensure preferred • Proficiency in Microsoft Office Suite • Exceptional communication skills and strong focus on customer service • Motivated self-starter • Quick thinking, high energy, positive, and professional • Demonstrated multi-tasking and critical thinking skills • Must have high-speed internet and workspace free from distraction, disruption or noise • Ability to be on camera when attending work related trainings, meetings and/or events • Must be able to sit or stand at desk for prolonged periods of time while working on a computer

🏖️ Benefits

• Paid Time Off (PTO) • Medical insurance • Dental insurance • Vision insurance • 401(k) with match • Robust EAP • Wellness program

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