
1 - 10 employees
Founded 1998
💸 Finance
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
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1 - 10 employees
Founded 1998
💸 Finance
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
• Manage day-to-day accounting operations, including general ledger maintenance and reconciliations. • Oversee bookkeeping and ensure accurate financial recordkeeping. • Process and manage payroll. • Prepare monthly, quarterly, and annual financial statements. • Assist with budgeting, forecasting, and cash flow management. • Handle accounts payable and accounts receivable oversight. • Monitor revenue recognition and financial reporting. • Support month-end and year-end close processes. • Assist with audit preparation and tax-related documentation. • Maintain compliance with GAAP and healthcare accounting best practices. • Partner closely with the Revenue Cycle Management Director to support billing, collections, reimbursement reporting, and financial analysis. • Identify opportunities to improve financial processes and operational efficiency. • Assist leadership with financial reporting and ad hoc analysis as needed.
• Experience in healthcare accounting is required • Behavioral health accounting experience is strongly preferred • CPA designation is preferred but not required • Experience with bookkeeping, payroll, financial reporting, and general accounting functions • Understanding of healthcare revenue cycle concepts is highly desirable • Strong attention to detail and organizational skills • Ability to work independently while collaborating with cross-functional teams • Proficiency with accounting software and Microsoft Excel • Excellent analytical and problem-solving abilities • Comfortable working in a growing, fast-paced organization where responsibilities may evolve over time.
• Remote or hybrid work options • Opportunity to grow into a larger financial leadership role as the organization continues to expand • Collaborative leadership team with direct exposure to executive decision-making • Meaningful opportunity to make an impact within a mission-driven behavioral healthcare organization
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