Remote Financial analysis Jobs · Microsoft Office

• Support marketing efforts of financial services professionals.
• Provide administrative support, including scheduling and phone management.
• Maintain confidential member information and support compliance initiatives.

TruStage aims to make a brighter financial future accessible to everyone. They are passionate about building insurance and financial services solutions, and put people first, working to create a diverse and inclusive environment.

• Telephonically provide financial resource guidance, resources, and information to clients on various issues like budgeting, debt management, taxes, and retirement planning.
• Evaluate, troubleshoot, research, and follow up on client questions and concerns in a timely manner.
• Analyze financial information/resources and provide clients with financial strategies.

ComPsych is a worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. They combine technology with human expertise to help individuals and their organizations thrive, serving over 75,000 customers worldwide and touching more than 160 million lives across 200 countries.

• Serve as the primary liaison between customers and internal teams, fostering strong, long-term relationships.
• Analyze customer performance metrics, identify trends, and suggest improvements to optimize revenue cycle processes.
• Drive customer satisfaction, retention, and advocacy through strategic engagement, ensuring high Net Promotor Scores (NPS) and strong customer references.

HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. The employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.

• Oversee financial and accounting services and provide direction to Charter Impact Teams.
• Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition.
• Develop and maintain long-term relationships with client leadership and staff.

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. They are a remote first company growing on a national scale. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

• Increase the collection of outstanding payments.
• Identify accounts with overdue payments and find solutions.
• Maintain daily, weekly and monthly collection goals.

GoodLeap is a technology company delivering financing and software products for sustainable solutions. Over 1 million homeowners have benefited from their technology. Thousands of professionals rely on GoodLeap’s applications and developer tools to drive transparent customer communication, deeper business intelligence, and streamlined payment and operations.

• Process internal departments’ requests for information and research from clients and customers
• Collaborate with internal teams on behalf of the Default Operations team
• Research issues and questions by contacting law firms, county offices, and supporting vendors to obtain information for resolution

LoanCare is a leading full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and homeowners. They subservice over 1.8 million loans and have a seasoned loan servicing team with senior managers averaging nearly 30 years of experience.

• Ensure coordination of provider invoice activities to support timely reimbursement.
• Research and resolve claim denials that fail payer edits, preparing corrections and appeals.
• Verify patient eligibility, benefits, and health‑plan information using payer databases.

CareCentrix supports value-based care by providing care management and transition of care services. They focus on improving patient outcomes and managing healthcare costs through a range of programs and services. The company values caring, doing the right things and striving for excellence.

• Increase collection of outstanding payments.
• Identify accounts with overdue payments and find solutions.
• Maintain daily, weekly and monthly collection goals.

GoodLeap is a technology company delivering financing and software for sustainable solutions. Over 1 million homeowners have benefited from their technology, and thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s applications to drive customer communication and business intelligence.