The consultant conducts cost segregation studies by analyzing construction costs and property documents to identify assets qualifying for shorter depreciation schedules, helping real estate owners maximize tax savings and improve cash flow. Key duties include costing construction components using accepted techniques, performing site inspections, analyzing payment applications, and generating detailed technical reports.

The Financial Consultant will lead complex financial and operational analyses to drive strategic decision-making within the Financial Planning & Analysis function, specifically supporting the Commercial Lines division. This includes leading quarterly forecasting, planning processes, and managing management/Board of Directors reporting for the Commercial Lines P&L and Balance Sheet.

This role involves handling complex assignments, formally supporting the Team Manager as a leader, and acting as the primary member-facing contact on client accounts. Responsibilities include serving as the dedicated Health Pro communicator, supporting operational planning, mentoring Health Pros, and acting as a patient advocate daily.

This hybrid role involves acting as a Business Development Consultant supporting external sales professionals 50% of the time by driving activity, cultivating partnerships, and providing sales support. The other 50% requires acting in a Regional Vice President capacity, actively cultivating new business and selling directly to advisors with a personal sales target.