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Build and scale a strategic growth channel by managing relationships with Private Equity and Growth Investor firms to drive AI adoption across their portfolio companies. You will be responsible for sourcing enterprise pipeline and ARR through the creation of a scalable investor partner ecosystem.
Manage day-to-day financial reporting accuracy and general ledger maintenance for nonprofit clients. Coordinate month-end close processes and prepare monthly reporting packages including KPIs and metrics.
Lead pricing strategies and actuarial initiatives for business segments while evaluating care management models and designing insurance products. Provide strategic thought leadership to improve processes, reduce risks, and manage external partnerships with vendors and regulators.
The Staff Accountant is responsible for maintaining accounting records and ensuring reconciliation with company standards. Key duties include reporting financial information, performing balance sheet reconciliations, and consolidating multi-company financial statements.
Design and maintain sophisticated financial models for GTM operating expenses and lead variance analysis to provide actionable insights for leadership. Serve as a strategic business partner to GTM leaders to manage budgets, headcount planning, and optimize sales and marketing efficiency.
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Handle inbound Medicare and Medicaid calls to assist an elderly population with their health benefits. Provide guidance and answer questions during the open enrollment period.
Lead regional plants in financial analysis, partnering services, and maintaining controls to ensure policy compliance. Drive profitability and cash flow through strategic planning, forecasting, and the oversight of operational financial areas.
Lead audit and assurance engagements for public sector and not-for-profit clients from planning through completion. Manage client relationships, mentor staff, and contribute to practice growth through business development and technical expertise.
Support senior advisors in analyzing client data and preparing macroeconomic financial models. Manage existing client relationships and collaborate on local business development and educational marketing events.
Support Senior Advisors in analyzing client data and preparing macroeconomic financial models while participating in joint-planning meetings. Manage existing client relationships and collaborate on local business development and educational marketing events.
The role involves independently managing full-cycle property accounting, including AP/AR, general ledgers, and financial statements for a commercial real estate portfolio. Key duties include producing monthly reports, conducting internal audits, and ensuring seamless month-end and year-end closes.
Responsible for evaluating borrower eligibility by analyzing applications, credit standings, and financial documentation. Coordinates the submission process to underwriting and manages the closing and funding conditions.
Gather missing information via phone or correspondence to ensure accurate billing for clients, patients, and third-party insurances. Handle escalated customer situations with empathy while maintaining professional client relationships in a fast-paced environment.
The role focuses on managing the inventory and costing cycle, including standard costing, variance analysis, and inventory valuation. It involves performing month-end close activities and partnering with supply chain and technical operations to drive profitability.
Supports the AVP of FP&A in executing financial planning, budgeting, and long-range planning to provide actionable insights for university leadership. Develops financial models and dashboards to improve operating margins and support strategic institutional growth.
The Controller will manage full-cycle accounting operations and financial reporting for a portfolio of retail and food service companies. They will serve as a strategic advisor to business presidents to optimize profitability, manage inventory, and drive operational clarity.
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Acts as the bridge between the AI reconciliation platform and finance teams by guiding implementations and answering technical accounting questions. Collaborates with Sales, Customer Success, and Product teams to refine the platform based on practitioner needs.
Research, draft, and edit practitioner-facing US federal tax articles using AI tools to expand the company's content library. Perform technical reviews of content for accuracy and collaborate with data scientists to improve AI tax research tools.
Deliver exceptional support to 50 or more callers per day regarding billing and guidance. Serve as a subject matter expert to support team members and build strong internal and external relationships.
Manage the accurate preparation and filing of state and federal tax forms for clients. Develop strategic tax plans and implement process improvements to ensure compliance with international and domestic tax laws.
Provide compassionate support to 50-70 callers daily, resolving escalated billing and healthcare concerns. Guide members through complex health care plans and solutions to ensure they access the right care.
Provide compassionate support to 50-70 callers daily, resolving escalated billing and healthcare concerns. Guide members through complex healthcare plans and processes to ensure they access the right care.
Provide compassionate support to 50-70 callers daily, resolving escalated billing and healthcare concerns. Guide members through complex health care plans and solutions to ensure they access the right care.
Provide compassionate support to 50-70 callers daily, resolving escalated billing and healthcare concerns. Guide members through complex health care plans and solutions to ensure they access the right care.
Responsible for accurate professional fee coding and auditing of surgical service lines to ensure compliance with payer and regulatory standards. The role involves identifying coding risks, analyzing denials, and collaborating with providers to improve documentation specificity.
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Manage day-to-day financial reporting accuracy and general ledger maintenance for nonprofit clients. Coordinate month-end close processes and prepare monthly reporting packages including KPIs and metrics.
Manage day-to-day financial reporting and general ledger accuracy for nonprofit clients. Coordinate month-end close processes and prepare monthly reporting packages including KPIs and metrics.
Conduct cybersecurity risk assessments and technology reviews for financial services initiatives, with a heavy focus on AI and Machine Learning governance. Act as a trusted advisor to integrate security controls and risk management throughout the project lifecycle.
Drive sales of mutual funds, annuities, and insurance products by proactively marketing to leads and cultivating relationships with Regional Vice Presidents. Responsibilities include conducting high-volume outbound calls and documenting all sales activities within the CRM system.
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