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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.
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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.
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.
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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.
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.
Responsible for managing, analyzing, and loading data and image files to support the Mortgage Deal Setup team. The role involves maintaining file directories, ensuring data quality, and potentially managing physical media extraction and server capacity.
Investigate, evaluate, and resolve complex California workers compensation claims while managing litigation and indemnity. The role involves collaborating with clients to deliver innovative solutions and providing empathetic customer service to claimants.
Manage procurement activities for large-scale industrial construction projects, including sourcing, negotiating with vendors, and issuing purchase orders. Coordinate with project managers to track material deliveries and monitor budgets to ensure cost control and schedule adherence.
Leads risk management programs by analyzing operational vulnerabilities and implementing best practices to improve efficiency. Manages GRC tools and tracks various risks including information security, data protection, and compliance.
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Provide functional support and troubleshooting for Deltek Costpoint users to ensure effective financial business processes. Collaborate with Finance, Accounting, and IT teams to manage system enhancements, upgrades, and compliance requirements.
The Procurement Agent is responsible for managing the end-to-end purchasing operation for materials, equipment, and services while maintaining strong vendor relationships. This includes leading strategic sourcing initiatives, negotiating contracts, and implementing cost-reduction strategies to meet company objectives.
Manage client business accounts and serve as a resource for treatment funding options. Handle third-party insurance processing, benefit verification, and coordinate payment activities in compliance with agency SOPs.
The role involves building and maintaining financial models, budgets, and rolling forecasts to support leadership decisions. You will track key SaaS metrics and partner with cross-functional teams to provide actionable financial insights.
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