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Provide customers with education and guidance regarding retirement product solutions such as account rollovers and annuities. Identify multi-product needs and collaborate with relationship managers to initiate product requests.
Lead the Bad Faith/Unfair Claims Processing Program by investigating complex workers' compensation situations and enforcing regulatory compliance. Conduct audits, issue awards, and provide technical guidance and training to internal and external stakeholders.
Lead and optimize the corporate finance team while partnering with senior leadership to develop KPIs and financial forecasting tools. Drive strategic growth through budgeting, ROI maximization, and support for M&A and fundraising activities.
The CFO will strategically scale financial operations, ensure fiduciary and legal compliance, and manage the organization's internal controls and risks. They will lead the finance team and serve as the primary liaison to the Board of Directors' Finance Committee.
Focus on developing new business opportunities and servicing existing clients within the Community Association Industry. Responsibilities include cold calling, attending trade shows, and promoting banking products while managing a portfolio of deposits and loans.
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Develop, coordinate, and negotiate financial budgets for NIH and pharmaceutical sponsored clinical research trials. Resolve issues related to billing, milestones, and payments while serving as a budgeting resource for clinical projects.
The role is responsible for supporting, tracking, and auditing payroll technology systems, specifically UKG ProWorkforce Management and Oracle. It involves partnering with HR, IT, and Finance to ensure payroll tax accuracy and system integrity for approximately 14,000 employees.
Conduct detailed post-closing reviews of residential mortgage loan files to ensure accuracy, completeness, and salability. Coordinate with cross-functional teams to resolve documentation deficiencies and ensure collateral files are prepared for investor purchase.
Lead the accounting function by owning the integrity of financial reporting, month-end close, and audit readiness. Implement AI and automation to streamline AP/AR workflows and modernize accounting operations.
Lead the company's FP&A, treasury, and strategic finance functions to support a scaling SaaS business. Partner with the CFO and executive team to drive financial strategy, optimize capital, and provide actionable insights for business growth.
Own the monthly business review, OKR process, and financial infrastructure to support forecasting and budgeting. Drive variance analysis on Opex and lead cross-functional initiatives to improve profitability.
Responsible for the investigation, evaluation, and disposition of lost time workers' compensation claims across several US jurisdictions. The role involves managing litigation activities, setting reserves, and coordinating with medical experts and legal counsel.
Lead internal legal resources for project finance and tax monetization transactions to support U.S. growth in renewable energy. Partner with senior leadership and external counsel to structure, negotiate, and execute complex financing and commercial agreements.
The Senior Accountant supports the accounting and operations functions for a portfolio of Venture Capital and Private Equity clients. Key duties include processing financial transactions, reviewing staff accountant work, and ensuring banking transactions comply with US GAAP.
Drive proactive account growth and profitability by developing strategic relationships with top-level executives and managing the account P&L. Responsible for identifying new opportunities, minimizing renewal erosion, and delivering tailor-made technical solutions to ensure customer success.
The FP&A Manager will lead company-wide financial planning, budgeting, and forecasting while owning a Business Unit P&L. They will also administer financial planning software and provide strategic analysis to support executive decision-making.
Serve as the dedicated compensation partner for the Product and Technology organization, supporting senior leaders with offers, leveling, and equity reviews. Lead end-to-end compensation cycles, including market benchmarking and the development of compensation tools and frameworks.
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The Processor manages loan files from submission through underwriting and closing, ensuring all documentation is complete and accurate. They communicate daily with loan officers, borrowers, and underwriters to clear conditions for final loan approval.
The role involves preparing event flash reports and managing accounting for venue revenue and expense accounts. Key duties include reconciling general ledger accounts, entering month-end journal entries, and ensuring compliance with GAAP and Sarbanes-Oxley requirements.
Responsible for the packaging and closing of SBA and USDA loans, ensuring full compliance with program policies and procedures. This role manages the loan pipeline, coordinates with third-party vendors and attorneys, and handles the disbursement of funds.
The Insurance Analyst monitors and manages insurance exception reports and assists with internal vendor audits and compliance. They collaborate with Asset and Escrow Managers to maintain the integrity of insurance coverage for the loan portfolio.
Responsible for preparing federal and state income tax returns, managing tax accruals, and ensuring compliance with GAAP and SOX controls. Higher levels involve researching complex tax laws, coordinating audits, and providing guidance to junior staff.
The analyst will produce core recurring deliverables including monthly reporting packages, board reporting, and annual budgets for a portfolio of veterinary hospitals. They will also partner with regional leadership to translate hospital performance into actionable business decisions and modernize the FP&A tech stack.
Lead and mentor a small team of accountants to ensure the delivery of high-quality financial reports and reconciliations for eCommerce clients. Optimize accounting workflows through automation and help clients understand the financial story behind their numbers.
Provide advanced technical oversight for complex tax engagements and guide overall strategy and quality standards. Mentor emerging leaders and support firm leadership in strengthening best practices and documentation.
Provide advanced technical oversight for complex tax engagements and guide overall strategy and quality standards. Mentor managers and emerging leaders while strengthening firm best practices and supporting leadership needs.
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The Financial Services Associate supports a Financial Services Manager by executing high-level financial reporting and month-end closes. They act as a trusted partner for small business clients, managing AP/AR and ensuring customer satisfaction.
Originate quality mortgage loans for low-to-moderate income and minority borrowers in partnership with non-profit organizations. Act as a community representative by providing financial literacy training and managing relationships with housing partners.
Oversee the quality assurance of month-end close processes and financial reporting for a portfolio of consumer brand clients. Review bookkeeper work, enforce accounting standards, and manage ecommerce-specific reconciliations and inventory costing.
Build and lead an AI-native tax preparation firm from the ground up, establishing legal, operational, and compliance infrastructures. Manage the end-to-end preparation and signing of individual tax returns while collaborating with engineering teams to automate workflows.
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