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Oversee general ledger accounting, financial reporting, and compliance while leading a team of accounting professionals. Drive process improvements and automation to enhance financial accuracy and support senior management decision-making.
Lead the financial modelling and analytics capability to drive profitability and optimize commercial strategy. Apply AI/ML tools to modernize reporting and provide decision support for executive leadership and the Board.
The role serves as the primary contact for client billing inquiries and manages the generation of invoices and account reconciliation. It involves auditing contracts to identify financial risks and documenting billing processes to improve operational efficiency.
Lead and develop a team of junior accountants through coaching, training, and direct performance management. Oversee full-cycle bookkeeping and month-end close processes for a portfolio of US-based SMB clients.
The role involves managing end-to-end accounting operations, including accounts payable, payroll, and the month-end close process. Additionally, the manager will handle technical accounting research, GAAP financial statement preparation, and coordinate external audits.
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Lead and execute comprehensive financial and tax planning objectives for high-net-worth clients by establishing standardized frameworks for wealth management. Supervise the financial planning team and collaborate with advisors to deliver strategic short- and long-term recommendations.
The role drives cost efficiency by analyzing supplier markets and developing strategic procurement strategies. It involves creating data-driven insights and dashboards to optimize sourcing outcomes and strengthen the supplier portfolio.
Evaluate life insurance applications by investigating financial, medical, and non-medical backgrounds to determine insurability. Responsible for the final action of acceptance, modification, or declination of risks within assigned approval limits.
Responsible for completing premium audits for Property & Casualty policies, specifically Worker's Compensation and General Liability, via telephone. The role ensures accurate classifications and exposure amounts for policyholders.
Lead strategic tax planning and advisory meetings for entrepreneurs and real estate investors to optimize tax outcomes. Oversee the preparation of complex returns and mentor team members to scale the firm's technical standards.
Lead the tax department by overseeing both compliance and advisory services while serving as the senior technical authority. Manage and develop a team of tax professionals and drive the growth of Tax Advisory Services for high-net-worth and business clients.
Lead tax engagements and serve as a trusted advisor for businesses, entrepreneurs, and family offices. Manage the preparation and delivery of tax compliance, consulting services, and quarterly projections.
Directs the corporate pricing organization, overseeing strategic planning, budget analysis, and the development of cost proposals for major strategic bids. Manages personnel and financial resources while ensuring compliance with estimating system manuals and federal regulations.
Responsible for the end-to-end origination of residential first mortgage loans, from application to closing. This includes developing referral networks with realtors and builders while meeting sales and cross-selling objectives.
Responsible for the end-to-end origination of residential first mortgage loans, from application to closing. This includes developing referral networks with realtors and builders while meeting sales and cross-selling objectives.
Responsible for the end-to-end origination of residential first mortgage loans, from application to closing. This includes developing referral networks with realtors and builders while meeting sales and cross-selling objectives.
Lead tax compliance and consulting engagements for private foundations and not-for-profit organizations. Manage the full project lifecycle, including planning, reviewing staff work, and providing strategic tax advice to clients.
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The role focuses on building financial analytical intelligence to drive strategic decision-making and scaling the FP&A function. Responsibilities include generating actionable insights from complex datasets, designing BI infrastructure, and partnering with senior leadership to optimize business performance.
The Accounting Manager will own the full-cycle month-end close and lead external audits as the primary point of contact. They will also drive process improvements, implement corporate accounting policies, and support critical projects like the NetSuite migration.
Manage key accounting functions including monthly close procedures, payroll, and reconciliations across multiple affiliated entities. Support audit and tax processes while ensuring compliance with GAAP standards and organizational policies.
Analyze payment acceptance rates, chargebacks, and fraud metrics to develop growth strategies and optimize processor allocation. Collaborate with development teams to implement e-commerce platform enhancements and design performance reporting tools.
Provide lending services and financial advice to customers for purchasing, refinancing, or constructing real estate. Manage the loan process from origination to closing, including underwriting, documentation review, and developing referral relationships.
Conduct annual inspections for multifamily and commercial properties to identify risks and ensure compliance with investor requirements. Collaborate with asset managers to implement risk mitigation strategies and train analysts to become certified quality inspectors.
Develop and manage financial and programmatic cost models for new and existing products while collaborating with strategic business units and Finance. Oversee underwriting procedures and provide rate recommendations to senior management for approval.
Serve as the primary US tax subject matter expert to guide the development and enhancement of tax software solutions. Translate complex tax legislation and regulatory changes into practical software requirements and functional capabilities.
The role supports premium rate development and pricing strategies for the Large Group market through financial impact studies and predictive modeling. It also ensures regulatory compliance, including Mental Health Parity reviews and state/federal rate filings.
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Lead the global Financial Intelligence Unit, overseeing transaction monitoring, sanctions escalations, and financial crime investigations across multiple regions. Ensure regulatory compliance and reporting standards are met while developing investigative playbooks and managing a global team of analysts.
The specialist will research tax form layouts and use Label Studio to draw precise bounding boxes and define field relationships. They are responsible for exporting and validating JSON/YAML annotations to ensure accurate data overlays on source PDFs.
The Legal Auditor reviews active files within cloud-based document management systems to capture key data points. They evaluate file handling to identify exceptional efforts and areas for improvement while participating in calibration exercises.
The Legal Auditor reviews active files using cloud-based systems to capture key data points and evaluate file handling. The role involves identifying opportunities for improvement and participating in calibration exercises to ensure quality assurance.
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