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The role involves processing loan applications, managing disclosures, and finalizing closing documents to ensure compliance and accuracy. The agent will also act as a subject matter expert, providing coaching and support across various operations teams.
As a Centralized Billing Specialist, you will perform all aspects of billing for Medical, Dental, and Behavioral Health claims, ensuring timely and accurate charge entry. You will also verify insurance eligibility and maintain compliance with regulations while communicating effectively with team members and providers.
The Tax Consultant will engage with customers to understand their requirements and guide them through the implementation process for OSV tax services. They will also be responsible for configuring the TaxEx application and ensuring customer satisfaction throughout the project.
The Payroll and People Operations Analyst will support payroll operations across PROG Holdings, ensuring accurate and compliant payroll processing. Responsibilities include processing multi-state payroll, reconciling payroll data, and assisting with audits and regulatory inquiries.
The VP of Tax and Global Treasurer leads the company's global tax strategy, compliance, and treasury operations to align with business objectives. This includes overseeing tax reporting, transfer pricing, cash management, and advising executive leadership on M&A and financial policies.
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The role is responsible for designing and executing statistical models to evaluate fair lending risk and conducting UDAAP and redlining analyses. Additionally, the position monitors CRA performance, manages regulatory reporting, and provides fair lending training to staff.
Develop and execute financial strategies to acquire new private banking clients and provide customized financial solutions. Act as the primary coordinator for clients to integrate various bank specialties and manage credit quality.
Lead the FP&A function by owning cash forecasting, developing analytical models, and creating actionable financial reporting to support global operations. Partner with technical teams to drive cost discipline and implement AI-enabled workflows and scalable financial systems.
Own the core systems and processes for billing, taxing, and paying Enterprise New Verticals merchants. Act as the Product Operations partner to translate merchant needs into product requirements and operational workflows.
The role involves preparing and filing federal and Texas business tax returns while ensuring compliance with franchise tax requirements. Additionally, the position provides financial guidance, manages multi-entity accounting, and prepares year-end financial statements.
Lead the monthly close process for clients in the Government Contracting sector and oversee the work of Staff Accountants. Establish positive client relationships and prepare GAAP-based financial statement packages and account reconciliations.
The role involves embedding valuation expertise into product development to refine solutions for small to medium business owners. Responsibilities include performing valuations, reviewing reports, and presenting findings to clients and financial advisors.
Teach courses within the Certified Financial Planning Certificate Program, specifically focusing on income tax planning. Responsibilities may also include curriculum design, course development, and academic advising for students.
Prepare and review complex Form 1040 income tax returns for high-net-worth individuals, including multi-state and pass-through entity filings. Provide technical guidance, training, and feedback to staff preparers to ensure accuracy and adherence to firm standards.
Oversee and manage the performance and compliance of vendor partners using a data-driven governance model. Drive service quality and customer satisfaction through the EAAP framework and regular performance reviews.
Oversee and manage the performance and compliance of vendor partners using a data-driven governance model. Drive service quality and operational execution through the EAAP framework to ensure customer satisfaction.
Conduct forensic accounting investigations to quantify economic damages and evaluate complex insurance claims for litigation matters. Prepare defensible expert reports and provide litigation support, including testifying as an expert witness.
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Serve as the primary technical subject matter expert for the Third Party Originations channel, resolving complex system blockers and diagnosing technical issues. Bridge the gap between engineering teams and external brokers to ensure efficient loan closings.
Establish and lead a centralized vendor management layer to oversee network providers and backhaul coordination. Drive operational accountability and build scalable workflows and reporting frameworks to ensure network resiliency.
Perform full-cycle accounting functions using QuickBooks Online, including managing A/R, A/P, and payroll. Lead the month-end close process and prepare accurate financial statements and insights for multiple clients.
Perform full-cycle accounting functions using QuickBooks Online, including managing A/R, A/P, and payroll. Lead the month-end close process and prepare accurate financial statements and insights for multiple clients.
Perform full-cycle accounting functions using QuickBooks Online, including managing A/R, A/P, and payroll. Lead the month-end close process and prepare accurate financial statements and insights for multiple clients.
The Senior Accountant manages core U.S. accounting functions, including general ledger maintenance and the monthly close process. They also support global financial reporting and consolidation for international entities in Germany, Spain, and South Korea.
The Senior Accountant manages day-to-day accounting operations, including general ledger activity, accounts payable, and monthly close processes. They are also responsible for preparing financial statements, regulatory filings, and supporting external audits.
Provide expert Epic EHR design, build, and troubleshooting services for complex healthcare clients. Oversee customer engagements while mentoring and coaching team members in technical and soft skills.
Prepare accurate tax returns for LLCs and S Corporations while ensuring full compliance with tax laws. Manage financial data input and collaborate with the bookkeeping team to support women-owned businesses.
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Lead the accounting team and own the month-end close process for operational expenses, ensuring compliance with U.S. GAAP. Manage the end-to-end Accounts Payable process and oversee corporate card and travel programs using NetSuite, Ramp, and Navan.
Responsible for preparing quarterly and annual financial statements, debt compliance reporting, and managing long-term incentive programs. The role involves researching technical accounting standards and supporting merger and acquisition activities.
Responsible for underwriting and marketing accounts to drive profitable growth within assigned territories. Manages agency distribution networks and maintains broker relationships to generate submissions and close new business.
Directs the origination of residential mortgage loans through customer calls and business partner referrals. Responsible for completing applications, analyzing financial data, and cross-selling other bank products.
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