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Lead complex direct state and local tax engagements for investment funds and asset management clients, focusing on compliance and strategic consulting. Serve as a technical subject matter expert on New York state tax while mentoring team members and driving practice growth.
Manage the end-to-end underwriting process, including processing submissions, issuing quotes, and managing policy bindings and endorsements. Foster strong relationships with agency partners to drive profitable growth and ensure high client satisfaction.
Convert high-volume inbound leads for DSCR, RTL, and consumer mortgage products while structuring deals for real estate investors. Manage the end-to-end pipeline from qualification and documentation to funding in collaboration with underwriting and capital markets.
Manage and underwrite a book of middle market business to achieve profitability and financial objectives. Build strong relationships with agents and collaborate with internal units like loss control and claims to drive strategic initiatives.
The role involves applying existing guidelines and procedures to make varied departmental decisions. The accountant uses sound judgment to solve moderately complex problems based on precedent and experience.
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Oversee licensed mortgage activities and regulatory compliance for the company in the state of Utah. Supervise licensed mortgage loan originators and provide subject matter expertise on HELOC strategy and go-to-market operations.
The role involves preparing and analyzing financial reports and managing individual and business tax returns. Responsibilities include bookkeeping, monthly closing of books, and supporting client onboarding and retention initiatives.
Guide clients through the mortgage process by assessing financial needs and recommending tailored loan products. Manage the end-to-end loan application process, from initial lead engagement to final closing, while collaborating with internal processing teams.
Conduct residential and commercial field property inspections and general liability investigations to determine negligence and damages. Investigate claims through recorded statements and official reports to recommend reserves and analyze coverage issues.
Conduct residential and commercial field property inspections and general liability investigations to determine negligence and damages. Prepare detailed captioned reports, recommend claim reserves, and analyze coverage forms and endorsements.
Conduct residential and commercial field property inspections and general liability investigations to determine negligence and damages. Prepare detailed reports, recommend claim reserves, and analyze coverage forms and endorsements for clients.
Lead the FP&A function by managing budgets, forecasts, and financial reports to ensure sustainable resource allocation. Provide strategic financial advice to the CFOO and regional leaders while overseeing financial operations and systems.
Oversee the preparation and review of complex partnership and corporate tax returns with a focus on Renewable Energy. Lead client engagements, mentor staff, and develop tax quality control policies to optimize client tax liabilities.
Responsible for the end-to-end execution of Workday PATT project lifecycles, from discovery and design to configuration and deployment. Acts as a subject matter expert to provide strategic consulting and guidance to clients and internal colleagues.
The role involves underwriting real estate title insurance commitments and policies while providing guidance to company personnel on settlement services. The Associate Commercial Underwriter is responsible for authorizing customer issues and issuing underwriting standards according to company guidelines.
Lead the organization's global financial strategy, compliance, and risk oversight to ensure long-term sustainability. Partner with the CEO and Board to manage multi-country growth, government co-financing, and blended-finance approaches.
The Project Billing Analyst manages the vendor invoice validation process, ensuring accuracy and compliance with contract terms. This role acts as a liaison between project managers, vendors, and finance teams to resolve billing irregularities and monitor project burn rates.
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Perform independent risk assessments of complex property exposures to determine replacement costs and identify material risk factors. Partner with underwriting teams to recommend loss prevention strategies and communicate findings to members.
Underwrite residential mortgage loans to ensure compliance with agency, investor, and bank guidelines while utilizing automated underwriting systems. Act as an expert resource for complex loan scenarios and perform second reviews of denied loans.
Transition and manage an existing book of business on a high-payout platform while maintaining full ownership of client relationships. Deliver comprehensive wealth management advice and participate in firm growth and leadership initiatives.
The role focuses on reviewing, diagnosing, and correcting the Dayforce payroll system to improve data accuracy and system reliability. Key duties include configuring pay rules, streamlining payroll processes, and developing reporting dashboards for operational insights.
Responsible for the implementation, support, maintenance, and optimization of Epic and third-party applications for professional billing. This includes designing workflows, performing comprehensive testing, and collaborating with stakeholders to meet operational business requirements.
The Accounts Payable Clerk is responsible for entering invoices, reconciling supplier records with purchase orders, and managing vendor payment issues. They also handle finance mail, weekly deposits, and maintain patient confidentiality in compliance with HIPAA.
Responsible for administering reinsurance agreements, accounting, and reporting, including the preparation of settlements and analysis of operating results. The role involves onboarding new treaties, maintaining reinsurance systems, and ensuring compliance with SOX and audit standards.
Lead mortality analytics and actuarial assumption modeling to improve product competitiveness and financial integrity. Own mortality-related inputs across product development, forecasting, and financial reporting while collaborating with underwriting and data science teams.
Lead the global financial reporting architecture, including the preparation and filing of SEC documents and the management of technical accounting policies. Oversee SOX compliance, global stock administration, and the optimization of financial reporting technologies.
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The role involves applying actuarial techniques and statistical analysis to functions such as pricing, claim trends, and profitability. The analyst is responsible for developing data queries, creating studies for decision-makers, and participating in the Actuarial Executive Development Program.
Investigate, evaluate, and resolve property claims by determining coverage validity and estimating damages. Negotiate settlements with clients and contractors while collaborating with outside experts to ensure fair resolutions.
Own strategic financial reporting, scenario modeling, and the consolidation of the company's operating model. Partner with executive teams to provide financial expertise for investment decisions and lead the quarterly forecasting and annual planning cycles.
The primary duty is to sell mortgage loans by generating new business through relationships with real estate professionals. Responsibilities include analyzing borrower financials, counseling clients on loan products, and managing the application process through to closing.
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