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Meet with clients to identify financial goals and educate them on protection planning and retirement strategies. Build a professional practice through networking, referrals, and community outreach while working with mentors.
Virtually educate clients on financial priorities, protection planning, and retirement strategies to identify gaps in their financial plans. Build long-term client relationships through networking, referrals, and ongoing support.
Manage day-to-day treasury operations, including cash monitoring, payment execution, and bank account administration. Perform full-cycle accounting and monthly close activities for assigned legal entities while supporting process improvements.
Lead the structuring, analysis, and approval of complex commercial credit transactions while managing portfolio risk. Serve as a strategic advisor to senior leadership and mentor junior credit professionals in risk management best practices.
Provide personalized retirement and financial planning experiences for customers and their families. Meet with existing and prospective clients to plan their financial futures using company-provided technology and marketing tools.
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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.
Lead complex pharmacy pricing and rebate guarantee analyses for existing and prospective clients. Partner with senior leadership to provide strategic pricing guidance and mentor junior actuarial team members.
Lead the tax compliance and operational workflows for funds holding digital assets, including transaction reconciliation across wallets and exchanges. Collaborate with engineering and accounting teams to scale crypto tax processes and ensure reporting accuracy.
Responsible for applying accounting principles to examine financial transactions, statements, and records for accuracy and GAAP compliance. Duties include reconciling reports, monitoring federal and state funds, and preparing financial summaries.
The Advisor Consultant is responsible for growing assets and managing relationships with financial advisors at major wirehouses and broker-dealers in the Pac NW territory. This involves promoting mutual funds, SMAs, ETFs, and alternative investment strategies through meetings, events, and strategic business planning.
The Senior Benefits Specialist manages employee benefits programs and serves as the primary lead for client service and renewal implementation. Key duties include leading Open Enrollment, coordinating with carriers, and ensuring regulatory compliance for a portfolio of 20-30 clients.
Oversee tax engagements from planning to delivery with a specific focus on real estate entities. Manage staff deliverables, conduct complex tax research, and communicate directly with clients and tax agencies.
Own the end-to-end payroll implementation process, including data migration, tax setup, and client onboarding. Collaborate with product and engineering teams to design and scale repeatable implementation playbooks and processes.
Lead strategic sourcing, vendor negotiations, and procurement operations to ensure cost efficiency and operational effectiveness. Manage global procurement staff across the US, APAC, and LATAM while overseeing the full contract lifecycle.
Manage a portfolio of Property and Casualty accounts by assessing risks and determining coverage terms and premiums. Build and maintain professional relationships with brokers to drive new business and maximize retention.
Lead internal analysis and reporting by measuring KPIs in sales and loss performance while managing risk in dealer reinsurance relationships. Collaborate cross-functionally to improve data architecture and analyze claims behavior for pricing and coverage enhancements.
The consultant will support the implementation, optimization, and modernization of SAP S/4 HANA Finance and Treasury modules. Key duties include process design, system testing, and developing documentation aligned with public sector standards.
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The Manager of Underwriting supports RFP processes and conducts financial analyses to evaluate value propositions and contract compliance. They oversee repricing exercises, build complex financial models, and collaborate with cross-functional teams to drive organizational growth.
Execute end-to-end US payroll processing across multiple legal entities while ensuring compliance with federal, state, and local regulations. Support the transformation of the global payroll function by identifying process improvements and maintaining SOX-compliant documentation.
Connect with clients to educate them on financial services and recommend tailored solutions to protect their financial future. Manage a remote sales pipeline and participate in ongoing professional development and coaching.
Produce comprehensive financial plans and detailed tax and estate analyses for a network of affiliated advisors. Help build and scale the centralized planning function by defining workflows and mentoring junior planners.
Lead client relationships to provide comprehensive health and welfare support, strategic recommendations, and innovative financial solutions. Co-lead the development of actuarial models and standards while mentoring a team of associates.
Drive awareness and adoption of Polymarket within student and early-career communities through content creation and local programming. Surface market trends and narratives while collaborating with growth, marketing, and markets teams.
Conduct internal and external quality audits focused on ICD-10 code abstraction accuracy and completeness. Manage risk adjustment operations, including medical record reviews and the implementation of process improvements to maximize risk adjustment factors.
The role focuses on structuring and pricing reinsurance solutions for life insurance products to ensure financial success and appropriate risk-return profiles. It involves collaborating with clients and internal departments to manage deals, construct treaties, and implement transactions.
Own and improve the global forecasting ecosystem for orders and revenue while partnering with Sales and Finance to drive data-driven business strategies. Lead the development of executive-level commercial insights and manage funnel health metrics to optimize conversion outcomes.
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Own the tax compliance and reporting function, managing federal and state filings for partnership and corporate entities. Serve as the primary contact for third-party tax preparers and handle investor communications regarding K-1s.
Conduct internal and external quality audits focused on ICD-10 code abstraction and clinical documentation improvement. Manage daily risk adjustment operations, including medical record reviews and reporting audit trends to leadership.
The Strategic Finance Lead will own the company's integrated operating model and lead annual planning, forecasting, and budgeting processes. They will serve as a strategic partner to leadership across GTM, Product, and Engineering to drive resource allocation and financial visibility.
Execute end-to-end US payroll processing across multiple legal entities while ensuring accuracy and regulatory compliance. Support the transformation of the global payroll function by identifying process improvements and maintaining audit-ready documentation.
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