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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.
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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.
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.
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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.
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.
Provide authoritative technical advice on complex tax matters and lead the review of intricate tax returns for accuracy and compliance. Manage and mentor a small team of tax associates while developing tax models and optimizing workflows.
The Inside Broker manages a commercial casualty book of business by analyzing submissions, negotiating with carriers, and binding new and renewal business. They are responsible for the full policy lifecycle, from initial risk assessment to final issuance and invoicing.
Oversee global accounting operations, including multi-entity consolidations and intercompany eliminations across various international jurisdictions. Partner with local entities and cross-functional teams to ensure regulatory compliance and timely financial reporting.
Lead and participate in all phases of supplier management system audits focusing on social, environmental, quality, and security programs. Manage the full audit lifecycle, from planning and site evaluation to reporting non-compliances and mentoring new auditors.
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Provide expert support to educational institutions regarding financial aid software and regulatory compliance. Manage client cases, resolve complex packaging issues, and contribute to internal knowledge base documentation.
Evaluate life insurance applications to determine mortality risk and decide on approvals, declines, or the need for further information. Collaborate with agents and internal partners to ensure accurate underwriting decisions and contribute to process improvement projects.
Investigate, evaluate, and resolve complex workers compensation claims while ensuring effective communication with all involved parties. Provide exceptional customer service and maintain detailed claim documentation in accordance with corporate and statutory requirements.
The Manager of Underwriting supports RFP processes and conducts financial analyses, including repricing exercises and value proposition assessments for clients. They collaborate with cross-functional teams to monitor contract compliance and develop financial scorecards for strategic planning.
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