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The CFO will own the entire finance function, building scalable infrastructure and streamlining processes through modern tools and automation. Key duties include developing pricing strategies, managing cash flow for a bootstrapped business, and partnering with sales for forecasting.
Develop the financial blueprint to scale the company to $100M ARR and evolve pricing models for AI agents. Lead the finance function, manage investor relations, and partner with executive leadership on strategic decisions.
Evaluate life insurance applications to determine approval or decline based on mortality risk for cases up to $2.5 million TAAR. Communicate decisions and requirements to agents and internal partners while contributing to process improvement projects.
Manage and resolve complex California workers compensation claims by analyzing exposure and planning appropriate courses of action. Coordinate with various parties to ensure effective communication and provide empathetic customer service to claimants.
Lead the architectural integrity and development of core financial and billing infrastructure while managing a high-performing engineering team. Bridge the gap between business strategy and technical execution to ensure scalable, secure, and compliant billing platforms.
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The role involves building financial models, projections, and pricing strategies to drive data-driven decisions. The lead will also manage investor relationships and collaborate with the CEO and accounting firms on reporting.
Assist lead researchers in creating detailed investigative reports for commercial real estate loan transactions. Use public records and proprietary data to mitigate financial, regulatory, and reputational risks.
Lead the strategic direction of the Complex Accounting & Litigation practice by overseeing forensic accounting and expert witness engagements. Focus on expanding the book of business, mentoring investigative professionals, and cultivating long-term client relationships.
The Claims Specialist I coordinates authorized hearing healthcare for employees with workers' compensation claims. This involves managing communication between clients, providers, and patients while ensuring adherence to Service Level Agreements.
Facilitate the homeownership process by managing loan production and utilizing proprietary systems. Focus on making deals happen through streamlined underwriting and transparent pricing.
The role involves the technical review of tax returns and formulating recommendations for individuals, trusts, and businesses. It requires collaborating with partners and clients to resolve complex tax issues and foster growth in client relationships.
Lead the strategic direction of the Complex Accounting & Litigation practice by overseeing forensic accounting and expert witness engagements. Focus on expanding the book of business, mentoring investigative professionals, and cultivating long-term client relationships.
The role involves providing financial analysis and strategic planning to support operational growth across various industrial businesses. Responsibilities include driving process efficiencies and partnering with leadership to create long-term value through sound financial management.
You will meet with existing and prospective clients to plan their financial future. Utilize company-provided technology and tools to improve your operation and expand your business.
The Senior Tax Accountant will build and scale the company's internal tax processes and strategies while managing external tax advisors. Key duties include owning the ASC 740 tax provision process, managing audits, and leading special projects like R&D tax credits and international expansion.
Perform independent clinical reviews of short-term and long-term disability claims to ensure clinical appropriateness and policy consistency. Document evidence-based findings and provide professional recommendations to adjudicators and medical directors.
The role involves monitoring customer accounts for fraudulent activity and designing strategies to prevent identity theft and credit abuse in loan applications. The lead will manage fraud rules and scores while collaborating with internal stakeholders and law enforcement to mitigate risk.
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The Model Controller will support the execution of Tier 3 and 4 exercises for the US Air Force and Joint/Coalition partners. Responsibilities include building realistic mission plans and executing USAF tactics and procedures in a synthetic environment.
Investigates and settles property claims for farm and home owners through on-site inspections and interviews. Manages the full settlement process, including determining coverage, setting reserves, and maintaining relationships with agents and mutual managers.
Manage and resolve complex indemnity and lost time workers compensation claims through analytical decision-making and strategic planning. Coordinate with claimants and clients to ensure effective communication and adherence to statutory and corporate policies.
The Senior Financial Advisor serves as a strategic leader providing sophisticated financial, estate, and investment planning for high-net-worth individuals and institutions. They are responsible for scaling their practice using the company's integrated platform and collaborating with regional directors to deliver comprehensive client outcomes.
The Director of Finance will lead FP&A, manage complex financial models, and package the business model for external stakeholders. They will also support the Deal Desk in structuring enterprise deals and build out the finance function as the company grows.
Lead the accounting policy and financial reporting function to ensure accurate and compliant reporting under US GAAP. Oversee financial statement preparation, internal controls, and the accounting implications of complex transactions and new products.
Lead and mentor a team of accounting professionals while providing strategic controllership and advisory services to multiple clients. Manage month-end closings, financial reporting, budgeting, and KPI development to drive strategic decision-making for clients.
Serve as a virtual CFO for multiple clients, providing strategic financial guidance and managing growth strategies. Oversee financial operations including budgeting, forecasting, and the execution of financial transactions like fundraising and acquisitions.
Provide start-to-finish bookkeeping services for approximately 10 clients across various industries. Tasks include managing bank feeds, paying bills, invoicing, and performing account reconciliations.
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Lead tax compliance, planning, and strategic initiatives to support organizational growth and expansion into new markets. Act as a strategic advisor to executive leadership on the tax implications of entity structuring, acquisitions, and healthcare operations.
The Senior Accountant will manage financial reporting, general ledger integrity, and month-end close processes. They will also oversee accounts payable/receivable, perform balance sheet reconciliations, and support automation initiatives within the ERP system.
The FP&A Analyst coordinates and supports the business by providing actionable information to support operational and strategic decision-making. This includes analyzing diverse sets of data and interpreting financial information to make recommendations to senior management.
Lead and scale enterprise capital planning and investment governance across Technology, Product, Engineering, and Operations. Own the end-to-end capital planning lifecycle from intake and prioritization to performance evaluation and executive reporting.
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