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The role involves acting as a Workday Services Partner, offering services, tools, expertise, and learning programs to higher education institutions for Workday deployment. This specialization includes Workday Student deployments as well as Workday HCM and Workday Financials Management projects.
The role involves underwriting new and renewal business, approving policy changes, and maintaining workload according to company guidelines, while also providing leadership to an underwriting team. Essential duties include meeting production goals, supervising teams, developing client relationships, and monitoring production quality measures to minimize risk.
The primary purpose is to act as a Payroll Resource/Specialist, providing support, guidance, and communication to field operations staff regarding payroll functions for an assigned portfolio of affiliated companies across multiple states. This involves overseeing payroll processes, coordinating related HR and Benefits customer service, and resolving payroll-related inquiries and issues.
The primary responsibility is introducing the company's unique IT solutions to potential clients within the consultant's existing network and maintaining those client accounts. This involves referring solutions where they are complimentary, developing client relationships, assisting with presentations, and aiding in contract negotiation and sales closure.
The Financial Analyst will coordinate the region’s month-end closing and consolidation process, preparing and interpreting consolidated financial statements for management. Key duties also involve analyzing financial performance, assessing KPIs, preparing projections, and assisting with budgeting and year-end activities.
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This role supports treasury operations, financial reporting, and compliance by analyzing treasury activity, supporting accounts receivable processes, and preparing necessary financial reports. Key duties include developing treasury policies, monitoring activity, performing banking activities like ACH processing, and supporting special projects.
The consultant will implement and configure enterprise-scale Workday solutions for global customers, building relationships to shape and deliver solutions aligned with customer needs. They will also provide guidance to customers, understand their requirements, and support junior team members by sharing knowledge.
The Tax Manager is responsible for delivering high-quality, technically sound tax work, handling the review, signing, and client relationship management for engagements of appropriate complexity. They will also act as a technical resource for junior staff while maintaining an active workload of assigned returns.
The Tax Senior will be responsible for preparing and reviewing complex tax compliance engagements for individuals and businesses, while also assisting with tax planning and advisory projects. This role involves providing guidance and training to staff accountants to ensure accuracy and compliance with professional standards.
The Tax Manager will lead and review tax compliance and advisory engagements for individuals and businesses while collaborating with firm leadership on strategy and planning initiatives. This role also involves supervising and mentoring junior staff accountants to ensure high-quality client service delivery.
The Junior Actuary will assist with developing pricing strategies, refining underwriting guidelines in collaboration with senior actuaries, and analyzing company data to support pricing and strategy decisions. Responsibilities also include calculating group rates, contributing to executive reports, and maintaining communication with internal teams on various actuarial projects.
Coaches will be responsible for helping mentees prepare for hedge fund recruiting through resume reviews, interview preparation, and providing guidance on developing strong investment thinking and market analysis skills. They will partner with the Leland team to deliver a high-quality coaching experience while setting their own hours and rates for virtual sessions.
Coaches will assist mentees in preparing for investment banking recruitment through resume reviews, behavioral and technical interview preparation, and guidance on navigating the banking recruiting process. They will set their own hours and rates while hosting sessions virtually and partnering with the team to ensure a high-quality coaching experience.
Coaches will be responsible for helping mentees prepare for private equity recruiting through resume reviews, behavioral and technical interview preparation, and providing guidance on navigating PE career paths. They will set their own hours and rates to host virtual coaching sessions and partner with the team to ensure a high-quality coaching experience.
Coaches will assist mentees in preparing for venture capital recruiting through resume reviews, interview preparation, and guidance on breaking into the VC industry. This involves leveraging professional experience to provide practical insights into what venture firms seek in candidates.
The role involves cultivating existing relationships with local realtors and builders, building new partnerships, and working to grow the mortgage business to the next level. Qualified retail loan officers are sought to originate loans across all 50 states.
The role involves serving clients within the Office of the CFO at private equity portfolio companies by creating diagnostic frameworks and enhancing finance function effectiveness through current state evaluations and future state design. Key activities include interacting directly with PE stakeholders to define priorities and assisting portfolio companies in executing scalable 'buy-and-build' strategies using repeatable integration playbooks.
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The Broker Specialist acts as the primary new business underwriter and relationship manager for a designated market segment, focusing on cultivating broker relationships and driving new business production. This role requires combining underwriting expertise with sales acumen to achieve growth targets and support renewal retention.
The role involves independently underwriting complex middle market risks across multiple lines of business, focusing on profitability and applying advanced risk assessment techniques. Additionally, the executive will oversee a multi-regional book of business performance and actively engage with agents and brokers to drive new business production and retention.
The role involves supporting the configuration and maintenance of various Workday Core Financials modules, developing best practices for system use, and collaborating with cross-functional teams to implement enhancements based on business requirements. This position also requires managing Workday semi-annual releases, troubleshooting escalated issues, and developing internal training materials for end users.
The Financial Advisor will meet with existing and prospective clients to develop personalized retirement and financial plans for them and their families. Responsibilities also include utilizing company technology and marketing support to expand business and collaborating with colleagues and the District Vice President for skill development.
The Network Risk Analyst provides technical and operational support for enterprise risk management, safety, security, insurance, internal audit coordination, and ethics functions. This role involves identifying and managing threats to the organization's strategic mission, staff safety, and programmatic impact, especially in high-risk environments.
The Financial Advisor will meet with existing and prospective clients to develop personalized retirement and financial plans, utilizing company technology and marketing support to expand their business. They will also collaborate with colleagues and management to learn new skills and best practices.
The role involves ensuring client financial operations and controls meet standards and are error-free, while also consulting on complex accounting transactions and delivering timely, accurate advice to stakeholders.
The role involves ensuring client financial operations and controls meet standards, assisting with complex accounting matters arising from regulatory changes, and providing on-call accounting advice. Duties include consulting on complex transactions, ensuring quality work compliance, engaging stakeholders, and identifying applicable market trends.
The Accountant will execute period-end close activities, including preparing journal entries and reconciliations, while also managing vendor bills, Accounts Receivable, and expense reports. This role involves partnering with Sales, Finance, and HR to support and scale the accounting function.
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The consultant will lead as a Workday champion, collaborating on all project phases, and supporting the Lead Consultant in gathering requirements, prototyping, testing, and implementing solutions. This includes diving into Workday Payroll implementation activities covering discovery, architecture, configuration, documentation, and project reviews.
The Tax Manager I will primarily lead client relationships, preparing, reviewing, and delivering income tax returns, projections, and analysis for high-net-worth clients. Essential functions include preparing and signing tax returns for individuals, trusts, and businesses, creating quarterly estimates, and communicating clearly with clients on all tax delivery matters.
The Senior Underwriter assesses and manages risk for surety bond applications by evaluating applicant financials and setting appropriate terms to ensure company profitability. This role also involves maintaining key relationships with agents and brokers and coordinating platform implementation with the Automation Team.
This role is responsible for the execution of internal controls integral to SOX compliance, identifying process improvements for payroll and procure-to-pay cycles, and supervising team members through task assignment and coaching. Key duties include managing the end-to-end Accounts Payable process, overseeing payroll operations including tax balancing, and leading related system implementation projects.
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