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Lead buy-side and sell-side Quality of Earnings analyses for private equity and independent sponsor clients. Manage client communications, mentor junior staff, and contribute to the development of firm best practices.
The Payroll & Tax Specialist will execute payroll operations, including data collection, tax filings, and reporting to ensure accuracy and compliance. They will also contribute to the automation and standardization of HR processes and systems to improve efficiency.
The Consumer Loan Officer is responsible for making outbound calls to identify lending opportunities and guiding members through the loan application process. They also analyze financial documentation, evaluate creditworthiness, and provide recommendations for loan approvals or modifications.
The Client Accountant performs daily property accounting duties, including preparing financial reports, managing journal entries, and ensuring adherence to management agreements. They collaborate with property management to meet reporting deadlines and maintain accurate financial records for assigned properties.
The Mortgage Branch Manager assists in leading and managing Mortgage Loan Originators to achieve production goals and operational excellence. They are responsible for recruiting and training talent, maintaining a personal loan pipeline, and fostering partnerships across the organization.
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The Mortgage Loan Originator is responsible for originating mortgage loans, taking applications, and conducting preliminary underwriting reviews. They must also manage the loan process by ensuring all necessary documentation for processing, underwriting, and closing is secured in a timely manner.
The Mortgage Loan Originator is responsible for originating mortgage loans, taking applications, and conducting preliminary underwriting reviews. They must also manage the loan process by ensuring all necessary documentation is secured for processing, underwriting, and closing.
The Senior Financial Reporting Analyst will ensure compliance with IFRS and manage regulatory filings while supporting quarterly and annual financial statement preparation. They will also collaborate with operational teams to analyze financial results and assist in the implementation of new accounting standards.
The Senior Financial Reporting Analyst is responsible for preparing consolidated financial statements in compliance with IFRS and managing regulatory filings. They will also collaborate with operational teams to analyze financial results and support the implementation of new accounting standards.
The Billing Care Coordinator will handle inbound billing inquiries, resolve insurance and payment discrepancies, and provide compassionate support to members. They will also document cases accurately and collaborate with internal teams to ensure efficient issue resolution.
The Senior Director of Product will own the end-to-end strategy, vision, and execution for the Procurement product portfolio. They will lead a team of product managers while driving sustainable SaaS growth and integrating workflows across the Gordian Cloud Platform.
The Planning & Insurance Analyst implements the firm's financial and insurance planning processes, including generating illustrations and recommendations. They also support advisors by preparing materials for client meetings and collaborating with internal teams on complex case design.
The Financial Analyst will conduct financial analysis, build and maintain financial models, and support capital planning and risk evaluation for bank clients. They will also participate in client meetings, prepare reports and dashboards, and assist with budgeting and long-term planning.
The FP&A Manager will serve as a dedicated finance business partner to a revenue business line, leading forecasting, planning, and financial analysis. They will collaborate with cross-functional leaders to drive strategic performance, resource allocation, and data-driven decision-making.
The PDS Sourcing & Procurement Lead will direct strategic sourcing and vendor management processes for construction projects to meet cost, quality, and performance targets. This role involves leading sourcing teams, developing category strategies, and managing supplier relationships to drive value and innovation across the business.
The consultant will identify strategies and configure Workday Payroll solutions while managing client expectations and project deliverables. They will also act as a functional expert, mentor team members, and support business development activities.
The Senior Tax Accountant will review complex tax returns, conduct in-depth tax research, and develop strategies to optimize client tax liabilities. Additionally, the role involves mentoring staff, maintaining quality control procedures, and actively participating in business development.
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The Meta Media Buyer will manage and scale large advertising budgets of $1 million or more per month across Facebook and Instagram. They are responsible for developing campaign structures, conducting continuous testing, and analyzing performance metrics to ensure profitable acquisition.
The advisor assists students with the financial aid application process and provides information regarding various financing options for their education. They are responsible for ensuring the timely completion of applications and managing student documentation throughout the academic term.
The Loan Originator is responsible for marketing and promoting mortgage products to realtors, builders, and clients to drive business growth. They perform essential business operations and collaborate with internal teams to ensure a seamless home loan process for customers.
The Sr. Global Payroll Specialist will own end-to-end payroll processing for US and international regions while managing payroll tax compliance and registrations. They will also collaborate with cross-functional teams to ensure accurate data reconciliation and lead payroll audit processes.
The Staff Accountant will support monthly balance sheet reconciliations, month-end close procedures, and financial analysis for designated facilities. They will also assist with annual budgets, quarterly reviews, and audit processes while collaborating with facility leadership.
The Global Head Asset Management GTM Lead will drive go-to-market strategies for the AM product portfolio to accelerate business growth and customer engagement. This role involves collaborating with sales, product, and marketing teams to design prioritized sales plays and ensure consistent field enablement across global regions.
The Staff Accountant manages daily cash and investment activity, performs monthly reconciliations, and prepares journal entries and financial reports. They also support the Finance and Accounting team with general ledger maintenance, audit requests, and process improvements.
The FP&A Analyst will own the financial planning, reporting, and systems architecture, specifically managing the Workday Adaptive Planning environment. They will partner with executive leadership to drive budgeting, forecasting, and performance analysis while automating financial reporting processes.
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The Benefits Specialist is responsible for the accurate administration of benefit plans, including reconciling deductions and auditing W-2 information. They also assist with employee inquiries, update benefit documentation, and support wellness program communications.
The Financial Education Coordinator supports retirement plan education programs by coordinating meetings, preparing participant materials, and managing client relationships. They also handle administrative tasks such as scheduling, data entry, and producing promotional materials for financial wellness initiatives.
The Relationship Manager facilitates bank growth by developing new business, managing key client relationships, and structuring complex financial deals. They act as an escalation point for complex issues and collaborate with internal stakeholders to optimize revenue and ensure adherence to risk management standards.
The Director of Global Accounts Payable leads the organization's accounts payable services, focusing on process optimization, automation, and cash flow management. They are responsible for supervising the global team, ensuring audit compliance, and collaborating with procurement to improve vendor relationships.
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