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Financial agents provide comprehensive financial planning solutions including life insurance, annuities, and investment strategies. They work closely with clients to address needs regarding estate conservation, tax diversification, and long-term financial security.
You will own the end-to-end monthly client invoicing and Accounts Receivable function, including managing high-volume invoice production and collections. Additionally, you will leverage and improve internal AI-driven automation tools to ensure accurate financial reporting and scalable processes.
You will build your own client base and financial practice while developing leadership and team-building skills. Additionally, you will be responsible for recruiting, mentoring, and driving performance within your team.
The Senior Underwriter will drive profitable business by managing enterprise-level accounts and fostering strong relationships with brokers. They will also mentor team members and collaborate with cross-functional departments to refine underwriting practices and market execution.
You will manage a team of ten engineers, focusing on hiring, coaching, and career development while overseeing the architecture and health of the loan origination platform. Your strategic goal is to implement agentic orchestration to automate repetitive refinance processes and improve team productivity.
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The auditor will perform payment integrity audits for Inpatient Rehabilitation Facilities, ensuring documentation aligns with reimbursement requirements. They will analyze medical records to validate coding accuracy and provide clear audit rationales for internal and client stakeholders.
The Director of Finance will oversee daily accounting operations, manage a team of nine professionals, and modernize financial systems to support firm growth. They are responsible for maintaining banking relationships, ensuring compliance with trust accounting, and implementing internal controls and automation.
The Senior Staff Accountant will evaluate accounting standards, perform research on business transactions, and participate in monthly financial statement closing. They will also lead special accounting projects, design internal controls, and collaborate with cross-functional teams to provide financial expertise.
The Manager of Tax will lead the company's tax compliance processes for the U.S., Canada, and Australia, ensuring timely filing of all tax returns. They will also partner with outside tax advisors and internal stakeholders to develop tax policies and support merger and acquisition activities.
Prepare individual and fiduciary tax returns with high accuracy in a paperless, high-volume environment. Process client financial data while adhering to firm policies and maintaining strict confidentiality.
The supervisor is responsible for the day-to-day management of a team, focusing on performance metrics, quality audits, and staff training. They act as a technical expert on denials and payer policies while collaborating with leadership to improve revenue cycle processes.
The Remote Financial Representative will conduct virtual client appointments to explain financial and benefit solutions. They are also responsible for maintaining client relationships, documentation, and collaborating with the team to ensure high-quality service.
The Executive Underwriter manages a portfolio of Architects & Engineers Professional Liability risks to drive profitable growth and sound risk selection. They also cultivate strong relationships with retail brokers and provide technical expertise to support underwriting strategy and portfolio performance.
The Financial Controller will lead the accounting function, overseeing financial reporting, month-end close, and investor distributions. They will also partner with executive leadership to scale finance operations, improve internal controls, and mentor the accounting team.
The Senior Underwriter will drive profitable business by underwriting complex enterprise accounts and managing senior broker relationships. They will also mentor team members and collaborate with cross-functional departments to improve underwriting decisions and market execution.
The Investment Analyst supports the Director of Investments by researching investment ideas, managing portfolio data, and coordinating reporting. They also collaborate cross-functionally to ensure trade activity flows correctly and assist in calculating impairment allowances.
The Senior Business Controller acts as the central coordinator for product launches, ensuring financial integrity, regulatory compliance, and cross-functional alignment. They are responsible for managing product launch pipelines, implementing financial controls, and serving as a trusted advisor to business partners.
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The Director of Procurement will lead and optimize the company's end-to-end procurement strategy, including sourcing, subcontractor management, and risk mitigation. They are responsible for driving process discipline, managing enterprise budgets, and fostering cross-functional alignment across all business units.
The Senior Associate will provide international tax advisory services to middle-market businesses. They are responsible for managing multiple client assignments while ensuring deadlines are met and communicating effectively across the organization.
The Epic Analyst IV will lead the design, build, and testing of Epic Revenue Cycle modules to support mergers, acquisitions, and internal growth initiatives. They will serve as a primary point of contact for system workflows, providing technical guidance and fostering relationships across interdisciplinary teams.
The Mortgage Loan Processor is responsible for organizing loan paperwork, verifying borrower information, and preparing disclosures. They also coordinate the closing and funding process with various stakeholders including title companies, escrow, and loan originators.
Manage a caseload of approximately 150 workers' compensation claims by conducting investigations, determining compensability, and calculating benefit amounts. Coordinate return-to-work programs, maintain accurate records, and serve as a subject matter expert to mentor staff members.
Manage a caseload of approximately 150 workers' compensation claims by conducting investigations, determining compensability, and calculating benefit amounts. Coordinate return-to-work programs, maintain accurate records, and serve as a subject matter expert to mentor staff members.
The Underwriter evaluates and manages insurance risk by reviewing applications and determining policy terms based on company guidelines. They utilize statistical data and financial statements to ensure policies remain competitive and profitable for the organization.
The Senior Project Accountant is responsible for managing project billing, revenue recognition, and full financial reconciliation from start to finish. This role also involves performing month-end close activities and providing process improvements for revenue accounting functions.
The Financial Advisor will address members' financial needs and support the growth of the local office. Over time, the role will expand to include recruiting, training, and developing other financial representatives.
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You will build your own client base and financial practice while developing leadership and team-building skills. Additionally, you will recruit, mentor, and develop future financial professionals to drive team performance and culture.
The Manager of FP&A will lead the corporate financial planning and reporting processes, including the annual operating plan and monthly financial close. They will manage a high-performing team to provide financial insights and decision support to the CFO and department heads.
Design, deploy, and manage Ribbon Communications SBC solutions while integrating them with various enterprise voice and UC platforms. Perform advanced troubleshooting, root cause analysis, and system optimization to ensure secure and scalable communication environments.
The Staff Accountant manages daily accounting operations, including reconciliations, financial reporting, and inventory management. They also oversee lease and fixed asset accounting while supporting month-end close processes and audit inquiries.
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