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The role involves high-volume individual and business tax preparation for US-based clients across various industries. Responsibilities include managing workpapers, trial balances, and handling complex multi-state and SALT filings independently.
Manage small business customers through the finance application process and match them with the best lender and product. Build relationships with commercial lending partners and maintain accurate prospect data within Salesforce.
Provide legal and regulatory guidance to business clients regarding banking matters and investment bank practice areas. Monitor compliance with domestic and international legal requirements while analyzing new business initiatives from a legal perspective.
Manage complex account servicing tasks including account closures, insurance renewals, and compliance reviews for mortgage portfolios. Provide oversight for Level 1 Customer Support Specialists and coordinate with lenders and insurance agencies.
Lead the end-to-end implementation and configuration of Korea-specific tax and e-invoicing solutions within global ERP systems. Act as a Subject Matter Expert to ensure adherence to regulatory reporting standards and provide post-go-live support.
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The role involves managing accounts payable, performing bank and credit card reconciliations, and coordinating with vendors. Additionally, the specialist will maintain financial records and prepare monthly reports using Rent Manager and Microsoft applications.
The role involves generating leads and conducting sales calls to promote financial services, including life insurance and investment products. The specialist is responsible for building long-term client relationships and meeting monthly and quarterly sales targets.
Design and architect scalable finance systems to support international expansion and finance transformation. Partner with cross-functional teams to automate core finance processes using AI-enabled solutions and Oracle Cloud Fusion ERP.
Lead the technical design, development, and implementation of solutions within the Oracle Cloud framework. Manage integrations and OCI-based solutions while providing technical leadership to developers and external consultants.
The Finance Specialist is responsible for maintaining accurate financial records and performing daily bookkeeping tasks. They will also handle financial reporting, US tax compliance, and manage accounts payable and receivable functions.
Develop and execute procurement workflows for software, hardware, and cloud services while managing vendor agreements and budgetary constraints. Coordinate license requirements and establish chargeback models to ensure proper cost attribution across various work orders.
Produce concise research and thought leadership pieces to communicate the firm's views on alternative investments to clients and prospects. Represent the firm as a thought leader through speaking engagements at industry events and webinars.
Serve as the primary point of contact for client payroll support, processing payrolls and managing employee updates. Handle inbound requests via phone and email while ensuring resolution within service-level targets.
The Finance Officer will take full ownership of the company's financial operations, including establishing processes and managing day-to-day accounting. Responsibilities include handling tax compliance, preparing management accounts, and providing strategic financial insights to leadership.
Manage monthly bookkeeping tasks, including reconciliations and payroll, for a portfolio of small business clients. Provide administrative support and maintain professional communication with clients to ensure financial accuracy.
The associate is responsible for verifying insurance and demographic information and scheduling patient appointments within a call center environment. They must coordinate patient flow and maintain knowledge of pricing and financial assistance options to address patient concerns.
Manage procurement cycles and track expenditures to ensure compliance with DoD acquisition regulations like FAR and DFARS. Coordinate software license requirements and administer chargeback arrangements to support a scalable data ecosystem.
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Manage a portfolio of clients by delivering end-to-end bookkeeping services and preparing accurate financial reports. Oversee general ledger maintenance and provide technical guidance and mentorship to junior bookkeeping staff.
The Bookkeeper will maintain accurate financial records and process weekly transactions using QuickBooks Online. They will also prepare financial reports, manage payroll and taxes, and communicate directly with clients to review financial strategies.
Configure financial accounting and controlling with a focus on product costing, material ledger, and profitability analysis for a manufacturing client. Lead the migration of financial master and transactional data from SAP Business One to S/4HANA.
Configure financial accounting and controlling with a focus on product costing, material ledger, and profitability analysis for a manufacturing client. Lead the migration of financial master and transactional data from SAP Business One to S/4HANA.
The Global Controller will own the end-to-end monthly close and consolidation for the US parent and international subsidiaries. They are responsible for designing scalable internal controls, managing intercompany flows, and overseeing global tax and audit compliance.
The Controller will own day-to-day accounting, including international subsidiaries and multi-currency consolidation, while accelerating the month-end and year-end closing processes. They will also lead the company through its first external audit and implement automated financial systems to support global expansion.
The Mortgage Underwriter reviews and structures mortgage applications to ensure they are accurate and compliant before lender submission. They collaborate with agents and lenders to manage file progression and ensure all documentation meets regulatory standards.
Responsible for the accurate preparation of customer invoices and contract processing across various product lines and billing models. The role involves managing billing queues, updating standard operating procedures, and partnering cross-functionally to optimize the order-to-cash cycle.
The role serves as the primary finance partner for pharmaceutical manufacturing, packaging, and R&D to drive cost transparency and margin insights. Key duties include building dynamic financial models, owning product cost reporting, and leading cross-functional process improvements.
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Responsible for underwriting all mortgage loan types, including government loans, while ensuring compliance with agency and investor guidelines. The role involves analyzing credit, capacity, and collateral and mentoring junior underwriters in decision-making.
Responsible for overall corporate management, including business planning, budget tracking, and the promotion of new business initiatives. The role also involves organizational restructuring, business alliances, fundraising, and preparing the company for an IPO.
Responsible for processing and reporting corporate and project-related financial transactions, including accounts payable, receivable, and collections. Liaises with various stakeholders to resolve billing discrepancies and provides support for financial system testing and training.
The CFO will lead the finance, accounting, data, and BizOps functions to democratize financial intelligence through self-serve dashboards and real-time visibility. They are responsible for driving EBITDA margin improvement and ensuring the company scales efficiently while meeting all external compliance requirements.
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