Lead and execute financial due diligence reviews for potential acquisitions of small businesses.
Develop financial analyses and pro forma models to support investment decision-making.
Collaborate with legal, tax, and operational teams to ensure a holistic due diligence approach.
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Founded in 2019, the company operates subsidiaries with over $400 million in revenue across 40+ industries and 30 states, with a culture that values work-life balance and growth.
Lead quality initiatives, audits, and compliance programs to align with client and regulatory standards.
Analyze performance data and collaborate with cross-functional teams to implement process improvements.
Develop executive reports and tools to drive quality excellence and support operational accuracy.
The partner company operates in the US security and IT sector, focusing on quality and operational excellence. It maintains a dynamic, collaborative culture that values continuous improvement and client satisfaction.
Record cash receipts, credit card statements, invoices, and disbursements, and perform bank and brokerage reconciliations.
Manage accounts payable and receivable, maintain vendor and client information, and record payroll expenses.
Prepare financial reports, support client relationships, and participate in team meetings and project management.
FFO is a premier family office and business management company for ultra-wealthy individuals, families, and their advisors. It is a boutique, independent firm within the Focus Financial Partners network, known for a collaborative and entrepreneurial culture.
Independently reviews sales transactions and customer files to ensure compliance with quality, regulatory, and risk standards.
Provides evidence-based feedback and coaching to frontline teams to improve performance and understanding of quality expectations.
Collaborates with operational leaders, risk partners, and compliance teams to strengthen quality awareness and risk management practices.
Our partner is a company looking to strengthen operational excellence by reviewing sales transactions and customer files for compliance with quality, regulatory, and risk standards. The organization fosters a culture of accountability, transparency, and continuous improvement, offering a supportive environment focused on professional growth and collaboration.
Maintain and enhance detailed three-statement financial models for publicly traded companies.
Conduct company research, financial analysis, and ad-hoc due diligence to support research objectives.
Develop sector expertise and contribute to model improvements and client support.
They provide a sophisticated global financial research and intelligence platform. They foster a collaborative environment with a focus on accuracy and continuous learning.
Conduct regulatory compliance reviews of loan origination and servicing documentation.
Perform data trending analysis to identify systemic risks and prepare management reports.
Collaborate with cross-functional teams to strengthen internal controls and support regulatory readiness.
Zippy is a fintech company that specializes in home loans and insurance for manufactured home buyers. It is a remote-first team backed by institutional investors, offering competitive pay and excellent benefits.
Perform daily audits of RCM accounts to ensure accuracy and compliance with policies.
Review documentation, billing records, and account activity to identify errors and process gaps.
Communicate quality issues and provide constructive feedback to staff and department leaders.
Our partner focuses on revenue cycle management services for healthcare organizations. They foster a remote culture centered on accuracy, accountability, and continuous improvement, with a team dedicated to quality and compliance.
Audits claims, customer service inquiries, member and group enrollment activities to validate Plan performance.
Supports internal audit and special investigations as needed.
Analyzes performance guarantee accounts and participates in external client audit requests.
Capital Blue Cross is a health insurance company providing coverage and services. They have been voted one of the 'Best Places to Work in PA' and foster a flexible, supportive culture with emphasis on employee well-being.
Support senior leaders with data-driven analysis and strategic insights by managing department spend across technology, marketing, and OpEx.
Build, maintain, and evolve financial models to support company goals, quarterly forecasts, and external reporting.
Partner with People team on hiring plans, manage commission calculations, and analyze vendor spend to improve visibility and efficiency.
Pair Team is a public benefit company reimagining care for the safety net, delivering medical, behavioral, and social care through an AI-enabled model. As California's largest complex care provider, we reduce avoidable emergency care and are building an AI platform to scale high-touch, community-driven care.
Manage contracting requirements for various shared service departments and serve as the primary contact for assigned contracts.
Provide financial updates, budget-related insights, and operational reporting to management.
Assist with month-end close activities, including accruals, journal entries, and financial performance analysis.
A remote-first company that provides accounting operations and financial process support. It operates with cross-functional teams in a collaborative, independent environment.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Act as a key financial partner for a strategic client account, managing reporting, forecasting, billing, and contract activities.
Conduct variance analysis and support budgeting and forecasting to improve financial visibility and operational efficiency.
Collaborate with cross-functional teams to ensure successful delivery of large-scale service agreements and maintain client satisfaction.
The partner company is a fast-growing data center infrastructure provider. They offer a collaborative remote environment focused on innovation and client success.
Analyze retail sales performance across multiple channels and collaborate with commercial and supply chain teams to support inventory planning and demand forecasting.
Develop, maintain, and enhance demand planning models that project inventory needs, sales trends, and gross margin performance.
Monitor product input costs, analyze profitability trends, and deliver actionable financial insights to stakeholders.
The company provides pet food services through a subscription model. It has a collaborative, mission-driven culture focused on professional growth and innovation, with a fully remote team.
Works directly with clients to align plan design with product capabilities and increase launch rates.
Researches and reviews plan documents to identify compliance issues and mitigate risks.
Audits system setup and benefits analysis for accuracy prior to plan launch.
Human Interest is a fintech company on a mission to make retirement benefits accessible for all workers. They are a high-growth startup backed by top investors, with a culture focused on customer obsession and long-term orientation.
Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends.
Contribute to rolling forecasts, annual operating plan, and long-range projections, analyzing key SaaS metrics like ARR and churn.
Calculate incentive compensation and execute key month- and quarter-end close activities for internal and external reporting.
Subsplash is The Ultimate Engagement Platform for churches, Christian ministries, non-profits, and businesses worldwide, serving over 14,000 clients. Our team of 280+ mission-driven people is committed to humility, innovation, and excellence, and has been voted one of Seattle and Austin's best places to work.
Reconcile benefit deductions, upload vendor bills, and perform monthly benefit audits to ensure accuracy.
Assist with HSA, COBRA, STD pay processes, employee inquiries, and updating Benefits webpages.
Consistently look for ways to improve system efficiencies and support Wellness Program communications.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. Since 2011, the company has grown to over 1,200 employees, built strategic partnerships, and serves as a trusted advisor to more than 6,200 customers with a strong culture and collaborative environment.
Develop and interpret financial concepts for planning, forecasting, modeling, and internal controls.
Perform in-depth analysis of financial performance, including income statements, balance sheets, and profitability.
Mentor junior analysts and serve as a subject matter expert for finance practices.
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions. With 22,000 clients including 93% of the Fortune 100 and 32,000 employees across 28 countries, the company offers a trusted portfolio of creative execution and business process consulting.
Provide financial analysis, reporting, forecasting, and planning support across a complex publishing environment, working closely with Finance, IT, and business leaders.
Prepare monthly financial reports, investigate variances, and develop KPI-based reports to inform strategic decisions.
Support annual budgeting, semiannual forecasting, royalty calculations, and technology initiatives using Agile methodologies.
Manage full-cycle accounting processes and SEC reporting.
Develop financial models and annual operating plans.
Lead financial system implementations and process improvements.
DLC, an Addison Group Company, provides accounting and finance consulting services to clients across multiple industries. The company serves clients in five major US markets and offers a stable, full-time position with a collaborative team environment.