Process and reconcile investment trading and cash activity, run valuation processes, and prepare net investment income analysis and management reporting.
Ensure compliance with financial reporting standards, assist with audit inquiries, and prepare investment disclosures on STAT and GAAP basis.
Identify opportunities to enhance financial systems and reporting methods, streamline processes via automation, and collaborate with senior management.
Assist with the preparation of annual operating and capital budgets for departments and service lines.
Develop and analyze financial and operational models to support the budget process and prepare multi-year forecasts.
Review monthly financial statements, compare actuals to budget, and report findings to leadership.
UnityPoint Health is a healthcare organization dedicated to providing compassionate care. It is recognized as a Top 150 Place to Work in Healthcare and offers a supportive culture focused on belonging and development.
Conduct forensic reviews of financial data to detect discrepancies, cost drivers, and margin exposure.
Build and maintain forecasting models for revenue, expenses, and profitability.
Develop and enhance cost allocation approaches across regions and programs.
AdNet/AccountNet, Inc. is an 8(a), WOSB, and WBE-owned management consulting firm founded in 1990, providing high-quality staffing and executive search services. The company emphasizes unconditional Acceptance and Belonging in its practices and processes.
Lead enterprise-wide reporting initiatives to drive strategic decision-making and business transformation.
Partner with executive leadership and cross-functional teams to deliver actionable insights and establish reporting standards.
Translate complex financial and operational data into clear business recommendations using advanced analytics and BI tools.
Theoria Medical provides multispecialty physician services to skilled nursing facilities across the US, combining medical excellence with technological advancement. They prioritize innovation, compassion, and transparency, operating without ego and focusing on patient outcomes.
Lead cost proposal development and financial support, ensuring compliance and optimizing profitability.
Monitor project budgets, analyze forecasts, and recommend corrective actions for financial alignment.
Collaborate cross-functionally with program managers, procurement, and HR to optimize resource allocation.
Concurrent Technologies Corporation specializes in transforming cutting-edge technologies into real-world solutions for complex challenges. It is a company that values innovation and collaboration, with a focus on mission-critical projects.
Perform financial expense analysis and provide insights to business partners.
Develop financial benchmarks, forecasts, and ad-hoc analyses.
Support accounting close, audit reporting, and cost reduction initiatives.
Natera is a global leader in cell-free DNA testing dedicated to oncology, women's health, and organ health. The team of highly dedicated professionals from world-class institutions works collaboratively to advance genetic disease management.
Responsible for ensuring accuracy and efficiency of custodial reconciliation processes with a focus on automation and compliance.
Manages source data, resolves automation errors, and proposes enhancements to meet investor and client SLAs.
Acts as single point of contact for audit requests and coordinates cross-functional responses.
LoanCare is a leading national provider of full service subservicing and interim subservicing to the mortgage industry, servicing over 1.8 million loans. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture of integrity, innovation, and collaboration.
Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board.
Build and maintain financial models to support financial planning and reporting and provide insights to leadership.
Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making.
The Zebra provides online tools and licensed agents to simplify car and home insurance shopping. With over 74 million quotes compared since 2012, they employ a diverse team of tech and insurance veterans and were named an Austin Business Journal's 2026 Best Place to Work.
Participate in month-end close, including preparation and recording of journal entries.
Perform daily reconciliation of payments and disbursements, ensuring accuracy and timeliness.
Analyze and implement process improvements to create efficiencies and reduce resource allocation.
Oportun is a mission-driven financial services company that provides affordable credit to help members build a better financial future. They have provided over $21.3 billion in credit and saved members more than $2.5 billion, fostering a diverse, equitable, and inclusive culture.
Maintain general ledger accounts and perform accounting activities to provide a record of financial transactions and prepare balance sheet statements.
Analyze accounts, records, and reports for accuracy, investigate accounting problems, and prepare monthly financial information using support systems.
Maintain fixed asset records, analyze cost distributions, and assist in annual budget preparation and periodic forecasts.
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. With 22,000 clients and 32,000 employees across 28 countries, the company offers trusted creative execution and business process consulting services.
Maintain and support financial planning and reporting, including forecasting, budget vs. actuals, and KPI dashboards.
Partner with department leaders to provide spend visibility and decision support for leadership.
Build repeatable processes and use AI tools to improve finance workflows.
Doola simplifies business formation, payments, compliance, and taxes for entrepreneurs worldwide. It is a dynamic, fast-moving startup focused on empowering businesses of all sizes.
Drive growth by assisting sales with demos and strategic trials of financial data solutions, including running trial training calls.
Maintain customer health by working with account management to provide advanced training, customizations, and build custom templates.
Act as a subject matter expert and product liaison, creating enablement materials and relaying customer feedback across teams.
AlphaSense provides AI-driven market intelligence and search, helping professionals make informed decisions with content including equity research, company filings, and expert calls. Founded in 2011, the company is headquartered in New York City with over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.
Prepare journal entries, analyses, and account reconciliations to ensure compliance with GAAP.
Help maintain and improve month-end close processes, including balance sheet reconciliations.
Identify opportunities to leverage automation and AI tools to streamline accounting processes.
Virta Health aims to reverse metabolic disease through technology and personalized nutrition. The company has raised over $350 million and values transparency, ownership, and evidence-based practices.
Analyze large datasets to identify patterns in payment processing success, chargeback, and fraud rates.
Monitor and forecast payment metrics, such as acceptance and fraud rates, using data analysis and modeling.
Collaborate cross-functionally with Finance, Platform, and Product teams to drive growth and improve operations.
BOLD helps people build stronger resumes, cover letters, and CVs, empowering millions globally to find jobs faster. They are an established global organization with a culture that values diversity, inclusion, and professional fulfillment.
Provide administrative support to senior-level management for community portfolio performance.
Interface with clients and analyze market information, including trends and rent comparables.
Prepare accurate weekly, monthly, and quarterly property reporting and manage internal projects.
Asset Living is a third-party management firm that fosters thriving communities nationwide, with decades of experience in real estate management. The company is a fast-growing organization made up of diverse talent, recognized as one of the nation's Best and Brightest Places to Work.
Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense.
Prepare monthly and quarterly financial packages for internal leadership and external stakeholders, including board and PE sponsor.
Serve as a finance partner to multiple functional areas, translating financial data into actionable insights for operational leaders.
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100 million+ in annual revenue, and has received multiple Best in KLAS awards.
Lead large-scale analytics initiatives across Finance Operations, enabling automated insights and improved decision-making.
Design scalable datasets, analytical models, and dashboards for forecasting, performance tracking, and risk management.
Present data-driven insights to senior leadership and influence cross-functional teams to drive measurable business outcomes.
Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers and internal IT organizations worldwide. Backed by Insight Partners, Kaseya has experienced sustained double-digit growth, supports customers in 20+ countries, manages 15M+ endpoints, and promotes a culture centered around innovation, accountability, and results.
Build and analyze financial models and pricing scenarios for standard and non-standard agreements, evaluating critical variables including pricing, discounting, term length, usage commitments, and gross margin impact.
Partner with Sales to structure commercially sound deals by analyzing tradeoffs across price, volume, and risk, ensuring all structures align with Twilio's financial guardrails.
Own the end-to-end Deal Desk operational workflow in Salesforce/CPQ, from quote building to opportunity closure, ensuring 100% data integrity and policy compliance.
Twilio shapes the future of communications, delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers to craft personalized customer experiences. The company is dedicated to remote-first work and a strong culture of connection and global inclusion, making you part of a vibrant, diverse team.
Sources, compiles, and analyzes data from various systems to support compliance monitoring and reporting.
Develops and maintains dashboards and reports using tools like Power BI and Tableau.
Collaborates with IT and business teams to ensure data integrity and provide actionable insights.
Fulton Bank is a financial institution providing banking services and community support. They employ a large workforce and foster a culture of continuous learning, work-life integration, and inclusion.
Support financial and business stakeholders with data and insights for business strategies and planning.
Develop and maintain financial models aligned with product roadmap and R&D outcomes.
Produce KPI reporting, analyze trends, and provide variance analysis for annual and long-term planning.
Mural provides a digital workspace for visual collaboration, helping teams innovate and align. The team is small and mighty, thriving on analytical curiosity and intellectual honesty, dedicated to serving business partners with diligence and foresight.