Source Job

• Help individuals, families, or business owners with their financial goals.
• Create financial roadmaps through our financial solutions, products and services.
• Provide guidance on retirement planning, wealth accumulation, and investments.

Traction Forge Financial prioritizes families' financial needs in decision-making. The company educates people from all backgrounds about finances and partners with top Fortune 500 companies to offer complimentary financial plans.

• Respond to client calls using CRM software, addressing concerns with empathy.
• Resolve complex financial situations with subject matter knowledge, documenting discussions.
• Present settlement proposals to clients and guide them toward their financial goals.

National Debt Relief, founded in 2009, aims to help consumers deal with overwhelming debt, establishing itself as a trusted debt relief provider. With a team-oriented environment, they focus on employee success and growth through mentorship and leadership programs.

• Conduct client interviews to gather financial information.
• Recommend customized financial plans based on client goals.
• Maintain a commitment to delivering excellent results.

Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.

• Engage clients in meaningful financial conversations.
• Encourage action through strategic financial advice.
• Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.

• Give guidance on budgeting, retirement readiness, equity compensation, and more.
• Adapt the LearnLux methodology to financial planning topics relevant in Bulgaria and the Balkan region.
• Improve the LearnLux digital experience and become an expert on benefit plans.

LearnLux provides workplace financial wellbeing, blending digital planning with guidance from Certified Financial Planner professionals. They've raised over $35M and are supported by experienced investors and long-term partners, building for scale and valuing people who take ownership of their work.

• Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.
• Adapt the LearnLux Global Planning methodology to serve members in your region best.
• Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.

LearnLux is a leading provider of workplace financial well-being, combining digital tools with personalized, one-on-one guidance from qualified financial professionals. They are a venture-backed company that has raised over $35M to date, supported by experienced investors and long-term partners.

• Provide financial management expertise for studies and analysis tasks.
• Conduct financial analysis for manpower requirements.
• Support financial aspects of Studies & Analysis tasks.

Apogee provides contractor site reachback for the M-Code Aviation Receivers Joint Program Office (MAR JPO). They specialize in finance support, manpower analysis, and acquisition support.

• Support the project teams in all financial areas associated with running a clinical trial.
• Assist in the preparation of the monthly invoicing worksheet which is the source document for client invoicing and source of revenue recognition
• Perform variance analysis comparing forecasted revenue to actual revenue to identify gaps, changes in scope, etc.

Precision Medicine Group is a company that works to accelerate development of new medicines and diagnostics. They are an equal opportunity employer that values diversity and inclusion.

• Maintain regulatory compliance and prevent losses to members and credit union.
• Perform primary telephone support and assist members and employees through all support channels.
• Solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.

STCU is a top-performing credit union that emphasizes serving others and lifelong learning. They value employees who are committed, fun-loving, and want to make a difference in members’ lives, with core values including joyfulness, generosity, and belonging.

• Assist in the development of financial models.
• Support cost analyses tied to process and organizational changes.
• Maintain financial trackers to monitor progress.

Aptive partners with federal agencies to achieve their missions through improved performance, streamlined operations and enhanced service delivery. Based in Alexandria, Virginia, they support more than a dozen agencies and have 300+ employees nationwide.

• Discuss insurance coverage, balance estimates, and financial obligations with patients.
• Identify and enroll eligible patients in financial aid programs.
• Accurately document all financial communications in the EMR and practice management platform.

IVX Health provides infusion and injection therapy for individuals managing chronic conditions. They focus on patient comfort and believe in empowering their team to thrive while living their core values: Be Kind, Do What’s Right, Never Settle, Make It Happen, and Enjoy the Ride.

• Review Financial statements and credit reports to determine eligibility of clients
• Receive inbound calls and applications from potential clients through a variety of marketing resources
• Assist customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program

ClearOne Advantage helps people in debt find a clear path to financial stability. They have grown to almost 600 employees serving customers coast to coast, and they value their internal employee experience as much as their external clients.

• Perform and review general ledger accounting, including reconciliations, journal entries, accruals, and adjustments
• Serve as the primary accounting expert and trusted advisor for clients.
• Partner closely with Relationship Managers to ensure aligned messaging, coordinated communication, and a seamless customer experience

Enumerate is a top-tier provider of property management software and payments solutions for community associations. They aim to simplify association management by digitizing accounting, optimizing workflows, and streamlining payments, reducing administrative tasks significantly. They manage tens of thousands of communities with millions of homes under management.

• Provides senior-level advisory support to senior VA leaders.
• Leads financial assessments and advises on consolidation opportunities.
• Collaborates with program managers and financial analysts.

Aptive partners with federal agencies to achieve their missions through improved performance, streamlined operations, and enhanced service delivery. Based in Alexandria, Virginia, they support more than a dozen agencies and has 300+ employees nationwide.

• Monitor and obtain annual budget directives and guidance.
• Manage data entry into budget tools and track execution.
• Support funding pursuits and draft budget-related documents.

GovCIO is passionate about transforming government IT. They deliver innovative IT services and solutions to improve how government agencies operate. They are changing the face of government IT and building a workforce that fuels this mission.

• Serve as the primary operational support for our project management and finance teams.
• Ensuring projects are structured correctly for compliance.
• Ensuring financial cycles (from resource scheduling to final billing) to run seamlessly.

True Zero Technologies is a veteran-owned small business founded on the principle that the purposeful enablement of people and technology in an organization directly ties to the quality of its outcomes. They have built a community of like-minded, driven, and passionate individuals and innovators who are aligned in a common goal of delivering top-tier services to their customers.

• Handle high-volume inbound and outbound calls to support student inquiries.
• Respond to student questions and assess financial status.
• Document all interactions promptly and accurately, ensuring timely notifications to the appropriate Financial Aid personnel.

Universal Technical Institute has 60 years of experience and is trusted by 35+ industry-leading brands, 16 campuses, and 16 technical programs. They care about making a change in the lives of their employees and students, expanding reach and increasing impact, one life at a time.

• Conduct comprehensive financial analysis to support government contracts.
• Monitor and manage contract costs to ensure adherence to budgetary guidelines.
• Ensure compliance with government regulations, accounting standards, and internal policies.

American Institutes for Research (AIR) is a nonpartisan, not-for-profit organization that conducts behavioral and social science research and delivers technical assistance. It was founded in 1946 and is headquartered in Arlington, Virginia; they are mission-focused and evidence-driven.

• Learn products in assigned specialty area and understand regulations.
• Explain product options for routine inquiries and recommend products.
• Identify multi-product needs and connect customers to specialists.

Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.

• Assist in strategic budget planning, monthly forecasts, and financial results.
• Assist in the development and maintenance of key operational metrics.
• Work closely with Sales & Marketing Senior Leaders.

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. They are recognized for their intentional culture and tremendous growth as one of the fastest growing SaaS companies in the U.S.