Perform annual retirement plan administration and compliance services for qualified plans, including valuations and testing like ADP/ACP, 415, 414, coverage, and Top Heavy.
Review compliance work for technical accuracy, identify issues, recommend corrections, and analyze participant data and plan assets.
Prepare Form 5500 filings, interpret plan documents, and stay current on IRS, DOL, and ERISA regulations.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, specializing in retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as an Inc. 5000 Fastest Growing Private Company and Great Place to Work, it operates a coast-to-coast network of 19 leading firms, fostering a culture of passion, innovation, and expertise.
Own the end-to-end renewal forecasting process and validate forecast models for churn and retention.
Analyze retention metrics trends for SaaS product lines and deliver actionable insights to leadership.
Conduct deep-dive variance analysis and ensure data integrity through weekly and monthly reconciliations.
GoTo is a leader in cloud communications and IT, shaping the future of work through innovative solutions. The company fosters a collaborative community focused on continuous learning, adaptation, and diverse perspectives, where employees make a meaningful impact.
Conduct comprehensive on-site and remote examinations of branch offices and registered representatives to ensure compliance with FINRA, SEC, and state regulations.
Review client files, trade blotters, and financial records, and interview staff to identify deficiencies and operational weaknesses.
Prepare detailed reports summarizing findings and collaborate with the compliance team to develop proactive solutions.
Horace Mann, founded in 1945 by teachers, provides insurance and financial products to help educators protect their assets and prepare for the future. We serve over 4,100 school districts nationwide, are publicly traded on the NYSE, and have more than $12 billion in assets.
Own and deliver end-to-end controlling activities with full P&L responsibility.
Take ownership of key controlling processes including closing, forecasting, and reporting.
Consolidate complex financial information into clear insights for senior management.
Deutsche Telekom IT Solutions is a subsidiary of Deutsche Telekom, providing IT and telecommunications services. The company employs over 5,300 people and is recognized as Hungary's most attractive employer in 2025.
Lead consolidation and management reporting for Board, Audit Committee, and executive presentations.
Drive revenue forecasting and variance analysis, partnering with business stakeholders to refine models.
Administer Adaptive Planning and drive automation across financial systems and processes.
Amwell is a healthcare technology company that provides a platform for digital care, spanning urgent, acute, specialty care, behavioral health, and chronic conditions. With nearly two decades of experience, they serve some of the largest healthcare organizations in the U.S. and worldwide, fostering a culture of innovation and collaboration.
Derive insights and support strategy by leveraging data analytics to optimize product, risk, or growth strategies.
Monitor portfolio health by tracking performance metrics, user behavior, and macroeconomic trends.
Write clean SQL and Python to build scalable reporting and partner with Engineering on machine learning and risk models.
Affirm is a fintech company reinventing credit by offering buy now, pay later solutions with no hidden fees or compounding interest. With a focus on honest and friendly consumer finance, Affirm is a large, remote-first company that values diversity and employee wellbeing.
Own and enhance Headspace's pricing strategy by optimizing models and testing assumptions with cross-functional teams.
Build competitive pricing intelligence from market signals and win/loss data to inform GTM leadership.
Analyze engagement and financial data to connect price points to deal outcomes and drive decisions.
Headspace provides accessible mental health support through evidence-based content, clinical care, and technology, serving millions of members worldwide. The company fosters a collaborative, inclusive culture grounded in values like making the mission matter and iterating to great.
Build a personal budget from scratch and get the family fully organized.
Create and manage a debt payoff plan, tracking progress until paid off.
Manage day-to-day cash flow, bill payments, and account monitoring.
A private family in Dallas seeks a financial operations manager to organize their personal finances from scratch. The role is part-time, remote-friendly, and offers a high-trust, confidential environment.
Drive cross-functional program coordination across high-impact workstreams, tracking dependencies and surfacing blockers.
Resolve cross-functional conflicts and drive issues to closure, escalating only genuine ELT tradeoffs.
Own financial interlock and value realization through consistent stage gate rhythm.
Sprout Social is a global leader in social media management and analytics software. Founded in 2010 and headquartered in Chicago, the company has a hybrid team of 1400 people across the globe.
Own Lightcast’s education and public sector research agenda, translating labor market data into influential research and strategic insights.
Serve as an external-facing expert through media interviews, research papers, and presentations at conferences and policy forums.
Build strategic partnerships and support business development by engaging clients, policymakers, and stakeholders through thought leadership.
Lightcast is a global leader in labor market insights, helping drive economic prosperity and mobility. They work with partners across six continents and are committed to diversity of thought and unique perspectives.